Momentum Tax & Financial

Noah Bagley

Jun 4, 2024on

What a disappointing business/customer service. I live in Old Town so I thought I would find a local account to help me with my personal and business taxes/company formation. I walked in to schedule an appointment in late April, and understandably, they were quite busy finishing up tax season. They took down all of my info and said they have me one of the waitlist and would reach out in 2-3 weeks. 🕗 5 weeks later I walked in again to see if I could schedule an appointment since I had not heard back yet. After a chaotic sequence of their office dog running out the door into the street as soon as I opened it to come in, one of the employees said the scheduler was out to lunch and said they would have her call me right when they got back from lunch. It is now a week later and I never received a call or email from this business. Though I cannot speak to the work that they do as accountants, the way they run their business towards a prospective customer is incredibly disappointing. I recently recounted my experience with Momentum to a friend, and they said they had a friend who had the exact same lack of service and follow up. Unfortunately for Momentum, this was someone who had recently come across $500M and was looking for support with how to navigate such a large sum tax wise 😬. Can't say I was going to be playing with as much money but a customer is a customer and both us us received the same poor service. At least there is consistency and equality here...? 🙃

Kristen Arnold

May 7, 2024on

We’ve worked with Momentum for 2 years now and have had a great experience!

Jon Casady

Apr 16, 2024on

We have worked with the Momentum team for many years and they have always been professional, courteous and timely in response. No problems with my taxes either professional or personal and all around a great company to work with!

Ron Pipes

Apr 7, 2024on

Our second year with Momentum and we appreciate that they are helpful and thorough.

Leann Massey

Apr 7, 2024on

Ryann and her team are professional, timely and non judgmental as they walk me through my returns each year!

Alex Koenigsberg

Apr 7, 2024on

We use them for our personal taxes, as well as for our two LLCs, and this team is professional and knowledgeable!

Daniel Dorrance

Mar 15, 2024on

Momentum Tax & Financial assisted me with filing my personal income taxes and self-employment taxes this year after I moved to Colorado from a different state. Darian, Kail, and Ryann made the process very easy for me and I ended up getting larger federal and state tax refunds than I expected! I will be pleased to work with them again next year.

Sam Mitchell

Nov 7, 2023on

Excellent people and excellent service. Thorough, courteous, and timely in their responses. I have utilized their expertise for 8 years and will continue to do so. Thank you to the team for all that you do in service to your clients.

peter rosenfelt

Nov 7, 2023on

First time filing with Momentum - well done. Thanks !

Mark Malcom

Nov 7, 2023on

Can’t say enough good about Momentum Tax & Financial!

Martin Breth Jr

Nov 7, 2023on

This is a Class A business that really knows their way when dealing with the IRS.