6 customer reviews
Kat Reinhardt
What would I do without Dan Regenata as my financial advisor/retirement planning and a 10 year history of tax preparation? I can’t fathom an answer except to say I would likely be lost. Dan not only takes his time to explain subjects I know little about and after having an unexpected change in my situation he has made me feel so relieved and with an understanding of my future. I have recommended him to friends and family and will continue to do so! If you’re looking for someone or unhappy with your current financial advisor, look no farther. More...
Reviewed on Google Maps
Linda H
I went to Dan with several years of receipts literally in a box and he patiently helped me through the mess I had. His professionalism and attention to detail with my returns helped alleviate a great deal of stress. I recommend him to everyone I meet, Dan is a stand up guy who does an amazing job! More...
Reviewed on Google Maps
Linda H
I went to Dan with several years of receipts literally in a box and he patiently helped me through the mess I had. His professionalism and attention to detail with my returns helped alleviate a great deal of stress. I recommend him to everyone I meet, Dan is a stand up guy who does an amazing job! More...
Reviewed on Google Maps
Tom Filocco
Dan's great at getting the most out of your tax returns. I had a complicated tax return that I didn't want to tackle myself, and Dan was able to simplify the whole process and ask the right questions, and I ended up with a big difference in my favor vs. the online software I tried previously. Fast and friendly service - well worth the investment! More...
Reviewed on Google Maps
Tom Filocco
Dan's great at getting the most out of your tax returns. I had a complicated tax return that I didn't want to tackle myself, and Dan was able to simplify the whole process and ask the right questions, and I ended up with a big difference in my favor vs. the online software I tried previously. Fast and friendly service - well worth the investment! More...
Reviewed on Google Maps
Tom Filocco
Dan's great at getting the most out of your tax returns. I had a complicated tax return that I didn't want to tackle myself, and Dan was able to simplify the whole process and ask the right questions, and I ended up with a big difference in my favor vs. the online software I tried previously. Fast and friendly service - well worth the investment! More...
Reviewed on Google Maps
