Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.

I contacted David and he responded quickly and offered to help. We had one other conversation and I…read moreuploaded my information to his website. I followed up with him via email and didn't hear back. Thinking he was just busy I tried emailing again asking for a status of my request....no response. Basically David ghosted me and left me with no help or recourse. I of course do NOT recommend him or his business. Would sure like to know why he refused to help me.

David made my overdue issues with the IRS much simpler than I had anticipated. I truly appreciated…read morehis extensive experience and prompt communication. I highly recommend him and have already referred him to family.

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

Becky does an amazing job..friendly ' respectful ' fast response and highly reliable..her work…read moreethics is professional

Messaged them on Yelp and received a quick reply to schedule a call consultation. They were very…read moreknowledgeable, gave good examples and made sure I understood each aspect we went over. The best part is that she gave me a professional opinion that was unbiased. She could have recommended me use her business more, but she gave me the best advice for my situation. Highly recommend!

We've been going to this CPA for a few years now (never worked with Joe directly but have worked…read morewith many others), and each year I'm less and less impressed, so this past year will be our last with them. Communication has gone downhill. Asking for clarification and getting zero back, or truly waiting a month for a response. Asking for advice on taxes and getting no advice back, while owing more and more in taxes each year with still no advice from them. I've been paying them for what I can do on my own with the automated version of TurboTax. A bummer since our friend referred us, but may be they were better many years ago.

We've gone to this CPA for several years now and they are ALWAYS professional and get my paperwork…read moresquared away in a timely manner.

Melody was fantastic! She handled everything with impressive professionalism, deep expertise, and a…read morewarm, personable manner that truly elevated the entire process. She was thorough, attentive, and made even the most complicated details easy to understand. We felt completely confident in her work and appreciated how effortlessly she guided us through each step. We couldn't be happier with the service we received and highly recommend her to anyone looking for a trustworthy, knowledgeable, and client‑focused tax professional.

Kevin has been doing my taxes for years. When I realized I needed to retroactively update my 2022…read moretaxes, I texted Kevin and he immediately called me back. He pulled up my 2022 tax return right then, fixed the issue and everything was resolved. Fantastic service. Kevin and his staff are always knowledgeable and efficient. Highly recommend.

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

Excellent service, great communication, resolved the issue we had almost immediately, I highly…read morerecommend!!

So very helpful, a lot of people try to do LLC process themselves but once you work with him, you…read morewill realize he is worth every penny that he earns! You just don't know what you don't know, I highly recommend working with him! He is so helpful even a year after I paid for the service.