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Lotus Financial Partners

Lotus Financial Partners

Reviews Summary

Lotus Financial Partners receives overwhelmingly positive feedback, with most reviews praising their expertise, professionalism, and personalized service. Clients highlight exceptional tax preparation, retirement planning, and financial guidance, often describing the team as trustworthy, knowledgeable, and attentive to individual needs. Many express strong recommendations due to clear communication and confidence instilled in their financial decisions. A single negative review mentions an error with tax refund routing, but this appears isolated amid widespread satisfaction. The consensus emphasizes reliable, friendly service that builds long-term client trust.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Remote Services

Contact Information

Address

11 Scott St

Monroe, Michigan 48161

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

The team at Lotus is second to none. Not only do Jamey and Dave handle my personal retirement I also trust them with my employee retirement benefits and tax planning. Once you sit down with them you know right away you?re in good hands. Cannot recommend enough!

I can't thank Jamey and David at Lotus Financial Partners enough! They took the time to create a free, detailed financial plan for me that gave me the confidence I needed to finally retire. Their professionalism, expertise, and personal attention to my needs made all the difference. They walked me through every step of the process, explaining things in a way that was easy to understand, and they truly made me feel like they had my best interests at heart. Thanks to their guidance, I now feel secure and prep

Best experience ever getting my taxes done and setting up my retirement plan. Extremely friendly staff! Jamey and David are amazing! Definitely recommend trusting them with all your financial needs!

I recently had the pleasure of having my taxes prepared by Lotus Financial Partners, and I couldn't be more impressed with their exceptional service. Their team of tax professionals are very dedicated and attentive to what they do. I highly recommend Lotus Financial Partners to anyone seeking top-tier financial services!

David and Jamey handle all of our retirement investments. If I were to describe them in one word it would be TRUSTWORTHY! My husband and I are both retired. They are helping us make the most of what we?ve spent years accumulating to take care of retirement. We value their advice and concern for us! We HIGHLY recommend them!

If you are looking for a company that is trusting, gets to know who you are and works with you towards your financial goals this is the place. Great communication. Highly recommend.

Jamey was able to answer all my financial questions in a quick and professional manner. He was easy to talk to and provided me with excellent service. I would highly recommend Lotus Financial Services.

After experiencing a life changing event, Jamey took care of all my financial needs regarding investments and my future. I am grateful for his knowledge and I now feel secure. Thank you!! Highly recommend!!!!

David and Jamey are on point. They helped me with both my taxes and financial goals.

Jamey was such a great help. He is so knowledgeable and knew exactly which direction to guide me in as far as my finances. He answered all my question's. I wouldn?t trust any other company !

I?ve been going here since I started working when I turned 16. Will always recommend it! ??

David and Jamey really helped me understand my financial goals and needs. Highly recommend Lotus.

My name is Frable not Gibson. Gary put my exes bank information on my return even tho I paid him with a check and said that's where I want my refund to go. I went round and round with him and the exes bank till Gary finally wrote me a check. I called yesterday morning and he assured me it was taken care of and my stimulus check would get mailed to me. Well didn't it went in the exes account. Which my name was never on. Gary claims that account number was on our previous taxes which im sure it wasn't.

Gary was very knowledgeable and professional with preparing our taxes. Very happy with Lotus Financial and will definitely go back!

I had a wonderful experience working with Jamey and David.

Gary is top quality for any financial needs you may have I have been consulting for years and never been let down! Go to him for anything!

Gary always does a great job & his staff are friendly and helpful.

Very professional and friendly

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.