Disappointed. I hired them for payroll services, but they missed the agreed deadline and the number…read moreof errors created extra work for me. Their office was slow to reply. I waited 9 days for a response. I followed up on 10/20, and as of today (10/24), the issue is still unresolved. If you use them, make sure to confirm timelines and get promises in writing.

I've known David Kee since I was in high school way before he was CPA of my current business. He's…read moreintelligent, hard working and is a true professional. Kee Mapes & Associates does a great job completing and filing my personal and business taxes. They help me in every way possible with avoiding penalties and getting my maximum refund. They are very dedicated, have extreme attention to detail and stay up to date with all current tax related issues. If you're looking for a CPA office in Roseville, I strongly recommend David Kee and his office.

Communication was virtually nonexistent. After the initial conversation with Charles, we never…read morespoke to another human being until I picked up our returns from the receptionist -- and this involved a business, a trust, and four separate tax returns. Not once did anyone contact us with questions, explanations, or comments throughout the process. The end result was that we paid more in taxes this year than we have in the previous 35 years combined. If you prefer no communication and want to feel like just another file number, this may be the firm for you. However, if you expect responsiveness, guidance, or even basic interaction, I would strongly recommend looking elsewhere. Keep in mind that any conversation with a staff member will cost you $350 per hour, even for something as simple as correcting a misspelled name , with billing applied accordingly. Learn from my mistake: interview several tax professionals before choosing Carothers and Associates.

I have consulted with Carothers and Associates for my taxes and accounting questions for many…read moreyears. I have consistently received knowledgeable, helpful and insightful advice. Charlie Carothers and the staff are always kind, patience and knowledgeable. Highly recommend them.

100% recommend this firm! Very responsive, thorough, and fast. Their fees are also very reasonable,…read moreand most importantly, transparent. I really couldn't ask for more. Great experience all the way around!

Finally, a CPA who partners with you to understand your taxable income, write- offs and how to…read moremake smart financial decisions as a small business owner. Before I met John Worden a few years ago, each year it felt like our tax return was a shot in the dark. We never really knew if we would owe money or get a return. John explained to me how the IRS looks at our income and each aspect of our income and gave me the information I needed to make the proper income deductions so we have no "surprises" when we have our taxes done each year. Everyone at the office is also friendly and professional. I highly recommend!

Clayton is amazing, a true professional in the world of finance and money management. Not only does…read morehe have the expertise to taylor optimal investment strategies based on your financial situation and goals, but he takes the time to explain (in layman terms!) how and why certain moves are beneficial to your investment success. He's done an outstanding job with our money and several others in my family. Don't know who the guy was that left the poor review...probably a disgruntled competitor! Clayton's the real deal, and investing with him is something you won't regret. Jeff K.

When trying to understand how my elderly mother's account decreased so significantly in a…read morerelatively short period of time, Clayton did not offer the customer service one would normally expect. Very disappointed.

So grateful to Tax Owl, working with Erica, Amy and Johnny made a traditionally stressful task…read morecompletely seamless. Thank you Erica for taking the time to analyze my situation, answer all my questions clearly without confusing me. Thank you all for going the extra mile to ensure everything was handled correctly. Highly recommend their exceptional service!

I have been using Tax Owl to prepare my taxes since 2021! They are extremely courteous,…read moreprofessional and complete my taxes in a timely manner! They give me updates throughout the entire process which I greatly appreciate! I highly recommend them!

I've used Mai to do my rather complicated taxes for several years. She is very thorough, and, in…read morefact, has caught errors others have made on profit/loss statements. Mai responds to emails quickly and I think charges a reasonable rate for her services.

Mai responded promptly and communicated effectively. Despite the fact that I reached out to her at…read morethe peak of tax season with a looming deadline, she gave my return her full and prompt attention. She spoke with me directly and spent more time and attention on my concerns than my previous CPAs did combined over the past ten years. The annual custom was that I would send in all my documents and then silence for weeks on end. Not the case with Mai! She confirmed receipt, gave me an estimated time of completion on the same day I submitted, and had everything back to me for review in just a few days. I feel very fortunate to have found Mai. It was pretty much luck of the draw, going off of Yelp reviews and intuition. I feel confident that my taxes are being done correctly, without overpaying, nor taking any shady deductions or cutting any corners.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Very straight, open and knowledgeable, treasure of knowledge! Highly, highly recommend!read more

Wow, has this company gone DOWN HILL…read more With no notice they raised my bill. I tried calling them to downgrade (I don't stream movies much at all) and sat on hold forever. Then I took advantage of their recorded voice offer to call me back. They never did. That means that I was sitting on hold that entire time FOR NOTHING. Same thing happened this morning when I tried to call them, still trying to reach them about the same thing, and no response, an no call back (again). Then I look at their web site and they've got notices on there that they have office space and servers available to rent. I guess times are tough now. I can't imagine why with a service decline like this compared to the past. This company used to be responsive and human and real and timely. Now you're on hold for no reason at all (they're never going to pick up) and forever, with raspy, terrible music that's like torture to have to listen to. I'm going to have to find an alternative. This company has LOST ITS WAY. There is NO EXCUSE for leaving customers on hold forever knowing full well you are NEVER going to put a human on to take the call, and you are NEVER going to return the call after offering to. No one needs yet another business run like this, and I'm not rewarding it with my money after putting me through this and wasting my time like this over multiple days.

I can't say enough nice things about this company. Everytime I call the customer service I speak…read morewith happy & helpful customer service reps. Today I spoke with Kate, she was amazing & very helpful. I'd like to think that Suceed treats their employees good & this is why every person I have ever talked to has been GREAT!!!! Thank you Suceed Happy holidays.