Gresham Financial

This has been the worst experience Ive received from a professional. Id hate anyone to go through this is an area such as finance. Ive never written a review in my life before today. I'll agree with Chads review. I also hired Isaiah in 2020. I paid upfront. He verbalized a "package deal" that's not even listed on his site nor where there outlined deliverables in writing which I thought was a red flag but moved forward because he sounds great over the phone. In short it appears he is quantity over quality. He said he'd look for grants help me navigate and apply for ppp loan and offer me unlimited access to his advising team. There was no Team, he disappears for weeks/months at a time and has made several errors on my return. He dropped the ball on my PPP loan resulting in thousands of dollars of loss that he simply apologized for & brushed based quickly. It seems when he messes up with you beyond repair he adverts his attention to his newly paying clientele. Many of our meetings where missed or had his child in the background. I can go on but its exhausting to even write. I still haven't received my tax refund from last year and I noticed he used the wrong EIN on my filings as well as forgot to add my 1099 workers to my filing. My year advisement doesn't end until this April and the only advice I needed is how to move forward... and I've messaged him in various capacities all respectfully and professionally and have not received a sufficient response. I am a person of color trying to support black business and yet this has only set my business back. I'm in deep regret.
Apr 21st, 2022

Isaiah is very knowledgeable of the tax code and explained everything in great detail. He answered all my questions within a timely manner and insured that I received the best refund due to my complex tax situation. I'm definitely using him as my personal CPA moving forward and recommend him to numerous friends.
Feb 12th, 2022