Clint has been doing our taxes for years. Great company, great people, kind, intelligent and know…read moretaxes luck us

I'm such a huge fan of Clint Herndon and the Next Peak CPA firm. Clint has handled both my…read morepersonal and business taxes for several years and I always feel like I am in the best of hands. He is creative, repsponsive, and super knowledgeable. If you're looking for an excellent tax firm... this is it!

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

I called R&S Tax Service and requested a tax appointment in November of 2024. Roger told me that…read morehe doesn't start making appointments until January of the new year (2025). In January I called and made an appointment and filled out the new customer questionnaire. I was given an appointment for 4pm on March 18, 2025. On March 18th I was ready for my appointment. At 3:15pm I received a text from Roger exactly as follows: "I'm cancelling our appointment for today. A bit later in the season we can meet." I asked Roger by text when we could reschedule. No response. I asked if I had somehow offended him. No response. I never heard from Roger again. I strongly encourage anyone needing your taxes done to look elsewhere.

I have worked with Laura for this year, came to her after 20 years of working with HRand Blcok,…read moreShe is very responsive, intime for filing. I am very happy with her.

We switched to Laura after a 15 years of TurboTax. We found her to be incredibly easy to work…read morewith, and responsive. She answered any question we had and always offered to follow up with more information. We decided to use Laura after starting an LLC in the 2024 tax year. She made sure everything was properly accounted for.

For the past 6 years, Randy has been my go-to tax preparer, and I'm just as thrilled with his…read moreservice now as I was the very first time. He's incredibly thorough as I stated before, he takes the time to explain everything in detail and answer any questions I have--no matter how small. He's always flexible with scheduling and makes the entire tax process stress-free and straightforward. If you're looking for reliable, top-notch tax help, Randy is the guy. Thanks Randy!!

Randy is so accommodating and knowledgeable. He came to our house per our appointment. The…read moreprocess was fast and no stress.

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!

Massey and Massey has been the accountant for our family partnership for many years. I highly…read morerecommend this firm not only for their professional experience but for the entire staff in how they have been pleasant, helpful and courteous in answering my questions as a limited partner in the family business. Larry has been our accountant but any person with this firm that I have engaged has taken the time to answer my questions.

Larry is a great accountant. He is very detail oriented and has excellent suggestions regarding…read morefinances. We are very happy with his services. Last time we were in the office to pick up our tax returns we got to meet Porter, who was an outstanding receptionist with unparalleled customer service skills.

I was looking for a turbotax software and tax expert…read more Not really a great experience. I needed help with some unsupported forms and filing for next year... All I got was an auto-cancellation of my scheduled appointment and a "sorry we can't help with that" and a link to information i already had. It was really no help at all. You'd think a TT expert could help with non-standard tax situations or at least provide a list of expert that could help.

From the owner: Hand off taxes to a local tax expert who has your back. Our TurboTax store in Broadstone., Folsom…read moreoffers a fresh, modern experience where you can talk with a TurboTax expert and get tax preparation services, by appointment or walk-in. Whether you have a simple or complex return, our trusted tax experts make tax preparation easy and stress-free. Relax knowing they've got your back and will get you every dollar you deserve. Visit your local tax office in Broadstone., Folsom to get started with a local tax expert today.

Smart, up to date information, reliable, efficient. EVERYTHING you want and need for tax…read moreinformation. We have sent many people to see Kent, never disappointed.

Worked with Kent. This guy is my new tax angel. LITERALLY an ANGEL! I won't say too much because it…read moreis the Internal Revenue Service were dealing with. But Kent was professional, compassionate, down to earth and accommodating. He hugged me when i was crying. Lol. This guy is great. Try him out!