You must consider this business if you are looking for tax preparation assistance. Easy, knowledgeable, prompt, and professional is how this firm rolls. I reached out to Tim after a not so fab experience with another accountant after relocating to the area. Finding an accountant is seriously as difficult as finding a great hair stylist. Within minutes of talking on the phone, I felt he could deal with my Type A-may panic about taxes-personality. A win for me. Everything was organized and simple. I had all my documents scanned in, emailed them over, and we met in person because I just wanted to go through this face to face step. I did not have many questions, and Tim put me at ease immediately. My taxes were done and paid for quickly (it behooves you to have your s_i_t together....just saying). Absolutely seamless. I cannot recommend this firm enough! read more

I could not recommend Advisant any higher. The customer service and expertise they provided was above and beyond. In previous years, we'd used two well known and highly rated accounting firms to manage finances and file taxes. Since working with Tom and the Advisant team, I can confidently say that these are the best accountants I've had the pleasure of working with. Our finances include contract work, freelance animation, entertainment fees, standard W2's, investments, and various other out-of-the-box income and expenses. Advisant sorts through it all and has done so professionally and patiently. I only wish I had found them sooner. read more

For those of you who think that your taxes are the simplest and Turbo Tax/Tax Slayer will handle it all for you...Think again. There is something to be said about having a direct contact with an individual regarding your personal finances. However intelligent you think those automated questions are for those online tax services nothing beats asking a live person. Tom and the team at Advisant had no qualms with answering the simplest to the most difficult questions I had. They genuinely cared about my return and made sure that I was comfortable with the whole process. They were affordable and I will never go back to an online tax program again... You just can't beat the personal touch for the same amount of money. read more

As a maturing adult who has previously relied on self knowledge and turbo tax, I finally arrived at the conclusion my tax life was complex enough to seek out professionals. I knew I didn't want an in & out tax shop that you see on street corners, but rather professionals that take the time to understand my particular circumstances and someone I could keep in touch with and work with as various changes arise. So far my experience with Advisant has been just that. Tim & Tom have a genuine approach with their clients and I got the feeling that they generally care about my financial well being and whether or not I was comfortable in my understanding of things. Communication is also a breeze as they have been quite responsive and easy to get a hold of. I would highly recommend the professionals at Advisant for first time tax help seekers and more! read more

I'm a serial freelancer, filmmaker, and contract worker - so, needless to say, my taxes and personal finances can get pretty sticky. With my wacky work hours that go along with it, it's hard for me to find the time to get my taxes and personal finances sorted out. Advisant came in right when I needed them - and they've continued to provide excellent service and customer support for the past couple years. I'd highly recommend them to anyone looking for tax advice or tax accounting. Tom and Tim are both personable, enthusiastic, and really work with you to make sure you understand the process. Not only that, they'll help you with financial & tax planning moving forward. Highly recommended. Great people! Looking forward to seeing their business continue to grow. read more

I've been using Advisant for a couple of years now and couldn't be happier with the level of service I have received. I feel confident in their knowledge of the tax system, always exploring thoroughly every opportunity to make sure I am paying the right amount (and not more!) of my hard earned money to the government. It is a huge weight off my shoulders to have my finances in the hands of people I trust without waver. I would also add the personal touch makes all the difference to me. This is my money, I don't want to be part of a machine!! They respond quickly and never mind to walk me through anything I'm trying to understand. This is a great company and I could not recommend them any higher!! read more

Was supposed to be an advisor, ended up filing my taxes twice, years later having refund and filling issues

Professional, efficient and knowledgeable. Tim and Tom took the time to understand my specific tax situation and did an excellent job preparing my taxes....and their fees are very reasonable. I'm a lifetime client now! Highly recommended! read more

I could not be more excited about the help I have found with AF. Although I am just in the beginning stages of using their services, I am very impressed. As a small business owner with a TON of questions and no accounting knowledge whatsoever, my meeting with Tom was fantastic. I asked what I thought were ridiculous questions and he answered all of them whilst making sure I didn't feel like a complete idiot (as many others had done before him). He took a personal interest in helping me organize things so that my business can grow and profit, he offered suggestions on ways to improve what I am already doing, he clearly explained everything that AF can do to help me, and he did it all on my schedule. I felt like he genuinely cared about the growth of my business and helping me get it to where I want it to be. I am truly thrilled to have found AF. If you are in the process of starting a business, have a growing small business and need some extra help, or are looking to find a more personal (and interested) relationship with the person handling your money, I could not recommend AF more highly. Best accounting/money meeting I have had in the 5 years I have been running my business. Call them immediately. read more

Tim and Tom are professionals and great to work with. Both are very knowledgeable and upfront and remove the stress out of tax season. It was a breeze to get my return done and submitted. Give them a call! read more

I was doing my taxes online the past few years, but wanted to feel more confident that I was truly maximizing my return. I started working with Tim W at Advisant this year. He's knowledgeable, personable and responsive. It's been a pleasure working with him, and am looking forward to working with Tim and Advisant in the future. read more

I love these guys! They are very professional and are very thorough in their work. They will literally meet you anywhere. Super accommodating. They were very patient with all my tax questions as well, and also helped me out with personal finance goals and questions. Tim was extremely polite and quick in his response. And I ended up getting a huge refund! I will definitely use them for many years to come. read more

I recently started working with Tom at Advisant Financial to address self employment income I began generating in 2015. Although I've only just started using their services, I've found it refreshing to deal with professionals that are timely and seem to genuinely care about their clients. I feel much more informed about how to track relevant transactions and also what to expect when it comes time to file my taxes this year. I look forward to continuing this relationship in the future! read more

As a professional musician and educator, my income comes from a plethora of sources. Advisant Financial has helped me so much with my tax returns. I have do deal with multiple forms of income, and at one point I had to transition from "NR" to regular forms, once I became a permanent resident of the USA. Also, I am a CA resident, and this company was resourceful and efficient in dealing with my state tax return. I worked directly with Tim W, and he was careful, diligent and meticulous to fill out my forms accurately, in order to receive the best refunds. For the last 4 years, Tim W and this company are the guys the I trust to help me with my taxes, and I don't plan to go anywhere else. read more

I am a freelancer in the film industry, which means tax season is a nightmare. I had a bunch of forms and receipts and things and I had no idea where to begin. Tom was my accountant and saved me so much time and stress. Everything went smooth and I ended up having to pay back way less than I thought. Very happy!! read more