Extremely disappointing experience, especially given my family has used this office for over a…read moredecade. I met with them in December and was told they were happy to take me on as a new client, with clear guidance that documents could be emailed. I submitted the majority of my forms on 2/16 and clearly communicated that one document was still pending. I uploaded the final form on 3/11 and followed up on 3/16 to confirm receipt--no response. On 3/24, after continued silence, I called the office and was told my return would require an extension and would not be completed by the deadline, which was surprising given how early everything was submitted. That same day, my parents--who have been clients for over 10 years--went into the office and were told that my return was being worked on. On 4/3, I called again for an update and was told there was no clear timeline. When Sam called me back, he admitted he had not even started my return, estimated "next Friday most likely," and then told me to "stop calling" the office. I only reached out a couple of times due to the complete lack of communication on their end. For something as time-sensitive and important as taxes, this level of disorganization and dismissive communication is unacceptable. Update: After posting this review, the firm dropped my parents as clients despite their long-standing relationship of over a decade. While businesses can choose their clients, the timing and handling of this situation further reflect the lack of professionalism and client care described above--especially during tax season.

Excellent, friendly service! Sam, Bob, and their team have always been reliable partners for us…read moreboth for our small business as well as personally. I can't recommend them highly enough.

MoreLyfe was awarded technical assistance through Invest Atlanta, which connected us with Jessie…read moreand JMB Accounting Firm. Jessie initially helped us organize our QuickBooks, review our financial records, and gain a clearer understanding of the overall financial health of our business. She did such an outstanding job that we decided to retain her as our bookkeeper and accountant. Jessie goes far beyond the numbers. She has helped me think strategically about the future of my business, evaluate its financial sustainability and improve our business structure. She also handles both my business and personal taxes, giving me support across every level of my financial life. Jessie is thorough, knowledgeable, resourceful, and genuinely invested in the success of her clients. She has truly been there for MoreLyfe, and I cannot say enough about the care and guidance she has provided. If you have the opportunity to work with Jessie and JMB Accounting Firm, do not hesitate. You will be well taken care of! We wholeheartedly recommend her to anyone seeking trusted financial and accounting support.

I was honestly skeptical about outsourcing our payroll since we already have someone in-house in…read moreour accounting department. But I have to give credit to Jesi and her team at J&B Accounting Group. One thing that really stood out is their after-hours support with real people, not automated systems. For a small business like ours, that kind of responsiveness makes a huge difference. If you're on the fence about outsourcing payroll, I'd definitely recommend reaching out to their team , their payroll services here in Tampa, FL have been a great addition to how we run things.

Danielle Dryden gets my highest recommendation. I had issues with IRS for more than 10 years when I…read morehired Danielle. She perservered with IRS, going through several revenue agents and taxpayer advocates until she finally found an agent who agreed with her. My liens were lifted, the case was closed, and IRS refunded almost $4,000 to me. What more can you ask for? Call Danielle.

I dealt directly with Cedric. I moved to Florida recently after selling a condo in Indiana and…read morebuying a new home here in Florida. I am beginning to cash in my investments and his firm is assisting me with my tax liability and filings. I found him easy to work with and look forward to a continued relationship

I feel very fortunate to discover CS West & Assoc. I started out seeking help with my divorce but…read morereceived so much more. Sophia, Cedric, and their support team provide me with the personal attention, detailed analysis, & professional recommendations I have sought to receive from numerous professionals at the same time. It can be confusing. CS West & Assoc. is one stop for many of your needs whether its business or personal. If you're in need of the services which they provide, I highly recommend giving them a call.

Joel Marius is AWESOME. He has been our family financial advisor for over 7 years. He is commited…read moreto what he does, very knowledgeable, always gets back to us quickly, has helped us grow our networth and has helped protect our investment portfolios from market risk. Joel has also been able to guide us with our money when looking at large purchases. His financial plan has been worked very well and has guided us to a path towards retirement.

Michelle was thorough, detailed and knowledgeable. She got our taxes done timely. I would highly…read morerecommend her.

I highly recommend Michael Sarafian, Wealth Management, at LPL financial. He is a man of integrity…read moreand a pleasure to work with. His positive attitude and financial expertise made a huge difference in my life. Our first meeting was over 3 hours. He listened, customized investment strategies and helped me develop a plan for my future retirement. He is amazing. Jan H.

Terrible experience with Michael P., Wealth Specialist at LPL Financial (a third party to Suncoast…read moreCredit Union).I am extremely disappointed with the lack of financial knowledge and capability demonstrated here. I approached Michael for assistance with obtaining a Medallion Signature Guarantee, something Suncoast explicitly stated he would handle.Instead, he refused to provide the medallion stamp, claiming he would not do it because of a financial relationship--directly contradicting what Suncoast promised. For a designated "Wealth Specialist," this level of unhelpfulness and conflicting information is completely unacceptable. If you need reliable investment services or standard financial procedures handled correctly, look elsewhere.

Wonderful full service tax service. Timely and efficient. Reasonably priced service.read more

The best folks ever. Takes the unknown out of taxes. Efficient and accurate work. Highly…read morerecommended!