Advisant Financial

We have been a client of Toms for about a year. I feel like his experience is exactly what we needed to take our business to the next level. On a personal level I feel very confident moving forward.

The team at Advisant has been a wonderful change of pace when addressing our tax planning and filing needs. They facilitated planning surrounding my husband’s equity grants, including educating us on the basics and what to look for going forward to avoid potential traps. They’ve also been super responsive and knowledgeable per our many (probably too many!) other questions as well. Could not recommend Advisant more!

Tom and company have completely changed my understanding of what it means to be a professional in today's climate. His continued ability to help educate me about the changing landscape in the tax world has helped me not only save money but also develop a personal plan of action that is backed by knowledge, experience and trust. I find all of those merits to be quite hard to come by and from the first phone call to continued follow up emails, Tom has consistently secured a place in my personal referral network and I never once had to second guess whether or not he would treat my contemporaries as well he does me. Truly grateful to have found such a person and company that does business that you are excited to help promote. Keep up the great work!