If you need an outstanding and knowledgeable Financial Planner, Jim Bear is the guy…read more Attend one of his seminars at the Maple Grove Community Center. Easy going guy. I have worked for Financial Planners as a Tax Preparer and he seems to be a good employer also.

From the owner: We work with Investors between 50-70yrs who are in transition. Transitions are: loss of job,…read morerollover 401k; loss of spouse; desire to retire, replace paycheck; divorce-how to handle investments

Caveat emptor! It's…read moreexperiences like this that prompted me to start writing for Yelp in the first place so I can warn other innocent people. We were referred to Scott Schneidermann by the Dave Ramsey Show website as a "trusted adviser". My wife and I are EXTREMELY angry and disappointed! I'd leave zero stars if I could. Obviously, we can't discuss financial details on an open forum like Yelp. Don't be fooled by the non-threatening, nerdy, encyclopedic demeanor. We like the Dave Ramsey Show. But next time, we'll find our own investment professional, Dave. -Daddy Maxx Retro

Not Competent! Too…read moremany errors made with social security numbers, spelling of names and placing funds into wrong stocks and funds. Never available to Clients. I was his Client for a very short time. He was unable to save me any money and misinformed me on many investments. I received calls from Clients that were very upset that Greg and his team members were never available to answer their questions.

I had an appointment with Kent McKimmy to prepare my tax return yesterday and I was SO HAPPY with…read morehis expertise, knowledge and professionalism at a very reasonable price. I had some life circumstances that recently changed and Kent was able to flawlessly navigate through the challenges, answer all of my questions, and he is resourceful to quickly find information that he did not know off hand. He ALSO found several errors in my tax return from last year and he filed an amended return for me, and next week he will be doing my son's taxes as well. I came to the appointment uncertain about everything and worried a bit about figuring everything out, and I left with my tax return and amended return absolutely completed, all my questions answered, and very happy with Kent's work. I recommend LifeStyle Tax & Accounting Services 100%. They REALLY know what they are doing, and I am very impressed.

This was my first time ever using a professional tax preparer and it was a great experience. Judy…read morewas very helpful and saved us a bunch of money, fixing something we'd been filing wrong for years. We also wanted to check if it would be more beneficial to file jointly or separately and she was able to check that quickly (it would have taken me hours...) The cost was was reasonable and definitely worth not having the headache of dealing with it all myself. Thanks Judy!