Strong Communication Skills

By October 26, 2020November 13th, 2020No Comments

Our entire family recently transitioned to Marisa McBride after our long-time tax preparer retired and the experience has been wonderful. Last year’s taxes were very complicated with death of my mother and stepfather, the sale of their home, living trust tax filings, K1’s, etc. Marisa guided us thru the entire process and handled everything with ease. Marisa also prepared our 26 year old son’s taxes who lives out of state, as well as our 23 year old daughters taxes. Marisa has very strong communication skills. I recall her promptly answering ALL my questions (which I had a lot of) and consulting me about the tax strategies for today and in the future. Our family highly recommends Marisa for all your tax and financial needs.

Paul S, Dana Point CA
San Clemente Web

About San Clemente Web