1. KW CPA & Advisory Services

0

Plano, TX

Cancel

Open app

Search

KW CPA & Advisory Services

5.0 (1 review)
Closed • 9:00 am - 5:00 pm

    Book an appointment

    We'll create a project so you can share details and communicate with the pro

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - KW CPA & Advisory Services

    Accountants

    Bookkeepers

    Audit and conflict resolution support

    KW CPA & Advisory Services Photos

    You might also consider

    Recommended Reviews - KW CPA & Advisory Services

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    8 months ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - KW CPA & Advisory Services

    You might also consider

    Efficient Books - Accounting and payroll services, bank account reconciliations, journal entries, and financial reporting.

    Efficient Books

    (2 reviews)

    I first contacted Efficient Books in March 2014 and have been working with them ever since. They…read morehelped me establish my business and set me up as limited company with the state. Olga was very informative and helped me understand the basics of bookkeeping, various state and federal tax regulations and due dates involved. As a start up, I initially decided to to take care of all the accounting myself which left barely any time for me to analyze the workings of my business or to seek out new clients to grow my business. Once we started working together I found more time at my disposal to focus my energy on these crucial areas. I am very pleased with the company's quick response, they are very friendly, trustworthy and are determined to exceed your expectations. Efficient books have been integral to the growth and profitability of my business and I highly recommend them.

    My husband and I operate several small businesses and recently hired Efficient Books to organize…read moreboth our business and personal QB files. Olga accomplished this in short order, and found areas where we can improve our accounting. She also files payroll, 1099s, and Franchise Tax Reports for us, and she is willing to file our personal and corporate taxes. Her understanding of accounting and timely responses are an ideal solution to our almost decade-long search for our bookkeeping and accounting needs. If you've become exhausted trying to find the "right" bookkeeper, this is your solution. Every one of her references told me before I hired Efficient Books, they don't want anyone else to manage their books--and neither do we.

    Taxes & More Unlimited - Let us help you with your new business idea!

    Taxes & More Unlimited

    (4 reviews)

    Lake Highlands

    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 Tong Associates

    Alex Tong Associates

    (12 reviews)

    Alex Tong and associates were fast, professional, responsive, attentive, resourceful and overall…read morenice. I was in some trouble with taxes resulting in me owing thousands (and thousands) of dollars to the IRS. In a frenzy, I asked the people at my church if they have any accountants that they recommend, one suggested Alex Tong. I called the office the next day and they had availability for me to come in THAT morning. The appointment only took 20 mins or so. Alex just looked at all of my documents and said something along the lines of "wow this is really messy, but don't worry, we'll take care of it." It felt like the weight of a boulder came off of my shoulders. The next day his associate Delores emailed me to find more information (parents and siblings tax returns). Then it was all of ONE week that they had a packet for me to sign of my amended return resulting in me paying the IRS $147!!!!! (And I owed thousands of THOUSANDS $$$$) This was the first year I filed me taxes independently (not the best idea, given I had no clue what I was doing). Alex Tong and associates have helped me in a very difficult situation. Will definitely recommend him to anyone who needs a brilliant accountant! Also will be coming back to file for upcoming years.

    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.

    KW CPA & Advisory Services - accountants - Updated October 2026

    Loading...
    Loading...
    Loading...