Client First Tax & Wealth Advisors

Taylor Crenshaw

Oct 2, 2024on

We tried Client First out and overall just had a bad experience. My wife has her own business and im a straight W2. The tax person, Morgan, who's not there anymore was dropping balls, missing details and wanting us to do things we were paying them to do. Their communication was poor and seemed frustrated with us asking details about things we're paying them to do. Very interested in managing my money for 2% a year with low returns compared to my Trowe price investments which doesn't charge me either. Wouldn't recommend.

Jessica W

Mar 12, 2024on

They've been very good to work with both for filing taxes and general financial consulting. Everyone is respectful and prompt, and the cost is very reasonable. They are also able to help organize other general legal things such as POAs and insurance through their networks, which is convenient.

Raab Lee

Mar 15, 2022on

This is the most incredible group of professionals I have met within th industry of tax, accounting and wealth management. No judgements, great advice, treat you like family and best of all cost effective. Please if your accountant is not doing what you expect call the team at Client First, they will treat you like their first client. Meredith and her team will amaze you.

Jonathan Zarling

May 16, 2021on

They provided superb tax advice. Additionally, they were flexible with their schedule which is a huge selling point for us. Since we are a Marine family Station overseas in Japan. Keep it up Client First Team!