I had a consult with Jerry ahead of 'tax season' because my situation is complicated. I wanted to…read morepredict what my tax liability would be and what documentation needed to be collected throughout the year to support my tax filing, given what seems to be a hundred complexities, like being a 1099 contractor, single mom and doctoral student who recently relocated for a job--that's just the tip of the iceberg! Jerry was friendly, knowledgeable, and left me feeling confident that he could handle my situation. I can't tell you how much time and stress I spent last tax season on TurboTax, at H&R Block, reading fine-print IRS guidance on niche caveats and rules, and badgering my friends in the tax business for advice about my unusual situation, but I won't be doing that next year! Jerry will be taking care of it, I'm relieved to say. My tax-industry friends will be appreciative that I found Jerry too! Many thanks for Franklin Tax Service.

I found Franklin via word-of-mouth and Jerry provided a consult over the phone. No nonsense,…read morehonest and personable. I look forward to working with him going forward and know I'll be in great hands. Have a complex tax situation? Franklin may be just what you need.

I have been working with George Dimov and his colleague Anvar on my taxes since 2017. I originally…read morefound the Dimov practice because George was one of the few people that understood how crypto taxes worked at the time, and since then he and his team have continued to deliver tremendous value to me and my family. They helped me set up an S Corp and payroll, they helped me navigate moving my business from New York to Colorado, and they've helped us with LLC filings and taxes for an unrelated entity as well. They've helped us with tax filings across the country, including California, New York and Colorado. There has so far not been a single tax question that I've brought to them that they haven't been able to help me with. George has built a great team and I look forward to continuing to do business with them in the future!

Spent thousands of dollars to only be able to communicate by email (they "gift" you a 15 minute…read moreconsult if you want it - like that would be enough time!!). Somehow they needed about 10 reps to handle my tax prep, payroll & quarterly taxes, meaning I had no idea who was actually in charge of my accounts or who was doing the work. I have had to constantly remind every rep to do their jobs throughout the year and they still fail to do anything in a timely manner, or at all. What a huge waste of money

Professional, personable, knowledgeable and detail oriented. This is a company you can trust.read more

Professional service, friendly, and willing to go the extra mile to help their clients.read more

In short, my experience with Colonial Tax Consultants was easy, expertly handled, cost effective,…read moreand highly supportive. In fact, I quickly found everyone there to be highly competent, resourceful, and focused on getting me what I needed. I could actually trust and rely upon each person and every person on the team. CTCtax.com, you certainly live up to your reputation (resolving tax liabilities and ensuring my rights as a taxpayer) and you deliver on your word. What a relief! Say what you will about the hazards of tech and social media, in this case, it paid off! How else would a gal from the West Coast find an amazing tax consultant (in Denver, CO of all places) for a tax issue that had nothing to do with Colorado? Over the years, I've successfully navigated IRS/tax challenges on my own. In fact, I might be one of the few who has actually found the IRS easy to work with - some agents more than others, but overall, a good experience. Well, THAT changed! In 2020, it became nearly IMPOSSIBLE to get through to a human being at the IRS. When I was lucky enough to finally speak with an actual person, I could never resolve my pressing issues or get answers to time-sensitive questions. I was beyond frustrated and needed help. No, in fact, I was done! I just wanted a Super Hero to *handle things* for me! After a bunch of due diligence and online research, I reached out to Colonial Tax Consultants as one possible option. In comparison to the others I called, I felt reassured during my initial conversation with Rick Peart (Senior Consultant). Immediately I had information and with that new-found knowledge came choices. Given my burnout and demands on my time, I opted to hire Colonial Tax and have them take care of things on my behalf. The BEST choice I could have made. In the relatively short time it's taken to resolve my issues, I've gotten to know three of the folks in their office. Since I am out-of-state, I was initially concerned and wanted ONE point of contact. However, working with them as a team has always worked to MY benefit. Here's why - Colonial Tax Consultants is a rare breed. Their internal communication and overall systems must be in great shape, because regardless of who was helping me, everything flowed - always! I never had to repeat myself or get someone else to speed. They were always on top of things and kept me informed. Thanks to Colonial Tax's expertise and follow-through, I'm in the home stretch and on cruise control. In the end, they were able to reach what I felt was a fair agreement with the IRS and work out something sustainable for me. In addition, they found something else that I was NOT expecting and this really helped me out. Bonus! Colonial Tax Consultants... you're doing good work in the world. Thank you ALL for being my Super Heroes!

We contacted Colonial Tax Consultants to investigate open IRS issues. I expected a long sales pitch…read moreand many promises. I spoke with Rick Pearlt, Senior Analyst who was straightforward. There was NO sales pitch, NO promises. Rick asked for pertinent info so he could ascertain IRS' view of the situation. He impressed that he would be back in touch in 2-3 days. He responded with his researched analysis in 2 days, clearly explained his findings. There was no mention of consult fees for the work he performed. When I questioned this, Rick stated he provided info and 'if' i did need tax resolution services down the road that he and Colonial Tax Consultants are here for me! Aside from his invaluable information, I was deeply touched by his sincerity and 'do-the-right-thing' philosophy.

Amazing response time, super helpful and friendly. The reviews he already has say it, but I want to…read morereiterate his willingness to drop everything and help you thoroughly. I had my first in person meeting with him today, he was prepared professional and it was very productive. I was so impressed with his rates compared to his work, I look forward to doing business with Greg for years. I feel great about the direction we are headed from his advice.

Not Trustworthy. My experience with this accountant was extremely frustrating and unprofessional…read more Over the course of 2 months, I was repeatedly told that my tax returns were 80% done or would be finished "by the end of the week," only to discover later that no progress had been made. I followed up respectfully every 2-3 weeks to check in, but was accused in an aggressive email written in all caps "DON'T TELL ME WHAT TO DO!!!!" and of bothering him every 2-3 days. The tone of that communication was unprofessional and unnecessarily hostile, especially given the delays and lack of transparency throughout the process. His excuse was always that he has over 400 clients to "deal" with. Reliability, honesty, and professionalism are the minimum you should expect from a tax professional, and unfortunately, those were sorely lacking in my experience. On April 15 I gave him an out by specifically asking if an extension would be filed, and was told it would be. As of May 10, I have no confirmation or documentation that this was ever done. The lack of transparency, dishonesty about the timeline, and hostile communication made this an extremely stressful and disappointing experience. I would not recommend this accountant to anyone seeking reliable, respectful, and professional service.

Buyer Beware I…read morecannot recommend this accountant. I hired her for tax preparation. Although she functioned as a tax return preparer only, in the course of serving my annual needs she gratuitously recommended a retirement plan strategy which I adopted. Another provider set up the retirement plan and this is not the complaint. For every tax year after adoption the CPA was provided with the written account statement data related to retirement plan assets--the same data that would be required for tax return preparation. Notwithstanding, Mary Gallagher did not mention to me that another annual return of retirement plan information needed to be filed with the IRS (annual Form 5500-EZ). The delinquency of this return information led to an IRS penalty for failure to file the 5500-EZ on time. The primary issue with this CPA is the quality and consistency of her guidance--on the one hand, she provided the gratuitous tax advice dispensed here but, at the same time, she dropped the ball when it came to the necessary follow-up which is pointing out to her client the need to prepare and timely file the annual 5500-EZ, especially when all information necessary to the completion and filing of the 5500-EZ was supplied to her for regular income tax return preparation. This amounts to inconsistent care for her client. When I brought it to her attention and asked her to take responsibility for it, she refused and cited an engagement letter that excused her own culpability for failure to at least follow-up with me in connection with advice provided previously. After all, she is the one who recommended the retirement plan itself! If the advice to adopt the retirement plan was gratuitous then follow-up details about annual information return preparation and filing should have been supplied, as well. A reliable and competent CPA should provide accurate technical guidance. Unfortunately, that was not my experience with Mary Gallagher CPA, LLC. Business owners and individuals should look elsewhere for dependable and competent tax representation.

After my CPA stopped returning my calls, I asked Mary to prepare my taxes. I was grateful that she…read morelooked through the details of my small business expenses to make sure everything looked good and was on the up and up - a marked difference from what I was used to. Not only did she give me the confidence that my tax return was in proper order this year, she noticed some details that my old CPA missed the last year which translates to dollars missing in my pocket. Thank-you, Mary, for your attention to detail and inherent integrity.

First of all Kate is an excellent CPA, she is thorough, thoughtful, and honest. It is immediately…read moreapparent that Kate holds an immense amout of knowledge and experience, and has never bat an eyelash at any of the unusual things I've thrown her way. She's gotten my returns done on time, even when I'm late, she charges less than any other CPAs I've hired/met. Which, I want to point out that while her price has been lower, and that's great, the value she has added to my life is immensely more; and paying her is something that I'm happy to do, even when im owing to the IRS. She's pragmatic, positive, and has always responded to my (usually last minute) requests with "I've got you covered", and does it. While it shows through as a professional, Kate is really a wonderful human being. She genuinely cares about you as a person, I've never felt that I've just been a tax client. Not even close. For many of us, tax time is uncomfortable at best and for some, just plain miserable. *Raises hand*. Again for many people, taxes are incredibly personal, far beyond your salary and if you have a dependent. Your tax return puts your year (and all its highs and all its lows) in the spotlight. Your tax return is a reflection of you, and not many people, preparers, and much less both, possess the means to present you in the best light like Kate does.

I got my taxes extended for 2023 and of course I proceeded to procrastinate until the last minute…read more She was able to get me on path to turning my taxes in on time (obviously with the new deadline) and it was much appreciated. I have a condo that I was renting and it was the first time I was doing taxes for it. She made the process very easy. We took care of my taxes over the weekend too.

Who likes to have their taxes done seriously?? Raise your hand??? Ok.. so now show of…read morehands...It's a pain in the A$$ to get the forms.. find the time and wonder what the outcome will be. Trust me I know this. I have been going to Buddy for several years and he's helped me take care of everything in my life that's happened in those years.. Working and filing in another state cause my job sent me to work and decided I needed to pay taxes for 2 dang years in another state for the 2 months I was working in the east. Don't ask why 2 years.. it's when this is based on that kinda stuff. Yes, he was able to get those forms filed correctly. Death of my husband and what do to .. Yes, he was able to guide me through it. Refinance my house.. and a Home Equity loan as well... Yes, he was able to make sure I got the right deductions for closing costs and interest paid. Buddy has truly been my Buddy. His hours are flexible and he's willing to explain everything in terms you can understand. You may not always like the answer.. .but remember.. he's doing what he's supposed to by law.. not what you want him to so you don't owe!!!! Reasonable prices and friendly service I've come to count and depend on. I would recommend him to anyone.. and I have. Now it's your turn! lol this isn't an infomercial.. but seriously.. no one really likes tax time but it's nice to know you are getting good service and the correct information on your finances.

Bud does not make any attempt to remember his customers or respond to their emails asking for help…read more He will forget you and your taxes and he will be rude and unprofessional.

Awesome! Accurate and professional . . …read more Have been using for years and have been consistently great.

First time using a CPA for my taxes. Very friendly, helpful, informative and prompt. Secure…read morecommunications the whole way through. Will use again.

It was very difficult to get ahold of Farna when I was a paying client, and again very difficult to…read morereach him afterwards to obtain a return from year's past. I've followed up on an email I sent him nearly a month ago with no response.

Highly recommend! It was my first year running my LLC and I had a bad experience with a previous…read moreaccountant. I ran into Faran and his team and decided to give it a try! Not only were they able to fulfill my tax and bookkeeping needs, they were also friendly and very communicative throughout the whole process. I would 100% recommend them to close friends and anyone who is looking for a great team to help out with taxes. Their proactive approach to my tax situation spared me a lot of time and money and I was able to spend a lot more time focusing on my LLC. Thanks again to Faran and his team for such a wonderful experience!