Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

I posted on our neighborhood FB page asking for referrals to a good local bookkeeper. I was…read morepleasantly surprised at how many replies I received. What was even more surprising is multiple individuals recommended 'Lillian Makama Bookkeeping'. I reached out to her and she got back to me within a couple of hours. She called me the next morning to review my bookkeeping needs. After a few minutes, I felt very comfortable and added her as Quickbooks Online accountant. Within 15 minutes she was able to identify the duplicate entries in our bank register. She walked me through how to rectify the issue. I've been wrestling with this bookkeeping problem for months, and she was able to help me in minutes. I look forward to working with Lillian for all of my QBO needs in the future.

Lillian has been so amazing for our business. Her attention to detail is unparalleled. She went…read morethrough all of our books and made them make sense. Her service was so quick. Compared to other bookkeepers she has been the best I have found. Do yourself a favor and call her today!

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

After having huge mistakes that I had to correct myself made on my 2022 and 2023 taxes from highly…read morewell rated CPA firms, resulting in $30,000 of missed refunds, I found Estee through verbal recommendations. Were these previous CPA firms courteous and easy to communicate with? Yes. Did they have hundreds of 5 star reviews on Yelp and Google? Yes. Did they do my taxes correctly? No. Estee and her firm were easy to communicate with and they were able to do my taxes efficiently and more importantly, correctly. This transaction occurs once a year and it is a stressful time for everyone. I want to be able to trust the CPA is doing everything correctly.

Honestly, if I can give less than one starI would .Went to this place, paid an accountant named…read moreEstee Fulton For an hour of her time to look over our books and our tax return both personal and corporate. Covid was rough on the business and we just needed some professional guidance.. felt good after the hour left following some ideas she had stated.. a follow up call later was told by Estee that she didn't want to do business with us.. she had thought she ended the phone call with my wife with a condescending "bye-bye" and then, without knowing the phone was still live, yelled to her staff that they could throw away our "shit" laughed and then in another condescending voice said to her staff " oh I'm sorry that wasn't very professional of me". Then laughed out loud before my wife disconnected. I get it you don't want our business.. way to keep A professional attitude I sure hope your accounting skills surpass your people skills... Good luck here hope you enjoy condescending tone from a professional you hire to look after your livelihood.. Obviously I am not a CPA which is why I'm looking to hire one.. I think people like this deserve the Karma they have coming

I've had the opportunity to work with LeeAnn periodically over the last couple of decades. I…read morerecently was able to bring her on as a contract business manager for our association. Her experience has proven to be invaluable, of course, but it is her can-do attitude and all-in approach to her work that truly makes her an asset. LeeAnn is straight forward, professional and dedicated to insuring we understand our complete financial picture, making her so much more than a "bookkeeper"... she is an integral part of our team and has already moved us leaps and bounds toward our goals. I can speak on behalf of our entire team when I say that LeeAnn is honest, trustworthy, hardworking, bright and you can count on her to always follow through with what she says she'll do, and then some.

From the owner: Advanced Business Services provides all of the necessary bookkeeping services your business needs…read moreto run efficiently. Located in Folsom, CA we cater to the financial needs of small businesses looking to grow and larger corporations that want to maintain their financial records accurately and efficiently. In this economy, where it is necessary to understand the detailed inner workings of your organization, it is essential to streamline your business and have accurate financial information that is easily understood and available. We provide the services that assist in increasing the efficiency of your business and help it reach its full potential. Whether your business is small or large, Advanced Business Services can manage your finances and help your business succeed. We take pride in our business and strive to exceed our client's expectations.

My first concern was when Minakshi called to let me know how much my taxes would be this year. When…read moreI had questions about why this number was different than the taxes taken out of each paycheck. She was not able to give me a a straight answer. I later talked to Tawnya who gave me a complete and professional answer. In this phone call I also asked for an update on a previous issue of the IRS claiming I owe them taxes when I didn't. Tawnya said she would have to check on this the get back to me. I submitted all the paperwork they needed for this over a year before. Two weeks later there was a hold on my checking account from the IRS. I emailed and called Tawnya. There was no reply. The next day I emailed again and called everyone in the office. The last and only person who answered was Chantel. Chantel was very helpful and professional. She called the Federal Tax Franchise for me and released the hold and got the accusation dismissed. Then three months later I was sent an invoice of $200 for them to "contacted the Franchise Tax Board to request removal of the hold on the client's account." If I had known in advanced asking them to take care of this would cost me an additional $200 I would have done it myself. Later I am getting all these calls and emails while I am at work that I need to sign and submit a document right now because if I don't I will be charged from the IRS. I had to step away from work to address this. I then looked at all of our correspondence and saw they never gave me a heads up on this due date. Instead they bombarded me requiring me to drop everything in the moment to address this task. In the end they cost me more time and money than completing my taxes through turbo tax. The biggest concern is that they interacted with me in unprofessional ways on many occasions. I will not be filing my taxes with them anymore

The team at Centenal Tax group are AMAZING from top to bottom. I highly recommend them for the…read moremost thorough job for a confident and seamless experience.