Horrible experience!!! Stay away very unprofessional company. I've sent them my taxes 3 separate times, they do not keep up with files, John is TERRIBLE with communication and had horrible service. You'd be lucky to get your taxes done ever, this company is trash! read more

I worked with Masood from this firm. He was very easy to work with and answered all my questions. No one likes to do taxes, especially when you own a business! Masood made the process easy and understandable, he was also very patient as I tried to organize and gather all the necessary documents and forms I needed to process taxes. I will definitely work with this firm again. read more

BLUF: Had a horrific experience at this firm. When I called to talk to John about my experience he told me that his CPA had done a great job, as evidenced by the fact that we were receiving a large federal refund. They charged me $450 to process one very straightforward federal tax return that took them 20 minutes to enter into their system, and then spent 40 minutes providing inaccurate information. We had a straightforward, single income tax return. The reason we sought out a CPA/CFP is because we needed some important tax strategy questions answered. Most importantly, how the marriage penalty would change given the 2018 brackets. Neither Chris nor John were familiar with the term "marriage penalty" and John assured me that being married was always more advantageous when filing. (This is not true). Chris advised us that we could file jointly because we had an intent to marry. This is false, the IRS regulations state that the marriage status held on December 31, 2017 applies to the entire tax year. The reason we could file jointly is because we met Texas' common law marriage. We tried to understand the tax implications of filing jointly versus individually, with Chris running various scenarios, talking very quickly, and not writing anything down. I later learned that this was a waste of time because we don't have a choice in the matter - if we meet Texas' definition for a common law marriage then we must file jointly as any other married couple would have to. He also advised us to invest in the Roth while we were in a high tax bracket, so that we could take the money out when we're older/retired and in a much lower tax bracket, such a 15%. This is incorrect; an individual should invest in a Roth if they expect their tax brackets to go up in the future. He was conflating a 401k with a Roth. At one point, we asked if, in the event we made more money next year and fell into a higher tax bracket, would all of our net income be taxed at that higher rate. Chris said that yes, the money would be all taxed at the higher rate and that the reason the effective rate was lower was because of exemptions and credits. He said it was for this reason that people employ different strategies to not meet that next tax bracket. I pushed back and told him I thought taxes were charged on a tiered system, that you'd only pay the highest rate on a portion of that income and he disagreed. At the end, Chris printed out the return and asked us to sign the document, without even suggesting we review it, or telling us that we (not they) are legally responsible for it's accuracy. A terrible waste of money. read more

I have worked with John for twenty years. He is an excellent CPA and priced reasonably compared to most other firms. He has always asked the pertinent questions to get my corporate taxes accomplished on-time and under budget. He is my go-to guy for taxes. I've never been audited by the IRS under John and that is money in the bank over the years. read more