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    Redpoint Financial Group

    4.5 (8 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Redpoint Financial Group

    Bookkeepers

    Business consulting

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Tanner & Company

    Tanner & Company

    4.5
    (8 reviews)

    I could leave zero stars I would. Left my tax documents with Marcus February 22, 2024. I had 30…read moreminute meeting with him discussed I would need a tax return for Utah and Colorado- I would have capitol gains from selling two properties and depreciation recapture. Marcus said no problem would probably cost around $1,000 and he would have them filed by April 15th. Wanting an update I contacted Tanner front desk the last week of March since I hadn't heard from them and left messages 3 different times that week for Marcus to please contact me with estimate of taxes owed (I knew I would owe $40,000 plus to Irs). Marcus never contacted me. All I wanted was a text or an email or a phone call but he couldn't be bothered (no one there could even return a call). Finally less than a week before April 15th my husband called the Tanner receptionist and said we wanted our tax documents back. My husband picked them up that day and all Marcus had to say was for us to file an extension - he hadn't even touched them. Filing the extension would have prevented us from getting the state of Colorado tabor refund of $1,600, which might not sound like much but when you are going to owe over $40,000 every little bit helps. There was no apology he didn't even care. My husband and I had to quickly take our info over to another company who worked very hard to get them filed by April 15th. Whatever you do don't go to Tanner or work with Marcus. They don't care about regular people. I guess we were just small potatoes to them.

    I had a conversation with Marcus about my tax situation. He was helpful and answered all my…read morequestions. They are not the right fit for my tax situation because of the international complexity but was able to clarify what kind of firm I need.

    Peak Tax Preparation

    Peak Tax Preparation

    5.0
    (1 review)

    I cannot recommend Kathy Pittman and Salvador "Buddy" Agito at Peak Tax Preparation highly enough…read more Kathy served as my case manager, and from the very beginning, she approached my situation with genuine kindness, patience, and understanding. I had been navigating a period of significant personal hardship, and her sensitivity and professionalism made an incredibly difficult process feel manageable and supported. Salvador "Buddy" Agito handled the preparation of multiple prior-year tax filings required by the IRS, and his work was nothing short of exceptional. He was thorough, precise, and efficient--moving quickly without ever compromising accuracy. What stood out most was how seamlessly everything was handled. They required very little from me, yet delivered outstanding results with clear expertise and confidence. Together, Kathy and Buddy demonstrated not only a high level of technical skill, but also outstanding people skills. They communicated clearly, respected my circumstances, and worked cooperatively within IRS requirements to resolve my situation as smoothly as possible. True professionals in every sense--knowledgeable, efficient, compassionate, and reliable. I am deeply grateful for their help and would recommend Peak Tax Preparation without hesitation.

    From the owner: At Peak Tax Preparation, we redefine the tax experience with precision, expertise, and unwavering…read morededication aiming to build lasting relationships grounded in trust and reliability. Our seasoned professionals are committed to navigating the intricacies of tax preparation/consulting/strategy, ensuring accuracy, while minimizing your stress. With us, it's more than just numbers. Choose Peak Tax for a caring approach to both business and family finances, where your success is our mission.

    Redpoint Financial Group - taxservices - Updated July 2026

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