Elevate Tax + Consulting + CPAs

Jeff was so helpful with some tricky tax questions we had this year! He was really great at replying quickly, giving thorough answers and guidance, explained things really well, and overall great communication. Id definitely turn to this agency for tax and accounting services in the future.
Mar 25th, 2024

Jeff is a very knowledgeable CPA. He is also very professional and pleasant to work with. I had several back years of incorrectly filed returns and he worked diligently to help me get it all cleaned up and in compliance, while at the same time saving me money. I would recommend Jeff to anyone looking for a partner to navigate the complexities of small business taxes.
Mar 7th, 2024

I have worked with Jeff over the years but never used his accounting services. This year I was looking for a new accountant and advisor and decided to seek the services of Jeff and Elevate. I was delighted that the on-boarding via his portal was very easy and straight forward and had the list of things to provide. I was able to get my documents to him, we had a review via phone, and then I scheduled the final a few days later. We spent time reviewing my personal and business forms and he corrected some things I had been doing for years which were not best practice and took time to teach me when and why things had changed. Something my previous agency had not done in 7 years. Got everything buttoned up and filed and it was a super smooth and date I say delightful experience. Way better than the dentist! My opinion is that if you choose Elevate, then you will be choosing very wisely! Highly recommended and 3 agencies and 25 years of searching.
Mar 3rd, 2024

I own a small business with no employees. I file as an s-corp. In the past I went to a large accounting firm to do my taxes and accounting. They must have assigned me to an intern because they knew less about taxes than I do. So glad I found Elevate. Jeff owns and runs his business and puts the same attention and work into every one of his clients, the same way I do.
Feb 29th, 2024

Jeff was very helpful and knowledgeable and provided me with some great tips and strategies for helping to improve with my future tax filing issues and gave me the dedicated time needed to understand the complex nature of taxes. Highly recommend his services!!!
Feb 28th, 2024