I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

Dwain and Poonam are wonderful. They answer all questions within a timely manner and are very…read moreknowledgeable and professional. I highly recommend their services for business and personal taxes. They are also versed regarding the IRS and the laws. I have been using this firm for my real estate business for over 10 years now and love them. Their assistant, Peggy, is also charming and very helpful. You will be in good hands with this group!!

Funny, Efficient, Funny , Personable, easy going and Patient....Great Office . Peggy is the nicest…read more, polite , and sweet. Glad this office is doing our taxes.

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

So happy we found the CPA office. Andrew is extremely helpful. Very easy to work with. I have…read morenothing but good things to say!

I called to inquire about tax accountant service and left a message on the number provided on Yelp…read more To his credit, Frank called me back and informed me that he is NO LONGER IN BUSINESS in Atlanta. He is now in another state.

Frank took care of my taxes this year, and was extremely professional, quickly responded to any…read morequestions that I had, and was able to get a larger refund than I was expecting to have. His costs are very reasonable - even better than the online do-it-yourself options. I would highly recommend Durastar Financial to anyone. Thanks Frank!

I found Ana to be very helpful, knowledgeable & amiable. She took her time listening to my needs…read moreand only charged me for what I needed. I was grateful to not have a hard-sale for services I did not need. A few months later I needed them revised she could not have been more helpful. I would highly recommend her to anyone.

I was searching for an estate planning attorney near Plano and was shocked at the pricing…read more Mentioned to a coworker that I was looking for a will and trust attorney - he recommended Ana. She displays her pricing online and I found it much more reasonable than some of the other estate planning lawyers. The process seems intimidating, but Ana made it easy and painless while also educating me on how wills, trusts, and probate works. I had a few questions I forgot to ask between the initial consultation and actual will signing. I was shocked at how responsive she is. It was refreshing dealing directly with an attorney. Highly recommend Ana for anyone who needs estate planning!