Elm3 Financial Group, LLC North Point Pkwy, Alpharetta

I have been a client of Elm3 for about 8 years. They started just doing our personal taxes and were great. Then when I opened my business 4 years ago, I started using them for small business annual and quarterly taxes, as well as book keeping and payroll.They have been a life saver. They are easy to work with and are always quick to respond to questions. They also are honest and up to date on all tax laws and changes. They make sure you have all your documents in order in case you get audited so nothing falls through the cracks. I've recommended them to family and friends and they have always been pleased with their service.

I have used Elm3 Financial Group for 10+ years to help with my taxes and short- and long-term financial planning. The team at Elm3 provides knowledgeable expertise in all aspects of your financial needs, and makeyou feel just as important as any other customer regardless of the size of your portfolio! They make my annual tax filing a breeze with their afterhours drop box or the very convenient online document submission process. Great customer service and worth every penny! Highly recommend!

This is the 2nd year I have hired Elm3 Financial Group for my tax preparation. With the current Covid-19 situation surrounding our community, Elm3 took great care in working virtually with me and my husband to ensure our taxes were prepared and submitted as quickly as possible. The staff is highly knowledgeable, willing and able to answer all my questions clearly and efficiently. Again, I recommend them for your tax preparation! I hired Elm3 in 2019 for my 2018 personal and business taxes. They did an excellent and thorough job with both. They are very detailed and enjoyable to work with. The office environment is pleasant and everyone is friendly and welcoming.

I've been working with Elm3 Financial Group for 7+ years for my taxes. I moved to Florida 5 years ago and continue to use them for my tax returns. This group is knowledgeable, efficient, accurate and client focused. The process is easy, online and secure. I recommend them to both friends and family and will continue to do so!

This was our first time getting our taxes done by Elm3. Kelly did a great job and had a quick turnaround time. This was the first time that anyone has ever sat down and reviewed all of the details of our taxes with us. I've already referred Elm3 to a co-worker. We will definitely use their services again.

We have been using Elm3 for several years now. They worked with me on price when I was running a small business that was losing money. They have handled my rental income/expenses with very little effort required of me. I drop them off a bunch of papers and they supply me with a very detailed tax return. They will typically give some advice on how to help reduce your tax dollars. I have enjoyed doing business with and even thought I have moved to Texas, they will still be handling my federal tax!

They get the job done! When it's tax season, the team at Elm3 is professional, efficient, and very easy to work with. Their document-upload process is simple, and we appreciate the deep knowledge they offer. Not only do they proactively suggest solutions, but they also go the extra mile to address questions and ensure 100% accuracy. We truly value their services each year. If you are considering having a professional accounting firm handle your taxes, they are a five star operation. Strongly recommend!

I have had my taxes done by Elm3 for several years and they have been nothing short of great to work with. responsive and thorough, providing great service at a fair price. I will certainly use them again next year and would recommend them to anyone.

We have been a client fo Elm3 for about 5 years now and I recommend them to everyone I know. Their entire team is super helpful and always a pleasure to talk with. Stacy always has great guidance when filing our taxes and their client portal makes it super easy to prepare ahead of time so we are in and out quickly. I was recommend to them by a friend and I am so glad I was. Thank you Elm3 team for being so amazing!

I have used Elm3 to do my taxes for the past 5 years. They're wonderful, professional, kind, and timely. They always put their customers first, and I know I could trust them with all of my important financial needs.

Elm3 made getting my taxes done an enjoyable experience (well, as enjoyable as it can be). They have such a comfortable, welcoming office, and everyone there is so nice. They really try to make the whole ordeal as easy as possible for you. Heike, who prepared my tax return, was very knowledgeable and explained everything in a way that was easy to understand. I'm no longer already dreading next year's tax season!

Elm3 has been an invaluable partner for our business finances as well as our personal taxes. Stacey is incredibly knowledgeable and patient. She has worked through some of the most difficult challenges that our business faced and we have come out for the better. The entire team at Elm3 is highly responsive and able to diagnose and address any of our unique small business requirements. I highly recommend Elm3!