Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

They are more expensive than the chain places but they are thorough and were efficient. I will use…read morethem again in the future.

Above and beyond service. I highly recommend Rebel Tax for your tax services! They assessed and…read moresaved me from paying a substantial amount of taxes. Thank you!

I chose Hebard because of the reviews and I am here to confirm that they are true, Denise and her…read morestaff are the best. Among her numerous skills and qualities she listens to your needs and provides solutions. Her knowledge is outstanding and she answers questions precisely and accurately. If Denise says she is going to do something, call you back, send a docusign she does it.

Lori W., provided us with outstanding advice and guidance when we were scrambling for home owners…read moreinsurance. In this volatile insurance climate it is advisable to seek an agent like Lori to find the coverage that best suits your individual needs and Lori has provided us with that. I highly recommend Hebard Insurance.

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

The best decision I've made in my business was hiring JC Bookkeeping…read more The whole team they have going is fantastic.

Smoothest filing ever. Quickest turnaround ever. Totally professional and totally virtual. Will…read moredefinitely engage again for 2025 filing.

If I could give Susan 20 stars, I would. My husband had Alzheimer's and the IRS was disallowing a…read morelarge business deduction on my husband's taxes filed a few years earlier. My husband's long time CPA was ill and died in the middle of trying to deal with the IRS. The IRS was demanding repayment of more than $50,000 (that my husband's CPA said was not owed) and I was a basket case. I began making monthly installments to the IRS and was looking for help. Enter Susan. I found her online and read the remarkable reviews. I called her and she immediately began unraveling my husband's business records. It took some time (as all things do with the IRS) but Susan resolved the issue and the IRS refunded all the money I had paid to them. It was great to have the money refunded, but even better to have the IRS out of my life. Susan is kind, understanding and absolutely knows her stuff. She removed so much stress from my life that I can never thank her enough.

As a small business owner with a background in business I thought, "I don't need anyone to manage…read moremy books, I can totally handle this." I sure how to eat those words! I found myself busy running the business and not wanting to spend my free time doing my books. I purchased QuickBooks and again totally thought I would do my own books. I spent less than 5 minutes on QuickBooks when I realized my time would be better spent doing other things and paying a professional to do my books. Enter Jeff with Anderson Accounting. My main concerns with hiring someone to do my accounting and books were making sure they knew what they were doing, were looking out for my best interest as a business owner without doing anything shady (don't want to be in trouble with the IRS) and were trustworthy. Jeff came highly recommended so I met with him for an initial consultation. I thought maybe my business would be too small for him but soon realized he could be a big help for even my small business. He was able to handle everything my business needed and get my books in order and update my QuickBooks. Thank God there are people like him who actually enjoy boxes of receipts and invoices and entering things into QuickBooks because I can't stand it! He was very knowledgeable when it came to what deductions I could take and pointed out things that I had not accounted for. Highlights of Anderson Accounting: Trustworthy Very affordable Extremely knowledgeable about taxes and business deductions I would recommend him for any business large or small.

I want to thank Jeff for his knowledge and expertise. Jeff has helped me with books on many…read moreoccasions and his knowledge of Quickbooks, and general accounting, has been a great benefit to me and my company. I highly recommend his Services.

Excellent and Timely Service. We've been using Jennifer for several years and are very happy with…read moreher service.

Great experience! Jennifer is my "go to" whenever i have QB…read moreor accounting/bookkeeping questions. She quickly responds to emails and phone calls and never fails to follow up, making sure my bookkeeping issues are resolved. Her instructions are clear and she is always very professional ,competent, knowledgeable and a pleasure to work with. I highly recommend her services!

100% recommend this firm! Very responsive, thorough, and fast. Their fees are also very reasonable,…read moreand most importantly, transparent. I really couldn't ask for more. Great experience all the way around!

Finally, a CPA who partners with you to understand your taxable income, write- offs and how to…read moremake smart financial decisions as a small business owner. Before I met John Worden a few years ago, each year it felt like our tax return was a shot in the dark. We never really knew if we would owe money or get a return. John explained to me how the IRS looks at our income and each aspect of our income and gave me the information I needed to make the proper income deductions so we have no "surprises" when we have our taxes done each year. Everyone at the office is also friendly and professional. I highly recommend!

Katie has happily been my bookkeeper and tax preparer for my small software company Meltytech for…read moreseveral years now. The business had grown to the point that I was making some mistakes, particularly with LLC tax ands fees, trying to do it in my own. She took care of that and her tax preparation provided more confidence in correctness. She has always been super responsive and follows through.

Highly recommended accounting company, Our company is using them for a while now, the service and…read morejob quality is outstanding!