The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

Have switched over to this team at Triple D for 2 years now they have done an excellent job and…read morecame up as the highest recommendation via Facebook locally from local businesses w/ regular people who needed their taxes done. We were actually negative owing a few $1000 and legitimately had right offs the owner of the company really looked deeply at our items and was able to itemize to help us get a small credit instead of owing -- it was an excellent experience and this is our second year with 5 star service!!! Burleson/Fort Worth

I was referred to this firm by a friend and initially had high hopes. During my consultation with…read moreAshley, I explained that I had started a business in March and needed a reliable accountant to manage my books--categorizing expenses correctly, maximizing deductions, ensuring taxes were filed and paid on time, and keeping everything in order in QuickBooks. The consultation went great, so I hired the firm on June 1, 2025. Unfortunately, everything went downhill from there. A few weeks after onboarding, I noticed nothing had been updated in QuickBooks. I followed up several times, but each time I received vague responses or no response at all. Given that my business had only been operating a short time, there shouldn't have been much to sort through, yet months passed with no progress. As the tax deadline approached, I again followed up--only then did I receive an email stating I owed over $10,000. This made no sense because Ashley and I had never even discussed my tax situation. After expressing my frustration and insisting on clarification, she eventually discovered several errors and misfilings, which brought the liability down to about $5,000. She assured me that once tax season passed, they would finally get my QuickBooks cleaned up. It is now December 8th, and nothing has been done. My books have not been touched since June 1st. I had a one-on-one meeting in October to try to resolve this, and I sent multiple messages afterward asking for updates and explanations. My last message plainly asked why I was paying a monthly fee for services that were not being performed. I never received a response. Today, I officially terminated my relationship with the firm. I strongly do not recommend this firm. If you want communication, accuracy, or even the bare minimum level of accountability--look elsewhere. They made me feel like nothing more than a number, failed to update my QuickBooks, mishandled tax filings, and went silent any time I asked for answers

Catherine Reams helped me fixed a HUGE mistake someone else made on my previous tax returns and was…read moreable to get the IRS to come to terms on a reasonable arrangement suitable for my income. Catherine is brilliant and incredibly professional. She knows exactly what's she's doing. I have been with her for years. Her staff is very pleasant and helpful. I dread the day she retires but well deserved for her. Thank you, Catherine for care and concern about all of your clients. Best regards, Rene Carrasco

She's a super star. So smart and up to date with rules and regulations. She's given me better…read moreadvice than anyone time and time again. Her recommendations are personally crafted to the client. I trust her implicitly and have for over two decades.

Julie Self has taken care of both our Company and personal taxes for years. Very qualified and…read moreresponsive . We have known her for 40+ years and highly recommend her for your future needs.

Julie is amazing. She is helpful and always available for information. She is top notch and her…read moreprices are very fair. Easy to find and wonderful receptionist, can't say enough good things! She knows her stuff

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

Ms Somers does an excellent job taking care of not only our personal taxes, but also those of our…read morebusinesses'. She cleaned up after a lot of problems left over from previous accountants, and we have no idea where we would be without her. Highly recommend, she also is constantly tweaking her system to be better (every system lacks somewhere!) & I really appreciate her quick communication.

We spent over 7k dollars with her and still didn't get our taxes done. She over drafted our…read morebusiness account on numerous occasions. She quit at the last minute in December after I called her out on over drafting my bank account. Our new accountant could not believe what she charged us!. She is a RIP OFF.

My story starts five years ago before I even met Lavera Wright, I worked as a contractor for a good…read morecompany for four years. But because I was a contractor, none of my taxes were withheld. I was irresponsible with my spending, and i didn't know how to keep track of receipts or what my real obligations were in terms of taxes or exactly what I could write off. When I filed that first year after having a job, I got so scared when they told me how much I owed. Each year the amounts just accumulated, and I spent a lot of time avoiding serious responsibilities. I left that job after a while, and last year I met Lavera Wright. She showed me that I had nothing to be afraid of and worked seriously on my behalf to get my taxes reduced and to get me into a good standing. Today Lavera is more than just a tax professional, she teaches people how to better manage their finances and run their businesses. Lavera can even help with your credit, because of Lavera I'm in a better place where I can prosper and grow. This time, I'm learning to do it right. If you want more than just someone to do your taxes or help manage finances, come see Lavera, because she will both educate as well as fight on your behalf. This is the kind of person you need on your side.

Lavera has been a breath of fresh air through our credit repair journey . From the moment she…read more talked to me and my husband on the phone she assured us that our credit situation is fixable. Her reassurance really calmed our nerves and allowed us to see the light at the end of the tunnel. We are now closer to owning our first home as newly weds , thanks Lavera!!! -the Sirleaf's