We met James through another tax prep organization last year. His knowledge and understanding of…read morethe changes to tax processes was instant and impressive. He went out on his own this year and we followed. You want someone who not only understands the nuances of filing your taxes but also provides advice and recommendations to help save for retirement. James is patient and never rushes you through anything. Always making sure you understand and that he has a complete picture of your situation. James is the person you want to help navigate you through what becomes an ever more complicated process each year. Cannot recommend him highly enough.

Highly recommend!!! When a professional in the industry highly recommend James, you know you're in…read moregreat hands. As a first-time business owner, James answered my multiple questions with thorough expertise and patience. Best of all and most importantly, from his seasoned experience, he prepared me for what to anticipate and favorable solutions. If you're lucky to have James take you on as a client, he'll be by your side through it all. James- I can't thank you enough for walking me through the situation. You were not only patient and knowledgeable but kind and funny during a stressful time. I look forward to working with you next year!

Mike has been preparing my taxes for several years and is very easy to work with. He always…read moreexplains any changes to tax laws that have a bearing on my return.

I first contacted Mr. White about three years ago and he's been my accountant ever since. When I…read morefirst inquired about his services, I had some issues with the IRS that needed to be taken care of and he successfully guided me through the process. In the years since, his knowledge of the tax code has proven to be invaluable and whenever I communicate with him, he always responds in a prompt and timely manner. I now live in Dallas but I've decided to keep him as my accountant.

Here's my experience. Took about 2 week for my accountant to get me the proper documents. When I…read morefinally uploaded everything it took another 2 weeks to get a basic reply back. I had to go into the office in person multiple times just to get a response. Multiple people deflected me to other people who didn't help. Could hardy get someone to answer the phone. My accountant was incapable of sending me an email for most of the process. Almost 2 months later my return was finally ready, and the cherry on top is they charged me almost $400 for an individual basic return! I would never recommend this business to anyone. Stay well away

David has been doing my taxes for the last 5 years. Being a 1099 subcontractor definitely adds a…read morelevel of difficulty to the situation, and David has helped me through it all. He has actually pointed out different scenarios that I could start taking advantage of for future filings. Over the past 5 years David has made a FEW mistakes in regards to communication...S#%t happens. I told him- he apologized- case closed. I WOULD recommend David to others who are subcontractors/1099 etc. Just remember though, HE IS A TAX GUY. I tell him every time "I hate being here!" I hate paying a whole bunch of money to the IRS just like everyone else. On another note his pricing is fair, and I do believe he does a lot better job than I could do myself!

My family has used Scott as our CPA for many years for both our personal and business federal and…read morestate filings. His team is very responsive and a pleasure to work with. I highly recommend him if you are looking for a local CPA.

After going through several "so called" investment advisors, by accident I met Scott. What a…read morestroke of luck. I have been with Scott for over 30 years. His investment strategy has helped me put 2 children through college, aided in my retirement portfolio, and has completed my tax returns in a timely manner. He is a Central Texas boy, graduate of Southwest Texas State, now Texas State University. My two children are even working with Scott on their current investments! Scott takes time to answer your questions and without a doubt, has his clients interest at the forefront. Highest ratings ever.

I went through three CPAs before finding Bill and now have been with him for three years. Bill has…read moredone nothing but do great things for my company. Very impressed with his promptness and proficiency I would recommend him I a heart beat. Thank you again Bill!

I used Bill for my taxes this year. He was fast and easy to work with. I will be using his services…read morenext year.

Tim has been helping us for years. He is knowledgable, calm, and your tax will be in good hand with…read moreTim!

I've been an entrepreneur for over 25 years and have worked with many accountants along the way,…read morebut Timothy truly stands out. This has been one of the most seamless and genuinely positive experiences I've had on the financial side of my life. He brings a rare level of clarity, calm, and professionalism--nothing feels rushed or overlooked, yet everything moves forward with intention. As a father managing both business and family responsibilities, that level of trust means everything to me. I know things are being handled the right way, which allows me to stay focused on what I'm building. I'm genuinely grateful for Timothy and the way he shows up in his work.

They did my taxes last several years. Didn't get last year's in until November. Now, I am hearing…read morefrom the IRS that losses were mis-categorized and I have already had to pay back money on 2020, and now it looks like more for 2019 likely, but I can't be sure, because they took the returns off the smartvault. Noone responds to emails or phone calls. Paid extra for Audit protection, but no-one responds. At this point O might have to look into legal recourse. I can't be the only person scammed by these guys. Now, automatic reply on email states everyone resigned but Charles would return message within a week. It has been at least 2 weeks with no response and no phone or office to call. Charles sent out an email in February indicating he is moving on to be a speaker/ influencer. Only if he os teaching how to scam money and walk away.

I wanted to support a minority owner business after moving to Texas but....I have NEVER heard of a…read morefirm not accepting any NEW clients because they are fully booked and I have NEVER heard of a receptionist or firm needing your Net Worth or anything else to put you on a waitlist. Please read all the reviews and save yourself the time and run...

I reached out to this firm for tax prep because I saw good reviews. I asked about the pricing and…read morewas informed of their hourly rate. When I went in-person, the CPA was friendly, but spent 30-mintues saying I was wasting my time because their prices are too high. I think if they are targeting business clients and not individuals, then they should have been more straightforward about that. Instead, I felt like they tried to sell me on how good their service was while also acting like I was being cheap if I didn't file with them. Simultaneously, they kept saying it was too expensive for me. It all seemed like a reverse psychology sales pitch, and I left the meeting very confused at what they were trying to accomplish.

The receptionist ( I'm sorry I don't know her name on top of my head) plays a valuable role in the…read morefirm. She always greets you with a warm smile and pays close attention to details. Both the environment and services are excellent!