Financial planner · Haltom City, TX · reviewed since 2022
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%98+67.8Reliability 31%97+29.8Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.98SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#8 of 26 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 72%
5.0★★★★★22 Google reviews · 3 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
All twenty-two reviews for this financial planner in Haltom City are five stars, highlighting consistent satisfaction with tax preparation services. Clients frequently praise the professional's punctuality, thorough knowledge of complex tax issues, and proactive communication regarding financial changes. Many reviewers note that they have maintained long-term relationships spanning several years and often recommend the business to friends and family based on the positive experience. The owner did not respond to any of the posted reviews.
Google rating: 5.0 out of 5 from 22 reviews (100% five-star).
Reviews on this page: 22 Google reviews (21 with written comments).
Owner responses: the business replied to 0% of reviews.
Most recent review: August 14, 2026.
Service: Financial Advisor serving Haltom City, Texas.
Data from Google, last updated October 26, 2026.
Score profile vs other financial advisors
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
This companyFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.1st Prosperity Financial Services: 98/100 on this factor. Category median: 97.A
98
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.1st Prosperity Financial Services: 97/100 on this factor. Category median: 97.A
97
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.1st Prosperity Financial Services: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 45.–
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Bar = this company · dark tick = category median.
Star ratings
22 Google reviews we collected
5.0of 5
5 stars22100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 21 written reviews
100%praise
Praise36100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1028%
Would recommend1028%
Quality & results822%
Honesty & trust411%
Speed & response26%
Communication26%
What customers talk about
We read 21 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“The owner is awesome and she is very knowledgeable.”
“So thankful for Tay and all she does… I recommend this business to anyone .”
“She's a professional that has a thorough understanding of filing taxes.”
“If you're looking for a professional and trustworthy tax preparer, please don't hesitate to book your consultation with 1st Prosperity Financial Services.”
“Professional and handled my taxes incredibly quick.”
“She provided excellent customer service and kept me informed every step of the way.”
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired 1st Prosperity Financial Services for 1 kind of job. Pick one to see what they paid and said.
AmberLocal Guide · 34 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited 2 months ago★★★★★
I've been a client for 3yrs and I appreciate that 1st Prosperity files my taxes correctly. The owner is awesome and she is very knowledgeable. She's a professional that has a thorough understanding of filing taxes.
Adding an update to my initial review. I'm beyond grateful and appreciative of the service I receive.…
Aidan3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 6 months ago★★★★★
Referred by a friend, and very glad I was. Professional and handled my taxes incredibly quick. Highly recommend.
Great priceTax planning
Keesha7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
1st Prosperity Financial Services has done an amazing job filing my taxes and keeping me aware on how to proceed with financial changes for the past 7/8 years. No matter where I reside, Ms. Moody is & will be my go to tax professional!
Tax planning
RosaLocal Guide · 31 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 8 months ago★★★★★
Such great service and smooth tax return processing. So thankful for Tay and all she does… I recommend this business to anyone . ❤️
SkyeLocal Guide · 32 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 8 months ago★★★★★
My friend referred me to 1st Prosperity for tax preparation, and I’m so happy I chose them! Tay was extremely helpful, knowledgeable, and informative throughout the entire process. She provided excellent customer service and kept me informed every step of the way.
I will definitely be using her services moving…
Reasonable priceTax planning
Sade2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★
Very professional experience with Chuntaya! Makes the process super easy and makes sure you’re on top of everything. I have been a client for a few years and would recommend to everyone
I've been a client for 3yrs and I appreciate that 1st Prosperity files my taxes correctly. The owner is awesome and she is very knowledgeable. She's a professional that has a thorough understanding of filing taxes.
Adding an update to my initial review. I'm beyond grateful and appreciative of the service I receive. If you're looking for a professional and trustworthy tax preparer, please don't hesitate to book your consultation with 1st Prosperity Financial Services. October deadline approaching soon for late filing.
Aidan Patterson3 reviewsiTotal number of Google reviews Aidan has written across all businesses on Google Maps, not just this one.
1st Prosperity Financial Services has done an amazing job filing my taxes and keeping me aware on how to proceed with financial changes for the past 7/8 years. No matter where I reside, Ms. Moody is & will be my go to tax professional!
Services: Tax planning
Rosa Centeno GonzalezLocal Guide · 31 reviewsiTotal number of Google reviews Rosa has written across all businesses on Google Maps, not just this one.
My friend referred me to 1st Prosperity for tax preparation, and I’m so happy I chose them! Tay was extremely helpful, knowledgeable, and informative throughout the entire process. She provided excellent customer service and kept me informed every step of the way.
I will definitely be using her services moving forward and recommending her to everyone I know!
Price assessment: Reasonable price
Services: Tax planning
Sade McMullen2 reviewsiTotal number of Google reviews Sade has written across all businesses on Google Maps, not just this one.
Very professional experience with Chuntaya! Makes the process super easy and makes sure you’re on top of everything. I have been a client for a few years and would recommend to everyone
Rachel DavidsonLocal Guide · 16 reviewsiTotal number of Google reviews Rachel has written across all businesses on Google Maps, not just this one.
Always such a positive experience over these past 5+ years!! Her attention to detail and educating her clients keeps me coming back. A forever client for sure. Don’t hesitate to set up an appointment with her.
Tina Snow1 reviewiTotal number of Google reviews Tina has written across all businesses on Google Maps, not just this one.
Tay at 1st Prosperity Financial Services is highly recommended. She has been my trusted tax preparer for over four years, and her expertise and professionalism are truly unmatched.
Tay goes above and beyond to ensure her clients are not only taken care of but also fully informed. She has top-notch skills in breaking down complex tax processes and educating me about new tax changes, ensuring I feel confident and empowered each year.
Her attention to detail, thoroughness, and genuine care for her clients make her stand out in her field. Whether you have straightforward filings, home based businesses, or more complex needs, Tay is the person you want handling your taxes.
I highly recommend her services to anyone looking for a knowledgeable, trustworthy, and dedicated tax professional. Thank you, Tay, for your continued excellence!
Josilyn Monique1 reviewiTotal number of Google reviews Josilyn has written across all businesses on Google Maps, not just this one.
Tay is an educated, dedicated and honest tax professional! I wouldn’t trust anyone else for my personal or business needs. She is thorough, friendly and timely! She has integrity and gets the job done and well! I have been working with her going on 4 years. I highly recommend 1st Prosperity she will get you right every time!
