I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

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.

Excellent tax preparation I am old and don't do well with…read moretechnology. Statewide does it all for me quickly and efficiently. They are very accommodating and a pleasure to work with every year. I highly recommend them no matter how complicated your return

I reached out to Curtis towards the end of last year after I was referred to him by someone I know…read more I explained to him what I needed for a non profit company I'm a volunteer for. He agreed he could do the work and we entered into an agreement mid December. He gave me a list of things he needed from us. The treasurer and I kept him updated on our progress on the things he'd asked for. By mid February we had everything ready for him that he'd requested. He said he'd get to work on our project. By mid March I reached out to him and he said that he wouldn't be able to really work on it until after tax season (end of April) ok no problem. We run fiscal year and not calendar year so that's fine. Beginning of May I reached out to him and he said he'd start working on it the following. Week. Ok. End of May I reached out again and he said he'd been swamped with the tax season but would start the following week. First week of June the treasurer reached out to him to see how things were going and we were told that he was getting started that week and everything would be completed and wrapped up by the end of of June 6/30. Well you can see what the date is and the rating. He didn't ever even start our project despite promising 6 different times he'd start working on it next week. The 6th time I told him no I was terminating our agreement and we'd be going another direction. I can't honestly speak for how he does as a cpa seeing as he didn't do the things he promised. Save yourself the headache and money and just look elsewhere.

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

Very honest, friendly and reliable CPA. We're retired She prepared our tax filing this year and she…read moredeliver on time very dependable best we ever had. We recommend her highly.

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!

Amy and staff are amazing, kind, trustworthy and who you want to use. Totally recommend for their…read moreprofessionalism and attention to detail.

From the owner: Legal Services to include: Land Use: Developers…read moreLand Use: Property Owners Code Enforcement Home Occupation & Small Business Contracts Estate Planning Wills

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

I was referred to this firm by a co-worker, and I'm so glad!…read more I'm currently writing this during the Covid-19 emergency that we're all living under. I have a small business, and am losing $15k/month as I try to maintain payroll. My bank (Capital One Spark) has left me out in the cold, as they're only servicing accounts that have existing loans attached. I totally get it, but I will be moving my funds away from them when I am able. I reached out to Sue @ Schram, who was incredibly helpful. She recommended a bank to help with the loan, and I submitted my application just now. If it's accepted, it means my payroll will be covered for about 4-5 months. It means I'll be able to keep my star employee. So thank you Sue. Looking forward to working with you for my 2019 and 2020 tax prep.

We have had Schram do our taxes, both personal and business, for a number of years. This year, they…read moretold us that the person who usually does our taxes was not available. It took quite some time for the very rude receptionist to tell us that she no longer worked there. We were assured that the new person would take care of things, just like always. Except, we could never get ahold of her and we couldn't schedule a meeting until after tax day. When we finally got to meet her, she had no idea why we were there, and was not at all familiar with our return. We will be taking our business elsewhere.

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.