I love this place! They helped me with the insurance for my business for a great price, and the…read moreservice is always amazing! They really take the pain out of dealing with insurance!

Can't believe I'm writing a review for an Insurance Agent…read more However, Josh and his staff have always been awesome and treated us well. He personally called me (out of the blue) when Colorado changed their laws on uninsured motorist to explain to me what it meant, what my options were and see how I would like to change my policy - if at all. I don't even bother to shop around any more like I used to. I think I'm getting good prices, but I KNOW I'm getting good service!

Great service. Very knowledgeable and kind. I normally file my own taxes but was stuck because of…read morea complicated family situation. Fran walked me through all of this in a very sympathetic manner. It got me through.

I 've had my taxes prepared by the Coet family for more than 30 years…read more I can rely on them for the upmost standards in preparing my tax returns. Fran and her team are dedicated to their work. They are always up-to-date with the latest changes in the laws, bringing correct and sound advice to their clients. I highly recommend them for all your financial needs.

I have been using Pro Tax and Accounting for more than 10 years. David is very personable, and…read morehas an amazing memory for the details of my complicated return from year to year. I have a small business, and he manages all the forms, including depreciation of assets, along with rental properties and other issues. They are efficient, honest, and quick to answer any questions. I always go in to the office and have a full meeting about my return at no extra charge.

I go here every year for my taxes since living in colorado and I love David, he is so personable…read moreand honest! He has really saved me when it comes to taxes and doesn't do any shady deductions that could haunt me later. Very happy with their service and prices. It's just too bad they don't have commercials starring Jon Hamm!

Would highly recommend working with this Agent Emilio Martinez. He is very knowledgeable about his…read morebusiness and I was very pleased and impressed with the decision I made to purchase my mortgage protection& Life insurance with him. Thank you, I would highly recommend him to anyone.

Brian Manning and his team are amazing…read more He was honestly the glue that made our home buying experience a great one. 1. He is super well connected & knowledgeable. We used both the real estate, and insurance agent he referred and had a great experiences with both. As first time homebuyers, there was a lot for us to learn and Brian was an excellent guide. 2. He was very responsive and almost always available. We bought in a competitive market that required quick communication, fast response to change, and a very fast close. Brian and his team delivered on all of these. I highly recommend Brian and his team.

Brian Manning - A Prime Example of Unprofessional, Rude, and Arrogant Behavior…read more My recent encounter with Brian Manning was one of the worst experiences I've ever had with a supposed professional. From the moment we began our interaction, he made it clear that he has no interest in being respectful, courteous, or even remotely professional. His demeanor was dripping with arrogance, and it felt as though he looked down on me the entire time. First and foremost, Brian has an unbelievably rude attitude. Instead of answering my questions or attempting to provide any helpful information, he dismissed me outright as though my concerns were irrelevant. Whenever I tried to clarify something or ask for further explanation, he would cut me off, acting like he was too busy or too important to be bothered. It was shocking to be spoken to in such a demeaning tone by someone who claims to be a professional. His arrogance was next-level. Brian acted as though he was the smartest person in the room, belittling my inquiries and making me feel like an idiot for asking what should have been basic questions. Rather than providing clear or thoughtful answers, he seemed to take pleasure in making the process as difficult and confusing as possible. He went out of his way to be vague, and when I asked for clarification, he responded with sarcasm and condescension. What's worse is his blatant disregard for professionalism. At several points during our conversation, he spoke to me in such a dismissive and mocking way that I was left speechless. His behavior was entirely out of line for someone in his position. I can't understand how someone so unprofessional can hold any role that requires customer or client interaction. Brian also seemed entirely unbothered by the fact that he was coming across as rude and disrespectful. In fact, he seemed to relish in it, as if treating people this way gave him some kind of power trip. It's baffling that anyone with this attitude would be trusted to work with others, as he clearly has no respect for anyone but himself. In summary, my experience with Brian Manning was deeply frustrating and left a lasting bad impression. His arrogance, rudeness, and unprofessional behavior make it impossible for me to recommend working with him under any circumstances. He made what should have been a straightforward process unnecessarily difficult and unpleasant. Save yourself the hassle and avoid Brian Manning if you're looking for someone who treats you with basic respect and professionalism--qualities he seems completely devoid of. There are far more competent and respectful professionals out there who deserve your business.

When I moved from CA to CO, I had to take on the daunting task of replacing my kickbutt business…read moreaccountant and a bookkeeper that was not doing the greatest job. And let me tell you, the search for a new one in Colorado was not a fun process. Most of the firms I reached out to (1) never responded, (2) were fully booked, or (3) were far from professional. Tricia and her team were a breath of fresh air -- responding to my inquiry quickly, jumping on a call with me right away to learn more about my needs and whether they could meet them, and creating a custom proposal based on what kind of assistance I was looking for. I've been working with the team since Jan 2019 and they have been an absolute delight. My bookkeeping is done in a timely manner, books are done correctly (finally!) and my complicated taxes were not as stressful as they could have been thanks to O'Connor & Co. Most importantly, I have a team who has their eye on the big picture and helps me strategize ways to improve finances and save on taxes...something I appreciate as a business owner. As an added bonus, Tricia and her team have actually made the process fun, something I would have never put on my list of must-have criteria. If you're searching for a great team to handle your business' bookkeeping and taxes, look no further. O'Connor & Co will exceed your expectations and provide a breath of fresh air in a rather tired industry that often forgets about customer experience.

I've worked with Tricia since she was in her office space uptown about 10 years ago. Here's what I…read morecan say: 1. She knows her stuff. If you have a tricky tax problem, she can help you. I fancy myself "smart" from time to time, and more than once I've researched Tricia's recommendations to make sure I was getting good advice. I've always been happy. 2. Knowledge does not come cheap. If you're looking for some CPA to do some data entry at tax time (basically, following the prompts from some piece of software like the clowns at the mall kiosks), move along. Tricia is not for you. If you're a small business owner trying to navigate a business entity classification + a marriage + a home sale + some investment tax issues + an interstate move - and do all of this via phone and email while you're traveling on your extended honeymoon - this is who you want. 3. Speaking of the IRS, Tricia is ethical, but she works to minimize your bill. I've never felt uneasy with anything, but I've also never felt like we left money on the table. In years passed, I've done the 'tax kiosk' thing and missed deductions/credits. Never again. 4. She's fun. I enjoy talking to her. She's got great energy, and she's passionate about her job. I admire that, considering I'm about as passionate about tax time as I am about dental surgery. So, there you have it. Happy customer since 2008, and Tricia is the only person I call when I need tax advice/help. NOTE: I see someone else reviewed Tricia and said she was expensive, and here's my counter: Saving a couple hundred bucks doesn't appeal to me when a mistake can cost thousands.

I highly recommend Mike Diveley! He was attentive and honest while helping me shop for interest…read morerates. Great customer service.