I see Janis Orel for my taxes and financial advice for my business. The best part about Janis is that she knows. She has the answers, and when I don’t understand something, especially around tax time, she goes out of her way to sit down and break everything down to show how we got to where we are. If Janis wasn’t an accountant She would excel at being a teacher.
Janis has always provided me with the utmost in customer service. Her attention to detail is impeccable. Her passion and enthusiasm for her work is contagious.
I cannot say enough great things about Janis. She has been my accountant for 5 years. She does a remarkable job on taxes and other related matters…the best there is!! She is smart, patient, kind, diligent, responsible, and available…and everything else you could ever want and need in an accountant. On a personal note, my husband died in 2015. There were obvious changes in my status that had to be made. She not only did everything necessary to make these changes…with complete detail…but also with such complete knowledge and incredible compassion. Janis is the best there is, and I highly recommend her!!
In March 2017 I tried to help my son file taxes due to an early withdrawal of a benefit from a prior employer. We were expecting him to obtain a refund. Contrary to our request, his former employer withheld funds for an early withdrawal.
I made out the IRS 1040 and mailed it to the IRS. Then handed over a copy of the forms to Janis Orel and asked her to check it out and help file the Massachusetts taxes, also expecting a refund.
Janis quickly observed that the IRS form was filled out wrong and will likely be rejected for a refund, and believed that my son should receive a refund since the withdrawal of the benefit should be with no penalty.
I called the former employer and they referred me to the IRS. The IRS wanted me to have my son allow me to discuss the matter with them by providing written permission.
Janis took over. She had a Power of Attorney prepared and went on with the task at the IRS. She ended up filing an amended tax form and filed the MA tax form.
Both efforts resulted in refunds of 100% of the withheld funds.
So I gave her my data for filing my taxes.
Janis made certain that I had followed the proper guidelines for reporting data. She advised me on things that I should not do and also the things that I could do better in the future and I should save more receipts related to business that I did not do last year.
I cannot thank her enough for the advice and council, the take charge approach to getting to the bottom of things and the sustaining effort in staying with the process and obtaining such great results.
I will recommend her to anyone I suspect needing help with their taxes.