This company is GREAT ! I have spent lots of money and time…read moreworking with other credit companies and never has anyone done so much In such a short time. and there prices are very reasonable. And I would like to thank Mrs Esteven for persuading me to give them a try, I was very frustrated with the other guys.

I was at a point where I felt hopeless about fixing my credit. I came across Estevens Taylor & I'm…read moreso grateful. as my case manager, she helped me make a plan & actually stayed in contact with me. in 60 days I had $900 in disputes addressed & all 3 of my credit scores went up (from mid 500-low 600 to low 600-high 600)!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

Tiffany, Alfonso and the rest of the team that helped me with my taxes were wonderful! Easiest tax…read moreexperience ever! After getting a scary quote from H&R Block (literally, they told me I owed over $1K), Castro & Co helped me through everything with ease and ended up getting me a refund instead of having to owe money! I look forward to doing my individual taxes with them next year. No joke - I am impressed.

We highly recommend Castro & Co! Their legal expertise, attention to detail and professionalism…read morehas always gone above and beyond our expectations. With refunds to match. Castro & Co provides prompt responses to our questions and we greatly appreciate the time and energy the team has spent providing guidance on tax laws and proper planning to reduce our tax liability. Castro & Co clients also benefit from their estate planning services.

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

This company does not speak the truth to their employees or their clients. They're constantly…read moreinstructing there accountants to never admit to any wrong doing instead of owning up for mistakes they have made such as not printing checks on time or losing information.

I had a much longer review. However I removed it because the firm's attorney sent a letter…read moredemanding the review to be removed or else the company "will seek ALL AVAILABLE legal remedies, including filing a lawsuit to seek monetary damages...". To avoid wasting time on litigation I have complied. I've been advised to replace it with only my opinion: In my opinion, based on over 6 years working with Gurian CPA Firm, this is not a good business. For others that get a demand letter, remember you have First Amendment rights to express your opinion. Texas has a strong Anti-SLAPP statute: https://slappedintexas.com/primer/

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!

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.

Look no further if you are a Merchant looking to Grow your business and a Merchant Services Sales…read moreAgent looking to Grow your income. All the pieces are in place that make this an ideal employer to work for and a customer centric company to do business with. They have been a leader in the merchant services industry for twenty years with an A+ business rating. If your looking for an honest, forward thinking company to work for and do business with, you couldn't have asked for a better Win-Win situation for all parties.

From the owner: In the years since our inception, we have successfully grown our business to become one of the…read morelargest privately owned and self-financed merchant service providers in the country. We are consistently ranked by the Nilson Report in the top 70 largest merchant acquirers in the country.

I sold my business using this firm and would highly recommend them to any business owner who wants…read moreto sell their business for top dollar. I was with a business broker for five years and had ZERO offers, Josh Bammel and his team at Kratos closed my deal from start to finish in seven months, Wow! Kratos Capital - Dallas Mid-Market Mergers & Acquisitions firm is pleased to announce, Meheen Manufacturing, Inc & Evolve Capital in a partnership with the company's founder, Dave Meheen. Headquartered in the State of Washington, Meheen provides advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. "After looking for more than five years for the right firm, it became clear to me after only one conversation with Josh Bammel, that Kratos Capital was the right team to represent my specialty niche manufacturing company," said Dave Meheen president of Meheen Manufacturing, Inc. "The time was right to bring in new resources that can help manage the growth, not only domestically but worldwide. Josh Bammel and his team gave my deal a high level of energy, enthusiasm and integrity not found in other firms. Josh Bammel's knowledge of the M&A process was deal critical to finding the correct partner for my business and ensuring our success. My company was a very complex and unique deal which Josh and his team took the time to understand and manage my deal by bringing more buyers then I could've imagined." They truly did the heavy lifting and allowed me to focus on my company. I am convinced that my deal couldn't have been done without Kratos." Josh Bammel, Senior Managing Director of KC's Capital Markets group, said, "Dave and Evolve certainly made this deal fun. We're always pleased to see our clients expectations met in a timely manner. I am very happy for both sides of the transaction table, my team performed at levels never seen before in the I-bank arena. Kratos is very active in this space; we believe the global food & beverage markets have a long runway ahead, in particular the Craft Beer segment, both capital equipment and production side. Kratos is carving out a very comfortable place in this segment based on our proven process of institutionalizing private companies prior to market inception." Kratos Capital, founded in 2003, is an innovative M&A firm headquartered in Dallas, TX. The firm serves clients from two North American offices and location in Brazil.

After spending five years searching for help to sell my business, I guess I was like most business…read moreowners; feeling helpless. I was introduced to a Kratos Capital from a business colleague of mine who had previously used this firm to sell his business. I spoke with Josh Bammel and it became clear to me he understood me and what my value desires were. From the beginning, his team took the time to understand my niche business and market place. I felt this group really also took the time to educate themselves on the overall market place both domestic and international. I was amazed they didn't try to sell me services I didn't need, the Kratos team was very transparent and were available whenever I tried to reach them; very responsive. I sold my business in seven months from start to finish and found it very seamless using this firm. I would highly recommend to any business owner wanting to sell their business to contact Kratos and use this firm to sell your business, I am very happy with my results!