Ellen claims she doesn't treat everyone poorly, only me, but my experience with this CPA has been…read moreanything but enjoyable. I reached out at the very beginning of 2023 for her help to sort through some previous issues with my tax filing a previous year and to catch up my taxes for 2021 and 2022 because I was behind. I expressed to her how important it was that I got the finance stuff under control and it was something I needed to take care of ASAP so I could move through 2023 with better tools. She ensured me she would take care of me so I agreed to work with her. Come April, she barely finished my 2021 taxes and said she was filing an extension for my 2022 taxes. Needless to say, my taxes were filed ON October 15th, which she blamed me for, for not signing the paperwork as soon as she finished it at the end of September, but I just wanted to be able to look over what she did before I submitted which I believe is fair. She said she was setting me up with a payment plan, but my payment plan was never submitted even though she told me it was. She also suggested I file as an s-corp and mentioned this multiple times and I said, "ok, just let me know what you need from me." but nothing ever came of that so I'm sure I'm paying more in self-employment taxes than I need to. I owe the government money for multiple tax years and I received a menacing letter from the IRS to which she responded, "It's not a big deal. That's just a scare tactic." But, it very much IS a big deal to me, my bank account, my business, my goals, etc. Also, it took me texting 3 weeks in a row trying to get ahold of her to ask about these letters from the IRS. I finally got fed up and asked if I needed to find a new CPA so she finally responded that she was recovering from surgery so she didn't respond even though the read receipts showed she saw my texts immediately after I sent them. I specifically asked her if she was familiar with Profit First because I wanted to use that model of accounting and she said she did know it well and we should have a zoom meeting that she could charge me for to talk about it. I agreed thinking I would get the information I needed, but when we got on the call, she stated she actually didn't know anything about Profit First, but she did some googling prior to our talk and then just told me things that I already knew from reading the book. I wanted specific information regarding MY business and the way MY books were, but she just told me generic percentages that didn't even work for me. She repeatedly told me how much time she took out of her personal life to try to learn this just for me as if I owed her for doing her job which she actually lied to me about knowing. I also don't think an accountant learning about another form of accounting is something SO crazy for an accountant to do that it should be brought up over and over, but maybe that's just me. When this all finally came to a head with the IRS documents and her refusing to help me sort it out quickly because it was "no big deal," I asked if the way she was treating me was typical and she then told me no, that it was just me and I am one of the most uncooperative clients she has. (I expressed to her early on that my office days are always Mondays so that is when I can catch up to anything I have missed during the week as I'm out in the field most of the week.) So she would send me a text late on a Wednesday and then text repeatedly if I didn't respond immediately. Even though every time I asked for help, she would claim she was way too busy to respond to me. She always said she had SO many clients to help ,she just didn't have time for me and then if she needed a response from me about something, it had to be right that moment or I became the "difficult client." As a small business owner myself, I would NEVER call someone uncooperative because they didn't text me outside of business hours. And in my opinion, her choice to wait ALL YEAR to start my taxes isn't MY FAULT. If she would have been working on them when they were supposed to be done, she wouldn't have had to rush to get them done by October. My advice to you, if you're someone looking for an experienced CPA who cares about their clients and their money, DON'T HIRE ELLEN. You will lose progress you have made and then be even farther up the river without a paddle and you won't have any idea what to do and she won't care. Hire someone else.

Ellen is a kind person with a lot of experience. Once she gets going on the work, she is persistent…read moreand meticulous with the process. Having now sent in the tax forms, I have comfort that it was the best return I could have filed. Because she is busy, it is important to keep checking in to make sure things are still progressing; perhaps Ellen needs an assistant to help her, but that's beyond my purview. I trust Ellen and that counts for a lot.

Joanna and her team have been my trusted CPAs for years. I used to handle my own personal and…read morebusiness taxes, but I quickly realized the value of having a skilled professional manage them. Their expertise and advice have been invaluable in the long run. The team is fast, dependable, easy to work with, and--most importantly--highly detail-oriented. It's been a great experience overall.

Very knowledgeable and responsive service. Joanna made a process that can be stressful (taxes!)…read morefeel easy and smooth. She was quick to respond to questions, and she spotted deductions and opportunities that others didn't.

My family has used The Tax Trailer for many, many years & we are always very pleased!read more

You can't ask for a better team of people for your tax needs! Chelle is absolutely amazing and the…read moreentire staff is so helpful!

In the course of 2009, I finished school, got married, got a job, got another job, and generally…read morehad the most complicated financial situation I'd ever experienced before. We now have taxes that can result in paper trails up to an inch thick or more each year, and after reading on the internet that Egon specializes in gas and oil leases I was in. He had me fill in a large sheet of tax information to get started and then helped me fill in the blanks when I had questions or concerns. Egon is great at communication and works hard to make sure you get the tax deductions that you qualify for. I did some freelance work last year and he helped me to deduct my freelance expenses with no problem. His final paperwork post-return is organized and helpful for future tax years. Getting to his office is a bit of a potshot, as you have to watch the street numbers on Koenig very carefully and then turn in quickly to the driveway unsuited for 45mph turns and angry tailgating-in-the-right-lane drivers. However, his office is clean and comfortable once you get in. He's one of those guys that I imagine fitting in really well on A Prairie Home Companion tapings - tall, blond and stolid.

My husband and I have used Egon's tax services for over five years. He has helped us through…read moresetting up our business ... and then discontinuing our business (ha, ha), plus a recent Wheel of Fortune win that included California taxes. He knows his stuff and always gets us out ahead. Very trustworthy, efficient, punctual, nice, and helpful. His fee is really not that much, either. In case you think you need to have complicated taxes to use his services, that is not at all true! Feel confident in you filing and use Egon.

Lisa Shackelford was recommended to me by a friend who has been her client for years. My husband…read moreand I had been struggling with managing our somewhat complex tax situation since our wedding a couple years ago. We were late getting our documents to Lisa, but she zipped through everything so fast. She was very thorough and directed us with great questions and very clear email communication. She even reviewed the last couple years of filings, and found additional money owed to us. Her service was impeccable and well worth the cost. I have recommended her services to anyone who will listen to me.

Fabulous! Not only is Lisa is a great accountant, she's a…read morewonderful person! We've been using her for years and everyone we refer to her loves her and is happy with her work. Her husband, an attorney, is also an accountant and they work together. They're very helpful to have on your side. And, while it's entirely secondary to how wonderful they are... the last point to make: convenient office location!

Koreena was a huge help this year! My LLC hired her as our first ever tax preparer for our business…read moreafter extreme issues with our accounting platform. She helped us migrate to quickbooks and complete our business taxes on time. She then did my husband and my personal tax filing. Her checklists and follow-up communications were always clear and helped us submit on time. Her warmth made me feel like i could ask all of my questions without feeling silly. I learned a lot from this process and do not plan to do this alone again! Thank you Koreena for your wrap around support and clear guidance!

Very professional results. Very fast, easy to work with. Good reviews and great overall…read moreexperience.

Lila and her team are extremely helpful and will guide you throughout the whole process of Tax…read moreseason or any general book keeping questions. Welcoming people there and it's great to have someone like her helping you out. Highly Recommend

What can I say about Margaret? First of all, she came highly recommended by a trusted friend, so I…read moreknew to expect good things. Margaret came in to help our company out during a very difficult time. The previous president had been let go, and I recently had to remove our CFO as well. Our books were a mess. We really didn't have any idea of what the real state of our finances and contracts were. We had failed an audit, and the systems we had in place had not prevented internal waste, fraud and abuse. Margaret quickly got our books in order, helped us find an internal bookkeeper that she trusted, put proper financial systems in place, and helped educate our board of directors on the status. She helped save our company. The bookkeeper she recommended is still with us 3-1/2 years later. Margaret continues to serve as an advisor for us, files our taxes, provides reports to our board, and facilitates our external audits. The negative review I saw on here does not make any sense. I wish I could give Margaret six stars for the work she's done. I highly recommend her.

Margaret is the most amazing person. I first went to her when I was in grad school and was audited…read moreby the IRS for making too little money. Apparently the concept of a poor grad student is foreign to the US government. Margaret took it all in hand and not only took care of the meetings with the auditing agent, but she took a second look at my taxes for the year and found that I had overpaid. Armed with this, I was on cloud 9. I trust her with my taxes and everything else. Great person, great work, and one of the nicest people to talk to. I wouldn't want anyone else.