Yelpers hope y'all good and taking care of YOURSELF first! YES. It's OK to be SELFish! With that…read morebeing said, make sure ya money right and that's where Jeff Badu Services could assist! CONTEXT: Getting older (every day) and financial security is a priority to me, and I wanted to see where all my bread goes! Y'all know I love food! LOL. I wanted to set some budgets and goals with a trusted advisor. WHAT I GRABBED: Financial Advisory for the year, quarterly minimum with access to Jeff and team for financial planning as needed, discussing/planning short to long-term financial goals. COMMENDS: Jeff is clever af. He was able to drop gems within the first 10 minutes of our conversation based on my situation. I'll speak on one, an investment with my savings that netted me a couple of hundreds within a day. Now results will vary based on what you investing, but gains indeed! RECOMMENDS: Have a discovery call with the team to see if Jeff's team can be of assistance to you and your situation. OVERALL:/VALUE: 5/5 Great value so far. I've only had one session and starting on my plan with optimism. I did have trouble contacting the team at the beginning around holiday time and expressed my concern. Jeff Badu, the CEO, reached out to schedule a follow-up and explained the miscommunication. I'll follow up as the year progresses with updates! WHAT I'M VOUCHING FOR: Solid financial advice based on your situations and a range of other services around tax planning. Until next time Yelpers, LOVE, LIVE, and STACK!

I was referred to Badu Tax Services by another Tax accountant, the initial meeting seemed promising…read moreand some of the employees were very helpful, but when it came to actually getting taxes completed my tax preparation was rushed. Here is why I know that: the email responses I was receiving were usually a 5-7 day late during tax season, they were overwhelmed by the number of customers, my taxes were higher than what I was able to obtain though another CPA. In addition, I requested to be removed from their mailing list back in November 2024 and still receive emails about follow ups and promotions despite me being a customer. This just reminds me about the company that took $2,000 for services that didn't offer the value I paid for.

I don't have enough good things to say about Holly and the team at Frenzel Consulting. They did our…read more2019 taxes, and were available for numerous unrelated questions regarding taxes, unemployment, etc. for months following the completion of their services. We will be back next year and recommend them to anyone in need of their services.

Business was shabbily run. CPA was very difficult to contact, her staff seemed disorganized and…read moreuninformed, and my family had to take an extension on taxes for first time. There were unexpected circumstances that slowed CPA down, and she did apologize for the problems.

Working with Monika has been one of the best financial decisions we've made. Her depth of knowledge…read morein tax strategy is impressive, but it's her ability to tailor solutions specifically to our situation. She just didn't do our taxes; she built long-term strategies that support growth, protection and financial confidence.

I am a business owner with multiple companies and have been using Decision Financial for all my tax…read moreplanning and prep. I have had a really great experience, incredibly smooth and efficient. Monika and her team are fast, accurate, and extremely professional and communicative. Their portal is super helpful for organizing information and discussing my return. I love working with them and I plan to use them for many years to come!

First time coming here,…read more Thank you to Karrie Lewis for helping me with my Taxes this year. My Father does my taxes through TurboTax and it looks like I was owning more to the IRA than normal but thanks fully I was set up with a professional Tax person in Karrie to help me out with my situation. The Friendliness and kindness that Karrie and the staff there was great. Ill be back again because of the customer service I got from Karrie and the Staff. Thank you and God Bless.

So I had unreported income from the sale of a home in looney California from 2020. The notice says…read moreI owed 11k. Enter Jamie, a shark, and she spent an hour filling out my tax return. At one point 3 different people were working on my situation making sure all was done right. In the end I only owed 300 bucks.... Way better than 11k!!!!! Tax time was great and I would not go anywhere else. Also ask Jamie about her cute furbabies!!!!!

My husband and I use Altland and Harris for our personal and small-business taxes. Most our…read morecommunication is over the phone and email, but i go visit in person on occasion to sign documents and review the big picture. I've found their small team to be very friendly and capable. We aren't always the best at getting our paperwork turned over to them in a timely manner, but they have always been very patient and accommodating with us. And the few times we've gotten letters from the IRS, I'm relieved to have them on my team as it's taken care of without much hassle. We were briefly with a different CPA, but weren't very pleased there. Then we met Mr Harris through the SBDC in Plano, where he was volunteering his time to council new small businesses on tax issues. Liked him much more. Plus, to me, it says a lot about their character to volunteer in the community.

Communication is subpar. I felt as if I was begging for a response. Maybe they have too many…read moreclients. I don't know. Maybe my business and personal needs were beneath them. I don't know. I sent them personal and business information to help with our taxes in April (already late). They advised us the bookkeeping and tax filings would be finished at the end of May. It's now the end of June and no reply from them. My last email to them was sent last Friday. Originally they stated they had email problems (in April) where for almost 2 weeks no emails for their company were coming through to them. This should have been a red flag. Unfortunately, I don't recommend this company. A previous reviewer mentioned the attitude of one employee. I experienced the same.

Have used Gayle and M&M Associates for many years! Always a great experience - she answers our…read morequestions without any hestitation and in wording that we understand. Stays on top of tax changes year after year and lets us know if anything needs to change from a tax view point in our business and personal finances. Use with confidence!

Great company that takes care of their clients. Have helped my parents for years with their taxes.read more

this is my second year working with Lisa and each year I appreciate the professional, timely and…read moreaccurate service provided. she's affordable. She's very efficient, knowledgeable, and talented in her profession of tax services. I feel confident when working with her. She's always responding timely when I have questions and I look forward to working with her next year

Great company. Very professional and efficient! They have been doing my taxes for several years…read moreand always help me with any questions I may have.

If you value your money, time and energy DO NOT use this woman. I left because of constant lack of…read morecommunication, constant errors on my returns and eventually when I decided to leave, in childlike form, she gave me zero access to my quickbooks information that I legally paid for so my new accountant had to start from scratch during the dead middle of tax season. Upon finding a new CPA, it was brought to my attention that she's not even a college educated CPA. You're probably better off going to H&R Block. I'm legitimately not trying to be petty but it's an absolute nightmare with her. I overpaid in taxes every year. I was so far paid up that when I started with my new CPA, I was told to not make a 1st quarter payment because I had paid so far ahead. Completely unprofessional in every sense of the word. Keep your money and skip the headache.

Very thorough. They will give to you straight and blunt. I recommend them for anything small…read morebusiness.