Reviews of Elm3 Financial Group, LLC (Financial Consultant)

Kitty Kroetz

Stacey has been doing my tax returns for over 10 years now. She is competent, reliable, friendly and a consummate professional. I would highly recommend Elm3 Financial Group for all your financial, investment and retirement needs.

Deb Endres

Happy long time client. Elm3 provides excellent service for personal and business tax prep and investment services.

Roy Ludvigsen

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.

John Gale

They are amazing! They give me peace of mind when it comes to running my business.

Roger Brown

Always have a wonderful experience, very concerned staff, very informative, answers all questions. Its a pleasure every time we go

Grace Thames Empower Krav Maga & Fitness

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.

Sushant Eapen

Good

Mark Shedrawy

Very professional and these folks know their job. They handle my business and personal accounting needs.

Stuart Moring

Elm3 is a great place for all sorts of financial guidance. We began with them as a cost-effective tax preparation service, but expanded our work with them as we gained confidence and an understanding of what they could do. Ultimately we placed all our financial planning and holdings with Stacey after transferring it from a more costly adviser. Stacey has taken the time to get to know us and our needs and aspirations so that her guidance is always focused on issues of importance to us. I can't imagine a more beneficial working relationship.

Wayne Dyer

Been using Stacy, with Elm 3 Financial Group, around 10 years. Always been delightful, insightful, professional and well informed person. She's always saved me money on taxes and shares ways for me to avoid unnecessary taxes. I would definitely highly recommend Elm 3 Financial Group to my friends, neighbors and family!

Brent Dickinson

Good people! They make the process as easy as possible, which means I can stay focused on my day job. Thank you Elm3!

Matt Allen

They are very nice & welcoming. Were thorough, going over all kinds of questions with us to make sure they know what we want and make sure they don’t miss anything. Answered all our questions, and those that they didn’t have answers for, got back to us with answers at our next meeting. We will be going back for our personal finance goals as well as taxes.

Thomas Mason

Elm3 has prepared our tax returns for a number of years. Excellent service and professional work. We are very pleased.

Jason Schwartz

Elm 3 has been great to work with over the years. I’ve always been impressed with their high level of insight, professionalism, and personal touch.

Michael Fail

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!

Edwin Peck

We have enjoyed Elm3 services for 10+ years, during which they are always reliable, accurate, and friendly. Stacey and her staff's financial knowledge and advice have always served us well and we will continue to use their services and refer others to them. Great people!

Kevin Gardiner

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.

Michele Lutz

Elm3 is amazing to work with. We have been clients for years. The entire office is timely, professional and has our best interest as the goal. We will continue to recommend their services to friends and anyone looking for tax and financial advisors

John Moezzi

I have been a tax preparation and investment advisory client of Elm3 for many years. The staff is knowledgable and attentive. Their service is second to none.

Esther De La Rosa

I have experienced that at times reviews have been COMPLETELY inaccurate. However, I assure you this is not one of them. Elm3 Financial Group not only met my expectations, they offered me Trust, Professionalism, and transpire confidence in their line of work from the moment I stepped in their office. My husband and I moved here from Florida and were lucky to have a neighbor recommend them to us....Allow us to do the same for you! I personally had Connie work with me and she was FABULOUS (love her

Katie Golson Bricker

Elm3 made figuring out and filing our taxes very easy. They're flexible with my crazy travel schedule (was able to do everything remotely) and very responsive, even on tax day!

Garry King

Great people to work with.

Jimmy Stephens

Stacy and her whole team have taken great care of us as our CPA and financial advisor! The attention to detail and care of service are fantastic.

Mark G

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.

Adarsh Char

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!

Renjith N

Elm3 financial has served us with ultimate professionalism and individualized attention. The fact that all you need is to send an email to clarify any questions and overall availability of the friendly professional who would work with you are major plus points. It has been a pleasure doing business with Elm3

Chip Conway

I have Elm III do my entire family’s taxes each year. It is very easy, I just mail them in and they mail them back. I couldn’t be happier!

Kevin Lazzari

Great experience with Elm3 Financial. Highly recommended.

Toni Bellon

We have been Elm3 customers for at least ten years. Our situation has gotten more complicated over the years. Elm3 has been able to help with any situation we throw at them. Very professional!

Alexandra Hill

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!

Allison Rohal

Elm3 will always be my go-to for tax preparation and financial advice. The process is quick and easy but also impeccably thorough!

Brian Burns

I own a few businesses and have trusted Elm 3 for all of my payroll and accounting services over the past 10yrs. They are the best and I will continue to refer my network to her when in need. I highly recommend Elm 3 Financial!

Don Fort

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.

Jill Flynn

We have been clients of Elm3 for many years and use their bookkeeping, tax prep and investment services. They have provided excellent service for us and our companies over the years.

Lynne Lambert

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!

Kristin Brozovic

We have been using Elm 3 to do our taxes many years. Stacey is always professional, honest and personable. I highly recommend Elm 3 Financial Group.

Chip Evans

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!

Susan Seymore

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.

Jeanette Nelson

Stacey is awesome - professional and knowledgeable.

James Stewart

Fantastic staff - always available & very helpful!

Cameron Kline

We used Elm3 for our taxes and were very happy with how quick and easy the entire process was. The team was always easy to reach and worked quickly to file our taxes.

Audrey Worley

ELM3 financial is fantastic group have used them for, financial planning, tax preparation, Staff is courteous, friendly and helpful.