Reid Sahm Isaacs & Schmelzlen

"Literally the worst professional experience of my life. Met with Brian end of May to file taxes. It is now middle of September and we had to go pick up our file and move elsewhere because they were still not done. Never responded to any communication except saying I’m sorry, I’ll have them done next week, Only to never deliver and then go silent on responding to my following up for another month or more. I could go on and on, it was simply unbelievable. Just do yourself the favor and stay away…"

"Brian has been my CPA for about 2 years and is extremely well versed in the tax ramifications for both my real estate investments (across multiple states) and other more complex wealth management and investment strategies, including "backdoor Roths" and rollovers. He is a trusted advisor on how to best structure new business entities for tax purposes when I'm entering new agreements. He is equally skilled as a detail-oriented practitioner when it comes to tax time. His office is consistently ahead of the game on tax prep and he's extremely knowledgeable across the board. He has a rare mix of strategic acumen and tactical skills. Highly recommend."