I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

I'm still in the initial stages of working with Apex, but I'm extermely impressed with Alvin and…read morethe information and service I've received so far. He has been helpful and I like that he is not just a "tax service" but also can help us in planning our financial future. His personal touch is a breath of fresh air. I look forward to continuing our relationship for many years.

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Used Kyle from 2017-2024 for our tax returns. Nice guy, but if your tax situation is more complex…read morethan a simple W2, look elsewhere. His returns consistently required multiple corrections due to obvious oversights. We had to review everything very carefully before filing. For basic taxes, this was manageable. The relationship ended when we needed help with a business EV tax credit issue. There were numerous details showing Kyle wasn't paying attention and was filing forms blindly without any investigation. His amendments kept getting rejected by the IRS. When I offered to give him power of attorney so he could properly investigate our specific case with the IRS, he refused, saying that wasn't part of his job. His final correspondence was offering to help write an appeal draft to the IRS without providing any details on how he would actually solve the underlying issue or do any due diligence. I'm saving the inner details as they would take too much time to explain, but after months of no progress, we hired another professional who diagnosed the root cause within days. Bottom line: Kyle doesn't do due diligence. Fine for straightforward W2 returns if you're willing to double-check his work. Not recommended for anything requiring investigation or problem-solving.​​​​​​​​​​​​​​​​ -------------- Update in response to business owner: Kyle claims several things are "misstated" but here are the facts for anyone reading: Regarding purchase structure: Form 15400 from Tesla clearly listed the business name and EIN. I sent Kyle an email explicitly stating the vehicle was purchased for the business. Kyle ignored both the form and my email. When the IRS first rejected our filing, I sent Kyle a screenshot proving I had told him it was purchased under the business name. At that point, Kyle tried to charge me an additional $500 for an amendment, claiming I had "never told him" it was for the business - despite having documentary proof that I had. Regarding "clear path to remedy": Kyle provided no actual solution. He repeatedly blamed Tesla for incorrect filing. Tesla then reviewed Kyle's tax forms and identified multiple errors KYLE had made, providing corrections. Kyle was simply deflecting his own mistakes onto Tesla. He also falsely claimed he had "the exact same problem with other clients." Regarding timeline and IRS processing: The delays were caused entirely by Kyle's errors, not IRS processing. Even after being told he made mistakes, Kyle entered my personal SSN instead of the business EIN on amendment forms. We discovered many other reporting errors after the second IRS rejection. The timeline was driven by Kyle repeatedly filing incorrect forms, not by IRS processing delays. These are facts, not misstatements.​​​​​​​​​​​​​​​​

I had a fantastic virtual consultation with Marina today. She is incredibly knowledgeable and was…read moreopen to answering all of my questions. My business is a bit complicated and I've already been turned down by one accountant, but Marina had no qualms about taking my accounting situation on. Thank you, Marina! I greatly appreciate having had the opportunity to meet with you!

From the owner: MSB Accounting Solutions is a reputable firm specializing in comprehensive financial services for…read moreindividuals, businesses, and organizations. Key services include: • Consulting & Fractional CFO services • Payroll & sales tax • Cash flow management, budgeting, & forecasting • Data analysis, financial & management reporting • Accounting, bookkeeping, system training, & consultation We serve a diverse clientele across industries like technology, healthcare, retail, and manufacturing, offering expertise tailored to each client. Our skilled team of financial professionals stays up-to-date with accounting regulations and tax laws to ensure accurate, reliable advice. MSB integrates advanced accounting software and cloud-based platforms to streamline processes and enhance data accuracy, providing clients with convenience and flexibility. Client satisfaction is our top priority, offering personalized service, timely communication, and proactive support. MSB upholds the highest ethical standards, ensuring confidentiality, integrity, and professionalism in all client dealings.

Scott has been doing my taxes for over 15 years!! He also did the book keeping for my catering…read morecompany. He is very nice, extremely knowledgeable and incredibly easy to work with.

Great cpa. Very knowledgeable!! Got me out of my share of jams. Makes time for you when you need…read moreit. I support Scott and give thanks he exists.

I was referred to them by a colleague whose entire family has been using them for years. I reached…read moreout to see if they were accepting new clients and if not, a referral would be appreciated. They referred me to H+R Block, haha. It came off as really condescending. But at least they replied relatively quickly, so 2 stars it is.

I've worked with Melani Markovich Joyal, CPA since 2002. She is simply the best. She is smart and…read morecaring and understands how to handle me perfectly. I trust her with everything and there is no way I'd go to anyone else. Work with her. I promise you'll not regret it.

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.

Eric Maclean is a excellent and knowledgeable financial adviser. After meeting with Eric many times…read moreto discuss my retirement. He has gained my respect and appreciation for his best knowledge of my finances and retirement. With his wife Chieko's excellent accounting skill, my confidence in there experience has gained my financial interest. Thank you

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

It's a rare thing to be able to describe an experience as perfection, but our time with Pioneer…read moreaccounting has been exactly that, perfect. The world would be a different place if everyone conducted business this way. The team is easy to get ahold of, knowledgeable and patient in a way that sets your mind and heart at ease dealing with a subject that can cause a lot of anxiety. Truly outstanding service.

I've waited a little while to write this review because most business relationships start well and…read moreenthusiastic but kind of fizzle out. This is not one of those situations, they have continually and energetically kept up with my demands as they've come up and have been a true asset to my businesses. They have been true partners in what has taken the majority of my time and given me peace of mind on the accounting side of this crazy new world of business. I can safely say that without a couple of key decisions that were made in part by some crucial pieces of information provided by pioneer accounting, I wouldn't be here today and both shops probably would have folded. On time, dependable, communicative and easy to understand, hiring this group was one of the best business decisions I've ever made.

Dave has completed my taxes for me the last two years. Pricing is reasonable, service is quick,…read moreand the quality is spot on. Dave ensures I'm truly qualified to take the deductions I claim each year. Best part, I no longer need to sit in front of the computer for hours completing my own taxes. Skingco Services is worth every penny.

From the owner: Meeting your tax preparation, accounting and bookkeeping, and payroll needs with personalized…read moreservice.