This company will give you trustworthy and reliable service. Have known them for many…read moreyears--highly recommend. Dana Naas - Golden Printing & Promotional Products Lakewood, CO 80215

Hi, I have known Matt at Golden Wealth Solutions for a long…read moretime. He is a financial adviser that will give you honest and smart advice on investing, managing money and other ideas to make you make smarter and better investments. A very nice, quiet, low key guy who is not pushy. You will like him. You will like his advice. randy

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I had a very helpful consultation with Peter. He took the time to understand my income, debts,…read moresubstantial real-estate equity, and my goal of preserving my properties before giving me his assessment. He clearly explained why bankruptcy was not the best solution for my particular circumstances and helped confirm that managing my creditors outside bankruptcy was the more appropriate path for me. I appreciated that he was straightforward, knowledgeable, and willing to tell me that I did not need the service he provides rather than trying to turn the consultation into a sale. I left the conversation with much greater clarity and confidence about my next steps. Highly recommend.

Peter is kind and compassionate. He handled my chapter 7 case with complete competence. He made…read morehimself available any time I had a question. He was always clear, prompt, and courteous with all information, steps, and procedures I had to follow. He got me through one of the toughest things I never thought I'd have to face in my life. I highly recommend Peter Mullison as an attorney.

Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

Had a great experience working with Jason Kauffman from Uptown Mortgage! This was our first home,…read moreso we were brand new to the buying process. Jason helped walk us though everything we needed to know and was always available to answer questions. He was pivotal in our home buying process go so smoothly. In addition the process of uploading all of our documents with Uptown Mortgage was straight forward and made the process a breeze.

If you're reading this, do yourself a favor and end your loan search with Jason! My husband and I…read morejust closed on our first home with Jason by our side, and we truly couldn't have done it without him. His kindness, competence, team, systems, and problem-solving abilities are unmatched. Not to mention, he secured the best rate for us--and we got five different quotes! Our realtor even mentioned he was the best loan officer she has worked with as well. I can't say enough good things about him and his business. Trust me when I say you'll want someone like Jason on your side when you're getting a loan--you won't regret it!

I called into Advanced Tax Solutions after I heard an add on the radio through 104.3 the fan. The…read moreadd stated that someone had a tax debt around 15k and Tax Solutions were able to wipe it away. I called and spoke to a lady, that wasn't very helpful and definitely unpleasant. I asked her if I could set up a consultation, so she asked me what my debt amount was. When I told her, she replied that she could connect me to their website for the owner to answer one question, but they don't handle anything less than 25k. Obviously I have confusion after hearing their add on the radio. Unfortunately this experience wasn't what I had hoped for, so if your tax debt is larger than 25k, they can help you and if not... Not sure where you turn.

Please keep in mind this review is based soley on my initial consultation. I had chosen this place…read morebecause of the heavy radio advertising that I have heard lately and in all honesty I've had their number in my phone for around a year. I'm in a situation right now to where I owe Uncle Sam a little bit of change that I thought they might help me ease the pain a little bit, lol. First of all I made an initial appointment and awaited a confirmation by email and it never came, so I called back to see if so could move my appointment up and they accommodated my request I than informed them o had not received a confirmation for my appointment and the assured me I would receive one this time which, I winded up calling them the next day when I was supposed to be there an d informed them that I still was awaiting the confirmation email and wouldn't be there because I never got an address of where to go. They of course were very apologetic and insured this would not happen again. When I finally did go down there and met with a representative i waited almost 15 minutes past my appointment time before I said something and was taken back to an office. Upon starting the consultation I was informed his rates were generally $150 per hour , and I informed him that's not what was advertised. He stated he would go ahead and take me but that's usually someone else doing the "free" consultation. This is the conclusion, he stated that basically their company specializes in ppl that have numerous unfiled tax forms and owe a lot of money. He did inform me of how I could resolve my issue and he would help me take the steps to resolve but I could do it myself. So he was honest. I give him credit for that. Just before you go down there make their services are what your looking for. And one other thing parking is VERY LIMITED. I will neither recommend or recommend, just telling you guys and gals about my experience.

Let me assure you that all the great reviews Patrick has are true. Having just moved to Arvada I…read moreknew I needed a new tax preparer. I had 2 real estate deals last year and annuity income so I really felt like it was over my head. Patrick to the rescue! I researched 6 others in the area but when it came to the reviews...it was clear that his clients were all more than satisfied! He is a pleasure to work with!

Patrick is the absolute best! We've been going to him for 8 years. We're not the easiest clients…read moreand it's always a smooth and enjoyable process!

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