HIGHLY RECOMMEND TAX TIME!!!…read more We have been going to see Allen at Tax Time for about 3 yrs now. He is fast and efficient, very knowledgeable. We liked them WAY better than going to HR Block and wish we found them sooner!

Who wants to say they need to look for a tax guy? I certainly never did...until I did. I recently…read moreopened a small business and I was still trying to find my way through that learning curve of just running the show! Never mind the taxes--who wants to go there?? After a few months, I found myself thinking I needed to sort out the little messes before the mess grew. I was referred to Tax Time and I'm sure glad I called. Alan got us all set up, filed a lot of documents that needed to be caught up and is keeping on top of my business for me. I suppose if anyone needs to be in my business, it's gonna be this guy. I will say, the billing department is not good at returning calls, but Alan has always responded within 24 hours. If you're looking, this job isn't for the faint of heart but Tax Time makes it look easy while being efficient. Plus, their pricing was very reasonable in my opinion.

Taylor Hall is a genuine guy, who actually listens, so he can meet the customers needs. No one…read morewants to think of the worst, but Taylor is passionate about making sure when it happens you are protected! He also showed me State Farm is much more than insurance! Taylor is right down the road from me. When there's trouble he's there! Give Taylor a call!

Taylor Hall represents himself as my agent and yet I have never spoken to him. When I asked to…read morespeak to him I was told he would never be calling me back. My Rates nearly doubled and he cannot be bothered. Check with Allstate. Don't waster your time here

Stopped in with a basic quick question reguarding some paperwork. Got it taken care of very…read morequickly and ended up chatting about a couple other questions I had. Small business, looks locally owned, good people.

I have used The tax specialist in Riverton, Utah for years. My tax specialist there is Su Kirk…read more For years formerly a director for H&R Block she is superlative at her work. Her focus and knowing what you are going to ask before you ask a question goes to her superior credentials and time in the tax industry. All work she has done for me has always provided the most money back to me or the very least amount owed in taxes both federally and state wise. I cannot extol her abilities in just the room here. Before you call anyone else just give her or anyone at The Tax Specialist a call and you'll see why it would be a waste of your time to continue looking for a tax consultant or tax preparer. They can handle even the most difficult tax circumstance serving not only your best interest but I can attest that Su can explain your best options in a way you can understand easily. Each year I simply call 801-254-7421 and know I can relax with the best representation and explanation at tax time.

We used Freeman Lovell to set up and structure some LLCs and real estate purchases for us. They…read morewere helpful and very knowledgeable.

Ultimately I did not work with Steve Lovell (decided not to move forward with a purchase due to a…read moredual agency situation), but Steve is excellent. He gave me a lot of great advice during our introductory call on real estate. I would highly recommend Steve for any matters with real estate.

Merrill does a great job for the Pitowners Association. We appreciate his knowledge and diligence.read more

I have worked with Merrill at CRT for the last 4 years as I have grown my business from nothing to…read morea successful S-Corp. Merrill and his team have helped me reconcile my Quickbooks Online and prepare my business and personal taxes. Everyone is great to work with, prices are affordable and my stress levels are low. I fully recommend them!

First time to use this company. Everything went great. Price is less than my previous CPA. Very…read morehappy. Will be using this service again next year.

Changing from a 5 star to a 1 star! I originally wrote a very positive review about Mike Stevens…read moreand Capital Wealth Advisors when we first met and signed up with them. Close to the end of year one my husband and I transferred some money from an IRA to a new Roth IRA. The amounts transferred were the same for both me and my husbands so it was easy to keep track of In December we found that for my new Roth IRA account the initial amount had not been invested. My husbands new Roth IRA was growing and my new Roth IRA seemed to be dormant. We brought this to Mike's team at Capital Wealth Advisors they said it hadn't been invested and would let Mike know. In February of the next year it was still dormant and not invested. Talked with the new president that Mike had put in place and was told they would fix the issue as it was their fault. In talking with Mike a few weeks later he told us that he had a conversation with his team and that they could NOT do anything about it. In April it still had not be allocated/invested. On August 1st on a zoom call Mike apologized to us, as he was confused as to what had happened and stated that it indeed was their fault and they "would make it right" as of that moment. He said my Roth IRA would then match my husbands Roth IRA. On August 13th my husband wrote Mike an email asking why it had still not been taking care of as promised. Mike wrote back saying that he had been out of town and was still "working" on it and that aslo maybe we should part ways and he would then turn our account into a "retail trade account". They finally could only mail me a check for the amount I would have gained on the account had they invested it. Problem with that is, I am not really made whole as promised because I am going to have to pay taxes again on that money and could not simply reinvest it because I am retired. We stated that to Mike and all he could say is "check with your tax advisor". So it was not made right nor whole.

Mike is total jerk to deal with. He will be super nice to get your business then flip a switch…read more My advice is to go somewhere else. Never saw anything in 5 years with my investment.

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!