Tax Advice - Kent Elia Villarreal: Worked with the tax advice team for over a year and it was the worst mistake weve made for ourselves and our small business. To this day we receive IRS notices that items were not filed, filed late or filed incorrectly. They do not have timely communication, or organization. We felt we were made aside as a small business and our questions hastily answered. Please do yourselves a favor and find a reliable and reputable accountant.
-update to owner response. You had the opportunity to correct your mistakes on 11/30/2022 when I emailed and never recieved a response and on 9/26/22. So yes, the taxes you actually worked on are what weve been having issues with. And youre correct, fortunately we have not been affiliated since 2 years ago, but unfortunately its taken a long time to get things rectified.
AGP Wealth Advisors - Ameriprise Financial Services, LLC - Renton Tod Fiscus: AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.
