I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.

It is a pleasure to work with Flatiron Advisors. The staff is friendly, knowledgeable, patient, and…read moreefficient. They add a distinctly human touch to what is ordinarily an impersonal and objectifying process.

Alexa helped me navigate what I think is among the toughest career moves: shifting to a different…read morerole in a new industry. Alexa's incredibly personable and genuinely wanted to get to know me and my story. She digs below surface-level discussion by using various tools to help with deeper contemplation and discussion about values and how they shaped my career goals. Also, on a practical level, Alexa is one of those great "connector" types. She seems to know someone in every industry/company in town (not exaggerating). I'm much happier now primarily because I'm better matched in an industry/role that fits my personality. I strongly recommend Alexa to anyone who's exploring a new career direction or just needs a boost with their job hunt.

Alexa is amazing! I first met with her in 2018 when I had moved to a new city and needed some…read morehand-holding as I searched for a new job. She helped me with crafting an updated resume, updating my professional social account, and creating a killer cover letter template. With Alexa's encouragement, my self confidence increased and within no time I had landed a great new gig and even negotiated my salary. About a year and a half later, I realized I wanted to take a new direction with my career, and again I turned to Alexa for guidance. She helped me to identify aspects of my previous jobs that I loved and ones I didn't care for, and expanded my knowledge about what was out there that would be a good fit for me. I ended up finding a job I truly love that combines my greatest professional strengths. I cannot recommend Alexa and Loken Careers more to anyone who is struggling with finding their "calling" or just looking for a better situation. Pro tip: do the homework! ;)

Taxes scare me and I had a few questions for a tax professional like Steven. I talked with a few…read moreother tax preparers in the area and Steven was by far the most helpful, knowledgeable, and friendly. I ended up doing my taxes on my own, since I have simple taxes and didn't want to spend a lot of money when I could do them for free, but having a bit of guidance from Steven was super comforting and I'd recommend him for any small businesses or individuals that need tax or accounting help.

From the owner: We are a veteran owned and operated firm. We specialize in tax services, tax consulting, and tax…read morepreparation services but can help with all of your accounting and tax needs. We can provide wide ranges of accounting services as well from monthly accounting, bookkeeping to quarterly tax advisory we are a full service CPA firm!! Call now for free consultation or more information.

I was in a bind and needed last-minute help with filing, and Christine truly came to the rescue!…read moreShe handled my taxes with efficiency, professionalism, and expertise. She made what could have been a stressful situation feel reassuring. I found her pricing to be very reasonable--especially considering how quickly and accurately she got everything done. Highly recommend!

From the owner: As your CPA and Financial Advisor, I’ll help you corral the chaos and wrangle your finances into…read morethe corral of increasing profits. | S Corporation (S Corp) Elections & Optimization | IRS Tax Issue Resolution | Business Coaching | Catch up bookkeeping | Bookkeeping Optimization | Start-up Issues | Revenue Recognition & Job Cost Accounting

Paul Mueller and staff have been amazing to work with - diligence, competence, honesty. So highly…read morerecommend them! AND, they steered me toward QuickBooks online. All I can say is WOW....the hours of work this saves me in terms of tedious things it now does for me, for no mistakes, payroll taxes computed/paid/reported for me. Clean records that do not need to be compared with an outside person doing quarterly reports anymore. Had I known I would have done this so much sooner! Add to that that Mueller and crew can jump in and help me without my sending an accountant's file. No more backups, loading software updates. This is one of those AMAZING things that are so few in life - what you get is so much better than you can imagine and so worth the $!

From the owner: Our Why We have fun…read moresharing our expertise with our clients, within our community and among ourselves so that everyone achieves more than anyone thought possible. We live our Why by providing business strategy & consulting, entity selection, tax consulting, QuickBooks setup & support and Outsourced Accounting.

Let me tell you "What's good" about fruition coaching…read more.. Megan is truly a gift to your life. 2020 has been a doozy to say the least. For me there was so much uncertainty surrounding my work life due to the pandemic, it spiraled me into a bad place of panic and anxiety. Enter Megan and fruition coaching. After our first chat she taught me a powerful tri-ad that truly works in any situation (personal and professional). I was focusing on the "what ifs" of life which I didn't have the answers to. Megan coached me into focusing on "what's good" and it changed everything. I've always believed we're all lifelong learners and I'm constantly working to change the way my brain asks itself questions to focus on what's good. Megan helped my anxiety disappear by teaching me the tools I needed. I'm forever grateful for her coaching as it shifts the way I've been thinking to see a situation with a fresh perspective. Her program is tailored to who you are individually to propel you to your best self so you can live your most rewarding life. It's worth every penny spent as you'll start to see a shift in yourself and the way you look at the world and that is invaluable. THANK YOU Megan!

Megan is an amazing coach and the best I have ever worked with. For me, Megan is three coaches in…read moreone. She is an adept and skilfull business coach and mentor but she is equally skilled in personal relationships and self-discipline. I feel like I have a secret advantage, Megan is an advocate for me but knows when to lay down a challenge. The old adage is true, you get what you pay for. There are many life coaches, when you're ready for results you know where to find them.

Very energetic and sincere presenter. Lots of great ideas, whether one chooses to continue working…read morewith her in the future or not. Also a wonderful opportunity to network with other coaches. I'm glad I took the time! One thought might be to see if ICF would grant CCEU Resource Hours for the seminar... I'll bet they would if asked!

Working with Tommi was just what I needed…read more She has great models and approaches that really good for coaches who want to grow. She is classy and smart and helped me to move into areas where I was holding back. Check out one of her webinars.

Anna Kay is a great asset to your mental health and guiding someone to a better self-worth and a…read moresuccessful future. I have had the pleasure and honor of being able to have her help me change the direction that my life was heading. Without her guidance, I would still be floating in the quagmire of the unknown. Anna Kay helped me regain my self-esteem and self worth and guided me so I can proceed into my future with confidence. She is so supportive and very approachable If you have an issue that is blocking your success, then Anna Kay is someone to contact right away. I really think that she is able to get those blockages moved.