Coletta Financial Associates

Lynn has been doing our state and federal tax returns for several years. She provides clear, understandable answers to questions and concerns. She has the knowledge and insight to provide you with all entitled deductions and exemptions. Due to her skills, we were able to amend last years return a…

Lynn has been doing our state and federal tax returns for several years. She provides clear, understandable answers to questions and concerns. She has the knowledge and insight to provide you with all entitled deductions and exemptions. Due to her skills, we were able to amend last years return and receive a nice refund check. We highly recommend her for all your tax needs. We have recently been in contact with Mark regarding financial planning. We were very impressed with his ability to translate "IRA speak" and explain our investment statements and other portfolio documents. He is also very good at going the extra distance to procure all usable information. He is highly recommended for all your financial planning needs.