Testimonials

“My husband and I have been using Megan as our accountant for two years now. We are both so grateful that we have her — we give her our financial information and then don’t have to worry about a thing. She is prompt, knowledgeable, efficient, personable and we feel 100% satisfied with everything she has done for us.”

— Anna M.

“I am so relieved to take tax filing off my mental load every year and would not hesitate to recommend Megan’s services. When tax season rolls around, sure, give the guy on the street in the Lady Liberty costume a courteous wave back, but please support your local small business by reaching out to Megan for all of your business and personal tax needs!” 

— Cassie F.

“As a small business owner with ADHD, navigating the financial aspects of my company has always been a daunting challenge. However, since I’ve had the privilege of working with Megan, the journey has transformed into one of empowerment and growth.”

— Katie G.

“I love working with Megan! She was quick, efficient and thorough. She checked on me throughout the year to make sure I was all set.”

— Lori M.

“A couple of years ago, I was in the market for a new CPA, so I asked my business friends who they could recommend. Megan was at the top of all of the lists and it was clear from my first meeting with her that I made the correct choice. Not only is Megan my CPA, but she is now the CPA for my wife’s business, too!”

— Gary Lawrence, Owner, Lawrence Films

“I have owned a local business for quite some time now, and I can unequivocally say that we would not be as successful as we are without Megan’s expertise. She is incredibly easy to work with, explains her process thoroughly, and lays out our business plan in a timely and sensible manner. She has pushed us to be a better business, to take the necessary risks, while also managing our expectations. Megan is someone who you can simply text to ask a quick question, or make a phone call to pick her brain.”

— Alex S.

“Working with Megan for both my personal and business tax needs has been an amazing experience! Her expertise, attention to detail, and personalized approach have not only helped streamline our accounting processes but have also provided invaluable insights into maximizing our financial efficiency. Everything is simply a breeze with her.”

— Nicole D.

“Megan is our tax angel. She has been our accountant since we opened our yoga studio in 2019 and helped us navigate through all the craziness of the pandemic shut down. I am so grateful to have her on our team. She is incredibly knowledgeable, stays up to date with new rules and laws, and is EXCITED about helping people like me with their taxes. Whenever I have any questions or tax confusion, I know I can reach out to her. It is such a relief to feel so taken care of in this way and to take so much of the stress out of filing taxes for us heart-based small business owners. I keep Megan’s business cards at my studio and confidently recommend her all the time. We love you Megan!”

— Andrea C.