Client Review on RMS Accounting

Feedback:

We have used Steve and the RMS team for over 10 years now, and trust them to handle all of our accounting, tax, and financial matters. Recently, we had to deal with a very difficult situation that involved a death in the family, trusts, wills, beneficiaries - you name it. It was very complex and required knowledge from many different areas including tax, finance, law, and others. I think that's where we are at today - it isn't enough for someone to know only their part and then you have to go to a number of different places to put together the pieces to a puzzle. One answer impacts another. It can drive you crazy. That is what I think makes Steve and his team so unique. They - and all of their knowledge - are all under one roof. So in this situation, Steve clearly outlined our goals and made sure his team were on the same page. When I run into issues or challenges, I'm able to call Steve and he responds very quickly to provide guidance. So if you need someone to help you in financial matters - tax, financial planning, estates, etc - you'd be hard pressed to find better. I don't usually leave reviews, but because of the help Steve provided to our family over the years, I am happy to share this one.