It is a pleasure to work with Flatiron Advisors. The staff is friendly, knowledgeable, patient, and…read moreefficient. They add a distinctly human touch to what is ordinarily an impersonal and objectifying process.

I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.

Thank you to my fantastic team of George, Erik, Randi, Jeannine, Joe, and Veronica for their…read moreexpertise in helping me protest my tax assessment, which was a complex issue involving 2 states and 10 years. I appreciate how professional and most importantly, effective, they were in handling my case to a successful resolution. Extremely grateful for their services and would recommend to anyone. Thank you!

What a great experience! I really can't say enough about how…read moregreat it has been to have Adam and Jordan in my corner! I had some significant IRS issues I needed to clean up and Timberline made it very easy on me! From the first phone consultation I had with them, I felt like a heavy and intimidating burden had been taken off of my shoulders. Great communication and excellent follow through! They did everything they said they would and they we always quick to respond, no matter how many questions I threw at them. Dealing with tax issues is never pleasurable, but these guys made it a very positive experience! -Steve

We had one good year with this firm. For 2017 they prepared our individual taxes, including…read moreSchedule C for an existing home business. Brad also gave us some good advice about creating a new bed and breakfast business that we were planning. For 2018 the situation was not as happy. We created the bed and breakfast as a limited-liability company partnership, and asked Brad's firm to prepare the tax returns for the LLC as well as our individual returns. After looking at the paperwork for a few days, Brad called on February 28 and declined to do any of the work, saying that he didn't have time to make the March 15 deadline for the LLC filing (we turned the paperwork in on February 25), that this was not what he was expecting after our conversation last year, and that he didn't appreciate having this sprung on him. He advised me to find another firm to do the work, and asked me to come in and pick up my paperwork. He did not offer to file an extension for the LLC (I later found out there is a form for a 6-month automatic extension), and did not offer to do the individual returns if we could get the LLC return finished somewhere else. I thought it was unlikely I could get a new CPA at this point, and was not aware of the possibility of getting an extension. After some studying I decided that the TurboTax Business program could probably do the LLC return for me, without getting an extension. I spent about 2 days studying the forms and instructions, and about 2 hours entering and checking the data, and was able to file on March 4 without too much trouble.

From the owner: Professional CPA firm offering accounting and bookkeeping, tax planning and preparation, estate and…read morefinancial planning, and valuation services.

I would give zero stars if I could. Anu made an error on my taxes and then failed to resubmit. I…read morewas charged $500 for her to fail to do her job. I have contacted her several times by phone and email and she has not responded. Do NOT use this service.

As a business owner for 49 years, I have used Delta Effects for my business and personal tax…read morepreparation for years. The owner, Anu, is consummate professional and a kind, fine person. Her tax prep has been efficient and flawless and yields great returns. I highly recommend Anu and her team for business accounting and tax prep, they are terrific.

I've been getting my taxes done at L & L for almost 10 years and I've been happy with the work…read more It's a small office but it's efficient, and I'm usually not there for very long. Ed Wolf also gives good advice, and I usually need it as a small business owner. No one enjoys getting their taxes done, especially if you have to pay them quarterly. But you have to do it and this is a good place. I would recommend making an appointment with Ed, even if you have to wait longer for it.

Ed Wolf and associates have been preparing my taxes since 1993. Ed is a wonderful human being and…read morehe sorted out a rather complicated change from a non-profit to a person and my move from Kansas to Colorado. Ed has warmly received my calls for various questions through the years. He and his staff have a great sense of humor, which I appreciate especially during tax season when I know they are all busy. I moved to Missouri and later to Chicago and I continue to have my taxes done by Ed and his staff. They have handled my taxes competently and efficiently. I know that with Ed and his associates, help is just a call away.

We used D&C for the past 2 years for our Small Business and personal returns. While competent, they…read moreare very hard to get ahold of during off season, not returning calls or emails for weeks. They never pick up directly. Seems like they are not interested in helping with problems outside the norm.

Did a wonderful job with not only personal taxes but my…read moresmall business taxes as well. I worked with David and he went above and beyond and was very patient answering all my questions. Will be back!

I looked into becoming a client with Accountability Services. They very strongly want you to buy…read moretheir services for what they call a strategic roadmap and wanted me to pay them $9500 just for that. When I asked for an example of strategic roadmap or for a list of what was included in it they would not give me a direct answer. They pontificated about how it depends on clients situation and said it's a heady and complicated subject. They were very prompt in sending me requests for payment after every interaction I had with them but didn't answer a single one of my questions asking what was included in their services. My experience aligns with the poor reviews here. They like to say "our teams knowledge and experience makes what we charge worth it". But I'm sorry saying that you're knowledgeable does not make it so. When they can't even show a basic understanding of what a good financial plan should include by at a minimum putting into a list what it includes for potential clients that does not instill confidence.

I recently received a letter from the IRS saying I owed over $130K in back taxes that nearly gave…read moreme a coronary. I was referred to Ernie by a close friend. He talked me off the ledge with his down to earth demeanor and patiently walked me through how to respond to this egregious error on the part of the IRS. He was extremely knowledgeable and professional. I just heard that the government is admitting their mistake and I that I no longer owe them this exorbitant amount. I am incredibly grateful to Ernie for helping be with what could have been a completely devastating financial situation.

Brief update: (this is the same business as Henry, Waters and Associates) We used them again for…read moreour taxes this year and got the same great service. It was especially speedy this year, taking only two weeks to get our return back.

Henry Waters & Associates has been handling our business taxes and book keeping for several years…read more Their knowledge and experience has saved us thousands of dollars in taxes. I also know that when they handle something, it's done right the first time. I can highly recommend Eric, Steve and the entire team!

I was in a bind and needed last-minute help with filing, and Christine truly came to the rescue!…read moreShe handled my taxes with efficiency, professionalism, and expertise. She made what could have been a stressful situation feel reassuring. I found her pricing to be very reasonable--especially considering how quickly and accurately she got everything done. Highly recommend!

From the owner: As your CPA and Financial Advisor, I’ll help you corral the chaos and wrangle your finances into…read morethe corral of increasing profits. | S Corporation (S Corp) Elections & Optimization | IRS Tax Issue Resolution | Business Coaching | Catch up bookkeeping | Bookkeeping Optimization | Start-up Issues | Revenue Recognition & Job Cost Accounting

Paul Mueller and staff have been amazing to work with - diligence, competence, honesty. So highly…read morerecommend them! AND, they steered me toward QuickBooks online. All I can say is WOW....the hours of work this saves me in terms of tedious things it now does for me, for no mistakes, payroll taxes computed/paid/reported for me. Clean records that do not need to be compared with an outside person doing quarterly reports anymore. Had I known I would have done this so much sooner! Add to that that Mueller and crew can jump in and help me without my sending an accountant's file. No more backups, loading software updates. This is one of those AMAZING things that are so few in life - what you get is so much better than you can imagine and so worth the $!

From the owner: Our Why We have fun…read moresharing our expertise with our clients, within our community and among ourselves so that everyone achieves more than anyone thought possible. We live our Why by providing business strategy & consulting, entity selection, tax consulting, QuickBooks setup & support and Outsourced Accounting.