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    Wealthnest Tax Services

    4.6 (47 reviews)
    Closed 8:00 am - 4:00 pm

    By appointment only

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    Response time

    10 minutes

    Response rate

    100%

    Services - Wealthnest Tax Services

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    9 More Services

    Inheritance planning

    Insurance planning

    Investment management

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Tax planning

    Trust planning

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    3 months ago

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    1 year ago

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    Lance G.

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    1 year ago

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    2 years ago

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    Lance G.

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    2 years ago

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    2 years ago

    Great customer service. Had everything prepared before we showed up. Made it a simple and painless process.

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    2 years ago

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    4 years ago

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    5 years ago

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    3 years ago

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    2 years ago

    Professional and personable experience. Effective communication. Quality work and outcome.

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    3 years ago

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    4 years ago

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    5 years ago

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    3 years ago

    Recommend Kevin for being efficient and providing quick services. Felt very comfortable asking questions and it was efficient!

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    3 years ago

    Outstanding service very friendly staff. Follow up with customer through out the year. Fair pricing . Kevin is a great guy to work with.

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    7 years ago

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    3 years ago

    First time at Wealthnest Tax Services. Great service and will be back next year. Highly recommend!

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    3 years ago

    Lauren made my first experience great. I was able to prepare my taxes with ease. I will be back next year!

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    4 years ago

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    3 years ago

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    5 years ago

    Excellent advice and service. Been with them for many years. There are helping to make the retirement transition easy

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    6 years ago

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    6 years ago

    Wealthnest has done a great job with my taxes for years! 100% recommend. Thanks Lauren!

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    7 years ago

    Kevin does a great job on our taxes! Fast and good communication. This is definitely the place to get your taxes done, quick and efficient.

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    7 years ago

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    7 years ago

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    4 years ago

    So efficient and helpful! I love the way they schedule my appointment via email before I have to think about it and continue to remind me!

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    7 years ago

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    8 years ago

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    Page 1 of 2

    Ask the Community - Wealthnest Tax Services

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    Review Highlights - Wealthnest Tax Services

    I've been working with Kevin and the team for over 2 years now for both tax prep and financial planning services.

    Mentioned in 13 reviews

    Read more highlights

    Integrity Tax & Business Solutions

    Integrity Tax & Business Solutions

    (44 reviews)

    I was impressed by the reviews so I called and left a message to set an appointment to complete my…read more2025 tax return. More than a week has passed without a call back. In the meanwhile I've completed and filed my return with an expert from Turbo Tax. Cost: $150. I recommend Turbo Tax

    5 Stars - Absolutely Outstanding Tax Help!…read more I cannot recommend Robyn enough! I went to her with a nightmare situation: TurboTax had me owing $7,300 to the IRS. Robyn took one look, rolled up her sleeves, and worked tirelessly until that number dropped all the way down to $114. I left her a message on a Sunday, and by Monday at 3:30 I was sitting in her office. She stayed with me straight through until 8:30 that night, even during a monsoon storm outside, never once losing her patience or showing frustration, even though my file was a complete mess thanks to TurboTax. Yes, it cost me $850 to have her fix everything (on top of the $350 I had already wasted on TurboTax), but I would pay her fee a hundred times over before I'd ever give the IRS $7,300. Robyn is worth every penny. Her professionalism, dedication, and kindness blew me away. TurboTax will never advise you, correct you, or fight for you the way Robyn will. It was an expensive lesson, but one I'm glad I learned--because I've now found the person I trust with my taxes. I'll be filing my 2014 return with her next week, and I know I'll be in good hands. If you want someone who truly cares and goes above and beyond, call Robyn. She's a lifesaver!

    Allen Burton & Clarke Tax & Accounting Services

    Allen Burton & Clarke Tax & Accounting Services

    (4 reviews)

    My wife and I went to Nicole this year and so far she is great. Very very responsive and seems to…read morebe getting us more money back than any other accountant we went to in years. I'll follow up the review when our taxes are done.

    I was scammed by Nicole. If you're reading this, please find an actual CPA and not a CPA…read more"candidate". Nicole was hired to clean up my books for part of 2024, 25, and 26. We had a great conversation, and she seemed capable. However, the price was unclear. My business is small with minimal transactions. Nicole initially quoted $2 per transaction, but her minimum charge would be $1,000 even if I didn't have that amount of transactions. I agreed to this. I paid a $1,500 down payment on May 20th and asked Nicole not to send me surprise billing. She promised to send me a proposal, but it was delayed until I demanded that she stop working on my books as I saw no progress. I advised her that I would find another accountant to complete the job. By then, she claimed that 2024 (7 months) was complete and that I needed to pay for the work she did, even though I never signed a contract (it was never sent until after she knew she was being replaced). Nicole has billed me an additional $4,307.50 for 7 months of work that I have no documents to show that she ever did. I have since hired someone else to complete the job, but now I'm being threatened with legal action. I also read Brandi's review and wanted to give Nicole a chance, but I regret not taking the advice above.

    H & H Tax and Business Advisors

    H & H Tax and Business Advisors

    (2 reviews)

    I do not believe H&H will care about this review as they put no effort into service. But I hope…read morethis will save others from wasting their time with this firm. I was a client of Joe Companik for 12 years. When he was acquired by H&H, it was a rocky start, but now that he has retired, there is absolutely ZERO reason to work with this firm. Poor service, an error on our return, delays and horrific communication. They refuse to answer the phone and won't call you when you request a call. I turned my materials in in early March and had to hound them to get my return done. I'm not convinced even now that we'll be able to file on time, as they haven't corrected the error and we are but 1 business day away from the filing deadline. I always appreciated having a conversation with my CPA; now I am not allowed direct contact with the preparer. It's clear they do not value me as a client, and I do not trust them. So I'll be going somewhere else pronto.

    Have had my taxes done here for 6 years and this year dropped them on 3/22 and was told they could…read morenot get done by due date, so filed extension and have been calling weekly for 8 weeks to get status. When I called on 5/1, they had a question on a receipt that I was not aware of and still do. It have taxes. The person who referred me to this firm had issues this year as well and will not be going back. Lack of communications and response all around. Very poor customer service and extremely unhappy with their service this year!

    Lin Chai Rawlinson, CPA

    Lin Chai Rawlinson, CPA

    (26 reviews)

    Came here again to have my taxes done. Called and left a message for Emily and she returned my call…read moresoon after. As I was looking them done ASAP, Emily offered a Sunday appointment to my surprise and convenience. More than happy with the service, professionalism, and accommodation I was provided. Thank you, Emily!

    Very rude receptionist. I caught CoVID, so I called to reschedule my appointment. Receptionist…read moretold me she will not reschedule again if I cancel again. I told her if she rather have me come in after tested positive? She hung up the phone on me. I am now weary of this office's covid policy. *** Updated reply to Lin Rawlinson Lin Chai, I am glad you replied to my post. I am concerned by your reply by below factors: 1. I rescheduled twice with you before I caught Co-VID due to my busy schedule. It was on my 3rd rescheduling when she told me I could not reschedule again. All my rescheduling with the exception of Co-VID was with ample notice (At least 2 weeks out). Concerns: Your clients are very busy people and when you are pompous to tell your client they cannot reschedule, it tells me your office is not customer focused nor you are a friendly office. Additionally, when it comes to public health safety, it raises concerns on your office's ability to provide a clean and safe environment for visiting clients. Requesting 1 day cancel notice from someone who just found out he caught COVID was not only illogical and unconcerning, it was downright irresponsible as an office that opens to the public. 2. Your receptionist was the one who hung up on me when I questioned your office policy on CoVID. Concerns: Placing public health safety for those who visits your office help build trust and shows care and respect to those who visits your office. For the reasons above, I did not choose your office. I was interviewing 2 other CPA offices that were friendly, professional, and understanding. I have since selected one of them. I hope you will review your office professionalism and health and safety protocol, but equally important, the honesty of the people in your office. It takes a lifetime to earn trust, but seconds to lose it.

    Edward Jones - Financial Advisor: Andrew L Klein

    Edward Jones - Financial Advisor: Andrew L Klein

    (5 reviews)

    Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

    Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.

    Wealthnest Tax Services - financialadvising - Updated June 2026

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