Ieva was incredibly efficient and helpful in assisting me with the navigation of both personal and…read morebusiness taxes. I would recommend her and Optimus highly to anyone seeking these services!

From the owner: We are virtually based certified tax professional firm that provides tax and accounting services…read moreand IRS audit resolution. We provide free consultation for all new clients with one of our licensed professionals. Certifications: Enrolled Agent, Quickbooks ProAdvisor, International Tax Certificate by AICPA, International Tax Accountant, IRS Representation, IRS Resolution. Member of Geneva Chamber of Commerce as well as National Association of Enrolled Agents.

We've been in the construction business 47 years this September and when our long time CPA was set…read moreto retire, we had no idea where to look. After several great recommendations for Intrinsic DM2 in Geneva, Illinois, we set up an interview. Its been just over three years and I am glad to say, it was the best move we ever made. Yvette and her Team made the transfer over so smooth! Gone are the days when you would drop off a laundry basket to your Accountant and hoped for the best. Intrinsic has a safe site to scan and send personal and business information seamlessly. Prompt, personal, yet professional, Intrinsic DM2 is the best for personal, business and corporation accounting matters. They are are very well equipped to handle starting corporations or just making sure your current company is in compliance. From answering the tough questions, forecasting tax liabilities, making sure your bank statements match and filing employment forms; they do it all. Intrinsic DM2 is like having an expert looking over you at all times. If you have a terrible system for daily accounting and tax prep, its time to step into the future and call them at at (630) 200-7575 or visit www.intrinsicdm2.com

Yvette and her team are STELLAR. I've been in business for 22 years, just started working with them…read moreabout 3 months ago. I cannot say ENOUGH about this business: honest, hard working, kind, patient. ALL of that. Do yourself a favor: hire them.

Great CPA firm, looking out for our best interest in lowering our taxes and grow our business!…read more Very cost effective and efficient in planning, strategies and billing process! I suggest them for any small and mid size business, ask for Paul!

Our former CPA retired which forced us to find another accountant for our business. We initially…read morewent to a local company and could not believe how we were treated. A customer of ours told us about Jones, Savarese & Harrington. They are a great company with great people! I am not savvy with all the latest technology but they help me through it with tons of patience. Could not be happier and would highly recommend.

I was recommended to Jim from my parents that use him for their personal taxes. I needed a business…read moreaccountant for a startup, and since he is also an attorney, I chose to go with him. He is very knowledgeable, and has given some great advice. Some other business owners I know have had some horror stories about their accountant, which has cost them money with filing errors. Jim is thorough, efficient, and trustworthy. I highly recommend him for your personal or business tax needs.

My company wanted to improve our social media presence. Elena James Co. got us established with…read moreConstant Contact, got our email lists downloaded, designed an email and got our first mailing out. I am super pleased. They also got us back active on Facebook. Elena James Co. has been very easy to work with and is reasonably priced. I highly recommend them.

This is our 3rd year using Jon as our tax accountant. Jon is professional, well educate, friendly,…read morequick to respond, very helpful and charges fair pricing. We'd recommend him to anyone!

From the owner: We are a network of experienced professionals whose knowledge and expertise has been acquired…read morethrough years of experience working with the world's leading companies. We work with small businesses to apply big business solutions at affordable cost. Our approach reflects a commitment towards excellence. We offer a complete array of tax, accounting, and consulting services which we deliver with a personal and professional style. We value our role as trusted partners who know and respect your business.

Mark and Lisa have provided sound financial advice to our whole family. They are competent,…read morecompassionate and responsive. great job!

I've thought long and hard on this recommendation for Lenity Financial. How do you convey the truth…read morewhen you are talking about people's money? Over the years, I've had a few advisors, most from large institutions. While they performed ok, I never received the personal connection that you get from Lisa and Mark. I always felt that I was just an account, but with Lenity Financial, it goes way beyond that. They truly care about their clients, not only working for your financial goals, but also understanding how your life goals can be achieved as well. I am always impressed about their depth of knowledge in the financial arena, they are extremely qualified to guide your investments. But even beyond that, it's so comforting to find someone that I trust implicitly to manage my investments. It's refreshing to find them in a world that has become so cynical. Lisa and Mark picked a great name in "Lenity" Financial, but what the word means to me is "Peace of Mind"! I hope that you too will find your "Lenity" with them. If you would like to talk, contact Lisa and Mark and they can give you my contact info. David

I sure hope if I ever get divorced that my husband uses the old guy Stephen. I gave his name to a…read morefriend and I'm so sorry I did. In my opinion, this guy is a complete buffoon. He stumbled over his words and came to the meetings completely unprepared. He had to refer to documents for basic information on a divorce case. How about reading the 2-3 page document prior to the meeting. I feel that he's incompetent.

I started with Mike Swisher nearly 30 years ago. I have always had good service with them. Well…read morerecently my subdivision was purchased by a developer. My sale price is in 7 figures. I on 3 attempts called to get some advice on this amount of money. On ALL 3 calls I did not even get a return call. I know other than this transaction I'm a small but loyal client but I would think a returned call for advise would be not to much to ask. So can I recommend them... no. Sorry Mike I know you are retired and had nothing to do with this unprofessional behavior.

We were very disappointed with the services at Morrison and Associates. We hired them to do our…read morebusiness and personal taxes for 2014, and the experience was not a good one. We met with Bill in Feb, to discuss switching our tax services to them. To be fair, Bill was very nice, and he seems very knowledgeable, which is why we made the decision to switch, but things didn't go well after the first meeting. Our corporate taxes were due on March 15th, and they weren't ready until the day before, and there were mistakes made, so we had to file an extension, costing extra money, and this is a tiny, tiny company with no payroll, so it is not as if our taxes are complex at all. During this process, I worked with a person there who did our business return, and as they were adjusting the journal entries in a different manner than we have done the last 8 years, I had questions. I could never get an answer that made sense, and multiple times, after doing my own research, I had to respond that what she was saying was wrong. She would check with Bill, and it turned out that she was wrong. The fact that I have to double check her answers does not give me confidence in having them manage our taxes. After that, we waited for our personal returns, as well as the return for my daughter. Over the next month, I called 4 or 5 times, inquiring as to the status. Sometimes they thought they were almost done, sometimes they thought my daughter's were done but not sure if they were filed, but they said Bill would know, but he is out, and they will call me back. The problem, no one ever called back. Our concern was that if we were going to owe a lot in taxes, I don't want to find out on April 15th I have to come up with a lot of money. Finally taxes were done on April 13th, I went to pick them up, and not only did they have the automatic payment set up for my taxes, but estimated tax payments set for 2015 (which would pay way more than necessary). I had explained upfront, that I pay estimated taxes on my own, based on my earnings which vary. I reminded them of this and they said they would remove the automatic estimated payments. I also noted they were taking part of my state refund and using it to prepay my state taxes for 2015. I asked why would we do this, if I already get a refund every year, that just makes for a bigger refund? They had no answer, but said they would fix it so I received the entire refund Two days later I check my bank account and $2,100 was automatically paid for next years taxes. I called them. They said they made a mistake but oops, too late to undo it. I had to contact the bank to dispute the payment. A week later, I got my State refund...minus the prepayment for next years taxes...I guess they forgot to correct that too. My final complaint came with my bill for services. Before switching, I asked what they charged, and while they said it varies, they gave me the base rates. I explained what I paid previously, and they gave me the impression it would be similar. Guess what? Double. and not just on a small personal return, this was $1400 vs $700 from my previous accounting firm. I understand not giving an exact quote, but when I tell you what I paid last year, and provide copies of my returns so you can see the work, I think you could mention that your services are likely to double for this amount of work. Maybe that is too much to expect. Still, considering our taxes took twice as long to be completed, and I could never get good answers on my questions from anyone other than Bill, and they didn't return phone calls, does not make it a service worth twice as much. Premium price is Ok for premium service, but certainly not for bad service. I let the owner know we were disappointed in the services and why, I never heard back. Though recently an employee contacted me about filing payroll taxes. I explained, I have no employees, no payroll, never have and so I do not need to file.

We have been a long time client of Morrison & Associates and go back to when he was the only person…read morein the 2nd Floor Batavia location. We were always pleased with his service, knowledge, professionalism and advice. Up until this year, in our minds he was the tops. Unfortunately, recently, things really went downhill. When called, he never returned calls or might after two or three messages were left. When emailed, you may or may not get a response. It was constantly having to try to get him to resolve an error made on our 2016 taxes. When you did finally speak with him, different versions of what was done or not done were told. When in actuality, after months of chasing (Feb. thru June), nothing had been done. Finally at the end of June the paperwork was done and we were told to pick it up at the office. When we got there no one at the front desk or in the office was aware of the situation and nothing was left upfront by Bill to pick up and he was not in the office. Needless to say, the Apex team was most helpful in resolving this for us and we finally got the paper so we could send off our check. Understand errors occur - we are human. However, where my disappointment lies is in the huge, out of character lack of response and professionalism shown. Not the Morrison and Associates we had come to respect and love! The delay in response and preparation resulted in additional interest owed. So sorry to see a long term business relationship take this turn.

Everyone in this office gets 5 Stars! They are friendly, professional, efficient, and so helpful!read more

From the owner: The Halliwell Company, Ltd. is a Batavia, IL Accounting firm that takes your business seriously. We…read moreunderstand your financial and business needs and will work to resolve all financial problems.