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February 2023 by Ish Chavez
Unable to return calls or followup; they prioritize other business over your own.
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February 2021 by AnnMarie S.
I have been with NCH Tax and Wealth Advisors for 20 years now. I am a teacher and have had many life changes from divorce to teaching stateside and now living internationally as an educator. Through all my life changes I have felt very supported and listened to as their client. I have always felt I have a partner and a coach when considering the risks and gains of my vision of living a balanced financial life. What I appreciate most is that even though I am an average person of wealth, I continue to feel that my goals and aspirations are very much taken into account no matter what is happening in the world's economic environment.
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January 2021 by Bob C.
I pam starting my 31st year with "NCH Tax and Wealth Advisors". Nick and Matt have guided me through my investments and completed all of my tax work with incredible accuracy and unquestioned adherence to the tax code while always looking out for my best interests, both personal and for my business. When I sold my business Matt was right there with me on tax planning for my 1031 exchange. His thoughtful advice enabled me to legally postpone my gains and minimize my tax liability. These guys have enabled me to run my business without having to worry about all aspects of government reporting in which I have virtually no expertise. I've left it to the professionals and NCH is certainly that!
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September 2020 by Nate B.
I've had a few accounts over the years, nobody like and CH wealth and tax advisers. These guys are the A-Team of international accountants, the complexity and specificity of my annual tax return is such that I always work with NCH year after year. Matt is a great guy, Jean was a powerhouse to work with this year, thank you guys as always for the incredible service you provide for clients who have international tax needs.
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August 2020 by Denise D.
My husband and I had to switch financial advisors a few years ago. He is a physician and we have little time or education in managing our finances and maintaining college funds for 4 children. To say Matt's expertise, knowledge, professionalism, and sound trustworthy advice is above standards is an understatement. I would recommend NCH Tax and Wealth Advisors to all my family and friends. Matt is a true financial expert. He goes above and beyond helping clients with sound, stable advice. We have seen our portfolio grow tremendously. He walked us through setting up an S Corp when we had 0 knowledge about that. Matt's tax expertise is amazing. His staff is pleasant and hardworking. He emails, calls, meets and has held our hand during the awful Covid times. If you want your investments to grow and need help with retirement, family financial planning, stock markets, anything finance related....NCH Tax and Wealth Advisors is the by far the best in the business.
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August 2020 by Tim S.
I highly recommend NCH! Mr. Matt Apodaca in particular is absolutely amazing, and the entire team is outstanding. Smart, well-educated, up-to-date, excellent communicator, friendly, prompt responses to questions. I have recommended Matt and NCH to friends and close family. For years, Matt has managed our taxes, investments and oversees all of our financial matters. NCH easily and seamlessly managed our out-of-state move and the consequent transition to a virtual business relationship. We've have had several advisors/CPA's over the years, but Matt and NCH are in a league of their own. We have absolute confidence in their expert advice. - TS
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August 2020 by Karen S.
NCH has been managing our personal finances, investments, taxes, etc. which includes 1099 income. We have appreciated Matthew Apodaca's wisdom and exceptional skills, as well as his quick responses to our questions. The staff at NCH are excellent as well. We have 100% confidence and trust in Matt, which has helped us weather the storms of economic volatility with much less stress! We highly and unreservedly recommend Matt and NCH. --KS
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May 2020 by Tyler Ball
By far the best experience with a financial organization ever. Rashi and her service team all the way up to Tim and the partners had nothing but my best interests in mind. I have never felt more comfortable placing my money with anyone before. Thank you so much NCH team!
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April 2020 by Lindsay M.
My husband and I have been going to NCH for over 4 years now. They are courteous, timely and accurate. They provide a personalized service that I have not experience in this industry before. Matt and his team are a pleasure to work with and make things so simply. I would highly recommend them to anyone!
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March 2020 by Weld M.
NCH has been a great help in my financial planning and processing my taxes. Jean especially is a great help and very patient. She offers great insight and answers any and all questions I have. Extremely professional and very polite and kind.
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March 2020 by Stephen B.
My wife and I are long term clients (10 years) of NCH. They offer phenomenal service, that is accurate, excellent and expeditious. They provide a personalized approach to managing finances that can't be beat. Matt, Paul, Tim and the whole team make sure that you needs are taken care of and that your best interests are served.
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March 2020 by Erin H.
We are new clients to NCH but have been very pleased with the professionalism, timeliness, and oversight they have given to our current returns and more importantly amended returns. I highly recommend Matt and his team for what can be a very stressful task--you're in capable hands.
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February 2020 by Tyler B.
By far the best experience I have had with a financial institution. Rashi and her service team, all the way up to Tim and the partners have nothing but your comfort, trust, and success in mind. I am truly excited about where this new success leads.
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January 2020 by Linda B.
I have had my taxes done by NCH for the last several years. In 2015 I was a victim of the embezzlement of a large sum of money. Matt Apodaca and Jean Kwon worked feverishly filing back tax returns. As a result of their dogged determination I was recently awarded a large sum of money in back tax refunds. I am so grateful to them for their determination and ingenuity. I would never go to anyone else for me taxes. NCH really goes above and beyond the call of duty.
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October 2019 by Sara Barnes- Ramos
Ken and Betty are knowledgeable and polite. They prepare my Personal and Corporate returns each year with no problems. I have been a Client since 2015.