Reviews

I have been fortunate to have worked with Paul Stano for over 10 years, assisting his clients in the accounting and tax preparation for the irrevocable trusts he has designed to aid families in the preservation and management of their aging relative’s assets. The irrevocable trusts have resulted in preserving assets that result in a step-up in basis for the beneficiaries of the estate, resulting in less income taxes when later sold. I lost count of the number of clients that have made unsolicited comments as to how pleased they are to have found Paul

We couldn’t have asked for a better person to put together a sound financial plan for our mothers than what Paul Stano provided for us. Both of them wound up requiring care, Richard’s mother in a nursing home and Sandy’s in assisted living. Paul held our hands throughout the entire process, and wound up saving a great deal of money from the estate. It was well worth our time and the investment to go to see him. It would have been a financial nightmare if we hadn’t! We first learned about Paul because he was recommended to us by a couple of different people. In turn, we don’t hesitate to recommend his services to others because he’s that good with what he can do for you. In fact we are going back to work with Paul again to help with Sandy’s sister and her present caregiving needs. We want to make sure her assets are protected in the face of what she may require. There was no question that Paul Stano was who we’d go see for this. He has been wonderful!