I can't explain how Frost, and particularly Mary Lundstedt, have changed my life for the better. As…read moresomeone with pretty bad anxiety any tax issue/form is daunting. Mary has led me through the ins and outs of my situation with a degree of patience, candor, expertise, and (above all) empathy that I could not have anticipated even existed. I would be in a permanent state of anxiety without knowing Mary is a call away. They're a blessing. Honestly.

Mary Lundstedt at Frost & Assoc is an absolute superstar. After fighting with the IRS for years ,…read moretrying one of the "radio" tax firms I contacted Mary. She was highly supportive and developed a very effective strategy. Throughout the process Mary had confidence and adapted to whatever was throw at us. In the end we were successful, this would NOT have been possible without Mary. Highly recommended!

Poor service, egomaniac running this place who has time to sling immediate personal email attacks,…read morebut took a month to tell me that he can't help me with a business matter. Actual exchange between the owner, Johnny Castro and me (names and personal details removed): Me: Thank you for the referral, but a piece of feedback for you... it would have been good to know this a month ago when I initially reached out with my need and sat waiting for the initial consultation today, versus 4 minutes after the consultation was scheduled to start. I've lost valuable time in resolving this issue... sadly unprofessional. Johnny: It's people like you that really make us question offering free consultations to begin with. Our firm generates over $20m annually, so we have very limited time to review non-billable emails. But when we do, we kindly provide substantive guidance or make referrals to the right people within our global network. Me: My firm generates $17B in annual revenue and I get back to people within 24 hours of their initial inquiry. Johnny: Lol, okay man, being an employee of a company doesn't mean you're making that amount. You make $300k tops. Piss ant. Me: You have to pay people so you don't take home $20M either... douche bag... LOL

Despite never writing reviews, I'm compelled to share the experience we had with Castro & Co. While…read moresome of the staff were helpful when they responded to emails, the interactions with John Anthony Castro (owner) were by far the most unprofessional and disrespectful I've had with anybody in my personal or professional life. My experience mirrors some of the comments below with regard to the completely inappropriate personal insults and complete lack of communication when emails aren't responded to for months. Further, he's placed the blame for mistakes his firm made in not remaining up to date with regard to tax law, on the client. The damage has been done in our case, but I write this review to hopefully help others avoid a potentially very costly mistake and extremely frustrating experience with a process that's already stress inducing and convoluted.

Experienced, effective litigator and strong advocate for his clients. Responsive and dependable,…read moreand I'd hire him again, no question.

From the owner: Estate and trust planning and adminstration. Guardianships and conservatorships. Litigationread more

I don't have the most complex taxes in the world but I had a few issues that I felt like I needed a…read moretax adviser. I got Kim's name from my financial planner who helped deal w/ some finance issues after my dad passed. Anyway, he didn't know Kim but someone on his team suggested Kim. Scheduling was fine, I was able to get in relatively quickly. When I introduced myself, I said I got her name from my financial adviser. She asked me who he was, and when I said his name, she went on about how well she knows him, and it's great to work with one of his clients. I should've known she was a shyster then. I didn't say anything and just nodded my head, it was during work hours and I just wanted our mtg to be as efficient as possible. Anyway, she looks over my statements, and looks up at me and says "well haven't you done well for yourself". Um, yeh, my dad died and left me some money. Aren't I lucky? I was pretty offended, it's like she was sizing up my financial situation in some sort of creepy, greedy way. After reviewing my paperwork, she told me it'd be $1200 to file. I was shocked, but it was late in the season and I needed to get my taxes filed. She said "I'm not the cheapest, but I'm very good", actually, she should've said, "I'm a total rip-off but at least I fill out the correct papers and submit them on time." I didn't learn anything new, I didn't save any extra money, I simply had the correct forms filled out and submitted on time. From looking at the other reviews, it's pretty clear that $1200 is her base fee, which is INSANE. I highly encourage anyone to look around even a little bit, and you'll easily find other CPA's that will give you great advice for a quarter of the price. Oh, if you file taxes w/ Kim, you get a login to a website where you can upload additional forms. And you'll get to download your taxes at a later date. Wow, so worth it.

I agree with Marina H. I had the same experience. Kim seemed very personable when I first met her…read moreand it seemed like I would be taken care of. She listed her many years of experience and the fact that all of the returns are checked by two different people. When I mentioned that the $1200 was high, she said that the cost was essentially a retainer for her services for the entire year (e.g. tax planning, answering questions, etc). The same thing that happened to Marina happened to me. While she's responsive through email and phone before she has your money, you have to hunt her down after you fork over the funds. It became so bad that I put in a weekly calendar reminder to either call or email Kim. Even after I filed my taxes, I would try to contact her with questions and she never got back to me. I told myself that I lost a lot of money and need to move on. Then I had to revisit this frustrating exchange with Kim when it came to getting my old tax return for a mortgage application. She was so bad about returning my emails and calls that I started numbering my emails in the subject line. Since the mortgage process is so sensitive to timing, i made it a point to email and call every single day. Finally, I heard back from her and she said that her uncle, sister-in-law and nephew died, and she had a hard time dealing with it. I'm sorry to be callous, but she is running a business. We are not friends and frankly if that was the case, one would think that if this were a professional business, she would make arrangements to have someone answer emails and phone calls to tell clients that she would not be available for personal reasons. I've been down this road of non-response from her before, so I was reluctant to believe any of it. To summarize, if you are looking to do an individual tax return, look somewhere else. You don't get what you pay for with her.

I was referred to Alan by a friend who is a partner at a tax law firm in DC. Alan is very easy to…read morework, a sophisticated accountant, and his firm is savvy with even the newest tax laws -- including overseas taxation, international reporting requirements, and cryptocurrency transactions. Highly recommend working with Alan!

From the owner: - Corporate, partnership, trust, individual and fiduciary tax return preparation and planning,…read moreincluding tax consulting and compliance, state and local tax and international tax - Annual financial accounting services - Design and implementation of internal accounting systems - Estate administration and planning - Employee benefit administration - Representation before federal and state tax authorities - Business valuation and appraisal services - Financial projection, analysis and budgeting - Litigation support - Business, financial and management consulting - Assistance with property tax returns, payroll taxes and other related matters.

I hired Ms. Arnett to create my Living Trust and my Last Will and Testament. I knew the time had…read morecome, but I was naive. I thought I just needed a Will. But after interviewing me and taking meticulous notes on my wishes, she helped me understand that especially because I own a small business, a Will was not sufficient enough to honor my wishes. And this was no upsell. It was a lesson about how little power a Will has and how much it doesn't cover. And I think most lay people like me would be surprised too. It's not just about who you want your deceased grandmother's jewelry to go to. What would you do if you were still alive, but unable to make decisions for yourself? If you own a small business, what's going to happen to it if you die? What if you have no wife, siblings or children, such there would be not be an obvious or lawful choice as a beneficiary? And if a Court had to ultimately decide for you, would you want some random Judge making these decisions - all because you didn't want to spend the time and money to create the needed official legal documents that ratify your wishes when you were still alive? Ms. Arnett was willing to negotiate a very fair cost for drafting these docs and was more than patient with me when some life events caused me to take a really long time to review and proofread the drafts of all of the docs, even though she prepared them in a timely manner. And when it was time to sign all of the documents, she included two of her own assistants, necessary to serve as two witnesses, with one being a notary public. I give BT Arnett my highest recommendation!

From the owner: International and Domestic Estate and Transfer Tax Planning, Business Law, Probate Estate and Trust…read moreAdministration, and Legacy/Gift Planning

great service handled a small escrow issue very well . would…read moreuse again in a minute. it could have gone south quickly

I learned of Avenue Settlement through a recommendation and was very pleased with their service…read more David and team were professional, helpful, friendly, and very responsive. They helped us with necessary paperwork that provided tax advantages we weren't previously aware of. Everything went smoothly and without a hitch.

After J&M handled my dispute with the IRS very well last year, I did not hesitate to file my 2012…read morestate and federal income return with J&M this year. Everyone at J&M was extremely professional and friendly. The price was affordable. The results was awesome, J&M got me back the largest refund I have ever seen. I look forward to doing more business with them in the future.

From the owner: Our business specializes in assisting individuals who have multiple years of unfiled tax returns…read moreand/or owe $5,000 or more to the IRS or State in back taxes. We also assist individuals who are undergoing an audit of their tax return.

I've never been treated so unprofessionally and had my taxes done so badly that the IRS sent me a…read moreletter about it, but this H&R Block delivered! Kanika Johnson screwed up my 2023 taxes, and then ignored my repeated emails about it. I didn't get a response from this office until I started filing complaints with the Better Business Bureau and regulators. Then they told me that my 2023 taxes were correct, except I had a letter from the IRS saying they were definitely not correct. Also, this location told me my *2022* taxes were wrong. Which is funny, because H&R Block also did my 2022 taxes. This H&R Block charged me more to itemize my deductions than I saved by itemizing, and I never would've done that if their pricing was transparent, except I couldn't figure out how much things cost. Avoid H&R Block, and this location specifically, at all costs.

Friendly, fast and efficient! I arrived half an hour before my appointment so a different CPA took…read moreme than the one I was scheduled with, and he was done doing my taxes before my original appointment was even supposed to start. I highly recommend Ismail; he was both speedy and professional.