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Bree Ward, EA

4.8 (21 reviews)
Open • 8:00 am - 6:00 pm

Services - Bree Ward, EA

Tax planning

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9 years ago

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5 years ago

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3 years ago

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6 years ago

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6 years ago

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3 years ago

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7 years ago

Bree is very friendly and helpful. I called asking questions about taxes and she took the time to answer my questions and giving insight.

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8 years ago

Bree is thorough, knowledgeable, efficient and delightfully personable. She got us more of a return than expected. Thanks Bree!

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9 years ago

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10 years ago

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8 years ago

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11 years ago

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9 years ago

Bree was great to work with and was very efficient and knowledgeable. I would definitely use her help again and recommend her to others!

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10 years ago

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10 years ago

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11 years ago

Bree has taken care of our personal taxes as well as the taxes for our SCorp for the past 2 years. She has done an excellent job with both.

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10 years ago

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8 years ago

Thanks Bree for helping us with our taxes. This was my first time using Bree and will be back again next year.

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8 years ago

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11 years ago

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10 years ago

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Review Highlights - Bree Ward, EA

“After mucking up my own TurboTax (a owed estimate of 18k made for the fastest yelp search of "tax help" ever).”

Mentioned in 2 reviews

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Dimov Tax - George Dimov, C.P.A.

Dimov Tax

(110 reviews)

I am happy with my experience with the Dimov accounting firm again this year. They expertly handled…read moremy taxes from two different states. Would recommend!

Addendum (07/23/2026):…read more Don't worry I have fully accepted in my conscious that I AM NOT GETTING MY MONEY BACK, and I'm doing this so you don't have to go through it. I wish I could give this company a zero star, so incase you were wondering why there aren't more 0-1 star reviews it's because it's half bought and paid for . Upon reaching back out to me to "resolve" my issue, it was structured in a way where they held my refund hostage, and as a matter of fact, it's not even the full amount I was "offered" $460 refund so long as I take my review down. Now that had pissed me WAY off more than me missing out on my full amount, because now I understand I was led to believe that these are all genuine reviews, which in my eyes looks like VERY BAD BUSINESS PRACTICE and I can only imagine the less fortunate who come to this firm just to get screwed over on their last dollars (I am blessed to for this to not be the end of my world). Let alone they would not just refund because I requested a charge back to my card that I used to pay and well my credit card company is no help to get the funds back for failed service. Don't believe half of what you see here because I'm understanding this is paid biased reviews which is just shady. A big screw you to this firm for screwing MULTIPLE people over and holding their refund as a bargaining chip for dishonest reviews. If you want to experience highway robbery and bottom of the barrel service for your taxes that will have you end up in more tax trouble than you started with? Well look no further than Dimov Tax! It is so unfortunate to have to write this due to how frustrating this company which is odd, because I did my taxes with them in 2025 and it went "okay." This year 2026 was nightmare, I asked these folks to help me do my taxes, charging ~$600 which extremely overpriced considering this office uses Intuit which means at this point their process should be automated... they aren't truly trying to crunch numbers. With that being said, its even more ridiculous that I did not have a completed version of my taxes 100 days after I paid... and this is after days of me pulling their teeth in order to get information on where my tax filings were? Finally I decided to go to a very local tax office in Cedar Park and they resolved my issues within 5 days! So that makes emergency question: what in the actual hell is going on in this office if this is all automated, and another office of just 2 people were able to figure things out within 5 days, in which it took this office 100 days. Oh by the way, I tried to request refund for failure of $600 back, it got declined, so I can kiss $600 good- bye and pay late filing fees. I would keep writing more reviews if it were possible so other people who are not as fortunate, to have to go through all of this frustration and lose a lot of money over company who can't get their job done correctly and on time. Side note: I can totally see AI getting rid of this company for their incompetence and failure of being able to provide service.

Christine M Hyche, CPA

Christine M Hyche, CPA

(10 reviews)

Bryker Woods

Christy has been my CPA from the start of my business and I can't thank her enough. Most people…read morelook at a CPA as just another person you go to during tax time who might be able to save you some money. Christy is much much more than that. She is a valuable partner and asset to our small business. We don't just talk to her during tax season but throughout the year. She is always quick to respond back and answer any of my thousands of questions I send at her! I swear this lady is tough! I thought she would have gotten tired of me by now but instead she is super enthusiastic that I am interested in learning more about taxes and strategy rather than just dumping everything on bookkeepers and CPA's to handle. Reach out to Christy because I guarantee that you won't find another personable resource who will go the length to delivery the highest quality service she can provide.

I feel so fortunate to be one of Christy's clients. I have my own single-member LLC plus…read morehalf-partnership in another LLC plus W2 income. There's no way I could manage the tax implications for all that on my own. Christy is incredibly responsive and patient, and she explains her answers in ways that are easy for me, a non-CPA or tax expert, to understand. She also coordinates with my financial planner (who she recommended and is great) to maximize my tax benefits and retirement contributions. When the IRS didn't grant me my full refund one year, Christy also communicated with the IRS on my behalf, figured out what the problem was, and resolved the issue so I could receive my full return. Best of all, maybe, Christy is human. I always hear her "voice" in her emails, not just dry responses to my questions. She is kind, empathetic, and funny, and I always feel comfortable with her. If she's ever taking new clients, get in with her while you can!

Insogna CPA

Insogna CPA

(44 reviews)

Westlake Hills

Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

The Financial Interior

The Financial Interior

(22 reviews)

I picked this firm for the simple reason that I ran into a few tax return challenge beyond my…read moreexperience that didn't fit neatly into the commonly available software. I had less than 2 months to meet the 10/15 extension fed tax filing deadline. I was totally blown away by the service I received and the personal attention. I don't know if Marie (and company) are in the aggressive, building-client base mode - but the customer service and attention to detail were simply off the charts! I often work on projects myself where there is a beginning and an end/completion. But what I most appreciated about this experience was the communication points during the process. Marie kept me informed about progress and obstacles through out - I never had a time that I felt I needed to know more and initiated a request. She proactively kept me updated or asked for additional data when needed. Lastly, and this part I almost hate to mention, is that my work recently has been highly demanding on my time. Marie was able to reach me after hours or on weekends to chat when I was free. I don't really want people to give up their free time - but in this case, it was super convenient. Based on my short exposure, I can give this firm my highest recommendations.

I have now been working with this team for several years, and also got my Aunt to use their tax…read moreservices. I have been extremely happy - great group to work with, very communicative, and on time.

Bree Ward, EA - taxservices - Updated November 2026

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