Iota Finance

Cole Bridge

5 stars

2026-08-13T15:59:54.210007+00:00

Igor was great. He was direct, clear, and honest, and told me what I actually needed to hear rather than trying to sell me on services I didn't need. He pointed me in the right direction and I came away knowing my next steps. Would happily work with him when the timing is right.

Ankit Gongale

5 stars

2025-08-20T18:36:38.588+00:00

Great! They are fast and responsive. They get the work done.

John Bullen

5 stars

2025-05-19T19:02:08.67+00:00

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!

Jazmin Rojas

5 stars

2025-05-07T15:42:00+00:00

As a small business owner specializing in cryptocurrency, finding an accounting firm with the expertise and confidence to handle crypto transactions was a major challenge—until I found Iota Finance. From the start, the team at Iota was phenomenal. They demonstrated an impressive depth of knowledge about the complexities of crypto accounting, including tracking transactions, ensuring compliance, and optimizing for tax efficiency. Unlike other firms I’ve worked with, they weren’t intimidated by the unique nature of my business, and their experience in this area was clear. What truly stood out was their proactive communication and willingness to explain strategies in a way I could understand. They made me feel confident that my finances were in the best hands. I highly recommend Iota Finance to anyone in the crypto space or any business owner looking for a team that goes above and beyond. They’re not just accountants—they’re trusted partners in your success.

Noahkagan

2.5 stars

2025-03-12T14:14:19.658+00:00

Horrible. It took 3 weeks to go from me paying to our first meeting to transfer my quickbooks online account. The firm then asked many things that seemed like it was outsourcing the work internationally or they're trying to rely on AI. Turns out neither. I liked Igor a lot but the firm may be better for different types of businesses.

Charles Harris

5 stars

2024-09-20T13:27:52.199+00:00

Igor was simply great! Very thorough his work and did a great job of explaining a complex subject.

Gavin Aydelotte

5 stars

2024-08-14T15:16:26.531+00:00

I cannot recommend Iota Finance highly enough! Managing taxes for three different companies income streams across four states seemed like an insurmountable challenge, but Igor made the entire process seamless. His meticulous attention to detail ensured every aspect was covered, saving me both time and money. But his expertise doesn't stop at tax season. As I continue to build my company, Igor has become an invaluable resource. He offers unique insights that have helped me navigate complex financial decisions, allowing me to focus on growth and strategy. His proactive approach and deep understanding of business finances make him an essential partner for any entrepreneur looking to succeed. If you're looking for an accountant who goes above and beyond, Igor is the one to trust. His dedication, expertise, and genuine interest in helping his clients thrive set him apart in the industry.

Vania Portilla

5 stars

2024-08-04T19:18:32.852+00:00

Igor has been absolutely phenomenal! One of my struggles during my first 5 years of business has been finding a CPA that is organized, professional, and has the same standard of communication style as my team. Igor has been such a dream to work with and has proven to be so reliable, knowledgeable, and responsive, consistently exceeding our expectations.

John B Johnson

5 stars

2024-08-02T12:57:32.687+00:00

As a small business tax strategy is crucial. I was looking for a partner rather than just a CPA, Igor and his team delivered on that. Helping me navigate the best approach to my taxes and multi state filings. If you are looking for someone to walk along side of you Iota Finance will. It is obvious that Igor cares about the people he works with.

Kurtis Jensen

5 stars

2024-05-21T17:36:33.377+00:00

Igor took time to come out to my office, learn about my corporate structures, and quote me for a number of his services. At tax time, Igor got my tax filing prepared within a day of me sending him my pile of excel spreadsheets and receipts. I am looking forward to continuing my work with Igor as my firm grows.

Nickcoop91

5 stars

2024-05-21T16:57:56.687+00:00

I HATED doing our business bookkeeping and taxes. You'd think after a few years it would get easier, but nope! I found Iota Finance a year ago through a mentor, and I have nothing but amazing things to say about Igor, Shirley, and the rest of the team. They're We have monthly strategy calls, and they always go above and beyond to ensure I'm in the loop while they handle everything.

Isaac Bykhovsky

5 stars

2024-05-09T13:39:52.265+00:00

Iota Finance is a true gem. It’s best in class customer service and myriad of tech options creates an accounting service that is best in class. Igor is an incredibly knowledgeable CPA, who’s attention to detail and commitment to clients is what keeps me a very happy customer.

Ettore Ettore

5 stars

2024-04-12T00:00:00+00:00

Igor from Iota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.

Sam caffeine

5 stars

2024-04-11T00:00:00+00:00

Igor is knowledgeable about tax strategies and provides clear step-by-step advice that is easy to understand for people who may not understand accounting like me. His platform, Iota, provides seamless tax fillings, which are easy to follow and saves you time.