I consulted with Mark about transferring my tax prep when my longstanding tax guy felt it was getting too complicated. Mark did not hesitate to accept my case for 2015 and gave me a favorable rate and conscientious tax preparer (Nancy) who had everything ready by April 15. He then advised me on setting up LLCs for my rental properties which was accomplished in very timely and thoughtful fashion by Brandon. Estate planning is now underway and I am confident that Brandon will think of everything that needs to be covered.
All staff members I have met have been friendly and competent. Every encounter has been a pleasure.
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