Hope you're having a BLESSED day!…read more Paramount Tax & Bookkeeping San Marcos has help and assisted us the past, almost three years now. They have taken care of our Tax responsibilities and our bookkeeping needs. David and Kristi are straight forward and look out for your personal or businesses best interest. Thankful to have them in our corner.

David keeps his clients his top priority & gives great attention to detail. Very responsive &…read moreprofessional! Definitely recommend for your tax & bookkeeping needs.

I know nothing about filing a tax return. Only that I want to owe as little as possible. A friend…read morerecommend I meet with Kim, owner of Southside Tax Services, as he had greatly helped her with her return. I decided to give it a try given that my previous year's experience with H&R Block was not the best. I must admit that I did worry that the cost of gas out to San Marcos might outweigh my refund but phew! It did not. Kim was fantastic. He not only plugged my numbers in but he also told me what those numbers were. He then sent me home to find additional documents that would potentially bump up my return. And they did! The cost to file with Southside was reasonable and almost half of what H&R Block had charged...hooray!

I spoke with one of the employees at the San Marcos office and he was a real piece of work! Would…read morenot recommend this company to anyone. Dan Musick is fast and friendly.

Don't go here! It's now Valentine and Associates and they're sending us past due notices for a bill…read morepaid at the time of service. They don't answer the phone, they answered tax questions inaccurately during our appointment, and then they expected us to sign a return that hadn't even been filled in accurately! I can't believe we paid almost $400 for that, and now we're being asked to pay the same amount AGAIN. Avoid them!

The Tax Wizard saved me!! My taxes from the year prior were all messed up. Kim was very patient…read moreand organized in getting my taxes prior fixed. Her staff is excellent will only be doing taxes at the Tax wizard for now on!

By far, the worst place I have ever gone to have my taxes done. Very unprofessional to have a dog…read morewalk around and use the bathroom all over the carpet. Aside from that. The woman, guessing owner, was rude and passed me off to what seemed to be a new person who had to be walked through on how to do the taxes. It took them all but 5 minutes only for her to say I owe 1500. Did not even ask if i had any dependents, I have 2, or any medical expenses, which i also do. Long story short, she said i owed because my employer failed to do something in their end. So basically i owed taxes because if my employer and to take it up with them. Went to a couple places elsewhere just to make sure and got a nice refund and nothing owed. It was a simple w2. Trash place and had the audacity to ask me how do i want to pay.

My attorney sent me to Sean to ask some questions about a Will I am the executor of. Sean was so…read moreknowledgeable, kind, and took his time to answer all of my questions, as well as, gave me pointers and tips. He helped me so much, he will have my business from now on.

What stands out most about Simonet Financial is their dedication to their clients as individuals…read more When you meet Bill the first thing you will learn is that he works entirely for the benefit of you. His knowledge in finance and his ability to teach that to his customers is truly remarkable. I have never met such an attentive individual in his profession. Something I struggle with is determining how much risk I need to take within my investments. Bill looks at my entire financial and family situation and guides me through those tough questions. He has reasonable fees and sound judgement. I highly recommend you give him a call!

Bill Simonet skips out on paying vendors who perform services he contracted them to do. Bill hired…read moremy company and signed a services agreement in August 2023. The services were performed/provided to Simonet for nearly 6 months and in accordance with the contract. It is now 2026 and Bill has failed to keep his word or deliver on his promises of payment. He currently still owes $15,000+ and has stopped responding/communicating.

I've been a member of UFCU my entire adult life. I recently moved to San Antonio and San Marcos is…read morethe closest branch. I was remodeling my house and had to come in very often. Every single person that helped me was amazing. They were all so friendly, professional, and helpful. They answered my questions and were always just so friendly, like we've known each other for years. I really wish there was a closer branch for the rare occasion I have to go in. However, that's not enough of a reason for me to switch banks. Thanks for all you do!

I've had UFCU for over 10 years now for multiple loans and multiple accounts. They have always…read moreblown me away with their customer service. This recent visit was to set up a couple teen checking accounts. Chris was super patient with the multiple requests we had, took care of everything and even did a little educational session for our kids on checking and savings accounts, over drafts and how to balance an account (at our request). He gave them each his card and said he'd be happy to answer any questions in the future. How many people can say that they "love" their bank? I can!

They were very efficient and quick with my taxes which are complicated. I am so happy with them.read more

From the owner: J. Dwayne Anderson CPA, Certified Public Accountant, offers Financial Management Services at our…read moreoffices in Austin & San Marcos, TX. Our Comprehensive Financial Management is designed to strengthen your financial position and address the accounting and tax needs of businesses and high net worth individuals. With solutions that evolve as your life changes, we always have your best interests in mind.