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    Bohmfalk Financial Services

    4.8 (16 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Bohmfalk Financial Services

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    Recommended Reviews - Bohmfalk Financial Services

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    Photo of Tee S.
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    2 months ago

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    1 year ago

    Very kind and helpful for first time doing taxes overall a great experience totally recommend

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    2 years ago

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    2 years ago

    The man is knowledgeable and thourough. I have great experience with his service. Taxes done right.

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    6 years ago

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    12 years ago

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    9 years ago

    Don't even waste your time trying to come here when there are so many better places that can get it right.. good luck

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    15 years ago

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    Review Highlights - Bohmfalk Financial Services

    Charles is efficient, approachable, and astutely versed on the complicated tax laws (that always seem to change).

    Mentioned in 11 reviews

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    Best Team Tax

    Best Team Tax

    (61 reviews)

    Love Best Team Tax! This is our second year working with Suzanne and she is amazing. Always has our…read morebest interest in mind. She is very knowledgeable and personable. We were in and out very quickly this year. (It helps streamline things when you have all your documents in order!). Her prices are very reasonable given how much she helps us save in taxes. We have been recommending her to our friends and family.

    For the past four years, my spouse and I have used Sue's tax services and have been very…read morepleased--up until this year. For the past two years, we've worked with her remotely after moving a few hours away. Unfortunately, this year was a completely different experience. Despite reaching out over a month before the tax deadline and providing all requested documents, nothing on our file was completed or even reviewed. Given that our returns are very similar year to year, this should have been a straightforward, turn-key process of updating numbers. Instead, we were repeatedly told our file was being worked on when it clearly was not. Her office also does not provide a secure portal or method for sending documents, so we created our own secure Google Drive to share everything. Based on activity, it appeared the documents were never even accessed, which prompted our patient but repeated check-ins, along with periodic emails that were ignored and never replied to. If email communication is not a strong suit, a phone call would have been appreciated--but we never received one and always had to initiate contact ourselves. During one of those calls, we even asked if we should come in person, and were assured it was not necessary and that she regularly handles remote clients. As the deadline approached, we were told an extension would be filed due to timing and the lack of completion due to how overwhelmed they were, however no one reached out to tell us this, we assumed ours would be completed on time. On April 14th, after being on hold for over 30 minutes, Sue finally told us the day before deadline that she was filing the extension while on the phone, collected our personal and banking information, and said she would confirm once it was submitted. That confirmation never came. The following morning (tax deadline), we called to follow up since we had not heard from her as promised. During that call, her admin staff placed my spouse on hold to check with Sue on the status of the extension. While on hold, the line was not muted and we overheard Sue say, "those effing people are a pain in my a**," clearly referring to us. When she came on the phone moments later, her tone was completely different. We were honestly shocked and confused--especially since we had simply been trying to confirm whether our extension had actually been filed after not receiving the promised confirmation the day before tax deadline. She then acted as if she didn't even know we had spoken the day before and told us we were simply on her "extension list." No extension had been filed, and no payment had been processed. On tax deadline, my spouse and I had to take it in our own hands and call the IRS to request the extension and give a best guess payment. Communication throughout this process with Best Team Tax was extremely poor. Emails went unanswered, calls were not returned, and we had to repeatedly follow up just to get vague or inconsistent updates. Staff were polite but unable to provide clear or accurate information. We are genuinely surprised by this experience, given how positive prior years have been. However, due to the lack of communication, follow-through with completing what we were told was being done, and lack of professionalism (cussing in the background, etc) we will no longer be using or recommending these services. Respectfully, we were once happy clients but after this year we are done and now are left to find someone else to do them for us at the last minute. We would have preferred transparency up front, if you didn't have the time or ability to complete.

    Leroy Chen Tax Service

    Leroy Chen Tax Service

    (210 reviews)

    Rolando

    Leroy is awesome. He makes filing taxes easy and he is very knowledgeable. He also takes time to…read moreanswer any questions you have throughout the year and will even go as far as to recommend literature to give even more insight to issues you may have. Not only that but he is affordable! I highly recommend Leroy to be your tax guy!

    Fast response and quick service, communication is terse - I'd recommend if you desperately needed,…read moreONLY simple W2's But between us but we had a fall out due to tax treatment from an error in filing status that nearly cost me 40x (Forty times) more in dues LeRoy completed my return within the day he started on mine - but it seemed very off. So after discussing my concerns - and he was busy - only thing I could do is repeat the entire tax return myself on Quicken and on mine the Fed/State #'s were not matching his. I shared the summary points but he didn't have time to look at it and told me the numbers are all on the tax forms. So again I redid my tax filing myself, went through the entire Federal/state/statements and identified the error and correction needed on the 2nd day after he completed mine, after i forming he said I should have told him earlier Despite submitting prior 2024 taxes, and the application questioneer form - he says that people will tell him that- regardless I did fill out his forms and provided him my previous tax returns too He said the forms filled out were already a week ago and I should remind him - but Im not sure how I would know if he did his diligence in the first place to know he missed something Since I already paid the $475 and after the back and forth, the numbers matched what I did on Quicken we moved forward and he filed it So Id say if you made it this far on the review: your mileage may vary but you should redo the tax filing yourself to make sure the numbers make sense

    Grigg Financial Group

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    Bohmfalk Financial Services - taxservices - Updated May 2026

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