Jerry M.
Jerry is a motivated financial professional who has 30 years experience in the tax preparation business, helping clients with their individual and business tax returns. Jerry is focused on excellent customer service by saving clients money, completing rapid turnarounds, and providing easy access. Jerry is dedicated to continuous improvement and will be adding financial services to his roster of services, having recently passed securities and life insurance exams. I look forward to hearing from you!
Reviews
Sammie P.
I have been dealing with Jerry for over 10 years and I have been very satisfied with the tax work that he has performed for me and my father. Jerry has taken on my boss' tax return, which is complex and requires research with complex issues. I am very satisfied and will continue to use Jerry's service!
Kathy T.
Jerry has worked with my family and our multiple businesses for multiple years. He provides weekly accounting services and completes the necessary tax quarterly and annual filings. He provides excellent service, coming to our business location and home to conduct business meetings and drop off paperwork. I highly recommend Jerry!
Van and Mary K.
Jerry has prepared our business and individual tax returns, and my father's tax returns for several years We have found him to be very knowledgeable about new tax laws from year to year, providing fast turnarounds and reliable service. I recommend him to my friends and family because I know he will go above and beyond to get things done!