I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s will help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them. read more

Chatterton& Associates has experienced professionals who can handle all of your financial planning, tax preparation and family trust needs. They care about their customers best interests and meet with their clients on a regular basis to discuss current market conditions and discuss tax reduction strategies. They provide good value for the money. read more

I have been a Chatterton & Associates client for years. I was so pleased with my interactions with the tax team that I am now a client if the Wealth and Trust Planning teams as well. I appreciate the personal relationships, the full range of services provided and the educational experiences that allow me to understand the best opportunities available for me to manage and protect my financial health! read more

This place is horrible it used to be good before covid. They have a huge turnover rate. you can never get anyone to call you back. They told us they filed our taxes they never did they said we were on extension that was not the case. They can't figure out quick books we have some else looking into our quicks book and Chatterton has been doing the numbers wrong. BEWARE!!! I honestly have no clue how they are still in business. The communication is horrible as well. They lie to their clients they them people leave. Actually they want to do shady stuff that's why their employees leave. read more

We have been associated with Chatterton and Associates since 2016 when we had utilized their services to revise our Living Trust with Attorney Holly Nabiey. In 2019 we moved our investments over under Certified Financial Planner Eric Oh. Eric schedules regular meeting with us to go over the status of our investments and we have been very happy how they are being handled. The staff is also very receptive and helpful whenever we have to the need to contact them or get questions answered. Chatterton also has informative events several times a year when I always try to take advantage of. I highly recommend this company for your Wealth and Estate Planning needs! read more

This is our 4th year using Chatterton and every year we have had awful client services. First year we gave them a break because of Covid. 2 year their accountant was fired due to lying ( as he did to us) and poor performance. We hung in there gave them the benefit of the doubt and waited to have a new accountant re do our file and get us up to speed. The 3rd year, another new accountant and he was grossly slow. Again taking us to the last minute. This year( and our last) was just flat out awful client service. We went in over 7 weeks ago and tomorrow is the last day to file and we still can't get anyone to call us back to inform us whether they have been finished and filed. Emails and phone calls are rarely returned. I would advise you not use this company. Poorly run. Even management wouldn't return calls. Just to prove my point, if you listen to their phone message they are using Covid schedule for no office appointments from 3 years ago. Kid you not! Talk about poorly run. read more

Rob and David do an amazing job reviewing your accounts and completing tax planning especially in times like these where the stock market is so volatile. I have been more than satisfied with Rob's explanations of the markets both bonds and stocks. My previous CPA prior to using Chatterton absolutely did no tax planning so I was always paying huge amounts of taxes without any explanation as to why our taxes increased. Also, using donations out of our IRA's has helped significantly in reducing taxe. read more

I became a client of Chatterton & Associates when I learned about the coordination between wealth management, tax planning and estate planning. I had recently retired and we didn't have a trust. Holly created our trust for us, which gave us peace of mind. Kyle has been my source for all financial advice. As a fiduciary, everything that he recommends is putting my interests first. He works closely with David, who does our tax planning. I am not a fan of paying more taxes than necessary and the two of them keep me from doing that. Their approach considers all of my accounts (including those with other institutions), my goals, Medicare IRMAA, current tax rate and future RMDs. When I was trying to decide when to take Social Security, Kyle ran my options and gave me advice. I highly recommend Chatterton & Associates. read more

I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind. read more

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter utilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times. read more

I have been a client of Chatterton & Associates for over 10 years. In that time they have provided sound financial advice along with excellent tax planning, preparation, and Estate Planning. I have found them to be trustworthy and helpful in delivering excellent results, as they have exceeded my expectations. This has allowed me to retire 5 years earlier than planned. I would highly recommend them. read more

I would highly recommend Chatterton for anyone that is seeking to better manage their overall financial, tax and estate planning. I was someone who managed my own investments, had a separate tax accountant and a separate estate planning attorney. I cannot express enough the peace of mind I now have with all three aspects being managed by one firm. The decision making is holistic and results are impressive. read more

I have used Chatterton and associates for over 20 years and can highly recommend them. I have always found them to be professional trustworthy and helpful. In fact their performance has exceeded my expectations and has allowed me to retire 6 years earlier than I thought possible. read more

Chatterton is an outstanding full service financial services provider. They have investment management, tax planning and preparation, and estate planning (legal). They have access to all stocks/funds including SEI, which are highly rated. It is not a commission based process, so they do not make recommendations for their benefit. The personnel are excellent, professional, and work diligently for their clients. As a client for over 10 years, I strongly recommend Chatterton. read more

Worst case scenario. This guy was hired by my dad and did none of the things he promised. But then he gave my dad inaccurate tax advice (ummm... he isn't a CPA) and when I brought it to his attention that he is mistaken he refused to correct himself. Stating that I'm not his client so it's ok that he gave my dad bad info. My dad doesn't seem to care because this guy carries professional liability insurance but I don't think it covers tax advice, even though that is something he is selling, you need to be a CPA for that! Zero professionalism. Zero. And lazy too. read more