I am an Enrolled IRS Agent (EA). I operate a tax preparation, advisory and small business consulting firm. Heartfelt CFO and Tax Services has consistently exceeded my expectations in terms of their deliverables. The work quality is excellent. I appreciate how available she makes herself to my firm, as her client. Margo pays attention to detail, and listens well to ideas – great firm to work with. I recommend Heartfelt CFO and Tax Services without qualification or reservation.