Client Reviews

I sought out Scot's services when I was ready to make a decision around the timing of my retirement from the workforce. He completed an analysis of my income generating funds and compared it to my forecast of expenses. It was an excellent tool that allowed Scot and I to discuss my options. As a follow up, I took the analysis to my Fidelity Financial Planner with whom I combined Scot's analysis and other Fidelity tools, each of which was critical in giving me the confidence to make this important life decision. I am now enjoying my retirement and I will forever be grateful to Scot for his expert counsel. I highly recommend Scot for any of your personal or business planning needs!

I have been getting my taxes done here for quite a while. Scott and his team are very friendly! I always feel right at home when I walk in. They have always remembered me by name as well as my family. I look forward to meeting with Scott every year!

Scot was very helpful at resolving a long standing tax issue that I had and was able to get me a refund. I highly recommend him!

Scot has always gone above and beyond for me! I started working with him last year when he promptly returned my panicked voice message regarding confusion over my divorce settlement. Scot not only helped me navigate the difficult financial nuances of my divorce and tax return, but he made himself available by phone after hours and even one Saturday morning for questions and concerns. I returned to Scot again this year for my return, and once again, his attention to detail, prompt follow-thru and client attentiveness is outstanding. I would highly recommend Scot Arthur and Avalon!