1. LBK Bookkeeping

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LBK Bookkeeping

4.5 (2 reviews)
Closed • 9:00 am - 5:00 pm

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2 years ago

Lauren did an outstanding job and succeeded in providing quality services. Would highly recommend

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19 days ago

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JC Bookkeeping & Financial Services

JC Bookkeeping & Financial Services

(8 reviews)

They have been doing our taxes for several years. Now it's time for retirement planning and I'm…read morelooking forward to working with them.

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

rebel Tax & Insurance Solutions - Taxes Insurance  CFO Seevices

rebel Tax & Insurance Solutions

(18 reviews)

Having done my taxes with turbo tax for years I was skeptical when a friend suggested I look at…read moregetting a review of past year's submissions done from Rebel Tax Solutions. Turns out I was not the expert I thought I was (or that turbo tax made me think I was). Their tax guy Jon spent some time learning about the money my wife and I make as well as how we pay tax on it. We have a fairly complicated situation with her being a part time teacher and small business and myself a regular job with some investments throughout the year as well as loss carry overs from prior. They went through the process to review my past return as I requested and found a number of errors that I had made that turbo tax didn't see. They corrected them and it resulted in an amendment of 2018 that provided me a 'stimulus' package of my own for right now :). Their fee is below most others I have seen and the modification refund to my wife and my taxes more than covered it. I don't often make recommendations but felt compelled to do so hence this review. 2019 was a complicated year for our family but feel comfortable knowing the Rebel team will handle it for us as we have many other things that need focus right now. Great personal service and didn't make me feel silly for the many questions or ignorance I had around specific topics. Secure file transfers for everything as well.

They are more expensive than the chain places but they are thorough and were efficient. I will use…read morethem again in the future.

LBK Bookkeeping - bookkeepers - Updated October 2026

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