I, very fortunately, was orphaned by my previous tax services firm of the last 8 years. They got too busy and had to “streamline” their client base, hence I was left to find someone to assist us with our tax prep.. I stumbled on Moneywise, Jean Zhao in particular, and my wife and I met with her just today.
In my 50+ years of meeting with tax prep professionals, I’ve never been more impressed. Aside from being a consummate professional with outstanding and up-to-date knowledge of current tax code, Jean took the time to not only explain our return but to skillfully advise us on maximizing future returns. My heartfelt thanks go out to Jean and furthermore to our previous tax folks for putting us in position to “discovering” her. Unequivocally, the best thing that could have happened. I’d recommend Jean and her firm without hesitation. The grass sometimes IS greener on the other side!
– Marc R