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June 2023 by Abbie C
I came to Kroeger Financial to get my taxes done. I was really impressed with their in depth knowledge of the tax code and how they dealt with my complicated tax situation - rental income, depreciation of a home sale, limited partnership and significant investment income. I quickly decided to move my investments over for management here and couldn’t be happier. They have made/saved me so much money by investing and advising my financial decisions from the perspective of both a tax expert and an adviser. It is so important to have an advisor with this knowledge. Orion is the only financial advisor I’ve found who knows the complex tax implications of my investments and situation, considers not only asset allocation but also asset location and how that will effect me in retirement and my estate overall, saving me what will amount to hundreds of thousands of dollars in taxes over the years. They are a great team and a pleasure to work with.
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April 2023 by Kevin C
I’ve been getting my taxes done at Kroeger financial for twenty years. The service is outstanding, the people friendly and helpful, and the quality of the work impeccable. My preparers - Karen, then Orion, and then Matt have always taken the time to understand the details of my tax situation, strive to achieve the lowest possible amount of taxes paid, and then explain in as much detail as I want the hows and whys of my tax filing.When I needed to find a great financial advisor, the advisors at Kroeger Financial were already there for me. Same impeccable work. Same friendly, supportive and comprehensive service. Not only do I feel confident in the financial management they provide, but I feel comfortable that they are the ones providing it. 10/10 would recommend.
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April 2023 by Jessica Higgins
Super happy with how they handled my taxes! The team took their time to make sure my filling was as advantageous as possible - I’ve been doing my family taxes for years but now that I started a business, I needed more expert help. I got that and more, with an easy tech interface, warm and caring face to face time, and impressive professionalism! Highly recommended
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April 2023 by Debra Buchanan
I have trusted Kroeger Financial for over 40 years! I hope they continue to be there for me, for my taxes and my financial needs.I have always felt confident knowing they were handling everything for me.
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November 2022 by ET Connections
Absolutely no help at all. We asked if they could figure out what the tax situation will be regarding a recent settlement and how much the feds will want out of it next year. Seems like a simple answer for a tax professional. They looked over our taxes from the previous year then called to tell me, "It's not a good fit for us." What the heck does that mean? Quite the ambiguous answer.
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November 2022 by Ian B.
Absolutely no help at all. We asked if they could figure out what the tax situation will be regarding a recent settlement and how much the feds will want out of it next year. Seems like a simple answer for a tax professional. They looked over our taxes from the previous year then called to tell me, "It's not a good fit for us." What the heck does that mean? Quite the ambiguous answer.
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May 2022 by Js C.
Matthew, at Kroeger Financial, helped me with an amended 2019 tax return. Matthew worked quickly, intelligently. He communicated in a timely, clear, supportive manner. He had helpful suggestions for how to proceed with the IRS. And his fee was reasonable. I'm very grateful for Matthew's help. Great service! I couldn't recommend Kroeger Financial more highly.
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February 2020 by Orion Watkins
These guys are professional and do an amazing job!
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March 2019 by Janet C.
We've been going to Orion at Kroeger for our taxes for years. He's really smart, knowledgeable. and efficient. What's more, he saves us money! Highly recommended.
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March 2018 by Christy Carruthers
Thank you Karen for the excellent tax and estate information you have provided for our family. You are professional, your staff is very helpful and friendly and your returns were timely. Well done!
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August 2017 by Georgao
Once my income was noted (maybe too little for them to take seriously) they refered my to a person who could not answer most basic of questions. I earned 25% more this year than that year and was refunded money instead of paying out of pocket. Plus i was charged a fraction of the cost....
