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Tony Novak  800-609-0683
a passionate advocate for small business success

advice quoted in The Wall Street Journal and Money Magazine

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

Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.   |  (800) 609-0683  |  Cell/Text: 856-723-0294  |