A Tough Decision

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My CPA retired and I really didn’t know what I was going to do. About that time, I had lunch with my financial planner and she recommended Scott. That was really important, as I trusted her. About the time I needed to find someone, my tax preparation had become rather complicated, due to an inherited IRA and plans to rent a house. Scott helped me maneuver all of the requirements and documents pertaining to both. He is smart, efficient, and most important, I trust him! I cannot imagine using anyone else.