Bottom Line Services

Jan 2026

I've been doing my income taxes with Todd and his team for the last 4 years. I use the online portal and they're done very easily and quickly. He gives good investment planning advice that is easy for the average person to understand and follow and is easy to get in touch with on the phone or with an appointment in person for more detailed conversations.

Jan 2026

Great service! Worked with them for over a decade and it's always been a fantastic experience.
We get our documents to them in January and usually receive the funds in our account within days of filing being open. Doing everything online is so simple and easy. Todd is always available and helpful with any financial questions we may have as well.
Can not recommend them enough from things as simple as taxes to as complicated as long term wealth building advice.