★★★★☆
Mike with Teamwork financial is awesome. He’s been running my entire families accounts (4 families) for years. He’s honest, transparent, and works towards your goals. I must admit I put off going to Teamwork for years, and am glad I finally did two years ago.
10/10 would recommend Teamwork Financial for any of your financial needs. They do just about everything in house and will give you peace of mind that your finances are handled, even after you are long gone.
★★★★☆
If I could give this company zero stars, I would. My experience working with them was frustrating and disappointing.
Communication was inconsistent, tasks were left incomplete, and significant issues arose regarding a tax return for one of our companies. We were initially told the return had been filed, but two years later, we discovered it had not been submitted. This was only clarified after multiple attempts to follow up—between 6–8 emails—and further investigation by our current CPA.
The company explained that the return wasn’t filed due to non-payment. However, payment was not made because we never received confirmation that the tax return had been filed. This approach differed from how they handled returns for our other companies, where the return was filed before payment was requested.
These issues have resulted in additional CPA fees to address discrepancies and correct errors in other accounts they managed. We are now incurring further expenses (IRS penalties and interest) to resolve the unfilled return, which could have been avoided.
Michael, who managed our accounts, did not respond to our emails. Dara eventually stepped in and provided explanations, which we appreciated, but the overall experience did not meet our expectations for professional service.
Based on my experience, I recommend exploring other options for CPA services to ensure reliability and consistent communication.
★★★★☆
I cannot speak highly enough of Teamwork Financial Group. From the moment I engaged with their team, I was impressed by their professionalism and dedication to providing top-notch financial services. Their expertise in navigating complex financial matters is truly remarkable.
The team at Teamwork Financial Group demonstrated a deep understanding of my unique financial needs and provided tailored solutions that exceeded my expectations. Their commitment to excellence and attention to detail ensured that every aspect of my financial portfolio was carefully considered and optimized for maximum returns.
What truly sets Teamwork Financial Group apart is their unwavering commitment to integrity and transparency. I felt confident throughout the entire process knowing that I was in the hands of trustworthy professionals who had my best interests at heart.
In addition to their exceptional service, the communication from my advisor Clay Rogers was outstanding. He kept me informed every step of the way, providing regular updates and ensuring that I was always kept in the loop.
Overall, my experience with Teamwork Financial Group has been nothing short of exceptional. I wholeheartedly recommend their services to anyone seeking expert financial guidance. They have earned my trust and gratitude, and I look forward to continuing to work with them in the future.