Integrity, Experience & Unique Professional Synergies
At Traphagen CPAs & Wealth Advisors, we are proud to celebrate our 50-year journey as a comprehensive financial services firm. For over five decades, we have been dedicated to helping individuals, families, and businesses achieve financial success by building wealth, limiting risk, and attaining financial security.
Our Mission
Our mission is to provide innovative products and services that meet the ever-changing needs of our clients. We are committed to upholding the highest level of professional integrity, expertise, and objectivity, ensuring that our clients receive unbiased and personalized guidance.
Our Core Values
At Traphagen CPAs & Wealth Advisors, we believe that our core values are the foundation of our success. Our values are rooted in our commitment to our clients, associates, and community. We are passionate about providing exceptional service, fostering innovation, and upholding the highest standards of integrity.
Our Services
We offer a range of services designed to meet the unique financial needs of our clients. Our accounting team specializes in taxation, financial reporting, and consulting services, including financing and M&A. Our wealth management team manages client investment assets and provides comprehensive estate, tax, and financial planning services.
Our History
Our history is steeped in tradition and heritage. Our firm's coat of arms, dating back to the 1670s, represents our integrity, fortitude, and personal commitment. Our office is located in the historic Thunise Cooper House, a testament to our commitment to preserving our heritage.
What Sets Us Apart
At Traphagen CPAs & Wealth Advisors, we believe that our unique combination of expertise, experience, and synergy sets us apart from other financial advisory firms. Our team of experts combines their individual credentials to provide a comprehensive view of your business and personal goals.
Our Commitment to Our Community
As a leader in the financial services industry, we recognize the importance of giving back to our community. We are proud to have participated in various philanthropic initiatives and honor our clients, associates, and community with our "50 Acts of Kindness" initiative.
Contact Us
For more information about our services, please visit our website or contact us directly. We look forward to helping you achieve your financial goals.
Inefficient and Expensive Tax Preparation Services
The following reviews highlight the poor experience of several clients with Traphagen's tax preparation services. John Perez, a long-time taxpayer, expresses his disappointment and frustration with the firm's inefficiency and high fees. He reports that the firm was unresponsive, charging him exorbitant prices for simple tasks, and failed to file his taxes on time. Perez also accuses the firm of making fraudulent 5-star reviews by having interns, employees, or acquaintances leave fake reviews.
Common Complaints
The main issues with Traphagen's services seem to be:
- Unresponsive Staff: Clients were left in the dark for weeks or even months, receiving little or no communication from the firm.
- Overcharging: The firm charged clients exorbitant fees, often for simple tasks that could be completed quickly and efficiently.
- Inaccuracies and Errors: The firm made numerous errors on tax returns, including filing incorrect information with the IRS, leading to additional taxes owed and delayed refunds.
- Lack of Accountability: The firm failed to take responsibility for their mistakes, leaving clients to deal with the consequences.
Contrasting Opinions
On the other hand, other reviewers have had positive experiences with Traphagen's services. Their testimonials praise the firm's consultants, discipline, and professionalism. These reviews seem to be genuine and not fraudulent, as they do not have the same tone or language as the negative reviews.
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