I've been Dao CPA for 3 years now. Tu and her team are amazing! They helped and took over my…read morepayroll, bookkeeping, and taxes. I definitely recommend!

Dao, CPA works with Quickbooks…read more There are a lot of irregularities in their practices. Because of pending legal action I cannot elaborate. Anyone using the service should check their QB accounts and make sure that the company or individual is the master administrator. Do not give an accountant permission to automatically draft your bank account. Change your QB password frequently. Do not let them close out each month. If you are invoicing you cannot make changes or add finance or late payments charges or any changes to the invoice.

I have been using Jennifer Whitis CPA for over 5 years and I highly recommend them. Jennifer and…read moreher staff are super responsive to questions and they prepare my filings on a timely basis. They take care of me very professionally. It is a pleasure to work with them.

I am a financial advisor myself. Doug Dickey, Nick Warren, and their team are great to work with…read moreand collaborate with! They do a great job explaining complex strategies in a way that clients can understand it. They do a great job in implementing those complex tax strategies with a very well structured and organized plan. Their team is run like a well oiled machine. Their meetings are full of laughter and are fun. They are far from dry or boring.

Yes, as you can read from their response, DRDA will try and justify their expenses, and say that it…read morewas because I decided not to continue with the project that they seemingly spent so much time and effort on. What is not addressed is any acknowledgment of short comings on their part. Lack of communication, dragging their feet and never getting the ball rolling or even appointing an accountant to my business, which was mentioned several times, but never done. Also doesn't explain a $810/hr zoom meeting that was charged. There time is obviously way more important than everyone else's time. Nickel and Dime charges for every second of their time without acknowledging their shortcomings and offering to compensate more back for lack of any else's time should be a red flag to anyone that hopefully reads this.

I was in a bind. My tax return had become complicated and I no longer wanted to do it myself. I…read morefiled an extension. Then, as the final due date became due I reached out to Ms. Askew and she was there, fast, efficient, very friendly and accurate. I forgot to tell her something! She took it in stride, recalculated the return and we were done! Finished on time! I will definitely be using her again and recommend her to you! Ken

This was the worst CPA that I have ever went to. The lady that did our return was flat out rude…read more She made audible sighs when we had some questions on the return that they prepared for us. Then after we paid them they never submitted our return. After more than a month, I called them asking about our return and they admitted their mistake. When I asked for a partial refund since they completely dropped the ball the receptionist said "Oh please I can only say that I'm sorry" Looks like next year we will either do our returns through TurboTax or go to a friendly H&R Block. At least they won't be outright rude

I had planned to do my own federal income tax returns this year (individual and business), but when…read moreTax Day arrived, I realized that I needed more than TurboTax. I needed some professional assistance. I filed for extensions and began looking for help. I called a firm that I had used two years ago, but they were too busy. A Google search gave me a couple of names, including Halloway and Associates. I made an appointment and was in their office the next day with my paperwork. The person that I worked with (Donna) was intelligent, professional, and courteous. Throughout the process, communication was very good. They let me know what additional info they needed from me, and they responded promptly to my emails and phone calls. Their fees were reasonable, and I was very pleased with their work!

Maria at Advanta Tax is absolutely the best in the business. I came to her with a stressful IRS…read moreissue, and she handled everything with professionalism, confidence, and incredible expertise. She explained every step clearly, stayed on top of communication, and delivered real results. What felt overwhelming at first became completely manageable because of her. If you're dealing with tax problems, don't hesitate to call Advanta Tax. Maria is the one you want in your corner. Highly recommend!

For all your taxes needs, Advanta Tax is the place to call. I have tried different CPA throughout…read moremy years. Searching high and low, all I can say is Maria the best in the business. I've been with Maria for 3 years now. Her expertise is beyond my expectations. Her staff is very helpful, professional and responsive to all my concerns. No complaint here !

(This company is now called Visor). I just discovered I owe…read morethe state and had penalty charges because of mistakes from File-It. Looking at the other reviews here, I see that I am not alone and that this is a recurring problem at this company. I might have to call them 10000x to get my money back so that it can at least cover the penalties. I hope they can do the right thing and give me a refulnd. I think MBAs and the universities targeted by File-It should know that there are better options available in the market.

DO NOT EVER USE THIS SERVICE. My husband and I worked with Natasha last year for our taxes (given…read morethat ours is slightly more complicated since I'm in consulting) and there have been multiple incidents where we've had to go back and ask Natasha why we were getting penalty mail from the IRS / state government. Turns out she never submitted our payment so we received a penalty notification from the IRS. Thankfully, we fixed that after calling her 10000x. Months later, we receive another mail from a state government (one that I traveled to for work) saying that we owed a specific amount and had penalty charges. After trying to call Natasha another 10000x and speaking with her incompetent admins, we ended up calling the state government directly to sort it out (and yes....it ended up being Natasha placing the wrong amount for one of the line items) Another note, by the time we finally reached her (after using a new number and name so that she'd actually call us back), she said she made no mistakes, would talk to the state government, and call us back......We still haven't heard from her. I have NO IDEA why this place has high ratings, but please save yourself from extra stress and avoid this place. They're absolutely unprofessional and do not care about their customers.

This place was originally referred to me from my family, who had been using them for many years…read more They have worked on my personal and business returns for the past 5 years now, and overall I've been very satisfied with the service. There was a minor issue this year with a mixup from who may have been a new associate since my usual one was unavailable, but it was resolved fairly quickly. They've always been very responsive and easy to reach, and have also been very patient with my cluelessness when it comes to taxes. In my experience, their service has been pretty much set it and forget it, which is exactly what I want for dealing with my taxes.

I knew Michelle Wang more than 25 yrs, She is not only help me start my business in Houston, from…read moreapply corporation, to bookkeeping, filing Sales Tax, employee tax, annual tax return , even Estate Planning etc....She is knowledgeable person and professional CPA. Also during this Pandemic period, she even help me to prepare application for SBA EIDL to survive in this critical timing. Deeply appreciated their professionalism