Melissa is amazing! As a small business owner it was a bit overwhelming with all of the paperwork…read morethat kept building up, the time came to hire a bookkeeper and I set up and interview with Melissa based on the good words of another small business owner. It has been 3 years now that we have been working with Perfect Balance and the experience has been the best. Melissa keeps everything very well organized, she has set both our businesses up on Quickbooks so we can see everything at the same time. Everything is ALWAYS done on time and if we ever have any questions or concerns they are answered and explained right away. She literally takes care of everything for our business! Invoices, Payroll, Filing, End of Year and everything else that comes up at a very affordable rate. I have recommended her to several people even including my own parents who use her service as well and are very happy. If you are ever in search of a great bookkeeper, I highly recommend Perfect Balance Bookkeeping!

Melissa has been my bookkeeper for over a year and having worked with other bookkeepers, she is a…read moredream come true! She manages everything without my need to be involved at all. She is always willing to do more analysis if I ask her and has even helped me launch a new business. She is organized, detail oriented, reliable, and really really easy to work with! Highly recommend Melissa!

Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Looking for a CPA and this one came highly recommended. I tries for several days, using their web…read moresite, sending an email and calling their 800 number and it took several days for someone to actually get back to me. Turns out that they all work remotely and there will not be a brick and mortar place where you can talk to someone. Had a zoom call with a person located in Tennessee who was pleasant and seemed knowledgeable. They reviewed past tax returns and were quick to provide a quote but then when I emailed for clarification several times I received no response. Felt like I could not hire a company where it was virtually impossible to get a timely response and that includes the individual who apparently owns the company and who after several days sent me an email but didn't respond to my response

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.

Looking for a new CPA after years with our old one. Had an appointment with Carrie and I liked her…read moreimmediately. She's knowledgeable and was more than willing to speak to our financial advisor about perhaps changing the way we invest to mitigate our tax burden. Everyone I met during my visit was professional and very pleasant. Think this is going to be a great find for a CPA.

This was definitely the WORST TAX EXPERIENCE I HAVE EVER HAD and I wish I had not read any of the 4…read more"good" reviews that were posted as they were in no way indicative of my experience! In over 30 years of using tax accountants, I have NEVER had an accountant refuse to sit down and go through my account with me, and I have NEVER been handed my return at pick-up time with absolutely no communication, no explanation, NOTHING! Not one word about the return or how things were handled, just a fat bill and a see ya later. This was so beyond unacceptable!!!!!!! I could have gone to H&RBlock and had way better service, way better communication, and for WAYYYYYY less money. This was just a mind-boggling horrible experience in every way and I would suggest you look ANYWHERE else for any tax help!!!!!!! I would seriously consider that the 4 reviews posted, for a company that has "been in business for decades" ???, may not be legit.

If I could give her 10 stars....I would! My family and our restaurant needed a bookkeeper in a bad…read moreway and ASAP. Melanie jumped right in and helped us. She went above and beyond what a normal bookkeeper does and we would've been completely lost without her. Not only did we gain someone knowledgeable about the restaurant business, we gained someone who has our best interest at heart and someone trustworthy. She was/is available to answer any and all of our questions day or night and walked us through any confusion we had. Thank you Melanie!!

Melanie is awesome! She helped organize our books and continues to keep us in line. It's hard to…read moretrack your business if you dont have the numbers and now we are able to track the small itens! She knows her stuff through and through!

I just started using Patti and can say that I feel very fortunate with finding her. She has…read moreassisted me greatly with understanding the in's and outs of my new business as far as taxes and such go. I dont know where I would be without her and I look forward to a long business relationship with her.

From the owner: Small Business and Individual Tax Advice and Preparation. My comprehensive online portal makes it…read moreeasy to exchange documents and progress with the completion of the Tax returns. Unable to accept new clients.

It's a rare thing to be able to describe an experience as perfection, but our time with Pioneer…read moreaccounting has been exactly that, perfect. The world would be a different place if everyone conducted business this way. The team is easy to get ahold of, knowledgeable and patient in a way that sets your mind and heart at ease dealing with a subject that can cause a lot of anxiety. Truly outstanding service.

I've waited a little while to write this review because most business relationships start well and…read moreenthusiastic but kind of fizzle out. This is not one of those situations, they have continually and energetically kept up with my demands as they've come up and have been a true asset to my businesses. They have been true partners in what has taken the majority of my time and given me peace of mind on the accounting side of this crazy new world of business. I can safely say that without a couple of key decisions that were made in part by some crucial pieces of information provided by pioneer accounting, I wouldn't be here today and both shops probably would have folded. On time, dependable, communicative and easy to understand, hiring this group was one of the best business decisions I've ever made.

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

Very pleased with my tax preparation experience with Dimov. The team was responsive, and…read morecommunication felt transparent. I filed later and required an extension, so my expectation was that things would move a bit slower. In the end, I felt the team did a thorough job and handled my filing with expertise and care. I'll work with them again and highly recommend to others.

UPDATE: My accountant, Scherie, reached out to set up a call and get my questions answered, so I…read moremay update the rating later on. She apologized for the poor communication, which I appreciate--though I'm not sure why the administrative assistant (whose role I assume is to communicate/schedule on behalf of the accountant) is less communicative than the accountant herself? They are very responsive when trying to get your business, but as soon as you pay they disappear off the face of the earth. I have no idea what the status of my tax return is, nor whether the proper returns were even filed. One of the state tax departments reached out to me asking me to pay more and Dimov tax will not even confirm whether they filed that return, nor advise me on what should be done. The "administrative assistant" assigned to my case has not responded to my emails for a week, and when I try to call her it instantly gets sent to voicemail. I'm not sure what kind of people get 5-star treatment here, but it's certainly not everyone. In the past, we've also tried to schedule calls due to difficulty communicating and getting answers over emails, but the staff made it extremely difficult to do so, asked for what our questions were over email, and then gave non-answers to the questions and cancelled the meeting saying that the questions were already answered. I wanted to give the benefit of the doubt that it was peak tax season when we reached out and hence we had difficulty reaching them, but the pattern is very clear: when they want payment, they will respond; after payment is given, service drops to almost zero. I would highly advise you to stay away from this business.

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.