McBeath Financial Group

Category:	Financial Planner
Address:	203 Landmark Dr Unit A, Normal, IL 61761
Phone:	+1 309-808-2224
Site:	mcbeathfinancialgroup.com
Rating:	4.9
Working:	8:30AM–5PM 8:30AM–5PM 8:30AM–5PM 8:30AM–5PM Closed Closed Closed

Location

Photos 60

Reviews 26

Phil Mitchell

I normally view all Tax Services as the same. Most of them provide adequate to good service. What made me select McBeath Financial Group for my taxes was the character of Krista McBeath. A few years ago, after retiring, I sought out several local financial services for advice. Krista listened to my goals and objectives and reassured me that I was doing fine. All the other advisors in town had a predetermined script of what I should be doing with my investments. They were telling what to do and not listening to what I wanted. Krista treated me as a long term client. I was highly impressed with the objectivity and integrity that she demonstrated. After my first time using McBeath Financial for my taxes, I noticed the same traits reflected in her staff. You’re acknowledged upon your arrival. I never had to wait more than a few minutes for my appointment. I felt respected. Krista and her staff provide excellent service but most of all they build great relationships.

Doug Wiggs

I felt I had a complex tax situation as I walked into McBeath offices and dreaded hearing how much I anticipated I would owe. When the final return was presented to me I actually had money coming to me. This clearly showed me how preparing your own taxes can truly cost you more than you think. I felt the staff stayed in contact with me throughout the whole process and did so in a professional an courteous way. I highly recommend anyone looking for a Tax preparer to try McBeath, I am sure you will come back next year and the year after! I know I will.

Janet Fischer

I believe this is the 5th year having McBeath Tax Service prepare my taxes and I have always been very pleased with their professional expertise. I like having a follow-up with Krista or other professional for a final review prior to filing. No mistakes have ever been found, but having the review makes it comforting to know the forms will be accepted when submitted. I have referred family members and friends to Krista and they all have been very pleased as well. I look forward to using their services for many years to come!

Susan Savage

For 33 years my husband prepared our taxes and when he passed away I needed someone to help me prepare my taxes. I have been a tax client for 5 years with McBeath Financial Group who gave me their expertise and I felt very comfortable working with them. They managed to help me get through a difficult time understanding how to prepare my taxes. I thank them for their kind manner and professionalism.

Diana Calvetti

I appreciate the checklists that were emailed 2 to 3 weeks in advance of the prep appointment. I found items on the list I would not have brought. The staff was very pleasant. Coffee was great. Duration of the appointment was appropriate and time was used efficiently. The return review appointment was within 2 days after the tax preparation. Thanks! I appreciate the coupon too! Diana

B C

The whole team at McBeath Financial Group, led by Krista McBeath, provided us with an outstanding and professional experience completing our taxes this year. This is the first season we have used McBeath and we plan to be regular customers. I would highly recommend their tax services to everyone.

K Michael K

Krista and her team have been doing our taxes for 3 years now and have been great! My wife does in-home daycare and it was scary when we first did our taxes for that but Krista helped explain everything and showed us how to make our payments. I would highly recommend the McBeath Financial Group!

bhaskar damera

always on time , accurate and always helpful. whenever I need any help or consultation, she is extremely helpful. of course she is very courteous and congenial and I am very grateful she is available at all times. thanks. bhaskar damera

Jim Keegan

I have been using McBeath Financial Group for several years. I have been very happy with their service and professionalism. They answer questions promptly and courteously. Jeff and Krista and all the office staff are a pleasure to work with.

Swartz Family

Wonderful experience and friendly staff. We were greeted and offered something to drink right as we walked in. The ladies in the office were very nice and went over everything in detail. We were able to ask questions with ease.

Jeff Nevius

McBeth Financial has prepared my taxes for the past 5 years. They have been the utmost professionals. I have and would highly recommend their tax service to anyone. I would also recommend their other services as well.

Lisa Longfellow

We have used McBeath Financial the last several years to file our taxes. Their customer service and attention to detail are outstanding. Krista and her staff really care about their clients.

Natalie Lamphier

Wonderful place and people to work with. I appreciate their service so much, that I continue to use their preparation services after moving away. I highly recommend McBeath Financial Group!

Kirk Reining

Great experience. The staff is extremely nice, the accountants are knowledgeable and very efficient and the prices are lower than I have found elsewhere.

Lloyd Wiesemann

McBeath has been doing our taxes for several years now. Very efficient and timely service. She is up to date on all tax law. Would recommend them highly.

Betty Brewer

Krista, you gave a great team! Everyone is always kind, helpful, punctual and accurate. We always have a great experience. Jim and Betty Brewer

Dave Boden

Krista and her staff were a pleasure to work with in 2014. Very professional,timely and accurate. I plan on using them again this year.

Robert Kuenkele

Their integrity and expertise coupled with a meets expectation on turn around time are the reasons we continue to be a repeat customer.

Linda Linderman

This will be my 5th year with Krista and I can say I am very happy with her services.Would recommend for your taxes.

michael fitzgerald

Service for filing my taxes was great, took less than an hour to get done. Would recommend coming back for taxes

Carol Mcgonigle

I can always count on you do to the best job for me and answer any questions I have. Thank you so much.