I don't have enough nice things to say about this firm. We were recommended by my mother in law who…read morefound this gem a few months prior. We finally made the leap and switched from our current firm. It was absolutely the best decision we ever made! When they say they treat every client like it was them on the other side, they mean it. They are competent, compassionate, and overall genuine people. I can't say enough great things about them. I'd also like to mention with their knowledge and expertise we are confident our taxes will be amazing this year. They are finding stuff to write off we never imagined. Our last firm did not dig for us that way. They are worth every penny and more. Thanks Joseph Cowee!

We went in anticipating a huge tax bill. Aaron did some digging and informed us of some exemptions…read morethat we were ignorant to. He worked some magic, recalculated everything and we walked out not owing a dime. There's nothing worse than giving the IRS a single penny more than we already do! Thanks Aaron, you're awesome!

Very friendly and helpful atmosphere.. Very responsive and easy to talk to and always answered…read morephone during business hours for questions and help. Highly recommend them!

Very professional office and beautiful decor our CPA is brilliant and knowledgeable Really happy…read morewith our new cpa

I asked Bruce a complex question using their website form and got a detailed response that…read moreaddressed all my concerns. I recommend giving his office a try if you need help.

This was the best CPA experience! Bruce and team are friendly, professional, extremely…read moreknowledgeable and spent the right amount of time to ensure all items were discussed and included as appropriate. I would highly recommend this firm!

We worked with Randal Kuckenmeister on the tax issues related to shutting down my father's trust…read moreafter he passed away. He was very knowledgable and prompt with his responses. He was also very patient when it took us a while to actually shut down the trust. Really great to work with. Thanks Randy!

Dominic Rosa was just a wonder with us . helping us through handling a death to helping us with…read moretaxes. he is always very informative and helps us to understand what we need to do. we are 76 years old and he never makes us feel like we are to old to understand. I can't say any thing but good things about him. thank you Dominic Tom and DeAnna

Casey Neilon & Assoc served as financial executor on a rather complex trust and estate settlement…read morethat I was heavily involved in through 2016 and 2017. I imagine it was a quite a bit more than they knew they were signing up for at the time of taking over trust executor responsibilities that I formerly held. That being said, they kept their professionalism and composure when, well, all the rest of us were losing our own and probably kept the estate from going into a probate court type situation. Looking back on things a year and a half later, It took a couple months longer than all involved parties were hoping to execute everything. But they went the extra mile to get it done and done right with due diligence.

Good CPAs. Knowledgable even about complicated tax issues. The only reason I am not giving 5 stars…read moreis that communication is sometimes lacking.

Absolutely impressed with Steele & Associates! I have had the pleasure of working with Vanessa for…read morean audit. She is knowledgeable, timely, and accurate. What more could you possibly ask for from an auditor?! She hit all of our deadlines and was available whenever I had questions. The fees were quite reasonable for the service. I look forward to working with Steele & Associates for years to come.

Horribly flaky! BEWARE - never checks or answers messages and, after 3 detailed phone…read moreconversations...when I actually got her on the phone, she still had no clue who we were. I had to go elsewhere as we were on a deadline and she strung us along for weeks.

This CPA was absolutely fabulous! I had a few rather worrisome tax issues that she resolved…read more Before I met Shani, I had worked with two other CPA's-- and both were unable to resolve my tax problem. She made things very easy for me and explained everything in detail which reduced a great deal of stress. I'm so grateful I found her! Shani straightened out ALL my tax problems. She phoned the IRS and helped negotiate with them; which took all the fear out of dealing with the IRS. She's very professional and understanding, so I felt comfortable explaining my IRS situation with her. Its been several years since she helped me, so I know she is a great CPA and really knows her stuff. She's the CPA I turn to when I have questions. I've been with her for several years now and she is the best CPA I have every had. She has a lot of experience and is very knowledgeable.

The true test of an adviser is not how he behaves when markets are calm, but how he behaves when…read morehis client needs him. My advisory relationship with Wealth in Yourself ended on 1 June. On 4 June, the transfer of my retirement assets went wrong. My Roth IRA and rollover IRA were transferred into a taxable margin account. Because of the nature of the transfer, I understood that I had a limited period in which to correct the error before potentially severe tax consequences could arise. In order to initiate the recall process, I first had to verify my identity. The only method available to me was a call to a toll-free number. I was in the United Kingdom, where I normally reside, and was unable to use the firm's suggested workaround because it would not connect to toll-free numbers from that jurisdiction. Altruist suggested that my former adviser, Josh St. Laurent, arrange a brief three-way call so that the recall process could begin. He declined to do so. Instead, time was spent seeking alternative guidance that ultimately depended upon the same identity-verification procedure that I could not access. Twenty days of a sixty-day correction period elapsed before I was able to verify my identity myself. Ironically, I was able to do so only because I found an old international calling card in a handbag that I had brought with me from the United States years earlier. The assets were ultimately mostly restored. My concern is therefore not the existence of an error but the response to it. Prospective clients should satisfy themselves not only that their adviser has a sound investment philosophy, but also that they understand how that adviser responds when something goes wrong, how he interprets his obligations during a transition, and whether he is willing to exercise flexibility and judgement when a client's financial security depends upon it.

It is so nice to have a financial advisor that I can trust. I love how Josh provides different…read moreoptions for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.