Client Reviews & Case Studies

Here are some of the many reviews clients and others have been kind enough to share. There are also a few graphics on actual client solution case studies, illustrating a handful of the many, many techniques we’ve developed to cut tax and drive wealth. If you look like a good fit for us, we look forward to getting a rave review from you too!

“I’ve been a client of Camarda for about 10 years now, since early in 2012. I really can’t say enough good things about them. For one, they took over and advised me on my existing portfolio, which was important since I had a lot of low basis stock that would have produced massive gains if they sold it all to go into other programs, like other advisors wanted to do. They worked closely with my CPA to make me very tax-efficient without cramping my retirement income. When my CPA retired, Camarda’s TaxMaster took over the taxes and has done a great job minimizing my capital gains and other taxes and squeezing every deduction from my rental properties. Finally, they found a way to completely eliminate estate taxes for me and my family, a pretty impressive feat given my very unique situation and substantial net worth. I recommend them highly.”

Christina X - Florida

“Outstanding service, very knowledgeable and suggested many ways to lower my taxes. Best service in over 30 years. Highly recommend…”

John G - Jacksonville

We attended a Family Wealth and Education class on estate planning and tax minimization techniques. As we had always managed our own financial matters, we were simply interested in the issues of estate and tax control rather than total asset management. We were very impressed with Dr. Camarda and the attorney who presented the seminar outlining estate tax minimization techniques that were perfectly legal yet very effective in preserving wealth for future generations. During our first conversation with Dr. Camarda, he asked us to send all of our financial information to him, tax returns, brokerage and bank statements, insurance and annuity statements for a complimentary total financial analysis. Given his vast knowledge in a wide array of financial areas including insurance, taxation, and wealth management, he was able to discover that a large insurance policy that we had been misled into purchasing was a sitting time bomb. If nothing was done, we would stand to lose everything we had invested in the policy. Dr. Camarda made it his mission to delve into the policy details with the insurance company, even going as far as to contact attorneys specializing in insurance litigation who advised him that the chances of our recouping our premiums were slim to none. Dr. Camarda refused to accept that gloomy prospect and by knowing what buttons to push was about to get the insurance company to agree to return every cent in premium we had paid. The premiums were a huge amount of money we would have lost without the help of Dr. Camarda. We were so impressed that we have turned over management of all our financial matters to Dr. Camarda and his team of experts. We have a very experienced CFP who works with Dr. Camarda on our behalf in analyzing tax minimization as well as asset allocation issues to maximize our gains and protect us from the inevitable market downturns. Our adviser is always available to us so as to be there to answer any of our questions. We are grateful to Dr. Camarda for literally saving the day for us and recommend him highly. We are pleased to have found such a competent and honest firm to handle our assets. By handling our financial matters, it leaves us more time to enjoy time with our grandchildren without worrying about our financial matters. Thank you Dr. Jeff and your team!”

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Susan and Vince B

“Dr. Camarda, your presentation (for the CPA continuing education you designed and taught to our firm) very good. I can definitely see that you have a lot of great knowledge to provide to clients…”

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Kevin A, CPA - Jacksonville

“I have been very impressed with the accounting and tax advice…specifically geared to me and I am happy with the savings… would highly recommend you and your firm. You cleaned up a huge mess, and came up with a bunch of innovative tax savings ideas my old tax firm never mentioned…”

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Dr. Robert C

“…over the years, a number of the younger physicians have asked how I approach planning…I have been amazed at the variation of ways that everybody is trying to accomplish their goals. When I asked about asset protection, wealth management, trusts, wills, I personally found I was not doing it most effectively. I have been leaving money on the table for Uncle Sam…the first week of meeting the planners a deferred pension plan was established that will personally save me 30 to 40 thousand dollars for the 2019 tax year. I have been an (old CPA firm) client for decades and they had never even suggested the creation of such an entity…I have likely paid an extra 200 to 300 thousand dollars in taxes…that could have been sitting in a pension plan. Asset protection for physicians is also an important topic… A trust to protect that wealth for current or future family members carefully executed adds to that safe future. Jeff Camarda holds a PHD in financial and retirement planning… found his thoughts helpful for myself and my wife P. I asked if he would be willing to talk with others about the basics of planning mentioned in the previous paragraphs. Again, I emphasize that I have no interest and receive no benefit from writing this or providing their name. I felt they provided valuable advice for my family.”

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Dr. C.H - Florida

“I’ve run my own business in NY for years and got killed in taxes even with a Manhattan CPA. The TaxMaster™ team in less than a month cut my Federal, State and city income taxes by more than half using a basic mainstream technique my CPA never heard about. I guess it takes a master, thank you TaxMaster™!”

John M - Yonkers NY

“I’ve never been so excited to get my taxes done! And I didn’t have to follow-up to see how things were going… As a small business owner, I am 100% satisfied and highly recommend…”

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Krista - Ponte Vedra Beach, FL

“… They cut costs and expanded benefits and service… made a big difference in our accounting and tax management at lower cost. They definitely went the extra mile, and we really like their proactive approach in looking out for our interests…”

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Robert A, CEO - Florida

“Our overall experience with your staff and yourself has exceeded our expectations. The estate planning has been great. It is nice to have peace of mind to know our assets will be protected. I am especially pleased about the tax savings we will benefit from through the different avenues… I see this as the beginning of a long and prosperous relationship for us all.”

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John & Kim - Florida

“…regarding our satisfaction with your tax return preparation- work, we have always been very satisfied. The work has always been timely, accurate and a pleasant experience. The follow up notices/reminders of quarterly estimates I’ve noted were also a pleasant surprise. All in all, an excellent experience and we look forward to our continued relationship.”

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Marshall & Mary - Florida

“Here’s a brief note of thanks for the efficient work done on our behalf regarding Estate Planning. The process was thorough and convenient-and now we have the peace of mind that comes from getting your final affairs in order. I’d recommend you to everyone wanting their future concerns taken care of.”

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Don & Nancy - Florida

“…Estate Planning Services… Our experience was pleasurable, efficient and educational. This was not our first will/trust and probably not the last. As we all know estate planning is ongoing with updates and revisions to keep pace with the ever changing laws, rules and regulations. The two meetings we had, first to engage the document and secondly to finalize the process were handled timely and involved discussion on client specific information.”

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Angela & Phil - Florida

“It is my pleasure to comment very favorably on our estate planning experience with you. The planning was comprehensive and inclusive. All documents were professionally prepared and executed with sufficient copies provided for each family member. Thank you for a job well done!”

“We recently used your for our tax return preparation. Jamie and I were pleased with the services provided while preparing our tax return forms. He was very thorough and was able to answer all of our questions.”

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Dan & Jamie - Florida

“For the last two years I have used the tax service provided by your firm. I plan to continue using this service in the years ahead. The preparation of my income tax has been as “hassle-free” as income tax preparation can be. The staff, as always, was courteous and helpful. My taxes were completed in a timely and professional manner. In my opinion, one of the best features is convenience. Thank you for providing this service.”

“This was the first time I went through you and had my income tax done…Of course I was pleased last year not to have to pay any income tax…I was pleased with the preparation of my tax return and for the speediness & professionalism…I was very pleased.”

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Sandra - Florida

“I would like to thank your for helping me complete my estate planning. I had been thinking about this effort for a long time, but just put it off. … After the final paperwork was completed, I felt relieved that with the Estate Planning assistance, I now have in place documents that not only will help with my future, but also for the ones I love. You were truly a one stop shop for all of my needs. From the initial interview as to what I was trying to accomplish to the final legal document signing, I felt the your team was with me to help with advice and making sure I had the information that I needed to make the best decisions for my estate.”

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Robert M. - Florida

“Last year our firm…saved …26% of the initial real estate tax bill! – I only wish I’d have done this years before.”

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Mark B. - Sarasota, Florida

“You really work the magic, don’t you? …”

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Chris C - Lake County, Florida

“I own a portfolio of properties in the Sarasota area, and (you) lowered our property tax….can’t wait to use (you) again!”

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Don L. - Sarasota, Florida

“…Last year was the first time I used the service, and it more than met my expectations. I plan to use it again this year and feel confident I again will be pleased.”

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Beth - Florida

“…I was impressed with the reductions you obtained and will definitely use your services in the future.”

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Larry L. - Sarasota, Florida

“… all we had to do was wait for a notice from the Tax Collector letting us know how much less we owed in comparison to the previous year. We look forward to repeating the process again.”

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Greyson W. - Jacksonville

“… I was very happy with the resulting property tax reductions, and I look forward to using them again.”

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Mark W - Florida

“The property tax reductions…were extremely helpful. Thank you!”

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Denyse O - Florida

“Thank you ! …I was so happy …for our successful…property tax appeal, and I can’t wait to work with you again next year!”

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Rachel P. - Grassy Key, Florida

“….reduced our property taxes for two years in a row so far… we will continue to use you next year…and beyond!”

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Larue C - Sarasota, Florida

“…wow, I was expecting (to owe much more in taxes). Thank you!!!…as always…great job and value!”
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Dr. H. - Florida

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Liz the Doctor's Wife

two of multiple  opportunities uncovered

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Mark the Business Owner

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Chris the ER Doc

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Jerry the entrepreneur

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John the NYC Consultant