Nancy restored my faith in finding an honest, caring financial advisor. She helped us through a…read morecrucial time with both our business and personal taxes, answering every question and making a stressful situation so much easier. Highly recommend! And so happy we found her!

I sent an email to STA after seeing their sign outside their office. It was after hours, but the…read morevery next morning I received a phone call from Nancy, who was absolutely receptive and caring! After a brief discussion, I asked to send her an email snapshot of my income tax dilemma. She immediately texted me her info, and I sent my request! She immediately responded to my email and had fantastic news for me! I was totally blown -away by Nancy's customer service skills! I had been trying to get help from my old actg. firm (who I was faithful to for 15 yrs) in VA - I just moved to TX in January. They basically ignored me for 2 months. I definitely recommend Seaside & Nancy if you need actg or tax help! She's a professional and a ROCKSTAR! She really understands customer service!

Maria at Advanta Tax is absolutely the best in the business. I came to her with a stressful IRS…read moreissue, and she handled everything with professionalism, confidence, and incredible expertise. She explained every step clearly, stayed on top of communication, and delivered real results. What felt overwhelming at first became completely manageable because of her. If you're dealing with tax problems, don't hesitate to call Advanta Tax. Maria is the one you want in your corner. Highly recommend!

For all your taxes needs, Advanta Tax is the place to call. I have tried different CPA throughout…read moremy years. Searching high and low, all I can say is Maria the best in the business. I've been with Maria for 3 years now. Her expertise is beyond my expectations. Her staff is very helpful, professional and responsive to all my concerns. No complaint here !

I am a financial advisor myself. Doug Dickey, Nick Warren, and their team are great to work with…read moreand collaborate with! They do a great job explaining complex strategies in a way that clients can understand it. They do a great job in implementing those complex tax strategies with a very well structured and organized plan. Their team is run like a well oiled machine. Their meetings are full of laughter and are fun. They are far from dry or boring.

Yes, as you can read from their response, DRDA will try and justify their expenses, and say that it…read morewas because I decided not to continue with the project that they seemingly spent so much time and effort on. What is not addressed is any acknowledgment of short comings on their part. Lack of communication, dragging their feet and never getting the ball rolling or even appointing an accountant to my business, which was mentioned several times, but never done. Also doesn't explain a $810/hr zoom meeting that was charged. There time is obviously way more important than everyone else's time. Nickel and Dime charges for every second of their time without acknowledging their shortcomings and offering to compensate more back for lack of any else's time should be a red flag to anyone that hopefully reads this.

I'm going to try to make a criticism sandwich out of my bad experience:…read more THE GOOD - Albert seems like a nice guy who is trying to make money to feed his family. I believe he wants to do right by his customers, but... when it all comes down to it he really only wants customers who are willing to pay premium pricing for average (at best) services. THE BAD - For me, his kindness ended when I simply asked him why he charges almost twice as much ($500 for my personal taxes compared to someone else who charged me $300 last year) as other CPA's when he is doing the same calculations for your taxes. After spending an hour and a half discussing my tax history with Albert, I finally asked about pricing. This is when he told me about his high prices. So I let him know that for the sake of time I would be willing to pay him to do my taxes this year, but at that price I would likely not continue to use him year after year. To my surprise, he got defensive at this point and let me know that I should probably find someone else to do my taxes because it "wouldn't be worth his time" to do my taxes for one year. What good business person turns down easy money when you have already done half the work? THE SILVER LINING - Although this guy completely wasted my time, I'm happy he showed his true colors. I have plans to purchase a franchise or start a business in the near future in addition to potentially investing in real estate. I would hate to work with someone who feels they are "too good" to work with me on my simple taxes when I know my taxes will become more complex in time. I truly feel that I dodged a bullet on this one. Good luck to you if you choose to use this guy for your tax prep. I hope you have deep pockets!

This is a professional CPA, very knowledgeable and know how to guide you through the whole process…read moreto make it easy for you to do your taxes. I highly recommend Albert as your CPA.

Natalie has been my go-to tax professional for many years. I fully trust her knowledge of tax laws…read moreand expertise. Her staff is also very courteous and helpful.

I've been coming here for years and I keep thinking it's just once a year but the wait is…read moreridiculous! I had an appointment and they said they were running TWO hours behind because an earlier appointment wouldn't leave. Those people need to reschedule. And the worst part is their front desk doesn't think to maybe call later clients and give them a heads up? Poor business model.

I can't compliment the staff at Baity & Assoc. High enough…read more I was in a real financial bind with the IRS and was forced to work two full time jobs to pay them. Baity and Assoc. spoke to the IRS and eventually got roughly 60k of penalties and fees dropped and my payments cut by 2/3. They were professional and reassuring during the whole process and I shutter to think what kind of situation I'd be in without them. As for their fees - I've been to 3 previous accountants who racked me over the coals with fees and never delivered a portion of the service and peace of mind I have now because of Baity and Assoc. Of the services I used- Baity was the only one who didn't "brag" about how great they were- Baity delivered as promise for a very reasonable price. So, if you're tired of empty promises from TV ads and crooked accountants- go to Baity and Assoc. They will give you piece of mind and really fight for you.

Baity and Associates was referred to me by another happy customer of Baity and Associates. Very…read morehappy with their professionalism and level of service over the years.

This was the worst CPA that I have ever went to. The lady that did our return was flat out rude…read more She made audible sighs when we had some questions on the return that they prepared for us. Then after we paid them they never submitted our return. After more than a month, I called them asking about our return and they admitted their mistake. When I asked for a partial refund since they completely dropped the ball the receptionist said "Oh please I can only say that I'm sorry" Looks like next year we will either do our returns through TurboTax or go to a friendly H&R Block. At least they won't be outright rude

I had planned to do my own federal income tax returns this year (individual and business), but when…read moreTax Day arrived, I realized that I needed more than TurboTax. I needed some professional assistance. I filed for extensions and began looking for help. I called a firm that I had used two years ago, but they were too busy. A Google search gave me a couple of names, including Halloway and Associates. I made an appointment and was in their office the next day with my paperwork. The person that I worked with (Donna) was intelligent, professional, and courteous. Throughout the process, communication was very good. They let me know what additional info they needed from me, and they responded promptly to my emails and phone calls. Their fees were reasonable, and I was very pleased with their work!

I needed a CPA this year. I have 3 W2s to reconcile, and I cashed out a 401K attached to my prior…read morejob. Do I believe the CPA, Garrett Owens is competent? Oh yes. Do I think he's good at explaining tax realities? Definitely. However, Mr. Owens seems to be laboring under a preconceived notion the IRS is a good faith institution. They are not. Founded during the Civil War the IRS exists only to hurt us. So I will eventually apply for a 72 month payment plan to handle the 15K penalty I was told I will be punished with for needing cash now. I will definitely not go out of my way to make a good faith payment to the IRS. That will not happen. Only a payment plan I can afford. "Render onto Caesar what is Caesars" sure. But with Mr. Owens you will be paying so much more than you anticipated.

I have used Peterson CPA Firm for the last 2 years and I have not been pleased with the results…read more Peterson CPA Firm handles my taxes as I am considered a small business under the IRS guidelines. This year there were various issues that needed to be addressed regarding the final taxes sent into the IRS. I made an appt to meet with Mr. Peterson to discuss the various issues. We discussed the first issue that went back to the 2016 taxes and his answer was that he would write a letter and charge me $125. I will say that I was very infuriated by that response and it was insulting. (I can write a professional letter myself without the $125 charge.) Until the above 2016 tax issue was resolved the remaining 2017 tax issues could not be addressed. The second issue was when I called the IRS they had no record of my taxes being sent in electronically. I called Mr. Peterson and made him aware that the IRS has no record of the electronically filed taxes and that I needed a copy with the confirmation number. He briefly spoke to me then "slammed" the phone down hanging up on me. PROFESSIONALISM AT ITS VERY WORST!!! The third issue is they had no record of my refund because they had no record of the electronically filed taxes. Although, interestingly enough I was being charged for not having insurance due to Obamacare. I wrote letters and placed numerous calls to the IRS to straighten out this mess. I had the pleasure of dealing with some very professional people at the IRS. In fact, the IRS wanted to know who my CPA was as there was no excuse for this situation. I gave the IRS all of Peterson CPA Firms information both in writing and verbally. I handled every one of these issues with the IRS and got it all resolved with in a couple of months. This is a prime example where Peterson CPA Firm should have followed thru on all issues as Mr. Peterson was the CPA of record for preparing my taxes. An additional item I would like to mention is that I donate every year to the Salvation Army, the V.A. of Houston as well as the women's and men's homeless shelters. I try to do my part as I am very fortunate and would like to give others a helping hand. No matter what my donatons were for the year to these organizations Mr. Peterson would always slash the cost extensively. Mr. Peterson says it is based on the IRS guidelines for Goodwill. Goodwill would not even except the items of donation. Especially, after Tropical Storm Harvey. i.e. (used) dining room table w/8 chairs, refrigerator, freezer, 2 chandeliers, & numerous boxes of clothing. (new) $1,500 worth of brand new items to help those who lost so much during Harvey. Unfortunately, I do not donate garbage. I donate quality used items as well as brand new items. I would never ever recommend Peterson CPA Firm to anyone. Peterson CPA Firm deserves ZERO STARS. MR. PETERSON IF YOU HAVE NOT FIGURED THIS OUT YET; "YOU ARE FIRED"!!!