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    Lopas Larry A CPA

    3.0 (1 review)

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    2 years ago

    Professional but hit hard with invoice. Try to get estimate before they do your taxes

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    People searched for Accountants 178 times last month within 20 miles of this business.

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    Client First Investment Management - Paul has 20+ years of executive leadership. His focus on our strategy and business operations allows the rest of our team to focus on you.

    Client First Investment Management

    (1 review)

    I have had my taxes completed at Client first for 7 years in a row. I have been more than satisfied…read morewith their work. Recently I received a letter that they will no longer do my taxes because I have not used any of their services. Like investing in their programs. I feel that this is discrimination against me being a senior citizen. This was the program they originally started. Special senior discounts. Now we get tossed to the Sid because we can't afford their expensive programs. They cannot be trusted!

    From the owner: Client First exists to serve people like you; modest and frugal with midwest sensibilities. Our…read moreclients come from all stages of life; young family to retirees. Our clients come from all backgrounds; teachers, government employees, business owners, executives and professionals. At Client First, we take our responsibility of being your fiduciary very seriously. We believe true holistic planning is the only way to care for our clients' financial health. What makes us unique? It's simple. We provide access to institutional class processes, tools and expertise to serve our clients' needs. Said another way, we take the tools, know-how and information access normally reserved for the elite and Wall Street and bring it right here to Main Street for the hard working men and women in our area. We have you covered; tax, investments, retirement, estate planning, social security and medicare. Your team at Client First brings a strong inventory of experience and abilities. We're here to serve you!

    Lopas Larry A CPA - accountants - Updated May 2026

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