I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

I spoke to Niki and asked specific questions to test her competency. I asked if I could do this and…read moreshe said ok. As far as I'm concerned,she failed miserably. I do not recommend her if you need someone who really knows the intricacies of taxes. I also asked if there are any differences between an EA and CPA and her response was that both can do exactly the same things. My specific question was if I want to make absolutely sure that I am not hit with penalties, what is the sure way of doing that. I told her my assumptions was both my wife and I are retired and no W2 and AGI of over $150,000. She spoke of things but not what I was looking for which was the Safe-harbor rule of making estimated taxes of 110% of last year'sl AGI. The things she mentioned were not going to protect me of penalties. The following is my response to your response. I have given you ALL relevant information to determine safe harbor amount. I interviewed another accounting professional (CPA) and gave the same information that I gave you. First response was safe harbor rule. Hopefully, this will help you in your work with your clients.

I have been with Jeri for years and there's a reason all her ratings are 5 star. She's extremely…read moreversed with all the new tax laws and has a no nonsense personality which makes her efficient, fast turnaround and a heart as big as an elephant. I've moved out of the area but still drive over 2 hours to see her ... she can't be replaced !!!! She's helped me become more financially educated than anyone else in my life. I'm not a betting man, but if I was I'd bet my tax return that you will be as happy with her experience as I have been. Thanks so much Jeri !

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

Mark helped me a lot with tax advice. He provided so much information and gave me a lot think…read moreabout before making an important decision.

Pro's - Exceptional…read moreservice - Friendly, positive, knowledgable - Pro's at both corp and personal taxes - Very reasonably priced - lower than estimate - Highly recommend! Con's - None at all My wife and I recently switched over to HK Associates when our long-time accountant retired. Harjot Khangura has done a great job helping us transition both our S-Corp, and our personal account. He's professional, responsive, and easy to get along with (both in person, and online.) On a technical note, HK's Tax Dome (their document upload portal) is easy to navigate and was helpful in keeping everything running smoothly. Harjot made migrating to his firm a positive experience, (critical because we received zero help from our old accountant). We highly recommend Harjot for both personal taxes as well as corporate taxes. DW

My marketing agency has been relying on Harjot and team for 2.5 years now, and I have been…read moreextremely satisfied with our partnership together. I have found my corporate and personal finances to be in a fairly complicated phase due to prior CPAs not supporting me at the level I required, but HK Associates has been able to help navigate me through much of the challenges. Harjot is very understanding and passionate about handing my needs, and goes above and beyond what is expected out of a CPA. His guidance and knowledge is very appreciated!

My family members and I have been going to AI Financial for many years and have always received the…read morebest of service from the owner, Henry Hache. I just had my 2018 taxes completed with Henry this past week and, once again (as always), felt well taken care of, and left satisfied that I'd received the best tax filing experience possible. I can't wait to get my tax refund via auto-deposit and never look back (until next year). P.S. I like the family feel of AI Financial; it never feels like a stuffy, cookie-cutter process handled by random tax preparers in cubicles like some other places.

Henry always takes great care of me!!! I can always count on him reducing my tax burden. And he…read moredied not charge a fortune !!!

Brenda is awesome, I have never met anyone as smart and well prepared as her. Not only did she…read morehelp me fix my quickbooks after months of neglect, but she helped me file my past tax returns and set up a system to keep me organized. It wasn't just that she knew what she was doing, it was her help with every step of the process and her sense of humor that kept me plugging along until everything was done.

Brenda is super knowledgeable and sharp. She did an outstanding job on my taxes. She also gave me…read moresome good advice on another tax situation which I appreciated. I recommend Bean Counters.

Hanh is an absolutely fantastic CPA. Her services to me really embody what features 2024 should…read morehave for those who want it: asynchronous online communication, form uploading via a secure portal, and a very timeless high level of personable service. She really is so receptive to questions and clearly knows her stuff. I find her very easy to contact at any time. She has a variety of services, so if you need anything, sending an email or calling her to ask about them is a great first step.

Been using Hanh for a couple years now. The online system makes uploading documents super easy…read more Hanh replies to all emails quickly and answers them professionally. Taxes are sooo much less dreadful than the in-person way I used to do.

Great place for tax preparation services. Kevin has been doing my taxes for years and it's been…read moregreat

Best move I made with my money and to start investing for my children's future college funds. My…read morewhole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends

Good old Brenda. She never raised the price for the last 7 plus years…read more I highly recommend Tax 42. Don't go HR block. They might charge double. Thank you, Brenda, for taking care of my tax returns. You're the best!

I first contacted this organization weeks ago. Their voicemail instructed me to text rather than…read morecall, which was unusual, so I followed their instructions. I received a reply stating they were on vacation for two more weeks and would respond when they returned. They never did. After waiting, I reached out again and was told they were working through their backlog and to allow another day or two. That was over a week ago, and I've still received no response. For an organization that exists to support people, this level of communication is unacceptable. My situation is deeply personal and time-sensitive, and being repeatedly ignored has been incredibly disappointing. At the very least, people deserve timely communication and the courtesy of a response.

You start talking taxes, numbers, and forms at me, and all I will do is stare at you blankly until…read moreyou finish. Then I will promptly say, "I have no idea what the heck you just said, but I know Paula at NumberCrunchers speaks your language." Paula and her incredible, more than just an assistant Dee, are thoroughly amazing. Every year they take the time to explain to my husband and myself what we need to be doing in a way that we understand. I love that Paula is no nonsense in a truly loving way. She's only just an email away! Also, Paula inspired me to write a book based on the first conversation we had about doing our taxes. Thank you, Paula and Dee, for always taking care of my crazy family!

You have tax problems? Or you just want the best? Go to…read morePaula. Want to incorporate? Want to do run a business "above board"? Go to Paula. As long as #crunchers is around I will NEVER have another accountant. This firm lives and breathes on tax law. And they treat you like family. Nice to have that kind of professional on your side. I could not run my small business without them!