Taylor & Associates Financial Services

Taylor & Associates Financial Services Reviews

Excellent rating
5.0 | 60 reviews
Trustindex Verified Company
Taylor & Associates Financial Services
Write a review

Reviews

Trustindex 5.0 | 60 total
59 pcs
1 pc
0 pc
0 pc
0 pc
Source filter
Juliana and Martín Gomez
Juliana and Martín Gomez 2026.08.17
Report
Reply from Taylor & Associates Financial Services 2026.08.17
Thank you for your review Juliana and Martin!
Eddy Sandor
Eddy Sandor 2026.05.18
I'm happy with the service tailored to me. Brad Case does an amazing Job and so does Andee Cirilo. In my opinion they deserve a raise or a bonus of some kind. They are truly an asset to Taylor & Associates. They helped clear up confusion on my tax issues and really were patient with me as well as my Mom with her taxes.
Report
Reply from Taylor & Associates Financial Services 2026.05.19
Thank you so much for this incredible review! We love hearing that Brad and Andee provided such patient, tailored service for both you and your mom. Dealing with tax confusion can be incredibly stressful, so we’re thrilled they could bring you peace of mind. We hope to continue helping you both!
Courtney Osenga
Courtney Osenga 2026.05.10
Thanks Andee for making tax season easy!!!
Report
Reply from Taylor & Associates Financial Services 2026.05.11
Courtney, thank you for leaving some positive feedback. We look forward to helping you again in the future!
Iris Ayala
Iris Ayala 2026.05.09
Great experience working with my tax preparer Andee! They were professional, knowledgeable, and made the process simple and stress-free. Communication was quick, everything was explained clearly, and I felt confident my taxes were handled accurately. Highly recommend!
Report
Reply from Taylor & Associates Financial Services 2026.05.11
Thank you so much for the recommendation! We’re thrilled to hear that we made the process stress-free for you. We know tax season can feel overwhelming, so providing that clarity and confidence is exactly what we aim for.
Bob Kinney
Bob Kinney 2026.05.08
Report
Reply from Taylor & Associates Financial Services 2026.05.11
Thank you so much for your review! We look forward to helping you again!
Brian Polk
Brian Polk 2026.05.07
Great folks doing great work. Thanks Phillip and team!
Report
Reply from Taylor & Associates Financial Services 2026.05.11
Great folks like you make our work easy! Thanks for the shout-out to our team at Taylor & Associates. We really appreciate you taking the time to share your experience!
Steve Squatrito
Steve Squatrito 2026.05.07
I've trusted Brad with Taylor & Associates for my personal and business tax return preparation for severalyears. Again, they were incredibly patient, informative, helpful, professional and timely. I would highly recommend them!
Report
Reply from Taylor & Associates Financial Services 2024.03.27
Thank you, Steve. We appreciate the opportunity to prepare your tax return.
Anthony Carlton
Anthony Carlton 2026.05.07
The Taylor & Associates tax team understands my business as a creator. Would highly recommend making them your dedicated CPA
Report
Reply from Taylor & Associates Financial Services 2026.05.07
Anthony, thank you so much for the kind words! We truly enjoy working with the creator community and navigating the unique tax landscapes that come with it. It’s a pleasure to be your dedicated CPA team. We look forward to helping your business continue to grow!
Jim Wait
Jim Wait 2026.03.21
Report
Reply from Taylor & Associates Financial Services 2026.03.23
Jim, thank you for leaving some positive feedback. We look forward to helping you again in the future!
Charles Schmidt
Charles Schmidt 2026.03.13
Have used them for the last 5 years and they do a great job. Linda handles my account and she is super.
Report
Reply from Taylor & Associates Financial Services 2026.03.16
Five years and counting! Thank you for the kind words, Charles. We’re so happy Linda has been able to take such great care of your tax preparation needs. We appreciate your business and the 5-star feedback!
Daniel Pisegna
Daniel Pisegna 2026.03.12
We received great service from the team at Taylor & Associates. Linda, our preparer, is fantastic! The communication was great. They made the entire process smooth and seamless. Definitely recommend!
Report
Reply from Taylor & Associates Financial Services 2026.03.16
Thank you for the 5-star review, Daniel! We’re so glad Linda and the rest of the team could make the process easy for you. We truly appreciate your support and look forward to seeing you next time.
Lauri Thompson
Lauri Thompson 2026.03.10
I have enjoyed working with Linda Ternes for two years now. She's professional, competent and friendly. I have had no issues or problems -- plus they were completed in a timely manner. Which is especially nice when you have refunds coming!
Report
Reply from Taylor & Associates Financial Services 2026.03.11
Thank you for the wonderful review! We agree—Linda is fantastic at what she does. We're so happy to hear you've enjoyed the timely service and those refunds. We appreciate your loyalty!
Miriam Hoffberg
Miriam Hoffberg 2026.03.05
I have been working with Linda for the past three years. Her support has been invaluable. I really appreciate her efficiency and expertise. Thank you Linda.
Report
Reply from Taylor & Associates Financial Services 2026.03.05
Thank you for sharing your experience working with Linda! The team at Taylor & Associates looks forward to helping you for many years to come!
Vernon Watson
Vernon Watson 2026.02.20
Report
Reply from Taylor & Associates Financial Services 2026.02.26
Thank you so much for your review! We look forward to helping you again!
Susan Wright
Susan Wright 2026.02.20
As always, our returns were completed in a timely manner. All staff are pleasant to work with.
Report
Reply from Taylor & Associates Financial Services 2025.04.06
Thank you so much for your review! We look forward to assisting you in the future!
Max Paris
Max Paris 2026.02.18
Everyone did excellent job
Report
Reply from Taylor & Associates Financial Services 2026.02.26
Thank you so much for your kind words Max! We hope to continue helping you for years to come!
Kenneth Mandle
Kenneth Mandle 2026.02.12
Report
Reply from Taylor & Associates Financial Services 2026.02.12
Thank you so much for your review!
Sean Skehan
Sean Skehan 2026.02.10
great people, easy to work with, makes doing your taxes easy
Report
Reply from Taylor & Associates Financial Services 2026.02.10
Thank you for your kind words, Sean! We love hearing how we can help make something people dread into an easy task. Our team looks forward to assisting you in the future!
Mike Dobransky
Mike Dobransky 2025.12.30
Really great people. Enjoy working with Philip and team.
Report
Reply from Taylor & Associates Financial Services 2026.01.07
Thank you for your kind words!
Christina Earnhardt
Christina Earnhardt 2025.11.21
Phillip did a great job preparing our business and personal taxes. Everyone in their office is so professional and kind. They have made everything so easy and helped us with some areas where we were lacking understanding. Andee, Brad, Phillip, Beverly and Lauren are all amazing to work with and the prices are so reasonable for all the services you get with your package. They have all been such a blessing to our business.
Report
Reply from Taylor & Associates Financial Services 2025.11.24
Thank you so much for your kind words and for taking the time to share your experience! We’re thrilled to hear that the team was able to support you and make the process smooth and clear.

Your trust means a great deal to us, and we’re grateful to be part of your business’s journey. We’re always here to help and look forward to continuing to serve you in the years ahead. Thank you for being such a valued part of our Taylor & Associates family!

Skyrocket Your Sales with Customer Reviews. No coding required.

Create a Free Account