I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

A CPA in Frisco, Texas was recommended to me after my mother died and left a very complicated…read moreestate. I waited an entire year for the goof to do my taxes. I'd call every three months and was promised tomorrow over and over. Then he said he'd do it for free since it was taking him so long. Well he never did them and asked for him return them after over a year. I was referred to Lisa by my attorney. She sat down with me for over an hour as I told her my convoluted tax story. I left her a stack of papers about 2 inches tall. Within a few weeks, she was finished and I got my 10K refund. This gal is terrific and will do my taxes until she retires.

this is my second year working with Lisa and each year I appreciate the professional, timely and…read moreaccurate service provided. she's affordable. She's very efficient, knowledgeable, and talented in her profession of tax services. I feel confident when working with her. She's always responding timely when I have questions and I look forward to working with her next year

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business…read morequestions regarding our taxes. She is customer service focused and it shows in the works she delivers.

Great service! The whole process from start to finish was easy and VERY conveinent for me! The…read morebeginning of the process I was given a list of things required to do my taxes. I simply gathered all the needed documents up and sent them right back (electronically which was awesome!). The next day or so I had a summary of my return, which I thought would take longer since I have rental property and other items that made my tax prep a little more complex but they handled with total expertise! After I reviewed everything I gave the GO and I was sent a form for eFile and I was done! Very reasonible price too for the level of service and conveience, much better than that H&R place :)

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

I knew I needed help with my taxes this year. I'd moved, I'd had a regular job, but also a contract…read morejob - basically, I had no idea what I was doing when it came time to file. I'd researched some places on Yelp and called several "real" accountant firms, including the one that says they'll give you a free consultation, but they couldn't help me file my return on time ...or in one case, even bother return my call. They said they'd help me file an extension, but it was MARCH, yes, kind of late in the game, but early March and I still had over a month before taxes were due. I'd held off on calling Ameritax because I'd used places like H&R Block before and they were crazy expensive and you got charged for filing federal and then for state and then for filling in the interest you paid on your student loans and I didn't want to get gouged at a chain again. Finally I called just because I knew I needed help and they did have a good review, so I was hopeful that it would work out. Kevin did return my call and in a timely manner and we scheduled an appointment. They're even open on Saturdays, so it made it easy to find time. Kevin was great and very helpful. He didn't balk at the fact that I'd had several W2s with me plus a 1099 contract form. He didn't bat an eye at filing an out of state return. He also helped me write off moving expenses with relevant questions and student loan interest without any superficial charge. In addition, he was very fast and I was extremely happy with the results. I was afraid with the contract work, that I'd end up owing money this year, but it turns out that this wasn't the case. When all was said and done, I got a good return and I owed Ameritax no more than I expected to pay, although my service ran about twice as much as the normal tax prep cost because of the 1099. I told Kevin about the other tax places being unable to help me file on time and he couldn't believe it, which is funny, because I couldn't either. I'm glad that they were, though because I'm very happy with Kevin and Ameritax and with the level of service he provided. He's got one very loyal customer in the years to come.

Melody was fantastic! She handled everything with impressive professionalism, deep expertise, and a…read morewarm, personable manner that truly elevated the entire process. She was thorough, attentive, and made even the most complicated details easy to understand. We felt completely confident in her work and appreciated how effortlessly she guided us through each step. We couldn't be happier with the service we received and highly recommend her to anyone looking for a trustworthy, knowledgeable, and client‑focused tax professional.

Best tax man in the business. Thank you Mr. Austin and staff. You guys are amazing. Please continue…read moreworking hard for people and the community. Highly recommended!!!

Best of the Best. Top notch professionals. I have been a client of theirs for several years and…read morealways know they will go above and beyond to help their clients.