Client Endorsements

I started this page in late April 2015 after the end of tax season and would be honored of you wished to add a comment.

"Tony came to the rescue for me this year at the very last minute and turned a very stressful situation into one of flow and ease. I loved the fact that everything was paperless and it made it that much easier for me. Tony's patience, kindness, smooth way of navigating through the tax process and simplifying what can be a very complex topic made this an A++ experience for me. Very grateful!" - M., Psychotherapist, New York, 4/23/2015

"If you want a go-to solutions guy and you found Tony Novak, look no further. In my case, the solution translated into paying only 20% of the IRS estimated deficiency concerning last year's taxes based on my Turbo Tax self-filing. (The issue dealt with retirement contributions and was a bit beyond the scope of the Turbo Tax package.)

Despite receiving an IRS Deficiency Notice about a 2013 return smack in the middle of the 2014 tax season, Tony got things done in the limited time window allowed by the IRS. He was easy to reach, calm, comfortable to talk to, careful about gathering facts and documents and good about ensuring that I understood what was happening along the way.

Problem solved.

Good luck with your taxes!" - D., medical professional, Philadelphia, Pennsylvania, 4/22/2015

"I just spoke with Tony. He was fantastic. In less than 5 minutes I understood my problem better than I have for months. My healthcare etc, employer, etc, benefits manager, Social Security Admin, etc, could not do that." S., unemployed, Montgomery County, Maryland, 4/27/2015