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Reviews (1)
Douglas Rubin
Feb 27, 2015
As an almost-CPA with a strong business background who is somewhat sophisticated regarding investments, I recognize the value of having a 2nd set of eyes review my taxable income, deductions, credits and payments, especially in relation to our changing finances and investment portfolio. My wife, who is also financially knowledgeable, and knows her way around a spreadsheet, and I do all the preparation of our tax-related finances in advance.
We then post the info to tej's on-line system. It's actually quite efficient and makes the review of taxes and finances with Tom a valuable "yearly check-up" that's filled with good advice and suggestions. Fees are fair (as we do most of the prep-work) and the value delivered is excellent. I think very highly of Tom and his practice.
We then post the info to tej's on-line system. It's actually quite efficient and makes the review of taxes and finances with Tom a valuable "yearly check-up" that's filled with good advice and suggestions. Fees are fair (as we do most of the prep-work) and the value delivered is excellent. I think very highly of Tom and his practice.
