Testimonials Individual

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I just wanted to send you kudos on the client portal for entering my income tax information. I found the portal far easier to use than paper, and I didn’t lose my forms amongst all the other papers. Really it made the whole process easier… Since it was different, I almost didn’t use it, but I am happy I did.
- Robert H

INDIVIDUAL CLIENT TESTIMONIALS

Thank You For Your Professionalism

"Thanks again for the very professional way you handle our account. It is a pleasure doing business with you. And I really like the electronic system/portal you have in place. It is so convenient doing business with you!"

—Dianne Bauer


NancyFisherHeadshot.jpgLove Your Electronic System

"I love your electronic system for taxes. Super slick, very easy to use. Nice work!"

—Nancy Fisher


 How Easy It Is

"The client center on your website is great, especially for "not so" tech savvy people like me...best feature is how easy it is to upload documents."

—Gary Thompson


 Wonderful Process

"Your web portal for tax document management is wonderful! Where I worked a few years ago, the grad school was moving toward a similar front-end model for grad school applicants. It's a wonderful way for both applicant/client and business owner/office to manage and track documents."

—Laura Amos


Our Financial Guy For Life!

Eric, thank you again for all the great work and professionalism. You are our financial guy for life!

Gary & Michele Thompson


I Value Our Long-term Relationship

"Eric Nelson has prepared and filed my taxes for thirteen years. He knows tax very well and is efficient, professional, and personable. I'm a long-term investor and when I find an asset that performs well, I stick with it. Eric meets this description and I'm very happy to refer him to others looking for professional financial services. I value our long-term relationship."

Michael Hussey – Very Satisfied Client since 1998


Provides Counsel Throughout the Year

"It has been a pleasure having Eric handle our tax and personal financial issues.  He is knowledgeable and trust-worthy which certainly helps ease the stress that often accompanies tax time.  Eric is flexible and accommodating to meet our scheduling needs.  He is very “hands on” when completing our returns, so we feel comfortable knowing that the work is accurate and professionally done.  Eric also provides counsel throughout the year, so we can make smart financial decisions and understand the tax implications."

Patty & Karl Schmidt

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