Kathleen Wells and Patrick Lites have both been amazing! I agree with the other post wondering…read morewould write such horrible reviews. We were in a bad place with a full services firm (planning, preparation, bookkeeping & payroll) that not only didn't do what they were supposed to do, but made a ton of detrimental mistakes and wrong filings with the IRS. L & M not only cleaned up our books quickly, but jumped on it taking care of everything to clean up the mess balancing things to the penny (as they should be) and correcting the federal and state filigs, as well as our employee W2's. They have been extremely responsive, on top of things, thorough, kind and patient with my limited understanding. To say they've been a GOD SEND it to put it lightly. I HIGHLY recommend this firm.

I was really surprised to see the negative reviews. They were so negative that I think they're…read moreeither bogus or there is something else going on. I have used L&M Bookkeeping & Tax services for my personal and my business for years and they have been nothing but great. Service is impeccable and they've helped me in every way possible. Have their been occasions when they didn't call me back until the next day? Sure. But they always got back to me and they always came thru when needed something. Like I said, I've used them both personally and professionally for years and plan on using them for many more years. : )

Zak did a great job! I started a small business last year. He saved me money... and found every…read morepossible deduction for my small business. He knows his stuff! And was very efficient! I was totally dreading it.. but he made it super easy! I found him on Yelp! One of my best finds to date! Highly recommended!

Zach was super professional and super quick. Definitely recommend this CPA! Came to do a couple of…read morereturns with multiple w2s and states. He handled them with ease.

Have switched over to this team at Triple D for 2 years now they have done an excellent job and…read morecame up as the highest recommendation via Facebook locally from local businesses w/ regular people who needed their taxes done. We were actually negative owing a few $1000 and legitimately had right offs the owner of the company really looked deeply at our items and was able to itemize to help us get a small credit instead of owing -- it was an excellent experience and this is our second year with 5 star service!!! Burleson/Fort Worth

I was referred to this firm by a friend and initially had high hopes. During my consultation with…read moreAshley, I explained that I had started a business in March and needed a reliable accountant to manage my books--categorizing expenses correctly, maximizing deductions, ensuring taxes were filed and paid on time, and keeping everything in order in QuickBooks. The consultation went great, so I hired the firm on June 1, 2025. Unfortunately, everything went downhill from there. A few weeks after onboarding, I noticed nothing had been updated in QuickBooks. I followed up several times, but each time I received vague responses or no response at all. Given that my business had only been operating a short time, there shouldn't have been much to sort through, yet months passed with no progress. As the tax deadline approached, I again followed up--only then did I receive an email stating I owed over $10,000. This made no sense because Ashley and I had never even discussed my tax situation. After expressing my frustration and insisting on clarification, she eventually discovered several errors and misfilings, which brought the liability down to about $5,000. She assured me that once tax season passed, they would finally get my QuickBooks cleaned up. It is now December 8th, and nothing has been done. My books have not been touched since June 1st. I had a one-on-one meeting in October to try to resolve this, and I sent multiple messages afterward asking for updates and explanations. My last message plainly asked why I was paying a monthly fee for services that were not being performed. I never received a response. Today, I officially terminated my relationship with the firm. I strongly do not recommend this firm. If you want communication, accuracy, or even the bare minimum level of accountability--look elsewhere. They made me feel like nothing more than a number, failed to update my QuickBooks, mishandled tax filings, and went silent any time I asked for answers

STAY AWAY FROM THIS "CPA"!! I hired Marty for my business tax return and experienced nothing but…read moreproblems throughout the process. Poor communication and poor customer service was the last thing I expected after paying Marty a premium price ($3000 for 2017 return and $300/mo IN ADVANCE for the 2018 return) for what should have been a fairly simple tax return . Marty and his firm failed to pay attention to any of the information that was given to them, they overlooked a $70,000 write off that was specifically pointed out to them in advance, filed for an extension over a month late (costing me a $400 penalty which they would never address despite numerous emails and messages left) and threatened to cancel their services the first time I expressed any frustration. Mind you they were informed in early February that I was in the process of buying a home therefore filing on time was crucial. On 2/13/18 Marty let me know that they had began working on the return. One month later on 3/13/18 he emailed to say he was running behind and would be filing an extension (deadline is 3/15/18 for an extension). On 3/27/18 he emailed to say that the return would be completed and sent for review within 2 days. 6 days later I received the return which was missing $70,000 in depreciation write offs and had mistakes where he "assumed" that partial taxes had been paid mid year, mind you he never asked, he just input numbers he thought should go there. 4/9/18 I confirmed that all revisions were correct and that I was approving the revised return to be filed, Marty said he would get it done (We were scheduled for closing by the end of April and Marty knew this). 9 DAYS LATER I get an email confirming that an EXTENSION (not the return) was filed on 4/17, 34 days after he initially claimed an extension would be filed, and 32 days after the deadline to file an S corp extension. This is when I began to really question his abilities and his word. Marty had no concern for my business or personal needs and he had no concern for how this was going to affect my home purchase. On 4/18 Marty said he would E-file the return the next morning and scheduled a call for 4/23 to go over my concerns. He skipped the call on 4/23 and never filed the return on 4/19 despite sending an email claiming he had. My return wasn't actually filed until 4/27/18, 73 DAYS AFTER he began working on it, and only 1 day before closing on our new home. Marty was paid over $4000 for his services and fell short every step of the way. On 8/13 I received a letter from the IRS letting me know that Marty never filed the proper forms for our business classification. When contacted, Marty initially said he would resubmit the forms but then never followed up with us. We had to reach out to the IRS directly to resolve the issue. On 10/18 I received a letter from the IRS that Marty had failed to file the return or the extension on time and that I owed a fine of $400. Marty was emailed and called and I left messages with his secretary. He never responded to me in any way. This should tell you everything you need to know about his professionalism. We only hired Marty because he claimed to specialize in business taxes and we wanted someone knowledgeable to make sure we didn't have simple mistakes and screw ups. In the end I could have gotten better service from H&R Block for a lot less money and stress. SAVE YOUR MONEY & AVOID THIS "CPA"!!!

I have worked with Marty and his firm for the last several years. He has been more than a CPA firm…read moreto us. When we started working with his firm, our company was not performing to its peak potential. Marty helped me create a strategic plan to increase profitability. When my business partner decided to leave Marty helped evaluate the firm as well as helped with the buyout. As we completed the buyout, Marty reviewed the exit strategy options for the company and provided strategic thinking in the conversion to an ESOP. His advise helped me make more money while operating the business and helped me pay less tax upon the sale of my company. Marty and his firm continue to be a great asset to me and the company. I would highly recommend this firm for your needs.