Stephanie Ware is the best

I have been a client for many years.  She is professional, exquisitely organized and tremendously congenial.  Stephanie goes above and beyond. Why? Because she cares! I heartily recommend her to all my friends and business connections.

- Carol Fuccillo

I have been working with Mary and her team since I started my business in 2017

I recommend all my friends and family to her because of my truly personal experience. My business has grown with them by my side, and I am thankful for that every day. They run my payroll, take care of all my quarterly filings, tax filings and bookkeeping, which keeps my business on track.

Zach Tillia

I’ve been using Arete Financial Solutions now for the last 3 consecutive years

I will ONLY ever use them moving forward to handle all my tax returns and accounting matters, as they are truly the best in town! They communicate every step of the way and do all they can to ensure a smooth and accurate process is followed each and every year. Jessie M., specifically, has been my tax preparer, and whether I’m dealing with her directly or anyone else in the office, they couldn’t be kinder and more willing to assist with whatever you need.

Jason Davidson

I have been a client of Arete Financial Solutions for the past five years

I have never met a more professional group of people. Not only are they extremely knowledgeable about accounting and bookkeeping procedures, everyone on the team actually has a great
personality! The office environment is warm and friendly. You know you can trust them from the moment you walk in!

Rob Lamb

I have been coming to Mary for years now and I won’t see any other tax preparer

She offers a unique and personable service that I have not seen anywhere else.

Seth Howell

Seven years ago my wife and I were tasked as trustees to manage the complicated tax issues related to my deceased brother’s children’s trust

As is the case with most people, we were completely unprepared to fulfill this obligation. We chose the tax experts at Arete Financial Solutions to provide expert advice and guidance. Establishing and maintaining a long-term relationship with Arete is something we are very proud to share. Over the years, Arete has consistently provided accurate U.S. income tax returns for our trust. Perhaps more importantly, Arete has provided us with peace of mind. We are especially appreciative of Arete’s personal and friendly style while conducting business. Doing business with Arete is like doing business with a trusted friend. Simply put, Arete has earned our highest endorsement!

James Shackel

I highly recommend Bervolynn with Arete

I work in the real estate industry, and she is always available for my evolving questions and solutions. When my business grew at a fast pace, Bervolynn helped me set up my PLLC which saved me a TON of money on our quarterly filings, and she runs my books, keeping me organized throughout the year. Highly recommended.

Christa Miranda