I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! CBX CPA sent me a message in the middle of the night with a very detailed list of what I needed to file on my taxes and my son's and what to rollover. He also gave me his number and said, "Give me a call any time tomorrow..." No quote. Just good and clear advice on what to do. He even followed up with a second, "Sorry Mike, I forgot to add..." email and an example of what he meant. I currently do not need any other accounting/tax assistance, but if I did, I would call out to Cristian -- not because he's necessarily "any more right" than any other CPA -- that's why they are Certified: so there is consistency across the industry and a minimum knowledge about the rules so any good CPA will give you more or less the same answers, conservatively, even though they may differ depending upon how "creative" they are in interpreting those rules. I would call out to Cristian because he clearly values *MY* time and money -- not just his. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal," and taking a few minutes to type out the solution (*with detailed instructions and even sending a follow up email because he thought of something after he finished the 1st message*!) with no request for compensation speaks more volumes about him as a person than people who have paid for the service, in my mind. He's giving his expertise to answer what he felt was a simple question (but it wasn't so simple to me) out of the goodness of his own heart after evaluating whether or not he needed to charge for that expertise. This isn't common place -- I sent out 15-20 requests via Yelp describing my problem in detail and 60% of responses said "I'm too busy," and all but 2 of them said, "here's a quote for $100-$380." Two CPAs took time to write me actionable information, and CBX CPA's was the more detailed (though both were thoughtful and good). If he can be this complete in answers for a person who isn't paying him a dime when he has a CPA and it's tax season where he could for every minute, then how complete, thorough and diligent do you think they will be for a paying client? He didn't take my money so the least I could do is take the time write a truthful review and make this recommendation: If you're like me who wants even business relationships to be more than transactional but also with a person with grace who will help you out when the only self benefit being that he knows he did a nice thing for another human being when he could have charged for it and willingly been paid, then if you need a CPA, take the time to give Cristian a call to win your business.

He has been absolutely amazing with our questions. Excellent tax advice! We love every minute we…read moreget to spend with him talking about finances because we can actually understand him unlike some tax advisors. Worth every cent!

A friend pointed me here years ago and 20 minutes ago I continued the chain by recommending a…read morefriend use David for their taxes, so I figure its time to write a review. David helped me untangle a mess of taxes from previous years for me and was thorough in the work and clear in the explanation so I had full understanding of things. It had the potential to be really bad (my fault, I basically failed to pay some taxes years back) and David laid out my options and timeline and guided me through it. Since that I've used his office for taxes every year. Each year I get an easy to follow set of instructions to file and everything is ready to go. I've always found it easy to get ahold of David as I have questions (which I do every year)

I can not say enough good things about Dave Newman State Farm, especially our insurance agent,…read moreKristy. We've been insured through them for 5 years and any time I've ever needed assistance or have any questions, I never have to wait. She has been wonderful!!! Mostly, I wanted others to know, we have 2 teenage boys and our rates seem significantly lower then what other people we know are paying. I've actually had friends switch to my insurance company and are very happy they did. Keep up the great work!

Had to pick up a check for a settlement unrelated to this agency. In their defense they were…read morewilling to stay open late so I could pick up the check and I was irritable after all we had been through getting rear ended etc. Mr.Newman acted very compassionate but after unsuccessfully trying to get my insurance business to he made smart ass comment and walked out the door.

RUN FROM THIS BUSINESS. Melissa Mason has terrible customer service and poor communication. I…read moreemailed her letting her know of something that I was dissatisfied with and instead of fixing the problem, as any good business would do, she wrote me back a scathing email telling me to "educate myself." It was trite, confrontational, and aggressive. She was extremely unprofessional and defensive. What business does that? If you have a dissatisfied client, you take the time to see what the problem is...not blame them for the issue. I would not recommend Four Cedar Group and I would definitely not recommend Melissa Mason. She fails to communicate and cannot take any criticism. There are plenty of other accountants out there. I suggest finding a different one.

Melissa and her team are incredible. I never have to worry about my accounting because they are ON…read moreIT. They are professional, organized, prompt, and incredibly thorough. Melissa has also worked with 3rd party companies to make sure I get the best deals on payroll software etc. I highly recommend them to any company even a fast growing startup like myself!

I hired Tresemer Group to design my business logo and website, and to help set up my social media…read more They were extremely responsive and patient throughout the entire process, answering the myriad of questions I had and always addressing my concerns with professionalism. Their turnaround was impressive, no matter what day of the week or time of day I contacted them. When my website launched, I received nothing but positive feedback. Their design is a perfect reflection of the philosophy behind my business. Working with Tresemer Group was the best decision I could have made, and I look forward to working with them on other projects in the future as my business grows.

I don't know where I would be without Michelle and Kevin's professionalism, knowledge, and…read moreguidance. Thanks to Tresemer Group, my business website was up and running in no time, allowing me to attract the right kind of clientele and improve my business. I've received numerous compliments on the professionalism and ease of my website, and I attribute it all to Tresemer Group. My background is not in marketing or technology, but Michelle and Kevin knew exactly what my business would need (via an online presence) to succeed. Material was presented to me in a way that I could understand, and I felt better equipped to make business decisions on my website and overall marketing campaigns. They got me excited about social media, marketing, and website design. They also valued my input, and would never question my final decision. Since working with Tresemer Group my business has tripled. I completely trust Michelle and Kevin's judgement, and appreciate all the valuable advice they've provided during the short time we've worked together. I look forward to a very long business relationship with Tresemer Group, and highly recommend them for your social media, marketing and online needs.

UPDATE: :) you as well. Exactly, see response from owner. Lol…read more... Pretentious, rude, and unhelpful service. Surprised as the reviews here are stellar. Definitely chose not to work with them from my initial consultation. Maybe it was a fluke, hopefully for others it was as this was service that made me feel like a bother more than a customer.

I'm a general contractor and I have some professional skills, that aid me in my business, but…read moreunfortunately bookkeeping/taxes are not in my repertoire. Same for my wife that is a baker. Edwin and his team, through diligence and hard work, methodically went through years of our mess to find thousands of dollars' worth of missed tax benefits. To date, Aldaris Group has paid for themselves by correcting one year's worth of Federal taxes, and they're still going, we're even looking at state taxes. Edwin has some great ideas to restructure my company, as well. I can tell you that it wasn't easy to amend past years of taxes, and I had to put some work in on my end as well, but my wife and I are better off now than before we hired Aldaris Group. They are worth every penny!

I am a long time client of Your Man Friday and have always had great service from them. I started…read morewith them because they were a small business with ties to the local community with personal care and good communication. I was sad When Greg retired and sold the business but also excited for him. I had hoped that the new owners would respect the legacy that he built with the clients and community but sadly that doesn't seem to be the case. I definitely feel that the customer service they provided is a thing of the past and will be taking my business elsewhere.

My husband was a client at YMF since 2015. I usually prepped all our files for YMF to complete his…read moretaxes, but unfortunately he got cancer and I became his caretaker in 2023. He died in 2024. I did not complete his 2022 taxes, and I reached out to YMF to complete his 2022s and 2023s. After not receiving a response to my email or call for 2 weeks, I followed up with them via phone. I was told that they could not do it before the 10/15 extension deadline, which was fine. But then I was told they wouldn't do his taxes at all. Yes, they knew he died. I can understand not taking on new customers, but he had been a customer for many years. I am stunned by the poor customer service. YMF used to be great - I referred many people there over the years. I cannot believe this is how they treat their customers.

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.