Please accept this letter with sincerest thanks on a job well done! It surprises me everytime when you consistently raise the bar and surpass my greatest expectations on the Preparation and Planning you provide for me and my company on both Personal and Business levels. You help ease the fear and build the confidence in moving forward day in and day out!

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                     I know my cost upfront and knowing that I can                        call as many times as I need is a relief.

                   Joe, Downingtown

                          You helped me understand the reports and                           my numbers….I don’t feel so clueless!

                         Carla, Malvern

Your advise with the tax planning helped us save so much money in taxes. Thank you for being pro-active. Reviewing our compensation package and helping us understand how much we would save with additional contributions to our 401K and the deferred compensation package saved us tons of money.  Helping us with a strategy on when to exercise stock options was a useful exercise we were not aware of before.

Kris, Exton 

                 Thank you for going through my                         t tax return with a fine comb…you helped me save taxes and made suggestions that were very helpful to me.

                      Tom D, West Chester

I know I can trust you to keep me out of trouble with all the deadlines and compliance issues with the taxing authorities.  I can concentrate on what I do best and delegate the financial record keeping to you.

Jim, Bryn Mawr

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                   …You helped simplify my record keeping                               saving me time and money.

                 Jean, Malvern