Jordan is easy to work with and offers great technology tools to manage my entire financial life…read more As things get more complex, it feels good to have Jordan as a trusted third party to support my family's goals. It took some work in the first few months to submit all the paperwork and set things up in the system, but now I can easily and securely log on and see my net worth, investments and budget. And I can contact Jordan or his team at any time to ask questions.

From the owner: Calibration Financial is a locally founded, fee-only, fiduciary advisory firm that supports…read morefamilies and their businesses by helping to ensure they have a plan in place as they prepare for their future. We develop objective financial plans and provide values-aligned investment solutions specific to your individual needs and goals. Regardless of your financial situation, each planning client is walked through a comprehensive goals-based planning process that includes a thorough review of where you've been, where you're at today, and where you want to be in the future.

We have had our taxes done here a few years now. The accountants are friendly and knowledgeable…read more They know about Dave Ramsey and do not think we are strange for having a cash budget and working on our debt snowball. There seems to have been some staff turn over and new staff added the last few years. So far we have had different staff help us each year. Overall the service seems to be better than that square place. I appreciate having someone work in our taxes who has training and can offer good advice as needed.

We have been using Mike since 2004 and couldn't be happier with the service and results we have…read morereceived. Everyone in the office is always very friendly and helpful when we call or stop in and we are doing much better than a lot of our friends are with investments he has gotten for us.

I had an appointment with Kent McKimmy to prepare my tax return yesterday and I was SO HAPPY with…read morehis expertise, knowledge and professionalism at a very reasonable price. I had some life circumstances that recently changed and Kent was able to flawlessly navigate through the challenges, answer all of my questions, and he is resourceful to quickly find information that he did not know off hand. He ALSO found several errors in my tax return from last year and he filed an amended return for me, and next week he will be doing my son's taxes as well. I came to the appointment uncertain about everything and worried a bit about figuring everything out, and I left with my tax return and amended return absolutely completed, all my questions answered, and very happy with Kent's work. I recommend LifeStyle Tax & Accounting Services 100%. They REALLY know what they are doing, and I am very impressed.

This was my first time ever using a professional tax preparer and it was a great experience. Judy…read morewas very helpful and saved us a bunch of money, fixing something we'd been filing wrong for years. We also wanted to check if it would be more beneficial to file jointly or separately and she was able to check that quickly (it would have taken me hours...) The cost was was reasonable and definitely worth not having the headache of dealing with it all myself. Thanks Judy!