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    Financial Connections

    5.0 (1 review)

    Services - Financial Connections

    Accountants

    Investment management

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    18 years ago

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    Couch & Associates

    Couch & Associates

    4.0
    (51 reviews)

    I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

    The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.

    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (165 reviews)

    This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

    Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

    Financial Connections - accountants - Updated June 2026

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