She's a super star. So smart and up to date with rules and regulations. She's given me better…read moreadvice than anyone time and time again. Her recommendations are personally crafted to the client. I trust her implicitly and have for over two decades.

Catherine is an amazing CPA! Very professional. She has coached me my entire adult life in…read morebusiness. Her staff is always amazing as well. She has been my grandfathers and mothers CPA as well with all their business'. If your looking for the best, Catherine Reams is it!!

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

Just wanted to shout out to Mya Byrd she was very helpful and knowledgeable about information I…read moreneeded I highly appreciated and recommend her services!!!

Mya Byrd was the notary assigned. First of all, she was very unorganized. We were not informed that…read moreboth parties needed to be present. She was on her phone during the signing of the documents. She missed a page that needed a signature. She kept talking over me and interrupting me while I was trying to speak. She could not accept that she made a mistake, and blamed the finance company. I told her I could not meet her on a Saturday due to having a wedding to attend, and she texted me during the wedding to see if I could meet her to get the document. I could go on. In conclusion, zero stars. I would not recommend.

I absolutely LOVE Mrs. Roshell!! She is very personable and also professional. I left her knowing I…read moreput my business in the right hands! I would recommend them to anyone!!! From taxes to financial education... They got you!

Julie Self has taken care of both our Company and personal taxes for years. Very qualified and…read moreresponsive . We have known her for 40+ years and highly recommend her for your future needs.

Julie is amazing. She is helpful and always available for information. She is top notch and her…read moreprices are very fair. Easy to find and wonderful receptionist, can't say enough good things! She knows her stuff

I took Atiya's 5 Day Challenge Reduce Your Tax Liability By $10K. It was the best challenge I have…read moreever taken. I took Atiya's 5 Day Challenge Reduce Your Tax Liability By $10K. This was one of the best challenges I have ever taken. I learned so much these past 5 days and I have a Master's degree in Accounting! Atiya breaks taxes down into its simplest form you can understand it. No matter if you are a new business owner or been in business for decades, you can learn something from this challenge. The best part about the challenge is that you get to implement what you learned right then and there and see the tax savings unfold right before your eyes. If you are on the fence about the joining the challenge, DON'T WAIT. Join the next one.

I learned some very valuable information about what I needed for bookkeeping services. If you're…read morenot sure where to start or if you're thinking of going at it alone, I'd recommend checking out her trainings first.