I don't normally write reviews so apologies ahead of time for rambling…read more.. First off, my family and I haven't needed an accountant since leaving NY and have been just fine with online tax consulting because it was easier. That all changed when my family and I moved to Texas and bought a house. I can't thank Jerry Flowers - https://www.dreamhomesbyjerry.com/, my realtor enough for finding and helping us get into our home. With that being said, we now needed an accountant with all these new changes going on. Jerry had nothing but nice things to say about Mr Rose and suggested that I check him out. We are so glad we did because Mr Rose and his organization welcomed us right off the bat! The staff was warm and welcoming as well. They even grabbed some crayons for my young boys, DISCLAIMER: the office is not meant for kids FYI but they can handle just in case :) Mr Rose was able to sit down and explain the good and the bad in order to give us options when filing. Thank you so much Mr Rose for all that you have done thus far, see you next year!

Michael Rose is an OUTSTANDING CPA and wonderful man! Over the past 15+ years I have used his…read moreservices consistently and faithfully, as a loyal customer who also readily referred numerous friends, colleagues, and family to Michael Rose, CPA. However, over the past 5-10 years as he has scaled his business, the level of service has declined (first, a few minor mishaps here and there or things overlooked on my tax returns as I dealt with new, my guess, seasonal workers who never really took the time to know me or my finances beyond quick conversations). I saw less and less of him and more of other random employees handling my taxes. (It's fine, I guess. I'm not a millionaire, so perhaps he has bigger clients to tent to?!) His personal touch and friendly face was always a source of comfort during what could be an otherwise stressful time: tax season. The major issue I have -which has led to my final decision to take my business elsewhere- is with the front office staff which was at one time run by nice, friendly women but have now been replaced by Michael's wife "Ledy". She is rude and lacks basic customer service. Most of all, given that a large portion of Mr. Rose's clients are African American, she could use a course on "cultural competency" and learning how to speak to black folks versus talking down to them or like she is above them! I would conjecture that the frequent turnover in office staff is due to her poor management "style" and lack of respect. It's too bad that she has gotten in the way of what was once a wonderful professional relationship. Thanks to her attitude combined with the other personnel changes in the business, I will most definitely not be returning!

Exceptional accountants! They've saved me so much money on taxes and have made taxes a breeze. My…read moreprevious bookkeepers didn't have the right experience to advise me on my business, but Vo and Ouk do. I use their full suite of services and can't imagine working with anyone else. Truly appreciate you guys

I have used manyMANY CPAs over the years for my company tax returns and for my personal tax…read morereturns. Vo & Ouk are - without a doubt - the most thorough and most detail-oriented CPAs around. Hire them without a second-thought; you'll be in great hands.

Awesome Experience Working with Michael! Fast and Friendly service with exceptional staff! Thank…read moreyou again! Brian.

I've used Michael to do my taxes for both complex and simple returns. I find the peace of mind of…read morehaving a skilled tax agent do my taxes is worth more than upsetting Uncle Sam. Get your tax info in early so that he has plenty of time to get them done. January through April is a BUSY time of year. Happy filing.

Back when I used Oakharvest over ten years ago, they primarily focused on indexed annuities to…read moregenerate retirement income and how to maximize secure income. They did not manage security portfolios at the time. Now they have very knowledgeable people managing portfolios. Since my wife and I have significant secure pensions and social security income, it made more sense to place most of our substantial IRA funds into securities instead of annuities. Back then, Oakharvest only focused on retirement income and did not consider the negative impact large RMDs would have on on taxes. Oakharvest has come a long way since then and now looks at ways to mitigate future taxes through Roth conversions. Also if you need life insurance, they determine what product satisfies your needs and provides you with multiple quotes. Based on there approach today I would rate them a five star, but my experience 10 plus years ago pulls the rating down.

just now I had a valuable first consultation with Jared…read moreKenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.

We hired Christian Onyemem CPA Firm, PLLC to handle our taxes after being impressed by how they…read moresold their services. Unfortunately, our experience has been incredibly frustrating from the very beginning. The first red flag came before we even signed on. They canceled our initial consultation moments before the meeting, after both my wife and I had planned our entire day around it. We almost walked away at that point, but after meeting with other firms, decided to give Christian's team another chance. That turned out to be a mistake. The communication has been shockingly poor. We are constantly told we will hear back within a certain timeframe, and then hear nothing at all. Every step of the process requires repeated follow ups from us, and even then it can take days to get a response. At one point, we showed up to a scheduled meeting only to be told our return could not be located. Most concerning of all, the tax returns they prepared contained massive errors and omissions. Our tax strategist at Keystone CPA reviewed the returns and genuinely asked whether this firm had ever handled a return involving real estate before. They said it was one of the worst returns they had ever seen. Among the many issues Keystone identified on April 2nd: Rental income was incorrectly reported on Schedule C rather than Schedule E, which would have triggered unnecessary self-employment tax. Approximately $169,000 in available bonus depreciation from our cost segregation study was not applied at all, which was the entire reason we commissioned the study in the first place. Our primary residence was listed as a rental property on Schedule E. Noah's earned income was listed as $0 on Form 2441, eliminating our dependent care credit entirely, and childcare expenses were reported as $3,000 instead of the $18,000 we actually paid. The S-Corp return had multiple errors including misclassified officer compensation, a missing Form 1125-E, an unreported California PTET payment, and a K-1 income mismatch between the personal and business returns. What makes this even more concerning is how the correction process unfolded. After Keystone sent their detailed findings on April 2nd, we received no response until we followed up on April 6th. We were then promised the corrected return "by tomorrow," a promise that was broken multiple times over the following weeks. Our tax strategist went above and beyond what we pay them to do by personally meeting with the firm to help ensure everything was corrected properly. The process still stretched from early April to early June, directly impacting a home renovation we had been planning around receiving our refund. The firm's response to our request for a partial fee reduction was to take credit for ultimately filing accurate returns. While we are glad the returns were eventually accepted and resulted in a $23,452 refund, that outcome only happened because an outside firm caught fundamental errors before filing and spent weeks helping correct them. Declining any accountability for that experience says a lot. Overall, this has been one of the most stressful and disappointing professional service experiences we have ever had. I would strongly recommend staying far away.

Christian is a brilliant CPA! He is very attentive, knowledgeable, and always looking for a…read moresolution! He played a major part in helping to get my business' finances in order so that I could see where my money was going, which allowed me to revamp where needed! Recommend 10/10

Best Service and very helpful throughout the process…read more Service was good ! And at very affordable price !

very satisfied with services provided. The outcome was very good and more than I expected. very…read morehelpful throughout the process.

I love this guy. I went with my husband to talk about the best way to invest our money and…read moreretirement. We had been to other financial advisors but this man is honest and knows what he is doing. Easy to work with, explains things well. i recommend him highly.

Solis Income Tax does more than just income tax preparation. It also offers other services which…read moreare very convenient for the community where it is located. This company has great customer service that ensures their customers know the services offered. The company ensures that the right information gets to the right people at the right time. This is done through the right sharing of information through the right communication systems that ensure that the company information gets to the community in the right and helpful way. Through this, new customers are well informed and get their needs satisfied beforehand through understanding of what the company offers and the reliability of the services. It makes it easy for their customers to know what they are getting themselves into, which makes it easy to make their decisions. The great communication has made the atmosphere between the management and the employees to be full of trust and confidence. Communication keeps customers informed and educated about the company's advancements and what new it has to offer to the customers. They keep in touch with their customers throughout the year, to remind them that they are at their service all year long. In my experience, how you treat people in people's dealings makes it easy for people to understand and respect operations in an organization. If people are treated well, it becomes easy for people to create understanding and create trust on how an organization operates and treats its customers. The manager, Carlos Solis, is nice and helpful. It has made it easy for the employees to be hardworking and, as well as be innovative. He seems to have a very good relationship with all his customers. When a manager or a leading figure in an organization is not as respectful and understanding to the customers, there tends to be a notion of mistrust and non-reliability. This can be in a way lead to the loss of customers for a company. A bad relationship at work makes the work environment to be tense but that is not the case when it comes to this small business. The manager ensures that the employees are doing great and that they are comfortable. This ensures that the employees are motivated to work hard and make employees feel the meaningfulness of their relationship with a given company. Solis has made sure that its employees feel a sense of belonging and have the reason to treat customers in the most respectable way possible. Thus, in the long run, ensuring that the customers get the best services. When the employees are faced with any challenge, they are free to ask for advice and talk with him, and even the customers can approach him when the need arises. I believe that Solis Income Tax offers the best services around the area. Compared to most companies that I have done business with, it is among the best. From the way they receive their customers to how they attend to them. On any day I will recommend Solis Income Tax for their customer service.