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    AEFP Development

    5.0 (6 reviews)
    Open 9:00 am - 5:00 pm

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    2 hours

    Response rate

    100%

    Services - AEFP Development

    Business consulting

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    Ask the Community - AEFP Development

    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (165 reviews)

    This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    Brainshare Business Mentors

    Brainshare Business Mentors

    4.9
    (46 reviews)

    I've had the privilege of working alongside Joe Siecinski, founder of brainSHARE, through our…read moreshared service on the Board of the College of Adaptive Arts. Joe has been a steady, thoughtful, and highly valuable contributor to the Board for many years. He consistently engages deeply with the College of Adaptive Arts' monthly financials, helping the Board stay grounded in reality while also identifying potential financial risks before they become issues. His insight and willingness to speak up early has strengthened our governance and improved our ability to move initiatives forward with clarity and confidence. What stands out most is that Joe brings the same mission-driven mindset from his work at brainSHARE into his Board service. Through brainSHARE, he has spent nearly two decades helping small and mid-sized business owners not just improve operations, but fundamentally shift how they think, lead, and support the people who depend on them. That focus on mindset, structure, and long-term growth is evident in how he shows up as a Board member. Joe cares deeply about impact, and it shows in both his professional work and his volunteer leadership. The College of Adaptive Arts is stronger for his presence on the Board, and brainSHARE reflects the same commitment to meaningful, lasting transformation.

    Joe is the best business coach I've ever had! I first worked with Joe as my coach way back in like…read more2013. He was my first business coach and I attribute much of the success in my career to what I've learned from Joe. All these years later, I still continue to implement and even teach elements from what I learned from Joe! His heart and dedication to his clients and the world at large is inspiring. Thank you Joe for everything!

    The Time Butler Productivity & Organizing

    The Time Butler Productivity & Organizing

    5.0
    (14 reviews)

    Very professional services, highly recommended, nicest lady providing ideas of getting organized…read moreand much much more.

    We won four hours of organizing services from Lisa at The Time Butler at a charity auction…read more We put off calling Lisa for a few months, but we eventually got around to making the appointment for a two-hour visit. I stalled by giving her a tour of the house, which took up most of the time, but she did "encourage" us to clear off the kitchen table -- we filled up a couple of bags of paper during that exercise. She returned a couple of weeks later, and we used up the other donated hours. On that visit, we cleared out the media shelves in the family room, uncovered the coffee table, and rediscovered the desk. We also filled up several bags of stuff (books, VHS tapes, magazines, toys, and who knows what else) which were suitable for charitable donations -- and Lisa took it all away. She's been back twice since then, helping us deal with the shelves and desk in the kitchen, all of which are organized, clear, and usable for the first time in a long time. And again, we donated a bunch of stuff to charity (as well as filling a recycle bin!). In between visits, I got rid of some excess hardware by putting it on craigslist (most of it sold within an hour); I've also started transferring old VHS tapes to DVD (though why I needed a DVD version of King Dinosaur is a matter of some debate with the rest of the members of the household). There's no magic to it -- we're doing all the work (well, she wields the labelmaker...) and making all the decisions. But she acts as a forcing function -- when she hands us a pile to go through, it seems silly to just put it back where it was (though "later" is always a valid decision -- and I've deferred some things by moving them to a room we haven't reached yet). I'm happy we won her services, and happier that I finally got around to calling and making the appointment!

    Teh Financial Coaching

    Teh Financial Coaching

    4.9
    (101 reviews)

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    AEFP Development - itservices - Updated July 2026

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