Testimonials

Shout out to Peter Stephan- our illustrious Tax Resolution Go To Person. Peter, at SST Tax Resolution helps clients reduce their mind boggling, excessive tax assessments to a small fraction of what the taxing agencies originally wanted. About six months ago, Peter had a client who needed his expertise. Peter realized that the former accountant for the business overlooked the fact that significant tax credits( Research and Development Expenses –“R&D”)-in the hundreds of thousands of dollars- were available and were not used to reduce prior years’ tax liabilities. Peter asked Marcum to assist him in researching the “R&D” expenditures, from the accounting records, and analyze and determine the exact amounts available for use. We were able to commence work within a few days (there was a 10 day Statute of Limitations deadline) of his call. This resulted in insignificant tax recoveries, as well as the availability of credits to be used against future tax liabilities. Marcum and I thank Peter for the opportunity to work with him on this case

Martin Josephson
Accountant , Marcum LLP

I would like to thank Franklin Pelletier, an attorney concentrating in high value injury and damage cases, plaintiff's employment litigation, and mediating significant disputes. Franklin reached out to me to consult with a former officer of a tech startup. Thanks Franklin for thinking of me to consult with this potential client.

Howard Loeb
,

I'd like to thank Ramon Grijalva with Venture Advisors. A new client who came on board subsequent to the sale of his business is now having an issue with the buyer. Ramon took some time out of his day to pass along his thoughts on the matter. Thank you Ramon!

JOHN EDDOW
Accountant , A. STENGEL, ABSELET & COMPANY

I'd like to thank Alexis James, Labor Law attorney with Wise Law, for calling me regarding a question a client had if overtime pay was needed for a salaried employee. She called me immediately after the questions was emailed out to the network. Thank you Alexis!

JOHN EDDOW
Accountant , A. STENGEL, ABSELET & COMPANY

I would like to thank Andrey Yakunichev, Tax Advisor with Taurus Tek, Inc., for referring me one of his close friends who is looking for an SBA or traditional business acquisition loan to purchase an existing Pharmacy. THANK YOU Andrey for thinking of me!

Steve Lavaeddin
Bankers , City National Bank

I would like to thank Grace Mitnick of Compass Real Estate for always thinking of me for her clients' and friends' banking needs. Grace recently referred me a former colleague of hers who recently moved to England and is looking for a banking relationship in the U.S. that will make transferring between US and UK simple. We have the perfect International Banking solution and are working with them remotely to get their accounts set up. THANK YOU Grace!

Steve Lavaeddin
Bankers , City National Bank

Les provides that personal touch to his business and his clients and has the ability to offer many solutions to those who are in need of causality insurance and I know this as a fact, because I referred one of my reverse loan clients to him that needed homeowners insurance. He took the time and made the effort to meet with her in her home and I think due to this effort to meet her personally, it set him apart from competitors and she purchased her policy through him. And the bonus for Les, is that my client's sister also purchased insurance with him as well.

Lorraine Jones Jones
Lenders , Option Funding, Inc.

A Thank You to Lorraine Jones, Reverse Loans Consultant. She referred me to one of her clients which led to the writing of a Homeowners and Personal Auto policy. Thanks, Lorraine!

Les Himes
Insurance , Phillipp & Associates Insurance Services, Inc.

I cannot say enough positive things about Mike Monteleone with RE/MAX Olson, and his commitment to professionalism and patience with one of my reverse loan clients who I referred him to help her List and sell her home in Redondo Beach, and then purchase a new property where I would represent her in the transaction, using funds from a reverse loan. She did make things a bit difficult for each of us and moving things forward to a successful close, but Mike was extraordinarily patient with her and helped her in so many ways that would take too long to describe here. He is amazing and I cannot ever recall working with a Realtor of his caliber and expertise. He's experienced, kind and knows how to navigate purchase transactions and is always available to help with the loan process and in conclusion, we closed and funded my new purchase after some "drama" and she is very happy.

Lorraine Jones
Lenders , Option Funding, Inc.

Thank you Lawrence Hurwitz, LFG, for the Medicare referral. Best, Reeva Rivkin Rivkin Insurance Services

Reeva Simon Rivkin Simon Rivkin
Insurance , Rivkin Insurance Services