The Surrencys have been doing my personal taxes for several years now, always catching things I…read moremiss, always pointing out things I didn't realize, and ALWAYS finding more ways to help me save on my taxes.

They are quick to respond. They are very organized and schedule appointments to us the time to…read morediscuss important topics. No phones and hold times. Just one on one quality client interaction. I get more for my money than I ever have. Thank you Asset Allies Tax for giving us the best tax return we've ever seen. You have the highest integrity and and aren't afraid to keep us on the right path. Monica Grays Saewulf Enterprises LLC

I have owned my ABA company for 6 years- I was with another CPA for the first 5 years and was…read morereferred to Rebecca in my 6th year. I wish I had started with Rebecca because I missed out on such invaluable tax advice and she could have saved me so much more money! With my other CPA, I was dealing with such high turnover and was not given any tax advice. I was constantly hounding them to send me updated P&L reports every quarter whereas with Rebecca, she keeps my books in order, updates my P&L without me asking her, and takes the time to get on a call with me to give me tax advice and to explain things in layman terms. I am currently going through the process of selling my company and Rebecca has been so helpful during this time. When going through due diligence, it was important for my books to be clean- her work was clean and accurate (she cleaned up a lot of the mess from my previous CPA) and she responded quickly whenever I needed to ask her something. Highly recommend!!!

Incredible service! My husband and I sought bookkeeping and tax services for each of our businesses…read moreand Brittany was patient, informative, professional, and reassured all our worries and confusion. I have struggled to find someone reliable near me and I am so grateful to have found BD Tax Services. The remote support offers the necessary flexibility we needed and Brittany has saved us so much more money than I could have hoped for. 10/10!!

This firm was recommended to me by my financial advisor to handle a simple estate final tax return…read more I may have spent 30 minutes at this office to offer whatever information they needed to file this return. A few weeks later, rec'd a phone call saying it was complete and come pick up. Get to the front desk and the receptionist has me sign two forms and says the charge is $650. I asked her to confirm that price and came back and said that "is our rate". Sure wish I would have been told that up front. To their credit, the CPA I had appeared very knowledgeable but WAY OVER PRICED. FOUR FORMS at $650. I feel priced gouged. And the CPA never came out to explain what was done or why the price is so high. And yes, I have used CPA's before and NEVER got an invoice this high for so little work done. Good firm but expect HIGH fees. Would have given them 5 stars but their high fees dropped them down to 3 stars.

I would highly recommend David Daniel and his team for all your CPA, bookkeeping and business…read moreneeds. they are very compassionate and professional. With their guidance and knowledge, my business has been able to open a 2nd location and has plans to continue to grow. I greatly appreciate everything that they have been able to guide and teach me in this growth process.

After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

I called Mr. Dotten to do my taxes. I had to drop them off to him with cash. He called to tell me…read morethey were finished and would email them the same day for approval. They never arrived in email. Called next day same promise no tax papers. After that no answer on phone for days. So I'm out the money and did them myself. So beware.

I have worked with this company great small practice. Loyal employees. And regarding jeff d post…read morethe owner has reached out several times he's a coward hiding behind his username. Be a man and confront in person with your issues

This is the old address for Zinnia. New address is 3220 SW 33rd Rd, Ocala 34474…read more Retirement PODCAST Learn more about Zinnia by listening to Retirement Coffee Talk podcast.