Before working with Borbala, I was frustrated with finding all of the tax benefits I was entitled to, both in my business and in my personal tax situation. I was leaving a lot of deductions on the table and didn’t have a strategy. I also didn’t have a trusted business advisor regarding other financial aspects.
Within one hour of working with her I had a much clearer idea of what I could do to maximize my tax strategy for my business. I highly recommend working with Borbala because she is a tax strategy expert, and is able to explain the technical aspects in a way that makes sense, without all the jargon. She is also a warm and caring partner in shaping the financial future of one’s business. I never feel like I’m a “client”, I feel like a friend.
Before working with Borbala, we did not have a budget in place; we were not analyzing our financial reports to make financial decisions – because we didn’t have financial statements.
Within the last few years of working with Borbala our firm has been able to make day-to-day and long-term decisions that have affected our tax liability, and our ability to grow in smart ways. Now, our firm is less stressed and more confident that we are making the right decisions for us and for the clients we serve.
I highly recommend working with Borbala because she is extremely knowledgeable and responsive in a way that most vendors are not. Returning calls or emails the same day and for a consulting firm like us makes all the difference.
Concierge CPAs has been a wonderful partner and resource for my tax planning and accounting needs. Before working with Borbala I did not have systems in place to proactively manage my taxes. Because of Concierge CPAs, I now have constant visibility of my tax situation. The systems and forecasting that Concierge CPAs has implemented has created opportunities to be more strategic with my tax planning. I truly enjoy working with Borbala and her team and have had the trust and confidence in her to recommend her to several of my clients.