Reviews

We have used CAC PayTech for over 12 years for business accounting and tax services. Their work and quality is excellent! Richard Adams, CEO Southwest Business Credit Services

We switched to PayTech one year ago after being with another service over 20 years. Much to be said for a local company that is very customer service oriented. We are happy with their on-line product--getting more for less cost.

I met with Rachel to discuss "doing something". I kept hearing that I need a trust. I wasn't sure what that was, or what I should be doing. I met with Rachel and it was great. She is young, extremely sharp and easy to talk to. After going though my financial information and determining what I wanted to do with my "estate" (or lack thereof) Rachel gave me two options. We created a chart, so I could see the pros/cons of each option. I was pleasantly surprised when she encouraged me to take advantage of the lesser-priced option. She wasn't high pressured or salesy. She encouraged me to go home and think about everything discussed before making a decision. I went home and thought... and I emailed her some questions over the weekend. She responded to my emails over the weekend and even offered a follow up phone call. She doesn't bill for every little thing. Not for the emails, not for the phone call. I just paid one fee for everything. When I made my decision, she had everything prepared in a week and reviewed everything with me before I signed my documents. Rachel was fantastic!

Rachel is a kind, compassionate estate planning and probate attorney. I had a number of questions and she expertly answered each one. She was not high pressured and made me feel very welcome. She made the uncomfortable topic of estate planning comfortable and she helped me realize that by doing this, I am helping my family out in a huge way. I also asked for referrals to other professionals and she had a list of people who she felt confident and personally knew. Thanks!