In 45 years I have never had such a traumatizing experience with tax preparation. I submitted all…read moretax materials mid March and @ April 1st I was told we needed to file an extension - when I pleaded I was told there was guarantee our return would be submitted because there was so many clients and I could go somewhere else - what?!?! Take what you can manage! They did get taxes done but when I went to ask about a letter from the IRS to prove our identity I was asked not to return and the door was slammed in my face. A kind assistant tried to help me but the toxic, unprofessional behavior was unimaginable / STEER CLEAR of this unprofessional accountant!

CPA does not use secure online transmission techniques, does not confirm mailing addresses and…read moresends sensitive personal information USPS without using certified mail or insurance- stating they would "have to raise prices". When items are lost in mail- they blame customers, rudely stating that we need to "take responsibility". Steban and Anthony mailed our prepared tax details to an unconfirmed mailing address, different than the address on all documents submitted. They did not state they would be mailing the return back. In years past, we were required to pick up returns. I uploaded to a secure mailbox to send over, but then they used snail mail to return to us, without mentioning. After a month of being lost in the mail, they emailed over our prepared taxes- no secure mailbox- just an email. Stating they are busy with 700 clients is no excuse for sloppy work. This lack of professionalism coupled with the attitude of Angie the woman taking care of the phone is absolutely shocking.

Trenton and Ruby are amazing to work with. They helped get our new business set up and took great…read morecare of us. Extremely responsive and helpful. We recommend them to any business in need of bookeeping services.

I can't say enough good things about Trent at Powder Bookkeeping. I made the switch from QuickBooks…read moreDesktop to QuickBooks Online and created an absolute mess in the process. Trent stepped in, cleaned everything up, and got my books back on track. He is extremely knowledgeable about QuickBooks, patient, helpful, and always responsive. What felt overwhelming to me, he handled with confidence and skill. I'm grateful for the work he did and continues to do. I highly recommend him to anyone who needs solid bookkeeping support.

Liars. RUN AWAY!!!!! Will lie to you about fees, put you into 10 different funds that they earn…read morecommission on. They prey of people who don't know about investing or are victims of employers moving 401k funds to them. Website User interface is horrible. Educating yourself and trying to do research on your own is purposely hidden from customers. When you ask questions of your "advisor" you are talked down to. Vanguard, Fidelity, or Schwab is where you need to be.

STAY AWAY!!!! I am a CPA and my wife inherited an IRA from her father that was held by EJ in…read moreMIchigan. Upon his death, the account was transferred to Frisco. I know what the tax laws are regarding non-spousal inherited IRA's. Mark Nunn had absolutely no idea of how to maximize the tax benefits of this investment, and even provided us with completely inaccurate tax advice. I tried for months to have the situation corrected. I was told I would receive a reply from their "complaint" department with a 15 day period. Never got a response. I am doing everything I can to get the IRA away from EJ, and they are of no help whatsoever. I was repeatedly insulted by Mr. Nunn regarding my knowledge of the tax laws, along with the advice provided to me by a tax attorney. The treatment we received during a very difficult time by EJ was unconscionable and unprofessional. I have never been subjected to this type of mistreatment by anyone in the financial services industry in my 34 years of practice.

Fast friendly customer service always greeted with a smile. Very pleasant experience every time I…read morebank at Credit Union of the Rockies

I went into the Frisco branch to assist a friend and deposit a check for them. The teller was rude…read moreand condescending. Would not consider them for my bank or recommend based on this experience.

I have been dealing with this company for 20 years now, I have been pleased with the services that…read morehave been provided, I am a business owner in Summit County, They help me with all types of insurance for my family and my business.

Unfortunately this insurance agent took months to refund my policy after I cancelled it, multiple…read moreemail exchanges, they couldn't explain why undisclosed fees were deducted (instead of a simple prorata refund), so I involved DORA. I cannot recommend doing business with this company.

A star for the great location…read more No stars because they started requiring I show an ID to deposit checks into my own account. The checks were from another business using Bank of the West and the names were all correct. Ridiculous and apparent harassment. Negative stars because they silently refuse to allow use of their debit card for certain merchants they don't like. Try to swipe your debit card for a spend on lolli.com and it will fail. This is actually the bank's back office and senior management, though the front staff could gain knowledge about silently failing debit card swipes and warn debit card users about it.

I am more than satisfied with the Frisco Bank if the West. I also liked their Silverthorne…read morelocation, a shame they closed it. I have never had a bad experience. I expect to show ID, and does anyone know a nice mortgage lender, seriously. They do fine comparatively.