I have been working with this firm since I have owned my business. Jason Soper is incredible with the work he does, as is his staff. Being able to trust someone as knowledgeable and forthcoming as Jason is imperative when working through all financial aspects of a business. His new office is very accessible and I also appreciate how flexible he has been with our meetings. I have learned a lot that has benefited my business and both my husband and I look forward to working with Jason and his team for a very long time :)

Unpleasant experience. They’re not taking new clients and the man who answered the phone told me so and hung up on me.