Great company that resolved my credit issues and did it quickly !…read more Was the second time I had to use them and service was just as good as the first time

My experience with MSI Credit Solutions has been extremely disappointing and I would caution others…read morebefore signing any agreement with them. Despite paying for their services, I saw no significant improvement to my credit over several months. Their representatives especially Victor which is the manager , made claims about what they could achieve that were misleading at best and potentially false advertising. Communication was poor and updates were vague. I requested specific documentation multiple times and was either ignored or given generic responses. It's clear that their process is not tailored to individual cases and lacks transparency. In my opinion, MSI Credit Solutions did not fulfill their contractual obligations, and I'm currently exploring options for reporting them to the appropriate consumer protection agencies. I strongly advise anyone considering this company to read the fine print, document everything, and proceed with caution.Also no refund was sent , Victor gave me two weeks and NOW THERE IS VANICA GIVING ME ANOTHER TWO WEEKS WHICH IS NOW VOIDED BECAUSE OF THE REVIEW SAVE YOUR MONEY AND GO ELSEWHERE

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Horrible experience!!! Stay away very unprofessional company. I've sent them my taxes 3 separate…read moretimes, they do not keep up with files, John is TERRIBLE with communication and had horrible service. You'd be lucky to get your taxes done ever, this company is trash!

I worked with Masood from this firm. He was very easy to work with and answered all my questions…read more No one likes to do taxes, especially when you own a business! Masood made the process easy and understandable, he was also very patient as I tried to organize and gather all the necessary documents and forms I needed to process taxes. I will definitely work with this firm again.

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

This company does not speak the truth to their employees or their clients. They're constantly…read moreinstructing there accountants to never admit to any wrong doing instead of owning up for mistakes they have made such as not printing checks on time or losing information.

I had a much longer review. However I removed it because the firm's attorney sent a letter…read moredemanding the review to be removed or else the company "will seek ALL AVAILABLE legal remedies, including filing a lawsuit to seek monetary damages...". To avoid wasting time on litigation I have complied. I've been advised to replace it with only my opinion: In my opinion, based on over 6 years working with Gurian CPA Firm, this is not a good business. For others that get a demand letter, remember you have First Amendment rights to express your opinion. Texas has a strong Anti-SLAPP statute: https://slappedintexas.com/primer/

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

Ok, I've been with Coverica for over a decade. For both home and auto coverage. I am more than…read morepleased with all of the quality individuals there. My policies are the best because they come from the best. Coverica. Best in the West. My agent, Taylor Neilson has long since been recognized for exceptional service, and promoted into upper management. Because he puts in the work. He'll shop policies anytime. I am not a high dollar client. If I leave a message on a generic CS line, Taylor still calls me back by COB the same day. He doesn't have to do that, but he does. You can expect the same level of service from all agents of Coverica. When you call, real people want to help, and they ALL are very, very good at what they do. I like that. Picking up the phone and receiving excellent service. Every time, without fail. You can shop online all you want, if you want to be a name on a policy number on a computer, and not a valued customer. At Coverica, the customer matters.

Brock Jackson is an agent I would not use at this company! After he said he would help me get an…read moreissued with my insurance company revolved, he stopped returning me calls. No explanation as to why. Very rude and unprofessional.

Professional organization that never lets me down. I can't say they make paying taxes fun but the…read moreexperience with GP&P is the best part of the process.

Partner, Mark Bader, had been preparing my individual and Corp returns since 2011. Over the years…read moreI was handed from Mark to Nancy Finch, Partner, and finally, Jaime Rodriguez. Though I was happy with Mark, Nancy was often unresponsive to emails and slow to finalize returns when most prep material had been provided in February. This year I was demoted from Partner, Nancy, to Tax Manager, Jamie Rodriquez. Prep docs were emailed to Jaime 2-21-18 for my Individual return (corps had been dissolved) with the exception of a K-1 and mortgage/property tax figure provided by 3-16. Though I informed Mark and Jaime I would be traveling and was eager to get my 2017 return completed, the return was not available until 4-14-17. Even then, the 55 page return did not contain a schedule for federal and NY estimated taxes. After ignoring multiple pleas sent via email to provide the information, Jaime finally provided the estimates at 3pm on 4-17 (tax day). As this was past the cutoff time to schedule online payments, I had already scheduled wire payments in amounts that far exceeded the number Jaime provided. Needless to say, I'm changing CPA's...

I sold my business using this firm and would highly recommend them to any business owner who wants…read moreto sell their business for top dollar. I was with a business broker for five years and had ZERO offers, Josh Bammel and his team at Kratos closed my deal from start to finish in seven months, Wow! Kratos Capital - Dallas Mid-Market Mergers & Acquisitions firm is pleased to announce, Meheen Manufacturing, Inc & Evolve Capital in a partnership with the company's founder, Dave Meheen. Headquartered in the State of Washington, Meheen provides advanced machinery to the global beverage industry with a focus on the rapidly growing craft beer segment. "After looking for more than five years for the right firm, it became clear to me after only one conversation with Josh Bammel, that Kratos Capital was the right team to represent my specialty niche manufacturing company," said Dave Meheen president of Meheen Manufacturing, Inc. "The time was right to bring in new resources that can help manage the growth, not only domestically but worldwide. Josh Bammel and his team gave my deal a high level of energy, enthusiasm and integrity not found in other firms. Josh Bammel's knowledge of the M&A process was deal critical to finding the correct partner for my business and ensuring our success. My company was a very complex and unique deal which Josh and his team took the time to understand and manage my deal by bringing more buyers then I could've imagined." They truly did the heavy lifting and allowed me to focus on my company. I am convinced that my deal couldn't have been done without Kratos." Josh Bammel, Senior Managing Director of KC's Capital Markets group, said, "Dave and Evolve certainly made this deal fun. We're always pleased to see our clients expectations met in a timely manner. I am very happy for both sides of the transaction table, my team performed at levels never seen before in the I-bank arena. Kratos is very active in this space; we believe the global food & beverage markets have a long runway ahead, in particular the Craft Beer segment, both capital equipment and production side. Kratos is carving out a very comfortable place in this segment based on our proven process of institutionalizing private companies prior to market inception." Kratos Capital, founded in 2003, is an innovative M&A firm headquartered in Dallas, TX. The firm serves clients from two North American offices and location in Brazil.

After spending five years searching for help to sell my business, I guess I was like most business…read moreowners; feeling helpless. I was introduced to a Kratos Capital from a business colleague of mine who had previously used this firm to sell his business. I spoke with Josh Bammel and it became clear to me he understood me and what my value desires were. From the beginning, his team took the time to understand my niche business and market place. I felt this group really also took the time to educate themselves on the overall market place both domestic and international. I was amazed they didn't try to sell me services I didn't need, the Kratos team was very transparent and were available whenever I tried to reach them; very responsive. I sold my business in seven months from start to finish and found it very seamless using this firm. I would highly recommend to any business owner wanting to sell their business to contact Kratos and use this firm to sell your business, I am very happy with my results!