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    Hearthstone CPA Group

    3.0 (6 reviews)
    Closed 8:30 am - 4:30 pm

    Services - Hearthstone CPA Group

    Investment management

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    1 year ago

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    5 years ago

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    4 years ago

    Thoroughly understands our needs and does a good job preparing annual taxes. Could use better communication.

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    Security Financial

    Security Financial

    (2 reviews)

    Bernice, agreed to after a recent court case of a former payee stealing funds that she is looking…read moreat providing bank documents or a separate bank account of what funds are coming and what funds are going out. everyone that knows about that case in superior court agrees I have a reason to be very doubtful in the next payee. she agreed to all these terms before we got started. that she would be coaching as a payee not doing budgeting and paying bills entirely on her own as the court recommended so that i am at the point where i am handling the bills entirely on my own without a payee. Since then she has changed it on several occasions and expects that she can bite my head off and that i am not going to hang up on her even when i try to explain or converse back with Her and she's still biting my head off even when i try to explain. the court case may not be her fault but her agreeing to it from the beginning knowing what she was getting into over the phone and going against what she agreed to and what the court recommended is her fault and entirely her fault alone. she cant pinpoint this on anyone else but her. She promises yet doesn't deliver. Even the attorney was surprised that She wasnt delivering. IF you ask Her questions to have Her explain why esp when She is dealing with alot of money and by this I am only referring to mine. She refuses to answer. No trust was sold on not answering. IF you go to a car dealership and they say we will charge you these fees on top of the car and you ask them why and they refuse to answer...............would you trust them afterwards? Trust is not built in hiding the reason why but in explaining why as a business your in the position you are in.

    We have dealt with Bernice for about the last 6 years. We are currently using her services for a…read morefamily member. She has been helpful and understanding as a Payee. She readily gets us the information to help with keeping up with the paperwork for our end for us to stay up to date for the family member. We greatly appreciate all that she does.

    Hearthstone CPA Group - financialadvising - Updated May 2026

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