The communication was good. Emails got responded to and phone calls and meetings could be arranged…read more This was appreciated. Getting into their online system, I would get repeat requests to sign up even though I was already in. I also required a special two factor authentication. This would get annoying. Once I got a bill, I got emails at 2am asking for payment. This was also unnecessary. The worst part was advising me on what to do in the case of a marriage separation. Not only did I end up owing so much I had to deplete my emergency fund, but I had to pay 3k to learn that. I was asked once about my filing status and dependencies without being told how devastating it could be if that changed. In addition, they filed an extension, and I now owe interest and penalties. Yes, life changes mean financial hardship. But I was not properly advised and this ended up being the worst experience I've ever had with a CPA.

Larry has been my CPA for several years now and has helped me navigate both business and personal…read moretaxes. He's very well prepared for complex tax scenarios and has an amazing team. Really enjoy working with Larry J Phillips CPA.

I worked with Shelia for the first time earlier this year and she was great to work with. She…read moreprovided a great initial call and provided tons of helpful information before we even started. She was very thorough in her process and helped explain things clearly, as well as answer additional questions I had after filing. Highly recommend for your small business CPA needs!

If the IRS has you in a chokehold, Shelia is the accountant you want in your corner. She handled…read moreall my returns swiftly and is very efficient. She's very savvy when it comes to handling business over email/internet and is easy to get a hold of when you have questions. I would recommend her to anybody and everybody. I will be utilizing her skills as long as she stays in business!

This firm does FANTASTIC work preparing individual/family tax returns. I have been using them (and…read moreChris Bratton in particular) for several years. They are very helpful, very responsive and work in a very timely way. I highly recommend them and would give them 10 stars if I could.

I am so thankful we got a referral to go see Barbara for our tax needs. She has been so helpful, so…read morepatient and so valuable to our particular situation. Our case is not an easy one (at least for me to sort out on my own), but she handles things with ease and confidence. She helped me get money back in 2011 that I thought was lost for good. I cannot recommend Barbara higher.

I hate taxes and everything related to taxes…read more I am also very frustrated that when I go to hire knowledgeable tax professionals, they are often not as motivated as I am to fix help, or seem to just phone in really basic services Enter Lakshmi and Lakeline Tax Services: competent, knowledgeable, easy to speak to, and highly motivated to get you to a better place, not just now, but for your financial future. I have finally found the tax professional I have been looking for: I recommend Lakshmi without reservation, she has helped me tremendously

Just a quick note to inform others: I recently had a very serious issue with this tax preparer, and…read moreneither she nor her company is CPA‑certified or registered. I'll be posting the full details soon, but I wanted to make sure people are aware of the situation and can make informed decisions.

Simply the best, most prompt, CPA I've dealt with. Great experience with real estate and stock /…read moreoptions.

We have been using Sumi for several years for non-trivial/non-simple taxes and she's been great…read more Every year she has more information for me about possible deductions that have been added to the tax code or how I can better prepare for the next year, so in addition to doing taxes I'm unable to do on my own, her service improves for me year after year. A brief description of the non-trivial taxes Sumi has handled for us: * My wife works normal w-2 wages, and we have normal easy turbotax tax concerns like property tax and mortgage interest and 1099-INT or 1099-DIV deductions from savings. * I work a 1099 contractor job (software engineering) where I pay estimated taxes throughout the year and have additional self-employed deductions that I'm allowed to take for work-related expenses. * I have a single member LLC for some iPhone apps I've published on the app store. * I'm part of a dual-member LLC for other apps a friend and I published and maintain. For my needs, Sumi does it all: * She does our normal easy turbotax bits. * She handles our dual-member LLC form 1065/K-1 paperwork I have no Idea how to do. * She handles my single member LLC paperwork and advises me on how to better do my 1099-income related deductions year after year. * She reminds me to file state-related franchise tax forms related to the LLCs every year. * She helps me prepare for estimated tax payments by doing the math for me and giving me pre-filled tax payments, and reminding me to talk to her about the Jan 15 one at the tail end of the year to fix any discrepencies in estimated vs actual income come year end. * She always advises me every year on new slightly more complicated tax measures I could take (Such as creating an S-CORP for myself if 1099 becomes a long term employment situation for me), but she is also very understanding of my preference to keep things simple as long as possible (and two LLCs plus 1099 income is already complicated enough as is!). Sumi is very kind and helpful, always. And, she always does her homework for me, as there have been some non-trivial / abnormal tax situations related to the dual-member LLC where she has gone back to tax books and tax peers to double check her advice before giving it. Sumi is one of those rare professionals who makes your life easier rather than more complex and makes you very glad you found her rather than someone less helpful or too over-your-head with tax legalese speak.

We met James through another tax prep organization last year. His knowledge and understanding of…read morethe changes to tax processes was instant and impressive. He went out on his own this year and we followed. You want someone who not only understands the nuances of filing your taxes but also provides advice and recommendations to help save for retirement. James is patient and never rushes you through anything. Always making sure you understand and that he has a complete picture of your situation. James is the person you want to help navigate you through what becomes an ever more complicated process each year. Cannot recommend him highly enough.

Highly recommend!!! When a professional in the industry highly recommend James, you know you're in…read moregreat hands. As a first-time business owner, James answered my multiple questions with thorough expertise and patience. Best of all and most importantly, from his seasoned experience, he prepared me for what to anticipate and favorable solutions. If you're lucky to have James take you on as a client, he'll be by your side through it all. James- I can't thank you enough for walking me through the situation. You were not only patient and knowledgeable but kind and funny during a stressful time. I look forward to working with you next year!

It very hard to found a good CPA service that is trustworthy and even then there doubt. Well after…read moreresearching. I finally found CPA service I trust and has showed me I made the right decision. I wanted to take the time to thank Linda W Lou, CPA firm for everything that you have done for me. Over the passed few months it's been challenging but I've learned and experience something that I haven't experience in a very long time since I've left the military. And that is Trust..... And what I mean by that is trusting someone to do what they say with no real hidden agenda, and only with my best interest at heart . Her and team had put a lot of time in going back researching and correcting mistakes made by my previous CPA law firm for over five years that I trust but fail me for not taking care of business like it should been and also the mistakes made by the IRS. She is currently handling all my overseas travel for the last three years. It has been my pleasure and I'm very happy that I chose you and CPA Law firm to be my advisor and consultant for this very important part of my life and records. But what I'm really trying to say is... Thank you..... And I appreciate everything that you've done and will do for me in the future thank you.

This CPA Service is how a professional business should be run. The service is prompt and…read moreattentive. The CPA is extremely knowledgeable and knows professional accounting like the back of her hand. All questions are fully answered, explained, and recommendations given. The fees are always competitive. Thus, five stars!

We could not of been more amazed by the understanding of book keeping that this company has!! We…read morecame in for a quick books training and set up which was only a few hours that felt like only a few minutes do to how interactive the process is. Each step was walked through with us for just our needs and let us focus on what matters most to us and our business. Anyone we meet that needs book keeping done will be recommended here to Friday's Girl. A+++

Melissa is amazing to work with! She set up our books for…read moretwo different companies for husband and me. Everything she did was meticulous.She organized all the accounting for the companies,profit loss and balance sheets,she works hand in hand with accountants,she organized all my clients so I can send info out to them monthly. She is a life -saver!! I have to tell you that she is very reasonable and worth every dollar that you spend! She is a golden nugget for your business!

I wish I would have known about Kaya and LIfe's Just Taxing so much sooner. She is amazing, super…read moreknowledgeable, friendly, easy to talk to, understands every tax situation, puts your mind at ease and takes away all of the stress about anything having to do with taxes. Not only that, she helped me obtain a refund for the first time in years. I'm grateful for her friendly, speedy, and affordable service! Thank you Kaya!

Kaya with Life's Just Taxing is amazing. She has helped me with my personal and business taxes for…read moreseveral years. When she started my company was in real trouble. Now my tax problems are over and my company is doing better than ever. Highly recommend

I went through three CPAs before finding Bill and now have been with him for three years. Bill has…read moredone nothing but do great things for my company. Very impressed with his promptness and proficiency I would recommend him I a heart beat. Thank you again Bill!

I used Bill for my taxes this year. He was fast and easy to work with. I will be using his services…read morenext year.