Lisa Brock Delaine is a great tax preparer. I brought in a lady with dementia and she was kind and super helpful. She is caring and patient. I would advise all to go to her.
Mary Boyd Jared Cole gave us great advice on how to save and prepare for our childrens colleges & futures. He is more concerned with your investments and well-being versus just closing a deal, which is proven by the longevity of their business.
