Arcadia Tax

Felicia Ricker

6 months ago

My husband and I have been working with Mason for the past three years, and the difference he’s made has been incredible. The year before we moved to Arcadian, we used a different tax service that completely botched our return. When we switched to Mason the following year, he not only handled our current taxes flawlessly, but he also took the time to review our previous return and identified money we had missed out on. Thanks to his expertise, we were able to refile and recover those funds. Mason is extremely knowledgeable, detail-oriented, and genuinely helpful. He takes the time to explain things clearly and makes what can be a complicated process feel manageable. We trust him completely with our taxes and highly recommend him to anyone looking for a reliable and skilled tax professional. On top of that, the overall experience at Arcadian is outstanding. The staff is always warm and welcoming, and the office itself is clean, comfortable, and inviting. They go the extra mile with thoughtful touches like beverages, snacks, and sweets available while you’re there, which really makes the whole process feel relaxed and enjoyable.Read more

Bob V

4 months ago

My wife, Deb, and I have been retired for several years. During the first five years of our retirement, we worked with a large international financial planning firm. They did a good job, but we always felt something was missing. Their approach seemed generic and somewhat cookie-cutter. We feel very fortunate to have met Mike. From our very first conversations, it was clear that he runs his firm differently. We've been with Arcadia for several months now, and we couldn't be happier. Our initial planning meetings with Mike were extremely satisfying. He asked questions that went far beyond finances - questions about our dreams, goals, and what we want out of this stage of life. In five years with our previous advisor, we never had those kinds of conversations. It quickly became apparent that Mike wasn't just interested in the numbers; he genuinely wanted to understand what matters most to us as we navigate this fourth quarter of our lives. We were still nervous about moving all of our assets, but we soon realized we had nothing to worry about because Mike has assembled an exceptional team. Rich, in Arcadia's Business Development department, figuratively held our hand through the onboarding process and made us feel comfortable every step of the way. Jonathan, Arcadia's Client Services Director, ensured that all of our assets were transferred quickly and flawlessly. Tim gathered our personal and financial information and seamlessly integrated everything into the Arcadia platform. Mason, from the tax department, was incredibly helpful in addressing any concerns I had about their tax preparation services. And Arcadia's concierge team has been warm, welcoming, and friendly every time we've visited. Mike paired us with Chris Carter as our financial planner, and that has been another great decision. Chris has already developed a wonderful rapport with both Deb and me. During our very first meeting, we threw him a pretty big curveball by introducing a significant change to our plans. Not only did it not fluster him, but he quickly came back with a revised financial plan specifically designed to help us achieve our dreams. He even presented several alternative scenarios, giving us the flexibility to compare options and make informed decisions. In just a few months, it feels like Chris and the Arcadia team have spent more time personalizing our financial plan than our previous firm did in several years. Mike and Jessica have built an outstanding team, and Deb and I are already reaping the benefits. If you're looking for a financial planning firm that truly takes the time to understand YOU - not just your finances - I highly recommend Arcadia. If you'd like a personal reference, ask Mike for my number. I'd be happy to give you the straight scoop.Read more

Ronald Allaire

10 months ago

To the team at Arcadia Tax Services, thank you so much for your hospitality on Thanksgiving Eve. We enjoyed the pie and goodie’s. It was really nice to see you all in person. We hope you enjoy the rest of the Holiday season .Read more

John Collyer

5 months ago

We were in good shape financially. Arcadia enlightened us to think differently and educate us on new options. Retired 3 years earlier than we were planning and enjoying every minute with financial security.Read more

Richard

6 months ago

My wife Felicia and I can’t recommend Mason at Arcadia Tax enough. He is incredibly intelligent, detail-oriented, and thorough in everything he does. We went in expecting to owe last year and Mason actually found opportunities that resulted in us getting money back, something we never would have caught on our own. We’ve been working with him for a couple of years now, and he’s even gone back and corrected mistakes from a previous, less thorough tax company. That alone made a huge difference in our returns and gave us a lot of confidence moving forward. On top of that, the office itself is amazing, set in a beautifully remodeled mill with a welcoming, friendly staff. The added touch of a large bar offering beverages while you wait makes the whole experience surprisingly enjoyable. If you’re looking for someone who truly knows their stuff and goes the extra mile, Mason is your guy.Read more