Redpoint Financial Group | CPA

We had the pleasure of working with the head of the Tax department at Redpoint Financial Group and were thoroughly impressed. His depth and breadth of knowledge were evident from the start, and he provided clear, thoughtful guidance that made a complex process much easier to navigate. It?s rare to find someone so well-versed and professional, and we felt confident in every step we took with his help. If we ever have tax-related questions or needs in the future, we will absolutely be turning to Redpoint agai

My partner and I worked with Redpoint to get our personal taxes done. They were very friendly and communicative right from the beginning and we felt confident in their thoroughness and accuracy. Would highly recommend. They made the whole process so easy that I didn't worry about taxes at all this year.

We have used Red Point for our tax prep and filing the last three years. They are responsive, thorough, and affordable. Never had any issues and they take the stress out of tax season. Highly recommend.

I recently started using Red Point Financial Group and have to say I'm impressed. They've made the process of handling my business and personal taxes very easy. I would especially like to thank Matthew Pietz for all of his help! Thank you!

I just had a very positive experience with Redpoint Financial Group. I met with Zachary Pietrocarlo who was extremely helpful, informative and patient in answering my questions related to the new LLC I just set up in Colorado. I intend to use him and Redpoint for my future accounting and tax-related needs.

My wife and I have been using Redpoint financial services for over 5 years now with our business and personal accounts. The customer service is exceptional and if I have any questions either Jeff, Chass or one of their staff are quick to respond. They are easy to work with and the work is always done right.

I can't say enough great things about Jeff, Chassity, and their amazing team of people at Redpoint! Truly a great business that cares about their clients and always delivers a stellar work product. They are all extremely responsive, work all hours of the night to get taxes in on time, and are just great people to work with. I highly recommend them to anyone looking for a knowledgeable and diligent firm!

Even though I have never met Jeff or Chassity I know they are are good people and work diligently for your clients. Redpoint Financial Group came highly recommend from two very close friends that I go back more years than I?d like to remember sometime with those guys! Jeff pick us the phone anytime I call him, and always has meaningful conversation and thoughts, even when I completely blindsided him with my questions. Looking forward to continuing to grow our partnership!

I met Jeff Sherman and his father a couple of years when my business outgrew my bookkeeper. We needed a full service CPA firm with payroll capabilities. Not gonna lie, I was afraid that Jeff would decline me as a client because I was, and my bookkeeping was, such a hot mess! But, Jeff and his team have been AMAZING to work with. They are prompt, easy to access, quick to respond, understanding, and SUPER patient. They have been able to organize my financials and give me more business advice than any bu

Jeff & the team at Redpoint Financial Group are hands down the best! We had an unfortunate past of dealing with bad accountants and now that we found Redpoint we are NEVER leaving. They are very attentive, extremely knowledgable and are always helping to ensure we are making the best informed decisions when it comes to our business & personal finances.

I currently own a company where we advise and actively invest in other small businesses. As a result, we create a pretty complicated web of various investments and controlling interests. Redpoint (and Jeff Sherman) have done an incredible job of juggling many different types of investments and entity structure. Jeff does a great job of staying on top of the details but always keeping the big picture in mind for our parent company and for me personally. He and his team have done such a great job managing acc

We have had several accountants over the past few years and finally found one that we think is amazing! Everyone we have worked with at Redpoint has been professional, knowledgeable, friendly, and responsive. Jeff has given us advice that saved us thousands of dollars in taxes. They are not the cheapest, but I promise they more than make up for it in tax savings and advice. Highly recommended!

I was in desperate need of some tax help and a friend recommended Jeff from Redpoint Financial Group. I reached out and got an immediate response. I knew doing my taxes this year was going to be an arduous task and Jeff took everything and made it easy. He was responsive, professional, thorough, and friendly. I feel confident that my tax preparation was in good hands and I would definitely recommend his services!

As a small business owner, I absolutely love working with Redpoint Financial Group! Working with Jeff as I was opening my business 2 years ago was great. He went above and beyond with any and all questions I had. In the last 2 years I've worked with other staff members who are all incredibly knowledgable. I highly recommend Redpoint Financial!

Jeff Sherman and Redpoint Financial are by far the best tax firm I have ever worked with. Their work and results are the best I've experienced. Above all else, their attention to detail and client services speak for themselves. I've recommended Redpoint Financial to various people, all of which have the same experience. Thank you!

I found Redpoint Financial Group a few years back when I was searching for someone to help me with my small business. I was just starting my company and was very anxious about the financial side of thing. Jeff and his team put me completely at ease with their vast experience and incredible attention to detail. Redpoint allows me to focus on my work, not having to worry about the financial side of things, knowing that I am in good hand. Redpoint's communication is impeccable, I always know exactly where I st

High West Electric has been working with Redpoint for more than a year and in that time they have been an invaluable partner in our growing business. Jeff Sherman and his staff are very knowledgable and responsive. We'd highly recommend Redpoint Financial Group to any small-to-mid size business!

I strongly recommend Redpoint Financial as anyone's CPA/Tax Planner. Jeff, Connor, and the crew at Redpoint have completely shifted my tax strategies and made me feel immensely taken care of. I'm an entrepreneur running a small business and for me, tax planning & prep is something I never want to spend time on. I trust their advice implicitly and after inheriting me from a truly mismanaged tax background, they righted the ship within one tax cycle and have allowed me to accomplish a lot more with my plannin

My accountant passed away unexpectedly while preparing my taxes. I was shocked, but needed to find someone who is knowledgeable, easy to work with, and able to work quickly. After talking to friends and checking in with a few colleagues I found Redpoint Financial. Chas asked questions in a conversational way addressing my needs and making me feel at home. The conference call with my consultant was informative and allowed me to ask questions to get answers on the new expenses I had this year. I got the

We have been very happy with the tax services provided by Jeff and his team at Redpoint. They were thorough, prompt and offered excellent customer service! We have recommended them to several friends and family.

Jeff and his team have done a fantastic job for us. They provided wonderful, prompt service and offered valuable guidance when applicable. We highly recommend Redpoint Financial Group and have referred them to many friends and family.

I own a restaurant in Denver and use Redpoint for both my business and personal accounting practices. Jeff, Caleb, Jenna and the whole team are very knowledgable, personable, and easy to work with. They always have our best interests in mind as both a business and individuals and are more than willing to walk us through anything we have questions about. In addition, they are easy to get ahold of and prompt to return calls or texts, which is especially important for some of our more time sensitive issues, li

We contracted with Redpoint Financial to help with the bookkeeping and financial reporting for our church in early 2019. We could not be more pleased with the services they have been performing for us. Josh provides the elders with monthly reports that are easy to read, and they allow for a quick assessment of our financial position. He guided us through the PPP loan application process, and recently helped us through our annual financial review. The independent accountant who performed that review stated t

Jeff is wonderful! He wasn't our CPA but our estate planning attorney recommended him for more complex situations and to get his guidance. He responded within hours and coached us through all the considerations. We are switching to him for everything going forward.

I've had a great experience with Connor Finley at Redpoint. He's always responsive, lays things out simply for me, and has helped me tighten up small business! I highly recommend Connor and Redpoint if you've got a small business that you need some guidance in your bookkeeping and taxes.

Jeff and his team are valuable resources for our business. Jeff is filled with knowledge about tax-law and business strategy and does a great job at teaching, which has helped me make informed decisions. HIGHLY RECOMMEND Jeff and his team at Redpoint

Jeff at Redpoint offered expert advice related to structuring my business and optimizing my tax burden. I was very satisfied with his answers to my questions and impressed by his ability to make complex tax issues understandable. I will definitely turn to Jeff and his team for help in the future.

I found myself in need of an accountant for my LLC and personal taxes and am so thankful I was referred to Redpoint. Jeff and Chassity took such great care of me from day one. They took their time to educate me on taxes for the LLC and paid a lot of attention to detail with my tax returns. A big plus was being able to give back to a family owned business. Professional, knowledgeable, affordable, trustworthy. I have referred a handful of friends, family and colleagues to them. I look forward to working wit

I could not be happier with my decision to use Redpoint Financial Group for my 2017 taxes. I have been preparing my own taxes for many years, and 2017 my tax situation changed, so I decided to try Redpoint for tax preparation. Jeff Sherman and Jenna Eliassen were a pleasure to work with, and my taxes were done in a professional and timely manner. I plan on using Redpoint in the future.

We have worked with Redpoint Finance for over 7+ years and consider the entire team a strategic partner to our continued success. They are timely and very knowledgeable. Willy Beumer - President - Dutch Car Wash LLC

I had a great experience working with Chassity, Jeff, and Alyssa this year. Although it was just a personal return they still took good care of me. Jeff and Chassity walked me through everything on the initial phone call and were very helpful. Alyssa worked through my return quickly and kept in touch with me along the way. Definitely will recommend them to others!

After several bad experiences with other tax accountants, and with an extremely complicated personal tax return this year, I was thrilled with the job Redpoint Financial Group did for me. They asked good questions, found additional opportunities for deductions, and got a big job done on time. I highly recommend them.

I had a few tax questions that I brought to Jeff close to the tax deadline. Jeff was attentive, knowledgeable, and broke everything down for me into information that I could easily understand. I would recommend Jeff and Redpoint Financial Group without hesitation for any tax or payroll needs.

Really enjoyed working with Jeff and the team at Redpoint. Most importantly, they demonstrated strong expertise with my tax situation particularly with short term rental income and expenses. Looking forward to working with them again for next year.

Redpoint is a professional and knowledgeable team that truly cares for their clients. They know what they are doing and are always up to date on all tax accounting matters. I never worry about our taxes because I know they have it handled.

If you need financial advise, look no further. Jeff of Redpoint Financial Group was extremely helpful with my financial guidance. He was completely knowledgeable, professional, and courteous. It made tax filing a breeze. Thank you all!

Jeff took the time on multiple occasions to answer questions and really walked me through some processes when considering a small business. I really appreciated his willingness to help out quickly and thoroughly. I will definitely be using the services of Redpoint and Jeff again!

What's great about Jeff and his team is how they can help with the full spectrum of financial services - from high level strategy to reconciling Quickbooks. It's done in a professional yet down-to-earth way that brings a great sense of comfort with and confidence in the services provided.

Red Point is purely great! Everyone there seems to genuinely care about you and your needs and they always make you feel like you?re the only client they have. Their knowledge and explanations are top notch and they never talk down to you no matter how simple your question may be. Jeff and Patrick - THANK YOU!

I highly recommend Jeff and his team - they are excellent, very responsive, flexible and professional. They have been doing our taxes for years and we have a lot of forms and different investment types. They make taxes stress-free.

Jeff from Redpoint Financial Group has been a great asset to our business! Jeff has been extremely professional and has been proactive in providing solutions to accounting/financial hurdles as we grow. Thanks Jeff!

"I really welcomed Jeff's professional knowledge, and his personable demeanor. The entire team at Redpoint Financial is extremely knowledgeable, approachable, and always communicate openly to ensure I understand, and feel comfortable with the process. I am extremely comfortable recommending them to anyone."

Redpoint has the best staff - they are so knowledgeable, easy to work with, and on top of their game. I'm so happy to have them found them and trust them with our personal and our business taxes.

Jeff and his team did a great job. We had a complicated return this year and Jeff knocked it out of the park. His team was very responsive and got us the answers we needed. I only wished we would have used Redpoint sooner!

I had a really unique question about my MCC tax credit and couldn't find a company for the life of me that knew how to answer it. So thankful that I came across Redpoint because I finally got to the bottom of it. They were incredibly responsive, knowledgable and easy to work with!

I have multiple entities with many moving parts which comes with a complex accounting and tax situation. I have had a handful of well recommended CPA's over the years and Jeff and his team are by far the best, most detail oriented people I have ever dealt with. Thank you Jeff!

Jeff and the team are the best and very consultative. We hoped on a call, I explained our situation which I thought was somewhat complex, where he quickly guided me through what we needed to do without fees or paying more than we needed to. I?ve already recommended them to my friends and will be using them for years to come.

I needed tax prep for my real estate business and Aaron did an amazing job walking me through the whole process and providing comprehensive planning advice. I certainly feel like I will be more prepared in the coming years and trust in his guidance!

This year was my first year using a CPA and I couldn't be happier I did. I not only better understood my taxes but RedPoint educated me and helped me better prepare for next year. I highly recommend using this firm. I know they have my families needs in mind.

Jeff and Jenna are professional, efficient, friendly, and relatable. They walk you through the entire process, from start to finish, and set clear expectations. They make Tax Season easy and stress-free!

I've worked with Jeff and his team in a variety of settings throughout the years and have always had an excellent experience. They are straight forward, honest and open to explaining things that are complex in simple terms. I couldn't recommend them more highly.

Jeff and his team have been great tax accountants- proactive, thorough, and easy to work with. Highly recommended.

I have had a great experience working with Redpoint in starting my small business. Very friendly and approachable.

Professional, knowledgeable, and did our return in a very quick timeline! Thank you!

Very knowledgeable and easy to talk to regarding my business accounting needs

Our business loves with Alyssa and the team at Redpoint!

Excellent customer service, attention to detail.

Very knowledgeable, helpful, and friendly!

I talked with Zach about me moving back to Europe and His help was precious. He was very clear and so helpful regarding what I should do regarding taxes and assets. Thank you again Zach for your help & kindness.