Advanced Tax GroupReviews on record for advancedtaxgroup.com

I used ATG for 1 year. Tax strategy sessions were generally good. Tax preparation for 2025 returns (in 2026) were an absolute nightmare. I had a lot of questions which was clearly inconvenient to them. Because we could not file on-time (had to do extension) I missed the opportunity to contribute to my IRA (which they failed to inform me of). After filing I had a payment due on state which accrued penalties…which I would have thought they would have been clear on. I cancelled immediately after filing and my new CPA is suggesting I simply redo the whole thing. They clearly emphasize quantity/throughput and if you need quality time for discussion good luck. If you try to call there is nobody to talk to. Horrible experience.

I have used ATG for the last 2 years. This years tax returns were a nightmare. Submited everything they requested, included all my quickbook reports, charts they requested me to fill out. The person assigned to me this year (the 3rd person since I signed with them) still asked me via email for all the info I sent them in my documents. It was lazy and for what they charge, it was unacceptable. I reached out to the person assigned to me about a week after filing, requesting a meeting to discus how we could simplify next years return.... no response for over a week. So I decided to cancel... or so I thought. I spoke to their cancellation guy last month and he assured me I would no longer be billed. Whelp, they billed me again! This whole process has been a nightmare. Save your self some time and frustration and use a different company!!

Lara took the time to talk to me and go over all my documents and any questions I had. She broke everything down and explained everything so clearly. Thank you Lara Merten.

Lara was an absolute pleasure to work with. She demonstrated exceptional patience, deep knowledge, and a warm, attentive approach that made the entire experience truly enjoyable.

Lara did a wonderful job answering all my questions. Very knowledgeable!

It was reassuring to know that we have a lot of backup while starting a new business It was a pleasure to talk to the representative.

Lara with ATG provides excellent customer service. She asked smart questions to provide most accurate and thorough response. I’ve had a great experience with both the entity formation and tax group services. Highly recommend ATG.

I truly appreciate Jannifer assisting me with my first LLC, and the cost that I didn't understand she explained to me what I didn't understand about an LLC and I truly appreciate her kindness, her understanding and most of all her personality, she made it make sense to me, her patience were awesome toward me, I'm crawling and she's holding her hands to me in way that I had calmness and peace within myself to move forward with this LLC. I truly thank GOD chosing Jannifer to assist me at that moment and time, it was a stressful moment for me, But GOD chose Jannifer for his child Louise. LORD Thank You for your daughter Jannifer, and Jannifer I thank you I will not for get you you made what I though was hard easy, you are a rare gem, and To GOD I give all the Glory, Honor, and Praise. GOD bless you Jannifer, and always keep GOD first in your life Amen. GOD IS LOVE, and LOVE IS GOD. Louise Wilson "It's not the position that does the job" "It is the person in the position that get the job done". Inspired by GOD Written By: Louise Wilson