Financial Advising near Clive, IA

7 locations found near Clive

“Was behind on 3 years of filing taxes. So I contacted Lokus and we scheduled an appointment to sort through it all. Not only are my taxes in line now, but he saved me over $7500!!! That is after being audited. I will never let anyone but Lokus do my taxes ever again. He even met me in the evenings so I wouldn’t have to miss work. His prices are very reasonable and he puts you at ease. My advice to everyone is, schedule a meeting with him and see for yourself!”

5 Superb45 Reviews

“I truley appreciate Tony's monthly newsletter/ emails. He is on target with what the average person is dealing with . The daily financial struggles are real ! He always has some great tips and information. Thanks Tony.”

4.8 Superb83 Reviews

“I went to Melissa and Teresa 4 years ago with a poor credit score and history.I have now finished my program with a 700 plus credit rating, I can not thank them enough .I highly recommend”

4.7 Superb13 Reviews

“I've been working with Insight CPA for about 2.5 years and could not be more pleased. I'm an independent consultant, not a big business, yet they are attentive, quick to respond, and happy to support me. Scott is my primary contact and his advice has saved me a significant amount of money in taxes. I trust and value his guidance. I would without hesitation recommend Insight CPA for all things accounting, payroll, or taxes.”

4.2 Good17 Reviews

“Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.”

2.4 Poor7 Reviews

“I have been using Boelman Shaw for several years. I have a complicated return and appreciate the care and accuracy they provide. May not be the least expense, but well worth the cost.”

2.6 Average23 Reviews