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!

Steven and his team were extraordinarily professional and polite in working with my wife and I as we navigated several extenuating tax circumstances, to include: different state residencies (military), multiple out of state rental properties, and marriage all while I navigated full-time grad school and made ready for the birth of my firstborn. (Three weeks prior to filing). I couldn’t be happier with the work that they did, and I couldn’t possibly hope for an easier process through all of that!

Our family has been extremely pleased with the services provided by Briggs Financial. We appreciate the individualized advice and plan for our family’s finances and we know that our questions will always be answered as they arise. Steven and his team are exceptionally knowledgeable and work hard to be the best in the business.