NotchBooks,

34 East Main Street, Smithtown, NY 11787

"I highly recommend NotchBooks for any tax needs. Ian has done my taxes for the past few years and I am fully confident he's maximizing my tax-experience. He's knowledgeable and professional - plus just a delightful person to work with. Ian also helped me and my new husband plan our taxes after we got married to make sure we understood and were prepared for the tax implications. Lastly, NotchBooks also offers an easy system for uploading all necessary materials, scheduling meetings, etc."

"I really like working with Ian and the team at NotchBooks. But here’s the thing. Maybe someone out there likes doing their taxes. I don’t. I don’t like tracking receipts or gathering records or filling out forms. And I definitely don’t like watching my hard-earned money magically disappear from my bank account to fund whatever mischief the government is up to lately. Still, working with Ian and the team at NotchBooks has been a true pleasure. While they don’t erase the nightmarish pain of Post-Tax Stress Disorder completely, they do ease the transition from money-in-the-bank to gotta-keep-working. This year, I went to NotchBooks very late. I knew I faced penalties and interest and who-knows-what-else because I held onto my money for way too long. But Ian and the team still managed to save me money. They know taxes. They asked all the right questions. They filed returns in multiple states on my behalf. And they found sweet, delicious ways to reduce my tax burden. But, more importantly, they were professional and friendly and supportive along the way, so they found ways to reduce my psychological burden as well. I’m sleeping better even if I have to keep grinding away to pay for Uncle Sam’s bombs and butter. I can offer no brighter endorsement than that. Whether you have complex taxes or tax complexes -- I have both -- do yourself a favor and give NotchBooks a call."

"Ian has been very helpful with our filings and planning advice, as needed, helping us to understand the implications of tax law on our current and future decisions."

"My husband and I are 1st time customers of NotchBooks. We were recommended via Dave Ramsey Local Providers List. Communications and Customer Service has been excellent. We are glad to have found a new accountant and look forward to a long lasting business relationship."

"Working with Ian and his team was great - this was the first year I used an accountant , but it was long overdue as Notchbooks made tax season really simple . They have a great streamlined process, that can also handle the most complicated of tax profiles. They also were really great about returning phone calls/answering my questions. Although they are fully remote, I feel like I got a lot more personalized service and great recommendations vs. anywhere else. Highly recommend!"