Steven Fradin and Katie Tyrrell of Muirfield Accounting embraced the challenge of helping my son…read morereconcile his furious cryptocurrency trading activity. Crypto exchanges are not required to send the classic IRS Form 1099-B summarizing Gross Proceeds and Total Costs. This has spawned a large cottage industry of 3rd party software that fills this void by retrieving all your crypto trades and rendering a 1099-B equivalent. Muirfield Accounting was amongst the first and only to recognize that until the IRS requires crypto exchanges to produce Form 1099-B summaries, software such as CoinLedger, CoinTracker and TokenTax are the only realistic alternative. When I first sought crypto help, established firms would not even return my calls or emails. Store front tax preparation franchises threw their hands in the air and showed me the door. Steven Fradin was the only person who had his feet anchored in reality instead of his head buried in the sand. Steve accepted that crypto was just another challenge in his ever changing accounting world. Steven Fradin of Muirfield accounting was the only one to respond. Steven Fradin and Katie Tyrrell answered all my inquiries swiftly. They have an easy- to-use input portal for entering information and produce timely results at a reasonable fee. Although I can whip out my sons' tax returns on the laptop in less than an hour, until the IRS fully embraces the realities stated above and requires the crypto exchanges to produce 1099-B's, I sleep a lot better at night knowing my sons' successfully submitted returns have the words Muirfield Accounting & Advisory SVC printed across the top.

The most unprofessional CPA I've worked with. He charges $550 to do a simple W2 on top of $1500 or…read moremore for small business taxes that are Under 100K. When I politely said "Hey thanks for the reminder, this year I plan to do my personal taxes (W2) myself, but mentioned no change about my wife's business taxes, that they would still be done as planned. He cut her off and stated, "never have your husband contact me again". Literally text her that. He is unhinged. So my wife being the innocent person is really the person who ended up losing out on using the same CPA each year, but the good news is we will pay much less to have our taxes done in the future. He's always been very short. As if it's a bother to answer simple tax questions. I get part of that especially during tax time but being rude is unnecessary and unprofessional. Oh, And you do all the work for him. You have to input every detail of your life into a software system EVERY YEAR and none of those details are saved. Yes, you do the work. He signs it. Also mind you he cost us an extra $5000 the year before with a mistake. There is no guarantee or insurance. He ended up paying for the $150 late fees on the mistake and we paid the $5000 tax Mistake. Weve since found out he made an additional mistake typing in our EIN number wrong which he never told us about. He just asked for POA to fix it. When we brought him some additional fines we were sent. Then he never gave us the final taxes for our records. My wife asked him nicely for a copy and he went off on her saying if your CPA doesn't know what to do, not my problem. Although it was our new CPA who found all these mistakes on last years taxes. She has been nothing but nice to Steve. If he has an issue with me, he can be rude to me, i could care less. But not my Wife who has been loyal. I am going to the AICPA with some of these issues. We still don't have totally accurate information on everything he did in 2022. Lastly, He also instantly shut down our account so we couldn't pull our 2022 taxes to use for 2023. Luckily I had a copy in email albeit it was wrong. I should have listened to the warning I was given originally about him by someone who knows him. All this, because i planned to do my W2 myself. It's free. I guess if he doesn't get the low hanging fruit he doesn't want any of it. I will never recommend Muirfield to anyone and I will warn everyone of how unprofessional his demeanor is. You've been warned. Good luck

I feel fortunate to have found Edward Jones and Paul Donahue to assist me in preparing for…read moreRetirement. I was late in beginning to save for retirement but due to his expert advise and supervision I have been able to grow a retirement a portfolio that will allow me to be ready when my retirement begins. The peace of mind that being prepared brings is priceless.

From the owner: There are so many options when it comes to retirement planning. Paul Donahue excels at helping…read moreclients understand retirement planning and investment selection. Retirement is not a "one size fits all" scenario. We help our clients create a plan for retirement and work with them to make sure we stay on track.

Kaleb does an excellent job working all year with us. I feel that he is always ahead of our…read morequestions and looks to our best interest. I would highly recommend his services.

Kaleb is incredibly thorough. He is personable and really takes time to get to know his clients and…read moretheir goals to develop a plan. He is one of few Certified Financial Planners (CFP)/fiduciaries in the area, so he doesn't sell life insurance or take commissions. He has a monthly subscription model for planning so you no longer have to have millions of dollars to work with a great advisor! I absolutely recommend that you give him a call whatever phase of life you are in!

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!