Mashburn Tax Advisors LLC - Rockford, Illinois

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Overview of Mashburn Tax Advisors LLC

\n\nMashburn Tax Advisors LLC, located at 611 S Rockford Ave, Rockford, IL 61104, United States, stands out as a reliable financial consultancy offering specialized services in accounting and financial planning. With a phone number 815-547-5890, clients can easily reach out for their tax and financial needs. The firm's website, mashburntax.com, provides further insights into their services and client testimonials.
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Specialties

\n\nMashburn Tax Advisors LLC prides itself on its expertise in accountancy and financial planning. These two areas form the core of their services, catering to individuals and businesses looking to optimize their financial health. The firm's commitment to staying updated with the latest tax laws and financial strategies ensures that their clients receive cutting-edge advice and solutions.
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Contact Information

\n\nFor those seeking professional guidance, Mashburn Tax Advisors' contact details are easily accessible. Their phone number 815-547-5890 is readily available for inquiries, and potential clients can visit their website mashburntax.com for more detailed information. The business also emphasizes accessibility and convenience, ensuring a welcoming environment for all visitors.\n\n

Accessibility Features

\n\nMashburn Tax Advisors LLC demonstrates a strong commitment to accessibility. Their parking lot is wheelchair-accessible, and the entrance, along with the restrooms, are also designed to be wheelchair-accessible. This attention to detail ensures that everyone can receive the professional services they need without barriers.
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Appointments and Recommendations

\n\nTo ensure personalized attention, the firm recommends scheduling appointments. This allows clients to discuss their specific needs and concerns in a private setting, facilitating a more tailored service experience.
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Opinions and Reviews

\n\nThe reputation of Mashburn Tax Advisors LLC is evident from the numerous reviews on Google My Business, where they boast 36 reviews with an average opinion of 3.8/5. These testimonials highlight the exceptional service provided by the firm, particularly praising the dedication and expertise of Chad Mashburn. Clients appreciate the personalized approach and the ease with which complex tax situations are simplified. The firm's ability to go above and beyond in serving clients' best interests is frequently commended.
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Client Testimonial

\n\nOne glowing review reads, 'I have been a client of Mashburn Tax Advisors for many years. Chad Mashburn is truly outstanding. He handles all of our accounting needs with such expertise and dedication that it has significantly improved our financial management. Every tax season, Chad makes the process effortless, always looking out for what's best for us. We wholeheartedly recommend him to anyone seeking a trustworthy and proficient accountant.' This testimonial encapsulates the essence of what clients value most about the firm - reliability, expertise, and personalized service.\n\n

Key Takeaways

\n\n- Specialized Services: Accounting and financial planning tailored to meet diverse client needs.\n- Accessibility: Committed to providing a barrier-free environment for all visitors.\n- Professionalism: High-quality service with a focus on going above and beyond for clients.\n- Client Satisfaction: Strong positive feedback underscores the firm's commitment to customer satisfaction.\n- Expert Guidance: Led by Chad Mashburn, the firm offers expert guidance in complex financial matters.\n\nThe combination of specialized expertise, accessible services, and a strong client satisfaction record makes Mashburn Tax Advisors LLC a standout choice for those seeking reliable financial and tax guidance in Rockford, IL. The firm's dedication to personalized service and ongoing education in tax laws and financial strategies positions it as a trusted partner for both individuals and businesses navigating the complexities of financial management.\n\nThe average rating of 3.8 out of 5 speaks volumes about the client experience, indicating a high level of satisfaction. This, coupled with the numerous positive reviews, suggests that Mashburn Tax Advisors excels in delivering on its promises. Clients appreciate the firm's ability to simplify what can often be a daunting process, thanks to the personalized and proactive approach taken by the team, especially under the leadership of Chad Mashburn. The emphasis on accessibility ensures that the service is inclusive, making it easier for clients to manage their financial affairs with confidence.\n\nIn summary, Mashburn Tax Advisors LLC not only offers comprehensive financial and tax services but also ensures that these services are delivered in an accessible, professional, and client-centric manner. Their commitment to excellence, as reflected in the reviews, positions them as a valuable resource for anyone in the Rockford area in need of expert financial advice and tax preparation services.",
"summary": "Mashburn Tax Advisors LLC offers specialized accounting and financial planning services in Rockford, IL, with a strong emphasis on client accessibility and satisfaction, as evidenced by positive reviews.",
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👍 Reviews of Mashburn Tax Advisors LLC

Michelle O.

5/5

I have been a client of Mashburn Tax Advisors for many years. Chad Mashburn is truly outstanding. Chad handles all of our accounting needs. His expertise and dedication have made a significant difference in our financial management over the years. When tax time comes around, Chad makes it easy. He goes above and beyond to look out for our best interests, providing personalized solutions and invaluable guidance every step of the way. I wholeheartedly recommend Chad Mashburn to anyone in search of a trustworthy and proficient accountant. Thank you, Chad, for your exceptional service!

Christina Z.

1/5

Terrible customer service! Had my paperwork for almost 2 months and still hadn’t worked on my taxes. Only responded once to my multiple emails. Never responded to my phone calls. Kept saying he would do my taxes as soon as possible, but didn’t. Then I had to show up to get my tax file to have someone else do my taxes and magically he can do them that afternoon if I would like. I declined, and he never came out to apologize for his terrible communication.

Chris T.

4/5

After having my taxes done with Chad for the first time I also asked for a retirement analysis so I know whether I can afford to retire or not gave him the information he came up with a plan we sat down and talked about it even at the busiest time of the tax season. Things worked out great I'm looking forward to doing my taxes again with him next year very polite and professional and intelligent. After a few years of taxes being done wrong and not getting calls back, I think it's time to move on.

Hillary W.

1/5

If we could give 0 stars we would. We had two terrible experiences with Chad. The first year, he submitted our taxes very late. We thought it was just maybe a rough year. We tried again and were completely ghosted. He had all of our taxes and was not getting them done. No communication—no returned emails or phone calls. On top of that, we drove to the office to find out it was permanently closed!! I finally got someone on the phone at his Belvedere office and immediately drove down there to retrieve our documents. I received no apology or even a kind word from him and his office staff. A terrible and stressful time that I hope no one has to go through.

Megann U.

5/5

Chad has been the best accountant for my small business. He is extremely knowledgeable and very professional. I would highly recommend Chad to a business owner or someone that just needs a trustworthy accountant to do their taxes. He is a wealth of knowledge and it’s hard to find an accountant like him. I can’t say enough good things about him! I will be recommending him to my friends and family.
Thank you Chad!

Robin J.

5/5

We have been with Mashburn for five years now, and would hate to have to look for another accountant. He saved us money right off the bat and was up on the latest tax laws and allowances for our dual-state situation. We keep our household expenses and small business expenses on Excel spreadsheets and he navigates them with perfect ease, even making suggestions as to how we could improve our record-keeping. We were having trouble with a real estate deal and the realtor recommended that we call our accountant. We called Mashburn that evening and he responded to our call, having us to ask ourselves just one question that clarified the problem immediately and kept us from getting skinned. He helps us problem-solve with contractors and vendors so that we know the right questions to ask them and how to get them to give us the information we need to report on our taxes. He helped us plan ahead to pre-pay our taxes so that we didn’t end up with huge lump sums to pay or end up paying too much. He has helped us to reframe our finances in such a way that we can meet our long-term financial and investment goals. We prefer hands-on, face to face meetings and he accommodates us even though he is preternaturally busy. We have been pleased with his work and with our outcomes.

Breanna S.

1/5

Writing this review for my mother. But Chad took her paperwork for her 2021 taxes and never filed her taxes. Time passed and she called and called and almost never got through to anyone. When she did they gave a standard "they're being worked on" reply. Now, long story short, it's months past tax time and her taxes were never filed and for the past few months she's been trying to get her documents back from him to no avail. Basically, he stole my mom's tax paperwork and never provided the services promised. This man should lose his CPA license.

Ashley W.

1/5

I would give zero stars if I could. My husband has been working with Chad to resolve our tax issues since last year and we haven’t gotten very far. Chad and his receptionist Jan are terrible about responding. My husband and I were fed up with him and have been waiting on a response from him for a week even with me making phone calls to inquire. I popped in to grab our tax documents so we can hire someone else to help us. His receptionist said she couldn’t give them to me without Chads permission and he was out of town for the week. I left and got some advice from another CPA who said that’s false, she had to give me them if I request them. So I called Jan and told her as much and she told me she didn’t know where they were and she will not be going through her bosses things to find them. I told her I would be coming back with a police officer for a civil standby then and she did not like that. She ended up hanging up on me. I met the police officer at their business. He came back out with my documents. How convenient. Do not use this business.