The switch to Pilot has been a game changer! Their team is…read moreamazing. Every human we've interacted with has been professional, knowledgable, and gone above and beyond to ensure a smooth onboarding. Initially their process felt more geared to SaaS businesses, but they are able to support professional services just as well. I'd recommend Pilot to other business owners. Pilot is handling our monthly books and preparing our payroll every other week. Their system is amazing and the best I've experienced. They are incredibly organized and it's been a very smooth transition. Their rates are also fair!

I have been using Pilot's bookkeeping and tax services for a few years now and have had a great…read moreexperience overall. Everything has gone fairly smoothly and I have no complaints. The more info you share with Pilot the more accurate the results will be. Pricing is also very reasonable and communication with the team is quick and easy. Cheers!

This guy, Fidelis Madu, is not what people think! He is a controller and is NOT transparent. He…read morehas held a customer's records for several months now not5 releasing them to the point of having to have an attorney demand the customer's records. Now we are going to the authorities and filing possibly criminal charges.

From the owner: Financial Management Plus, is a full-service financial firm serving clients in with professional,…read morepersonalized services and guidance in a wide range of financial and business needs. Today's digital economy requires digital business environment. This mean business need a more flexible, more innovative company than ever before. That is where Financial Management Plus Inc come to provide Strategic service to help creates to help create opportunities for growth, stability and advantage.

We are new to the area and reached out to TriStar Associates to prepare our taxes at the…read morerecommendation of a neighbor. Brad Jones was initially very responsive and on March 1, 2021 we sent over all of our tax documentation and got back immediate confirmation that everything had been received and they would begin tax prep right away. A month later, April 1, having not had any further communciation, we reached out via email for a status update and to see if they required anything else from us. We received no response, so we reached out by phone again a week later, on April 8. At first when we asked for a status update we were told by Hannah Johnson that Tax Day had been extended to May 17. Putting aside the fact that our questions was not "When is Tax Day?"(our question was "Why has it taken more than a month to prepare our taxes?"), we didn't submit our paperwork in March to wait until Tax Day - we submitted our paperwork in March to be filed ASAP. After some further pressing Hannah told us that our forms were in the final stages and were waiting on approval from Ryan West and we should receive the final copy in the next day or two. Ryan reached out that same day with one additional question, which we were able to answer immediately. We did end up receiving the completed forms later that afternoon, as well as a $500 invoice for the services. When asked for a breakdown of the charges we were informed that TriStar uses an hourly fee, and that our taxes took approximately 3.5 hours of prep. Given that it took 3.5 hours to prepare them, I'm still uncertain as to why it took THIRTY-NINE DAYS (30 business days) to get them back. We paid the $500 fee immediately, e-signed the documents immediately, and received confirmation that our forms were executed on April 9. We were led to believe that that was all that was needed on our part, and our taxes owed would be withdrawn from our checking account upon approval from the IRS. On April 22 (taxes had still not left our account) we received an email from Hannah asking if we had received the forms to sign, as they could not file our return without them. We immediately responded that we HAD received them, signed them, and sent her a screenshot of our confirmation email from TWO WEEKS previous. We did not get a response to this, so we reached out again on April 26 to verify that there was nothing else required on our part. Only then did we receive confirmation that our taxes had indeed been filed and accepted by the IRS on April 22. The money was drafted from our account on April 27. So, to be clear: It took 56 days (39 business days) to do what we are led to believe was 3.5 hours of work. This cost us $500 (not including the taxes we owed). For this I offer two stars: One for completing the work (however slowly) and one for completing it accurately (I assume). I would absolutely not recommend TriStar Associates to anyone I like or respect, and will not be using their services again.

I've been working with Jones & Associates for a couple of years now and my experience has been…read morenothing but exceptional. Everyone is very professional and knowledgeable, and they have actually saved me time and money! Best CPA firm in Sumner County!!!