Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

I was in need of a bookkeeper to help me manage my finances but I wasn't established enough to…read moreconsider hiring someone full time. Joust was able to help me get my financial accounts in order and keep track of my expenses/income and it was much more economical than hiring someone full time. Joust was also very responsive and so they were able to get me situated fast. Definitely a company I will continue working with for a while.

From the owner: After over a decade in the financial industry, we decided to alter direction. Now we share our…read morepassion for analytics and number crunching by helping others. Our team hosts an array of individuals from diverse backgrounds (from tax strategy to sales to accounting and more) designed to meet the needs of your organization by offering competent, sound business consulting services, including CFO outsourcing, business valuation, and human resource management.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

I needed a firm that could help me with starting my business and RedDoor was there with all their…read moreexpertise. I worked along with Quila, Ms. Loyd's assistant to get everything done. Ms. Loyd handled all my needs from beginning to end. She helped form my LLC provided me a business plan, operating agreement and were now working on getting my minority certification. She has gone above and beyond in caring for all of my concerns and allowing affordable payments as i am a new business owner. She has invited my company to participate in local networking events and helped me make connections with people in my industry. I want to say thank you all for you help.

I cannot say enough wonderful things about the RedDoor team. They helped me with my business and…read moreanswered all my questions along the way. I'd highly recommend for upcoming entrepreneurs who need guidance and support. Worth every dime!

These People are very professional at providing sales training. My team felt very comfortable and…read morewhen the training was over, their closing ratios increased by 36%

In a word, Impressive. I've never met someone like Mr. Jason…read moreGraziani before. Huge huge heart. A man of influence who gives back to our local church. His office is VERY high energy, yet he provides customized care. I have not seen a life insurance office that provides the one on one care that his office provides. I've also seen his leadership style and would highly recommend doing business with this man. Whether you are seeking a work environment or some place to help you with finances.

This is where you start when your serious about becoming an entrepreneur…read more We started our Texas team from this office, much respect to the Plano Office they treated our team like family.

I will be reporting you to the BBB and taking legal action…read more I hired Joseph Hanna of Hanna Consulting, and he has not delivered on the narrative portion of my plan. He does not reply to calls and last text he sent was he had a death in the family. His voice mail is now full so you can't not leave any messages. I did not do my homework on Hanna Consulting and will not ever trust an on-line company again. Crazy thing, his web page is still active, and he is now after some other person's money like Rich F. who wrote a review on 12/29/2020. Got him for over $5,000. web page is www.preparebusinessplan.com Hanna Consulting current phone number is 214-601-6801 Sad thing is I am trying to start my own business and I am trying to get ready for my meeting with the SBA and Wells Fargo and I am being scammed for trusting a company that has a web page. Joseph Hanna when you get to the Pearly Gates of Heaven, your reply for your actions will not be sufficient. Will,

Jay Jay Hanna of Hanna Consulting is Not to be Trusted, does not deliver on time, does not call…read moreback when running late, no character of integrity non transparent, moved to Vietnam to hid I feel from his client he Sh.... Over. I Did a Promissory Note for 1 week hold time back in November 2020 sent Him $5,000 I had 2 calls when it was running late by 3 days return then a week then two weeks then He went crickets on me. Took $5,000.00. Do not pay him anything by Zelle or Cash Apps he knows there are no refund policies on those apps he is a Con Man and playing a dangerous game with people's lives and money. He ran late on every business plan I asked for with my clients I recommended him to and had me looking bad on failure to deliver on time always blaming his Assistant Valerie. He Took another $400 extra from another client I had for some escrow on helping buy some property ???they never even finished a plan for or found a place to buy??. Not Trust worthy!