Testimonials

  • Business Prep / Taxes

    “First meeting went extremely well. I look forward to working with him on many more businesses I acquire. Seemed to be on top of his game!” Chris M.

  • Great help!

    “I went to Jason feeling really overwhelmed about my yearly taxes, overall business plan & left feeling renewed! Jason was great at explaining where I could save money, the best way to handle my taxes & a game plan for our next appointment. I’m really happy with his services and can’t wait for our next meeting to prep for 2015 taxes and 2016 business plan!” Ashley O.

  • Searching for New Accountant/Advisor

    “This first meeting was eye opening and refreshing. I am very excited to work with Jason and watch our business grow. I feel we are in very good hands with Jason knowledge and passion.” Kathy B.

  • Self Employed Tax Preparation

    “My first appointment went very well. Jason seems very knowledgeable about taxes for self employed people like myself.” Kimberly S.

  • Great service and excellent prices…

    “This was my second year using Jason; he executed an excellent return and advised me on withholding modifications which would suit my specific needs. I would highly recommend his tax planning and preparation services.” Brad S

  • Tax prep and LLC support

    “Jason is very efficient and well prepared. He has prepared our taxes ,including our international exposure in a very professional manner. He has also been very instrumental in supporting my wife when she transferred her company from PA to NC. We are very please with his efficiency and professional support.” Stefan S.

  • Business Structure and Tax Planning

    “Jason took all the pain out of the tax process for my company. He asked all the right questions and found plenty of ways to save that I wouldn’t have even thought of before meeting with him. Jason continues to be an incredible asset to our company. He has helped with the over structure as well as the planning for growth. I trust his expertise and will continue to lean on his advice as our company evolves.” – Ray P.

  • Tax Planning

    “We were connected with Jason through Dominique Molain (San Diego, CA) through the SCORE mentoring network for an introduction regarding tax planning. Jason went above and beyond, answering every question we had, even some we didn’t even know to ask. We look forward to implementing some of the ideas Jason shared with us and are confident in Jason’s knowledge and ability to keep our business on track.” Darline C

  • A satisfied client’s testimony

    “I am so pleased to have Jason as my reliable, genuinely helpful, honest, and knowledgeable accountant, as he offers relevant and spot-on guidance for my new business!” – Amy B.