We needed someone to do our taxes. I sent out a yelp project and Stacey responded quickly. They were very flexible with our schedule and very friendly. In addition, she was very responsive when we sent messages. I had read some of the previous reviews and was somewhat skeptical. However, after interacting with them, my wife and I were very pleased. We worked with Heiki. She was friendly and accommodating. When we came back for our tax review, my daughter had fallen asleep in the car and my wife stayed with my daughter while I went and reviewed the taxes with Heiki. Heiki was so accommodating that she went over the returns with my wife as well, when our daughter woke up. Looking forward to working with them further with other financial needs for my family's lifestyle. The cost of getting our taxes done was average of what we had paid before. The cost for the friendly and professional service is worth it. read more

Thank you to Connie for making the tax filing process as painless and enjoyable as possible! We had an afternoon appointment for a consultation and luckily she had time before another appointment to file our taxes, discuss different options to reduce what we owe, and give us advice on making adjustments to our finances this year to avoid having to pay as much for taxes going forward (fingers crossed!). My husband and I appreciate the help and will continue to use your services! PS...it can be hard to find in the office complex, so follow signs for suite 92! read more

I have used Elm3 Financial Group for 10+ years to help with my taxes and short- and long-term financial planning. The team at Elm3 provides knowledgeable expertise in all aspects of your financial needs, and makeyou feel just as important as any other customer regardless of the size of your portfolio! They make my annual tax filing a breeze with their afterhours drop box or the very convenient online document submission process. Great customer service and worth every penny! Highly recommend! read more

Just what you look for in my opinion, excellent guidance, efficient, professional, personable and just the right size to deliver white-glove one on one service while having the technology and resources to deliver complete satisfaction in today's ever-evolving world. Elm3 Financial Group has been my partner for years and I would / am recommending them. Selecting them as your financial partner will prove a good decision. Patrick M. read more

We have been a client fo Elm3 for about 5 years now and I recommend them to everyone I know. Their entire team is super helpful and always a pleasure to talk with. Stacy always has great guidance when filing out taxes and their client portal makes it super easy to prepare ahead of time so we are in and out quickly. I was recommend to them by a friend and I am so glad I was. Thank you Elm3 team for being so amazing! read more

Elm 3 Financial Group has been preparing our corporate taxes for many years. It is always a pleasure to work with Stacey and the team. Stacey has worked tirelessly to reconcile our balance sheet as we streamlined the business and moved to a better business model. There have definitely been tax savings as a result of her efforts. I can highly recommend Stacey and the professionalism of the team. read more

Great people to handle your taxes, you guys are great! They were right on time with my appointment, which is important to me. Heike, the agent who did my taxes, sort through my papers and did my return in no time. Very professional, made the whole process look easy. These guys are prompt, experienced and reliable. Highly recommended. Thanks again! read more

I've been working with Elm3 Financial Group for 11+ years for my taxes. I moved to Florida 10 years ago and continue to use them for my tax returns. This group is knowledgeable, efficient, accurate and client focused. The process is easy, online and secure. I recommend them to both friends and family and will continue to do so! read more

My husband and I have been going to Elm3 Financial for 3 years now. They were actually recommended to us from a colleague and we couldn't be happier! Their tax return services are always an extremely easy/laid back process and everyone on their staff is very friendly and welcoming! I would highly recommend working with this crew! read more

I was referred to Elm3 by a friend a little over 2 years, prior to that I was doing our taxes myself and spending a lot of time getting it all together. I have had Elm3 handle our taxes for the past 2 years and it has been well worth it. They have saved us well more than the cost of having them manage the taxes for us. read more

Wow! Getting my taxes done has never been easier. Heike made the process super simple and got me a great deduction. I met a few other of the women who worked there, and they were all so nice! They even offered my coffee and girl scout cookies while I waited for my appointment. So happy I found Elm3! read more

We have worked with Elm 3 Financial on our taxes for years and we know that they are always in trustworthy, and thorough hands. We are so thankful for them and all of the creative savings they have found for us. We look forward to continuing to work with them in the future! read more

Elm3 makes doing taxes easy!!!! They handle everything and it helps that they are very friendly and knowledgeable!!! There is no question they can't answer and if they can't they will find out!! I promise your business is safe in there hands!!! Thank you! read more

I've used Elm3 Financial Group for years for tax preparation, investment advice and financial planning. They are always professional, efficient, responsive and a total pleasure to interact with. Their rates are very reasonable and completely worth it! read more

Heike did a fantastic job handling my cluttered mess of documents (multiple W-2s and 1099s, investment returns, 401K investments) and getting me a great tax return. The entire staff is very welcoming and professional. Definitely a repeat customer! read more

We have been using Elm3 for years for both personal and professional tax preparation as well as financial guidance. The team at Elm3 are professional, prompt, responsive and very knowledgeable! Do not hesitate to use them or ask for advice. read more

I have used Elm3 to do my taxes for the past 5 years. They're wonderful, professional, kind, and timely. They always put their customers first, and I know I could trust them with all of my important financial needs. read more

I needed help filing my taxes but was not sure where to go. I messaged Elm3 on a Saturday, and they responded right away! I was quickly scheduled to meet with a tax professional who answered all my tax questions. read more

Elm3 always does a great job on our federal and state tax preparations. This year they also quickly made adjustments due to the coronavirus to make the process safer, easy, and effective. They are fantastic. read more