Modern Tax Advisors, LLC

I 100% reccomend Modern Tax Advisors. From the minute I called, Jaclyn was super helpful & responsive. My initial meeting with Cliff went awesome. They are all so understanding and down to earth. Cliff really took his time to make sure everything was done correctly considering I had a more challenging return to file & Jaclyn kept me in the loop every step of the way. The online portal they utilize makes everything so much easier and much more efficient. A few clicks and I was done! Modern Tax Advisors definitely gained a lifelong client!
Apr 11th, 2024

Our accountant passed away and we were left in a bind. Kevin and Jaclyn couldn't have been more helpful and accommodating. It was a great experience and I would highly recommend them to anyone.
Apr 10th, 2024

My first contact was with Jaclyn, I explained my reason for calling and she sent me a link to set up access. My great-aunt has been a client for several years and was unable to meet in person this year. Cliff and Jaclyn were awesome assisting in ensuring everything was submitted on time. A very reasonable fee for a very complicated tax return. Highly recommend Modern Tax Advisors!
Apr 9th, 2024

what a pleasant experience. first time getting our taxes done somewhere and they made it such a breeze while also guiding us in the right direction. full of information on things we didn't even know and very responsive when we had questions. couldn't recommend enough!
Apr 5th, 2024

JACKPOT, My wife and I feel like we hit the lottery after our long time accountant sold his practice and we were now in a position of having to find someone who could look after us and take care of our needs. We were so fortunate to find George at Modern Tax Advisors who has done everything for us that we discussed and then some.. George has taken care of us as if we were family, who could ask for anything more. We are so comfortable with him and Modern Tax Advisors and look forward to a long term relationship.
Apr 1st, 2024