1. Partridge & Associate CPA's

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Scottsdale, AZ

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Partridge & Associate CPA's

5.0 (5 reviews)
Closed • 9:00 am - 5:00 pm

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Services - Partridge & Associate CPA's

Accountants

Audit and conflict resolution support

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Scottsdale CPAS, PLLC - Darren Roberts, CPA |  Managing Partner

Scottsdale CPAS, PLLC

(41 reviews)

I came to Scottsdale CPAs when my previous CPA came to their organization. My CPA retired and this…read moreoffice has taken care of me ever since. Darren first met me a few years back and met me on short notice when I needed something. When he saw what I was doing at my new business in 2016 he recognized I needed a planning session. In that session he made me realize I had to pay myself per IRS guidelines. Even though I was not actually profiting (putting money in my pocket) on paper I was. Fast forward to COVID19 and the PPP program...because I was paying myself a salary, no matter how small it was. I was able to get a portion of my PPP forgiven for my pay. Other's with the same franchise as I have, did not pay themselves and therefore 1) are not following IRS guidelines and 2) missed out on PPP and unemployment. This season I took a weekend and locked myself at a hotel to focus on cleaning up my taxes. It was a holiday weekend as well. I messaged Blake not expecting to necessarily hear anything until Tuesday. He responded within minutes to my email. We had some back and forth over how to enter EIDL, PPP, and even a grant from the city and county. All on a Saturday over a holiday weekend. What commitment. They get it that I am a small business guy that is stressed out. I think you get the idea. They are a solid 5-star company!

Blake Koolick and his team are easy to work with, communicate efficiently, and had our moderately…read morecomplicated tax situation handled quickly. Highly recommended, especially if you prefer all-digital communications (as we did).

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax

(2 reviews)

Country Trace

Saw the TV Show, it talked about everything I need re accessing my 401k, taxes, Medicare Premiums…read moreetc. Made an appointment. Got asked to bring a bunch of tax, 401 info. When I arrived, you can't park outside unless you use Vallet parking, the guy I saw never once asked to see the info I'd been told to bring, Stewart Willis was sitting in his office and made an excuse to pop in and say hi. The advisor made a few notes , most of my questions were about taxes, IRA conversions, avoiding Medicare Premiums like I'd seen on the tv show. He said he wasn't a tax guy but they had them and it was too close to tax time for them to do my taxes. He talked about investing my money and I had to ask what they charged. I was told I would get an email in a few days re a plan for investing. Never got an email or any contact. After several weeks I called them, was eventually put through to the guy I had seen who apologized for letting me fall through the cracks. He sent me an email requesting secure information most of which I had taken to the meeting. Didn't mention accessing funds or IRA conversions etc. I didn't send anything and have heard nothing since! My appointment was in March!! Draw your own conclusion re what you see on the show and what they actually want you to do!!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Cilliers, CPA - Traci and Philip our CPA partners

Cilliers, CPA

(13 reviews)

My mother-in-law first worked with the business owner on a professional level, i.e, at a business…read more She was always impressed by Philip. After many years of my in-laws using the same tax preparer, they needed a new one, and Philip was their choice. In summary, my mother-in-law has worked with Philip for a long time, both professionally and personally. After a while, my husband needed a tax preparer and my in-laws referred him to Philip. Philip is honest, efficient in preparing in returns, and he and his staff are friendly. I would recommend Philip and this business to anyone who needs accounting work. Philip even provided guidance for our taxes next year, so we could be prepared financially. As you can tell by the website, Philip possesses the education and credentials to help assist with your taxes or other accounting needs. I am not a math person, and this business makes it simple for me! Looking for someone to trust with your confidential information, this is your place! I highly recommend Philip and his team to help you with your tax needs! Thank you, Philip!

Would give 0 stars if possible. This firm repeatedly made mistakes on basic accounting tasks, then…read moretried to shift the blame back onto our company--even though we hired them specifically to handle our accounting. They refused to consider feedback and showed no accountability at any stage. After assuring us that tax services were included, they suddenly claimed they were "uncomfortable" working in November, right before tax season. Much of the work was outsourced anyway, and the overall professionalism was extremely poor. I do not recommend this company.

Partridge & Associate CPA's - accountants - Updated October 2026

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