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October 2024 by Taylor Crenshaw
We tried Client First out and overall just had a bad experience. My wife has her own business and im a straight W2. The tax person, Morgan, who's not there anymore was dropping balls, missing details and wanting us to do things we were paying them to do. Their communication was poor and seemed frustrated with us asking details about things we're paying them to do. Very interested in managing my money for 2% a year with low returns compared to my Trowe price investments which doesn't charge me either. Wouldn't recommend.
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March 2024 by Jessica W
They've been very good to work with both for filing taxes and general financial consulting. Everyone is respectful and prompt, and the cost is very reasonable. They are also able to help organize other general legal things such as POAs and insurance through their networks, which is convenient.
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April 2022 by Raab Lee
This is the most incredible group of professionals I have met within th industry of tax, accounting and wealth management. No judgements, great advice, treat you like family and best of all cost effective. Please if your accountant is not doing what you expect call the team at Client First, they will treat you like their first client. Meredith and her team will amaze you.
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October 2021 by Olayemi Kehinde
After my first withdrawal I vow to let people know about John Dollerry for his good work, with a minimum investment of $500 I made $6900 in a week john dollerry has made me believe that binary/forex trading is real if you ever need any good account manager contact John Dollerry When it comes to binary options and forex trading I can say God sent him here to change lifes for better future since I started trading with him my life has totally change for good I've been uplifted financially. Contact him now via
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June 2021 by Jonathan Zarling
They provided superb tax advice. Additionally, they were flexible with their schedule which is a huge selling point for us. Since we are a Marine family Station overseas in Japan. Keep it up Client First Team!
