Amazing team! Worked with them for 1 year now and they are superior to the previous teams I have…read morehad over the past 25 years. Expert knowledge, easy to use portal for doc submissions and management, and prep meetings for next year gives me great confidence and less anxiety around tax season.

From the owner: MeredithCPAs is a growing CPA firm that's been serving small and medium sized businesses in the DFW…read morefor over 30 years. We provide the expertise of a large accounting firm but give the personal attention only a smaller firm can provide. By focusing on cultivating enriching and lasting relationships, with our clients and our employees, we have grown to be an accounting firm that's big enough to know and small enough to care. Our clients are private companies, medical and other professionals, and high net worth families. Firm clients have operations in 48 states and several countries. The firm has extensive experience working with business high net wealth individuals and complex business entities with difficult tax issues.

I had the pleasure of having Iorna assist me with my taxes through a referral from a friend. If…read moreanyone comes through to his office, considered yourself lucky and blessed! Honestly, he is the absolute best in the DFW. He will find ways to help you and get you your maximum refund. Regardless of me moving or staying in Dallas, he will be my tax consultant for LIFE. Iorna is caring, and values each and every client as if they were his long-life best friend. He is solution-oriented and knows his customer service!! Iorna deserves to be complimented, praised and recognized!! His assistant Leah is gracious, kind and welcoming too. You rock Iorna!! He's an amazing human being, tax preparer/consultant and everyone should know it!! :)

Just called them to ask them about their services, and this guy Ken answered and rudely yelled at…read moreme that he was not interested in my business. Like who does that? If you are no longer in operation just say so or something. Going to report it to yelp as a business that has been closed, and good luck with your business in these trying times.

Deborah Henning is unresponsive and difficult to work with. If you have her do your taxes you can…read moreexpect to have to follow up multiple times to get them done. She will constantly remind you how busy she is (of course it's busy, it's tax season). Last year, after reaching out to her multiple times to finish our taxes, I had to literally point out errors that she had to correct on the spot. Luckily, I caught the errors before the taxes were filed. I thought I'd give her another chance this year. Again I had to reach out multiple times to get a hold of her after dropping off my paperwork. She told me it would take a week. I reached out 11 days later after she failed to reach out (she has my email and number). When I did get a hold of her, she told me to come on the Sunday at any time (2 days before the tax deadline). The day prior, I get a call from the front desk person, Liz, who told me about how I missed my made up appointment today; that she called me multiple times (received no phone call); and that my taxes were ready to pick up. She hung up on me after I tried explaining to her that I am supposed to come the next day. She told me Deborah has no time for me. I picked up my paperwork and will be doing business elsewhere.

Scheduled 2pm appointment for Friday - July 26 2024 with Wendy C. to discuss concerns over current…read more2023 year returns to ensure everything had been completed with confidence after meeting with Financial Planners. HR Block at this location had provided information for subsequent forms to review an inherited IRA and just needed to re-confirm information since investment company recommended to check again due to tax implications from 2023 returns. Was called at noon by Lorena from their office to go over questions I had for Wendy for today and to confirm I had documents to present and asked if I could instead send documents by email through the app and wanted to know if I could meet if wanted by phone instead of in-person, or if in-person was the method I really preferred for today's appointment. I confirmed that I wanted in-person and to review previous documents to ensure everything was still in order, and she then informed it would cost $100 for consultation fee if was anything concerning the upcoming 2024 return for next year. I assured her that this is same questions I discussed with my previous HR Block Advisor previously and to go over those concerns with documents I previously provided during my tax returns. Lorena insinuated the time being noon and wanted to again confirm I had the documents ready and that we were two ours out from the appointment time and wanted to know if again I wanted to meet by phone or had to be in-person. I informed her again that I would not of scheduled to be in-person if I did not want to be in-person. She seemed like she was trying to push me to by phone only and or seek further items to include charges for items I was just trying to confirm and not seek additional consultations for fees that I already paid from my 2023 returns. Since it seemed I was being pushed that they didn't want to serve me today, I informed I would be reporting this concern to HR Block for review of their location because the concerns today and rudeness of a call of wanting to take care of issues before it costs me in the long term of things. It seems they only want to meet virtually, have you send documents online and not want to assist in-person without charging you so much more for items these days... Honestly I am frustrated with the lack of trusting their client would show for the appointment as I never missed any time I scheduled, nor needed this type of treatment today. I am very upset, frustrated by the lack of ownership to meet with their clients to give peace of mind they claim to do! Fix this and either re-train Lorena or have her move on.. because she is ruining the business relationships with this location!

So I had been working with the owner, Nydia Rios for some trust documents that I want it set up for…read moremy family and she has been super communicative and educational from the start. I would highly recommend her to anyone that is trying to make sure that their families are going to be financially taken care of in the event of a tragic loss!

From the owner: Contractors, Truckers, Realtors, Restaurant Owners, Entrepreneurs!…read more Tax season here! Are you ready? Prive Financial has your back with expert tax strategies and seamless business filing services for 1099 contractors and small business owners. Maximize Your Deductions Meet Filing Deadlines Avoid Costly Penalties Develop an Annual Tax Strategy Don’t leave money on the table! Call us today and get ahead of the game before the tax rush hits. Let’s keep your hard-earned cash where it belongs—in your pocket!