WST, did a good and complete job filing personal taxes for me and my wife and took into account her…read morenew business. I felt like they cared about accuracy and filed electronically after about a week. They provided good services.

Very friendly. Very competent…read more Did my taxes at a very fare price. Done accurately and within a week. Wilma is awesome!

After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

Annette was very quick and efficient in preparing our 2023 Federal & State Income taxes. We highly…read morerecommend her! Dennis & Marilyn

This is an amazing group of accounting professionals. We began some business ventures several…read moreyears ago that soon required the the need for a certified professional for payroll, record keeping and taxes. We found, among others, at Boldt, Carlisle, and Smith, a wonderful Accountant named Brad Bingenheimer. For several years he has been doing our taxes and advising us on our businesses. He has always made himself available and readily answered questions on the phone whenever necessary. His knowledge is current and always 100% accurate. He is personable, credible a extremely professional, as well as all of the staff at Boldt, Carlisle, and Smith. We would highly recommend these professionals for all of your personal and business bookkeeping and accounting needs.

From the owner: Financial Clarity for You and Your Business Since 1959,…read moreSingerLewak has been dedicated to meeting your needs with excellence. As a leading accounting and business consulting firm in California, the South and Southwest, and globally in the Pacific Rim region, we offer a wide range of services tailored for credit unions, governments, non-profit organizations, and commercial enterprises. We believe in delivering value to you through our service-oriented business partners who expertly guide you through the complexities of business life. Your success is our priority, and we are here to support you every step of the way.

I'm writing this review based on two experiences I've had. The first (which was actually my first…read moretime getting taxes done last year) was WONDERFUL. The lady was quick, efficient, helpful, and I felt confident in her abilities to do my taxes properly. She was one of the senior tax representatives. Five stars! This year, however, was the exact opposite of my first experience. I was given a tax representative that was doing taxes for the first time (I was her 3rd customer), and the process was painful, slow, and altogether unpleasant. She mumbled quite frequently so I would have to ask her to repeat herself multiple times throughout the session. She also had to ask another employee for help multiple times, and when that employee then became busy with her own customer, I'm afraid she may have fudged some things because she could no longer ask for help. I was not feeling very confident about the process. There was also a point where I felt she was condescending and patronizing. She asked what I claimed on my W4, and I said I didn't have one, (as in I didn't have one with me), and she looked at me like I was stupid and said, "You HAVE a W4." Luckily, my sweet guy was with me and explained what she was talking about. I had never filled out a W4, my employer had done it for me so I was a bit clueless but still did not appreciate the attitude I was presented with. I had scheduled back to back appointments for me and my significant other, but after waiting for half an hour and then making it past the hour mark when we finished my taxes, we decided to cancel his appointment. I'm rating 4 stars because my first experience was so great, but I would rate my second at 1 star. If you schedule an appointment, definitely ask for a senior tax rep, because you can request who you get.

What is incredibly wrong with these people??? I am 70 with…read morehusband in hospice and we are living on SS only. I have done our taxes for 26 years and this is a first that we have to pay $533 even with that Big Beautiful Bull....bill $6000, for which we got peanuts from. Due to being exhausted from my husband in hospice, I made a mistake on our taxes and got a letter back demanding I fix it. So, to help me out for a change, I saw an H & R ad for $99.00, and I called and made an appointment with Barbara. Terrible mistake. I had to pay someone to watch my husband, and then drive 45 mins to her office. I called her because I was lost and I did not want to end up on the freeway, because at 70, for me it is hard to drive there. Barbara was rude to me over the phone, and even ruder when I arrived on time. Before even looking at my paper work she leaned over the desk, glaring at me told me I was going to have to pay those taxes. Then she wanted to charge me $540.00 to even look at my paper work, much of which was done correctly. My mistake was sending signatures that were not original, and putting donations on the wrong line, and then using the wrong medical cost write-offs. Barbara was rude, a bully, and of no help. It was one page to fix and a State addendum. $540.00 for that!??? I am old, but not out there pecking with the chickens.