Tax Specialists

Charles Green 

on Google

3 weeks ago

I was never told that my tax preparer of 30 years, David Cook retired in December 2025. The only reason I found out was that I sent him an email in March re my tax returns and the auto email reply informed me. I called the office and my taxes are being prepared by Stephanie Ozuna. I didn't know her (though per her LinkedIn she has been with them since 2001). She did a great job prepping my taxes. But I'm knocking off stars for not telling Dave's clients that he retired and sharing the qualifications of Stephanie. I had to lo... read more

Charles Green 

on Google

6 months ago

I was never told that my tax preparer of 30 years, David Cook retired in December 2025. The only reason I found out was that I sent him an email in March re my tax returns and the auto email reply informed me. I called the office and my taxes are being prepared by Stephanie Ozuna. I don't know her (though per her LinkedIn she has been with them since 2001) and I don't know if she specializes in preparing artists' tax returns like David was. And so far she hasn't called me back. I will revise this if I get some reassurance sh... read more

Bard Wheelo 

on Google

6 years ago

Dave's the best. Interesting and learned guy. I always enjoy visiting, and he's always accommodative and welcoming.