She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

Consumer Beware! Learn from my mistakes. There are many good, qualified and professional CPA's in…read morethe Rockwall area, Steven is NOT among them. Steven has now received 6 voice mails, 2 live messages (via his receptionist) and 4 emails from me over a 6-week period. All have gone without a single response. He is quick to issue a bill and nonexistant when it comes to assisting his clients. 12 attempts in 6-weeks to reach him and after the review he calls me trying to get me to take it down. That explains his service model in a nutshell - self preservation without concern for his clients. My interaction is errily similar to a Google review posted by 1philcam. My calls/emails were all in reference to a $1,645 penalty letter I received from the IRS stating I din't file my business taxes on time. I was Steven's client at the time and he assured me that this had been done. His assistant stated she put my letter and emails it in his return call file but he refuses to return calls over this matter further proving his lack of professionalism and immaturity. Please, learn from my lessons, save yorself the headaches I and other have had and simply take your business to a qualifird CPA. Most of Steven's positive reviews are 4 to 5 years old and something has clearly chaged since that time.

We went to Steven when we were opening our first business. He handled our personal and business…read moretaxes that year. He said we ended up owing the IRS $40,000. We started making $650 payments each and every month. Months later we then figured out we were supposed to be paying a "sales and use tax" that we had no idea about. It was our very first business and we were lost. We talked with the Comptroller, and they extended our date as long as we filed by the new date they had given us. We went to visit Steven to do our taxes again and he agreed that he would file the Sales and Use tax. We told him about the situation and explained that the taxes had to be filed by that date. Five days before the deadline I started calling and emailing to make sure we were on track. I would call every morning and then again in the afternoon. As well as emailing him daily. I heard nothing back. The deadline date came and went and we still hadn't heard anything. I had to call the comptroller to see if our taxes had been filed and they had not! They said that since we missed the deadline we had to come up with the ENTIRE back amount plus fees and penalties or they were going to shut our business down until it was paid. We were absolutely beside ourselves, and I kept trying to get ahold of him. I finally got ahold of him and he said they had already been filed. I called the comptroller back and that same afternoon is when he filed. Steven had flat out lied that they had already been filed. He hadn't filed them until AFTER he told me they had been filed. Then we had to work and beg the comptroller to allow us to make payments. Steven tried to get us to file an extension and tried to make the situation better by filing a form to see if we could get our penalties back. By that time, though, I had already talked to them and filled out that same form and had taken care of everything. Days of thinking we were going to be shut down and scrambling to come up with the money to keep that from happening. Having a new business is stressful enough, trying to make ends meet with a new business is even harder. Then you throw this on top of everything, it was one of the most stressful times we had in opening our business. All because he wouldn't return calls and wouldn't do the job he was paid for doing. Because of him we even had to pay more fees. He never dared to bill us for our last taxes. We took our taxes to another CPA. That CPA was not only able to get the $40,000 dismissed but he got back all the payments we had been making as well. It's very sad because he has the ability to cause a HUGE amount of issues since you're dealing with the IRS! I wouldn't go to Steven if he were the last CPA on earth. You're better off managing through it on your own.

We have used Sheriff & Morgan for a little over a year now. We picked them to help us as we are a…read morenew local business and needed some help navigating all things tax and Quickbooks related. I have met with Jeff and Cathy, but have spent most of the time working with Jessica. Jessica has helped me tremendously these last couple quarters. A very busy 4th quarter in production left me a little behind on my accounting side. (Literally the very LAST minute.) Jessica was there for me and walked me through every step to get us to where we need to be. I just wanted to let everyone at Sheriff and Morgan know how pleased I am with our customer service and how appreciative I am for Jessica's time; whether it be by phone or in person, she has always made time for me and always made me feel a valued client.

I have been a client for years now, and I suppose the best endorsement is the one where you keep…read morereturning. I find the prices fair, the work impeccable, and the ethics above reproach! The entire staff is friendly and knowledgeable!

Monica is responsive, diligent, and reliable. Most importantly, she cares about her clients and…read moreproviding them with excessive service. Highly recommended.

Hello, I am Michael Rayford and I own Lone Star DOT Consulting and Compliance. We decided to go…read morewith Escale Business Solutions a few years back and have been extremely happy with our decision. Escale is heads and shoulders above anyone else we have ever used. Monica always answers our calls and provides solid advice and guidance. Our business brings in at least 30 percent more money with Escale because they are so much more efficient at getting our invoices out and keeping our books organized. They are professional grade! Great for small businesses. If you are using someone like Cal Vetti Fergeson and are not happy with your results, I encourage you to call Escale and see what it is like to have a professional handle your finances.

Dwain and Poonam are wonderful. They answer all questions within a timely manner and are very…read moreknowledgeable and professional. I highly recommend their services for business and personal taxes. They are also versed regarding the IRS and the laws. I have been using this firm for my real estate business for over 10 years now and love them. Their assistant, Peggy, is also charming and very helpful. You will be in good hands with this group!!

Funny, Efficient, Funny , Personable, easy going and Patient....Great Office . Peggy is the nicest…read more, polite , and sweet. Glad this office is doing our taxes.

I can't recommend them more! While we usually can handle our taxes with minimal effort, we worked…read morewith Robert this year because we had a half year out of state, bought a house for the first time, and had a baby, so just wanted a professional to take care of this correctly and ensure we got the maximum refund possible. For $325 it was also nice just not dealing with it ourselves. Robert was a pleasure to work with (so was the staff in his office) and I'm sure we'll consult him for further financial needs as they arise over the years.

Never got to use them. Misunderstanding I guess but Robert was rude and difficult to work with. I…read morehad to pick up my paperwork and go somewhere else at the last minute. Maybe he was having a bad day.

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.