Dane is such an amazing tax advisor! We were referred to him by a close family friend to sort out all of our business changes due to covid-19 and 2020 taxes. We set up our LLC with him in the summer of 2020, and he made the process absolutely painless. When it came time to file for 2020, he walked us through every deduction and tax advantage that applied to us. My husband and I are extremely happy with the level of service and professionalism. We highly recommend him for all of your tax needs.

I’ve been with Tax Advisors for over 5 years. They handle both my personal and business tax prep and advisory needs. Todd always takes my calls, and he has gone above and beyond to be sure that things are in order and I’m one step ahead as tax season rolls through. I feel confident that I am getting the best fair return every year, and I don’t worry about audit. I recommend.

Mr. Todd was absolutely amazing with us. He was friendly, professional and helped us understand the whole tax process related to our own personal situation. Great service. We’d definitely recommend!!! 🙌🏽

I first came to Tax Advisors when I needed help selecting the right health insurance - Dennis did a fantastic job explaining all my options and finding the right program that fit my needs. The experience was so great that I decided to meet with one of their Tax Advisors, Dane. As an entrepreneur tax season can be a stressful process but Dane assisted in helping me file and setting up my business for the years to come. These guys were awesome! I would 100% recommend!!!

I have known and been serviced by Todd Ancona with Tax Advisors for a number of years. Always, I am treated with respect and courtesy. He is personable and professional. Todds extensive background in Tax Law enables me to trust that he holds the highest ethical standards and at the same time will be very thorough in preparing my tax return. Todd explains everything in great detail, making sure that I understand what he is presenting. He responds rapidly to my inquiries. I can easily give him the highest recommendation for your tax needs.

As a relatively new small business owner, I approached the 2021 tax season with a great deal of apprehension.I simply cannot say enough positive things regarding Mr. Todd Ancona. For a non-financially savvy person such as myself, he took the extra time to explain complicated tax matters to me in a manner that made sense while bringing the entire picture together. He answered my questions with thorough detail and allayed all my concerns in exemplary fashion. He is a consummate professional and a WEALTH of knowledge. I am grateful beyond words!!!

Todd Ancona at Tax Advisors is AMAZING! A recent move coupled with a messy divorce left me with a tax mess that was overwhelming! Todd immediately put me at ease with his knowledge and experience with all things tax related! Todd was persistent resolving issues related to my taxes and always professional and helpful- thoroughly explaining everything during the process. Thanks Todd and Tax Advisors- Im a lifelong client!!

Todd Ancona has been handling my taxes for several years and continues to go above and beyond. With his professional, knowledgeable and friendly manner, he guides me through and helps me understand the sometimes confusing process of filing my personal and business returns.Plus, Todd saves me time as I live about two hours away so we do it by webinar, phone, email and if necessary snail mail.Thanks Todd!

This has been the first time I’ve had to speak to a Tax Lawyer on behalf of my client. From the voice that answered the phone and speaking to Mr. Todd I felt this was going to be a pleasant phone visit, and it was. He understood the problem and told me what I should gather and see you soon.

Tax Advisors has been an excellent solutions for our tax and accounting services. Dane is always quick to answer any questions I have and handle anything that comes up efficiently. Very pleased!

Mr. Todd was very helpful and knowledgeable about my tax concerns. He thoroughly answered my questions. He even went the extra mile to help me to better understand how to balance out everything. I would definitely recommend Mr. Todd for all of your tax needs and more!

Todd Ancona is an excellent tax preparer. My husband and I have used his services for many years. He thoroughly and methodically presents each return, is patient and professional.He has also advised us on how to set up and organize business income and expenses for future tax preparation.I absolutely and unequivocally recommend his services to anyone looking for a knowledgeable and professional tax preparer and advisor.

I have been very pleased with the Professionalism, Efficiency, Knowledge of the Tax Laws and dedication to their Profession.I can call Tax Advisors any time when needed.Before retiring from the Oil Field i started searching for a company that could provide me with service i could depend on in my Retirement years. I am well pleased with Tax Advisors, Todd represents his Tax Advisors with Professionalism and knowledge of the state and federal tax codes and tax laws.I highly Recommend Tax Advisors for all of your short term and long term ( Retirement) needs.

I cant say enough good things about Todd Ancona and Tax Advisors! They were so patient and helpful. Todd took time to explain details to me and helped guide me in what I should do. He did research into the specific issue I was asking about and was able to clarify it greatly for me. He was very friendly and understanding. I would highly recommend Todd and Tax Asvisors!

My wife and I came in seeking legal tax advice and left extremely pleased with the attention and service we were given! Riley at the front desk was extremely courteous and Todd Ancona is our Tax Advisor for the years to come! If you need tax help, this is the place to come!

In my over 44 years of business, no one has given us the quality of service, and guidance that Tax Advisors has provided me and my company. Dane is on top of it all. We love this company!

I have been going here for 3 years now and have not been disappointed.Todd Ancona is really professional and will always get back in a timely manner when you have questions.He has performed my foreign taxes and I have not had any issues.Highly recommend you go see him for your tax needs.

Every aspect of our experience with this company has been exceptional down to the smallest detail. Mr. Dane Colligan helped us get through, with great ease, what could have been a complicated business transition. He was well prepared, well informed and went out of his way to answer any questions we had and even educated us in various instances . After years of searching for the right place to take care of all our financial needs we have found a home. Mr. Nolan Venable and his team are truly the best at what they do.

Tax Advisors are the most professional, knowledgeable, personal and I could definitely go on and on! From the front desk lady Ms.Riley, to Mr. Dane Colligan our CPA we were amazed at ALL the services they could provide our business! Mr.Nolan Venable has put together an amazing team! I love working with each one of them! As someone who has been in business for over 30 years I can honestly say these guys are the BEST!

Dane has handled my year-end taxes for the past few years. He is not only professional but clear and concise when explaining the results. Thank you, Dane, as well as all of the team there.

Todd @ Tax Advisors/ Wealth Advisors has assisted with our taxes for 4 years, now. Todd and his team are very professional and go out of their way to make certain they are clear and I understand all processes. Highly recommended.

We are always extremely pleased with their services. Knowledgable, responsive, and thorough!

We have enjoyed working with Tax Advisors for many years for not only our Federal Income Tax filings; their office has also assisted us with Insurance needs and financial planning. Very friendly, very knowledgable, and professional. Mr. Todd Ancona in particular is very knowledgable about the tax system and procedures to follow. Even for our small businesses, he takes the time educate us and help us along the way. Highly recommend!

The folks at Tax Advisors and Wealth Advisors are top notch.

Year after year we rely on Todd to assist us with our tax preparation. He is extremely knowledgeable, has amazing experience and is professional. We are confident in his guidance and will continue to recommend Todd and Tax Advisors to our friends and colleagues. Thank you.

A top notch professional company that has courteous employees and very responsive to your needs and communications. Tood Ancona has done an awesome job for the last four years with my foreign taxes from working overseas and business taxes (LLC / S-corp). Highly recommended Todd and the Wealth Advisors group.

My husband and I were referred to Tax Advisors through a friend. They are now our Wealth Advisors and Insurance Advisors as well! Our tax advisor, Dane, has been an amazing asset for our personal and business taxes! Starting my own business has been challenging enough without the added stress of navigating taxes. Dane has been patient and understanding with all of my questions and has answered them quickly and with clarity. He has made this process easier than expected. I highly recommend all of the services they offer!

Would like to take a moment to express my extreme appreciation Todd Ancona and the team at tax advisers.They are very helpful and reasonably priced. I feel no worry about IRS audits or trouble with my return after working with Todd and team. Thanks again.See you next year!

Customer service and professionalism at its best! Nolan and his staff at Wealth, Tax, and Insurance Advisors provide extraordinary customer service while working together as a team with their customers best interest at heart. Nolans expertise on tax and financial planning is top notch. His passion, enthusiasm, and true desire to educate and assist his clients in multiple aspects is truly impressive. The entire office staff is friendly, knowledgeable, and always eager to help. I feel blessed and privileged to work with Nolan and his outstanding staff.Tiffani Morales

Nolan and his entire staff are extremely knowledgeable and helpful with not only our personal finances and investments, but also our small businesss taxes, as well as our health insurance needs. When we visit his office, each of his staff remembers us and consistently delivers quality service. In addition, they handle anything we throw their way with a speedy turnaround. We couldnt be more grateful to have Nolan and his team in our corner!

Below is what my wife and I had to say five years ago, it has now been eight years that we have been with Wealth and Tax Advisors, nothing has changed except we feel stronger in our appreciation of the; professionalism, competence, and reliability that Nolan Venable and his staff provide. Special acknowledgement to Todd Ancona at the bottom.Three years ago my wife and I moved all of our investments to the care and custody of Nolan Venable, what has transpired thereafter is nothing short of fantastic. For the first time we were dealing with an investment advisor that absolutely had our best interest in mind. The first thing Nolan did was educate us in investing; he has an amazing ability to explain different investment strategies in common sense and understandable terms. The second thing that occurred was; we were able to track all of our investments, understand what they were doing, and see how they supported our retirement goals and objectives. Nolan was then able to analyze these investments as a function of our tax liability which perfectly completed our investment strategy loop. My wife and I speak about our satisfaction after each visit to Nolans office; we look forward to our appointments and feel confident in knowing our money is in such honest and capable hands. Nolan and his staff consistently exceed our expectations, I recommend Tax Advisor to family, friends and colleagues.This year, 2019 we would like to specifically complement and acknowledge Todd Ancona for his comprehensive knowledge of tax law. Todd handled a very complex IRS issue for us, he put together a very detailed document that answered all the IRS questions, he actually found an IRS error (IRS agreed) that changed our return in our favor. Without question Todd is an tax professional that we recommend to our family and friends - thanks Todd.

I originally came to Tax Advisors LLC because my 2012 tax return had been audited and the IRS was assessing an additional $67000 in taxes, penalties and interest. I met with Nolan Venable and he understood my situation. Nolan assigned my case to this amazing tax expert named Todd Ancona. He contacted the IRS and asked for an audit reconsideration of 2012. When the IRS levied my bank account for over $22000 due to the IRS assessment, he called the IRS and was able to get them to release the levy. When it was all said and done not only did Todd reverse the IRS assessment he was able to get an additional $4600 refund. After Todd was done working on 2012 tax return, he went to work on amending several other years. Todd told me that the IRS statue of limitation on refunds for Foreign Tax Credit was 10 years, not the usual 3 year statue of limitation for refunds. Apparently, my previous CPA did not know how to handle Foreign Tax Credits on my returns. All total, Todd was able to secure over $170000 in refunds and interest from the IRS for my Foreign Tax Credit going back as far as 2008. I am truly grateful that I decided to go with Nolan Venable and his knowledgeable staff. Thanks everyone! Especially Todd Ancona!