I requested an appointment and had several needs. Their comment field on the electronic appointment request is limited, so I could not list all of my needs. He apparently couldn’t help with my first request, so he cancelled the appointment. I rescheduled electronically and he canceled again (electronically stating that he couldn’t help me). I needed several other tax related services that would have generated a good residual revenue throughout the year for this firm. But Scott just kept canceling and would not get on the phone. I’m in sales, and I never pass up the opportunity to speak with a client, even if I can’t assist with one need, they may have others that I can support. I stay hungry and humble and have service as my mission. I guess this firm isn’t hungry enough!! Consider reading your own values on your About page. Yes, you were responsive - you quickly canceled. I gladly would have paid you in advance for your time.

Working with Scott has been great. This is our second year working with he and his firm and he’s made both process easy for us as a military family. He’s knowledgeable of many states tax laws and even rectified and issue that came about when my husband filed his taxes with a different firm. We’ll be worked with him again for sure.

Scott was great to work with! I really appreciated that he took the time to explain things and answered my questions so thoroughly. Highly recommended!

It is a pleasure to work with Scott. This is my second year working with him. He is personable, fast, and courteous. He takes the hassle out of my finding time to do my own taxes and is current on the new tax laws. I highly recommend BridgePath CFO Solutions to anyone looking for an accounting firm for any and all their needs. I look forward to do my taxes now!

Scott is always timely in his responses and makes it extremely easy to provide documents and answers questions so that tax filing can be quick and easy.