Made it clear that I wanted to meet the CPA and/or accountant. Set an appointment. Went in and met…read morewith the assistant. She told me, "they will not meet with you at all in the beginning." As a business owner of several entities, I need the right fit for an ongoing relationship. Someone that can meet with me monthly or at least quarterly and help in many facets. The you can meet with our assistant who knows nothing about taxes, payroll, bookkeeping or how to help sell you as the new CPA didn't work for me. It also says we are too busy for you and to complete your services.

Shelley and her staff are top notch! When I refer clients to her they always rave about how…read moreknowledgeable they are and educate them on ways to lower their tax liability. I highly recommend you have them prepare your tax return this spring. Then sit down with Shelley this summer and plan for the rest of the year. You will be glad you did.

Great job. Great to work with. Been with Ryan for many years. Always prompt and accurate.read more

I can't say I'm too impressed. I kept having to call to get updates on the progress of my…read morereturns. Then I got a call on Sunday, April 14 stating my returns were done and requesting payment for services. Obviously they were working at the last minute, which didn't make me feel very confident. It would have been more appropriate to give me a few days to look things over myself before submitting my returns. The only chance I had to do this was when I showed up the next day to sign my returns. With multiple state returns and real estate transactions, doing any review at that point was basically impossible. At that point I realized a mistake was made. I was due a refund for some withholding which they had not processed. I was told I hadn't submitted the withholding form to him to look at, but I know I did, and I know I talked to Ryan about this on our first meeting. Lastly, it would have been nice to have had the opportunity to direct deposit my refunds, which was not given me. Ultimately, I was left wondering why, after shelling out several hundred dollars for a professional return, I was the one who had to figure out the mistake. I will go back to doing my own returns from now on.