Clint has been doing our taxes for years. Great company, great people, kind, intelligent and know…read moretaxes luck us

I'm such a huge fan of Clint Herndon and the Next Peak CPA firm. Clint has handled both my…read morepersonal and business taxes for several years and I always feel like I am in the best of hands. He is creative, repsponsive, and super knowledgeable. If you're looking for an excellent tax firm... this is it!

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

I called R&S Tax Service and requested a tax appointment in November of 2024. Roger told me that…read morehe doesn't start making appointments until January of the new year (2025). In January I called and made an appointment and filled out the new customer questionnaire. I was given an appointment for 4pm on March 18, 2025. On March 18th I was ready for my appointment. At 3:15pm I received a text from Roger exactly as follows: "I'm cancelling our appointment for today. A bit later in the season we can meet." I asked Roger by text when we could reschedule. No response. I asked if I had somehow offended him. No response. I never heard from Roger again. I strongly encourage anyone needing your taxes done to look elsewhere.

Massey and Massey has been the accountant for our family partnership for many years. I highly…read morerecommend this firm not only for their professional experience but for the entire staff in how they have been pleasant, helpful and courteous in answering my questions as a limited partner in the family business. Larry has been our accountant but any person with this firm that I have engaged has taken the time to answer my questions.

Larry is a great accountant. He is very detail oriented and has excellent suggestions regarding…read morefinances. We are very happy with his services. Last time we were in the office to pick up our tax returns we got to meet Porter, who was an outstanding receptionist with unparalleled customer service skills.

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

During the pandemic last year, I bought a house and was pregnant with baby#3. I also wanted to…read morelegally change my child's middle name due to cultural reasons. I was stressed, paranoid and wanted to ensure my family was taken care of should anything happen to me. Through ARAG, I found Heather Mayer and she helped me with getting my child's name change and helped me established a living trust as well. Heather was patient and informative as I was new to both of these processes. She answered all my questions, and always made the entire process stress free. Even weeks after the court paperwork were done for the name change, she offered to notarize the county paperwork for free! Finding the right lawyer is an intimidating process, but Heather treats you like a friend and never makes you feel like just another number. She is kind, personable and responsive. I highly recommend Heather and will definitely refer her all my family, friends and even strangers because she is that good!

Poor initial service. 30 days to get paperwork ready for signature on a simple name change. I had…read moreto go into the office to get things moving and they had the gaul to tell me the normally dont do name changes even though its on there web site. I would never recomend or use them again.

I have worked with Laura for this year, came to her after 20 years of working with HRand Blcok,…read moreShe is very responsive, intime for filing. I am very happy with her.

We switched to Laura after a 15 years of TurboTax. We found her to be incredibly easy to work…read morewith, and responsive. She answered any question we had and always offered to follow up with more information. We decided to use Laura after starting an LLC in the 2024 tax year. She made sure everything was properly accounted for.

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

After having huge mistakes that I had to correct myself made on my 2022 and 2023 taxes from highly…read morewell rated CPA firms, resulting in $30,000 of missed refunds, I found Estee through verbal recommendations. Were these previous CPA firms courteous and easy to communicate with? Yes. Did they have hundreds of 5 star reviews on Yelp and Google? Yes. Did they do my taxes correctly? No. Estee and her firm were easy to communicate with and they were able to do my taxes efficiently and more importantly, correctly. This transaction occurs once a year and it is a stressful time for everyone. I want to be able to trust the CPA is doing everything correctly.

Honestly, if I can give less than one starI would .Went to this place, paid an accountant named…read moreEstee Fulton For an hour of her time to look over our books and our tax return both personal and corporate. Covid was rough on the business and we just needed some professional guidance.. felt good after the hour left following some ideas she had stated.. a follow up call later was told by Estee that she didn't want to do business with us.. she had thought she ended the phone call with my wife with a condescending "bye-bye" and then, without knowing the phone was still live, yelled to her staff that they could throw away our "shit" laughed and then in another condescending voice said to her staff " oh I'm sorry that wasn't very professional of me". Then laughed out loud before my wife disconnected. I get it you don't want our business.. way to keep A professional attitude I sure hope your accounting skills surpass your people skills... Good luck here hope you enjoy condescending tone from a professional you hire to look after your livelihood.. Obviously I am not a CPA which is why I'm looking to hire one.. I think people like this deserve the Karma they have coming

For the past 6 years, Randy has been my go-to tax preparer, and I'm just as thrilled with his…read moreservice now as I was the very first time. He's incredibly thorough as I stated before, he takes the time to explain everything in detail and answer any questions I have--no matter how small. He's always flexible with scheduling and makes the entire tax process stress-free and straightforward. If you're looking for reliable, top-notch tax help, Randy is the guy. Thanks Randy!!

Randy is so accommodating and knowledgeable. He came to our house per our appointment. The…read moreprocess was fast and no stress.