Just closed on my first home! If you want some someone who is going to have your back and provide…read moreknowledgeable accurate information then I highly recommend having Candy as your mortgage broker. Candy was very thorough. She looks at the future of your home ownership not just the right now. Day or night I would text Candy at random times with all kinds of questions , she always responded being sure to answer in detail very important when buying your first home. Even when I tried to go with the builders lender for a lower rate she was there able to match it and workout lower fees and I was glad that she worked it out bc the other lender didn't care or take the time to explain their numbers or the process. Don't choose a lender that doesn't call you back timely or half ass explains what you need to have and do for better rates and pricing. I feel confident in that my lender looked out for my long term interest in being a homeowner. Choose Candy, you will be happy that you did!

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!

Toby and his team have been my financial advisor for over 11 years and as a retired professional…read morethey have done a excellent job managing my finances.

We have used Margie @John Hartman for our business & personal taxes, LLC, etc…read more They are very professional, great response time to questions. Highly recommend.

This Review Will Cover My experience of last Year Return and my most Recent Tax Return. Last Year I…read morewas a 1099 Tax return, give it a 6/10 was there 30min but charged for an hour, John was not thorough. Assumed it was me not asking the right questions and gave them a second chance this year. I was a 1099 Independent Contractor with a Small business LLC that has been open for 3 months. Day of the appointment, again, there for 30 min, John said I would owe 11K in taxes and recommend an LLC to not have to pay those taxes, I was confused because I indeed already had an LLC , and clearly someone missed all my paperwork I input on their organizer. John took a look at my LLC and said "Nevermind, I'm gonna have to redo all this" I left Extremely confused. I called twice and all they could say was " We will let you know if we need anything from you" WHAT!?! WEEKS LATER I get an email stating taxes are done. I was charged 600 for personal, again, charged for an hour that I was not there for, then, 1,300 for business taxes, AND 800 for someone to go through my quickbooks. I had requested 1 HOUR of Quickbooks Organizing. No acknowledgment to the mess up and almost putting me 11K in Debt! No Communication to what is going on. My FIRST time filing for my 3 Month old Business and The Worst Experience I could've had. I Paid My Bill, and I Won't Fight over 3K because I have other this to worry about, but definitely want to help anyone out there looking to file your taxes. Don't come here, There is better out there, Period.

We have been with Stack Bookkeeping for 6 months. They are really easy to communicate with and I…read morelove the service that we get from them! Would highly recommend if you're looking for a bookkeeper

I get these calls all the time and have done this one time before and didn't enjoy my rep from that…read morecompany I got a call from Izzy about a loan he was very personable and professional told him about my last experience with other company and he assured me that's not how they do business so I went through with it he was amazing communication was top notch and his speed of the loan process was great may have found my go to when my business needs funding

I'm here to resolve your debt collector issues at credit services DFW my goal of to get you debt…read moreAlfred fast and negotiating with debt collectors to resolve any matter on any debt

WOW i can believe the great service credit services dfw my score was horrible now my credit score…read moreis better I'm finally in a house the representative miguel marquez has so much acknowledge about credit and how to negotiate with debt collectors on my favor thanks :)

Waterloo Mortgage is a FANTASTIC company! A friend referred me to Daniel and I'll say - my…read moreexpectations were blown out of the water! We had to close on our house sooner than expected and Daniel had everything worked out with time to spare! He even hooked us up with a great home insurance and car insurances that were significantly lower than what we had before. Daniel's follow-up after the purchase and continued investment in our relationship has been great as well! If you are in need of any time of mortgage loan or refinancing I highly recommend Daniel and the team at Waterloo!

Waterloo Mortgage deserves more than 5 stars. Daniel literally went above and beyond by getting on…read morea plane same day of close to make sure the deal got done. The process went as smooth as possible for what, frankly, I didn't think could be done. Great company and great person to work with.