Iota Financial

Janice Grobman

Mar 17, 2024on

I have done my taxes with Neil for two years now and am very happy with his work. He is easy to get in touch with when you have questions and has made the whole process go smoothly and promptly. Iota Financial has has away some of the sting at tax time.

George Anakwue

Mar 16, 2023on

Neil is simply exceptional 👏🏾

Arlene Bae

Mar 7, 2023on

I highly recommend Neil Bonser of Iota Financial. During the height of tax season, not only is Neil extremely responsive but his work is great. In addition, he's fast and takes the time to explain your taxes in laymen's terms.

Cindy White

Mar 5, 2023on

Neil Bonser did my return for the first time this year and I was very pleased over how speedy and thorough he was. I have done my own return for years but I retired last year and wanted to make sure that the return was done properly It was a relief for me not to have to worry about all the IRS rules for retiring. Thank you, Neil, I will return next year!

Melissa A

Feb 16, 2023on

We used Iota Financial for the first time this year and we are so happy with the results. He got my taxes done in a timely manner and he was communicative. Highly recommend.

Tony Kennedy

Sep 19, 2022on

The service from Iota was exceptional. Neil is extremely professional and provided the service I needed to file my taxes on time.

Taxes 2022

Sep 19, 2022on

Pros: A professional, CPA, experienced, able to use experience to answer questions (very useful for people who understand taxes are filed annually, you can ask questions that will help prepare taxes), files taxes (if you just want filed), working contacts and you will be able to reach someone. Has an office and can schedule meetings remotely so if you like a brick and mortar office or you are all about being remote, Iota Financial is flexible with scheduling and being productive with getting tax preparation done and is accommodating. Cons: Preparation work which means, know what you are filing, have the documents separated, scanned, and upload it the online portal. W2 aka 9-5 employee and I don't have personal experience of using the business but asked the questions (before tax time) and was able to get clarification that was very knowledgeable about  the difference in businesses and employees. Recommendation: Tired of not being able to reach anyone due to contacts changed or the tax business/company views you as another number in a spreadsheet. From not being able to contact you to not being able to answer questions on what is going on in my taxes is what caused me to look else were and here at Iota, you ask questions ou will get answers! Plan now, do the prep. work, (review the scanned documents and if you can't read the scans, redo your work) and reach out so you can have your taxes done, done right, and  done so you are able to have taxes crossed off your to-do list!