We are a small business who found Concierge Consulting and Theresa after many bad experiences with…read moreother CPAs and tax places run by old men who made me as a woman running a small business with no prior experience feel awful about my circumstances. As soon as we started to work with Theresa and her team, it was like a breath of fresh air. They are all supportive of my journey, always ready to give advice and not shame, and have turned into clients themselves. The level of support we get from them is amazing, and from our conversations, I know how ethical they run their business and approach their daily lives. I can honestly say their support has led me to be more successful in my business. Thank you, Concierge! You have a lifelong client in us!

Theresa and the team at Concierge are simply wonderful. She has been preparing our taxes for about…read more10 years. We initially met her at another firm and then of course followed her when she made the move to Concierge. If you are looking for a new accounting firm for personal or business look no further. Her team is trustworthy , knowledgeable, and efficient. Theresa also has very acute business insight and will work with you and advise you with full honesty on any business decisions that you may be needing help with.

Shelly Raab is excellent. She is thorough and conscientious. I highly recommend Eagle Eye Tax and…read moreaccounting.

I had an appointment with Dawn at Daccounting to review my Quickbooks accounts today. I can't say…read moreenough good things about her consulting. She is professional, very efficient and offered me great advice in managing my payroll process. She found ways to save me time and money. A huge thank you to Dawn for going above and beyond.

My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

I would to recommend Nama services for who ever seeking for great CPA accounting…read more Nama was very knowledgeable and helpful. I had questions about filling my 2018 LLC taxes, Nama was patient, address all my questions and concerns. She made this all process very easy for me. I would like to thank you Nama for all your help and service. I appreciate it Highly recommend to all.

Nama's was very knowledgeable and actually sat down with me & my husband and answered our…read more questions and share her knowledge. The experience We had with Nama's was much different than our past tax preparers. She is more professional, helpful, knowledgeable, and super quick. I've already referred her to my friends for next year's tax returns.

Angie with Serenity Bookkeeping has been reliable, detail-oriented, and always on top of things…read more They make bookkeeping simple and stress-free, and I feel so confident knowing my finances are in great and professional hands. Not to mention, she is an absolute joy to work with. Highly recommend!

I hate leaving 3 stars, but when a company can't even return a phone call, it makes me wonder how…read morethey have a good ratings. If you are too busy to take on my business, please just call back and let me know, instead of leaving me hanging. It doesn't give me any confidence for you to do my books if you can't communicate.

We have been with Kristena for several years. She is highly knowledgeable, understanding, and has…read morebeen a godsend for us. Because of her, we have received a refund for work a past tax preparer had incorrectly done. We have recommended her to friends. A wonderful find!

She was fantastic, Great CPA handling my taxes for 9 years and then getting a letter recently for…read morecanceling our partnership as a client. I understand growth, tough decisions need to be made but at least break up with a personal call, especially when you were well compensated all these years.

I had the pleasure of working with Amber Woodward. She is an excellent bookkeeper and did an…read moreexcellent job in reviewing my accounting documents and strategizing for how to put my companies in the best position. She really knows her craft. Based on my experience I would (and have) recommended her to others.