1. Cascade Financial Services

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Buda, TX

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Cascade Financial Services

3.0 (2 reviews)
Closed • 9:00 am - 5:00 pm

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Rupert & Associates - Stephen Rupert, EA, CEO
Rupert & Associates, PC
Buda, TX 78610

Rupert & Associates

(13 reviews)

My first year in Austin and Rupert & Associates was recommended for tax preparation. I was…read morewelcomed and was made completely at ease in this very professional office by the Office Manager, Ms Blaine.. I viewed myself as a very very small client that probably didn't deserve all this attention, but this is absolutely what I received.. I met with my preparer and a senior partner to go over my papers to further understand and to get the most optimal outcome from my very bleak tax year, for lack of a better term. In addition, their rates were very reasonable compared to other firms I have worked with. Thanks so much !!

I am writing this to warn other business owners about the significant accounting errors and lack of…read moreaccountability we experienced at Rupert and Associates. We worked with this firm for two years, and it proved to be a major setback for our operations. Despite being assigned a "QuickBooks expert," the firm failed to manage our Housecall Pro integration correctly--continually insisting we simply unlink it. As the business owner, I was eventually able to coordinate with the software providers myself and fix the integration settings within just two weeks. Because our books were not being reconciled monthly as promised, we were advised to file 2024 taxes that were admittedly inaccurate to avoid "correction costs." This resulted in us overpaying on our tax liability based on flawed data. After I hired an independent bookkeeper in late 2025, they uncovered over 700 uncategorized transactions dating back nearly a year. Most damagingly, the firm underpaid our Q3 and Q4 Texas state sales tax. I am now personally responsible for the resulting fines and penalties. Despite these documented failures, the firm still charged $1,000 for "work performed" during the period these errors occurred. When I reached out to the owner to dispute this, they refused to take any responsibility for the penalties their mistakes caused. If you value accurate bookkeeping and a firm that stands by their professional work, I strongly recommend looking elsewhere.

360 Net Worth

360 Net Worth

(19 reviews)

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

Cascade Financial Services - financialservices - Updated October 2026

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