Proactive Planning — Confident Results

Brandon is amazing! His website and portal make it easy for keeping track of documents and communication. He also welcomes phone calls or office visits and is offering planning services now. Brandon does more than just plug in numbers on forms and submit them, he cares about his clients and goes above and beyond to ensure the most tax savings possible. I had a question about taxes and health insurance and how my decision would affect my taxes. He took the time to do the calculations which made my decision easy and saved me money in the long run. My son highly recommended him to me, and now I highly recommend him to others.

Brandon did an outstanding job of assisting us with our rather complex tax returns this year. The portal used was very convenient and the customer service was top notch. Even after we discovered we had inadvertently forgotten to upload a document the day returns were due, Brandon and his team were able to quickly remedy the issue and help us get our tax returns filed on time. I highly recommend!

Brandon understands the complex personal and business tax landscape and does an amazing job translating all of it into easy-to-understand requirements with actionable recommendations.

very knowledgeable, responsible and kind. PenCoast tax is very professional and trustworthy . the best!

We had a very unusual situation with a deceased relative who we needed help resolving previous year's tax issues. Brandon took this task and is working through it. We like working with Brandon. He is very professional and knowledgeable.

It is the best tax service we have ever used. Brandon is detail-oriented, responsive, knowledgeable, and most importantly honest and trust-worthy. We have had some very complicated tax situations and Brandon has gone out of his way to ensure accuracy to avoid any future problems. I would recommend PenCoast Tax Services to everyone I know.

Brandon has always taken such incredible care of me and my taxes. Each year I'm at ease knowing I just have to plug in a few numbers and in a snap my return is in my account and ready. Complete stress free process. Good to know I'm in good hands. I highly recommend Brandon and PenCoast tax services.

This was an introduction meeting for Brandon & me to get to know one another and for me to decide if he can be the right CPA to do my taxes. He already has given me some concepts and tools to organize my "paperwork" to meet compliance with the tax codes. Immensely productive first meeting. Brandon makes an effort to develop a personal bond with me to best address my concerns, timelines, and life goals. I'll see how this year's tax preparation goes, but I'm already configuring my paperwork differently. Looking forward to working with Brandon.

I see that Brandon has responded with excuses about the pandemic. We met prior to the pandemic, September 2019, and his Yelp response came two years after I finally posted my review, when he disregarded my follow-up. I couldn't move forward with Brandon because he lied to me, claiming to have read my messages when he obviously didn't, while complaining that he was overloaded with deadlines. I followed up in 2021 because I felt damaged by our initial engagement and was hoping there was a way through. No response, which he has attributed to the pandemic. Again, my experience with Brandon was six months prior to the pandemic, and the reasonings he's listed here do not apply to this situation. His pandemic cop-out is a deflection from his disregard for my 2019 polite requests for guidance before I was to meet with the IRS. It is disingenuous to for him to claim otherwise.

For over 5+ years PenCoast Tax Services has been supporting me through multiple relocations, guidance on tax implications while trying to start my own business as well as provided great contacts on my own journey through asset management and retirement. Would whole heartily recommend them!