You must consider this business if you are looking for tax preparation assistance…read more Easy, knowledgeable, prompt, and professional is how this firm rolls. I reached out to Tim after a not so fab experience with another accountant after relocating to the area. Finding an accountant is seriously as difficult as finding a great hair stylist. Within minutes of talking on the phone, I felt he could deal with my Type A-may panic about taxes-personality. A win for me. Everything was organized and simple. I had all my documents scanned in, emailed them over, and we met in person because I just wanted to go through this face to face step. I did not have many questions, and Tim put me at ease immediately. My taxes were done and paid for quickly (it behooves you to have your s_i_t together....just saying). Absolutely seamless. I cannot recommend this firm enough!

I could not recommend Advisant any higher. The customer service and expertise they provided was…read moreabove and beyond. In previous years, we'd used two well known and highly rated accounting firms to manage finances and file taxes. Since working with Tom and the Advisant team, I can confidently say that these are the best accountants I've had the pleasure of working with. Our finances include contract work, freelance animation, entertainment fees, standard W2's, investments, and various other out-of-the-box income and expenses. Advisant sorts through it all and has done so professionally and patiently. I only wish I had found them sooner.

It's been an amazing experiance having my investments intergrated into my tax plan. Also appreciate…read morethat also give help when it comes to medicare, estate planning and tax planning and prep all in one location. They also have a team approach where each team member seems to really care. Thank you Jordan, Mark, Nicole and the entire team.

Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial…read moreplanner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of interest in that his interest is earning the highest commissions regardless of whether the product he is selling the customer is best for them. We were "sold" complex annuities that were not at all in our best interest, costing us tens of thousands of dollars. Also be aware that there is a high fee (minimum 1.5%) for assets under management for relatively poor performance, high expense ration funds and no tax guidance. That fee was misrepresented to us as well. We were advised brokerage firms like Vanguard had a variety of "hidden fees" yet refused to detail what those "hidden fees" actually were. We were also "guaranteed" the fee for tax preparation would be $79 per year provided we were customers of the firm, yet that also was a misrepresentation. After it became apparent we were not "buying" the bs anymore, we never heard from them again. Don't let the "treating you like family" allow you to drop your guard and trust them because they are not at all trustworthy.

Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did…read morenot know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.

During 40 years of total association and trust with WFA associates, I have never been disappointed…read morein any of their decisions through all of the various market fluctuations. The best in my book.

Howard and his staff have been our go to accounting firm for longer than I want to admit -- but we…read morewill always use them for their knowledge, straight-forward no-nonsense approach, and friendly family atmosphere.

I have worked with Howard Kaufman for over 10 years, initially as an administrative contact in the…read morearea of a business corporate financial association with him as our corporate CPA and later, as I began to realize his broad experience in the financial arena, appointed him as my personal financial advisor, as well. I have the greatest confidence in Howard and his expertise in this area. There had been times in past years when I had been afraid to open any quarterly or annual reports on my holdings and with his guidance and suggestions I no longer have that fear. I have 100% confidence in his handling of my accounts and recommend him very highly. Sue Larsen Mt. Prospect, IL

Mike and Nick as well as the rest of the staff are wonderful people. Would recommend them to anyone…read moreand everyone!

Gerry is rude and does not return phone calls in a timely manner. I will not use his servicesread more

Run! I had a bad experience with them. They charged me after I asked for my services to be stopped…read more A Also added fee do not give them your debt card information they automatically debt for additional fees you are not told about. They also have poor customer service the supervisors do not get on phone. I will never use the service again. He basically told me that they sit back and wait and kept trying my card after I called them to cancel services. The also call you multiple times a day from a dialer

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!