“Judy is responsible, trustworthy and fun to work with. Judy makes sure that I am organized.”
“At tax time Judy and her team are prepared to collect my tax documents, fill out my tax organizer and work closely with my CPA and other financial professionals. She joins in meetings with my other advisors and it’s easy to discuss financial matters with her.”
We were so thrilled to find Judith Heft at a difficult, stressful time as we tried to manage the paperwork…financial and otherwise…of two family members. Judy has been a lifesaver who has made years of care-giving so much less stressful. She and her staff have given us the great gift of peace of mind…and much more!
“Judy’s bookkeeping always lets me know the exact amount of money in my business. I’m able to spend my time doing the other important aspects of my business – being with clients, getting work done, or marketing – that I don’t need to spend those hours bookkeeping.”
My clients are busy executives with complicated lives. They often have multiple homes, many credit cards, with difficult transactions going on at all times. The one thing they don’t have is time to waste. When I send my clients to Judith’s team, I know that they’ll be taken care of with grace, care and good humor. That’s particularly helpful at tax time – getting everything all compiled together so the accounting process goes smoothly. What else could a wealth adviser possibly ask for? I’m delighted to refer any of my clients to Judith Heft Associates
“Judy has been working with me as my personal cfo and concierge for over five years. She not only pays my bills in a timely manner, she keeps my financial records organized. At tax time I am able to give an itemized report of income and expenses for my primary home and my rental property to my CPA.”
Thank you again for the great care you take of me and my family. I don’t think you know how much I count on you!
When I am doing tax planning, financial planning or tax compliance work for a Judith Heft & Associates client, I am sure to receive any and all information I could possibly need to do my work efficiently. Not only is the information provided promptly and in a manner that makes my work easier, the organization provides insight into the client, that most clients could not do directly for themselves.
What financial decision would you have made differently?
May 7th, 2019
I recently joined a Facebook group called Her Money by Jean Chatzky. Once I settled in,…
Judith Heft & Associates Celebrates 23 Years!
April 30th, 2019
Judith Heft & Associates is celebrating 23 years of business, and I think that’s something to…