My name is M. Lane, and I almost never write reviews--but I'm making an exception because Barton…read moreWalter Krier (BWK) and John@BWK have shown a level of professionalism, expertise, and generosity unlike anything I've experienced. In my opinion, they are among the most exceptional CPA's and Business Advisors in the industry. When I moved to Minnesota in 2023, I contacted BWK to prepare my taxes. From our very first conversation, I was struck by the depth of knowledge and business insight that John had--he is a true expert. During one discussion, I mentioned a business venture from over a decade ago that had resulted in a significant loss, something I had long written off. He listened closely and said he had an idea--unconventional, never attempted before, but potentially viable. What followed was years of dedication and countless hours on his part. His approach was innovative, bold, and far beyond the standard playbook. His commitment never wavered. The level of effort he put in exceeded the work of ten CPA's I've dealt with in the past. The result? I recovered over half a million dollars from a business that failed in 2012. At 65, this has been one of the most unexpected and meaningful outcomes of my life. BWK treated me with genuine care, respect, and concern--like family. I wholeheartedly and without reservation recommend this company. Thank you, BWK, for everything you've done.

Marc's philosophy about examining everything that affects your finances was life altering for us!!…read moreHe is methodical, and helped us walk through getting ourselves into a financially sound position in relatively short order. He is supported by Ann, who is lovely & thorough. Couldn't more highly recommend this firm!!!!

We have been working with this financial planning firm for more than a decade, and we believe that…read morethey have been instrumental in helping us reach our goals for our retirement planning. Marc and his team have a sound approach to investing and have helped us over the years with college planning for our son to making suggestions for different ways of saving and efficiently investing to meet our goals. We realize that the planning starts with us, but having a financial firm like Work Optional there to support our future was a sound investment and we highly recommend that anyone would highly benefit from managing their investments with Work Optional!

Denny was absolutely fantastic to work with. He was very available, answered all my questions in…read moredetail, and made me feel very comfortable with my first home purchase. Everything was much easier than I could've hoped for and I would highly recommend him!

I am actually an employee of U.S. Bank. What I write below is 100% true information based on my…read morereal experience. I came to Denny for home mortgage inquiries. He is extremely thorough， thoughtful & knowledgeable. He is a super nice guy and answers all my questions in a very timely manner. He is also very good at thinking about all kinds of options for every customer's unique case. Overall I am more than satisfied with my experience with Denny. I would definitely highly recommend Denny for anyone who is trying to finance their home. He rocks！

Not only did they pay off my "Pay Day" loan, and offer me an affordable, easy to follow, repayment…read moreplan, but they reward me often for staying on track with bonus payments for paying on time, attending financial services counseling, etc. If I do all the things offered I will have not only paid off my old loan, and built my credit, I will have gotten back a pretty significant amount of money in rewards. I would say, if you are struggling to get out from under high interest loans, give them a call!!! It can't hurt, and it just might change your life.

First I have to say these guys are very rude. I paid them a couple thousand dollars they said for…read morethat they would do a report and help me file my on file taxes well when I sent on my taxes they found some mistakes than they wanted to charge me $1200 a year and the report that they did... What's the tell me that I had on unfiled taxes. They are very difficult to get a hold of I've left multiple messages with days going by before someone gets back to me. They've literally done nothing for me except tell me that I have on file taxes in for that they charge me $2000. They claim to be a Christian-based organization I'm sure they're using this just to earn trust steer clear and find someone that has good reviews these guys are charlatans.

Matt and his firm are awesome saved thousands of dollars in back taxes. He actually communicated…read moreand returned calls. I highly recommend Matt.

I cannot beleive the service and care that Summit has provided my clients through Dan Hughes. Their…read morerates are competitive and most importantly they provide options that dont take my clients through the ringer. I have been selling real estate for nearyly 30 years and Dan/Summit has been one of the best loan officer/mortgage company combo I have ever worked with.

Patty McLain, a loan officer at Summit Mortgage Corporation has been nothing but helpful and…read moreinformative throughout the mortgage process. She took the time to present the options that were best for our family and let us know how we could get a better interest rate by taking care of some old items on our credit report. We highly recommend working with Summit Mortgage Corporation!

Our long term tax account retired so we needed to find a new option. We actually got this…read morerecommendation from NextDoor. My husband did some research and we took a chance on Bennett & Company and we are so glad we did. We are very organized when it comes to taxes and we needed a responsive, equally organized accountant and Bennett was perfect. They provided an easy to use electronic or printable organizer. They have a secure communication system to upload docs or leverage private conversations. They were very responsive on questions. They completed tasks on time. They provided a very thorough summary and filed all information timely. They sent an update postcard in the mail. Everything has been extremely smooth. Very happy with our service and plan on using for years to come.

They are very easy to work with and very affordable. Supportive and find the best waysread more

My husband has been going to Mickelson's for years, and when we started dating I was going to an…read moreaccountant in Little Canada. After a couple of years of dating I switched over and I am SO happy that I did and only wished I'd done it sooner! This is a very tiny place in West St Paul, but they do excellent work and are very easy to work with. Taxes are no one's favorite thing (unless you are fortunate enough to get money back each year...which I am not), but the process pretty painless! The drop-off is quick, they ask great questions so they can identify any potential deductions, and they offer the ability to email in documents if you forget anything. The turnaround time is pretty fast, and the.price is terrific. In fact, I was paying almost twice as much at my previous place which was crazy! I would highly recommend Mickelson's for the ease of working with them, reasonable pricing, and quick turnaround time! Great place :)