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Reviews
Top review highlights
Pros
1
Excellent at handling complex tax situations, including IRS audits and crypto-related issues
“Mark established contacts and deadlines to satisfy both worlds and yet kept me informed of activities and figuratively 'alive'”
2
Highly professional and thorough in their work
“Mark and his team were incredibly helpful and thorough handling a complicated tax situation for my family. It was such a relief knowing we had peace of mind and were in good hands.”
3
Honest and puts the client's interests first
“He knew exactly what to do, and in the end talked me into a strategy that would actually save me money, vs. a different strategy that would have made him a lot of money. Definitely had my interest at heart.”
Cons
1
Lack of responsiveness and follow-up with potential clients
“I provided my detail (name, phone, email, etc.) and was told i would receive a call back or at least an email later to discuss next steps. I never heard back, not the next day nor ever.”
2
Possible unprofessional behavior in some cases
“No words for his unprofessional behavior.”
