Portside Tax & Accounting ロゴ
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Portside Tax & Accounting レビュー 

9
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TrustScore 5段階評価の4.5

4.3

税務顧問
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企業情報

  1. 税務顧問
  2. ・
  3. 会計士
  4. 確定申告書類作成
  5. 確定申告書類作成サービス
  6. 記帳サービス
  7. 租税コンサルタント

当該企業による記述

Portside's extensive range of financial services caters to service-based businesses, creators, and entrepreneurs alike. From tax planning and filing to precise accounting and bookkeeping, and even expert business formation services, we've got you covered. With us, you'll gain access to dedicated professionals who are passionately committed to your financial success, all at a cost that fits your budget seamlessly.

連絡先

4.3

優良

TrustScore 5段階評価の4.5

9件のレビュー

5つ星
4つ星
3つ星
2つ星
1つ星

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この企業は最近、顧客にレビューを依頼していないため、レビューが全体の意見を反映していない可能性があります。

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4.3

すべてのレビュー

(9)

過去12か月のレビュー数: 0件

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Trustpilot に参加している企業は、インセンティブを提供したり、レビューを非表示にするためにお金を払ったりすることは許可されていません。レビューはレビュアーの個人的な意見で、Trustpilot のものではありません。詳細はこちら
5つ星のうち5の評価

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.

2024年5月1日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

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.

2024年3月25日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

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!

2024年4月8日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

Dane was awesome!

Dane was very helpful and knowledgeable.
The short video explaining everything was great.

2024年2月27日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

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!

2024年4月5日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

Everything is made so user friendly and…

Everything is made so user friendly and so efficient. No complaints at all.

2024年4月16日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

Dane was really responsive and quick to…

Dane was really responsive and quick to get our tax returns complete.

2024年3月15日
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

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!

2024年2月20日
自発的なレビュー
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

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.

5つ星のうち5の評価

Professional Service

Financial Umbrella and Dane are experienced tax professionals who provide quality service and care for myself and my business. I have been using Dane for several years now and he has made the hassle of tax season a breeze. Strongly recommend any of his services to the individual and/or business.

2024年2月21日
自発的なレビュー
Portside Tax & Accounting ロゴ

Portside Tax & Accounting からの回答

Thanks Nick! It is a pleasure to work with you and we appreciate your trust in handling all your tax and business needs.

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