Portside Tax & Accounting Reviews | Read Customer Reviews of financialumbrella.co

Portside Tax & Accounting Reviews | Read Customer Reviews of financialumbrella.co

Portside Tax & Accounting reviews

Showing 9 reviews with 5 stars · Clear filters

Ali
May 14, 2024
Experienced and Trustworthy
Using Financial Umbrella has been an amazing choice for our company. Dane is thorough and experienced. Over the years, he has helped us navigate through the complicated waters of taxes, financial planning/projections and so much more. Very happy.
Response from Portside Tax & AccountingMay 14, 2024
Thank you for your kind words! It's been a pleasure working with your company, and I'm thrilled to hear that Financial Umbrella has been able to meet your needs effectively. Providing thorough and experienced service is always my top priority, and it's fantastic to know that my assistance in navigating the complexities of taxes and financial planning has been beneficial for your business. I look forward to continuing to support you in the future and helping your company thrive even further.
Report
Joshua B.
Apr 25, 2024
Dane is fantastic
Dane is fantastic! Very easy to work with and explains things to me in ways that make sense. He's handled several issues for me with ease and was very affordable.
Response from Portside Tax & AccountingApr 25, 2024
Thank you so much for your kind words, Josh! It's been a pleasure working with you and I'm glad to hear that my explanations have been helpful. Providing quality service at an affordable price is always my goal. If you ever need assistance in the future, don't hesitate to reach out.
Report
Vincent C.
Apr 24, 2024
Dane saved the day!
Dane saved the day! My old tax guy wasn’t able to do my taxes in time. I let Dane know with very short notice. He reassured me he would be able to get them done in time. He set me up with a very intuitive app on my phone. I uploaded all my documents securely onto the app and answered a few questions. Dane got to work and within a few days my taxes were ready to go. He also produced a very cool informative video about my tax breakdown which was very impressive. I have already recommended Dane to a few friends and family members and look forward to working with him for years to come!
Response from Portside Tax & AccountingApr 24, 2024
Thank you so much for your kind words! I'm thrilled to hear that I could assist you in navigating your tax needs efficiently and effectively. It's always my priority to provide timely and reliable service, especially when unexpected challenges arise. I'm glad the mobile app streamlined the process for you, and it's fantastic to hear that you found the tax breakdown video informative and engaging. Your recommendations mean a lot to me, and I'm excited about the opportunity to continue supporting you and your loved ones in the years ahead.
Report
Sean W.
Apr 18, 2024
Dane was awesome!
Dane was very helpful and knowledgeable. The short video explaining everything was great.
Response from Portside Tax & AccountingApr 18, 2024
Thank you for taking the time to share your experience! I'm thrilled to hear that I was able to assist you effectively and that you found the explanatory video helpful.
Report
Brittany F.
Apr 17, 2024
Seamless and very supportive experience…
Seamless and very supportive experience filing taxes! This was out first year with multiple W2s and owning 2 businesses. WELL WORTH EVERY PENNY to have the support, oversight and knowledge from Dane! Thank you!
Response from Portside Tax & AccountingApr 17, 2024
Thank you so much for taking the time to share your experience with us, Brittany! I am thrilled to hear that you found the tax filing process seamless and supportive. It's wonderful to know that I was able to provide you with the support, oversight, and knowledge you needed. I truly appreciate your kind words and are grateful for the opportunity to assist you.
Report
David V.
Apr 17, 2024
Everything is made so user friendly and…
Everything is made so user friendly and so efficient. No complaints at all.
Response from Portside Tax & AccountingApr 17, 2024
Thank you so much for your kind words! We are delighted to hear that you found our platform user-friendly and efficient. Your satisfaction is our top priority, and we are thrilled that we were able to provide you with a seamless experience.
Report
Alicia K.
Apr 16, 2024
Dane was really responsive and quick to…
Dane was really responsive and quick to get our tax returns complete.
Response from Portside Tax & AccountingApr 16, 2024
Thank you so much for your kind words! It was a pleasure assisting you with your tax returns, and I'm glad to hear that you found my service responsive and quick. If you ever need assistance in the future, please don't hesitate to reach out.
Report
Tracey V.
Feb 23, 2024
Highly Recommended!
Thank you Dane for taking us on as a client! You are truly a pleasure to work with, and we highly recommend you. We look forward to working with you many times again!
Response from Portside Tax & AccountingFeb 26, 2024
Thank you, Tracey! It was a pleasure working with you this year as well and I am glad to hear that I appreciate the kind words and recommendation.
Report