I've been working with Barb at Appenzeller & Associate for some time now and she is the bomb! I…read morelove that she is a great accountant but also has a great personality, a rare combination. I have recommended her to several of my business associates and they have all thanked me for turning them on to such a great professional. I highly recommend them!

shipped multiple tax returns dropped at our door. No signature required - a a package thief's…read moredream. 7 social security numbers for the taking. Totally unprofessional. Barbara Appenzeller's response? "We have no control over the postal service." Well...you could ship it with a signature requirement (which is offered by the postal service) Novel idea.

Angela and her team are nothing short of Amazing. I called in on a Tuesday and had a meeting the…read morevery next day. I can't begin to think of another company and team I'd rather use. You get what you pay for, and doing the job right the first time (especially when it comes to finances and taxes) is pivotal in this industry (trust me). Stop shopping and make the phone call.

I am satisfied with their work…read more They are located NW of Higley and Baseline. Go North on Pierpont and it is the 5th building on the West side. Apple maps is wrong as of April 2016.

I spoke with someone by the name Ashley. She quoted me $1,000 a month for bookkeeping service even…read morewe only have 50 transactions a month. She also told me that they can't work with spas, wellness, or healthcare field. This place is definitely not for small business owners. Look elsewhere!

Tina and Katrina were so incredibly helpful, what a blessing this company was! I just started in…read moreaccounting/bookkeeping this past April, and have absolutely no technical background. When my company decided to switch accounting software, I knew trying to integrate QuickBooks Pro 2014 with XERO would be nearly impossible for me to do by myself. Xero has a support page online that will walk you through it, but I couldn't even grasp the first step. I can't tell you how amazing their guidance has been. Tina integrated everything for us and fixed all of the past accounting mistakes so we could start with a clean slate, and Katrina conducted an online meeting with us to show us how to use Xero. You have forever costumers in us!

1 Star -- Do Not Give This Firm Access to Your Business or Bank Accounts…read more Based on my personal experience, I strongly recommend avoiding BASC Expertise. This firm is overpriced, constantly nickel-and-diming for basic requests, and extremely difficult to work with. Simple asks routinely come with surprise charges -- asking for a small favor can easily turn into an unexpected $1,000+ bill. Over the course of our relationship, our taxes were messed up multiple times, which created unnecessary stress and cleanup work. Despite paying them thousands of dollars, accountability was never taken. Instead of addressing client concerns, anyone who raises issues is labeled a "disgruntled client" or accused of lying rather than the firm taking ownership of its mistakes. A major red flag: they do not allow clients access to their own QuickBooks, while simultaneously requiring full access to your bank accounts. Even worse, Deirdre inserts herself onto business paperwork, making it intentionally difficult to leave once you realize the relationship isn't working. The most alarming issue: during a legitimate contract dispute, they attempted to withdraw $36,000 from our bank account without permission or prior resolution. This was not authorized, was not agreed to, and happened while the matter was actively being disputed. That alone should make any business owner think twice before trusting this firm with their finances. Communication is another constant issue. Deirdre is frequently out of office or on vacation and often unavailable when you actually need support. Yet the firm has no problem charging premium rates regardless of service quality or responsiveness. Despite presenting themselves as a full accounting firm, there is no licensed CPA on staff. They will still try to operate as if they are indispensable to your business and push arrangements that feel unethical and heavily one-sided. There are far better, more transparent, and more affordable accounting services available that actually employ CPAs and don't lock clients into questionable agreements. Bottom line: If you value control over your own books, ethical billing, clear communication, and not having someone dip into your bank account during a dispute -- go anywhere else. Do not give this firm access to your finances.

I've been working with this firm for years. Deirdre has been our main point of contact for this…read moretime. The words that come out of her mouth do not match her actions. Over and over again she deflects, dodges and misconstrues directions to cover her mediocrity. The customer service is poor, the tone is rude, the messages truculent. This is while she touts herself as professional and above such petty behavior. If you like interacting with such people, by all means engage with this firm. Enjoy your nightmare.

I had a terrible experience working with Lucey Accounting. I initially contacted them to file my…read moretaxes, and they assured me everything would be completed by a certain date. That never happened and was no communication until I reached out a couple of times for an update. The person handling my taxes also made multiple errors. Put me as single instead of head of household which would have cost me hundreds of dollars. I know nothing about taxes as I am from another country and even I knew that it was initially filed wrong. A few months later I recieve a letter in the mail from the AZDR with late fees because 1- They never recieved the ammended return and 2- The money was never taken out of my bank account in the first place for the state amount. Only the Federal. I contacted Vanessa and she wanted me to fix it and call the state and get it figured out. I mentioned to her that I know nothing of taxes and dont understand the lingo and that is why I hired her. She resent the ammended return and I decided to pay the late fees to avoid any future issues. I have sent her emails asking for proof or a tracking number of the resent files and it has been a few months and still have not recieved anything. I would not recommend this company to anyone looking for reliable tax services. They lack professionalism and communication, and their mistakes cost me both time and money.

My family and I have worked with Lucey Accounting on a number of projects. At all times they are…read moreprofessional, organized and totally unflappable; whatever we ask them to do. They also keep us focused by regularly feeding back to us progress to date and where we are against often very tight timelines. I cannot recommend Vanessa and her team highly enough and shall certainly be engaging with them again in the future.

My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

Jeff has done my tax return for the 3rd year. Very satisfied. The location is very convenient.read more

I have been a client for over 10 years and I can share with you that this firm is very innovative…read morein tax consulting but within IRS regualtions. They are responsive to details and communicate clearly what you need to do in complicated situations by discussing options. If there is a question, it will get researched with great follow-up. I have saved much more than their reasonable rates. I sleep good at night knowing IRS win't be knocking at my door. William G.

Irene is amazing! She is helping us with our new business. She is so full of knowledge and is…read morealways willing to help her clients. She does an amazing job!

Unfortunately, Kufner Bookeeping Services was an awful experience for both of our companies. Irene…read moredid not fulfill the job she had originally set out to do several months ago. When we first connected, she made many promises and explained she would set up a plan for our revenue / expenses. To the contrary, she made many, many errors and mistakes and we were completely dissatisfied with her services. She was unprepared, unprofessional and simply did not do a good job. When told about her performance in the last meeting, she did not try to reconcile or work with us and simply ignored our emails. We asked for the month of June to be reimbursed but was denied. We will keep spreading the work on how awful this experience was and let others know that she takes money without rendering services correctly. We are now left with books with multiple errors and using our time and money to fix the mess she left behind.