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Business Profile

Tax Return Preparation

Mott Tax Advisory Services

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Reviews

Customer Review Ratings

4.75

Average of 16 Customer Reviews

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Review Details

  • Denise H

    Date: 03/29/2024

    We recently had our taxes done at **** Tax Advisory and were 100 percent satisfied. Last week was our appointment and we found them totally knowledgeable through out the session answering all our questions. This was our first visit leaving our tax preparer for the past 30 plus years. We would recommend them to family and friends. we will be using them every year going forward.

  • aviva k

    Date: 03/28/2024

    well done, organized, simple and inexpensive tax preparation. Will return next year.Thank you

  • Akane T

    Date: 03/20/2024

    My first year filing taxes with Mott Tax Advisory Services and am not looking back! They are absolutely THE best!! Everyone is helpful and kind. They are very thorough with their work and really care for their clients. I will recommend them to anyone and everyone!

  • Maria L

    Date: 03/17/2024

    ***************** has managed my finances and taxes for several years and hes been extremely attentive and very knowledgeable. Having him handle the financial end when I moved into retirement has put me at ease and I cant say enough nice things about him! Hes a great person to work with.

  • Karen M

    Date: 02/20/2024

    I have been a client for many years and I have referred others who have remained clients. I love that I can meet with **** at any time. He is very knowledgeable and its obvious that he only wants the best for me and whatever my current situation is. His staff is always very friendly and efficient. I anticipate being a client throughout my upcoming retirement as well. Go see ****.

  • robert k

    Date: 02/14/2024

    ******************* - reasonable fees - no problems with 3 + years with them

  • Illaina P

    Date: 06/03/2023

    I have had no problems with Mott Tax Advisory Services and have experienced a smooth process year after year.

  • Thomas M

    Date: 05/11/2023

    Mott Tax Advisory Services and **** Investment Services are fiduciaries. Simply put, **** always puts my needs first, even when there might be actions that are better for him or when there is nothing in it for him. **** oversees my mothers annuities. When ** spent weeks unsuccessfully trying to cash one in for her, **** told me to let him deal with it. He spent hours ******* the annuity company and relentlessly held its feet to the fire. He got Mom her money within a few days. My taxes are complicated because I run a small consulting business out of my home office. I turn my paperwork into **** expecting to owe taxes, but he applies his tax knowledge to my situation, usually resulting in a refund. **** handles some of my investments and never pressures me to buy something or question me when I need to withdraw funds. I consider myself lucky that **** knows me personally and that Im not just a number at some bigger firm. **** gets my 5+ start rating.

  • Michael K

    Date: 05/04/2023

    In 2015, I started having my taxes prepared at ****** Tax Advisory Services. The taxes were done very professionally and you couldn't beat the price. Each year that I brought my tax forms to be done, ***************** would give me a ****** about how annuities worked. In 2018 when I retired, I decided to move my funds out of risky investments into annuities that offered growth with no risk. It's now 2023 and I am still using ****** Tax Advisory Services and still investing in the safety of annuities. **** is very personable and is easy to speak with, very informative, and always willing to address my questions. I've been using ****** Advisory Tax Services for eight years and have no issues with his services. I can strongly recommend ****** Tax Advisory Services.

  • Cindi B

    Date: 05/03/2023

    I've been a **** Tax Advisory Service client for several years. They always put me and my financial interests first. At the very start, they did a full assessment of my financial situation and goals to create a strategy for the best possible long-term outcome. Beyond that, **** Advisory is so easy to work with. I've been pleased with their proactive outreach advising me of changes in the market that require action so that my accounts/investments stay on track. I rest easy knowing that I'm on my way to a comfortable retirement because my savings are being managed by a firm of professionals that I trust and has been there for me since day 1. I've recommended **** to friends and colleagues, and I'll continue to do so!

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