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    Odyssey Financial

    Odyssey Financial

    (1 review)

    When my father passed away unexpectedly after a short battle with cancer at only 66, my brother and…read moreI were left to manage my mother's inheritance and ensure that she was cared for and had everything she needed. My father was a procrastinator by nature and was sure he'd be around into his 90s just like his parents, so there was no estate planning done. Needless to say, everything had to be set up in a hurry and since we were all very emotional, we did not ask the questions we should have regarding the tax implications of the estate plan. After my father passed away, Nelson, a long time family friend, offered to help us navigate through the "aftermath". He ultimately got licensed in our state and took over primary communication with our less than stellar attorney as her inconsistent and sometimes incorrect information was becoming a burden on us as we were working full-time and still grieving. Nelson spent countless hours researching for us and determined that we needed an amendment to our family trust in order to protect the money we needed to care for my mother from going to taxes unnecessarily. We got all of this squared away just in time for my mother to pass away, just a little over a year after my father. Nelson's knowledge, experience, and dedication made an extremely difficult time a little bit easier on my family by removing the stress associated with the financial aspect. He has a wonderful ability to weed through the emotions at hand and determine the appropriate actions, not to mention a great deal of patience. We will forever be grateful for everything he did to help our family, and I know my parents are grateful, too.

    From the owner: Odyssey Financial is a wealth management and retirement planning practice located in the Grand…read moreCentral District of St. Petersburg, FL, serving Tampa Bay and the entire West Coast of Florida. We couple our fee based financial advisory services with annuity and life insurance offerings to provide a well-rounded approach to retirement portfolio management. With over 10 years of experience working with Florida Retirement System participants, our primary focus is to serve those who serve our communities; educators, first responders and public employees.

    Infinity Tax & Financial Planning - Andy Zorovich
 Managing Director

    Infinity Tax & Financial Planning

    (2 reviews)

    DO NOT use Jeff McAvaddy @ Infinity Tax and Financial planning unless you have an easy file exactly…read morelike everyone else's! He seems like a nice man but he absolutely does the bare minimum when it comes to your appointment. My family tax team growing up would have the files from the prior year at least to refer back to in case there were any differences outside the norm, but not this man. Jeff did my taxes, like everyone else's and calculated that I owed over $1200. Having a disability, and not having found much employment yet, how was this possible?! I figured out after talking to some people that he had filed it wrong, not having bothered to check my files from last year and applying the %10 Penalty. I should not have been charged the 10% penalty but just like last year he had to file an amendment.....NOT MY FAULT! How would he like me to pay that with only a part time job and a Traumatic Brain Injury? After bringing my files in for this year but still presenting the fact that I am being threatened about a lien on my condo, he tells me to call the IRS, and that it is MY responsibility to fix it and call until it's fixed? Instead of apologizing or owning up to it, he asks me "what do I want him to do about it?" I told him that I wanted him to fix it and figure it out being my tax professional. He said that he wasn't going to call "That isn't going to happen!" He proceeds to mock me with a rude under his breath, phhh, and implies that I needed medical documentation if I was fully disabled? I told him that had he had copies of the amendment, I had provided that to him twice now. I have plenty of medical documentation that each time he did this, I have to pull it from several different files, since he never made a copy of it to keep with my file in his office and didn't feel the need to scan and put online either?! I have a TBI/disability and to be treated in such a way and spoken to like I am using the system, how dare him! After paying for a service that I clearly need help with, and to be treated like all I have to do is call the scary IRS and say what?! I don't even have copies of what he did since he did everything online?! That is why I paid him to help me, otherwise I would use a turbo tax like program like he was! So because he didn't refer to last years documents and didn't file properly, I am getting threats to get a lien on my property! I am going to have to take my documents that I have and pray that another tax professional can figure out what he did and how to fix it at this point! Tax deadline is April 15th and I am having to worry about this in April! I will be reporting him as many places as I can, to his board of whatever if he is part of anything and reporting him for misconduct under the disability act. I pray that he NEVER treats anyone like he did me or leaves them hanging with judgment over me ever again. He doesn't know me but he won't forget the way he did me wrong and will hopefully be held accountable in some way so they he never makes anyone else feel as horrible as he did me.

    Like the previous reviewer Patricia I have used Jeff for over 10 years and ALWAYS found him…read moreprofessional and efficient and on top of things. While not the most complicated filings I've had earnings from multiple countries, and or multiple states, loss carry forward situations, rental income loses, investment earnings and many other situations which he has always handled appropriately. He also works to project income taxes for the following year to help with quarterly filings. I can feel for Shannon but her review doesn't seem to describe the Jeff I've worked with over these years. He also uses previous years and their internal forms helping outline changes that may impact the filing. Jeff is also available and willing to respond to questions throughout the year for which he has not charged extra, even when I preface my request with an offer to pay if the answer involves much research. My only regret is that I can't post my favorable review elsewhere but my technological skills and frustration with Google requirements eliminate that ability. I will use Jeff again and again.

    Ahlquist Insurance - homeinsurance - Updated June 2026

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