Don't Just Take Our Word For It!

Two years ago, I was in the market for a tax CPA and found Sonny’s practice on Yelp. I wanted a more strategic relationship with my tax preparer – I needed someone who would see the big picture, provide proactive guidance, and maintain a very personal relationship with his clients to the point where they wouldn’t hesitate to call him with any questions. I found everything I was looking for in Sonny. Sonny has an outstanding grasp of the complex and ever-changing US tax code. His mind works multi-dimensionally – he knows the nuances of how certain rules and provisions interact with each other like the back of his hand. He gives sound and highly bespoke advice. By the time I come in for my annual tax filing prep meeting (I go see Sonny in person, though he also offers online meetings), he has already done all the heavy lifting based on the documents I have uploaded into his secure portal, and all that’s left to do is to go over some standard questions. The return is good to go in no time. Sonny works hard. He clearly cares greatly about his practice and work, coming into the office early to get the job done. He is diligent, accurate, and reliable. His services are absolutely worth every dollar. Most importantly, Sonny is a good person. He and his family care deeply about the local community and have a long history of service. I think of Sonny as more than my tax preparer – he is a friend who is willing to share some of his experience and life advice, beyond just taxes. 5 stars all around.