Elm3 Financial Group, LLC North Point Pkwy, Alpharetta

Elm3 Financial Group, LLC Reviews

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  Roy Ludvigsen
  5

  I have been a Tax Client of Elm 3 Financial for over 5 years. During that time they have executed some very involved tax returns which include the selling of a rental property (working through all of the passive losses and depreciation), multi-state returns, and most recently, a severance package and consulting income. Throughout the years, Stacey (the owner and my advisor) has been awesome. She has provided tax guidance to me and executed my taxes perfectly. The icing on the cake is that Elm 3 financial provides their tax service at a reasonable cost. I've recommended Stacey and the team to others, I have nothing but positive things to say about this organization.

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  Kimberly Sanet
  5

  I highly recommend Elm3 Financial Group for doing your taxes. They are extremely pleasant to work with. Very efficient and make taxes as painless as they can! Been working with Kelly and she's lovely and very professional.

  Response from the owner

  Thank you for the kind words, Kimberly. We really appreciate you taking the time to share your experience with us. I agree that Kelly is a gem to have on our team. We count ourselves lucky to have clients like you.

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  Kevin Gardiner
  5

  10/10 would recommend and will be using them for years to come. This is personally my first year using Elm3 and it was a breeze! They make it quick and painless and are very responsive. They have a slick online portal as well to securely exchange and upload signed docs as well that made things really easy. All of the ladies I worked with were a pleasure.

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  Brian Lindvall
  5

  This was our first year using Elm3, and they far exceeded our expectations. I went in for the initial consultation, and Connie and team were able to finish our tax prep that same afternoon. Beyond the tax prep and filing, they went above and beyond, staying in close contact and answering (several) questions we had in the weeks following. We will definitely be using Elm3 in the future.

  Response from the owner

  It was great meeting you and we look forward to being your "go to" resource for many years to come!

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  Susan Seymore
  5

  I've worked with Elm3 Financial Group for the past 10 years for personal and business tax returns as well as investment management. I couldn't be happier with the quality of their work and client service. I have always found them to be welcoming, conscientious, ethical, and responsive.

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  Alexandra Hill
  5

  Very efficient and professional. It is worth paying the fee to have your taxes prepared by Elm3 as you will receive the maximum tax refund available. Receiving the refund is also very easy as they set up a direct deposit to the bank of your choice, so you don't have to fool around with checks in the mail. Thanks for your help! Look forward to filing with you again this year!

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  Chip Evans
  5

  Elm3 is great. They have handled the books and taxes for two of my businesses and my personal taxes and I couldn't be happier. Everyone there is extremely knowledgeable and professional. I can't recommend them highly enough!

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  Don Fort
  5

  Elm3 has a flexible, friendly, and knowledgeable staff that always greets you with a smile. It also helps that they always have good treats and refreshments for the taking. I have used their services for over eight years now and I fully plan to continue the relationship.

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  Mark G
  5

  Elm3 Financial Group have provided accounting and investment services for our personal and business finances for over 5 years. The team is professional, knowledgeable, and create a very personalized experience. They are always there to assist in any way possible, and their expertise is second-to-none.

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  Ryan Tabor
  5

  My wife and I used them to prepare our taxes this year. The process was very smooth and quick. They also provided key recommendations to put us in the best position moving forward. I would highly recommend for anyone looking for tax or financial services.

  Response from the owner

  It was great meeting you and your wife this year. Thank you for the vote of confidence and we look forward to being of service to you both for many years to come.