Winters Financial Group is a reputable tax preparation and financial planning firm that provides excellent service to its clients. The team at Winters Financial Group, including Andrew, Kelly, Meagan, Ian, and Jamie, is known for their outstanding knowledge, professionalism, and friendly demeanor. Clients have consistently praised the firm's prompt, thorough, and comfortable tax preparation services, as well as their guidance in various financial matters, such as IRA transfers and Medicare plans. The Winters Financial Group is highly recommended for both personal and business financial needs.
We have done business with Winters Financial Group for several years. Andrew's knowledge of tax preparation is outstanding and always very professional. Everyone there has always helped and guided us with any questions we have had. Kelly is always very pleasant and directs us to who we need to speak with. Meagan guided us through an IRA transfer, Ian has spoken to us about Medicare plans, and Jamie helped us with questions as well. We highly recommend Winters Financial Group. :)
Prompt, thorough, and makes the tax preparation comfortable. Everyone in the office is friendly. Thank you, Ian for your solid work and making tax season so much less stressful for our family!
Have had a great experience working with the Winters Group. Andrew and Jamie have been very helpful setting our business up in an S Corp. They have been professional always getting back with us in a timely matter. Highly recommend this Company. Thanks Andrew and Jamie.
1111 East Main Street, Carthage, IN 46140
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