It is hard to find a great CPA/bookkeeper and I wish someone had warned me publicly about this…read morecompany when I was looking so I feel I need to write my experience. Do not hire Kedra as your CPA or Janet (who works for her) as your bookkeeper. I paid this firm over $10,000 for bookkeeping and tax-related services for my business, and I ended up having to catch and correct basic errors myself. I found wrong expense categories, personal accounts listed as business assets, retirement-plan money left on the balance sheet after it had already left the business, incorrect 1099s, and a serious 2024 tax-basis issue in work the firm prepared. When I asked them to explain the numbers they used and provide support for their own work, they would not clearly answer or back it up. They had all the documentation from me they would need to not make constant careless mistakes. I want to be very clear about one thing, because I expect they may respond by saying I was asking them to do historical work outside their scope. That is not true. I repeatedly told them I was not asking them to reconstruct old years or do a historical forensic project or even to explain anything to me that was not just about why they used the numbers they did. I was asking them to explain and support numbers their own firm used in 2024 work they prepared for me. That is very different. I tried to resolve this calmly and directly. Instead, I was talked over, dismissed, and even hung up on rather than given clear answers. Kedra often seemed too scattered or too busy to keep important facts, documents, and prior conversations straight, which made everything more confusing. What bothered me most was the lack of accountability. I caught error after error, and when I asked about them, they would change the item (proving I was correct that they were wrong) and never explain why it had been done that way in the first place even when I would ask where they were getting their data to keep making so many mistakes. These were not obscure issues. They were basic bookkeeping and compliance items, and they had the records needed to do them correctly. In my experience, this firm was unreliable, unprofessional, and not trustworthy with important financial work.

Extremely knowledgable and I didn't feel rushed like I sometimes do with these big firms on…read morematters. Strongly recommended!

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Tax Medics is professional and experienced. High energy, great personality, amazing knowledge…read moreand expertise. I was lost about some tax complications. I searched the irs FAQ's, and the internet, but came up empty handed. I called Tax Medics and had my answers within the first 5 minutes. Thank you Tax Medics. I am grateful!

Highly recommend Desie! First she was available at a time i was in a panic and needed to correct my…read moretax return ( on a Sunday). She listened to my concern and offered me free guidance over the phone, because of my stress level and her kind demeanor I choose to have Desie review my error, process and correct my return. She made the process seamless, which allowed me to relax and get back to my day! She is patient kind and very efficient. I will recommend and use her in the future.

Excellent and fast service highly recommended! He is very…read morethorough and helpful explaining everything

Amazing experience! LoneStar did my taxes for FY '23 via zoom and walked me through a copious…read moreamount of write offs under my LLC that I started this year. My potential tax return with H&R Block was $5,000. I had a feeling they missed a lot of write offs. LoneStar got me a $24,000 tax return and was substantially better versed on tax code than H&R Block and was a fraction of the cost. Highly recommend LoneStar for tax season.

We had lots of questions, but Elite Tax was Reasonable and responsive -- Thanks Cheryl!read more

Cheryl was an ABSOLUTE honor to work with. I used her for both my personal & small business taxes…read morefor the 2023 returns. She is very professional & communicative throughout the entire process. Her prices are very reasonable, especially for the work that she conducts. I couldn't be more happy with the service & look forward to working with her many more years down the road! Thank you, Cheryl!!!

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.