I learned so much from Steve. He spent considerable time talking over my policy options and…read moresuggested that I stay with my present carrier. Truly customer first, even though he gained no monetary value from our conversation. A lot of wisdom and support for which i am grateful!

Steve helped when my condo insurance company canceled me for OOPS!! FILING CLAIMS! Very small…read moreclaims, mind you. A few hundred dollars. Steve helped me find a new company to cover me. (AMEN! Angels singing!) He even called me at policy renewal time to let me know that my policy was still the best deal. Then, when I sold the condo and bought a house, he referred me to a DIFFERENT COMPANY that would cover my newly purchased nearly 100-year old house! Steve is the best! Go with Steve, you won't be disappointed.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

I recently called in and spoke with Gary Klein who gave me excellent advice for my taxes and was…read moresuper friendly throughout the interaction. After talking to 3 other people who didn't seem to care about my situation I was glad I was able to speak to Gary. Highly recommend !!

I had a consultation with Gary about individual taxes. He was helpful and clearly answered all…read morequestions I had. His estimated prices also seemed very reasonable.

For over ten years, Troy York, our financial advisor and Cindy Loftesness, the branch administrator…read morehave been our mainstay with investments. Not only us, family and friends have benefited from their calm, efficient and knowledgeable advice. More than that, we trust their professional knowledge and know how. It's money we're talking about, whether it's investments, 401K's, annuities, Troy know's his stuff and Cindy will move heave and earth to get what you need when you need it. Trust and reliability. Honesty and efficiency. Humor and kindness. If these two ran for office I'd fund their campaign.

I am a business owner who needed direction for my taxes and on-going tax needs, Dustin provided…read morethat direction and professionalism.

This is a family owned accounting/CPA firm located in central Denver. They have been doing our…read morepersonal taxes for four years now and we couldn't be happier. A few months prior to 4/15, Dustin sends us a checklist with some prep forms that we use to collate our tax documentation. He schedules appointments well in advance so once the W-2's start to roll in we have time set aside to review our files. When we show up for our appointment, we run through the checklist verify we have all the right forms, then we go away while Dustin completes our tax forms. We then pick up the final package and complete the filing process. Dustin is very responsive via email and phone if we have any questions throughout the process. We have complex taxes, my husband owns his own company and it is well worth the investment to know that we aren't missing anything. We are so pleased we have found these guys -- they take a lot of the pain out of tax season. Highly recommend.

As a ten year business owner my experience has been having the right TEAM is crucial to success and…read moregrowth. That team includes all the nerve centers around your immediate staff such as book keeping and payroll. We have almost always had to settle on who we signed with. NOT ANY MORE! We found Canavan Syddall & Associates and now have the best of both worlds. We have the power of a huge company with the personalization of a small shop. The energy and passion they portray is contagious and unmatched. They are focused on You, Your business, Your goals. Without hesitation I recommend CS&A to everyone I talk to!

Kaleigh is super knowledgeable about Colorado tax laws. Highly recommended!read more

I could leave zero stars I would. Left my tax documents with Marcus February 22, 2024. I had 30…read moreminute meeting with him discussed I would need a tax return for Utah and Colorado- I would have capitol gains from selling two properties and depreciation recapture. Marcus said no problem would probably cost around $1,000 and he would have them filed by April 15th. Wanting an update I contacted Tanner front desk the last week of March since I hadn't heard from them and left messages 3 different times that week for Marcus to please contact me with estimate of taxes owed (I knew I would owe $40,000 plus to Irs). Marcus never contacted me. All I wanted was a text or an email or a phone call but he couldn't be bothered (no one there could even return a call). Finally less than a week before April 15th my husband called the Tanner receptionist and said we wanted our tax documents back. My husband picked them up that day and all Marcus had to say was for us to file an extension - he hadn't even touched them. Filing the extension would have prevented us from getting the state of Colorado tabor refund of $1,600, which might not sound like much but when you are going to owe over $40,000 every little bit helps. There was no apology he didn't even care. My husband and I had to quickly take our info over to another company who worked very hard to get them filed by April 15th. Whatever you do don't go to Tanner or work with Marcus. They don't care about regular people. I guess we were just small potatoes to them.

I had a conversation with Marcus about my tax situation. He was helpful and answered all my…read morequestions. They are not the right fit for my tax situation because of the international complexity but was able to clarify what kind of firm I need.

I have been with COUNTRY Financial as a client for 10 years and Robert has always been helpful,…read morefriendly and treated us with respect and honesty. Being treated fairly and honestly is huge for me and the best reference I can give that he and Travis Jensen were so great I had to ask them to work for them. Now a little over 2 years later I have never regretted my choice. COUNTRY Financial has taken care of my family very well as a client and working with COUNTRY has not changed anything. I am treated with respect and integrity every day. They are great! Call him if you want a great Agent!