MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

Cant get better than this! This team offers the whole package! If you need help handling anything…read morefrom business taxes, personal taxes, book keeping and sooooo much more! You won't regret using Great Oak CPA

From the owner: Quick Tax Prep- Business & Personal, accounting, tax, payroll, all inclusive monthly billing,…read moreQuickbooks, financial statements, tax planning, bookkeeping, Fast 1099 Preparation, set up books, clean up books, CPA, payroll reports

Bryan and his wife are excellent! I am getting on in years, 80 years old to be precise and am…read morebecoming rather forgetful. But they are both so kind and patient with me and my spotty memory. They not only handle all our personal affairs but also our Corporations and our sons taxes. I highly recommend their services for all your tax needs. Plus their entire staff is just as helpful and take the time to answer my questions. If the staff can't answer my questions and Bryan is busy, they will take down my concerns and either call me back with answers or either Bryan or his sweet wife will call me back with the answers I need. Nothing but kudos from me to these delightful tax experts!

If I can give a zero to this place, I absolutely would!!! Not only are they extremely…read moreunprofessional from the owner Bryan Struckmann, his wife Angie -the nice receptionist is gone and they replaced her with somebody who is as nasty as them to be honest. They will charge you full price and outsource your tax work. So they're paying somebody else pennies and charging you hundreds. Why are we FAILING as a country?! People like this business with poor morals, lazy attitudes, extreme procrastination and utter entitlement. They did not do my taxes on time, tried to blame it on the girl they fired (Who did inform me the correct information& couldn't defend herself[but I knew] this indicates extreme dishonesty in ALL aspects) LIARS & an email that I never received. Angie came out and was extremely rude, mumbled and went back to let the rude secretary deal with me when I was understandably upset. Bryan told me flat out on the phone he would work against my interests in a smarmy tone and the secretary nastily tossed my paperwork at me when I demanded it returned and let a real professional do my paperwork. DO NOT GO- MR ROPP PASSED AWAY. When I told him that he's costing me extra money WHEN THEY HAD MY PAPERWORK A MONTH ..."How am I doing that? [Bryan] He doesn't understand when your taxes are delayed you owe penalties?! When I told him that is when he got slick with his words and said he would work against my best interests. They are DREADFUL. FIBD ELSEWHERE

This firm has no business preparing business tax returns. They are not CPAs, and it shows. They…read morefailed to file my 2024 return after taking my payment, and the return they did prepare was riddled with mistakes--basic deductions like fuel and merchant fees were completely ignored. When confronted, they refused to take responsibility or issue a refund. Their incompetence cost me thousands of dollars, countless hours, and an enormous amount of stress. If you want your taxes done correctly, do not risk your business with this firm. Using a real CPA is a completely different experience.

From the owner: With over 25 years of experience, I started my own business to expand my assistance to our…read morecommunity. We are committed in providing excellent service. Our 3 tax preparers have the knowledge to assist in filing your tax return correctly with the best outcome possible.

This was my first time at Krater & Associates and I was referred by a family member (you get a $25…read moreoff perk for getting referred). I was taken care of by Kevin Corbett as he's done taxes for some of my family members in the past. Appointments are pretty straightforward at K&A. Kevin's questions while doing my taxes showed me how methodical he was and it was interesting to understand the reasons he asked (he explained to me some of the terms, laws, etc.). We managed to get through my complicated taxes and I was ready to be on my way. My experience for the first time was great at K&A, especially for such a dull tax activity. There were two things that I'd point out could be improved for my experience to be much better. 1. Up front transparency for cost of tax filing 2. Speed up of time doing taxes (I was there for 2 hours) All in all, my experience was positive and I thank K&A.

I have been filing my taxes with Jacqueline for 6 years now and she never disappoints! She is very…read moreprofessional and extremely knowledgeable in anything tax-related, always answers all of our questions thoroughly. Would definitely recommend her to handle anyone's taxes!

I left a review 2 years ago and now he's changing his response and since I cannot respond I guess…read morethis is how I have to do it. I am NOT the only one he has screwed over. I am in a moms group and many many many many people complain about how unprofessional this company is. We had to re do our taxes and shockingly got way more than $20 back. If he doesn't like how you ask a question or talk to him they refuse to do your taxes or mess them up. We found out he was putting business issues on our personal taxes and not doing the right deductibles as not only did my husband work but so did I and we claimed 2 children. Yes he did do my husband uncles taxes and if he is happy then that's all that matters but I still to this day would not ever recommend him and when the question comes up in any groups I'm in that ask about taxes his company comes up more than others to NOT use. He is still sending me emails and my husbands uncle invoices as hahaha I'm still doing his taxes which is very unprofessional and to me is wrong. He should have let it go when this happens as we did. He is not someone I recommend and one we avoid at all costs. We never stepped foot in his office as we did not live in Florida so he never kicked us out as he has stated and yes my husband did ask him what the fuck because we got nothing back on our taxes when he did them and that caused him to not send us the papers and told us due to that he was going to take his sweet time and we would get them when we get them and he proceeded to not return our calls to even try to explain or fix our concerns. As stated I am doing this review as a response to his comment since I cannot comment. Just not I am not the only one who has been screwed as again I'm in many Florida groups still and they all say the same about him If he had done your taxes and did them rigt and showed you respect and was professional I am very very happy for you as I wish we would have gotten the same service but unfortunately that's not how it was for us. I'm not looking to bash the guy (as he thinks I am) I'm just give an honest opinion. So if his feelings are hurt sorry but I have a right to say what happened to us.

From the owner: Tax Pro Buddy Inc provides tax services to the Cape Coral, FL area.read more

I own a small law firm and highly recommend Dylan, who has helped me with all of my tax questions…read moreand needs for the past several years as I have set up my law practice and have since expanded, hence novel concerns. Dylan brings calm to my chaotic questions, knowledgeable and saavy while maintaining the risk conservative tax optimization strategies that suit my professional needs. I also use Hissam & Associates for NY and federal personal taxes, which is as seamless of a tax filing process as anyone could hope for. Dylan always picks up the phone and is just a pleasure to work with.

Wow I am absolutely blown away 10/10 would recommend !!!! Dylan is the best in the business I went…read morefrom owing quite a bit in taxes to getting a return he even helped me to understand all the documents that I had to get and took the time to explain everything to me and he also helped me to prevent the same thing from happening again next year I can't say thank you enough! When you need your taxes done the right way give Dylan and his team a call