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Business Profile

Financial Planning Consultants

Midwest Financial Group, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Reviews

This profile includes reviews for Midwest Financial Group, Inc.'s headquarters and its corporate-owned locations. To view all corporate locations, see

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Midwest Financial Group, Inc. has 4 locations, listed below.

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    Customer Review Ratings

    3

    Average of 2 Customer Reviews

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    Review Details

    • Scott N

      Date: 09/17/2023

      Kari has been doing our business and personal income tax returns for 20 plus years and has been doing an excellent job. We have found if you surround yourself with good professional people they will help your business succeed and Kari is one of those people. She has given us countless sound advice that we have implemented into our business practices.

    • Joseph O

      Date: 08/25/2023

      Joseph O

      Date: 08/25/2023

      Poor communication during tax filing for the 2022 tax year, leading to more charges after paying the final tax bill. Midwest Financial Group collected our info via TaxCaddy, filed our taxes, and we received less than expected. When communicating the error, we were not told we could be charged more for emailing due to this situation. 2 months after we paid our final tax bill we received another bill for the emails pertaining to this issue. We should not have been billed beyond our final tax bill due the Midwest Financial Group's error.

      Midwest Financial Group, Inc.

      Date: 08/30/2023

      **************** initially told us that he had made estimated tax payments, ultimately in communicating with him he did admit that he had not made those payments, but that was not communicated to us until after the filing of his tax return and the receipt to him of the *** notice which prompted the additional work and billing. Without those estimated payments his refund was reduced by the ***, not by error or inaction on our part, but because he didnt make the payments and then provided us with the wrong information. We did bill him for the time that research and explain the information to him, as it was additional and outside of the scope of what was paid for his tax return. Ultimately, we did cut his additional invoice for the extra work by 50% and he did pay that amount. Mr. ******* characterization as this being an error by our firm is grossly inaccurate, and our efforts to help him understand his mistake and reduction of the charge for the time and resources to do so is going above and beyond for him. He may be unhappy with his reduced return, which we control in no way, but it was reduced by the *** because of the incorrect information that he provided to our firm.

    Midwest Financial Group, Inc. is NOT a BBB Accredited Business.

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