We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

This is my second year using Flatt and Brown to do my taxes and haven't had any issues. I highly…read morerecommend them!

From the owner: Your partner to success…read more Accurate and timely tax and accounting information and financial services are a necessity for any successful business or personal financial situation. Let the brown + flatt Advisors PLLC team provide you with the comprehensive services that will help you achieve your financial objectives. We offer a full range of services with the expertise you require. When you work with brown + flatt Advisors PLLC, you'll benefit from a firm with the highest quality and most up-to-date expertise plus the friendly, local service that has contributed to the success of our clients for years.

We love going to him. He is very professional and does a magnificent job. I highly recommend him…read morefor taxes.

From the owner: Services provided, Monthly-Quarterly Bookkeeping, Tax return filing-1040, 1065, 1120S, 1120C,…read morePayroll processing services, Financial Statements reports, other business reports filed, Tax paid EFTPS-IRS Direct Pay, Wealth Management Services.

Please understand this. DENNA has been a life saver! Finances and compliance are an integral part…read moreof business and running a thriving business. For the last few years, our business has been operating below our potential because we didn't have the right person to handle our bookkeeping. Denna has been patient, kind, and dedicated to getting our business healthy and thriving again. She not only cares but she is organized and relieves a lot of anxiety, knowing that she is handling all invoices, payments, etc. If you are a business owner and you think you can do your own bookkeeping, please don't. Hire someone trustworthy like Denna... it will save you money in the long run.

From the owner: Keeping Track of Your Business - One Dollar at a Time…read more The concept of Ledger Elite is to go beyond just the accounting, payroll and taxes because a business is more than just that. We strive to become the small business owner's back office. Many small business owners often miss opportunities because they are so involved in the many facets of running their business. We strive to put the owners in more of a leadership role by offering insightful information that goes beyond the numbers. Bookkeeping based on your level of need: Transaction categorization, End of Period Account Reconciliation, Adjusting Entries, Financial Reporting, Asset Tracking and Inventory. Payroll and Subcontractor Payments: Processing, reporting and tax filings, Tax Deposits, W-2's, 1099's and Worker's Comp Audits. Tax Preparation includes Sales Tax, Business Tax, Tax Schedule B, Annual Auto Report, Tire & Oil, Liquor, Hotel Tax, Corporate Annual Reports, Franchise & Excise Tax and Federal Filings. Quickbooks Pro Advisor - Set Up, Clean-Up and Maintaining. Administrative Support: Research & Development, Marketing, and many other administrative functions. Let us become your office support on call!

Don't always believe what you read on Yelp. Sure wish I had done more homework on these people…read more If I did, I might not be writing a check for $500 for this fiasco. My husband hired Brody Tax for bookkeeping in September 2022. We met with Markita Brody on a different matter and she told us about their bookkeeping services. My husband is an owner operator and needs reliable bookkeeping. So we decided to use Brody, especially after seeing positive reviews. We left a large amount of receipts and invoices with the front desk assuming they would be handled properly and entered into their accounting software. My husband returned to drop off receipts and invoices for Sept - December in February and discuss tax preparation. They took the receipts and shortly thereafter we received the tax returns. They sent a nice little email with returns saying that my husband owed $57,000. Can you imagine how that made us feel? I opened the returns and immediately went to the Schedule C to see what they had for deductions. I'm no accountant but I damn sure know they fkd up huge. They missed over $70,000 in fuel deductions and more. I would imagine that an experienced accountant would recognize that a truck driver would have much more than deductions for 3 months but he didn't. I had to tell him. Thats when the receipts that were dropped off in September 2022 came into question. They said the never received them! Wait! What? So, back and forth we go. They are insisting that I'm mistaking and that nobody in the office remembers me leaving these (6 months prior). I asked if there was security footage in the building that would prove that we went in with them and left without them. We were in full panic mode! They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox. Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder. THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts. They were "tucked away" in some woman's desk - apparently known as an "office hoarder". So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension. We are down to the wire on April 18, 2023 at 4:22PM as of this review. Oh.....and they are charging $500 for all this. TAKE YOUR CHANCES WITH TURBO TAX - DO NOT TAKE CHANCES WITH THESE GUYS.

We have used Judy Sinz, CPA for quite a few years now. We have always gotten a Saturday appointment…read more(which is what we prefer) and there has never been any issues with our taxes. She is very friendly and so is her receptionist. We will be using her again this year.

As we trundled in with our mountain of files for this year's taxes I decided it was high time to…read moregive Cheryl a good shout out. Our 10th year with her since moving from L.A.. Super professional, calm, and uber nice we would not go anywhere else. Sure it is a long way from the East Side but we can make a nice road-trip out of it. She understands the entertainment business and will happily research the non standard I have made a few referrals all of whom have been very happy. Money well spent.

Have worked with Danielle for over 10 years. Knowledgable, professional and economical. I would…read morehighly recommend for small businesses.

When it comes to getting your taxes done in a timely manner- Personalized is the way to go. After…read more6+ years of using Donna each and every year what I pay in taxes has gone up. Which is by no means her fault. But when I sought out for guidance on recommended approaches to avoid paying out so much i get vague, short, and unclear responses. Example: "pay more each pay check", or "up 401 some".. for someone like myself who is not knowledgeable on taxes and assuming the "personalized bookkeeping" would give me somewhat specifics she has failed to do that. 2016 will be my last my year using her. If you truly want personalized and someone to help you this isn't the route. If you want a quick turnaround then she can def so that. The day after I posted my review I get this email.. again instead of improving I get "that's stupid". Again not very specific and this was 2 years in a row I asked for guidance on what I should do differently.. see below. Email: Subject: Really Wee you made "$x" took only "x" withholding please don't have a reply to this. That's stupid you need take it off Thank you Donna Kalinowski Blackwell, Enrolled Agent Personalized Bookkeeping & Tax Services, Inc 2334 N Mount Juliet Rd Mount Juliet, TN 37122 Phone 615-773-2736 Fax 1-866-343-8726

It was a different experience working with this firm. We had to wait as there was a person already…read morewaiting in queue past our appointment time. On top that it was a hurried tax file process: No introduction when we sat and no room to clarify our concerns at the end. We left the office unsatisfied and with much dilemmas. However, after we got back; I looked into the reviews of the firm and was not much surprised from the responses provided which we also got to experience in person. I emailed a question which I never heard back which led me to consult another tax consultant. The major disappointment occurred when my wife called regarding the return we were expecting. Could not expect anything worse for the day with zero people skill. That would be our first and last visit to the firm.

An excellent local business with better prices than H & R Block. It's a no brainer.read more

Me and my husband has been going to Fax Tax for about 6Years. I love the atmosphere there everyone…read moreis so sweet and kind.