Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

I had Kristi do my taxes for several years while she worked for a financial company. She did a…read morefabulous job and I'm hoping to follow her to her own business that she has now started. I looked forward to continuing with Kristi and her tax guidance and preparations.

From the owner: Kristi Cherry, CPA Concierge Tax Services is a family-owned, accounting firm based in the…read moreDallas/Fort Worth, Texas area. Our unique business model offers clients the same array of tax services that were once reserved for the Ultra Wealthy. Exclusive membership provides individual clients with year-round access to trusted, savvy tax professionals. Whether you need IRS representation, tax planning advice, personal financial statements, preparation of complex forms, tax legacy and estate guidance, or strategies to lower your total tax bill, our CPA Concierge Tax Services will execute each of these and more on your behalf.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

Antoine is one of the best CPA's I have worked with. He definitely goes above and beyond what your…read moretypical accountant would do. He makes himself available for questions throughout the year and really makes himself an asset. Great to have someone like this to reach out to when you have questions throughout the year.

From the owner: Comprehensive financial planning, general accounting, business consulting, tax planning and…read morepreparation.

If you need your taxes done Mosby Tax Services is my personal recommendation! I trusted the wrong…read morepeople in the past and they fixed my situation promptly! They took care of my business and personal taxes very professionally. Ask for Cathy she's simply the best!

I have been working with Cathy for several years now and she is so detailed and professional! Best…read moreaccountant I have ever had. I highly recommend her to anyone!!

It's tax season and I found myself trying to find a CPA to do my taxes. I wasn't disappoint in my…read moreselection. I was able to get in within a week or so and the return was done in a few days. I have to admit that we took the standard deduction this year so it made it a little simpler. The added value was that Ravi was willing to answer a few questions for us on some additional subjects that we've been contemplating which was appreciated.

My taxes involving multiple states were somewhat complicated. Ravi took care of it all. One visit,…read morea couple of emails, a call, and it was all done. Very impressed and would definitely recommend to anyone.

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

We've been going to this CPA for a few years now (never worked with Joe directly but have worked…read morewith many others), and each year I'm less and less impressed, so this past year will be our last with them. Communication has gone downhill. Asking for clarification and getting zero back, or truly waiting a month for a response. Asking for advice on taxes and getting no advice back, while owing more and more in taxes each year with still no advice from them. I've been paying them for what I can do on my own with the automated version of TurboTax. A bummer since our friend referred us, but may be they were better many years ago.

We've gone to this CPA for several years now and they are ALWAYS professional and get my paperwork…read moresquared away in a timely manner.