Roman Tax Service

We have been using this office for years and we feel secure in our financial future. The staff is attentive, responds quickly to inquiries, and makes us...

I've been getting my taxes done by Renee for two years now and I couldn't be happier with my tax results. Renee is very thorough and leaves no stone...

When our CPA of 25 yeas suddenly passed away last year, my wife and I were at a loss over finding someone we felt we could trust as much as we did him....

I have been working with Patrick Diomede for over 8 years now. He is honest ! and knows his stuff. If you are looking to purchases A new home or looking...

I am a customer, with an issue going through Probate. I am dissatisfied with the service overall .... Billing statements had errors, can never seem to get a...

Steve is so helpful, he works hard to ensure you have the right policy. His staff is also so friendly and there to help whenever needed.

My husband and I are business owners. We know how to make money. Knowing how to design a retirement plan was foreign to us. Most financial advisors focus...

Joe Hansen is amazing. He has a wide knowledge base of the products he offers. Best of all he can work wit Veterans and their VA benefits. I highly...

The team at Independent Wealth have helped secure my retirement and future for my wife and I as well as our family. Marty and Reini have handled our...

My husband has used this service for at least 10 years. There continues to be ISSUES. I, the wife, decided to take care of it myself today. I spent 2 1/2...