2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Used this outfit for more then 30+ years forgot how long, friendly very personal & professional…read moreI've never had a problem. (recommend very highly)

While the office is cluttered and rather ratty; the service was fast and efficient…read more The price was less then half of what H & R Block charged.

I needed to reconcile the books for my business in order to file my taxes. Carolyn's response time…read morewas quick and I didn't have to wait long for her to reconcile my books. I was surprised at how quickly she turned everything around, and she communicated extremely well in the process, so there were no misunderstandings or oversights.

Carolyn wasn't able to file my 2018 taxes because of time constraints. But after reviewing the info…read moreI sent, she regularly texted me tips and insights to send to the accountant that I did use. Yes, even though I wasn't paying her she took the time to thoroughly check all my documents and make sure that I was getting my biggest refund. One of her tips, dealing with my RSUs/cost basis, was something I honestly would not have caught (and my current accountant didn't really look into). But because she sent me a reminder, I found supplemental info that made sure I wasn't getting double-taxed. This resulted in more than a $1300 difference in my return. 1000% legit tax skills and A++++ service.

I have been with Schiel Wealth Management for about 4 years. I first met with Chad, and was very…read moreimpressed with the meeting-I made the transfer of my account and have been so happy. I have never had anyone that has managed my accounts and communicate like Chad has in the last 4 years. I always listen to what he feels is the best way to navigate the account, and he explains it so I can understand. I have given his name to my friends and will keep doing so with anyone that asks me who I know that is the right person to handle the most important thing in our life which is information to plan for our future -in all ages of our life!

Chad has been a man of his word. Even thru the ups and downs of the market, Chad has kept a steady…read moreand progressive hand on my investments!

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Disappointed with the experience as a whole. I felt that I was assured better results than I…read morereceived and ultimately cost me more than it saved.

I trust Reason Financial. Lisa has been my trusted person at Reason for some time!…read moreShe doesn't let me down, ever!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.