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    Loken Careers

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

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    Services - Loken Careers

    Career counseling

    Editorial services

    Business consulting

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    Flatiron Advisors Tax & Accounting

    Flatiron Advisors Tax & Accounting

    4.6
    (10 reviews)

    We found the process of working with Flatiron Advisors very easy and straightforward. Their…read morecommunication is very timely and their portal is easy to use. Their rates are also reasonable. They provide a quote up front and stick to it. Who needs surprises on top of taxes!

    I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.

    Endurance Management Coaching

    Endurance Management Coaching

    5.0
    (4 reviews)

    I just completed Katie's "Delivering Fearless Feedback" course, a 3-day (spanned over three weeks)…read morevirtual course. Why didn't I take it sooner? From start to finish, the experience was five stars. Katie personally reached out to follow-up with me before starting the course (after hearing from my manager I had some interest... thank you! I needed that!), my materials arrived on time, the online portal clearly outlined our three week session; our group size was intimate enough for everyone to actively participate. Katie's methods are authentic and truly come from a place of compassion and professionalism. It speaks to my own values as a person and manager. She has so many great talking points and nuggets of information. (I wish Katie could live in my ear!) But alas, that's impossible, so I'll need to continue to refresh myself on the materials (so grateful for the recordings), and stay in touch with via her newsletter and LinkedIn posts.

    I took the Excellence in Management class in November with Katie Ceccarini, CPCC, PCC and HIGHLY…read morerecommend it. There wasn't a session where I felt like I wasn't leveled up. I've better understood how to elevate my team and myself. The biggest takeaway for me as a strengths-based leader was that I can center my teams strengths while never sacrificing the ability to build an amazing feedback model. Beyond the class, Katie has helped me elevate myself and overcome my imposter syndrome by giving me real tools that I can use every day. She is a great coach, who cares deeply and she shows it every day. Feedback isn't just a gift, it's a foundation to building a psychologically safe environment that fuels highly effective teams. I highly recommend Katie's services. I wouldn't be the amazing professional I am today without her.

    Loken Careers - careercounseling - Updated August 2026

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