Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

So happy we found the CPA office. Andrew is extremely helpful. Very easy to work with. I have…read morenothing but good things to say!

I used SMD for several years. They started out being good then communication dropped to almost…read morenothing. Then I got audited and ended up owing the IRS about $3000! Sean Duncan did nothing to help me. He did not review the audit paperwork for me or go to bat with the IRS. In fact, he quoted me over $1000 to complete the audit documentation the IRS required! I consulted with 2 other CPA's and 1 financial adviser and all of them said the same thing... SMD reported the mileage in the wrong way and should have known better. SMD should have completed the audit documentation without charging me anything. They made a dumb mistake that cost me dearly then left me to fend for myself. SMD makes Turbo Tax look good!

The entire team was helpful, friendly, and very educated! I would not go anywhere else!read more

If your a SBO, you are always looking for ways to reduce your time doing things (like the books)…read morethat are non-revenue generating, improve the bottom line, increase profits, gain and serve more clients, and maintain or improve your services or products. We were too! After being introduced to the Profit First method of keeping track of our books at our yoga studio by a business coach, we decided to implement the concepts. Sure it was scary...because it was different. We found a local Profit First Specialist to help guide the process. Although there was a learning curve, in our first quarter of running the PF system the stress of the books have reduced to next to nothing, payroll and taxes have been simplified, and the owner has a quarterly bonus check...on top of the salary she receives that is double what it was before PF. Xact Numbers (Jen) is a Profit First Specialist and if your looking for worry free predictable results from the finances of your business, we recommend you give them a call. We wanted to spend more time gaining new clients and serving the ones we have to the best of our ability. Having amazing people to support you will make a world of difference. Don't wait and wonder....call Jen.

From the owner: Xact Numbers specializes in small business bookkeeping services, including monthly bookkeeping,…read morebookkeeping cleanup, and catch-up bookkeeping. We help business owners get organized with accurate financial records, bank and credit card reconciliations, and clear financial reports. We work with businesses using QuickBooks Online and Xero and provide reliable, judgment-free support so owners can understand their numbers, stay compliant, and make confident decisions.

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.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

They did a really great job for me. They provided the best suggestion so far. Faster response time,…read moreeven during weekends. Thank you for your service. You deserve my 5 star ratings.

Used them for a few years. But they are slow to respond and hard to reach. Jeremy himself ignore my…read moremultiple attempts to contact him when I had an issue with my return. Which they neglected to add in a 1099, and then charged me twice to file. When I heard back from Nguyen it was 6 months later and I had to call the IRS to figure out what I needed to resolve in the interim. They also just abruptly stopped doing individual returns. I wouldn't have returned anyways.

Extremely unproffesional and dissapointing. Hayden does not…read morecomplete tasks that are paid for and does not refund your payment for services not rendered. Hayden does not return phone calls, texts or emails.

Excellent Tax Work I…read moreHIGHLY recommend. Great guy as well He has saved me many $$$ over the past few years

Julie was great to work with and was so professional and caring while finding my daughter's health…read moreinsurance when her COBRA was about to run out. She was responsive to our questions and concerns and didn't give up on helping her find the best plans to pick from. I would highly recommend her and am so thankful we found her!

Julie was very helpful when I got health insurance for my family. She was able to explain what…read morecoverages I was getting and help me understand what I was getting. At the end of it, I was able to save around $500 a month and get a lot more coverage. I highly recommend Julie.