LifeCycle Tax and Wealth Management exceeded our expectations for completing our 2020 tax return. They are very professional and time sensitive working with deadlines. Reasonable rates are a plus also. We highly recommend LifeCycle and especially Justin Gates. We will continue to use LifeCycle and Justin for filing our taxes and answering tax questions. He is very much an asset to your company. Thank you.Doug and Judy Jones, St. Augustine, Florida

I was referred to Justin as the best CPA ever, and when I called him he was pleasant and patient with all of my new business owner questions. We scheduled a meeting and he answered even more questions, sharing his knowledge with me so I can work toward growing my business. His intentions were to provide value despite my inability to be a customer at this time. I like what Justin represents for this company!!

Justin took the time to speak to me about a difficult IRS issue my husband and I have. He understood the facts and our concerns, as he spent a lot of research time and effort trying to resolve the issue. He showed confidence and professionalism. We would highly recommend LifeCycle Tax and Wealth Management to everyone!

I have known Justin since we ran against each other on high school cross country teams. He has always been extremely diligent in his endeavors. If you are needing business, tax or wealth consulting LifeCycle is the best. He is always there for my business and the members on my team.

I highly recommend working with Justin. Aside from his expert and always up-to-date knowledge of taxes, he genuinely cares. As a young professional I have been disregarded by more experienced businessmen. Justin is not a respecter of persons. He will work with you where you are at and helps to create the right action plan to achieve your financial goals.

Justin has been a pleasure to work with. He has completed a trust tax return and provided me with guidance on personal financial advice. I highly recommend LifeCycle for tax and financial services.

This was the first time I every had to really pay a lot for taxes and i had no clue where to start. Justin and his team helped me navigate all the chaos and file properly.

Justin is the most thorough & responsive tax professional Ive ever worked with. He even went to a conference to learn about YouTube creators tax details! His commitment to excellence (& the fact hes qualified to represent me should an audit occur) puts me at ease.

I am in the early developmental stages of starting my first business. Justin took the time to listen to all of my questions and communicate answers effectively and comprehensively. I am so fortunate to have met such a trustworthy person and business. I will be working with LifeCycle Tax and Wealth Management much more in the future and referring my close network.

I highly recommend working with Justin. I had an issue with an old tax return and he was very knowledgeable in helping me understand what they were asking for as well as documentation I should submit. He responded very quickly to all of my questions. I can’t recommend enough!

Justin was referred to me by a few of my fellow runners. This is the second year that he prepared our tax return. He is efficient, accurate, knowledgeable and professional. We highly recommend his services.

Justin is AMAZING. I am eager to share a review because Justin has helped me immensely during this time of transition in my professional life. I felt as though I had entered foreign territory as a teacher of 5 years moving toward entrepreneurship and ownership in the small business sector. However, Justin mad my process manageable with efficient systems and checklists. Every time I meet with Justin I leave his office feeling empowered and excited to take control of my finances. I have recommended him to some other small business owners and will continue to share his name. You will be doing yourself and your employees a HUGE favor by taking time to meet with Justin because he helps you build a strong foundation. He is responsive and was willing to answer ALL of my questions (believe me I had a lot of them). If I could give more than five stars I would!

Only company I trust!Justin is amazing and really goes above and beyond for his clients.

Justin was SO HELPFUL, as a first year business owner i was pretty much clueless. He was unbelievably helpful and explained everything I needed to know and even helped me plan for this coming year. I will be using him forever.

Absolutely the best CPA in town! Extremely professional, knowledgeable, and will exceed every expectation you have. Goes above and beyond for their clients. You are missing out if you are not part of the LifeCycle Tax and Wealth Management family, hands down!

Mr. Justin Gates, owner of LifeCycle Tax and Wealth Management, is definitely the most knowledgeable and helpful person I have had take care of my taxes in the last 50 years. I am always happy to recommend Justin personally and LifeCycle Tax and Wealth Management.

My husband and I switched our business and personal accounting over to Justin about a year ago. Best decision I have made!! I wasnt just looking for an accountant, I was looking for a relationship with someone that would help us grow towards the future! Highly recommend!!

Justin took time to listen and answer each question with a vast array of knowledge. He was able to present a plan as well as goals to work towards and achieve. Being able to have a conversation not only about business but personal was also reassuring that he could assist in so many ways for the financial planning and tax preparation for each! Life Cycle Tax and Wealth Management is a company I can be proud to share with friends and fellow business owners to ensure the highest quality of care and service! Thanks Justin!

Justin with LifeCycle has been amazing. He’s been incredibly thorough in reviewing my small business accounting. He’s made polite suggestions which have helped my bottom line, calculated my profit and loss each month and reviews my expenses, and makes my tax time a breeze by staying on top of everything monthly. Fantastic experience all around. When I have an appointment, I don’t feel like I’m visiting a stuffy accountant. It’s more like a friend who’s looking out for me and my business. Thank you Justin for making my job easier as a small business owner

Justin completed helped my husband and I with our tax return and we are so grateful he made this such an easy process for us. He spent so much time answering our questions, is easy to get ahold of, and was professional and timely in his responses. Highly recommend for taxes or any financial guidance!

Justin connected with us at such a personable level while also helping us understand our tax and financial situation. He educated us and created a unique strategic plan for us during our visit to LifeCycle Tax and Wealth Management. The office environment is very relaxing and it makes the entire process easier as taxes is not our favorite thing to deal with. We highly recommend LifeCycle to anyone looking for a comfortable and easy going environment, and a one-on-one personable experience through the entire tax and financial process.

Justin at LifeCycle has been so wonderful to work with. Super knowledgable, hard working, and very concerned with his customers well being! Highly recommended.

Justin Gates is our accountant and we could not be happier. He has a thorough understanding of tax law as well as business principles. He is efficient in managing out monthly financials.Justin is extremely professional but has a wonderful open personality. Justin offers solid financial advise in daily operations as well as investments.

Justin Gates is extremely knowledgeable, professional and a pleasure to work with. He is always willing to answer questions & give explanations as to tax laws, etc. in a timely manner.

Justin is a stand up guy who knows his business well. He has been very accommodating to our schedule and has provided great service

Justin is one of the smartest young men I know! I have learned more about bookkeeping, records, & finances from Justin in the last 3 years than the 14 years my husband and I have been in business. He takes the time to explain and he makes sure you understand. He is very good at responding to texts, emails, & phone calls and doesnt seem to mind the stupid questions either. I would strongly recommend him to any and everyone, big or small, organized or unorganized...you wont be disappointed!

Life Cycle is a wonderful partner! They understand small business and large business which is a huge help as we plan to grow our small business. I utilize Life Cycle for my personal, business taxes and financial planning. Look forward to a long relationship!

Justin over at LifeCycle Tax took my books and really made me feel less stressed. He turned all the horrible back end work of owning a Small business into something that is actually organized and enjoyable in a way. I am so grateful for getting linked up with him and look forward to the success he helps me bring to my business.

Highly recommended. Justin is extremely knowledgable and very easy to work with. He handles 3 of our businesses and helps us navigate best tax strategies and practices while keeping his rates very reasonable. Justin definitely has his clients best interests as his top priority.

Justin has been extremely knowledgeable in helping me with a number of tax areas. LifeCycle also gave me an opportunity to start a retirement account which has been a blessing. I am able to talk to him about anything and he is always supportive. The experience at the office is incredible. I look forward to continuing to grow financially for years to come.

Justin was on top of my taxes from the beginning. He clearly stated the best practices for making filing seamless. Most importantly he is forward looking. I always left his office knowing was to better improve processes for my business in the future. Highly recommend and I will continue to be a customer.

Justin Gates at LifeCycle Wealth Management is our go-to source for all of our business and personal financial needs. He is extremely trustworthy, knowledgeable, and approachable. Justin sincerely cares about his clients and will go beyond what is expected to provide custom quality service. We consider him a value-added partner to our company and look forward to continue working with him as our business grows.

Life Cycle Tax and Wealth Management is a truly professional organization. They are honest and trust worthy! Justin has been doing my taxes for the last three years and will always give it to you straight, both the bad and the good! I highly recommend him for both taxes and wealth management. He is very knowledgeable, and has both the accolades and experience to show it!Patrick McHughCaptain USMC

Could not have been happier with the service from LifeCycle with Justin! We got focused attention that made us feel very taken care of, and Justins vast knowledge put us at ease. We live in Seattle and I wouldnt want to have anyone else prepare our taxes!

I have been working with Justin for several years now and I have been nothing short of 100% satisfied with what he and his company have been able to do for my business and personal finances. He is honest, has a solid work ethic and has produced great accounting/financial management tools to help further my success. Highly recommend!

I’ve been working with LifeCycle for years now and they continue to impress with both their customer service and financial knowledge. They never fail to go above and beyond for their clients. Last year Justin called me, knowing that being in the military I would be moving soon, just to ensure I was completely financially prepared to sell my house and taking the proper steps to maximize this years tax return.

Justin Gates from Life Cycle has been a tremendous asset to me and my business. I have had an internet marketing business for about 5 years and my books have never looked better. Actually, I dont think I really had any real books to speak of. My Profit and Losses are up to date. My balance sheets are up todate. I can actually work into a bank with a P& L I can be proud of. I have incorporated Justin as part of my personal team in my business. In addition, I have enjoyed what he has done for me, I think the count now is up to about 6 referrals I have given him. Thank you Justin for all you do for me, my business and to all the clients I refer to you. Thank you

Justin and his team are excellent! Great attention to detail in tax planning and investment strategies.

LifeCyle Wealth Management provides excellent financial advice and foresight into his clients financial needs and goals. Justin Gates carefully analyzes market trends and uses proven research to develop well thought out strategies for financial investors of all levels. Whether you are interested in opening up your first retirement fund, starting a small business, or looking to be more secure after successful career, Justin is sure to point you in the right direction, while putting the time and effort in where you wont have to. I fully trust LifeCycle Wealth Managements expertise in helping me reach my financial goals without me having to worry if my money is invested in the right place. 5 stars

Justin is a great guy, very knowledgeable about tax laws and investing. He takes the time to explain things so even I can understand. Plus I love having a one-stop shop to get my investments and taxes handled.

Im so glad I came to Justin at LifeCycle. He really helped me understand the WHY behind filing my taxes and made me feel like I was getting the most I could back. He has won me over as a loyal customer, for sure.

Justin is amazing and extremely knowledgeable! He goes out of his way to do his job while making sure I understand the entire process. I highly recommend him!

I find Justin very easy to talk to about all things financial that I may not understand. Hes very patient within the whole process and I feel secure in knowing that hes got my best interest at heart.

Trust this company! Ive worked with Justin Gates for over 5 years. His holistic and stable approach to wealth management has increased my returns and made me feel great about my taxes. LCWM is not like other firms that try to squeeze you for fees. Its great to have such a trusting relationship with my money manager.

I highly recommend Justins financial services! He is extremely knowledgeable and you can tell he is passionate in what he does. Thanks Justin for your helpful and professional service!

Justin has been amazing! He has so helpful with taxes and finacially preparing for my future. If I could give 10 stars, I would. He has an abundance of knowledge when it comes to tax and wealth management. Highly recommend Lifecycle!

Justin gets straight to work when you need financial help. He gets the job done quickly and is sure to get you going in the right direction. I would highly recommend his professional financial services to anyone in need.

Justin has been and is a great adviser. He has made me money and saved me money. I highly recommend his talents for what ever your financial goal is.

I would highly recommend Lifecycle. Justin is incredibly knowledgeable and provided very helpful information about small businesses and taxes. He also put us on the right track to buy a house!

I would definitely recommend Justin Gates, he is very professional.

Justin Gates worked with us in preparing our taxes and followed up after tax season in planning for minimal taxes in coming year. He incorporated financial planning into his work giving a wholistic view of where we are and what we can expect. Justin provided outstanding advice at a reasonable price. Lifecycle Tax and Wealth Management is a great concept.

Justin is knowledgeable and up to date with tax laws for personal and business. He is quick to respond to questions and provides realistic and helpful advice.

Ive worked with Justin and have always been reassured by his in-depth knowledge of the field and financial recommendations for my small business, particularly in regards to tax services and consulting. His one-on-one customer care for each of his clients instills trust in a subject that is traditionally daunting. I recommend him highly!

Very knowledgeable, professional, and down to earth. Is a real go getter. I definitely recommend Justin.

LifeCycle is a great help for me, my family, and my company. Their knowledge and proactiveness make them an essential part of my personal and professional financial businesses.

LifeCycle Wealth Management and their professionals provide effective and thoughtful planning for your future—be it retirement, effective tax strategies, or general wealth management. Mr. Gates and his team have been providing financial services in the Fort Walton Beach, Shalimar, Mary Esther, and Okaloosa County area for years while upholding an unparalleled reputation for ethics and integrity. They have always been quick to answer the phone and give good advice. I cant recommend them enough!

Justin was very professional and attentive to my specific needs, Lifecycle was a tremendous help for me!

Justin and his team are the best! Very thorough.

Thorough and responsive! Thanks Justin!

I can’t recommend Lifecycle enough. Justin is very smart and professional.

Mr. Gates is prompt, professional and provides great financial assistance.