Advanced Tax Group Reviews 127

TrustScore 5 out of 5

4.9

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, extensive knowledge, and patient explanations, making complex topics easy to understand. The customer service is frequently highlighted as exceptional, with many appreciating the personalized approach and the team's commitment to guiding them through various processes. People also commend the overall service for its efficiency and the smooth user experience provided. However, some people mentioned that the amount of information provided could be overwhelming at times, and a few experienced difficulties connecting to online links. A small number of reviewers also suggested that the pace of presentations could be slowed down.

What people talk about most

Staff

Clients share positive opinions on staff, consistently praising their helpfulness, knowledge, and... See more

Customer service

Reviewers mention positive feedback about customer service, consistently highlighting the helpfulness and... See more

Service

Customers consistently note positive experiences with service. Reviewers praise the helpfulness and... See more

User experience

People report positive experiences with the user experience. Customers found the information presented... See more

Based on these reviews

Rated 5 out of 5 stars

I love Ryan's webinar. He was very informative, answered all our questions, gave examples and homework to help us prepare for our taxes. Also, he provided his personal contact for future questions/con... See more

Company replied

Rated 5 out of 5 stars

Ryan; Lara & the team helps to make owning a New LLC(s) a lot smoother in knowing how to navigate the tax world of business(s). Thank You for helping me on this New LLC journey towards becoming a b... See more

Company replied

Rated 5 out of 5 stars

ATG has been very helpful and knowledgeable in helping me renew my business licenses and other services. Shout out to Taryn who has been helping through the last 3 years. She's always been gracious a... See more

Company replied

Rated 5 out of 5 stars

I have been extremely fortunate to receive the needed help when calling the Advanced Tax Group. When in doubt, I know that I can call in and receive the needed assistance. My lifesaver has been Lara... See more


Company details

  1. Financial Consultant

Written by the company

Advanced Tax Group is a business service firm of which specializes in the formation of entity structuring, Tax planning and Preparation as well as Asset and Estate planning in all 50 States. With over 15 years of experience, we have facilitated over 40,000 business entities, supported 100+ thousand of tax returns and connected thousands of estate plans. This experience has led Advanced Tax Group to achieve the very best experience for our clients on their wealth protection and preservation journey.


Contact info

4.9

Excellent

TrustScore 5 out of 5

127 reviews

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Rated 5 out of 5 stars

One on one with Lara

Lara took the time to talk to me and go over all my documents and any questions I had. She broke everything down and explained everything so clearly. Thank you Lara Merten.

4 March 2026
Unprompted review
Rated 5 out of 5 stars

Lara was an absolute pleasure to work…

Lara was an absolute pleasure to work with. She demonstrated exceptional patience, deep knowledge, and a warm, attentive approach that made the entire experience truly enjoyable.

23 February 2026
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client experience!

Rated 5 out of 5 stars

ATG.

Lara did a wonderful job answering all my questions. Very knowledgeable!

19 February 2026
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client experience!

Rated 5 out of 5 stars

Welcome information

It was reassuring to know that we have a lot of backup while starting a new business It was a pleasure to talk to the representative.

16 February 2026
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client experience!

Rated 5 out of 5 stars

Lara / ATG provides excellent customer support

Lara with ATG provides excellent customer service. She asked smart questions to provide most accurate and thorough response. I’ve had a great experience with both the entity formation and tax group services. Highly recommend ATG.

10 February 2026
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client experience!

Rated 5 out of 5 stars

I truly appreciate Jannifer assisting…

I truly appreciate Jannifer assisting me with my first LLC, and the cost that I didn't understand she explained to me what I didn't understand about an LLC and I truly appreciate her kindness, her understanding and most of all her personality, she made it make sense to me, her patience were awesome toward me, I'm crawling and she's holding her hands to me in way that I had calmness and peace within myself to move forward with this LLC. I truly thank GOD chosing Jannifer to assist me at that moment and time, it was a stressful moment for me, But GOD chose Jannifer for his child Louise. LORD Thank You for your daughter Jannifer, and Jannifer I thank you I will not for get you you made what I though was hard easy, you are a rare gem, and To GOD I give all the Glory, Honor, and Praise. GOD bless you Jannifer, and always keep GOD first in your life Amen. GOD IS LOVE, and LOVE IS GOD.

Louise Wilson
"It's not the position that does the job" "It is the person in the position that get the job done".
Inspired by GOD
Written By: Louise Wilson

6 January 2026
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Hands on and tailored guidance

Impressed with the hands on guidance and tailored advice this team has provided on a number of very different, complicated topics.

10 November 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Interacting with Lara

The easy and understandable way in which Lara communicated. She anticipated many of my concerns and addressed then before I posed the question. She referenced discussion points from are last call to find where I was and if I felt comfortable with the process. And finally she was enjoyable to talk with.

13 October 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Very helpful

The tax aspect of having a business was overwhelming for me but ATG really makes it simple for me to understand and they very helpful with any questions I had.

2 October 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Ryan really knows his business

Ryan really knows his business! Answered all my questions clearly and left me feeling much more confident about the entity setup process. Also lots if good tips on next steps.

27 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Ryan was super transparent and helpful…

Ryan was super transparent and helpful with the Welcome Entity webinar. We learned a lot and will continue to work with his company.

27 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Great service

I spoke with Lara and she was absolutely great! she helped me a lot with the implications of having an LLC

15 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Trusted, Kind & Understanding

My wife & I appreciate the knowledge & experience of the team @ Advanced Tax Group especially from Tom Cantrell & Mandy Nelson in the filing of our 2024 Federal & State Taxes along with our Form 1065.

15 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Ryan and his team at Advanced Tax Group…

Ryan and his team at Advanced Tax Group are absolute lifesavers. I went from staring down fines with books that weren’t even close to correct, two weeks away from a deadline, to being fully filed before the cutoff. In just days—not weeks or months—they cleaned everything up, categorized my books correctly, and gave me the peace of mind I’ve been chasing since starting my business.

Their knowledge of real estate investing is unmatched, but what really sets them apart is their communication. This is the level of responsiveness and clarity I’ve been searching for my entire time as a business owner. On top of tax prep and bookkeeping, they go the extra mile with classes, training, and tools to actually help you run your business—not just file paperwork.

The stress they’ve taken off my shoulders is impossible to measure, and I couldn’t be happier. Ryan himself is top tier—absolutely amazing to work with.

15 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

ATG has been my go to for entity…

ATG has been my go to for entity structures for several years. You can get an entity set up just about anywhere these days. However the other companies usually doesn't explain the strategy or what you should do instead of what you think you need to do. They are like order takers at a drive through restaurant. ATG is like fine dining. They explain what you should do and how to pair it with other things to make it better.

11 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Working with ATG is like working with…

Working with ATG is like working with the dream team. they got your back all the way, always available to help you, very personable.

11 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

Rated 5 out of 5 stars

Grateful to work with such a competent…

Grateful to work with such a competent team. They answered questions and clarified things that I was not quite understanding in a way that made me feel very comfortable with the end result.

9 September 2025
Unprompted review
Advanced Tax Group logo

Reply from Advanced Tax Group

Thank you for your feedback! We take great pride in providing the best Client Experience!

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