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    Services - Talcott Company

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    10 months ago

    Bob is very helpful and knowledgeable when it comes to our taxes, which makes it easy when filing.

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    8 years ago

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    12 years ago

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    8 years ago

    Ive benn getting my taxes done here for 5 years, and they are always friendly and helpful

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    11 years ago

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    12 years ago

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    People searched for Tax Services 572 times last month within 15 miles of this business.

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    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    (34 reviews)

    I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

    Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

    Liberty Tax - Store front

    Liberty Tax

    (1 review)

    Made an appointment to have our family's taxes done, 3 different filings in all. First of all the…read moreoffice is located next to a tattoo and smoke shop and there were guys wandering around the shopping center, not very comforting for my 26 year old daughter. We walked in and the office had a faint smell of weed and there was only one tax preparer on sight. She was younger and did not introduce herself which was odd considering she was going to handle all of my family's private information! I decided to test the water a bit and give her the easier of the three tax return files. She took almost a half hour to review three sheets of paperwork and was asking my daughter questions that she should of known! My daughter and I had to google the clean vehicle credit on our own because she said she doesn't do these much and mentioned the IRS website was very confusing! When we questioned her about write offs for my daughters expenses such as computers and board testing for her doctorate schooling she said we could look into that. All in all the process took over an hour and she still could not figure out the clean vehicle credit, said she had to "speak with her manager and wasn't sure the return was entirely accurate." When it came time to pay she quoted us almost double the pricing I was quoted over the phone! Needless to say we will not have our other taxes filed with her and will be getting a second opinion for my daughter!

    From the owner: The people we help during tax season are not just our customers, they're our neighbors. We know…read morethat they're looking for someone they can trust, a price they can afford, and to either owe less on taxes or get their largest possible refund. That's where we come in - we're committed to building long-term relationships and establishing ourselves as trusted tax experts for life.

    Talcott Company - taxservices - Updated October 2026

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