John
Knowledgeable on complex tax scenarios and excellent communication
I switched to Freyman CPA as my tax situation became more and more complex. They've done a great job working through the details of my employee stock purchase plan, Options and RSU sales, Roth IRA rollovers, and an out-of-town rental property. They handle the details correctly, including cost basis adjustments and optimizing rental gains/losses. They went above and beyond to ensure no overpayment was made in my complex ESPP situation. What I value most is how responsive they are. When I had a question on this year’s return, I had an updated version back the same day, ahead of the filing deadline. Highly recommend them for anyone with equity compensation or investment properties.




