I cannot say enough good about the service and care my husband and I received from Marianne Ludlow…read moreand her staff. To say she is thorough and thoughtful is a massive understatement. She thinks of EVERYTHING. Estate planning can seem daunting, but Marianne makes it easy, convenient and sustainable. I feel confident that we now have a plan that will take care of our loved ones and make it easier when we are gone. I truly wish we had realized earlier the risks we were taking by not having a solid plan in place! We would have done this long ago. And we would choose Marianne over and over again.

I had a very complex family will and estate planing that I needed to get done. I met Marianne…read moreLudlow and it was immediately clear how much expertise and experience she had concerning these issues. Not only did I receive major new & existing estate tax benefits, she was also able to organize it in a way that would make things easy for my family later on in life. I would strongly recommend her legal services to anyone wanting their family affairs to be organized in a detail oriented & personable way. Marianne, thank you again for taking that potentially stressful burden away from our family and turning it into a blessing for future generations!

My wife and I had the complimentary 30 min. consult. We were closing a business in another state…read moreand wanting to move it to Utah. We were very pleased with Jeff's knowledge and ability to help us understand the complexities... and simplifications. They will be helping me register my LLC with the State too. I get the vibe that they are a one-stop shop for all things accounting, which is exactly what we are looking for. We have found our new CPA!

Jeff did my taxes last year and did a review of my previous years taxes that were done through…read moreturbo tax. I ended up getting a far larger refund because turbo tax didn't lodge my taxes correctly. I highly recommend that you use these guys!

Very knowledgeable and smart. She knows her stuff, has competitive pricing and shared new…read moretechnology with me to help me prepare for tax preparation :)

From the owner: We provide high-quality tax and accounting services to business owners and individuals. We offer…read moreassistance and consulting services with tax preparation, tax planning, IRS representation, bookkeeping, and QuickBooks setup. Our experienced CPAs will take care of your tax and accounting needs so that you can focus on growing your business. Our team has worked with various industries, including real estate, e-commerce, dining, medical, and many more. We take pride in helping business owners understand that businesses from both tax and financial viewpoints. We keep you well- informed about the tax implications of your business transactions and help you keep your books in order so that you are business can run smoothly. We offer cloud-based services to make it convenient to secure for you to get your taxes and accounting done. Contact us today for a free consultation.

Corrie is amazing! We were using an other accountant before we met Corrie. Let me tel you Corrie…read moregoes above and beyond on everything. Honest, integrity is what she is all about. Knows her stuff as well! You will not be disappointed.

Corrie has helped me with my taxes for at least 8 years. She has been helpful and considerate. I…read morehighly recommend her services.

Jonah has been nothing short of amazing! I have gone through four CPAs for the last four years…read moretrying to find somebody that will take the time of day to assist us in our finances and taxes. He and his team have been extraordinary and helping to make a tax plan and assisting us with our returns. I could not recommend them enough!!!

Poor communication. You can't talk to them via phone or in person. They only accept emails. Jonah…read moregave me poor payment information to the state. I was then fined by the state. I showed the state what I was given by Jonah and the state refunded me back all fees. By the time Jonah decided to get back with me via email, it was several weeks and I sorted out the mess with the state myself. You hire a professional accountant for protection. It didn't happen with this firm.

We've just started working with James and team at Switchpoint financial. I've been impressed with…read morethe thoughtfulness of their approach as well as the business model. Switchpoint uses a flat fee approach which pays for financial advice and investment management on a flat fee which factors complexity and whether it is single or a couple. It is higher value and lower cost than paying typical fees for AUM (assets under management). The flat fee also allows James and team to be objective in how our assets will reside. For example we have some 401K that are best left in pace right now as rolling money over early would prevent us from doing back door ROTHS and some other state tax advantages nearer term. An advisor who is paid strictly on AUM has an incentive to push for all assets to be managed by them. James and team can objectively decide what is best and provide guidance on how to invest any accounts we keep for now with an employer plan. Their investing approach aligns with my own which is more index based lower cost investments, not actively trying to time sectors or the market. Hands on planning and picking an investment strategy, but more hands off in terms of not trying to constantly touch the investments month after month guessing what will happen in the market. A philosophy of building a solid plan and letting the market do its thing long term. That said James is thoughtful and when there are obvious macro trends such as rising interest rates we are leveraging shorter term fixed income to avoid what appears to be obvious risk in the bond sector. A good balance of looking at market situations in terms of expected returns for an asset and tuning the investment approach which is different than pure market timing. In terms of onboarding there are a couple of well known brokerages (Eg. Schwab) that you can utilize to hold investments that James will manage. Although it means moving from a custodian I've been with for a while, we're very comfortable with their custodian options. James likes to use Dimensional Fund Advisor funds for some investments. After some research on these, they're very well regarded with Morningstar analysts and we're comfortable with how he's deciding on individual funds or ETF. A few other reasons we selected Switchpoint is that James is building a small organization to grow the business thoughtfully. We'd looked at some individual financial planners that didn't have a backup plan if something happened to the sole proprietor. Some of those planners also seemed a bit maxed out in being able to handle a new client well. Kyle has brought on an associate advisor Kevin who is learning the business and adding capacity to the org. James also has a Client Service coordinator Jessica who has been great and all our paperwork has been accurate, pre-filled out and making things very easy as well as an operations manager. I take the time to write a detailed review as we did a lot of research trying to find the right planner. We are in our 50's and wanted a planner who is experienced enough but also young enough they'd not retire before us :-) I hope this helps others who are looking for an advisor.

From the owner: We're changing the paradigm of financial advice from sales to profession by offering holistic…read moreretirement planning and investing for a transparent flat fee. No commissions. No % of assets fee. Just unbiased, expert advice.

I hired Kory in June 2023 to help with creating an S Corp and taxes for myself. The first thing I…read moredid when I got access to the portal was upload my current Year to Date earnings so he could do estimated tax payments for me for payroll. He did create the S Corp for me. He did process payroll once for me for Q3 for the only employee I have, but I don't think he ever looked at my info to figure out payroll for myself. When I uploaded everything for him in January 2024 to process Q4 payroll for my employee and do my payroll he was a ghost. I texted and called him multiple times through the month to make sure he had everything and see if he needed any clarification to no avail. On the 30th I sent another text asking if this was going to be done by the deadline and he finally responded, saying that they'd get it done. Nothing was done, and he's completely ghosted me at this point. No response to texts, and phone calls ring once or twice and get sent to voicemail. I'm going to dispute the $1500 I paid him with my merchant and report to the BBB to see if I can recover anything, because at this point I'm going to have to pay all my payroll taxes for 2023 at once, AND the 10% penalties for myself and my employee that were never filed with the IRS. PLUS I have to hire and pay a new firm to try and make sense of all this and see if there's anything that can be done to minimize the fees for him not submitting anything. I cannot give 0 Stars DO NOT USE SMPL TAX.

Do yourself a favor and avoid using this tax preparer! We used his tax preparation services for…read moreover 15 years in good faith and trust. Then when we received an IRS notification letter about a gross error he made on our federal return, he would not return our emails or calls asking for his help in responding to the IRS. We have been told that we need to amend our tax return, at a significant cost, due to his error. He is completely avoiding us and his responsibility to correct his mistake. According to what the other Yelp reviewer wrote about him, this unprofessional behavior is a common practice for him.