We have worked with Greg for many years. He is so knowledgeable and always provides good advice. We…read moreare so lucky to have him as our CPA!!!!

Greg is a local Austinite who knows his stuff about all things tax-related;…read more He gave me fantastic advice on cashing stock to pay off college debt for my two kids and he perfectly calculated capital gains tax even with multiple stock splits; Greg knows his stuff and is a good guy!

I have been using Brian for a few years for Corporate and Personal returns…read moreI have found him very knowledgeable, reliable, honest and always VERY responsive! His fees are fair and he is easy to work with: easy instructions to upload docs into portal, review of documents, etc. Thanks Brian for your support. Dan

We have been using Brian for our taxes since 2014, and it continues to be a great decision. We…read morefirst met with him when we lived in Chicago and continued to send our paperwork his way after we moved to Austin. The opening of the Austin office is fantastic -- even though we do everything through the portal, it's exciting to have a hometown option. The process is easy: upload all of our documents to the portal, he sends questions our way, and then we see a draft and final copy. Also, when I changed jobs midyear a few years back, Brian provided quick and helpful info that helped us make informed decisions. Overall, I continue to recommend his services highly!

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!

I hired Scott & Aderholt to do my taxes for my LLC. As a new business, and a first time LLC owner,…read moreI couldn't risk making any mistakes on my taxes by doing it myself. Kevin Aderholt was extremely thorough and not only did the filing for me, but also educated me on what I needed to do moving forward to remain in good standing with the IRS, as well as save the most money on taxes long term. As a small business owner, this gives me much needed peace of mind and it means that my taxes are one less thing I need to worry about since I know that I'm in great hands with Scott & Aderholt. I'm happy to say that I'm a Scott & Aderholt client for life, and I happily recommend them any chance I get.

Kevin did a wonderful job of informing my husband and i of what to bring to the appointment and…read morewalked us through the entire process of completing our taxes as well as letting us know what tax breaks we qualified for. The entire process was quick, easy and thorough. We will definitely be back to see Kevin again next tax season!

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.

Scott stepped in and helped me with some IRS matters that I had neglected for a few years. The…read moreissues were somewhat complex, having to do with IRAs, inheritance and trust issues. Scott made sense of what we had in the way of documents, prepared the returns and other forms, and got us squared away. I could not have handled this without Scott's help. He's a good communicator, worked promptly and efficiently, and has a great staff to facilitate the process. His fees are reasonable and the time charged was not excessive at all. I wholeheartedly recommend Scott Schaubhut to anyone needing a CPA in Austin.

I have 2 small businesses with tax issues from last year. My request is Urgent,…read more They responded with "it will be 6 months before we can look at your file." Obviously not a good match. Since I have nothing to say, I've said nothing. But. They have harassed me for a review.

I want to update my review with additional information…read more Shortly after I posted my review, I received a call from Dana. She wanted to check whether I had received an email from Samantha so she gave me a name to search for. I found it so I pointed out that the email did not give any indication of a business response and I was waiting for a phone call, not an email as Sue had promised. This company has good intentions but poor communication issues. Dana seemed unaware that her folks could text so I pointed out that the text messages (through Yelp) had been flawless. I told Dana that I would upgrade my review from 1 to 3 because of her follow through. Dana waited a reasonable time before making a follow up call. She asked me if I got her emails and I said no so we did the search thing. I searched for her email and it came up "Executive Assistant". Talk about a spam flag! Sorry Dana, that's an email I would never open without an advanced "heads up" warning.

My Mom passed at the age of 95 this year. I had been handling her financial affairs for the last 2…read moreyears prior to her death. John Lewis was her CPA for many many years. During that time, John patiently advised me on handling her last 2 years of returns. Since her passing, John has helped me navigate her final return. He had been enormously helpful as well as kind. The whole estate thing was very overwhelming and I had no clue what I was doing. Both Heritage Law and John Lewis CPA walked me through the process, which I as executor , was entirely clueless how to proceed. Both Heritage Law and John Lewis, CPA have my gratitude and I highly reccomend them!

Drew at John Lewis has done an amazing job with our taxes for the past 3 years, since they got too…read morebig for me to handle. Thanks for all your expertise and hard work putting them together for us.

I found Paul via nextdoor, he was highly recommended by a lot of the neighbors. I gave him a try…read moresince I had a problem with my previous tax return. He fixed my IRS problem for me!! He is very friendly and knowledgeable. His working hours is very flexible, especially my husband and I both work full time with kids. He came to my house to drop off the docs on the weekends! While he was working on my 2019 tax return, he always emailed me for my status and kept me on track, he seems very organized too!! I got A+ service from him! I have never received such service from other CPAs before. I don't have to bug Paul to finish my return, he is fast!! I'm happy to find him to be my CPA!

Paul Matthews has been a godsend since we began working with him after moving to the Austin area…read more He is knowledgeable, trustworthy and easy to work with. A CPA and CFA, he takes our rather complicated tax return and works his magic. We highly recommend him to anybody who does not want to deal with tax forms and all other stress created by government regulations during the prettiest time of the year. You will not be disappointed.