My wife and I had the complimentary 30 min. consult. We were closing a business in another state…read moreand wanting to move it to Utah. We were very pleased with Jeff's knowledge and ability to help us understand the complexities... and simplifications. They will be helping me register my LLC with the State too. I get the vibe that they are a one-stop shop for all things accounting, which is exactly what we are looking for. We have found our new CPA!

Jeff did my taxes last year and did a review of my previous years taxes that were done through…read moreturbo tax. I ended up getting a far larger refund because turbo tax didn't lodge my taxes correctly. I highly recommend that you use these guys!

To all D2D sales people who are potentially looking for a service to help you with your taxes. Keep…read morelooking. These guys are a joke. They hit me up on my instagram told me they were better than the service I was already using. They set up a meeting and in the meeting they said we are amazing about communication. That is something you don't get at your current guy. So I took the leap. And everything since then has been an absolute nightmare!! First they started by setting up my direct deposit with their payroll system with ADP. Which doesn't seem like a big deal but what it means is now they have the ability to withdrawal money from your account with ease at anytime whenever they want. And better yet they will give you 0 warning when they do. The day before a huge trip I had $750 taken out of my account without warning. First they will act like it's not a big deal. Then they will give you a crap excuse and explanation and when you ask for an invoice they let ADP take the blame. $750 bucks is one thing. A whole other thing is the random $5, $7, $12, $89, $125 charges that happen like every week. At this point I'm so confused by what's going on that I'm calling and texting them trying to get to the bottom of things. And they let me know some of those are valid charges and some are accidental and will be refunded. With the last person I used for taxes they had me fill out a single page paper questionnaire and then they literally did all the work sent me the itemized invoices. It was simple easy and I didn't have to do any work. These guys. Will ask you to do a new chore every week on different softwares you've never explored. When you're doing the recruiting game and have no time for this type of stuff it's pretty frustrating to be told over and over that you need to do a bunch of chores for them. And God forbid you ever show any disdain for having to do all of this work for them. They will belittle you and tell you that it's not a lot and that it is all easy work. Yeah maybe if you went to school for accounting for four years dude. No my experience with these guys was absolutely horrible. I recommend everyone stay as far away from them as possible especially if you're in D2D. As sales people we pay people to take care of our taxes not to make us feel small, belittle us, shame us for not knowing how to run their complex softwares (that claim over and over again are so easy), or shame us for not having a crazy amount of time to do the ton of chores they give you, and then the worst part is all the random charging of your accounts, total lack of transparency and lack of itemized invoices. I have since talked to several accounts while search for a new one. I have let them read every message sent between me and these guys. These separate accountants have said that they believe it is asinine that TAG tax would use ADP for payroll on an LLC that employs one person. On a massive company it makes sense. They also said that they think it's crazy there are random charges that need to be refunded. I get that people make mistakes but it's more the lack of accountability and pointing the blame to ADP constantly rather than saying maybe it's our fault for using this payroll in the first place. This other accountant said that you don't need payroll that often and certainly not at that price. They warned me to get out while I could because these guys were not just overcharging me but actually running me to the ground. Bottom line these guys treat you like garbage. Talk down to you. Charge you without your permission. Run you for a loop for your money. It's ridiculous and no one should do business with them without reading this first. And I will make sure that the D2D space is aware of this scam before giving these dudes a dime.

This team helped to set up mine and my husbands LLC for our air bnb. It was super easy and a time…read moresaver.

I started out liking this company. However, I am beyond put off by their payment fees. This company…read morewants to charge you a fee for an EFT. I would understand if I was using a credit card. However you feeing me to death puts you at the bottom and makes this company a chump. Find another company. They fee you to death!

Way overpriced internet that had issues late at night and regular outages…read more They wouldn't set up my internet on the day they said they would, our agreed upon date of my move in. My wife and I work from home and I had to show up at the office at 8 AM to get them to turn on the Internet. Customer service was rude and unhelpful. Would not recommend to anyone, honestly.

I hired Kory in June 2023 to help with creating an S Corp and taxes for myself. The first thing I…read moredid when I got access to the portal was upload my current Year to Date earnings so he could do estimated tax payments for me for payroll. He did create the S Corp for me. He did process payroll once for me for Q3 for the only employee I have, but I don't think he ever looked at my info to figure out payroll for myself. When I uploaded everything for him in January 2024 to process Q4 payroll for my employee and do my payroll he was a ghost. I texted and called him multiple times through the month to make sure he had everything and see if he needed any clarification to no avail. On the 30th I sent another text asking if this was going to be done by the deadline and he finally responded, saying that they'd get it done. Nothing was done, and he's completely ghosted me at this point. No response to texts, and phone calls ring once or twice and get sent to voicemail. I'm going to dispute the $1500 I paid him with my merchant and report to the BBB to see if I can recover anything, because at this point I'm going to have to pay all my payroll taxes for 2023 at once, AND the 10% penalties for myself and my employee that were never filed with the IRS. PLUS I have to hire and pay a new firm to try and make sense of all this and see if there's anything that can be done to minimize the fees for him not submitting anything. I cannot give 0 Stars DO NOT USE SMPL TAX.

Do yourself a favor and avoid using this tax preparer! We used his tax preparation services for…read moreover 15 years in good faith and trust. Then when we received an IRS notification letter about a gross error he made on our federal return, he would not return our emails or calls asking for his help in responding to the IRS. We have been told that we need to amend our tax return, at a significant cost, due to his error. He is completely avoiding us and his responsibility to correct his mistake. According to what the other Yelp reviewer wrote about him, this unprofessional behavior is a common practice for him.