Katie Loder15 days agoFrom
I am so grateful I connected with Craig. After taking over as POA and Trustee for my father’s estate, I learned taxes had not been filled for several years. Gathering the necessary information was not easy but Craig worked with me while I navigated the complexities. He was even able to bring to my attention retirement pension payments that had been suspended. I’m still waiting to fully wrap up with the IRS but feel confident with Craig’s expertise we mitigated paying additional penalties.
