Tallis & Associates

My wife and I had a delightful time doing our taxes with Mark today. I know, that sounds impossible, but we went in anxious and left having a great conversation and plan for the future.
Apr 1st, 2023

May 1st, 2022

Top notch tax service, fast electronic filing. Mark is personable, professional, and takes the time to ask the right questions to get the right information to optimize tax returns. He is saavy on wealth management and estate planning issues so he was able to help educate us on pensions and benefit regulations and avoid mistakes that could have needlessly cost us in future years.
Feb 9th, 2019

Sep 3rd, 2018

I suggest going somewhere else!! This was the first time that we went to Mark Tallis and it will be the last. We had our taxes done by him in the beginning of April, and still have not received our refund. I'm not sure why he can't process it electronically? But what makes me upset is that I have called 5 times asking about our refund, and each time I've been told by his secretary that he's busy doing something and that he'll call me back, and he has not returned my calls. Very unprofessional and disorganized.
Jun 22nd, 2018