Went really well. Having retired in the middle of last year, starting social security, dipping in to my retirement, medical expenses, health insurance...among other things, I needed a real professional. Terry is very friendly and easy to work with and obviously knows his "stuff". Two things I'm most impressed with when I'm looking to hire someone are how quickly they get back with me when you contact their business and making me feel valued as a client/customer. Terry excels at both. I highly recommend Terry for tax preparation.
Terry was very professional and helpful in assisting us to file a very complex tax return including foreign wages, home purchase, etc. He was easy to get in touch with / communicate with and great at explaining all concepts. We would recommend his services.
Excellent service. Very thorough and friendly!