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“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!”
“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.”
“Troy, Mark and Breanna at Triplett-Westendorf Financial Group made us feel comfortable with financial planning and investing. They are very informative and responsive. We couldn't have retired without them!”
“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”
8AM - 4:30PM
3606 NE Otter View Cir Suite 101, Ankeny
Financial Advising
““Brian and the staff in his office are amazing! I have had nothing but great experiences with them over the years! Understanding the financial world is very overwhelming for me. Brian’s professional and calming demeanor always puts me at ease. I fully trust the guidance he gives and work he does. I am so thankful for him!””
“They were the bank that helped me out. Right off the bat, as I walked in the doors, the manager it seems, greeted me with a wonderful smile and a handshake. She introduced herself and treated me like a valued customer. Then she led me to another wonderful employee that assisted me with what I needed. All of them with smiles on their faces and were very respectful. As I left security was right by the door too so it gave the feeling of security. I felt like a very valued customer. They don't judge you based on your money status. They were amazing.”
“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.”
“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.”
“On February 22 we were advised that two 1099's were incorrect. We notified Principle immediately that 37k of income was a IRA rollver and should not be taxable. After eight phone calls a certified letter to CEO Daniel Houston. this is still not resolved. Thier customer service is horrible. I highly recommend you run from this company.”
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“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.”