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Witmer Tax & Financial Services

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Willow Street, United States

witmerfinancial.com
Tax preparation serviceFinancial planner

Witmer Tax & Financial Services Reviews | Rating 4.2 out of 5 stars (5 reviews)

Witmer Tax & Financial Services is located in Willow Street, United States on 271 Peach Bottom Rd. Witmer Tax & Financial Services is rated 4.2 out of 5 in the category tax preparation servicefinancial planner in United States.

Address

271 Peach Bottom Rd

Phone

+17174641958

Open hours

...
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G

Guess Quest

Wish I could give zero stars. Filed my taxes last year with them. Stated that I wanted to receive Direct Deposit instead of check. Gave my banking info. Filed the paperwork. Went to pick up taxes two weeks later and ... you guessed it ... its a check. Said they had all my info on file but did not submit it with my taxes. Then why take my info at all?? Then BOOM. Covid-19 hits. Waited weeks for my Stimulus Checks. WEEKS. All bc they didn't hit a button. This is why you don't eat pizza on your lunch break in front of clients. YOU FORGET THINGS. Thanks for the huge inconvenience. Still get mail from them to come back. You can already guess I won't be. Phew, that's all have a blessed day! :)

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B Sage

Wanted to commend the Witmer team on 'all' of the hard work they do in keeping the tax filing season to a min. process and as stress free as possible for their clients. Roxanne listens to us when we discuss our taxes, she is very diligent. I have recommended people to Witmer and they are also now repeat clients. This firm is AAA

M

Marsha V Stiles

I took several folders of financial information containing my deceased mother's personal, estate and two trusts to Roxanne Witmer-DeWitt to prepare 2 year's worth of tax returns. It was a complex financial situation and was handled extremely well. I had an office meeting to review each file and get recommendations on how to handle the banking. I could not have been more pleased with the matter, especially since the Florida state returns were prepared as well as federal. It was handled very professionally and everyone on the staff was friendly and helpful.

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Ryan A

Alway a good experience.

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Cathy David

Roxanne does an incredible job with our annual taxes. My husband works from home which complicates our return and every year when we bring in our information she performs some calculations and gives us an estimate of what we will owe or what we will get back...and she is always correct. This makes tax time much less stressful as we have a good idea of what to expect even before we pick up our completed taxes. We are very pleased with Witmer Tax.

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