I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

Laurie is amazing! ! She took my books from being a mess to being perfect. She is a quickbooks pro…read moreadvisor and we have developed a friendship as well. She is the only accountant I would ever use !! Give her a try yiu won't be sorry

I had the best rep! She gets a five-star! ! I am very pleased with the professional job she did!…read moreThank you so much! My son referred me to y'all! Charles smith

I have been working with Jessica for over 4 years now. Her team is very professional but also…read moreattentive to your needs. There personable personalities make you feel right at home . They are very responsive and get your docs done ASAP. The best part about it is you don't have to come in to there office . You can send docs remotely. A+ in my book

Very thorough and professional. Honest and helpful business advise. Very inexpensive and…read moreconvenient. Was able to come to me and do a full financial work up of my business. Took time and walked me through the process of getting my business in line from start to finish.

She is very professional and quick with a great personality...and I have been referring her to…read more anyone looking! Awesome customer service!

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.

Catherine Reams helped me fixed a HUGE mistake someone else made on my previous tax returns and was…read moreable to get the IRS to come to terms on a reasonable arrangement suitable for my income. Catherine is brilliant and incredibly professional. She knows exactly what's she's doing. I have been with her for years. Her staff is very pleasant and helpful. I dread the day she retires but well deserved for her. Thank you, Catherine for care and concern about all of your clients. Best regards, Rene Carrasco

She's a super star. So smart and up to date with rules and regulations. She's given me better…read moreadvice than anyone time and time again. Her recommendations are personally crafted to the client. I trust her implicitly and have for over two decades.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

Working with Ambrea Lacy at iTaxSolutions was an incredible experience. Her knowledge and…read moreprofessionalism made the process of completing my taxes so easy, something I had never felt before. I felt safe, secure, and confident in her hands. I would choose iTaxSolutions and Ambrea a million times over for such a positive experience. Ambrea's communication is second to none, she worked with my schedule and captured all of my information in the most safe way. The service is absolutely worth the value received!