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December 2023 by Fatima L
I have been a client for 15 years and there’s no other place I would go than here to handle my small business tax returns. They’re very professional and attentive to all your needs. It’s also nice to see all the smiling faces when you walk through the door. Very welcoming. ?
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May 2021 by Sherry Yeager
Stacey Nickens and her team are top notch and brilliant only is the beginning of explaining their intelligence, skill, and abilities. Highly recommend from the simple tax return to the family financial planning and more
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April 2021 by Rick Arnold
I have had my taxes done by Elm3 for several years and they have been nothing short of great to work with. responsive and thorough, providing great service at a fair price. I will certainly use them again next year and would recommend them to anyone.
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April 2021 by TheCOCOIV
Stacy Nickens and her team are a great group of ladies that are very knowledgeable, quick, organized and kindly helpful.
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March 2021 by Grace Thames
This is the 2nd year I have hired Elm3 Financial Group for my tax preparation. With the current Covid-19 situation surrounding our community, Elm3 took great care in working virtually with me and my husband to ensure our taxes were prepared and submitted as quickly as possible. The staff is highly knowledgeable, willing and able to answer all my questions clearly and efficiently. Again, I recommend them for your tax preparation!I hired Elm3 in 2019 for my 2018 personal and business taxes. They did an excellent and thorough job with both. They are very detailed and enjoyable to work with. The office environment is pleasant and everyone is friendly and welcoming.
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February 2021 by Chris Benitez
Great Firm! I have been using them for years. They are very Quick and Responsive.
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October 2020 by Porscha Cobb
Lovely place... I had great consultation with them and the ladies are honest and willing to share their insights.
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September 2020 by Joseph Conway
The group at Elm 3 have done my taxes for the last 8 years and I knew that they also managed investment accounts. I recently had some questions for my Financial Manager of 15 years and I did not find his answers very enlightening. So I contacted Stacey at Elm 3 and turned over all my current financial information. My wife and I sat down with Stacey and she showed us where our current plan was definitely not in our best interests based on our age, income and risk assessme
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June 2020 by Toni Vilardi
Stacey has been taking care of my portfolio and my taxes for years now. She is super! I can trust her and easily talk to her. The team at Elm3 makes you feel comfortable and well cared for. I am getting very close to retirement, and Stacy is keeping me on the mark! I had a friend who referred her to me, and I have since referred her to another friend. Best way to do business!
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May 2020 by Jacob H.
Elm3 performed my state/federal income taxes this year. They were efficient, effective, and their rates were very competitive. I will certainly use them next year.
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May 2020 by Diane Koskey
They get the job done! When it's tax season, the team at Elm3 is professional, efficient, and very easy to work with. Their document-upload process is simple, and we appreciate the deep knowledge they offer. Not only do they proactively suggest solutions, but they also go the extra mile to address questions and ensure 100% accuracy. We truly value their services each year. If you are considering having a professional accounting firm handle your taxes, they are a five star operation. Strongly recommend!
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May 2020 by Barbara Hamilton
I have used Elm3 Financial Group for 10+ years to help with my taxes and short- and long-term financial planning. The team at Elm3 provides knowledgeable expertise in all aspects of your financial needs, and makeyou feel just as important as any other customer regardless of the size of your portfolio! They make my annual tax filing a breeze with their afterhours drop box or the very convenient online document submission process. Great customer service and worth every penny! Highly recommend!
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May 2020 by Patrich Buenaventura
We needed someone to do our taxes especially since we had just moved. I came across their yelp account and was able to set up an appointment. They were very responsive on yelp with regard to questions as well as flexible to our schedule. We decided to go with them because of their professionalism and their friendliness, which you usually don’t find together often these days. When we went back for the review of our taxes, they were very accommodating. My wife had stayed with our daughter in the car, since our daughter fell asleep on the ride over, and I reviewed our tax return. Then, when I got done, our agent was more than happy to review it with my wife as well. We’ll be staying with this financial group and will be looking for their help with additional financial planning.
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May 2020 by Lauren Sok
I have been a client of Elm3 for about 8 years. They started just doing our personal taxes and were great. Then when I opened my business 4 years ago, I started using them for small business annual and quarterly taxes, as well as book keeping and payroll.They have been a life saver. They are easy to work with and are always quick to respond to questions. They also are honest and up to date on all tax laws and changes. They make sure you have all your documents in order in case you get audited so nothing falls through the cracks. I've recommended them to family and friends and they have always been pleased with their service.
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May 2020 by Brian Lindvall
This was our first year using Elm3, and they far exceeded our expectations. I went in for the initial consultation, and Connie and team were able to finish our tax prep that same afternoon. Beyond the tax prep and filing, they went above and beyond, staying in close contact and answering (several) questions we had in the weeks following. We will definitely be using Elm3 in the future.
