Earl is highly professional and an all around great guy. Honest, communicative and answers all…read morequestions in a timely manner. Cannot thank him enough for all he does and the level of service he provides! Primary Payroll for the WIN!

Earl is the best! So knowledgeable, honest and just a great guy. If you are looking for a reliable…read moreand effective payroll solution, look no further than Primary Payroll!

I've been going to Bryan Ellinger for the past eight years, and he has consistently been my go-to…read moreperson for anything related to taxes or financial questions. Bryan is extremely knowledgeable, down to earth, and always takes the time to explain things in a way that actually makes sense. What I appreciate most is that he provides honest guidance and helps you understand the best path forward rather than just rushing through the process. Whether it's tax preparation or general financial questions, he's always willing to help and point you in the right direction. If you're looking for someone trustworthy, knowledgeable, and easy to work with, I highly recommend Bryan. He's been a huge help to me over the years.

always do my taxes here - virtually. it's so simple, i used to come in person but now i just upload…read moreit, send em' the small fee, and then it's done. Tabitha is very friendly and Yaron always mark's his i's and crosses the t's. as a professional designer for the past 7 years, and even in college with my small jobs, he's helped to get me the best possible tax returns, looking in every spot possible. i do freelance sometimes, so it's nice to have the peace of mind that everything is taken care of. thanks to this wonderful business!

ever since we were introduced to Kolene we have been happiest with her service. She is very…read moreapproachable and i am able to ask her questions and she does not make me feel dumb. Even her office staff are very professional and friendly :)

I've known Jolene for many years. She's knowledgeable, easy to talk to, and always willing to…read moreexplain things so you understand your taxes. She's accommodating, makes the process less stressful, and is also friendly, funny, and just great to work with. My husband and I are glad we have her in our corner every tax season. You'll be in good hands with Kolene.

Laura Ellsworth at Companybooks has been an invaluable part of my rental property management…read morebusiness for years. She is knowledgeable, organized, reliable, and always goes above and beyond to keep our books accurate and up to date. As a property management company, having someone we can trust with our bookkeeping is essential, and Laura consistently delivers outstanding service. She is responsive, professional, and has been a tremendous asset to our business. I truly appreciate her dedication and expertise. Thank you, Laura, for all of your hard work over the years. I highly recommend Companybooks and Laura Ellsworth to anyone looking for an exceptional bookkeeper!

If I could give Companybooks 10 stars I would! They have been our saving grace since we started in…read more2010. Laura, owner of Companybooks has been involved with us since we opened our business. We didn't realize the importance of bookkeeping and exactly how to do it. Getting our books set-up needed to happen but how to do it accurately was a big question. It seemed like a daunting process so our natural tendency was to steer clear. Wrong approach! Laura educated us on the importance of regular and timely maintenance of our financials. We started with a shoebox (literally) and now are down to a monthly Manilla folder. Princess Laura comes to our studio and picks it up. She reconciles our accounts, updates Quickbooks and provides all of our updates on a simple to understand report. Perfect! Stress and hassle free. Laura truly has our best interests in mind. There is no fluff, no drama, no concern of our private business matters becoming public. We have complete confidence in the Companybooks process. If you have a bookkeeper you're not happy with or don't have one because you think it's too expensive you should call Laura. Her prices are fabulous and she makes your business hers. Monthly visits from Laura have our business running smoothly and we know where our money is going. When we see Laura driving past our studio in her electric car we know she's on her way to help another small business stay in business. It makes us proud to be affiliated with her and Companybooks!

Not happy with this payroll company. I was suppose to be paid on Thursday. My hours were not…read moreentered. I have to wait until Monday to get paid because an employees negligence.

We switched to Coastal Payroll during COVID. Originally they were amazing. We no longer have good…read morecustomer service. Nobody answers the phone. If you are having any kind of payroll issues, just plan on being on hold for over 20 minutes or waiting over an hour for a call back. I no longer refer them. I tell my friends to use ADP or some other firm.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.