Blake Koolick and his team are easy to work with, communicate efficiently, and had our moderately…read morecomplicated tax situation handled quickly. Highly recommended, especially if you prefer all-digital communications (as we did).

We've worked with Blake and Scottsdale CPAs for several years and have always had a great…read moreexperience. Blake is incredibly communicative and consistently available whenever questions come up throughout the year. I highly recommend Blake and Scottsdale CPAs. They make tax season feel straightforward and keep everything beyond that easy to navigate.

I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

Too notch accounting service for my small consulting LLC. They do bookkeeping, taxes, reports and…read moresome other state and federal filings. I recommend their team unreservedly and I think it's at a good value for the price.

If any of my friends or family start a business, I'll HIGHLY recommend that they work with…read moreICTaxAdvisors. I found ICTaxAdvisors online and started working with them in June 2017, so I've been working with them for over six months. They have been professional and highly diligent throughout our relationship. They helped me select and create a tax-efficient business entity, trained me on how to document expenses, and answered all of my questions. They even helped me navigate the tax implications of an interstate move (California to Texas). ICTaxAdvisors eliminated my bookkeeping headache and saved me several thousand dollars in tax in 2017. In other words, their service paid for itself! I appreciate how proactive the team is every month, reminding me of housekeeping tasks. Within a day of the passage of federal tax reform, the firm's CPA (Brock Andersen) prepared a very detailed and proprietary analysis of how the law would impact our business. It's been a great experience, and I look forward to partnering with ICTaxAdvisors for years to come!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

Really excellent service and work product. Enjoyed my experience and will definitely reach out…read moreagain. Location is a little hectic, but don't let that stop you. The services are fantastic.

I have used Tom for the past two years and I highly recommend him if you are looking for a new CPA…read more The first time I went in for a consultation to meet him and go over exactly what I was needing and expecting from him for my taxes for that year. It was good to meet somebody in person and it did not take too long either. I really love the way that they handle business, they provide a checklist on what exactly you will need to provide as well as they have a secure online portal where you are able to upload all of your documents therefore you do not have to go in in order to drop off any information that is needed to do your taxes. This makes it very convenient as you just scan everything in and upload it if they need anything else they will let you know. He is very on top of things and they provide a full breakdown on what they did with a copy of your tax return. They have fair pricing and I look forward to confirming to do business with him.

Fast and thorough tax services! Tommy helped my wife and I file quickly so that we could close on…read moreour home loan. Without his help we would still be searching for a home. We plan to use Tommy and his services for future tax returns. Thank you Tommy for all of your help!

Widespread incompetence. Nice people, but they routinely fail to do their job. On two separate…read moreoccasions (2025 and around 2022), my homeowners insurance lapsed with no warning from them. I was willing to forgive it the first time, but not the second. Perhaps even more unbelievably, on both occasions I was the one who brought the lapse in coverage to their attention. While they apologized when this was brought to them, that does not make up for this level of ineptitude. Quite simply, they have no system in place to catch issues like this--something that should concern any potential customer, especially high-net-worth individuals.

They sold me a car insurance policy with Progressive. Paid my premiums in one lump some for the…read moreentire year for a decade. But when you are in an accident, no one is there for you. I was in a car accident 2 weeks ago and still have not talked to my claims adjuster. All B&P will do for me is connect me to a worthless message taker at Progressive that promises a call back that same day but it never happens. I've left 10 messages in 2 weeks and still have not talked to a live person yet. Do not recommend. I understand that B&P does not control Progressive but they vouch for them by selling me their policy AND they should be of more assistance when their customers are getting the runaround.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!