I have used Carr CPAs for decades! Started with Sloan and have also worked with Rockwell on…read moredifferent things over the last few years. Personalized and professional services! We love the secure portals for transferring documents, which helps to ensure that when we meet a lot of my "work" has been done. We have also benefited from their sage advice for estate planning and they always stay connected as laws and systems evolve.

Office was unresponsive to my inquiry. It is their busy season, so that may be the reason. Perhaps…read moreput in your directories and website that you aren't accepting new clients -- maybe even provide a referral list.

For when you want your taxes done right. Sure, you'll pay a little more than the various places…read morethat pop up come tax season but it's well worth it. You get what you pay for. I've been using their services now for a few years and can't find enough good things to say about them. Every time I've used them they've found a few extras that I missed when doing my own taxes. I understand they do some payroll and book keeping as well as tax and tax law services. I don't know what else to say....friendly, convenient, prompt, and efficient.

Amber & staff literally have the best service. They are honest, yet aggressive & quick to respond…read more I love referring my friends to Amber as they've all been so happy with her.

If you're intimidated by taxes or bookkeeping, contact her and you will receive friendly and…read morepatient help! I'm extremely grateful for her knowledge, competence, and kindness!

Melissa has always been very professional with me. My taxes have been done quickly. I would highly…read morerecommend her.

I waited until the dust settled and all my refunds came in before I posted this review. My taxes…read morewere a mess after moving from Wisconsin to New Mexico in March of 2020. I had my own business, taxes to file in two states, an inheritance and zero confidence in my ability to navigate TurboTax and feel I had filed correctly. After a year and a half of anxiety and extensions, extensions, extensions, I started my search for a pro. Yelp* led me to some pros. I found that the rates were pretty similar across the board and a few of them reached out with more information or follow-up questions. Ultimately, I decided to go with Kevin and The Balance Sheet for these reasons: 1. he got clarity about my needs before I met with him 2. he offered suggestions for how I might interpret other pro's approaches to my situation 3. he offered a hassle-free exchange of information instead of a barrage of games and gimmicks to get me into his office Working with Kevin was seriously a delight. He was creative, tenacious, thorough, and committed to getting my two years of taxes filed correctly and yielding the highest refund possible for me. From the first inquiry to the latest refund that was deposited in my checking account, I am so grateful to have trusted my tax mess to Kevin and The Balance Sheet. I highly recommend his services for the most tangled tax conundrum out there. Thanks again, Kevin!

"You'll probably hear from our older daughter, soon." I think the fact that we said this to Kevin,…read moreas we were walking out the door, attempting to wrap our heads around the amount of money we owed the IRS, probably says it all. We came to this dude because he had a couple of good reviews and he was relatively close to our house, with a mile-high pile of receipts, records and documents from a year where we: - Both changed jobs, one of us twice - Sold a ton of stock - Invested in real estate - Put a kid through college and another through private school Unlike our previous experience with a tax advisor, Kevin didn't treat our time as money. We felt comfortable asking all sorts of questions, he walked us through the various policies and laws he'd investigated, we learned a lot about how we should handle investments moving forward, and he offered to answer any questions we had, throughout the year, whenever. I also noted that Kevin had a humanitarian angle about him, something I don't always register in this industry. We'll keep working with Kevin, and recommend him to you.

I have used Vivian Spinn's services for tax prep for several years now. She's wonderful. Very…read morewell-organized, thorough, timely, and a pleasure to meet with (alas, on Zoom these days!). I suspect my taxes are pretty basic, but I'm sure I don't hand her the best-organized piles of materials, yet she manages to pull it all together effectively! Her staff is also very efficient, well-organized, and pleasant to work with.

Probably one of the rudest and incompetent people I have ever dealt with. I went to Katrina for a…read moremeeting to see if she could help me with a time sensitive situation I was dealing with, regarding the stock issuance of one of my companies. I talked to a gentleman who was Katrina's assistant at first, and he had no idea what he was talking about because he was new. He recommended I schedule a meeting with Katrina and I did. When I got to her office for the meeting, I sat in her waiting area in a suit for about 30 minuets past our scheduled time (not a good sign, should of walked out right then and there.) After she finally got to me, we basically talked for about an hour about how she couldn't help me. In the end we got nowhere and she recommended me to see an attorney because she "couldn't help me" so I scheduled a meeting with the attorney she recommended. He didn't have an opening for 2 weeks which was pretty inconvenient because this was critically important. Note: She also didn't even want to file my tax returns? When my meeting finally came around, his assistant called me 2 hours before the meeting and canceled. Now we were three days out from some seriously bad stuff that could have happened. So they left me scrambling to find another attorney and CPA as fast as possible which is not easy. This is where it gets really nasty, two and half months later, after never hearing from her again, I get a $475.00 invoice from her... Shocked, I emailed her and said "this has gotta be a mistake? You did nothing, gave me bad information, never contacted me again and recommended me to someone who cancelled on me in one of the most critical times in my businesses history!!" She emailed me back with an extremely rude, sarcastic and stilted response telling me how she thinks she deserves this money for doing nothing and how I'm in the wrong?! It was ridiculous. I explained that her rude email frustrated me to no end and that she is insane for thinking she deserves this money, especially after what she said to me. Plus, originally it was supposed to only be $225.00. (She didn't even deserve that!) All she did was explain how she couldn't help me. She is a typical scam artist. I gave her three chances to apologize for the immature way she handled this situation, how I'm the customer, (she may have even gotten my money if she wasn't so unprofessional and apologized for being so rude.) But she rudely kept arguing with me like a child. And she is still sending me invoices everyday, it's almost weird? If I 'EVER' in a Million Years, dealt with a customer like this, I wouldn't be in business. Do not ever use this office!! Now I have a book keeper, a CPA, and an attorney who have helped me get everything fixed in a timely manner. For the hours they spent actually helping me, they charged me a fifth of what Katrina tried charging me to explain she couldn't do anything for me!! If she doesn't leave me alone, the next step is filing a formal complaint with the BBB, reviews on Yelp, Angie's list and her businesses Facebook page. I never write reviews because I know how detrimental they can be to a business, but if this is how she treats her customers, or people in general, than she does not deserve to be in business!

This CPA firm is the only firm that we have ever worked with that knew Intel stock option tax…read moreaccounting and rules. We have been utilizing this firm for several years now. Katrina Lucero herself reviewed our returns, quickly identified the problems/errors, and suggested amending several years of tax returns which allowed us to receive refunds of overpaid tax mostly from my stock options being taxed twice, once by my employer and the second time on our erroneously prepared tax retuens. We interviewed several CPAs and tax preparers before Katrina and not a single one caught the issue with our stock options. Katrina is one of the most trustworthy intelligent and hardest working business owners we know. She is professional and reserved but very friendly and nonitimidating. Her strengths are efficiency, accuracy, detail, educating, and fighting hard for clients like us. Ms. Lucero is definitely runs a busy office but that's because she's good at what she does. She has a lot of experience and knowledge. We have personally witnessed her take time for clients who are not scheduled or who call at the busiest times demanding they take her focus away from other clients. She has a strong will but is always pleasant and reserved. Her fees are VERY reasonable and we've never had any problems in almost 10 years as her clients. Any reasonable person knows you are paying for a CPAs knowledge and time. They are not cheap. Just know you get what you pay for - just like we sure did before we met Katrina. My wife and I are VERY happy clients!!!

I was looking for someone who could help me with this year's taxes, but I got started too late and…read morewill try next year. I had a short discussions and was sent a secure space to put my taxes, in which I failed to do.I I still got charged $200. So make sure you understand that these kind of organizations charge for time right off the bat.

From the owner: Remote tax preparation and consultation. Stay in the comfort of your office or home. Upload…read moredocuments and interact with the filing process remotely through mobile devices. Lets meet by email, zoom and through my website. Its important to leverage tax and accounting services so you can mitigate taxes by positioning your bookkeeping to maximize business deductions. We offer tax compliance analysis, tax preparation, business tax preparation and planning, P&L analysis and cashflow analysis giving you peace of mind. Daniel Coleman has years of experience in state tax audit and tax preparation.

Simply Taxes is simply the best! She takes all of the stress and worry out of tax season. She's…read morecompletely responsive and prompt any time we have a question or concern. If you're looking for and affordable, reliable, and easy tax experience do NOT hesitate to contact Simply Taxes!

From the owner: Open by appointment seven days a week - Mobile Services - at…read moreno additional charge - Tax Return Advances starting Jan. 2nd - Tax Preparation - Individual and Business - Tax Resolution Service - CRS/GRT Tax Services - Notary Services - SMLLC/EIN/CRS Step-up - Starting your first Small Business? Start with Simply Taxes of NM LLC!

would give zero if i could. took forever and they did not even file for my dependent. go somewhere…read moreelse or do it yourself

These guys really pulled one over on me. For years I trusted them on advising me and helping me…read morefile my tax returns. They never tried to get me ONE tax refund but, they did manage to get me in a lot of taxation trouble. After that, they said it wasn't their problem, nor their fault. Their fees did go higher and higher each time I saw them. They had me pay them up to $400 an hour.