We believe in the value of relationships and truly believe that our success is a result of your success. We are committed to providing friendly, individual attention to our clients. We take pride in giving you the confidence that the personal support you receive comes from years of advanced training, technical experience, and accounting insight.
Reviews (8)
Ryan Kerrigan
Feb 13, 2022
G. Liaigre
Feb 06, 2022
I went to see Brady in 2019 as a referral through the Dave Ramsey ELP network, I own three rental properties, so I thought it was time to stop doing my own taxes, I was confident I would be seeing someone competent to help with them, but I couldn't have been more wrong. I'm not surprised that this company, having been in business for years, only has 10 reviews, all of which happen to be 5 stars, maybe they petition google anytime they receive a negative review.
My meeting with Brady started awkwardly, as if he was waiting for me to start the conversation, and ***then lead to an ignorant comment from him saying that I am clearly not disabled and don't deserve my disability rating from the VA***. He must think that you need to be in a wheelchair or missing an arm to be disabled. I should have left at that moment, but decided to at least finish the meeting since I had already made the trip.
The meeting ended quicker than I anticipated, lasting about the same amount of time that I sat in the waiting room beforehand. He didn't ask half the questions I expected him to, but I figured maybe those would come up in follow up conversations, they did not. As a matter of fact, I received almost no correspondence afterwards other than an email from his team saying my return was "complete".
After reviewing the return they sent me to sign, I found two or three significant deductions that they missed. I emailed Brady multiple times asking to address them, but only received emails from his team asking me to sign my return with no mention of my concerns. Because I didn't want to sign an incomplete return and wasn't being listened to, I emailed Brady telling him I'll be submitting my own return and would not be paying for his inadequate service.
It was then that I finally received a response from him, accusing me of taking advantage of him and his services. a very professional response. This review is of course being written out of spite two years later, but a friend of mine asked me yesterday if I recommend any accountants, which triggered my memory of this experience. He will not be going to see Brady and I hope anyone who reads this review will make the same decision.
My meeting with Brady started awkwardly, as if he was waiting for me to start the conversation, and ***then lead to an ignorant comment from him saying that I am clearly not disabled and don't deserve my disability rating from the VA***. He must think that you need to be in a wheelchair or missing an arm to be disabled. I should have left at that moment, but decided to at least finish the meeting since I had already made the trip.
The meeting ended quicker than I anticipated, lasting about the same amount of time that I sat in the waiting room beforehand. He didn't ask half the questions I expected him to, but I figured maybe those would come up in follow up conversations, they did not. As a matter of fact, I received almost no correspondence afterwards other than an email from his team saying my return was "complete".
After reviewing the return they sent me to sign, I found two or three significant deductions that they missed. I emailed Brady multiple times asking to address them, but only received emails from his team asking me to sign my return with no mention of my concerns. Because I didn't want to sign an incomplete return and wasn't being listened to, I emailed Brady telling him I'll be submitting my own return and would not be paying for his inadequate service.
It was then that I finally received a response from him, accusing me of taking advantage of him and his services. a very professional response. This review is of course being written out of spite two years later, but a friend of mine asked me yesterday if I recommend any accountants, which triggered my memory of this experience. He will not be going to see Brady and I hope anyone who reads this review will make the same decision.
Gary Kalin Kalin
Jun 14, 2021
Brent Potter
Dec 21, 2020
Having worked with this business for some time now, I enthusiastically endorse it! I work in a field entirely unrelated to finances, so I greatly appreciate Jeff's responsiveness, patience with my questions, and diligence in the services he provides. Jeff's office staff are equally professional and supportive as well. Highly recommended!
Mike Cole
Jun 12, 2020
Leah Kobes
Apr 21, 2020
Mike Crouse
May 16, 2019
Stuart Grossman
May 07, 2019
Jeff is very talented and thorough in preparing tax returns and giving good advice on minimizing the amount of tax that you need to pay. I have worked with him for 15 years plus and I've always found in to the easygoing and friendly to work with. He has good at making the tax preparing process as easy as possible for his clients. I highly recommend Jeff for all your tax return and advise needs.
