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    Elite Financial Management

    5.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    By appointment only

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    Services - Elite Financial Management

    Business filing for current tax year

    Current year tax preparation and filing

    Debt management

    10 More Services

    Estate planning

    Inheritance planning

    Insurance planning

    Investment management

    Business filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Trust planning

    Elite Financial Management Photos

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    Recommended Reviews - Elite Financial Management

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    2 years ago

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    2 years ago

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    Eagle Tax Res - Our owner Joe!

    Eagle Tax Res

    (13 reviews)

    I have been so unsatisfied with the service and support I have NOT received. I was Expecting to…read morereceive expert service that is in my best interest and have received literally nothing and have paid $2800. I communicate in the portal and wait weeks for a response. The one time I got a call regarding my taxes they wanted me to pay $4000 more dollars. When I asked what the difference was from the original contract I wasn't given a response. I'm in a worse position than I started because I've lost 4 months. At this point I'm ready to take my losses and go elsewhere.

    if I could give this company a zero, I would. I called on a Monday when the opened at 7am. I was…read moretold that "Joe" was in a meeting but he would call me back when he was free. Now it's Wednesday, no call from him or his office. I think 2 days to return a call is unprofessional. I guess I should be glad I didn't have a chance to hire them if that's the way they treat new customers. This response is full of, let's call them errors instead, of lies! First, I did file my 2024 taxes but I made a mistake which caused the State to penalize me. I DID NOT ask to speak to Joe specifically! I just wanted some assistance with the penalty issue. Third, I was quoted as much as $600 it could cost to get help with this issue. I told his representative that I was willing to pay that much even though it was a ridiculously high quote. Don't trust these people to listen or respond appropriately.

    Acct-Tech Consulting

    Acct-Tech Consulting

    (4 reviews)

    Don't hire her! Renee is a scam artist and you will absolutely regret ever getting involved with…read moreher. She failed to file a late return for us,missfiled our business taxes as she used the wrong forms and the IRS rejected them over the course of a couple of years and she refused to fix her mistakes. She will not communicate with you and barely even returns a simple phone call.I had to hire a national tax relief firm to help unravel and repair the mess she made.The worst part of course is the thousands of dollars she wound up costing us. Her rates are extremely outrageous for what she claims to do which isn't much... look elsewhere for accounting help and choose very carefully.

    I hired Renne to help me with some payroll tax amendments for a household employee. I went to her…read moreoffice for an initial consultation and paid a retainer fee for her to begin work. During our very first 'official' meeting to go over some documentation she prepared, I had to completely re-explain everything I was needing. Not only that, but the paperwork she completed was incorrect and disorganized. After 4 months of back and forth, explaining my situation numerous times, we finally completed all of the required tax documentation (or so I thought). Since then, I've received 4 new notices from the IRS and Social Security Administration, stating they're missing documentation that Renne was supposed to have prepared and sent. Now I can't get ahold of her at all. I've been emailing her for 3 weeks without response. She will not answer her phone and her voicemail box is full and can no longer accept new messages. Worst, most-inexperienced, disorganized 'accountant' I've ever dealt with. Stay away.

    Elite Financial Management - investing - Updated July 2026

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