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Capo Creek Financial Solutions

5.0 (1 review)
Closed • 9:00 am - 6:00 pm

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Response time

3 hours

Response rate

100%

Services - Capo Creek Financial Solutions

Business consulting

Business filing for current tax year

Individual filing for current tax year

9 More Services

Current year tax preparation and filing

Estate planning

Inheritance planning

Investment management

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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William L Knoke, CFP

William L Knoke, CFP

(12 reviews)

After being a long time, client I was burned by a discrepancy on my 2022 returns. The tax team made…read morean error which caused fees and penalties to accrue. The IRS started sending me letters last year about additional taxes I owed for 2022. I brought these letters in to seek their professional help. They took their time, drafted some letter, all the while, penalties and fees were growing. I had to seek outside professional help who guided me to pay the rightful amount of taxes owed to the IRS to stop the bleeding. It took this new company 72hrs to take action. I reached out to the knoke group to see if they had the integrity to pay for the $1,000 penalties and fees that they caused and their reply was " we will give you $150" and wiped their hands clean of their mistake. I'm baffled by their lack. If you want overpriced service and unanswered questions this is the company for you.

Hi, this is an update to my 5 star review in 2014 - once again Bill and his team have done an…read moreoutstanding job! He always reaches out to me with questions or updates, even in this difficult COVID year we've had. I feel for him and his team I can only imagine they're working 24/7 so I appreciate any update. There are so many changes this year, ongoing ones, and they've kept up with them, I could never do their job! It's so important doing taxes that they're done right, I'm thankful I've been in such great hands and am glad I continue to be.

Capo Creek Financial Solutions - financialadvising - Updated May 2026

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