Smooth sailing and motivating all in one! Absolutely loved my entire experience. From my consultation call to prepping and submitting my tax documents. Tenille personally helped me, answered questions, and went the extra mile. The best tax preparation and consultant I could have ever asked for. She opened my eyes to blindspots I haven't been looking into and it pushed me to do so much more with my finances. I cannot wait to use her Bookeeping -> Virtual CFO services this year!

I started working with Moon Advisory… I started working with Moon Advisory because, as a first time business owner, I had no idea how to complete my taxes in a way that fully captured everything I spent money on in my business. My experience was A1, so when it came time for my personal taxes, it was a no brainer to work with them again! The process was smooth and mostly hands-off (aside from providing their team a list of expenses and tax forms). They were super patient with me when I took a while to submit my documents and walked me through each step. I’d recommend them to anyone who hates tax season as much as I do lol. Excellent experience!

Moon Advisory Tax Prep This team made this process very smooth. They maintained constant communication with me even when I was a little tardy with turning in needed information. They explained what was going on every step of the way and I really appreciated that. With this being my first time working with them, I felt like a long time client and I definitely will be working with The Moon Advisory Group going forward.

Above and beyond! The Moon Advisory Group goes above and beyond each and every time I work with them! As a busy business owner, having a team like that you can trust with something as important as your finances makes all the difference. I am so grateful for the care and attention to detail that this team uses. I am a returning client and have no plans to stop using their wonderful services!

Exceptional Service from Moon Advisory – Saved Me Thousands! I cannot express enough how amazing my experience was with Moon Advisory and their team. They truly went above and beyond to help me amend my previous tax returns, resulting in substantial savings of thousands of dollars! From the moment I reached out to them, I was met with nothing but patience, efficiency, and clear communication. Their expertise and dedication immediately put me at ease, and I felt a weight lifted off my shoulders knowing I was in capable hands. What sets Moon Advisory apart is their exceptional team. Each member handles business with professionalism and a genuine commitment to their clients’ financial well-being. They understand the stress and anxiety that can come with tax issues, and they work tirelessly to alleviate it. Thanks to Moon Advisory and their team, I now have peace of mind knowing that my tax affairs are in order. I cannot recommend them highly enough to anyone in need of expert tax assistance. They are simply the best!