I've been working with Shawn Block for just over a year with financial planning and it has been nothing short of wonderful. I'm so grateful to have him in my corner anytime I need. Together, him and Steven are fantastic at what they do; they're focused on providing guidance /and/ educating. As an artist, I don't naturally gravitate towards understanding the world of money and they have made me feel so much more on-top of my finances than I ever have before. I highly recommend their services!

Have been with Briggs Financial for years and could not be happier with the service! It is always good and realistic advice for real people, not some canned statement from someone working a caseload of people. Have always felt listened to and supported in my goals no matter what they were.

Krystal and Steven were extremely helpful making my husband and I’s first time filing as a couple as smooth as possible. I have always had complicated taxes as a freelancer and opted to do them myself over the years but these guys saved me a ton of the stress I usually go through and was well worth the reasonable cost of finally getting someone to handle them for me. I forgot an important document and Krystal was quick to get our return amended, helping us avoid any penalties. We absolutely will be using this team again and appreciate them making this process as close to enjoyable as filing taxes can get! 😂

My husband and I had Shawn Block prepare our taxes for us this year. This was our first time working with him and we were very impressed. He communicated clearly and in a timely manner, did and excellent job preparing our taxes, and was a delight to work with. I would highly recommend him to anyone looking for a tax preparer. My daughters employ him for financial planning services and have been equally pleased. Shawn is a great person to work with.

My spouse and I are thrilled with the work Briggs did on our taxes this year. We had a pretty complicated tax situation, and they did an excellent job of navigating it. They were thorough and personable and we ended up with a much larger tax return than we were expecting. They charged us less than H&R Block did for our taxes last year and did a much better job. If I could give them 6/5 stars, I would.

The experience I had with Briggs was amazing! In previous years I had come to tax experts at other large companies and felt no confidence in their ability to do my taxes correctly. They were filling in the wrong fields and having me sit there for a long time while they figured out what questions to ask. When I reached out to Briggs Financial, they made a point to consult with us very quickly. The conversation we had gave me confidence that they would do the work to figure out our taxes and not just pretend to know everything. Highly professional. Highly skilled. If you've got any anxiety about getting your taxes done right have Briggs do your taxes.

Working with Briggs to prepare my taxes has been a dream. I knew I needed assistance and met with so many accountants and preparers who made me feel like I wasn't being listened to, or like I was just another client on a list. One introductory call with Steven and I knew I had found my match! He and Krystal both helped tremendously through the entire onboarding process, and got my paperwork in order efficiently and with lots of communication, answering every question I had. I felt respected and supported through the whole process. I'm thrilled to have them in my corner for future Financial needs to come!

Briggs does a great job balancing the hard numbers and the people he serves. He has been consistently available to me to help navigate investment advice and financial planning. He also takes the time to understand the goals and desires of the person behind the balance sheet. It is this focus that allows Briggs to come up with a plan the balances saving with living a fulfilling life. I am confident Briggs will help you succeed financially whatever your goals may be.

The best part about Briggs Financial is the encouraging, hands-on, excellent service we have received. Being an entirely self-employed household, it was stressful to worry about managing money and investments. Briggs has done a fantastic job at helping us worry less about money and actually become more excited about our financial picture. Highly recommend!