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    Brown + Flatt Advisors

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Brown + Flatt Advisors

    Accountants

    Bookkeepers

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Brown + Flatt Advisors

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    8 years ago

    This is my second year using Flatt and Brown to do my taxes and haven't had any issues. I highly recommend them!

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    Brody Tax And Accounting Services

    Brody Tax And Accounting Services

    2.0
    (4 reviews)

    Don't always believe what you read on Yelp. Sure wish I had done more homework on these people…read more If I did, I might not be writing a check for $500 for this fiasco. My husband hired Brody Tax for bookkeeping in September 2022. We met with Markita Brody on a different matter and she told us about their bookkeeping services. My husband is an owner operator and needs reliable bookkeeping. So we decided to use Brody, especially after seeing positive reviews. We left a large amount of receipts and invoices with the front desk assuming they would be handled properly and entered into their accounting software. My husband returned to drop off receipts and invoices for Sept - December in February and discuss tax preparation. They took the receipts and shortly thereafter we received the tax returns. They sent a nice little email with returns saying that my husband owed $57,000. Can you imagine how that made us feel? I opened the returns and immediately went to the Schedule C to see what they had for deductions. I'm no accountant but I damn sure know they fkd up huge. They missed over $70,000 in fuel deductions and more. I would imagine that an experienced accountant would recognize that a truck driver would have much more than deductions for 3 months but he didn't. I had to tell him. Thats when the receipts that were dropped off in September 2022 came into question. They said the never received them! Wait! What? So, back and forth we go. They are insisting that I'm mistaking and that nobody in the office remembers me leaving these (6 months prior). I asked if there was security footage in the building that would prove that we went in with them and left without them. We were in full panic mode! They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox. Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder. THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts. They were "tucked away" in some woman's desk - apparently known as an "office hoarder". So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension. We are down to the wire on April 18, 2023 at 4:22PM as of this review. Oh.....and they are charging $500 for all this. TAKE YOUR CHANCES WITH TURBO TAX - DO NOT TAKE CHANCES WITH THESE GUYS.

    We have used Judy Sinz, CPA for quite a few years now. We have always gotten a Saturday appointment…read more(which is what we prefer) and there has never been any issues with our taxes. She is very friendly and so is her receptionist. We will be using her again this year.

    Guenther David P CPA

    Guenther David P CPA

    1.0
    (1 review)

    I used Dave for my 2020 taxes and at the time he offered to help dissolve an LLC I had as part of…read morethe quote to have my taxes done. I was having issues trying to get the LLC dissolved on my own, and so that was a great relief that he could help out. He completed my taxes within a few weeks, as I recall, but the dissolution of my LLC didn't occur when my taxes were done but he said he would complete that after tax season which was fine by me. As of mid-summer (July, I think) I hadn't heard anything on the LLC dissolution so I called to check-in. He suggested there was no hurry since it could get done anytime before year-end and I'd still be fine, but it was my perception in that particular conversation he had no interest or intention of doing it which was a bit confusing to me since he had committed to doing so when I sent him my tax information the previous February. Regardless, I sought assistance elsewhere to get it closed before year-end 2021 since I couldn't afford take the risk of it not getting done. I never did hear from Dave on that topic later in the year, so he never did help with the LLC dissolution. For tax year 2021, I decided to use Dave again since he got my taxes done fairly quickly the year prior and he knew my situation and so I sent in all my information on 2/14 hoping to be towards the front of the line. After a month (around 3/14), I hadn't heard anything and so I call his office just to check-in to make sure I was still in-line and though the friendly receptionist seemed surprised I hadn't heard anything yet, she checked on me and assured me they do have my information and it will be done soon. By April 12th, I still hadn't heard anything and so I called to check-in again to see if I'm going to be done by the 4/18 deadline and Dave answers the phone and confirms that he's working on it and I'll have it in a day or two. He's friendly and confident as usual, but at this point I've turned cynical and I know he's being passive-aggressive and I'll be lucky to get them before the deadline, if at all. By 4/14 I hadn't received anything and so I found someone else who still managed to get them done by the deadline. I don't know what I ever did to Dave because I don't recall a bad conversation or anything but I got the message this time and so I've found someone else to work with going forward. My apologies to Dave for whatever it was, regardless.

    Brown + Flatt Advisors - accountants - Updated June 2026

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