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    Cliff's Check Cashing

    3.7 (3 reviews)

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    Dallas Tax and Books

    Dallas Tax and Books

    (52 reviews)

    North Dallas

    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.

    Nancy K. Phillips, PC

    Nancy K. Phillips, PC

    (2 reviews)

    Northeast Dallas

    I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

    Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

    Merrill Lynch Wealth Management - Merrill she wrote

    Merrill Lynch Wealth Management

    (3 reviews)

    Upper Greenville

    I was worried that I might end up facing a Lynch mob if I wrote a bad review for this place,…read moreluckily I'm not going to. Beautiful shiny reflective Dark Towers, Rising above Mockingbird Station mall right next to the highway - 75. It's definitely a landmark that you can see for several miles from the North or South when you're coming along 75. It's not in downtown, so that kind of sets it apart and there are a lot of tall buildings along this stretch of highway - but this is one of the most memorable.

    Just got off the phone with Merrill Lynch I I wanted to remove my account and transferred over…read moreChase while it's going to be safe with Merrill Lynch on the Bank of America I've lost $12,000 that's surprised me I got a bigger surprise I was told that I cannot remove the money that I work for because I still work for the same company I've been blessed to have a job now I have to quit the job in order to protect what money that I have from people who don't know how to manage the money that they have I never heard of a company that will they will not let you transfer your money out of there company to another company who can better manage my money I work hard for that money and I trust Chase I don't trust Merrill Lynch or Bank of America especially Bank of America it's incredibly sad to me that you have to actually quit your job and I can get your money out of a company that cannot manage your money and according to Merrill Lynch is legal

    Texas Best Credit Repair

    Texas Best Credit Repair

    (1 review)

    Upper Greenville

    Wow! Let me first start off by saying I'm a Very blunt and honest person. I'm not going to lie on…read moreanyone's company or service if it's bs. When I tell y'all that this is the best credit repair company I've ever been through and this is the 3rd one. They're very straight forward and direct about their credit approach, I didn't have too many questions in the beginning because they answered everything by sending me VIDEOS and clear information notifications about what the plan will be. I'm a visual learner so I need to see the progress not just listen to it. My credit score shot up almost 200 points since May and I'm super excited! They have this new feature where the owner SAM sends you a video snapshot of your credit process and he breaks down each section so you can understand yourself how everything works. I'm truly blessed to be dealing with honest people who get me and my situation. I just want to say from one Texan to another THANK YOU! -Shanequa

    From the owner: We provide a 100 Point Guarantee Policy and 6 Month Free Guarantee Policy. We are the only Licensed…read moreand Bonded Credit Repair Company in Texas that dedicates our services to the Real Estate Industry. Attention: Please enroll via our website and a Certified Credit Expert will contact you. In-person Consultations are limited and by appointment only. Our consultative approach, finance knowledge, & credit repair expertise is superior to that of your typical credit repair company. Our staff is comprised of former Mortgage Loan Officers & Real Estate Pros that possess over 30 years experience in Real Estate & Mortgage Lending. We provide a combination of aggressive credit repair services plus easy to understand credit education designed to help our client's develop a "real estate road map" to become approved for a mortgage. We will provide a solution to your needs whether you have recently been declined for a home loan or need first time homebuyer advice on how to build your credit to become approved for a home loan. We are a different type of credit repair company that truly cares about consumers. We prove this with our Hardship Program; for client's that simply can't afford our services we are the the only credit repair company that will provide free credit repair letters. Contact us for the best credit repair services in San Antonio - Austin - Dallas - Houston.

    Cliff's Check Cashing - financialservices - Updated May 2026

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