Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.

In Sarasota Schwab Bianca is always ready to answer all our questions & guide us through our…read moretransactions. She is professional, patient & knowledgeable. We enjoy working with her!

I was told I would get assistance opening an inherited traditional and Roth IRA. I was "assisted"…read morein the lobby where I had to provide sensitive information. I saw the concerned look on the receptionists face and asked if there was something wrong as she looked up data. She said no that she was trying to read. When I tried to give history about what I needed she told me to not talk because she was talking. She kept asking me for emails and I was upset and couldn't find them. When I asked to see someone else she sat me down in the front lobby and got me a cup of coffe and went away with my paperwork and came back with instructions to go home and do my paperwork there. I checked afterward and found only one account. I conclude she simply got rid of me. I was very unhappy with this service and will take my inherited money out the first chance I get. Of course there is a charge for doing that. The advertisements that Charles Schwab offers high touch services are just ads

As a local business owner, I understand the importance of customer service and the value in "word…read moreof mouth" and typically would never leave a negative review without first having a discussion with the source. However, my experience with Hough & Co. has been exceptionally stressful and expensive. Fortunately I have a bookkeeper who manages both my business as well as my personal finances. She basically keeps everything organized, manages all the data entry in Quickbooks and then shares the ledger with the accountant once per year to file our year-end taxes. Believe me, she's worth every penny. (Even the Hough & Co. accountant commented on her organizational skills upon seeing my business's QuickBooks, and asked if she takes referrals.) Yet, having her provide accurate documentation in a timely manner never seemed to expedite the process or elevate any costs for his CPA services. Honestly, since 2018 my taxes have yet to be filed on-time despite my best efforts as a client. Delays occurred often in the 3 years of working with Hough & Co. Tax extensions were filed on my behalf and my business was changed from an LLC to an S-Corp filing without any prior explanation or authorization/my approval. (Although "it may be in the best interest of the business", it's ultimately a decision for the owner to make - not an accountant.) The last and final disappointment came (June 2022) while in the midst of acquiring financing for a mortgage and undergoing the underwriting process (which as a self-employed, single individual can be challenging and stressful in and of itself); I learned that yet again my previous year's taxes were not ready to be filed. Unfortunately, due to the urgency of the situation I didn't have additional days or weeks to wait for financial information that was shared with Hough & Co. back in Feb 2022. At the time, I already knew I'd be forced to expedite documentation (once again having to hand deliver my taxes to the IRS). It became very apparent I needed to make a decision and I sent an email notifying my accountant at Hough & Co. that I would be taking my financials to another firm to ensure deadlines and responsibilities would be met. At which point, the accountant reacted defensively to my decision; stating he felt very insulted by my email, followed by calls from his office - as though the situation was personal. It wasn't personal, it's simply business. I hired him to do my taxes, and after realizing he was unable to complete them in a timely manner, it was necessary to make a change. (For the record) Less than 48-hours of our meeting, the new accountant was able to complete and finalize both my business and personal taxes and I'm grateful to announce that I was able to close on my home. Hough & Company's inability to properly communicate or follow through on commitments was unfortunate, yet receiving a $2000 invoice for those "billable hours" without providing the work he was hired to complete is not exactly ethical; yet will be paid (because karma is real).

Mark was awesome! He provided some great direction for this upcoming year with our finances. Very…read morepersonable both he and his staff. Wld highly recommend this business for your taxes. Thanks Mark

We had a very disappointing experience. Despite premium pricing, the level of service did not meet…read moreexpectations. Communication was lacking, and overall execution fell short. I would recommend considering other options.

After many years, I sadly came to realize that this organization does not care about the individual…read moreperson. They just care about money and they reduplicate your tax things and try to make you feel stupid every year case in point my father died and for the next three years, they harassed me and claimed him on my taxes, even though they filed the original death taxes the first year, and I had Lucy swearing that she never saw the death certificate, but how did they file it? And then to fix the problems that they created they charged me !! yeah just stay away. That's the kindest thing I can say, don't get taken in by them

Mr Atlas cost me $20,000 in taxes because he did not know that a loan from an insurance policy is…read moreconsidered a withdrawal when the IRS has deemed it a Modified Endowment Contract...and he sold it to me.

The owner Fred Atlas is very honorable and dedicated to his clients! I did not know what a…read morefiduciary was until I was informed that's what Fred Atlas is. It means a lot of these brokerage houses will do what's just adequate but a fiduciary works solely for the client. He truly cares.

Watch out folks. David Krasnoff is back to Punta Gorda on 10/11/22 and 10/12/22 offering a free…read moredinner if you can make it through his canned presentation. Remember when he asks the color of a Yield sign, it's not yellow and black, it's red and white. LOL.

We bought an annuity from David. He told us to keep the money in for a year so we could make…read moreinterest on the investment without any interest penalty, so we kept our annuity for two years. When we withdrew our money to get a better interest rate, we were penalized 100% of our earned interest. He wasn't honest with us. The only reason he wanted us to keep the money in the account for a year was so he could get his commission. He doesn't care about his clients, it's all about what's best for him. If you want to invest, do it anywhere but here, YOU'LL BE SORRY!

Apparently, AIS seems to think that I like to leave negative feedback cause I got nothing better to…read moredo. If I leave negative feedback it's for a very valid reason. AIS made a complete mess of my taxes, and when I tried to question them about it, I was presented with false documents, false statements, and in the end, they tried to put the blame on me not a lot of integrity to say the least.

Chuck Made Tax Season Stress-Free!…read more Big thanks to Chuck Cash at AIS Tax & Financial! Our taxes were super complicated this year because of all the hurricane losses, but Chuck made the whole process so easy. He had everything wrapped up in under an hour -- and got us a refund on top of it. Couldn't ask for a better experience. Highly recommend Chuck if you want a tax advisor who really knows his stuff and makes tax season stress-free!