I was provided a convoluted contract and offered services to lower my tax bill. My bill was not…read morelowered or positively impacted in any way however I continue to be harassed by this company and even threatened by collections for no services rendered. Do not use this harassing company.

We have use them used their services over the last three years and won't be using them again. Not…read morebecause of bad service but because we now fall into the over 65 exemption. Wish we knew about these fine folks, earlier. Saved us money every year and the fees were well worth it. Highly recommend them to anyone that doesn't have the time and or skills to fight, for themselves, with property taxes. Think it was Dave Lieber that recommended them, in his Dallas paper column. As a final parting, they sent us a letter telling us why it did not make sense for them to handle any more appeals (Over 65) but also the same goes for others that might come calling. Thanks for the service and help!! Kenneth

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

This guy is arogant and a complete joke. Use someone else for your tax or bookkeeping needsread more

From the owner: Let the tax professionals at LHP Tax Services take care of your tax preparation needs…read more Our tax preparers are thoroughly trained in the current laws, regulations, and techniques in our field. Ensuring that each tax professional is up to date with the newest information.

TLDR: The Tuttle Group utterly astounded us with an effortless, friendly, speedy, and (believe it…read moreor not) FUN refinance as self-employed individuals when no one else wanted to help. We decided to refinance our home to make some improvements and clear out some high-interest debt. We assumed (erroneously) that our credit union, which had held the current mortgage for 15 years plus our bank accounts and car notes, and a flawless history of payments with them, would have no trouble refinancing us, even though we are now self-employed, and making 3x what we made when they initially approved us. ***WRONG!!!*** After literally MONTHS of asking for documents, changing rates, long delays waiting for info from underwriting, and unanswered questions, we finally abandoned them in search of unconventional financing routes. We looked specifically for brokers in the area who specialize in self-employed people, and found a few. Some seemed a bit "green," some sounded less than friendly or just weren't interested in a smaller refi. But Tatiana with the Tuttle Group was super friendly when she reached out, and helped us arrange a video consultation with Andy Tuttle, the wizard of the Tuttle Group. During the 30 minutes that Andy spoke with us, it was like a crash course in financial planning. Everything he said made so much sense, and we learned more about mortgage refinancing than MONTHS of online research and questions we had asked to our credit union. Andy was up-front and told us that our best option might, indeed, be to go with the offer our credit union had finally extended, and that he might not be able to beat it. Still, he took the time to explain how refinancing in this "terrible Fed-rate" era could be financially advantageous to us, and told us to check once more with our credit union to see their final terms and if they were still locked in. I was astounded that he would take that kind of time to talk to a customer he likely wouldn't get any money from. We decided to proceed with the Tuttle Group, even if they couldn't offer us a better rate, simply because it was a PLEASURE dealing with them, they treated us like family, and everything Andy said made such good sense. Throughout the 2-ish weeks that ensued, their awesome mortgage gal Annie checked in with us regularly to make sure all our questions were answered. They seemingly required FAR less documentation than anyone else. But their stated tactic was to present a perfect, iron-clad package to underwriting up-front, so that there would be an instant approval and there wouldn't be a need for further questions or documentation. (Imagine that???) In what seemed like the blink of an eye, we were approved and ushered through closing. We simply could not be more impressed with the Tuttle Group. We've helped numerous friends and family through the mortgage process, and it's always like being put through a medieval torture device. This is the first time getting approved and closing was a PLEASURE. We NEVER had to contact them for questions, because they were always checking in to make sure all ours were answered. They were super friendly, familiar, informal-yet-professional, and we always felt like they had our backs and had everything under control. We actually looked forward to their calls and emails...imagine that??? Even though were were looking for a silly, small refinance and shouldn't have been worth their time, we felt like we had called up a dear family member who gave us the "hook up" our situation clearly didn't warrant. Astounded. Impressed. Thrilled. Grateful. These are some of the things we feel after our experience with the Tuttle Group. And I have absolutely no doubt your experience will leave you feeling the same.

We were looking to buy a second home and worked with Andy and Annie. The walked us through our…read moreoptions and were very thorough and knowledgeable. They provided very detailed presentations and walked us through them and answered all of our questions. I would highly recommend Andy and team.

So I had been working with the owner, Nydia Rios for some trust documents that I want it set up for…read moremy family and she has been super communicative and educational from the start. I would highly recommend her to anyone that is trying to make sure that their families are going to be financially taken care of in the event of a tragic loss!

From the owner: Contractors, Truckers, Realtors, Restaurant Owners, Entrepreneurs!…read more Tax season here! Are you ready? Prive Financial has your back with expert tax strategies and seamless business filing services for 1099 contractors and small business owners. Maximize Your Deductions Meet Filing Deadlines Avoid Costly Penalties Develop an Annual Tax Strategy Don’t leave money on the table! Call us today and get ahead of the game before the tax rush hits. Let’s keep your hard-earned cash where it belongs—in your pocket!

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I sold my business using this firm and would highly recommend them to any business owner who wants…read moreto sell their business for top dollar. I was with a business broker for five years and had ZERO offers, Josh Bammel and his team at Kratos closed my deal from start to finish in seven months, Wow! Kratos Capital - Dallas Mid-Market Mergers & Acquisitions firm is pleased to announce, Meheen Manufacturing, Inc & Evolve Capital in a partnership with the company's founder, Dave Meheen. Headquartered in the State of Washington, Meheen provides advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. "After looking for more than five years for the right firm, it became clear to me after only one conversation with Josh Bammel, that Kratos Capital was the right team to represent my specialty niche manufacturing company," said Dave Meheen president of Meheen Manufacturing, Inc. "The time was right to bring in new resources that can help manage the growth, not only domestically but worldwide. Josh Bammel and his team gave my deal a high level of energy, enthusiasm and integrity not found in other firms. Josh Bammel's knowledge of the M&A process was deal critical to finding the correct partner for my business and ensuring our success. My company was a very complex and unique deal which Josh and his team took the time to understand and manage my deal by bringing more buyers then I could've imagined." They truly did the heavy lifting and allowed me to focus on my company. I am convinced that my deal couldn't have been done without Kratos." Josh Bammel, Senior Managing Director of KC's Capital Markets group, said, "Dave and Evolve certainly made this deal fun. We're always pleased to see our clients expectations met in a timely manner. I am very happy for both sides of the transaction table, my team performed at levels never seen before in the I-bank arena. Kratos is very active in this space; we believe the global food & beverage markets have a long runway ahead, in particular the Craft Beer segment, both capital equipment and production side. Kratos is carving out a very comfortable place in this segment based on our proven process of institutionalizing private companies prior to market inception." Kratos Capital, founded in 2003, is an innovative M&A firm headquartered in Dallas, TX. The firm serves clients from two North American offices and location in Brazil.

After spending five years searching for help to sell my business, I guess I was like most business…read moreowners; feeling helpless. I was introduced to a Kratos Capital from a business colleague of mine who had previously used this firm to sell his business. I spoke with Josh Bammel and it became clear to me he understood me and what my value desires were. From the beginning, his team took the time to understand my niche business and market place. I felt this group really also took the time to educate themselves on the overall market place both domestic and international. I was amazed they didn't try to sell me services I didn't need, the Kratos team was very transparent and were available whenever I tried to reach them; very responsive. I sold my business in seven months from start to finish and found it very seamless using this firm. I would highly recommend to any business owner wanting to sell their business to contact Kratos and use this firm to sell your business, I am very happy with my results!

Look no further if you are a Merchant looking to Grow your business and a Merchant Services Sales…read moreAgent looking to Grow your income. All the pieces are in place that make this an ideal employer to work for and a customer centric company to do business with. They have been a leader in the merchant services industry for twenty years with an A+ business rating. If your looking for an honest, forward thinking company to work for and do business with, you couldn't have asked for a better Win-Win situation for all parties.

From the owner: In the years since our inception, we have successfully grown our business to become one of the…read morelargest privately owned and self-financed merchant service providers in the country. We are consistently ranked by the Nilson Report in the top 70 largest merchant acquirers in the country.