Seth Vargo
Beth, Barry, and their team are truly fantastic. We have rather complex tax situations with a mix of standard W-2 income, royalties, dividends, real estate investments, pass-through LLCs, and more. After years of working with traditional corporate accountants, I can say that the Goldstein Tax team is truly a pleasure to work with. The team is incredibly responsive via email. I'm often in back-to-back meetings all day or traveling on an airplane, so it's really important that I have tax advisors who can use email and secure portals to exchange information asynchronously. While they also offer phone service, we've found the asynchronous engagement works best for our lifestyle. Finally, Goldstein Tax is a family-run business, and they treat their clients like family too. You're never interfacing with some random analyst or a by-the-hour consultant. Everything is personal and high-touch. That level of service does come with a premium price tag - if you're expecting H&R Block or Jackson Hewitt prices, Goldstein may not be the best choice for you. We personally find their prices more than awesome for the level of service and attention to detail!
