The office provides a wide range of services, from business tax return preparation to individual tax planning. The staff is professional, friendly, and knowledgeable, which is evident from the reviews of long-time clients. One client has been using the office for over 20 years for both personal and business taxes, and another praises the team's effectiveness in helping small business owners succeed. They also identify as a women-owned business, which is a notable aspect of their commitment to diversity and inclusion. The office is wheelchair accessible, making it easily accessible to people with disabilities.One potential drawback of this office is its tendency to drop the ball when dealing with new clients. A client reported being solicited at networking events, only to be left without timely completion of work or communication when requested. This issue is highlighted by the one-star review from 2022, where the client felt treated unprofessionally and ended up incurring significant costs. Despite this, the office appears to have learned from this experience and is now well-established with a loyal client base. Overall, the office is a solid choice for those seeking reliable financial services, but new clients should be aware of this potential issue and be prepared to advocate for themselves.