Winters Financial Group

May 2022

Working with Winters Financial Group was a great experience overall. The thoroughness and quick engagement from their staff helped me understand exactly what was needed from me to make the process quick and painless in regards to taxes. The entire staff is extremely knowledgeable and professional. I would highly recommend Winters Financial Group to anyone looking for help with any of their financial needs.

May 2021

I cannot say enough positive things about working with Winters Financial. Ian Clark was incredibly helpful both in navigating estimated taxes for an inheritance and filing my regular 2020 taxes. I am so appreciative that he took the time to actually explain things to me. The flexibility to schedule an appointment on a Saturday was also a benefit.I recommended Winters Financial and Ian to several family members and it was nice to hear that they all had the same exceptional experience as I did.I look forward to working with Winters in the future both for tax preparation and financial advising.

May 2021

I have worked with Winters Financial Group for a number of years and have always found them to be very friendly and professional. I have worked with Ian Clark the past three years and have experienced the same professional and courteous attention. I feel Ian provides not only good tax service but is always looking for opportunities to reduce my tax burden. Thank you! to Ian and the entire staff.