Winters Financial Group

We have done business with Winters Financial Group for several years. Andrew's knowledge of tax preparation is outstanding and always very professional. Everyone there has always helped and guided us with any questions we have had. Kelly is always very pleasant and directs us to who we need to speak with. Meagan guided us through an IRA transfer, Ian has spoken to us about Medicare plans, and Jamie helped us with questions as well. We highly recommend Winters Financial Group. :)

Have had a great experience working with the Winters Group. Andrew and Jamie have been very helpful setting our business up in an S Corp. They have been professional always getting back with us in a timely matter. Highly recommend this Company. Thanks Andrew and Jamie.

Andrew has handled our family tax preparation for a couple years now and has been a pleasure to work with. He even advised us on healthy financial practices and how to prepare for the following year's taxes. Very professional, easy to work with, and I highly recommend his services!

Our new business just prepared its first year of taxes with Andrew. He was so patient and helpful in guiding us through uncharted territory. Thankful for his expertise and knowledge. Our business is better prepared for the coming year!

My husband and I are so happy we found Winters Financial group. From the time of the first contact it has been a great experience. Allison is very responsive with communications and Ian was awesome to work with. Ian assisted us with financial advising and tax preparation. The office location is great and they even have Saturday appointments during tax season which is very helpful! We look forward to working with Winters Financial this year and in the future.

Andrew's expertise in accounting and taxes has been instrumental in steering our business towards success. His attention to financial details ensures our company stays on track. With Kelly's referral, we discovered Andrew's proficiency, and it's been a game-changer.

Andrew at Winters financial is amazing . He really knows his numbers!!! Big shout to the secretary, Kelley, for all her hard work and bubbly personality. A+

I have been working with Ian for several years now on tax returns and he is great to work with. Super responsive, non-judgmental, extremely knowledgeable, professional and welcoming! I also appreciate the efficiency and quality process that Winters Financial Group has in place and works under. They get it right the first time! I highly recommend WFG and Ian Clark!

Working with Winters Financial has been a wonderful experience. Ian Clark is extremely helpful and he does everything in a timely manner. He explained the process very thoroughly and made it rather easy for me. He is very kind and he is excellent in his field of work. I will be recommending him to my friends and family. Thank you, Ian!

Greg and I have always had great customer service! Ian always makes us feel welcome and keeps things professional while making us feel like old friends. Ian does an awesome job for us and we so glad that Kathy Sparks recommended us to your group several years ago when we were looking for a tax advisor/preparer! The whole staff is wonderful!!

I cannot say enough positive things about working with Winters Financial. Ian Clark was incredibly helpful both in navigating estimated taxes for an inheritance and filing my regular 2020 taxes. I am so appreciative that he took the time to actually explain things to me. The flexibility to schedule an appointment on a Saturday was also a benefit. I recommended Winters Financial and Ian to several family members and it was nice to hear that they all had the same exceptional experience as I did. I look forwar

Working with Winters Financial Group was a great experience overall. The thoroughness and quick engagement from their staff helped me understand exactly what was needed from me to make the process quick and painless in regards to taxes. The entire staff is extremely knowledgeable and professional. I would highly recommend Winters Financial Group to anyone looking for help with any of their financial needs.

Ian Clark help us with our taxes this year and we are so happy we found him. He helped us with inheritance and tax filing. We didn't know where to start with it and he made sure we were up-to-date on filing and paying on time. It was nice that he was able to see us on a Saturday because my husband works during the week. We would definitely recommend him to everyone!

I have worked with Winters Financial Group for a number of years and have always found them to be very friendly and professional. I have worked with Ian Clark the past three years and have experienced the same professional and courteous attention. I feel Ian provides not only good tax service but is always looking for opportunities to reduce my tax burden. Thank you! to Ian and the entire staff.

Bob, Rob, Andrew and Allison are all so great with customers! They are responsive and go the extra mile to make sure all your concerns have been met satisfactorily. The entire team is exceptional at their respective roles. It?s an easy process with them. I would definitely use them again!

I met with Ian for the first time this year. I was so happy to have found him. He is friendly, knowledgeable, professional and made me feel very at ease that he would be preparing our tax returns. He has a wide knowledge of everything tax whether it was closing out our business, our farm or personal circumstances. Highly recommend Ian to anyone looking for a great tax professional!

Prompt, thorough, and makes the tax preparation comfortable. Everyone in the office is friendly. Thank you, Ian for your solid work and making tax season so much less stressful for our family!

Very pleased with Ian's service over the many years we have used Winters Financial group. They make taxes an easy and relatively stress free process. Megan and Kelly have also been extremely helpful as well. Recommend their service.

We had our annual appointment with Ian Clark this morning. We've trusted Ian with preparing our taxes for several years. He understands the ins and outs of Ag business finance and has always been able to explain them to us in a way that makes sense. He's very personable and even takes time to interact with our daughter. This year was certainly different with COVID restrictions in place. The office took every precaution to keep everyone safe.

Andrew is amazingly tax knowledgeable and provides incredible advice. Allison is simply the best with customer service and personality! I can absolutely guarantee they will do the best for you, whether it is individual help or for a business. Top notch people!

Wonderful firm. I have been using my accountant for at least 15 years and Jolee is amazing. My taxes are very complex and she takes the time to go over everything in detail and answers all of our questions in a professional and timely manner. Everytime I call the office I am cheerfully greeted. Their office is welcoming and bright and easy to find.

Winters is a great group to work with! I especially enjoy working with Jamie for our payroll, and other accounting needs. I look forward to chatting with her on payroll weeks. All my concerns are always addressed promptly and explained thoroughly. Jamie pays great attention to detail, and is very knowledgeable, which helps tremendously in our day-to-day business.

Winters Financial Group has helped with my family's taxes for a long as I can remember. They have a small town feel, and are extremely responsive. They have all the knowledge of a well-renowned financial group. Andrew has helped prepare my family's taxes, our business taxes, and helped with other personal financial investments. Also, the staff is very friendly and helpful!

We have been customers of Winters Financial Group since the 1980's starting out with Bob himself. I cannot say enough good things about that organization. They are all so customer oriented and professional. Bob introduced us to Michelle and then we moved to Susan and the last few years , Ian has taken care of our tax preparation. Ian has continued their tradition of skillfully answering all my questions with lots of patience. Somehow, he makes getting your taxes figured a good time. We share a lot of

The Winters Financial Group team has provided my husband and I with responsive, professional tax preparation services and financial advice for over a decade. In addition to top-notch financial services, the customer service is remarkable: the entire office treats us like family. We have shared our satisfaction with several friends and family members, who have since transferred their financial needs to WFG. Thankful to have Andrew, Ian, and the rest of the team supporting our financial future!

Jolee felt like a family friend after our very first visit. She made me feel so comfortable with all my questions. The office staff is friendly and goes above and beyond. Super happy and totally recommend!

Our tax accountant of 10+ years recently retired, and I was looking for someone to prepare our taxes. We've tried the national tax places in the past, but they were expensive and did our taxes wrong. I called and was able to get into Winters Financial Group right away. They were knowledgeable, professional, and reasonably priced. I like that the are local, family owned, and that we will be able to keep our records with one place year after year.

Great people. We have worked with three generations of this family. They are truly our partner in all our tax compliance and preparation needs. Andrew Winters works to keep us informed and is always glad to look for the best solutions to our tax issues.

I had an absolutely fantastic experience with the Winters Financial Group and especially Allison. She was so helpful and kind. I even found out she's a volleyball player! Close to my own heart. I'll just say, if she's half the volleyball player as she is a front desk assistant than I definitely want her on my team!

My company has been working with Winters for over 20 years. They never fail to deliver top quality, professional help and services. Great people that always have time for your questions and requests. Jamie and Jolee are a pleasure to work with.

I love Winters Financial Group! Ian is fantastic and very personable. I like his personality and we get along so well. We may only see each other once a year but it's always a fun experience!

First of all I?ve dealt with Jolee for many years now and every year she makes my tax season stress so burdenless. I was just in the other day to have my taxes done and Jolee did such an amazing Job getting everything in order and finalized. it made my entire week knowing I had it finally done and the fantastic service she gave me. She?s always very honest and knows what the laws and rules are and having someone you can trust is a fantastic thing but I love Winters CPA. Wouldn?t go anywhere else.

Andrew and Kelly were the most helpful and efficient people I've ever dealt with. I'm extremely happy with their service, 10/10 would visit again

Winters group is very attentive and professional. Andrew made sure I got a better return than turbo tax ever could have. He is so knowledgeable and thorough. Well done guys.

For over 30 yrs. Winters Groups has been taking care of Me & my Wife's personal and business needs. We are always treated like family and we are pleased to have the new office here in Greenfield! Many thanks to Andrew & Jamie, We greatly appreciate all that you and your staff do for us.

My experience at Winters Financial Group has been Exceptional.I love to see smiling,friends when I walk in the door! Kelly at the the front desk takes time to make you feel at home and that is something I admire.I would refer anyone to this family business.Job well done on making Winters Financial Group a lasting part of our business and am grateful for your services!

Thank you to Ian, and team. We always get terrific service and timely advice. We have been with Winter's Group for many years and we relied on their knowledge of tax and financial affairs during that time ... A+.

We have been having Winters do our taxes for over 30 years! We are so happy that they have moved to Greenfield but didn't mind the drive to Carthage for the knowledgeable, professional, and trusted service they have provided. Every staff member has always made us feel welcome when we come to the office. Andrew and Jamie keep our annual, payroll and business taxes all in order!

Winters Financial Group can help you take your business to the next level! I enjoy working with Andrew because he is well informed with up to date information, professional, and super efficient. Winters is an elite group that offers exceptional service.

My family has worked with the Winters Financial Group for years, and I have personally worked with them since graduating college and beginning my professional career. During that time, they have been so great in helping with planning for my future and achieving my financial goals. I highly recommend them, especially as you begin planning for the future.

I have used them for my taxes and converting my 401(k) to a Roth IRA and helping secure my future. They have always been fantastic and readily available to answer any questions and offer advice. I highly recommend anyone on the team, they are all fantastic.

Winters Financial has been a great help to us! Taxes are always done in a timely manner and a professional way. Kelly Saunders exudes the utmost professionalism every time I call or stop by. She is amazing!!

I have seen very few administrative assistants with better rapport with clients and colleagues than Kelly Saunders. She genuinely and sincerely cares about "her" clients. Kelly is blessed with a very pleasant personality and a great smile that is endearing to all. She is respectful of others, and always willing to listen. I would highly recommend Kelly Saunders receive a 5 Star Review Dr. John R. Wittkamper

Winter?s has taken care of all of our tax and financial needs for 42 years. Excellent and professional in every way! Jamie Trautmann as well as all the employees have always been very responsive to all of our questions . Great group!

The level of service and knowledge at Winters CPA is top notch. Megan and Andrew have helped file my taxes for the last 4 or 5 years and always does a outstanding job. Whether it is a simple tax return or help with diversifying investments, you can't go wrong working with Winters CPA Group. I would HIGHLY recommend them!

Wow what fantastic service! Every associate at Winters is the best in the business! It is a relief to have them explain taxes in such a simple way. They really are the best CPA firm you can ask for with the friendliest and most compassionate people who work for them!

Ian has worked with us to make completing our tax returns seamless and efficient. His guidance has helped us make sound decisions for our business and allowed us to grow. The staff at Winters is polite and helpful with all our tax and accounting needs.

The entire Winters Financial Group works extremely hard to assist clients with choosing the best financial planning options for each individual. Kelly is usually one of the first people you meet and always, always has a friendly smile and makes you feel confident that you?ve chosen the right financial planning office. (5 Stars)

Ian Clark made me feel completely comfortable and the whole experience was painless. My appointment was short and to the point. I was in and out in a brief period of time. The office was quiet and uncluttered and the staff very friendly.

I enjoy seeing Ian each year to due my taxes because he is professional, explains things to me, if I have questions. He is very knowledgeable , and courteous. It feels like going to a family business because everyone makes you feel like you are family.

Ian Clark has been preparing my taxes for several years. He's willing to contact my bank or accountant if additional Information is needed to complete current year taxes, and provides suggestions for future savings. If you are looking for someone in Greenfield to prepare your taxes I would recommend Ian Clark with Winters Financial Group.

I am so glad I chose Winters Financial Group. Special thanks to Andrew and Kelly for all their help and knowledge! It is much appreciated! Highly recommended!

I've worked with Ian Clark of Winters Financial Groups for years. Ian along with everyone associated with Winters have treated me with the utmost professional respect. I truly appreciate how they have paid such close attention to every detail and aspect of my farming operation and financial planning.

Everyone at the Winters Financial group is incredibly helpful and they make everything with my taxes and finances so easy to understand. It?s also very convenient that I can file everything digitally and check the status of my refund on their website. I definitely recommend their services!

Andrew is extremely knowledgeable and offers great insight - with patience. His staff has been quite gracious, professional and enjoyable to converse with. I would highly recommend this Financial Group.

We are very pleased with the personal and friendly service from everyone we work with at Winters CPA. They are very prompt to get back with us. They take a lot of the worry away from me. They remind me when things need to be filed and paid and it helps me tremendously. So thankful that they moved closer too that is an added bonus. Thanks, Kim

Ive been having my taxes done here for the last few year. Super easy to upload documents, communication is fast and easy and their security and verification process is great. This isnt your Turbo Tax buy at the store tax prep. Real people dedicated to getting your taxes done right. Great business

We have used Winter's Financial Group for several years now and they are always very friendly and helpful whenever we have a need here in our office. They are very professional and are quick to respond whenever we call with a question. They help us with all our tax needs and always get everything to us on time.

We moved our business to Winters Financial in 2019, and it?s not an exaggeration to say that we owe our financial success in part to their expertise and advisement. At the conclusion of 2019, I was switching our entire payroll over to Winters - while in the midst of the most stressful few weeks we?ve ever had - both for our business and family life. This, while concluding the busy holiday season - and being struck down as a family of five with the stomach flu! There is something to be said about doing busin

Winters Financial Group is top notch. They're always responsive, helpful, and their work is second to none. Highly recommend to anyone looking for a financial services firm who genuinely cares about their customers.

Jolee has been doing our tax returns for years. She is extremely knowledgeable, helpful, and very professional. We feel so fortunate to have her as our trusted advisor.

Winters Financial Group is hands down the best in the business! The whole team is super friendly, knowledgeable, and timely. We work with Andrew and he is an accounting guru!

These guys rock! Andrew and Jamie have been extremely helpful as I'm navigating the waters as a new business owner. It feels great to know that I've got a "go to" when it comes to anything finance related in my business.

The staff at Winters Financial are quick to respond, professional and extremely helpful. I had not done a filling for the family business previously. The staff walked me though all that was needed, answered questions in a timely manner and were kind and courteous with every interaction.

We hit the jackpot when another farmer recommended Winters Financial Group for our tax planning and payroll needs. This multi generational business is passionate and exceedingly knowledgeable about their field, especially when it comes to the intricacies of farm taxes. Andrew and his team are an indispensable part of our small scale farm's success.

Winters CPA Group has been handling my taxes since 2016 and I've had an excellent experience each year. With the purchase of our first home, birth of our first child, then sadly the passing of my husband, all in 2015 - my tax preparations were going to be, no doubt, complicated. I came to know Drew and Meg through mutual friends and they actually approached me to offer handling my taxes that first year, to ease at least one burden, during a very difficult time; they are kind and generous people, and I've be

Andrew has helped us greatly, he's assistant Kelly always has a smile and has been extremely nice and helpful

Andrew is a top of his class professional in everything he does. You will receive great service and understand your finances in a much deeper way. I highly recommend!

Ian Clark and Winters Financial have been Excellent! Always knowledgeable, prompt, friendly and professional. We have used them for 15 plus years.

I cannot say enough great things about Winters Financial Group. They've done my accounting, my parent's accounting, and even my grandparents accounting! I think something like 60 years in business at this point! That really says a lot about their integrity and competence.

Ian is always very helpful. He explains our options and we never feel rushed during our appointments. Highly recommend Ian and the rest of the staff at Winters Financial.

Andrew has been my accountant for the last couple of years and I have been very impressed with his knowledge and professionalism.Hes a great asset to my business. Kelly is great to.

We have been doing business with this group for 30+ years! Great group of people and very reliable. We have never had any problems! If I could give them 20 stars, I would. Thank you for all you do!

Allison is wonderful to work with. She was able to answer all my questions (there were a ton). She is extremely patient and super kind. Can?t say enough wonderful things!

I've been going through Andrew the last 10 years and not once have I ever been disappointed. They do a masterful job and are incredibly warm, trustworthy people. I would never even consider using a different group.

I wish I could give more than 5 stars because that's what they deserve!! Amazing service! Ian helped me out so much with my small business taxes! As long as Winters is in business, they have me as a client!

I?ve been using Jolee Smith for serval years , she does great work, very professional and does an awesome job on my farm tax returns. I highly recommend Jolee and the Winters Group.

Always happy to work with everyone at Winters Financial Group - professional, friendly, and knowledgeable! Ian Clark helps us every year and makes tax return filing a breeze!

They have always taken such good care of us and our financial needs. Drew is proactive about helping us make the best decisions for our situation. Highly recommended!

I highly recommend Andrew if anyone needs a true professional with expertise in tax services. Special thanks to Kelly for her assistance as well.

Kelly has always been respectfully of my nonsense questions concerning tax preparation. If she was not able to answer my questions immediately, she would find out the answer and respond to me in a timely manner. She's the best. If I could give her 6 stars, I would. Thank you Kelly!

This is a great accounting office and family firm to work with. Helped us when we got into working on our family farm. Made filing our taxes much more enjoyable. I highly recommend them for your finances and taxes.

Winters Financial has prepared my business and personal taxes for 50 years now. There has never been a single problem in all of that time. They are professional, efficient and very friendly.

We have had our taxes done here for years and Ian Clark makes it so simple and easy. Service is always top notch and I would recommend for anyone to work with Ian!

Jolee has been my CPA through two self-employed businesses and knows the tax law well. She?s thorough and friendly. If you?re looking for a new CPA to manages your taxes, I would strongly suggest Jolee.

I was new to Greenfield, my sister refered me to Winters. The people here are awesome. I wouldn't use anyone else ever. Ian thank you for being my tax man, I feel like I won the lotto.

Been doing business with the Winters Financial team for a number of years. Always professional, efficient and helpful. Responds quickly to my questions and issues. Highly recommend.

Jolee was awesome to work with to complete my tax returns. Communication was prompt and clear, and she was exceptionally helpful. I'm so glad that I made the switch!