As a rebuttal to Todd's comment please see my screenshot from my personal taxes proving things were…read morefiled late and I indeed paid a penalty. As for the error, in the taxes, I have provided screenshots of emails between myself and Mary. Moral of the story do not use these CPAs, as proof by Todd's lying below and unwillingness to make things right when customers have been wronged. I used Culpepper for three years and will not be returning. The first year was excellent, but my experience declined sharply after that. In the second year, communication with Mary became difficult, she was hard to reach and frequently offered excuses for delays. Our taxes are somewhat complex, and I expect extensions, which was the case for both 2023 and 2024. In 2023, despite poor communication, we finalized our taxes shortly after the deadline, so I let it go. 2024, however, was unacceptable. Mary prepared both our business and personal taxes. While working on our personal return, almost a month later, she discovered an error in the business return and attempted to blame me, claiming I hadn't communicated a change. That change was clearly included in the information sheet we provide every year. She eventually corrected the mistake at no charge, but only after deflecting responsibility. Meanwhile, weeks went by between responses, filled with the same excuses as the prior year. She didn't file our taxes until July, over three months past the deadline. I paid the bill but raised no further complaint at the time. Later, my husband called to give them an opportunity to make things right after they charged us an exorbitant fee for both returns, plus penalties from the late filing. Instead of addressing our concerns, they refused to let us speak with anyone other than Mary. She repeatedly placed blame on me and insisted she had done her due diligence, despite the fact that I had documented the gaps in communication with a clear timeline. Nothing was resolved. Because of this, I will no longer use Culpepper and strongly caution others against doing so.

I hate leaving non-stellar reviews, but I was disappointed with my overall experience. I called in…read morea state of panic knowing that we would not get our taxes done by April 15 (we moved from out of state and it was a complicated return). We had our appointment at the end of April and our return was not complete until early June. I found an error that reduced our tax liability by $7,000. I was told that we would be getting a letter from the IRS regarding the late filing and that I should send that to the CPA and she would request an abatement of the penalty since we had never filed or paid late before. I assumed that was part of the process that we had paid for, but then I got an additional bill for almost $200. If I had known that there would be an extra charge, I would've just called the IRS myself.

Joe has done our taxes for two years now. He is extremely prompt and always pleasant. He uses a…read moretight interface system which makes transferring docs and communicating easy. We'd highly recommend him.

Trusted, Responsive, and Highly Efficient!!…read more I had an outstanding experience working with Joe Bedford at Your Back Office Tax & Advisory. From the start, Joe was incredibly responsive to my initial inquiry and got everything moving quickly. My tax situation wasn't simple -- it included multi-state income, a pension, W-2 income, and investment income -- and Joe handled it seamlessly. He completed everything accurately and efficiently, and made the entire process feel straightforward. What really stood out was how clearly he explained key decisions and next steps, which gave me a lot of confidence throughout. He's organized, professional, and easy to work with. If you're looking for a knowledgeable and reliable tax professional who delivers both speed and precision, I highly recommend Joe and Your Back Office Tax & Advisory.

I worked with this firm for many years, originally under Tracy Larabee, and the experience was…read moresolid during that time. After the practice changed hands with David Ewan, my experience became less positive. When I asked straightforward questions about HSAs (contributions, investment earnings, and basis tracking), I had difficulty getting clear, direct answers. Questions were treated as outside scope or unnecessary rather than addressed transparently. I was also told that clarifying how prior returns were prepared would require significant billable time, even though I was not requesting new work -- just confirmation of what had already been filed. Ultimately- this firm may be a good fit for clients with simpler situations, but those with multi-state or non-conforming tax issues may want to ask detailed questions up front about scope, documentation, and follow-through.

Tracy and his team are efficient, professional and provide exceptional customer service. He has…read morebeen doing my taxes for over 10 years now and was very knowledgeable when I had to finalize my mom's estate. Couldn't ask for a better accountant.

I have used LeaAnne Williams' accounting services for my personal taxes for 5 years. LeaAnne is…read moregreat! She is thorough and takes all the time I need to make sure understand every detail. LeaAnne is also very knowledgable which is great because my taxes have been somewhat complex. I have also had the need to get LeaAnne's tax advice on financial decisions throughout the year. She is always prompt in getting back to me and thorough. I definitely recommend LeaAnne Williams for any CPA needs!! She is a real professional!!! Greg C

We are using Arthur Sass CPA Tax, Accounting, & QuickBooks Consulting services for both of our…read morebusinesses and personal finances. During our 7+ years with Arthur Sass we have not had problems, as he has not only been regularly & timely performing tax preparation, filling, & accounting services for us but also notified us of any potential problems and kept offering a clear defined solutions to prevent business and personal tax, accounting, bookkeeping and record-keeping problems. We are happy to highly recommend his business and personal tax, accounting and Quickbooks/Peachtree Consulting Services.

THE WORST!!!! These guys did taxes for my aging mother once my father was no longer able to do it,…read moreand continued after his passing. Unfortunately, I never insisted on seeing everything myself, or we would have left this practice years ago, but my mother liked their office staff, so we continued to use their services. BIG MISTAKE!!!!!!!! Not only were they not smart or detail-oriented enough to deduct expenses associated with her care, now I'm in the position of having to pay penalities because, despite us notifying them of a COVID related tax issue, they didn't make the 2020 3rd quarter payment on time. In addition, these geniuses had the notifications sent to their offices, so it wasn't until this week that I found out they messed up the 2nd quarter as well, and we're PAYING EVEN MORE PENALTIES BECAUSE OF THEIR CARELESSNESS!!!!!!!! I begged my mother for years to find a different accountant----this was after a quarterly payment was erroneously paid twice----but it wasn't until one of their receptionists was rude to my sister-in-law that I was able to get help finding someone else ( I don't live in Oak Ridge anymore, so wasn't able to do it all myself). My mother kept telling me they were the only game in town-------we have since found someone far, far better. If there were a way to leave negative stars, I would.

Needed a new accountant to help with our taxes. We had used a very expensive one for years and not…read moresure what to expect with one who is significantly less. We were pleasantly surprised! It may not be the fanciest location, but we received excellent service. Preston was very patient with us and very detail oriented. We couldn't be happier with our decision and have found our new (and much less expensive) CPA!

Used them for years, called to make an appointment in February and was told they were full but call…read moreback early Monday morning and we will make you an appointment. Called at 8am Monday morning and waited 30 minutes listening to a recording over and over, finally hung up. Called back at 10:30 and was told there were appointments this morning but they are all taken.i told the woman I called at 8am and nobody answered the phone, her answer was there's only three of us that answer the phone. Looks like you need to hire more people Jerry!!

Excellent experience Superior service…read more Quick, prompt, and responsive Informative and knowledgeable It was clear to me from the start Alexis knows what she's doing as was proved through 100% of our business together. Would recommend to anyone as she can help those who work remotely as I do.

I highly recommend Alexis. She is great to work with, easy to reach, and takes the time to get to…read moreknow her clients and understand their needs.

I have been with pro wise for 3 years now they are very flexible and helpful. Marie always greets…read moreyou with a smile and is very quick and efficient! would 10/10 recommend!

Marie is the very best! Very fast response time and got me in within the same week. She is so…read moreknowledgable, friendly, and made doing my taxes way less scary! Highly recommend her!