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    SecuriTax Financial Services

    4.9 (53 reviews)
    Closed Closed
    Updated 3 weeks ago

    Services - SecuriTax Financial Services

    Accountants

    Bookkeepers

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    SecuriTax Financial Services Photos

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    12 years ago

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    8 years ago

    Mady is fantastic and gave great advice! Was recommended to him via a friend and I am sticking with him for this year as well!

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    10 years ago

    Highly recommended! Very professional and patient. It was my first time and I will definitely use his services again.

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    Page 1 of 2

    Ask the Community - SecuriTax Financial Services

    Review Highlights - SecuriTax Financial Services

    Debbie who makes the appointments and looks like she helps in many ways, was very nice and managed all the paperwork I emailed.

    Mentioned in 3 reviews

    Read more highlights

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    Taxes by KD

    Taxes by KD

    4.8
    (46 reviews)

    I've worked with Kristina for the past 6 years, which is why this experience was so surprising…read more This year, my tax situation was straightforward (W-2 only), so I filed on my own and did not require services. I communicated that clearly when her team reached out and also shared that I intended to return next year. At that point, I was explicitly told I would be **deleted from the system** and treated as a new client because I did not file with them this year, despite a 6 year client relationship. That included being placed on a waitlist, paying significantly higher fees, and no longer working with Kristina directly, but instead being reassigned to someone else on her team. I spoke with Kristina directly to better understand the decision, and she confirmed this is now standard policy. What made this particularly frustrating is that this is not a large corporate structure where policies are fixed or inflexible. This is her business, and these are policies that have been recently introduced and are fully within her control. Applying them this rigidly, without any consideration for a long-standing client relationship, felt unnecessary and reduced a long-term client relationship to a transaction. After 6 years of consistent business, being effectively reset after one year of not needing services is difficult to justify from a client perspective. This ultimately reflects poor relationship management. I would strongly recommend clarifying continuity expectations in advance, as prior client history ultimately carries no weight under this model.

    Kristina has been doing my taxes for years now and I can't recommend her enough. Kristina on her…read moreteam are so patient and professional and always answer any question I have. The process is just way more easier ever since I've been doing my taxes with Kristina. The stress of taxes has been lifted and I've been recommending her to all my family and friends because I trust her so much.

    SecuriTax Financial Services - taxservices - Updated July 2026

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