Poor communication from everyone involved. Vague inaccurate billing agreements. Estimates are…read morealways WAY off from real charges. Sudden unexpected charges for them to correct their own mistakes. Gaslighting to blame clients when they make a mistake. They spam you incessantly when any bill is due which is usually another hidden charge. Good luck getting someone to answer the phone. I can't emphasize enough the poor communication and lack of advice regarding tax prep. You basically have to know more than them to get reliable, fair service.

Ms. Montoya is a consummate professional. She has been instrumental in assisting me with both…read morepersonal and business tax matters, and her attention to detail ensures that nothing is overlooked. What truly stands out is her responsiveness--she consistently makes herself available to answer questions and provide guidance, even during the busiest times of the year. It's clear that she goes above and beyond for her clients, often working long hours to ensure everything is completed accurately and on time. She is amazing to work with.

Genuine service and business. I contacted them a day after Tax Due Day due to incorrectly filing my…read more2025 taxes. They were able to get me an appointment to see them the following day, and my amended tax return form was complete within the next business day. Frank (CPA) and his team provided great service and assisted me with my manner with ease. My overall fee was higher than my originally anticipated rate due to my home being depreciated. Frank split the difference and assisted me with a fair price. Highly recommend them for your next tax filing!

KF gets an A+++ from me!! I was having some back tax issues…read morewith the IRS and Keni was fantastic in getting things resolved and back on track. Thanks sooooo much

Summary: I would not recommend Frank Ward to file your personal Tax Return due to poor…read morecommunication, and response time. As a new client, my experience was unprofessional. While I believe Frank is very knowable in this field, his response time and follow-through to requests is unacceptable. Timeline and Details: - Feb 06: I had my first call with Frank to discuss the process of filing my personal taxes. Frank seemed very knowledgeable on the phone. We scheduled an in-person meeting to discuss more. - Feb 13: Had in-person meeting. I was very impressed with Frank and I wanted to move forward with using his service for my personal filing. Frank told me that he, or his staff, will email me a share drive link. In this link, I would have to upload all related tax documents (W-2, income, housing, etc.) - Feb 18: I sent Frank an email asking for the share drive link. It's possible that I needed to explicitly tell Frank that I'd like to move forward with his services, but this was not clear to me. - Feb 21: I called Frank's office asking for the Share drive link. I was told that Frank was in a meeting with another client, but the share drive link would be sent that day. - Feb 25: I sent Frank a 2nd email asking for the share drive link. There has been no response update from my previous call or email (Feb 18 + Feb 21). Frank replied to my 2nd email with the share drive link. I replied to Frank's share drive link email stating that I would upload all files / documents in the coming days, and I would would send another email to Frank confirming that all files have been uploaded. - Feb 26: I sent Frank an email stating that all files have been uploaded to the provided share drive. - Mar 19: I sent an email to Frank asking about the status of my tax return. It's been 21 days since I sent Frank an email confirming that all my Tax return files have been uploaded, and no response. - Mar 24: No response to my previous email asking for an update on my filing status. I called the office, and was told that Frank didn't have my files. I stated that all my files were updated in the provided share drive. I was told Frank would take a look at my files. - Mar 27: No response from Frank via email or call. I sent another email asking for an update on my filing status. This is the timeline and details of my experience working with Frank. While I believe Frank is very knowledgeable person, his lack of response and follow-through is unacceptable. I do understand that this is a busy time for CPAs. As a new client, I would have preferred if Frank told me his bandwidth is too thin, and I should look elsewhere. I do believe if you work with Frank 100% in-person, that your experience would be better. Based on my experience, I wouldn't recommend Frank to file your personal tax returns.

This is the best accounting office. Patrick is an amazing and knowledgeable accountant. He listens…read moreto your needs and he advises you with his extensive knowledge. Very friendly and cordial. His assistant is Nikki and very helpful and sweet too. I have been with them for 5 years and they have been the best. Highly recommend

Fast and personable customer service. I needed a notary, ASAP and remembered there being a sign for…read moreone from passing this place many times before. I went in, met Zoe who was friendly and professional, and was out in a timely manner. I left a happy and satisfied customer. This place is now on my radar! I had one document notarized: $20.

Very nice and professional. Quick in and out. The notary…read morewas helpful in filling out papers. I recommend this business

This year is the first time I worked with Linda. She has been simply great, helpful and…read moreaccommodating. She will be my go to CPA going forward and I will recommend her to my friends.

I began working with Linda and then she got flaky and didn't return my emails or calls. I sent her…read morepersonal financial information that was disregarded. I cannot recommend her business.

My family has been trusting Nana to do our taxes for the past 7 years. Nana is easy to work with,…read moredetail oriented, personable, trustworthy and easy to work with professional. Now that my daughter is an adult she does her taxes with Nana as well. I highly recommend her!

Eric is an amazing tax consultant and I would highly recommend him to help you with your taxes!read more

I would go elsewhere. I first came to Bob at the recommendation of a co-worker 3yrs ago. He seemed…read morefairly priced and his credentials made me believe I was getting a deal. I even recommended him to a friend. It seems Bob screwed up my friends return and would not help him when he was audited by the IRS. The co-worker who originally recommended him to me ended up having their identity stolen and had a difficult time getting things sorted out. Today I received a letter from the IRS saying I owe them a couple thousand dollars because Bob neglected to enter one of my wife's W2s. I'll never go back to this guy again. TurboTax will be getting my business from now on.

Excellent notary! She met and exceeded our expectations according to our needs. It's worth…read morementioning that she is very, very professional; she doesn't hesitate about what you need, she explains everything and answers all your questions, making you feel confident that you're working with the best. Highly recommended a million times over! 20 stars for quality!