Your Success is Our Main Goal
At Modica Financial & Tax, we are a full-service accounting firm dedicated to providing exceptional accounting services to individuals, businesses, and non-profit organizations. Our team is led by Heather Newsom, a Certified QuickBooks ProAdvisor since 2004, and an Enrolled Agent (EA) with extensive experience in accounting, human resources, and taxation.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:
Tax Preparation
- Tax preparation for individuals and businesses
- Tax planning and strategy to minimize tax liability
- Tax problem resolution for those facing audit or tax issues
Bookkeeping and Payroll
- General bookkeeping and financial statement preparation
- Payroll processing and tax compliance
- Financial reporting and analysis
Business Services
- Business consulting and strategic planning
- Financial planning and budgeting
- Business loan preparation and financing assistance
- Non-profit organization support and compliance
Elder Care and Estate Planning
- Elder care services to support seniors and their families
- Estate planning and legacy planning to ensure the smooth transfer of assets
How We Can Help
At Modica Financial & Tax, we understand the importance of personalized service and attention to detail. Our team is committed to providing exceptional service, expertise, and guidance to our clients. We take the time to understand our clients' unique needs and goals, and develop customized solutions to help them achieve their financial objectives.
What Sets Us Apart
- Our team of experienced professionals, led by Heather Newsom, an Enrolled Agent and Certified QuickBooks ProAdvisor
- Our commitment to personalized service and attention to detail
- Our expertise in accounting, taxation, and financial planning
- Our ability to provide comprehensive solutions to our clients' financial needs
Why Choose Us
At Modica Financial & Tax, we believe that every individual and business deserves personalized financial guidance and support. Our team is dedicated to helping our clients achieve their financial goals, and we pride ourselves on providing exceptional service, expertise, and guidance to our clients.
Quality of Service
The reviews about the quality of service received at Modica Financial and Tax are mixed. Some reviewers have had a horrible experience under new ownership, stating that the service has gone downhill since the previous owner, Greg, stopped working there. One reviewer even changed accounting firms due to dissatisfaction with the new owner. On the other hand, other reviewers have had a great experience with Greg, who is described as trustworthy, funny, and easy to chat with. They praise his ability to explain complex financial concepts in a clear and understandable way.
Organization and Communication
The reviews suggest that the office is well-organized and easy to access. One reviewer mentions that the office is friendly and welcoming, with a "family atmosphere." Another reviewer praises the team's professionalism and organization, stating that they made everything easy and smooth.
Financial Advice and Accurate Records
Reviewers who have sought financial advice from Modica Financial and Tax are consistently pleased with the service. One reviewer praises Greg's ability to provide financial advice and help them make informed decisions. Another reviewer praises the team's ability to organize their financial records and provide accurate accounting services.
Overall Experience
While a few reviewers have had a terrible experience due to the new ownership, the majority of reviewers have a positive experience with Modica Financial and Tax. Many praise Greg's friendly and approachable demeanor, as well as the team's professionalism and organization. They appreciate the help they receive in managing their finances and achieving their goals.
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