Bill and Company has been doing our taxes for 12 years. We have 2 businesses (both S Corps). I rate Bill and crew 5 stars. I am writing this review as I saw a few negative ones and I simply...
Healey & Associates
(4)
Healey & Associates, located in Rancho Mirage, CA, is a well-established firm with over 40 years of experience serving clients' business, financial, investment, and tax needs. Led by owner Bill Healey, the firm is dedicated to providing superior client service and guidance.
Specializing in a range of services including retirement planning, tax preparation, and financial tools, Healey & Associates offers valuable resources such as informative newsletters and interactive calculators on their website. With a focus on proactive and responsive client support, the firm aims to continue delivering high-quality professional services to its valued clients and visitors.
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Reviews
I went seeking counsel on tax strategies as I prepare for retirement. The 45 minutes spent there with the discussion provided absolutely no value. Back door Roth, the tax rates on Social...
Healey & Associates is to be avoided. - Mistakes: plural. - That included filing the wrong forms in California two years in a row when it's CA accountants, which was discovered by a third...
I was concerned when I was reading these reviews but I was personally referred by a fellow peer and took a leap of faith. I am certainly glad that I did. Mr. Healey was exceptionally knowledgeable...