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Anna Wade
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Female
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Aldaris CPA Group maintains outstanding service and talent. We have worked with Edwin in two different capacities. The first is as a financial consultant to guide us in the impact of life transitions such as the purchase of a home, beginning a start up business, and scheduling debt repayment and childcare costs, and potentially pursing additional degree programs. The second is as our family CPA to provide annual tax filing services in addition to helping provide guidance to help us modify our allowances and deductions to maximize our monthly income and minimize our annual tax payments. At all times, Edwin has been professional, approachable, and incredibly talented at what he does. As a young family, starting out in our financial growth, we were apprehensive and nervous to sit down with a formal CPA practice. While we were unsure where to start, Edwin helped guide the conversation in a collaborative and inclusive way that allowed us to participate in the development of a personalized service plan that met all of our needs. We are able to work with Edwin throughout the year as things come up, as they always do, and are not just restricted to communication and work in the tax season. We are incredibly pleased with the work of Aldaris CPA Group and we highly recommend that you and your family consider this team for your CPA needs.
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Public - a month ago
reviewed a month ago
Excellent customer service from start to finish. We felt that each step in the process - initial telephone conversations and staff availability, walking in the door for our appointment, conversations with sales managers and supervisors, introduction to the dealership, review with the finance manager, and the final tour of our new cars with the customer service team - was executed with professionalism and poise. It was such a pleasure to have a meaningful conversation with the team at Auburn VW. We honestly felt like we were making friends and getting the most for our money. The sales team worked within our personal budget to make our trade-in as valuable to us as possible. We couldn't be happier. We worked with Spencer, Dan, Jon, and Loren. A great team all around!
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Public - 2 years ago
reviewed 2 years ago
2 reviews
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