Elevate Tax + Consulting + CPAs

Sarah

Jul 7, 2024on

Great experience

Tara DeWitt

Mar 22, 2024on

Jeff was so helpful with some tricky tax questions we had this year! He was really great at replying quickly, giving thorough answers and guidance, explained things really well, and overall great communication. I’d definitely turn to this agency for tax and accounting services in the future.

Michael Raines

Mar 12, 2024on

Jeff is a very knowledgeable CPA. He is also very professional and pleasant to work with. I had several back years of incorrectly filed returns and he worked diligently to help me get it all cleaned up and in compliance, while at the same time saving me money. I would recommend Jeff to anyone looking for a partner to navigate the complexities of small business taxes.

Lori Remington

Mar 7, 2024on

Elevate does my taxes for me. This is my second year in a row. They are very professional and organized and get it done in a timely manner. I would recommend them to my family and friends.

Cody Mittanck

Feb 26, 2024on

I own a small business with no employees. I file as an s-corp. In the past I went to a large accounting firm to do my taxes and accounting. They must have assigned me to an intern because they knew less about taxes than I do. So glad I found Elevate. Jeff owns and runs his business and puts the same attention and work into every one of his clients, the same way I do.

Laura Schieving

Feb 19, 2024on

Jeff was very helpful and knowledgeable and provided me with some great tips and strategies for helping to improve with my future tax filing issues and gave me the dedicated time needed to understand the complex nature of taxes. Highly recommend his services!!!

Bryce Schieving

Feb 19, 2024on

I have worked with Jeff over the years but never used his accounting services. This year I was looking for a new accountant and advisor and decided to seek the services of Jeff and Elevate. I was delighted that the on-boarding via his portal was very easy and straight forward and had the list of things to provide. I was able to get my documents to him, we had a review via phone, and then I scheduled the final a few days later. We spent time reviewing my personal and business forms and he corrected some things I had been doing for years which were not best practice and took time to teach me when and why things had changed. Something my previous agency had not done in 7 years. Got everything buttoned up and filed and it was a super smooth and date I say delightful experience. Way better than the dentist!😬 My opinion is that if you choose Elevate, then you will be choosing very wisely! Highly recommended and 3 agencies and 25 years of searching.

Caitlin Lopez

Feb 7, 2024on

We reached out to Jeff for our tax filings and he was extremely helpful and responsive! He was very patient as I have many questions regarding new tax filing questions around an LLC. He also was super flexible in talking over the phone instead of meeting in person which makes getting our taxes filled easily and quickly. He is very knowledgeable and a great resource.

Wendy Lloyd

Dec 7, 2023on

Wonderful CPA! Jeff has been very helpful, knows what hes doing and very pleasant to work with. Highly recommend!!!

Lyle Klippel

Dec 7, 2023on

Jeff has been great at putting a structure in place to minimize my tax liability.

Elisa Warren

Nov 27, 2023on

I have had positive experiences with Elevate Tax + Counseling + CPAs. I mainly worked with Jeff Barlow. As a small business owner, navigating the complex world of financial management can be daunting, but thanks to the expertise and dedication of the team, I am more informed of the complexities that I have/may encounter. Their in-depth knowledge of tax regulations and accounting principles has not only saved money but also ensured compliance with all relevant laws. Communication with Elevate Tax + Counseling + CPAs has been seamless. They have a secure portal for messaging, payment, and file sharing. They have gone above and beyond to explain complex financial concepts in a way that is accessible and easy to understand, empowering me to make informed decisions for the growth of my business. Thanks to Elevate Tax + Counseling + CPAs, I have the peace of mind that comes with knowing my business's financial affairs are in capable hands.

Rachael Clements

Nov 7, 2023on

I have done my taxes with Jess for 5 years now. He works some sort of voodoo magic and gets us such an amazing return every time. Worth every penny!!! Thanks Jeff!