Advisant Financial

I cannot recommend Tom highly enough. Let me start by admitting—I’m not the easiest client to work with. Even so, Tom has consistently proven himself to be the consummate professional. He brings an exceptional depth of knowledge, paired with a rare talent and dedication that sets him apart in his field. Over the years, I’ve worked with many financial advisors who claimed to act in my best interest as fiduciaries. With Tom, it’s the first time I’ve truly felt that commitment.

I have been a client of Tom's now for a little over a year now. His attention to detail, patience and knowledge has helped tax season stress be at ease knowing the job is getting done properly! Tom has also helped us upfront prior to filling to make sure we are documenting costs and expenses correctly to make this easier on both ends! As my portfolio grows, I know we can rely on Tom getting the job done when the time comes! Im thankful to have met Tom and to have his expertise in my corner as my Accountant. Thanks for all that you do!

My wife and I have been clients of Tom for a few years now and every tax season it's an incredible experience. His thoroughness, knowledge, and expert advice make filing a breeze. Especially for some of our unique scenarios (equity, employee stock purchase plans, company acquisitions, etc.) Tom has skillfully navigated all the details and has been available for questions when needed. Highly highly recommended.

Tom and company have completely changed my understanding of what it means to be a professional in today's climate. His continued ability to help educate me about the changing landscape in the tax world has helped me not only save money but also develop a personal plan of action that is backed by knowledge, experience and trust. I find all of those merits to be quite hard to come by and from the first phone call to continued follow up emails, Tom has consistently secured a place in my personal referral network and I never once had to second guess whether or not he would treat my contemporaries as well he does me. Truly grateful to have found such a person and company that does business that you are excited to help promote. Keep up the great work!

I've been a client of Tom's now for a year, and I can honestly say I'd be lost without him! His thorough, patient, and incredibly detailed approach to helping my LLC stay financially organized is absolutely invaluable to its success! As the business grows, things become more complicated but he always has a simple, clean solution to keep it on track. I'm so thankful to have him as my accountant!