MOISE ADVISORY GROUP

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Introduction: I analyze where you are in the Financial Planning Life Cycle and Business Life Cycle. Then focus on your strengths and weaknesses. What's going well, what needs improvement? I can help you accomplish your goals or to increase your bottom line. How do you get to the next level? Let me help you "begin with the end in mind!"(S. Covey, 7 Habits). We are in it for the long term. Your success is our success. Clarifying your route and throwing off discouragement will help you focus .

Overview

Hired 7 times

3 employees

42 years in business

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4 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

4.3

4 reviews

5

75%

4

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2

25%

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David S.

Jul 13, 2017

Mac has been helping us for years. He is trustworthy and compassionate.

Stephanie B.

Jul 14, 2017

I felt that Mac was truly paying attention as I expressed my concerns for my future financial stability. The plan he prepared for me addressed both my short-term and long-term goals. He is extremely well-informed in his field, and above all I admire his ethics. Mac has earned a place in my small circle of trusted advisors.

Penny S.

Jan 23, 2018

Return email orcall.

Individual Tax Preparation

Cindy T.

Apr 19, 2018

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Hired on Thumbtack

Mac Moise was the best. He made me feel really comfortable when we met. I was extremely nervous about my tax preperation for 2 yrs. I had a very sensitive situation, and within 5 minutes I knew he understood that. My taxes were done in days, even though it was the last week. Mac charged a VERY fair price. He also found deductions I would have never thought about. The whole group Kim, Nancy and Bud Krater make you feel like you've been there for years. Well now I will. Never have to look for another accountant, Mac is the guy. Now Mac will be helping me with my financial planning as well. This is one great group of people. Thank you Mac Moise

Individual Tax Preparation

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
One hour free consultation on my office, followed by two hour data gathering $125. I have retainer or hourly pricing.
What is your typical process for working with a new customer?
Initial consultation, gather data, proposal for services. Detetmine priorities, options available, and time line. Proposal could include resources specific to you industry.
What education and/or training do you have that relates to your work?
Over 30 years in this industry. Director of Small Business Services for American Express Financial Advisors, now known as Amerprise. Trained advisors to work with business owners.

MOISE ADVISORY GROUP

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