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    Bree Ward, EA

    4.8 (21 reviews)
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    Services - Bree Ward, EA

    Business filing for current tax year

    Current year tax preparation and filing

    Tax planning

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    3 years ago

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    4 years ago

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    6 years ago

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    6 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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    9 years ago

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    7 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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    8 years ago

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    9 years ago

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    8 years ago

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    8 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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    9 years ago

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    11 years ago

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    9 years ago

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    9 years ago

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    7 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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    7 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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    Ask the Community - Bree Ward, EA

    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).

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    People searched for Tax Services 1,438 times last month within 15 miles of this business.

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

    Dimov Tax

    (111 reviews)

    Dimov Tax has done our taxes since we moved to Texas a few years ago. We had to file in California…read moreand Texas the first year and also had a few complicated situations that required help navigating. Their team is responsive, detailed and very helpful. I plan on continuing to use them and would recommend them for your tax needs.

    Exceptional marketing, completely failed execution. We cannot recommend this firm. Their…read moreonboarding, SEO, and sales marketing are seamless. They know exactly what to say to earn your trust and rank at the top of Texas CPA searches. Unfortunately, the actual service completely fell apart after they took our money. The Process & Financials: We paid an initial pre-engagement consultation fee, followed by an upfront payment of $1,285. Our tax situation was not overly complex, but it required accurate handling. The intake team responded around the clock until the engagement letter was signed. Once paid, we received two separate tax return drafts containing significant data-entry errors. Had we not caught these mistakes ourselves, they would have caused us to overpay our taxes by thousands of dollars. We paid for CPA-level expertise but received subpar data entry. Public Regulatory Records: We later discovered that on April 8, 2026, weeks before we hired this firm, the California Board of Accountancy filed a formal accusation against George Dimov and his firm (Case No. AC-2026-10). This is a matter of public record. Had this ongoing regulatory action been known or disclosed to us, we never would have signed on. Our experience mirrors the exact patterns openly discussed by other clients on Reddit and Yelp. The Disappearance: After the multiple alarming errors, we had zero trust in the firm's capabilities. We felt it was a real risk for them to prepare our taxes. We sent a formal refund demand directly to George Dimov using the exact email addresses listed on our engagement letter (and CC'ed ourselves to verify delivery). We also sent it to the team who had prepared our taxes. Following our refund request, the firm went completely silent. No response, no explanation, and no attempt to clarify why we are not entitled to a refund. Not a peep. That is not normal. To the Dimov Business Response Team: We have kept flawless records. We provided organized documents, full disclosures, and paid in full upfront. Do not attempt to reply to this review by claiming we are "not in your system," blaming a technical bug, spam, or mischaracterizing us or our tax profile. We have the signed engagement letter, the timestamps, the error-riddled drafts, the payment receipts, and the sent emails to back up every single word written here. We are hardworking Texans sharing our authentic, documented experience to help other consumers make informed decisions.

    Five Stone Tax Advisers - RecognizeGood Ethics in Business Awards

    Five Stone Tax Advisers

    (265 reviews)

    I started using Five Stone Tax Advisors to challenge my Austin property taxes (two properties, for…read moremany years) for quite a few years now, after a bruising meeting with the Travis County committee that meets with homeowners, a horrible experience. Most years, Five Stone has been successful in getting the appraised value of my home lowered - sometimes by a lot. I think the fee they charge for this is reasonable, and they seem to be efficient and very easy to deal with. Usually, we exchange only 1 or 2 messages per year. They donate a substantial portion of their profit (about a third) to local charities, and they invite their clients to choose from a list. They're a great business; highlky recommend.

    Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

    Insogna CPA

    Insogna CPA

    (45 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.

    Bree Ward, EA - taxservices - Updated June 2026

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