Testimonials and In The News
"continues to be, beyond amazing"
"I was introduced to the Straight Path team during a very stressful time of trying to balance the demands of my career, business management, and family responsibilities. Due to prior bad experiences with tax advisors and accountants, I was apprehensive about meeting with them. To my relief, the team at Straight Path was, and continues to be, beyond amazing. They are knowledgeable and punctual in terms of their services and, most importantly to me, they are honest. Now, rather than agonizing over contacting my financial advisors, I look forward to talking with them as I know I will be given sound advice in an easily understandable format."
"I have used Jenison Accounting for many years with 100% satisfaction. They are professional and keep up to date with the latest tax codes and rules. They take good care of me and my finances."
"They are top notch"
"The team here is very quick to respond and great at what they do! I recently had a problem I needed solved and Victoria got it sorted out and fixed very quickly and kept me up to date as she went. They are top notch!!"
"single-handed biggest value added decision that I have made for my small business"
"I have been using the accounting services at Straight Path Tax for some time now. This was the single-handed biggest value added decision that I have made for my small business. They handle all of the accounting and bookkeeping needs for my business. Our books are always current, and all of our reports are always up to date.
This allows me to focus my time on the part of my business where my strengths lie. The team at Straight Path is always available when I have questions. The combination of the accounting side of Straight Path Tax and the Wealth management side have been extremely valuable to both my business and personally. The team at Straight Path Tax has been instrumental in the substantial growth that my business has achieved over the last 5 years."
"knowledge and attention to detail to be exemplary"
"We have used StraightPath Tax for our tax preparation for several years. They are always available to answer our tax and estate planning questions in a very timely manner. We have found their knowledge and attention to detail to be exemplary. We highly recommend StraightPath if you are searching for a new tax preparer/partner."
"would not consider going anywhere else"
"We have been using Straight path tax and accounting for years and would not consider going anywhere else. Everyone in the office is very knowledgeable, friendly, and quick to help with any questions we have. I can't say enough good things about them."
"highly recommend them to anyone!"
"We have thoroughly enjoyed working with Rhiannon and her team at Straight Path Tax! They are responsive, helpful, and go above and beyond to make sure that they meet your needs. They are always willing to answer any questions that you may have and work hard to make everything easier for you! We are grateful for the opportunity to work with them and would highly recommend them to anyone!"
News articles featuring financial advisor Matthew Boersen CFA, CFP®
Youngest CFP Board Chair-Elect Explains Why He’s Passionate About Planning
How To Plan Out A Major Project: Seven Approaches To Remember
Matthew Boersen elected for CFP BOARD 40 UNDER 40
What financial advisors recommend you do with your bond portfolio as the Fed raises rates
Matthew Boersen Saves Couple $300K In Taxes