Great work on our taxes the last few years and friendly staff. Would recommend for…read morepersonal/business tax needs. Have some friends that use them for bookkeeping/payroll for their business and have heard great things on those services too.

The short story: This firm does not have time for new clients. They don't seem to care about…read moreclients or customer service. Don't waste your time here. Here's the story of my interactions. December 2024 I reached out because my business was growing rapidly and I wanted a professional to help our tax strategy and our financial planning to grow with it. They scheduled me for an in person meeting with Dean as the first step. About 5min into the meeting as I was discussing what my hope was for my future with them, Dean interrupted me and said something to the effect of, "Just so you know, I haven't decided to accept you as a client yet. We are very busy and we may not want to take on your business unless it makes sense for us." My thought was, why did we have to have an in person meeting just for you to tell me you didn't want my business... This could have been a phone call taking less time out of my busy day! It was obvious I was interviewing for the opportunity to pay for their services. We continued on and I told him more about our business and the revenue growth we were experiencing every month. After a while my only guess is he could tell that we were the type of company they could make money off of so he changed his tune. Suddenly I was in and we were discussing all the strategies he could employ for us. At the end of the meeting he said they would send me an introductory email with some instructions on becoming a new client and a link to a portal to upload all my 2022 and 2023 tax returns. Then they would evaluate everything and tell me what they would need in order to start processing my 2024 return and some entity reporting changes for 2025. Weeks went by with nothing sent to me. I tried to be patient because I figured the holidays might have slowed them down. I knew they had my email because they were sending me emails about their new office and having a ribbon cutting ceremony party. Finally in late January I sent another email letting them know I still hadn't receive my welcome email or the portal invitation. They replied this time... No apology for the delay.. They just said, we do have you in our portal but they hadn't invited me yet. They said they would invite me but we're letting me know that I was now a little late and they were getting busy and I should hurry and send in my 2022 and 2023 tax returns. (great, so now I'm to blame for being late) Sadie said in the email, after I uploaded my returns, they would evaluate them and then "send you a tax organizer, so you know what documents to bring for 2024". So I logged into the portal immediately after our phone call and uploaded my '22 and '23 returns. Weeks went by and nothing from them. Finally it was getting too close for comfort for me with the impending tax deadline and it didn't seem like they valued my business or had time for me. I ended up processing my tax return without them. I've never heard a single thing from them until June 4th 2025 (today) when I received a call from them (I think Sadie again). She said she just wanted to check in because they were still waiting for my paperwork to process my 2024 return and she wanted to know if I still wanted to be a client. At this point I have been so upset with how little they care about prospective customers. I told her I did upload my returns to the portal as she requested in February and no I couldn't see us doing business together because I don't think they value me or my time because they never sent me anything after that. Her response was indifference and she seemed happy I didn't want to be a client. She said, "Ok good that's what I was wanting to know. We did receive your 2022 and 2023 returns but you never sent us anything to process your 2024 return." (basically once again I was to blame) I started to tell her she said that they would evaluate my returns and send me the information and format they wanted for my 2024 return but they never did (what she called the tax organizer in her email in February), after I said that I realized I was about to lose it, lol. So I just hung up. There's no point in explaining that to her and going back and forth when they just keep putting blame on me. They don't care. The reality is they've taken on more than they can handle. They should have just told me in that first meeting they were too busy with existing clients to take on new clients. Seriously, it's June 4th 2025! And now you're finally reaching out about getting my 2024 taxes done?!? I don't want a CPA I have to babysit. So, I'm still on the hunt for a good CPA who cares about me, my company and my family.