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Customer Review Ratings
Average of 18 Customer Reviews
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Review fromPam F
Date: 03/15/2024
I have worked with The Tax-Efficient Group on several projects over the past year. I could not be more complementary of the knowledgeable assistance I have consistently received form everyone with whom I have worked. I would recommend them to anyone looking for assistance in thinking creatively and creating valuable corporate solutions.
The Tax-Efficient Group LLC
Date: 03/16/2024
Thank you *** it has been our pleasure to assist in your company's growth, and looking forward to continuing our support!Review fromLenny C
Date: 03/10/2024
I recently had the pleasure of working with The Tax Efficient Group for my business tax reduction needs, and I must say, I am thoroughly impressed. From start to finish, their team demonstrated professionalism, expertise, and a commitment to providing top-notch service.First and foremost, their knowledge of tax laws and regulations is unparalleled. They were able to identify various opportunities for tax savings that I would have never discovered on my own. Not only did they help me minimize my tax liability, but they also provided valuable advice on how to optimize my finances for the long term.Moreover, their customer service is exceptional. Every interaction I had with their team was prompt, courteous, and informative. They took the time to answer all of my questions thoroughly and ensured that I felt confident in their recommendations.Overall, I highly recommend The Tax Efficient Group to anyone in need of tax planning or consulting services. Their expertise, professionalism, and dedication to their clients set them apart from the competition. I will definitely be returning to them for all of my future tax needs.The Tax-Efficient Group LLC
Date: 03/14/2024
Thank you **************. It has been a pleasure assisting you and your firm in curating effective solutions!Review fromJay G
Date: 03/09/2024
Professional and creative approach to cost ***************** for my businessThe Tax-Efficient Group LLC
Date: 03/14/2024
Thank you ***, and we're looking to providing you and your team with more cost **************** in the future.Review fromLucia M
Date: 03/07/2024
Exceptional service! The team at the ** Group went above and beyond to ensure my tax savings was seamless and stress-free. Their expertise and attention to detail were evident throughout the process. Not only did they maximize my deductions, but they also provided valuable advice for future tax planning. I highly recommend using their services to anyone seeking reliable and professional tax services. A five-star rating is well-deserved!The Tax-Efficient Group LLC
Date: 02/01/2025
We love assisting our business owners in sustainability and growth! Thank you for the kind wordsReview fromVictoria C
Date: 02/28/2024
We worked with The Tax-Efficient Group to set up the **************************** Program for our company. The program and process were very well implemented. We were made aware of everything that was needed and what the expectations were of us. ********************, and their team made the setup of the program very smooth. They communicated every step of the way and our plan is now up and running. I am very happy with their level of professionalism and service.The Tax-Efficient Group LLC
Date: 03/14/2024
********, we can't say enough about the positive and productive aura around you and your team. We appreciate the opportunity to continue our ability to assist your organization in even more growth. Thanks again!Review fromJessica O
Date: 02/28/2024
I worked with TE on several ERC deals for my insurance clients. I can't praise the company enough on the level of customer service. Every time a client had a question they would take my call and give me detailed information. I would highly recommend them.The Tax-Efficient Group LLC
Date: 03/14/2024
******* you have been such a pleasure to work for and we look forward to assisting you and the team in the future!Review fromPeter K
Date: 02/24/2024
TE Group saved the day. They did a comprehensive review on my business. I only have 5 employees, however as a small business owner I didn't realize how much money I was losing due to the way I have my business structured. After their review and suggested changes and tax advice I got from them, it was eye opening how much they helped me. In the end, my bottom line improved and as the wonderful government already taxes too much of our hard earned money, it was a huge joy to see more in our pocket. My only complaint was that I didn't come to them sooner. Both **** and ******* are stand up fellas and I highly recommend their services to anyone looking to improve there business, review the tax structure, and basically save money via vehicles I never even knew existed. thanks a million (literally$$).The Tax-Efficient Group LLC
Date: 03/14/2024
**************** you're a rockstar and the opportunity to assist you and team has been an absolute pleasure. Thanks again for the opportunity to help you build such an amazing company!Review fromMarc L
Date: 02/21/2024
Insightful, effective, and incredibly knowledgeable group. The team was instrumental in providing our executive team with the much needed tax-efficient solutions to assist in our continued growth in our respective industry. Thank you for all of the hard work, and continued support. Looking forward to re-engaging in the future!The Tax-Efficient Group LLC
Date: 03/14/2024
Thank you for the kind words, we always appreciate client feedback!
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