"Bill, my family has been blessed by your friendship and dedicated support spanning three generations. My sisters and I will  never forget the passion and caring you brought to my dad's financial and estate plans. As he aged and his ability to digest the decisions became more difficult, he quickly trusted everything you suggested and we did.  That piece of mind meant so much to my sisters and I and they join me in thanking you."  - A 35-Year Client, October 2016

"I strongly recommend Bill for all aspects of financial and accounting advice, especially his knowledge of the ever-changing IRS regulations. He has been my professional and personal accountant for nearly 20 years." - D. Twombly