With the help of Patrick Meyer & the CPA's at Coonrod Financial Group, our 501(c)(3) was able to launch quickly & effectively without any hassle regarding our non-profit status. Patrick & his team were there to guide us through every step of the process, from establishing our entity correctly, to filing our annual reports & remaining compliant with the tax laws associated with our non profit status. The team was polite, professional, and timely when dealing with our requests. We highly recommend Coonrod Financial Group as a resource for other non-profit organizations!
November 2023
I've known Brian Bates of Coonrod Financial Group for a number of years, now. Brian specializes in helping small businesses stay on top of their accounting issues and tax obligations. Brian is so easy to work with and can make the most complicated tax issue easy to understand. If you are a small business, I'd highly recommend contacting Brian for your accounting and tax needs.
October 2022
These guys are the best! When I first started my Roth IRA, I knew very minimal. With the help of this fantastic team I am able to not only understand but watch my stocks as they increase on my monthly reports!! There is never dumb question with Conrood, they are able to explain in depth any questions I may have for them. I highly recommend Conrood Financial Group!
With the help of Patrick Meyer & the CPA's at Coonrod Financial Group, our 501(c)(3) was able to launch quickly & effectively without any hassle regarding our non-profit status. Patrick & his team were there to guide us through every step of the process, from establishing our entity correctly, to filing our annual reports & remaining compliant with the tax laws associated with our non profit status. The team was polite, professional, and timely when dealing with our requests. We highly recommend Coonrod Financial Group as a resource for other non-profit organizations!
I've known Brian Bates of Coonrod Financial Group for a number of years, now. Brian specializes in helping small businesses stay on top of their accounting issues and tax obligations. Brian is so easy to work with and can make the most complicated tax issue easy to understand. If you are a small business, I'd highly recommend contacting Brian for your accounting and tax needs.
These guys are the best! When I first started my Roth IRA, I knew very minimal. With the help of this fantastic team I am able to not only understand but watch my stocks as they increase on my monthly reports!! There is never dumb question with Conrood, they are able to explain in depth any questions I may have for them. I highly recommend Conrood Financial Group!