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Tradewell Tax & Financial

Tradewell Tax & Financial

Reviews Summary

The reviews present a mixed consensus. Many praise the company's professionalism, expertise, and caring approach, particularly for retirement planning and financial services, with several highlighting long-term satisfaction. However, negative reviews cite misleading marketing, poor treatment of employees, and abrupt client dismissals, creating distrust. The majority of ratings are positive (5-star), but the critical feedback raises concerns about transparency and client relations.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Healthcare

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
Healthcare

Contact Information

Address

130 W Main St #100

Fort Wayne, Indiana 46802

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options f

I came to Tradewell on the recommendation of a good friend of mine who sent me a couple of their articles on managing risk and planning for inflation in retirement. I'd always been more of a DIY guy when it came to managing my money and planning for retirement, but I figured that there were probably a number of things that I was overlooking so I came in and talked to the good people at Tradewell to make sure I was on track. Well as it turns out, there were a number of fees associated with some of my mutua

My family has worked with Tradewell for many years. The entire Tradewell team is considerate and professional. Mike Albertson is a a true expert in his field. We look forward to a long relationship with him and his team.

My experience with Terry was absolutely horrible. After our two hour meeting to review my taxes, he told me he would go over my information and get back to me that afternoon with the results. He called two hours later and asked if I was recording our conversation. I told him I had no reason to and that I was not recording it. Then he told me he didn't want to do business with me. When I asked for a reason why, he told me he could not do my taxes for the rate he quoted me. Fine. I then asked how much he woul

Last year tax preparation was great, confirmed our own results. But because we chose to delay our financial journey with this company, they dropped us as clients to do our taxes this year. Beware

Got a mailing from Mike. It looked like a tax form. You know, the mailer you get with perforations on the side you folks and year off. Then you unfold expecting a W-2 or one of the 1099 forms. Was actually a come on for a "free" meal you actually have to pay for by listening to his investment seminar.

I have worked with Mike on several occasions and feel very comfortable doing business with him. If honesty and integrity is important to you then look no further then Mike and his team.

I can?t thank you enough for securing my retirement. Thank you Mike and Staff for treating me so well. Tim bakes the best cookies!

They are some of the greatest people to work with and I trust them 100%!! They really care about you and they are always there to help you. They are a first rate company!!!

Very professional organization. Really felt at home as soon as I walked in the door. Would recommend these guys to anyone.

They treat their employees horribly!!!! They lie and are not trustworthy! Stay away!!!

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.

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