Vicki L Mulak, EA CFP

Vicki was recommended to me by a colleague. I had a prior long-​standing relationship with a CPA firm who had caused me serious grief in the past few years. Vicki is so knowledgeable and easy to speak with, I knew she was the CPA for me at our first meeting. She has filed amended returns for me resulting in substantial refunds to me for items that my prior CPA failed to take the time to realize I had coming. She is conservative, and yet knows the tax laws and all the yearly changes to keep on the cutting-​edge. I know that I can rest easy now, and I
appreciate the personal meeting that she takes the time to make for me. I recommend her very highly !!!

Vicki is extraordinary! She is thoughtful, helpful and not judgmental. She definitely acts in her client’s best interest. I do not get that she is in it for herself but to actually help her clients. She went through the steps online that I could do myself, rather than charging a large fee and offered to look over what I had prepared, for a, what I consider nominal, fee before I send off my information to the IRS. She even shows you the steps online with an extra large screen for her clients. Vicki is personable and when you are there she is focused on your issues and gives you many different options so that you can choose what best suits your needs. The 30 minute consultation was free which was comforting. To be honest, I would have paid to have heard the information but for someone who is going to someone for financial advice the free consultation was much appreciated. I would definitely recommend Vicki for your financial needs!