Tidwell and Associates have filed our taxes for the past several years and we couldn’t be happier. As a busy parent, it’s hard to keep everything organized but the staff at Tidwell have made the process easy and painless every time! The professional but personable communication from each member of the staff keeps me informed, aware, and knowledgeable about the best possible financial avenues for our family. Tax work and finances can be dreadful and intimidating but with Kevin and Michelle I actually look forward to filing because I leave knowing my business and family finances are organized and in good hands. I’m always appreciative of how much I learn about how to best take care of our finances both in the present and for the future, without the information being overwhelming. Highly recommend!
About 5 years ago, Don and I needed to find new tax and financial help when both of our advisors retired. We decided we had to make changes as we were not happy with alternatives. We needed to find expertise to help ensure our retirement portfolio was invested with care along with tax advise. We received a recommendation from Don's aunt; very surprised she had finally decided to accept financial assistance! We really enjoyed meeting with Mike and Ivan. We learned they were offering their expertise in both investments and tax planning. It has proven to be a very positive experience and we are very glad to be working Tidwell & Associates. It has proven valuable to have both our investments and taxes maintained within same company! Certainly, has made it so much easier for me. Tidwell & Associates have a great staff, Michelle and Amy, makes it so much fun to visit. Our issues and questions are handled quickly and efficiently, always with timely updates and follow through.
After my dad pasted in 2021, we had to sell my parent's home and settle mom into assisted living. Knowing my folks had used Tidwell for many years I knew they would be able to assist in all my questions and preparing the last complicated tax return. The staff was outstanding at helping me understand what they would need to process the return. The drag and drop feature in the portal was very simple! I will be meeting with someone to discuss the tax ramification of the family trust and I am positive that will be an easy process as well! I highly recommend Tidwell & Associates!
The above testimonials were given by current clients of Tidwell Wealth Management and/or Tidwell & Associates. No compensation was given for any of the above testimonials. The testimonials may not be representative of all client or non-client experiences.