Testimonial

Dear Terry:
You and your staff did a very good job of preparing our income taxes.  Mary and I feel very blessed to have you available to take this job off my shoulders.  There are so many changes to tax prep that I wouldn't have any knowledge of.  Please tell your people that we really appreciate their work and the hours they put in.

Thanks again,
Jim and Mary Day


Dear Terry:
The past 10 years that I have been a client seem to have flown by.  There have been new milestones as well as challenges but through it all I have never had any reservations or concerns about my tax preparations.  That is worth a lot!  You're the best.

Special wishes to you and your family
Phyllis Graves


To Terry Cogan and Staff:
What a miserable situation you had to deal with for us!  It should not ever happen again.  We would like to have you take charge of our tax reporting from now on.  Macular degeneration certainly limits one's ablility, but with help such as yours, it is possible to manage and we appreciate that.  We are fortunate to still be a couple at the age of 93 and to have your help in managing our affairs.

Thanks for what you do for us,
Gladys and Don Oatman


Dear Terry:
Thank you again for all your help with my father's estate.  I've paid the taxes and will finalize the remainder of his assets in the next few weeks.  You played a huge part in helping me make this a smooth and relatively painless process, with incisive advice and guidance.  If you ever need a reference, please call me.  I'd be happy to tell anyone what a pleasure you have been to work with.

All my best,
Jack Swanson Jr. (son of Jack Swanson)


Dear Terry:
I can't begin to say thank you enough for all you did for Mom & Dad as well as myself.  Dad always thought you were the best and loved his meetings with you over the years.  Thank you for all your help in handling the estate.  I sure will miss the trips to Green Valley.

Best of luck to you,
Marta Swanson (daughter of Ruth and Bernie Reese)

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