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'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!

We truly enjoy working closely with the ABC Team--they're consistently available, dependable, and a…read morepleasure to collaborate with. Their commitment to timely execution and operational efficiency makes a real difference in our day-to-day success. A special shoutout to Alex--your responsiveness, professionalism, and willingness to go above and beyond never go unnoticed. You've been instrumental in keeping things on track and making every interaction smooth and productive. We deeply appreciate everything the team does and wholeheartedly recommend ABC to others. If you're looking for a reliable partner who genuinely cares and delivers exceptional service, ABC is the team to call. We hope more customers get the chance to experience the same outstanding support we've come to rely on.

Great team they have. Always available when I needed help. I highly recommend them for your…read morepayroll necessities.

Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

BluePoint Payroll Solutions helped my employee' indisual need…read more They helped me establishing payroll system even though I have no knowledge of computer. They also helped me when I have been trouble with IRS and EDD. Excellent Payroll company.

BluePoint Payroll Solutions is an excellent payroll company. Our company would not be unable to…read moresurvive without their knowledge and expertise. Truly a pleasure working with BluePoint.

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!

Erica and her team are amazing, always ready to help with whatever you need. We had a lot of…read morechanges this year and they were still so fast and efficient. Our taxes were sent in same day and we received our return in 7 days. Always so warm and friendly, we always feel comfortable with Erica and her team. I highly recommend Erica and her team.

Sam Hoppe has been preparing our taxes for over 10 years and during that time he has proven again…read moreand again to be thorough, knowledgeable, timely and caring. He uncovered a carryover loss early in our relationship that had not been previously addressed which has saved us considerably over the years. Sam makes a tax season easier to deal with because of the trust we have in his abilities. We've been happily referring friends and family for years, and will continue to do so. Thanks so much to Sam and his team. They're great!

I've been using Sam Hoppe for the last five years to do my taxes. A couple of those returns were…read morecomplicated due to divorce and sales of properties, and I was quite anxious going in. Sam simplified it all to me and completed the returns promptly. He is a kind man as well as a quality CPA. Thank you!

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!

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.