Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I couldn't be happier with the service provided by Marianne. She was so patient answering all of my…read morequestions and most importantly explained a very complicated subject in a simple manner that really helped me understand my 2016 tax-filing. Thank you Marianne!

Honestly the nicest lady, but her price and return or lack there of return is horrible. I went from…read morepaying her 800 dollars and getting back just enough to cover my tax preparation. I had all of my taxes amended that were done here and ended up getting over 3-5k back on the amended taxes. I had friends going her that paid over $1000 for the services here and paying the IRS 15k a year to going to another service, paying 400 dollars and getting back 20k from the IRS. It blows my mind that a tax person and their knowledge can be so different. I now pay a tax professional 200 dollars a year and always get back 7k+. That is a net return of over 6k.

Service was quick and professional. We used them for notary services for different documents.read more

Wonderful experience. Very knowledgeable very helpful and overall very efficient service. Would…read morehighly recommend.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

I had a great experience with Lupe. She was punctual and cordial, and it was clear she'd actually…read moreread my email before our call -- she came prepared and didn't waste any time getting up to speed. The consultation itself was free, which I really appreciated. Lupe walked me through my situation clearly and was refreshingly candid about what she could and couldn't help with. No overselling, no vague answers -- just honest, straightforward guidance. She's also very knowledgeable and genuinely caring, and isn't afraid to brainstorm with you and share free advice along the way. It never felt like she was holding back to save something for a paid session -- she just wanted to actually help. Great first impression, and I'd definitely recommend her to anyone looking for a CPA who's sharp and honest.

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

Second review with this company because they are just freaking ROCK STARS!!! I own a personal…read moretraining studio that was shut down during the Covid pandemic. We lost about 70% of our business and I was sure we were not going to make it out. The accountants at BMA worked tirelessly, applying to multiple banks to help me get approved for a PPP loan and I GOT IT. They saved my business yet again by helping me get approved for this loan. Also, they were able to help me settle with the IRS and saved me over $20,000. If you're a small business owner just figuring things out and have made mistakes then I highly reccommend this team.

Not the same as it was for years. We had used Business Management for 31 years, never a complaint…read more The owner has sold this business. I cannot explain how sorry I was and how difficult it was the last time we had our taxes done here. They have been our bookkeepers and tax preparers for 31 years. Will never go back. Do yourself a favor, if you are not a multi million dollar company, they have no need for your business and are not embarrassed to let you know that.

AMAZING! I am not joking when I say that finding a trustworthy and smart tax preparer is honestly…read moreharder than finding a good doctor or dentist. I used one guy for 10 years and another random business, but I was just a customer. Then I found Jennifer! Easy process online setting up appointments, talking by phone, and sending documents. I've never received such great explanations! She is very communicative, thorough, and has phenomenal customer service. A completely stress-free experience. Above all I finally found someone I can trust and rely on for sound advice, who is also VERY smart. She honestly beats any other tax preparer out there and works remotely so I don't have to drive somewhere to do my taxes. She always asks if you have any questions and makes sure you understand the information. She charges very fair rates, nothing different than all my other places. Great value for the service you get! THIS WAS THE EASIEST 5 STAR REVIEW I HAVE EVER DONE! SIX STARS!

I highly recommend Jennifer Fierros's services. I was in the pursuit of finding the right tax…read moreperson that aligned with me and finally found Jennifer Fierro's services for taxes. Jennifer is very personable, knowledgeable, patient, and driven. Jennifer is dedicated to serving her clients and takes the time to understand clients. Jennifer Fierro's services is the place to go!

I cannot recommend enough!! If you're looking for detailed wealth management and tax services, THIS…read moreis the one stop shop!!!

Great place. John Allen has been doing my taxes for about 15 years. John has great advice on tax…read morematters.

I want to give a huge thank you and major shout out to Angie. She did in 5 minutes what no other…read moreFirst Citizens Bank employee could do for me in 2 years. I changed my phone number almost 2 years ago, and got the major run around for that long from employees. More than one phone call - oh, you have to go in person. First in person location - we can't change your phone number here... second in person location verified my identity for over 30 minutes (I mean, thank you for caring that much about my security? But I am me and had everything and knew everything, so it was overkill), but then changed my phone number in the wrong spot where I still couldn't log into my app. Angie here? Immediately told me she could help me, and after a sane amount of verifying my identity, changed my phone number where I could finally log into the app! Who knew it could take almost two years to get a phone number changed?? Someone please give Angie a raise, a promotion, or at least a gift for being an upstanding employee. I am so thankful for her, and she has saved my faith in First Citizens Bank.

Firstly, I don't understand how this bank is rated so low. I have been banking here for at least…read more10 years (when it was One West Bank) and all my experiences and transactions have always been positive. My go-to person is Jasmine S. - she is knowledgeable, intelligent, quick, patient and friendly. She is a multi-tasker for sure. This bank always offers the best CD promo rates compared to all the others around. I highly recommend this bank business.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

I've been using these guys for five years and they are well worth it. They helped me out with…read morestrategies, payroll, and so much more. I couldn't have asked for better tax advisors. They are always there with a quick response whenever I have a question. I highly recommend this company for all your tax and payroll needs.