We had a great experience with David our first year - 2nd year had some hiccups in communication,…read morebut overall it was fine. However year 3 was a nightmare, that has solidified we will never be back and will not recommend his services. I went to his office where he went over all the paperwork I had. On my way out, I asked the receptionist to pay and she said I could when I picked up hard copies - which is weird, because the previous year I all but begged for hard copies. So I said ok, and left. I sent numerous e-mails and called to confirm that our return was filed - finally I got a "yes". Fast forward 4 months and I still have no refund. I call and e-mail several times again and finally get a "we were waiting on payment"...TO WHICH I NEVER RECEIVED AN INVOICE. I was told I would pay upon hardcopy pickup. So I paid right then, and had my refund about a week later - so we were waiting for 4 months for NOTHING. Getting a copy of my returns was another circus - I was fine with a PDF or a hardcopy, but wanted SOMETHING (don't most people want a copy of their tax return?). It again was a month long process of calls and e-mails that went unanswered and finally I received a PDF copy. Overall, the systems in place here SUCK. Nobody has any idea what's needed for the next step, and the communication is even worse. Additionally, their pricing isn't even a bargain. For a good service, I'm willing to pay, but not when I have to chase people for months to do their job. Go anywhere else, save yourself the time.

Update. As mentioned in my previous review David has (past tense) always been proactive, promptly…read morereactive and client-centric. I have no idea was has transpired in 2021 for David to make a near 180 degree turn for the worse from years past. Leading up to an October 15 filing David's reponse times to phone, text and email were lagging at best. I was satisfied with, at mininum, getting a response and figured that my simple return would be easy enough to file on time. In retrospect I should have been more insistent with David. Current status: David missed the October 15th deadline after claiming he had all my information and that he had indeed filed on time. My taxes were filed on October 21. There is now a late fee for filing post October 15 deadline. Further my return was rejected. I found this out because I called the IRS on November 19 to personally inquire about my filing. The IRS stated that my preparer, David Airola, would have received the rejection notice shortly after the October 21 filing. I heard nothing from David. I called David on November 19. I spoke live with David and I presented him with the fix that the IRS recommended. Unfortunately I had to jump into a work meeting. I told him I would call him back which I did. He did not answer. It was the Friday before the Thanksgiving holiday. No response from David at all during that week. I called him again and left a pointed voicemail on November 29. I sent him a detailed email as well. As of the writing of this updated review I have heard nothing from David. Again, I'm saddened as to whatever has transpired with David that his client service and follow-up have taken a turn for the worse. My return is not a complex one. I pay David's rate for filing a individual (non-corporate return). His fee is higher than most. I expect service commesurate with the fee that I paid (on time and in full). The information I have provided him with is straight forward. He has even stated to me that my return is, "easy enough to take care of". It's possible that because I am not some large corporate client that I am last on his list. That's only a guess.

Attempted to get a consultation throught this app and the guy replys with "sorry I'm unavailable"…read morewithout me providing a date or time. How do you have 5 stars again??

TaxWorks Plus is truly a 5 Star Business! Naseer, The CPA is a 'No BS, straight to the point' type…read morefellow who will only positively assist. I appreciate his honest advise and experience in handling my books. I recommend TWP to any individual or business looking to grow from a sapling into a firmly rooted tree. Thank you Naseer!!!

We have worked with Matt for some time, and he is terrific. He assists us with bookkeeping and…read moremonitoring our weekly/monthly cash flows. His work and support allow us to make better business decisions, and we don't know what we could do without him. If you are a small business looking to take your bookkeeping to a higher level, I strongly recommend Matt.

We have been working with Fogler CPA for approximately 16 months and the experience has been…read morefantastic. Matt does what he says he's going to do and truly enjoys finding efficiencies to capitalize on. Matt has been an invaluable resource in helping us save money and has been worth every penny he's charged. We strongly, strongly recommend Fogler CPA for busines owners.

Knowledgeable, extraordinarily competent CPA. Easy to work with. Been using him for my taxes for…read moreyears.

Curtis has handled my taxes for several years and does an excellent job. He also has provide ld me…read morevery helpful advice from time to time through out the year. I highly recommend him for sophisticated, accurate and practical tax advice.

Bill is top notch and super patient. As my business grew and became more challenging to manage,…read moreBill stepped in to take care of my personal and business taxes. He is very helpful and explains the whole process, including things that aid me throughout the year. I've even called him a couple times during the year for clarification and he's been amazing.

If you are in need a CPA look no further!!! Bill took time to help me understand my taxes and was…read morewilling to give me advice for next year's as well. He very was friendly and welcoming and made this year's taxes so much more convenient and easy. I highly recommend him and his practice for any of your CPA needs. He deserves each and every one of these 5 stars!

If you're looking for a tax firm in Colorado that actually treats you like a person and not just a…read morefile number, Next Level Accounting & Tax (NLATI) is it. I've been using them for my personal taxes and the service is unbeatable. Keith really knows his stuff. He took the time to explain the 'why' behind the numbers and found significant tax savings that my previous tax prep missed. We even mapped out a proactive planning strategy for the coming years so I'm not playing catch-up every April. Allyson is also incredible--she stays on top of all the communication and keeps everything moving smoothly. It's rare to find this level of high-end expertise with such a friendly, family-run vibe. 10/10 recommend Keith and Allyson!

I am so glad I found Next Level Accounting & Tax (NLATI) right here in Colorado! Dealing with taxes…read moreis usually a headache, but Keith and Allyson have made the entire process seamless and actually empowering. Keith is a complete professional. He didn't just file my personal taxes; he took the time to do a deep dive into my situation and found significant tax savings that had been missed in previous years. What I appreciated most was his forward-thinking approach--he helped me develop a solid strategy for planning in the coming years, so I finally feel like I'm ahead of the game instead of just reacting to tax season. The customer service is where they truly shine. Allyson is incredible! She's organized, proactive, and so responsive. She makes the onboarding and document process incredibly easy and is always there to answer questions with a personal touch. It is rare to find a firm that offers this level of high-end financial strategy while maintaining a friendly, family-run feel. If you're in Colorado and looking for a team that will truly look out for your best interests, I can't recommend Keith and Allyson at NLATI enough!

Disappointed. I hired them for payroll services, but they missed the agreed deadline and the number…read moreof errors created extra work for me. Their office was slow to reply. I waited 9 days for a response. I followed up on 10/20, and as of today (10/24), the issue is still unresolved. If you use them, make sure to confirm timelines and get promises in writing.

I've known David Kee since I was in high school way before he was CPA of my current business. He's…read moreintelligent, hard working and is a true professional. Kee Mapes & Associates does a great job completing and filing my personal and business taxes. They help me in every way possible with avoiding penalties and getting my maximum refund. They are very dedicated, have extreme attention to detail and stay up to date with all current tax related issues. If you're looking for a CPA office in Roseville, I strongly recommend David Kee and his office.

At first this accounting firm seemed like a good option to try: established in 1990, long-standing…read morewithin the community, and close by. However they do not seem to want business. I called to set up a phone consultation with an individual named Jeff, at least this was according to the receptionist that answered. Of course, I was not called on the date and time this supposed phone consultation was set up. I let a few days go by, thinking maybe they were just backlogged during tax season. They never ended up calling as originally promised. I then called their office again to see what the problem was but got a voicemail during their business hours and was never called back despite leaving a message. It is understandable if an accounting business is busy during tax season, but don't waste a potential customer's time by setting up an appointment and not following through.

I called Burt Douglass at Douglass & Co. after a friend and fellow business owner very highly…read morerecommended him. From the secretary to the in-house bookkeeper, everyone I've dealt with at this firm is super friendly and professional. Even better, Burt analyzed our company finances and recommended several strategies for reducing our tax liability (while staying completely within the law). The savings we've received since then have paid for his very reasonable fees many times over. Plus, Burt is a hoot to talk to. I love the way he "translates" complicated tax concepts into language even the most tax-illiterate (like me) can comprehend. We will definitely be using Douglass & Co for a long time.