Sandi & Dave Vanderwall
The Villages, FL
“My husband and I have been doing business with Lindsay, Crabb and Associates, PLLC for over 5 years , both on a personal level and a professional business level. From the very beginning, we have always been treated as a welcome guest and friend. This level of comfort and ease has kept us coming back year after year for advice, tax preparations, investments, and insurance suggestions.
We have had the pleasure of dealing with Jaclyn Berg and she has become our "go-to" person for taxes and any questions that may come up during the year. Never have we been made to feel that any question or concern was too small or petty for her to handle. We have established such a relationship that we have followed her marriage and birth of her first child. We have wanted to share these wonderful life experiences with her. On the other hand, she has always been very professional and caring .
Most recently, we had received a letter from our wonderful friend that everyone loves to hear from.... the IRS... -In the letter, it had stated that we owed back taxes from 2 years ago. Since Jackie had been preparing our taxes for years, she had instant access to our file and could research this matter for us. It was very comforting to know that we had an ally in handling the matter. She even remembered some things that I had forgotten about our income that year and helped settle the claim quite quickly! How wonderful it is to know that with one phone call, you have someone to work through what could have been very very stressful for us.
It is not always easy for us to drive to Ocala from The Villages to their business office and most certainly we could find an account much closer, but I doubt we could find such a professional and very qualified one. And ... they would not have a Jaclyn Berg!
Clients for life !!!”
Relationship Manager: Jaclyn Berg