I called today looking for someone to review my dads estate to see if there was any taxes due…read morebefore distribution. The young lady paused, I asked her if they were taking on new clients . her response was yes but we're being selective. When I asked for a referral she didn't hesitate to suggest a Google search. I sold my mult- million dollar business in 2021 and moved to Idaho. I was with my CPA firm for over 20 years and I wanted to start a new relationship with an Idaho firm. They shut the door in my face. Steve Schaut Tires2You 2 Inc SDZ3 Properties

I called today to make an appointment for my wife and I and was told that "due to new tax laws, we…read moreare not able to take you on as a client". We are seeking an advisor for individual tax returns. I then asked if she could recommend another local CPA and she said "no, sorry". Now my idea of good customer service.

Having lived a full life at the age of 72 and enjoying retirement, I look on those individuals who…read moreachieved mastery in their lives. Jimmy Hendricks used to say "I could just think...and my fingers would do". Those artists, athletes, parents, states-persons, mechanics, teachers...they inspire me and you know mastery when you experience it. I actually experience mastery when my wife and I meet with Jason. For me, it is more than having him on our team as our accountant, it is like going to a concert to witness someone who has mastery in their field. Working with him uplifts my spirits...and years ago, I did not think I would say that about working with an accountant! In my professional opinion (and having had mastery in ski racing in my youth), Jason is worth every penny to have on your families financial team. Cal O. Eagle, Idaho

Small business who treats clients with care and respect! The staff is friendly and knowledgeable…read more If you have a detailed or complex tax returns they are true experts!

Dave and Dan Stewart were recommended to us and we couldn't have found a better accounting team to…read morework with! We recently moved to northern Idaho and chose to continue using their services from afar! They are thorough, professional, friendly, patient and get the task at hand accomplished in a timely manner at a very reasonable rate! Thank you Stewart & Associates! Red Tail Tactical Technologies, Inc. D & L Hollenbaugh

When it comes to gouging clients with unconscionable fees, no one tops Stewart and Associates…read moreAccounting. A newly single mother of 6 with $5K net income gets a bill for $1750 to prepare and file a tax return during a pandemic. I haven't even received my refund and am getting billed. Seriously, who in their right mind gouges like this?