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March 2023 by Billy Brownell
I have been going to the Kalter Financial Group for over 35 years. And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results. John McAleese is the best tax manager i have ever had. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book. ⭐⭐⭐⭐⭐
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March 2023 by Bill Brownell
I have been going to the Kalter Financial Group for over 35 years. And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results. John McAleese is the best tax manager i have ever had. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book. ⭐⭐⭐⭐⭐
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February 2023 by Bill B
I have been going to the Kalter Financial Group for over 35 years. And I have never once had a problem, been in any way disappointed, or walked out less than satisfied with my tax results. John McAleese is the best tax manager i have ever had. I have also referred several friends and associates to The Kalter Company . They too have all been very happy, and continue doing buisness to this day. Always Five Stars in my book. ⭐⭐⭐⭐⭐
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May 2021 by Alicia Ramos
This company deletes highly negative posts. I had posted a negative review about their rude, inconsiderate treatment and it was quickly deleted . No wonder they don’t have many positive reviews like other financial companies.
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September 2020 by Florence S.
Called for a consultation, went well. then I called back for more information and never got a call back. I even called a second time, the receptionist said she is looking at the advisor who is with his boss but she'll give him the message right away. No call back at all again.
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July 2020 by Michelle F.
I've been working with Kalter Financial ever since I sold my small business in December 2013. It was a complicated sale, but Eric helped me to have a seamless transition with his extremely well-rounded understanding and knowledge of the varying tax codes. He knew exactly what to do to maximize my tax savings while also making sure that everything was done properly. Eric's jovial attitude, family values and warm business sense have made me a client for life. Miguel has handled my tax returns ever since and he has also been a joy to work with. He is thorough, calm and explains everything in a clear and concise manner. He's a great representative of Kalter Financial! Kalter Financial not only do taxes, but they also do payroll, investment advice, and so much more! They're really great! Professional, timely, reliable, informed and proactive. If I were to offer constructive feedback to the business/business management team, I would say...please don't charge extra for infrequent, quick tax questions. We get what we pay for, and I'm happy to pay top dollar for my tax returns to make sure they are done right, but it is upsetting to get a note on my tax return invoice that says "special project" only to learn later that the charge was added because I emailed a quick question for clarity about eligible deductions, etc. Despite that, I still give Kalter a 5-star review because no business is perfect...but Kalter is pretty darn close to perfection. Thanks for all the years of great service! I'll gladly be your devoted client forever. Warmly, Michelle
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May 2020 by MANYO KIDD (Manuel)
I am a small business owner and run my personal and corporate tax returns through Kalter. We also hire them to maintain and correct our year end accounting bookkeeping needs. They give great advice and have saved us money. Our books are in good order because of them, and we have presented them to banking institutions and investors to aquire lines of credit and business acquisition inquiries.
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May 2020 by Wes N
Very professional. A job well done
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March 2020 by Bob C.
Another tax year; another satisfied tax preparation client of Kalter Financial. We have been clients of Eric for over 30 years and have been extremely happy with the service his firm provides. Friendly and professional, we couldn't ask for more, Thank you again for your excellent service.
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February 2020 by Rhonda K.
Unparalleled service. Starting with them as a young married couple to opening several business to corporate taxes. These guys are the best in the business. John is exceptional. His vast knowledge of tax laws and strategies is priceless. They are the best choice if you are looking for a comprehensive financial group.
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February 2020 by Sharla G.
I always enjoy my visit and time with Jon Kalter. Excellent customer service! Thank you, Jon!
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February 2020 by Josee D.
Great service. Knowledgeable. Eric is our guy and saves us a lot of money. $$ he does our personal taxes and business taxes.
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January 2020 by Kristi G.
As a client who utilizes many of the services offered at Kalter Financial Group, I could not be happier. They manage my S-Corp, payroll and 401k contributions. Not to mention my tax return for both personal and business. Highly professional staff and a beautiful office.
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October 2019 by Manyo K.
One of the best professional experiences I have encountered in my career. I am a small business owner and run my personal and corporate tax returns through Kalter. We also hire them to maintain and correct our year end accounting bookkeeping needs. They give great advice and have saved us money by correcting bad accounting business practices which in turn has paid for their services year after year if we had continued doing it the wrong way. I would refer them and recommend them to any of my close friends and family.
