The communication was good. Emails got responded to and phone calls and meetings could be arranged…read more This was appreciated. Getting into their online system, I would get repeat requests to sign up even though I was already in. I also required a special two factor authentication. This would get annoying. Once I got a bill, I got emails at 2am asking for payment. This was also unnecessary. The worst part was advising me on what to do in the case of a marriage separation. Not only did I end up owing so much I had to deplete my emergency fund, but I had to pay 3k to learn that. I was asked once about my filing status and dependencies without being told how devastating it could be if that changed. In addition, they filed an extension, and I now owe interest and penalties. Yes, life changes mean financial hardship. But I was not properly advised and this ended up being the worst experience I've ever had with a CPA.

Larry has been my CPA for several years now and has helped me navigate both business and personal…read moretaxes. He's very well prepared for complex tax scenarios and has an amazing team. Really enjoy working with Larry J Phillips CPA.

Edna Salazar did an excellent job for us. She was the consumate professional; always polite,…read morethorough, accessible, and never raising her voice even though I must have driven her to the edge of her patience on more than one occasion with questions due to my lack of knowledge. John A Uphaus

Lety and her staff have been a pleasure to work with over the years and she really takes the time…read moreto listen to our business needs and goals; not only for my personal and business income tax returns, but also exploring ways/options my wife and I can can set up our various business ventures. I recommend Exacta/Lety without hesitation and am glad they are one of our trusted business partners.

This was the first time I have used an accounting firm for my taxes. I certainly needed…read moreprofessional services for 2023 Tax Year. Teri did my taxes, and went above and beyond to make it totally stress free. Not only was she professional, but also treated me as an individual. She was so very polite and friendly. I met Gary, Donna, and Allison. Each was so courteous and polite. I am late in giving the team an all star review, but I called today to make an appointment for 2024 Tax Year. I recommend Gary Brown CPA firm without any hesitation.

From the owner: Accounting, tax, and estate planning servicesread more

My Mom passed at the age of 95 this year. I had been handling her financial affairs for the last 2…read moreyears prior to her death. John Lewis was her CPA for many many years. During that time, John patiently advised me on handling her last 2 years of returns. Since her passing, John has helped me navigate her final return. He had been enormously helpful as well as kind. The whole estate thing was very overwhelming and I had no clue what I was doing. Both Heritage Law and John Lewis CPA walked me through the process, which I as executor , was entirely clueless how to proceed. Both Heritage Law and John Lewis, CPA have my gratitude and I highly reccomend them!

Drew at John Lewis has done an amazing job with our taxes for the past 3 years, since they got too…read morebig for me to handle. Thanks for all your expertise and hard work putting them together for us.

I went through three CPAs before finding Bill and now have been with him for three years. Bill has…read moredone nothing but do great things for my company. Very impressed with his promptness and proficiency I would recommend him I a heart beat. Thank you again Bill!

I used Bill for my taxes this year. He was fast and easy to work with. I will be using his services…read morenext year.

Ms McIntosh did my taxes last year and I was very satisfied. She found every deduction possible…read moreand I only had to pay a small amount of taxes on capital gain taxes. She is knowledgeable, friendly and a real professional. I highly recommend her!

Amanda is one of the most knowledgable CPA's I have ever worked with in all of my years in…read morebusiness. She is always there to give me advice when an opportunity arises to save money on taxes. When Covid 19 happened I immediately got a phone call from Amanda to inform me that the PPP loan became available for an independent contractor. She sent the most recent paperwork and walked me through the process. I called my local bank and sent it to the appropriate contact. It was more current than the banks version. Within 10 days I received a loan that was so helpful until the Real Estate market picked up. amanda goes above and beyond for her clients. I read that awful review that the woman gave her. I also noticed that she has given many other awful reviews. I would ignore that one for sure. She is a wonderful CPA, professional, respectful and whip smart!

My new CPA and should be yours too. Amanda took a sticky situation with the IRS I had been trying…read moreto fight alone and brought me out on top with a refund I never expected. I had not been able to get anyone to help me with what seemed like a losing battle and a payout to the IRS for what I felt was not a fair assessment of my situation. Not only did Amanda help me get a refund back that was totally unexpected, she also helped me take care of the assessed debt to the IRS which allowed me to clear other debt I had built up providing care for my mother. She took my concerns and within a day and a half, it was done. Thank you Amanda. I appreciate you so much.

Quick and easy! I reached I reach out to this business after my previous tax preparer didn't file…read moremy taxes and it was 2 days before the filing deadline. They were quick to get it all done in one day! Yousef is awesome and I can't thank him enough. He literally got my return done in like 1 hour, he's now my new tax preparer! Definitely recommend this business!

He always does a great job. I have tried a lot of different tax filers and he just gets it done…read morewithout headaches.

I worked with Shelia for the first time earlier this year and she was great to work with. She…read moreprovided a great initial call and provided tons of helpful information before we even started. She was very thorough in her process and helped explain things clearly, as well as answer additional questions I had after filing. Highly recommend for your small business CPA needs!

If the IRS has you in a chokehold, Shelia is the accountant you want in your corner. She handled…read moreall my returns swiftly and is very efficient. She's very savvy when it comes to handling business over email/internet and is easy to get a hold of when you have questions. I would recommend her to anybody and everybody. I will be utilizing her skills as long as she stays in business!

My family has been trusting Nana to do our taxes for the past 7 years. Nana is easy to work with,…read moredetail oriented, personable, trustworthy and easy to work with professional. Now that my daughter is an adult she does her taxes with Nana as well. I highly recommend her!

From the owner: Nana Alper is an Enrolled Agent, Licensed by the IRS to represent clients Nationwide. A good…read moreaccounting business partner is much more than someone that can count beans. Shifting compliance issues, changing tax codes rules and software advances are just a few of the areas that Nana Alper and her team can provide needed expertise, resources and tools to keep your costs under control, transparent and predictable. Nana Alper with the team delivers a wealth of experience in establishing accounting procedures to your business, as well as to keep you on the cutting edge of accounting practices. We can help you make your business dreams come true! Our mission is to help you focus on yours. If we can be of service, please don't hesitate to contact us. As an accomplished, results-oriented accounting professional, I always look forward to partner with small business owners that share my passion for growth, success, and financial responsibility.