Before you invest with this group and Ameriprise financial. Take a moment to notice the cars in the…read moreparking lot by the employee entrance. Notice the jaguars and BMWs because you will be paying for them as well as the fancy office. You will do better investing in index funds and watching YouTube videos .

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.