John and his team provided good resource. They understand our needs going through the ESOP and tax filing process.

The organization and its employees are all very professional and trustworthy and very proactive in informing their clients of proposed or enacted regulations that may affect their clients.

I have sent an email to PP&CO explaining my experience. It has been a long and appreciated relationship. From approximately 1978 to the present. I feel very secure, with all my questions answered any time I have a concern. In many ways you are my extended family.

Tom Wagstaff and his team are superbly knowledgeable and on top of financial/tax changes. I solidly trust his judgement, am impressed about how he retains memory of the details of my case, while being personable and efficient. I am comfortable knowing I am in good hands.

Firm has provided outstanding service and has been very responsive for years.

Our service has been reliable and efficient, David, Martida, and Kim are a good team and have always listened and taken care of our needs.

Tom Wagstaff is superb! We will be with him as long as we are above ground and require tax service! Bob

We have been 100% satisfied with the intelligent, helpful services we have received

The receptionist, Kimara, is absolutely fantastic human being who is always very considerate and helpful. Martita is always willing to answer my questions and is very kind and patient.

I have confidence in your advice. I think you listen to me and help me appropriately, Your empathy for my situation is evident and appreciated. You have been encouraging and supportive in helping me gain financial knowledge. You have taken away some of my worries; that is very valuable to me. Martita Emde and David Doolan are fabulous and I like that they work together to give me the very best service and advice. Thank you.