: "Our Strength. Your Numbers."
About Our Values
Coles Reinstein, PLLC operates under three core values that guide our interactions with clients and colleagues. We prioritize:
- Professionalism: We maintain the highest ethical standards and deliver services with competence and integrity.
- Responsiveness: We actively listen to clients' needs and promptly address their concerns.
- Quality: We deliver accurate, tailored solutions that meet individual requirements and exceed expectations.
Client Reviews
Our commitment to these values is evident in the positive feedback we receive from clients. We are proud of the strong relationships we have built with our clients and are constantly striving to exceed their expectations.
Meet Our Team
Our team of experienced and dedicated professionals is passionate about providing personalized and comprehensive financial and accounting services. Their expertise and diverse skills ensure that our clients receive the highest quality advice and support.
Services for Individuals
Our individual services cover every aspect of your financial life, including:
- Personal Financial Planning: Creating a roadmap for achieving your financial goals through budgeting, investment planning, retirement planning, and estate planning.
- Retirement Planning: Optimizing your retirement accounts and investments for a secure future.
- Estate Planning: Establishing trusts, wills, and other estate documents to ensure your assets are protected and distributed according to your wishes.
- Wealth Management: Guiding you in building and preserving wealth through investment strategies and risk management planning.
Services for Businesses
We support businesses in several key areas:
- Small Business Accounting: Efficient bookkeeping, financial statement preparation, and tax filing services.
- Payroll & Part-Time CFO Services: Managing payroll, financial planning, and strategic guidance for your business.
- Forensic Accounting: Investigating and resolving financial disputes.
- Business Valuation & Advisory: Providing valuable insights on business performance, valuation, and strategic planning.
- Succession Planning: Assisting with the smooth transition of ownership in transitioning the business to future generations.
Overall Impression
The reviews for Coles Reinstein are overwhelmingly positive, with all the 5-star reviews praising the team's professionalism, expertise, and excellent service.
Professionalism and Expertise
The reviewers consistently mention the team's professionalism and expertise, highlighting their extensive knowledge and thoroughness in handling taxes and accounting needs.
Communication
The reviews emphasize the importance of timely communication, with several reviewers mentioning the team's responsiveness and willingness to patiently answer questions.
Quality of Service
The reviewers consistently praise the quality of service provided by Coles Reinstein, citing the team's attention to detail, reliability, and expertise in handling complex tax situations.
Exception to the Rule
There is one negative review, from Michele Tharp, who reported a series of errors and unprofessional behavior from the firm. The reviewer claims to have spent significant time and money correcting the mistakes and is very dissatisfied with the service provided.
Negatives
The negative comments highlight the importance of accurate and timely tax preparation, while also underscoring the potential consequences of errors and unprofessional behavior.
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