Matt's a very engaged, attentive accountant and tax preparer.  We've worked with him successfully…read morefor years and we're very happy with the results.  He's a great communicator and he's always knowledgable about tax-affecting issues that are relevant to us.  The really wonderful thing about Matt is that he can communicate his expert ideas in plain english and help us make good decisions!  His costs and reasonable and there's no question that his good advice is worth paying for!

I worked with Advanced Accounting and Tax Solutions for nearly four years in formlong my LLC,…read morefiling both my personal and business taxes, and handling payroll. For tax year 2025, all documents were submitted and a written agreement was signed for this firm in February to complete my taxes. Tax day passed and there was zero communication on the status of my taxes. Calls, texts and emails were ignored or pushed aside before this firm stopped responding altogether. I had to contact the IRS to confirm that this firm failed to file my taxes. To this day no apology or explanation has been given. Do not trust this business to handle your taxes.

Untrustworthy, seek service somewhere else. A few years…read moreago, Mark fabricated numbers on my rental account that triggered an IRS audit, when I confronted him, he admitted it was his mistake but offered to represent me during the audit for $$$$ instead of owning his error, he charged me money to fix it and after that he requested another payment because he considered the first payment as an initial payment, which he didn't mention that prior in handling the case. I was grieving at that time and didn't have the energy to fight with him. After that year, I took my business elsewhere because he cannot be trusted.

We have a lot of family who own businesses and have tax professionals they swear by. We used those…read moretax professionals for some years but found their expertise was only in working with established companies who wanted their books handled for them. Since we are poking around with different side business ideas, we really needed somebody who can provide not only tax and book services but also advice on getting a business started and what the tax implications are. We have found Mark to be very helpful getting things figured out and in providing advice, even fixing some mistakes we made opening LLCs along the way that could have cost us thousands in penalties. He really saved us big time! We are very grateful for his services and recommend him to everyone who is looking for tax advice. We give our absolute highest endorsement of this company and the services provided.

Doug and Paula are very thorough and very professional. We have used them for many years.read more

From the owner: Local, family-owned and operated business providing trusted, personalized tax preparation and…read morebookkeeping services to the Lansdale community for over 30 years.

Sandy is great! We came here after looking for some last minute places that do income tax returns…read morenear where we live. The office is in her house and it's a very nice and casual atmosphere. She was extremely meticulous and pointed out a lot of things in our W2s that seemed off that we took back to our employers to address. She was fast and efficient, and we would highly recommend her. Fees were about $90/hr.

From the owner: Sandy West, E.A. and President of Fiduciary Consulting Services, offers a unique blend of services…read moreto the public who seek preparation and support with their income tax returns. Fiduciary Consulting Services provides full service consulting and tax work. Sandy has 25 years of experience in the tax and estates department of a premier regional law firm that is accounted among the largest in the nation. Her experience and knowledge positions her as the eminent service provider for your accounting and tax work. References are available upon request. Call today and let us be of service to you.

Avoid these folks at ALL COSTS! Tax prep for deceased…read morerelative turned into a several-month long battle, with the IRS returning the paperwork to us, stating there were multiple issues, errors, and ommisions. The preparer stated she had never done a return for the Dearly Departed, so she MAY have to look up some things. We paid a bill of $274.00 for these services. After receiving the return back, we called JH to have someone who DID KNOW how to do this meet us the following day, in order to get this corrected, and close out the deceased affairs. The preparer stated she would "Call the Boss" and call us back. Three & 1/2 days later- no call back. Already nervous at the sheer number of IRS mark-ups, I called a REAL Tax Preparer, and was informed what SHOULD have been done the first time. We completed the numerous missed and incorrect steps, and sent it back ourselves. I then filed a complaint with JH Corporate. After sending a copy of the IRS mark-ups, the Franchise Owner's rep called me back, and stated they did nothing wrong, that every deceased filer's return gets sent back for the missing forms. (Not even close to being true) So after paying for what was supposed to be professional Prep, we ended up doing it ourselves, paying a REAL Tax Preparer to navagate thru the errors and incompetence, and being told everything was OUR fault. I asked why no one ever called us back, in order to get this mess fixed in the first place? The smug reply was: "WEll, I guess I'll have to talk to her about that" If you value your time, sanity, and your hard-earned money, DO NOT go near these folks. If there's any issues, it will be YOUR FAULT! (Even when its not)

Carol Wells in the Lansdale office is fabulous. Professional, knowledgeable, friendly and treated…read moreus with respect. Our appointment was completed in a reasonable amount of time and was painless. A day after our appointment, I had a question. Carol not only was happy to answer it, but did some research and got back to me when she was confident she had the absolute most accurate answer.

Spoke very briefly on 4/13/24 to what Im assuming is the owner (Ididnt get his name). He was kind…read moreand helpful but when he mentioned what he wanted to amend my state taxes and to do my school income tax I thought it was way too much based on what I needed. If you're not interested in consequence paying an accountant a ridiculous fee to get your taxes done I wouldn't contact this guy.

From the owner: I am always available to answer any financial questions and I diligently prepare your tax returns…read moreto get you the best results possible.

OK it's tax season. I don't want to do them and If they are willing to sit down and work it out for…read moreme, GREAT. They know what they are doing and can find stuff I wouldn't, so that is also a big plus. I've been coming here for YEARS which should be enough to say it's good. The one down side is the office does seem a bit...dry. Bring water to drink but other than that? oh yeah this is the place to go. Fast, good and I don't have to think about taxes.

What a major disappointment!!!…read more My tax preparation for 2022 was actually less involved than the year before so it should not have taken any more time! WRONG!!!!! The employee comes up with an excuse that it will take longer and I need to reschedule for another day. Keep in mind there was less preparation this current tax period than the one before. ARE YOU KIDDING ME?!?! H&R Block makes their money by raking up extra time on your tax preparation! CLIENTS BEWARE!!!! Corporate will also be advised of this mistreatment of their customers! Well now I am a FORMER CUSTOMER!! Don't waste your time and money with these people who are only in it to make money off of senior citizens!!!! Based on input from other CPA's I had overpaid for 2021.

Best service and excellent communication. I wouldn't go anywhere else! Questions are quickly…read moreanswered!

Gave documents early and he filed extension costing me extra tax. Poor communication. Actually…read moreyelling when I questioned extension.. he was busy and had other clients. Charged more then quoted. Horrible experience.

Horrible service. I gave her my taxes 1 month prior to the due date and she filed them 3 months…read morelater, 2 months after the deadline. She still hasn't filed my 2019 taxes correctly. We found a mistake and she did not fix it correctly. She made numerous promises to fix it and never followed through. She also lied to me about fixing my filing on several occasions.

Absolutely unsatisfactory experience (between communication and putting off steps to send in…read moretaxes). IRS never received what was sent after waiting 16 weeks of the 14 I was briefly told it could take. IRS said they never received anything she claims she sent to them. Have to start all over after waiting 4 months (16 weeks) and checking the mail every day for that long only to come up empty handed. Now wondering where all of my information that was supposedly sent in the mail is (W-2, tax form w/ both my son's & my information on it). Highly do not*** recommend.