Cancel

    Open app

    Search

    Integrated Financial Solutions

    4.2 (5 reviews)
    Open Open 24 hours

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Integrated Financial Solutions

    Debt management

    Integrated Financial Solutions Photos

    You might also consider

    More like Integrated Financial Solutions

    Recommended Reviews - Integrated Financial Solutions

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    11 days ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    16 days ago

    Business owner information

    Photo of Jake P.

    Jake P.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Damon B.
    1626
    74
    106

    2 months ago

    Business owner information

    Photo of Jake P.

    Jake P.

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of R P.
    0
    16
    4

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Jake and his team were super helpful and made the tax prep process really easy for me. Affordable, reliable, and efficient!

    Business owner information

    Photo of Jake P.

    Jake P.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Integrated Financial Solutions

    You might also consider

    OPS Accounting

    OPS Accounting

    4.6
    (27 reviews)

    Very unprofessional. I informed Ted I had an operation scheduled for June 10, 2025, and this was…read morethe first week in April 2025, and I knew I needed to file an extension. I wound up filing an extension for myself. Further, only today, at the last minute, does he send me the return he prepared with several errors, such as a wrong address, an address no prior accountant has ever used for the return. He keeps making excuses for all his errors and even tries blaming a prior accountant for his incompetence, such as the necessity of including a balance sheet. A balance sheet is not required by the IRS. He pays no attention to details and only skims the information you send him. It got to the point where I had to terminate him, and I will need to hire a different (competent) accountant to do the returns. Avoid like the plague. Reply: With the number of errors you made, you have no basis to charge for anything. First, many statements you made are factually incorrect. The LLC does not and has never had over 250k in assets. As noted, with over 40 years of tax returns filed, not one prior accountant ever used an incorrect address, not one, only you. Second, it was clear you constantly made errors, never reviewed the entire information, as I had to keep sending you emails to correct and supplement the information you entered. It was very apparent I would never use your services again or recommend you, and you saw that coming and cut bait. It is clear you have had this problem with previous clients, and it is not new to you. Just look at the 2018 review.

    I HIGHLY recommend Ted and am so thankful to have found him. I had an urgent tax matter and reached…read moreout to a few firms on Yelp. Ted was by far the most responsive. He made a daunting matter less scary and held my hand through the process to resolve the matter all via Cloud and a quick chat. Very impressed by Ted's professionalism, friendliness, honesty, and expertise; he knows his stuff! Ted is the man for your tax needs! He is the best.

    KFN Accounting & Financial

    KFN Accounting & Financial

    3.3
    (10 reviews)

    hired Kyle and his team last year for business taxes and wow did we get more than that. Now Kyle…read moreoperates as our CFO and handles everything from taxes, accounting, tax planning, and strategic financial business operation. Entire team at KFN is highly professional, very smart, and quick on their fee. Great value proposition they have as a one stop shop for everything.

    I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

    Integrated Financial Solutions - taxservices - Updated August 2026

    Loading...
    Loading...
    Loading...