Accounting Connections LLC

Reviews

• ★ ★ ★ ★ ★
  I was introduced to Diane years ago by one of my oldest friends, so I saw her socially long before I needed her professional skills. In 2011, another of my dear old friends passed away, naming me as his executor. My late friend, who knew Diane socially as well, selected Diane to help him with his personal taxes for the two years prior to his death. Because of my obligation to my late friend to manage his estate ethically and prudently, and because of my responsibility to the probate court to properly wind down the estate, I asked Diane to prepare my late friend’s final return as well as those of the estate. I selected her for these tasks for several reasons. Among them, my late friend had confidence in Diane and her work. Secondly, she had his prior years’ returns on file, returns that I would have had to search high and low for, and still not know if the returns I found were the ones he actually filed. Another reason, her experience and her professional credentials fairly represent not just the breadth of her knowledge but the depth of her knowledge about the tax code. Too, her command of the details and her laser like focus on every line, every form, every question is quite impressive. Though highly trained, experienced and engaged, when she was presented with an issue where she lacked familiarity, she didn’t hesitate to seek out the expert opinions of other qualified advisors and respected members of her profession. A high priority for me in this decision was her ethics and professionalism. Her honesty and straightforwardness provided me with a much needed comfort level as I worked to preserve and distribute the estate according to my late friend’s wishes. I can say without reservation that asking Diane to prepare these returns for me was one of the best decisions I made during this process. Though I would have preferred a different set of circumstances for working together, I can think of no other person I would rather have worked with.
  By Ken Gillett, July 06, 2017

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