I was given 's information from a friend. I've been with the same accountant for 30 years and…read morefigured I would just see if someone else could save me a little bit more money on taxes. My first conversation with he said he would look at my old returns for free and give me an idea of where we might be. We then discussed some things that would save me a lot on that discussed with my old accountant. Nice, kind, and professional.

Not only is Jason Knickerbocker efficient at what he does, he is also personable. When you visit…read morehis office, he will have the paperwork ready. While you're there, he double checks his figures. A great practice. His fee is reasonable. We have been using his services for several years now. We would highly recommend him to anyone looking for tax services. Small parking lot on site.

I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

This is a convenient location for my banking business. Tellers are pleasant and efficient. I was…read moredone quite quickly. Shared parking and a drive through available.

I LOVE MY LOCAL CAVE CREEK CHASE BANK FOR SO MANY REASONS! KIM HARRIS IS AMAZING!! I love walking…read morein to the bank and seeing her smiling face. She always greets me by name and asks about my family! She is always SOOOOO helpful and has the best customer service! She is excellent at her job and is always able to answer all of my questions! She is the main reason I chose this bank! We moved to Cave Creek two years ago. I was crazy about my bank in Kansas that I had for 30 years. I doubted I would find a bank that would compare. Kim, Pedro, Angelina, Katie and staff blew my expectations out of the water! Peter Suarez is also amazing! Upon moving here, we went to Chase bank in Cave Creek (right by our house). We were set up with Peter Suarez. He is a God send for sure. He opened up a new account for me and immediately put my mind at ease. He explained everything to me, got me all set up and even did a follow up call the next day. He is super smart and excellent at every aspect of his job! He got all of my paper work together and of course gave me his info incase we had any questions. He has excellent customer service skills combined with his understanding of banking. I knew we were in the best of hands after I met Kim and then Pedro! Angelina and Katie are also huge assets to this location. I have also had the pleasure of meeting and being helped by Mikaela Marazzo -Vice President. She was super impressive and sweet! I am so pleased and grateful for KIM, PETER, ANGELINA , KATIE, MIKAELA and all the staff at Chase bank. Thanks for the excellent service! We will always be with Chase BC of you all!!

Joe has been great to work with! From the first time we met, he has attended to my very business…read moreaccounting need! I plan on continuing to work with him as my company grows!

I looked this guy up on Yelp, and he good reviews, so I thought I'd give him a try. I usually have…read moreall my stuff ready to go mid February so I called him and talked for a bit and felt comfortable with this guy doing my taxes. I was told 2 weeks ( Lmao.. watch the Money Pit w/ Tom Hanks). Well March came and went, April, May and now it's June 22, 2021. Nearly 3-1/2 months later, I have YET to get my taxes. Last week I went back to my accountant in California and he did them in 15 minutes, I paid him, and he electronically filed them, meanwhile I'm still waiting to hear from Joe about the returns he was supposed to do.... You live and you learn. Lesson here is when the deadline comes and if the work is not done, fire them... PERIOD. Joe recently posted that he was suffering from Covid. Sorry to hear, but it wasn't until April 21, 2021 that you text me that you were suffering from Covid. While I can totally understand how this can debilitate you physically and emotionally AND financially, at this point which is 2-1/2 months AFTER I had asked you to do my taxes, they should have been completed back in February. I contacted you February 9, 2021 and never, not once said you were suffering from Covid. At any point from February 9, 2021 to June, you had a responsibility to either complete my tax returns or let me know you could not physically do them. You rather chose to hide in this shroud of "Covid". You lack integrity, ethics and moral responsibility. instead of admitting your faults, you find excuses. I Truly hope your health returns, along with integrity, ethics and responsibility. As I text you in the past, if you responded I would post our entire conversation on here, and you responded. Hopefully you're smart enough to know, just let it go, you were wrong. You failed. If I have to edit this post again, it will include our entire conversation

Lisa, Thank you so…read moremuch for all your help this tax season. I was very pleased with the savings you were able to find for me. You are definitely the most amicable and efficient accountant I have dealt with in years. I look forward to using your services in the future.

From the owner: We are a small locally owned business with 15 years experience serving business owners. You'll find…read moreus to be dependable, on time, hard-working, and accurate in our work. Our experience includes but is not limited to the retail, service industry, and restaurant, bar, construction, sub contractors, property investment, property management, day spas, resorts for pets, childcare provider, internet, web-site providers, advertising, landscaping, doctors, wholesale and others. We specialize in the restaurant & bar industry, cost control, inventory, etc.

I have never had any problems with Custom Accounting and Tax. They always worked within my…read moreschedule, where helpful to me and spent time with me to get my taxes out on time. My tax filings are quite complicated, so I appreciate that. Unfortunately Lisa is no longer there, but I have had good results from Cheryl. I will continue to use her. Her office is in Phoenix, and I am in Cave Creek, but she will come to the Cave Creek office to go over my taxes.

Worked with them a few years back. Lisa got our taxes in order for a couple years of our business,…read moreI paid over $1000 for her work and to release the info to us so we could pay up. They took the money and never sent me my paperwork. Called multiple times and was finally told Lisa no longer works there but I would be helped. I've still never been helped and am waiting for what I paid for.

Steven at the bookEase was a huge help when I was getting my new small business set up in Arizona…read more He walked me through the Arizona TPT (Transaction Privilege Tax) process, answered all my questions clearly, and made sure I understood exactly what to do to stay compliant. Even though my franchise requires mandated bookkeeping services right now, Steven still took the time to help and added real value. He also connected me with a trusted local small business attorney for corporate bylaws and other legal needs, which saved me a ton of time and stress. If you're starting a business and need help with taxes, bookkeeping, or getting set up the right way from day one, I highly recommend the bookEase.

From the owner: Elite QuickBooks Online & Desktop Certified ProAdvisors…read more Expert Bookkeeping Services in Scottsdale Expert bookkeeping services delivered by Elite QuickBooks Certified ProAdvisors -- supporting both QuickBooks Online and QuickBooks Desktop. Serving small business owners, contractors, medical practices, dental clinics, solopreneurs, e-commerce & other professional service firms in Scottsdale, Paradise Valley, Phoenix & nationwide.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.