Baldridge Financial
Baldridge Financial Services specializes in comprehensive financial planning and tax solutions for small to medium-sized business owners with significant wealth and complex tax situations, offering personalized services such as bookkeeping, tax filing, financial strategy development, and investment oversight to align business finances with personal goals.
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What Our Clients Say
5.0
7 Client Reviews
Symoné B. Beez
February 12, 2024
Experience working with Baldridge Financial
I love my CPA and his team @baldridgecpa
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Blake Burge
February 12, 2024
Experience working with Baldridge Financial
Have used baldridgecpa for the better part of two years.
Simple, easy and provides a detailed monthly breakdown and dashboard I love.
Simple, easy and provides a detailed monthly breakdown and dashboard I love.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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"My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless.
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!"
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and stress-free as possible. Highly recommend!"
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
"After enduring years of unresponsive and unhelpful accountants, especially during the crucial tax season, we found Pablo and Kevin, and our relief is immense. Whether you're a new business looking for basic advice or an established company needing detailed insights for strategic planning, they are always there to answer any questions. I highly recommend their services to anyone in my network."
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