Financial Planning And Tax Office

Carolyn I 

on BBB

a year ago

They are great ! Very competent and helpful . I will ask them to do my taxes next year! 

Eliza A 

on BBB

a year ago

This company is an exceptional company with employees who truly care about the customers well being. They handled an extremely complex tax return for us and did a wonderful job in its preparation. There was no rush when reviewing all of the paperwork we provided. Our appointment was on time and they made every effort to make us feel comfortable at the office. If there were any questions they had , they simply called us. I would highly recommend this company to do your tax preparation. 

Ashley V 

on BBB

a year ago

Great service. I have been coming here for 3 years and the people here always do a wonderful job. 

Tkessor M 

on BBB

a year ago

The staff at FPTO did an excellent job for my family. Very happy with the service. I will be returning in 2024 

Yolanda H. 

on BBB

a year ago

Ok, I don’t know where to start so let me start by saying WELCOMING, PATIENT, KNOWLEDGEABLE, ATTENTIVE, PROFESSIONAL are just a few words to even start to describe the TEAM at Financial Planning and Tax Office. I walked through there door a COMPLETE MESS pulling my own hairs out in tears with 4 years of tax issues that needed to be amended. I was greeted by the nice man that does the notary in the back whom which escorted me to where I was supposed to be. I am here to tell you that Jeannette and Olu combed through my mess wi... read more

Taiwo O 

on BBB

a year ago

Highly professional in their service. We were having issue with our refund from our previous preparer that has pushed us into auditing but when we came to Financial PLanning and Tax office Ms Jeanette helped resolved the issue within two days. Their customer service is super amazing. Thanks Jeanette for all you do. 

Patsy L 

on BBB

a year ago

Called this morning in search of tax gelp. They scheduled me for same day service. Jeanette knows the tax rules and was so helpful. Olu was supportive and knowledgeable. They make a great team. So grateful to them. 

Cynthia Fodell M 

on BBB

a year ago

Olu and David are absolutely phenomenal in every way! In my research for the "right fit," I contacted them this morning. This is what happened: ??- I completed a short form online to several tax offices - Olu with Rosenberg Financial Planning and Tax Office contacted me via text and phone within 3-4 minutes. ??- Olu was welcoming, knowledgeable and straightforward - began assisting me immediately, assuring me I would receive a call from David at the office. ??- David contacted me within minutes and after providing him with m... read more

Kayla M 

on BBB

a year ago

I am so happy I found these people they are amazing so helpful they did an amazing job with my tax return they also have really good customer service they were just one phone call away and always answered they answered any questions I had very truthful I will be coming back for my 2023 taxes ????