The Vora Financial Group has managed my families investments for over 10 years. Recently I was…read moreable to roll a 401K over to the Vora team for independent management, and I am now experiencing a rate of return that I have not seen in the 10 years that this fund was under my former company. Regardless of which direction the market is trending, Vora Financial is always on top of their investments, and quick to keep their client up to date on their actions as it relates to any short term spike or volatility in the market. This level of transparency and service builds trust, and trust is the first thing that comes to mind when I think of Dharmesh and his team. They are exceptional at building an investment strategy specific to each clients needs, and they truly listen. I would recommend the Vora Financial Group to anyone looking for an investment advisor that will consistently exceed expectations.

Had a very negative experience with this company. Note, there is no one on the staff in Flagstaff…read morethat is a Certified Financial Planner. The information I received was not always accurate and the fees are high. Recently, Vora announced it was no longer taking new clients with assets under $250,000. That should have been a clue. Contacting someone is a frustrating process and I found that it would take several calls and/or emails to get someone to respond to me. I would not recommend getting involved with them

Johanna Klomann and the women who work for her are amazing, compassionate, knowledgable and…read moreexperienced. I have had a couple of rough years and they are always so helpful and supportive. I have never felt rushed, judged or dismissed as a client--which I have felt in other CPA establishments. I would highly recommend her office if you are in a complicated situation. She has many years of experience, is extremely knowledgeable. She always speaks to me with respect and kindness. She is always willing to do the research to find the most effective ways (for this single mom) to save money and be successful in my personal and business finances. I appreciate her so much. Shawna Ritter Flagstaff, AZ

I called the office to ask a simple question. I live in Ca and am attempting to help file taxes in…read moreAz for my dad who has a rental property in Flagstaff Az as he is not doing well medically. The question was regarding tax depreciation on a townhome... Is there a property value to subtract from the purchase price and then divide by 27.5 years?? The first gentlemen that answered the phone was polite and honest about not knowing the answer to my question. He said he would put me on hold so he could ask someone. Shortly thereafter, the call was dropped. I called back and the woman that answered told me I would have to make an appointment. I told her I live in Ca and she replied that I can make a phone appt., costing $45 in order to get an answer. Really ?? Yes, I understand this is a business. Yes I know they need to make $$ but I feel that $45 is a bit too much to ask for 2 min of time to answer a simple non obscure question. Not sure what they charge for full tax prep but if their policy to charge $45 for a 2 minute question is any indication, I would steer clear. UPDATE: After writing this review, I called H&R Block and the gentleman that answered was both polite and informative. In less than 90 seconds, he provided the answer I was looking for. Thank you Ryan from H & R Block !!

I'm writing this review because of that crazy one star review, if you look at his other reviews…read morethey are all 1 star. Tylan mortgage is top notch, A+, Andy is on his game and will take care of you without a doubt. I have used Tylan twice with no issues and am very happy with my experience.

Getting my mortgage through Tylan Mortgage was by far, the worst experience I've ever had with any…read morecompany. Literally, outside of personal matters of course like a family member dying, nothing has caused me more anxiety and stress and frustration as trying to get our loan through Tylan. Firstly, Andy works with zero urgency - throughout the entire process he requests you, the customer, to do to things instantly but then when you need him (the one who is actually getting paid) to do something it's all quiet on the western front. We were watching rates move up daily and for some reason he wouldn't lock in despite me asking about locking in multiple times. I had to eventually lock in with a different lender (took like 20 mins to do with a normal broker) just to get him to finally lock in - inexplicable why he would cost his clients thousands of dollars like this. Then when he did finally lock in (at a much worse rate than if he had just done it like normal at the first opportunity), it was with some crazy fly by night bank in the Midwest that wanted mountains of paperwork outside of the norm. Everyone that I talked to, including several financial professionals, had never heard of such docs being requested for a owner occupied home mortgage and always remarked with things like: "Why would they need that?" "Is this a legitimate lender?" "What kind of company is working on your mortgage?" This lender asked for my CPA to write a letter stating that the loan would not be a burden on my finances and Andy said he had seen this before and encouraged me to find a way to get my CPA to write this letter. When I spoke to my CPA about it he sent me a letter from the American Institute of Certified Public Accountants explaining that CPAs are not even allowed to write these kind of letters. Given that Andy had already come across this before (probably from using weird lenders like this in the past), he should have already known that what he was asking me to get was not even allowed. Oh another great example of Andy's incompetence - he did not ask me in his initial doc request to get tax transcripts from the IRS. So then A MONTH later into the loan process, he finally tells me that he needs these transcripts. But the IRS' processing time for them is like 2 weeks which was less time than we had before the closing date. A totally unnecessary (and stressful) position to be in when as I would come to find out, requesting tax transcripts is part of any other professional broker's initial doc request. We would have had plenty of time to get these multiple times over if he had just asked for them on day 1. These are just a few out of dozens of stressful problems created by Tylan during the process. The other main thing I would caution people about is the lack of communication. Andy can blame the lender or whoever he wants for the docs requested etc. but he has no one to blame other than himself for not communicating professionally with his customers. He'll say all the right things on the phone like: "I'll be working all weekend so just reach out anytime if you need anything." So then on Saturday at Noon I'd run into a paperwork issue and call him, no answer. Call again an hour later, no answer, leave a voicemail, send an email, and then he'd get back to me at like 2pm on Monday. This happened multiple times, classic over promise and under deliver and was always very difficult to reach. And when I did manage to talk to him, he refused to answer my questions. For example, I asked him 3 separate times who the lender was that he was trying to get my loan approved with and he never answered. He'd be like "oh don't worry, they're a big one." He flat out would not answer the question and I was only able to find out who this bananas lender was when I signed the final loan docs to discover Plains Commerce Bank - a tiny bank with only 9 branches in North and South Dakota - yeah, they're a mortgage powerhouse alright. Well, he finally got the loan done literally hours before our 45 day closing/signing time so you might think kudos are in order but no, that was due to endless work on my part and others working late at night and on weekends to fix problems created by Andy like some of the ones I've outlined above. And then even after we closed on the house we were still hounded by Plains Commerce Bank for months because they said Tylan messed up something on our loan paperwork and they wanted us to provide them with MORE FINANCIAL STATEMENTS... MONTHS AFTER CLOSING. And of course, as you can predict by now, Andy did nothing but tell me that we had no choice but to give these docs to them... and as you also can predict by now, he was wrong. We didn't and they eventually gave up and went away and sold the loan to a large lender, that people outside of the northwest block of Sioux City, have actually heard of.

Wow what an amazing experience! I had tax issues and was in over my head! Some of the problems were…read morefrom Another state and Christiana took the bull by the horns and I will sleep toy for the first time in weeks. Much appreciated and don't face tax problems without seeking the advice of experts.

We needed to signup for TSA precheck and this location was the closest to us. Flagstaff is over 60…read moremiles away but it is always a joy to spend time there. The place is a tax financial business first and TSA precheck second. The people were all very friendly and the person doing the TSA check was very good at what she does. The process probably takes only 10 mins and we were approved by TSA the next day! I highly recommend this location.

I highly recommend this practice, I know that my retirement money is 100% safe and growing, never…read moreshrinking and I can now have guaranteed income for life.

DO NOT WORK WITH THESE PEOPLE! We were told to send payment…read morefor K-1 forms, we did, and then they refused to return the forms! Now we are being told that additional money was owed. This may be the case but that fact should have been disclosed prior to them accepting our payment. BAIT AND SWITCH.

This Firm offers a top shelf accounting and tax consulting service, along with business guidance…read moreand counseling. They are knowledgeable and trustworthy. The professional support staff are gracious and they understand that client satisfaction is the goal and the referral base. The suite of services is expensive, but as with sophisticated tax matters, the strategies come with "below the line" positive results.

Excellent, professional service at a reasonable cost. It doesn't get better than this! These…read morefolks have helped me with business and personal tax issues, and their knowledge of the tax code and willingness to help are unmatched anywhere else in Flagstaff. I highly recommend their services.

Kathy Oliver helped us with a difficult tax situation. She is competent, efficient, knowledgeable…read moreand patient. Her office is located in a historic house downtown. She has a kind demeanor and is polite and helpful even when she has to explain basic information several times. We highly recommend her.