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J. v.
27 Sep, 2017
Attended a seminar presented by them and learned a lot and got the feeling they really stay on top of changes in the law and were very ethical. I would not hesitate to use their services if I lived close to their practice.
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Darla espinoza
27 Sep, 2017
Chuck Roulet demonstrated great knowledge via his Estate Planning Boot Camp webinar. I highly recommend the webinar for tax professionals.
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Nicole westra
27 Sep, 2017
I took a CPA continuing education course from Chuck Roulet - he did a great job presenting the information to a non-lawyer and I feel confident he is knowledgeable in the area of estates, wills, and trusts. Thank you for a great course!
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Usha mehta
27 Sep, 2017
Deeanna straub
27 Sep, 2017
Listened to a Webinar today and was a great presentation, quick but educational. It was a well rounded introduction to Estate Planning.
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Renard anthony
27 Sep, 2017
Ricardo j. iriart
04 Aug, 2016
Attended an Estate Planning presentation today. It was excellently put together and delivered. Thank you.
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Les c
04 Aug, 2016
Listened to a great webinar today given by Chuck Roulet. Incredibly informative and very helpful in considering how to serve clients and plan for my own estate and the management of my parents / in-laws estates. I would certainly come to this firm with questions.
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Clare fazackerley
04 Aug, 2016
Attended a webinar on estate planning basics. Very clear & informative. Can easily imagine that he does well with clients too!
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Nicole patten
04 Aug, 2016
Just attended a webinar by Chuck Roulet on CPA Academy regarding estate planning basics - He gave a terrific presentation with great explanations and suggested many important considerations applicable to me and my tax clients. Thank you Chuck!
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V blackmon
04 Aug, 2016
Good Presentation, will use information in planning
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Holly robinson
21 Jun, 2016
Great overview of important legal estate matters about which the lay person has no clue. It's not enough to just think about; but DO something!
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