I used them for their bookeeping and tax services for about 5 years until I cancelled last month…read more To my surprise, I was charged a full month of bookeeping services even though they closed my books on the 12th. The full month didn't finish and my services were done without the full month of service. I understand that I had to pay for the month but why am i charged a complete month when my books were completed on the 12th and there was still a couple weeks in the month. I reached out to them to ask but was no one has responded. It's a shame that I've been a customer for all these years and was treated this way.

Had a phone consultation with Lauren today, and I must say I am impressed with the level of honesty…read moreand willingness to answer my questions during a consultation. My wife's business is small and just starting out she did not try upsell me instead she provided a clear path on a few questions I have. I will definitely be using Agee Business solutions for our business and personal taxes and once our business grows and we add employees I will seek bookkeeping services from them. Highly recommended!

Warning do not use Shepherd Tax, Ever! I found Lisa online and thought I would give her a chance…read morebecause she was an African American woman. I needed to catch up with taxes as I missed filing for one year. After sending files, something didn't add up, she said my return would come back little to none with 2 years of taxes. I didn't owe. So I should have gotten some kind of return. Before she did the final submission I took my taxes to H and R Block. They filed and I actually got a return. I paid Lisa 450 DOLLARS for the service which is way to much and she would not return the money as she didn't complete the filing on my taxes, I had to go to a professional to get my taxes right. Please do not ever use her services, she will take your money and do nothing for you, as she demands the cash up front. WATCH OUT FOR THESE TAX SCAMMERS

Lisa is very professional and knows her stuff. She not only assisted me with my Taxes, but my son…read moreas well. Her prices are fair and competitive. I would recommend her services over any other company. The process was smooth and she got me a big refund back. I will using her services for life. Thank you

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Easily the best team I've worked with for taxes, accounting, and investments. They've managed both…read moremy business and my wife's taxes for four to five years now, and they're always ahead of the curve with new strategies. I've referred several friends, and to this day, every one of them still thanks me for the introduction. It's rare to find professionals in this space who you can genuinely trust... people who understand where the industry is headed and actually advise you on how to stay ahead.

Rosana was really good and patient with me. She answered all my questions that I had. i been going…read moreto other places the charge me so much and treated us like a drive through and when we asked questions they would tells us we cant use that on our taxes. I found out that I was able to claim my daughter that going to full time in collage all this years and everyone else was telling me I couldn't so I lost on that and I always had to pay the back instead of getting back. Thank you again for a great job that you did.

I've been coming to Rosanna to do my taxes for years! I won't go to anyone else because with her I…read morealways get more on my tax refund than with others.. I'm not sure how taxes work but she definitely knows her stuff and is GREAT at her job which is why my refunds have been better than ever, ever since I started seeing her! I highly recommend her!

I contacted through Yelp and received a quick response. She was on time and very professional…read more Thank you again for your service, would define recommend uses and will use her again when needed.

Notary was quick and efficient. I had a last min document and she showed up on time and ready.read more

Laura has been our CPA for the last few years and I can't say enough about her knowledge, kindness…read moreand support. We have a fairly complex tax situation ( multiple homes, multiple businesses) and generally are in a challenging tax situation. Laura's knowledge helped me with a tax error from a prior provider and saved me over 40k! She is always available for question and just a kind business woman. She is a credit to the community and excellent in her field. Her rate is very reasonable and this year she identified valid deductions from my rental home I hadn't even considered- just from a conversation! I went years thinking I could manage my own taxes as I am Financial services. Laura saved me close to 80k I would never have managed on my own. Trust me - let an expert help you and pick one you can trust like Laura!

Laura knows what she's doing! Great service and very professional! The best CPA in the Desert!read more