Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

Our accountant of 28 years retired, and we had to find a new accountant. Lynn was thorough…read moreand-quick.

Outstanding service, quick, and kind. 100% they won't sell your data Ike H&R Block will.read more

IF I COULD LEAVE 0 STARS I WOULD HAVE. Jason Reidt was…read moreEXtreely rude to my wife and I. We arrived to our appointment early. When we entered the office we were coldly greeted. We were the only coustomers there . We sat in the lobby until 7:10 P.M The appointment was for 7:00 P.M. That's not the issue . The issue is the way that my wife and i were treated. Jason was overly rude! I understand that it was 7 P.M . But if time was the issue why make my appointment so late? Haha Jason even threatened my wife and I. I am very disappointed at how HNR Block treated my family. Jason repeatedly called my wife a lier. Told my wife and I that we were wasting his time. Honestly I was a bit shaken. Shame on you HNR BLOCK SHAME

100% worth going here, whoever says otherwise... girl pls . I went with Mark the most sweetest…read moreperson ever! He was very thorough with explaining to me how it works and what will be going on. Super communicative and Transparent with the process. Also offered drinks, coffee HELLO?! super sweet reception. first time doing my taxes and they helped me a lot by understating how things work and what ment what. overall very helpfully and a warm welcome place. ALSO i checked the reviews for fun, there is no Jason here that works here so .

The initial consultation was obligation-free, no sales pressure at all. We were relocating from…read moreanother state, and attorney Grayson Chester graciously took the time to answer many questions and give us a great deal of useful information. After speaking with Grayson, we were very comfortable going forward with Rehberg. This was not our first estate plan, and I have the utmost confidence that Rehberg handled our planning carefully and correctly. The education, resources, experience, and ongoing advice they offered give me a lot of confidence in this firm. Grayson and all the staff we met were knowledgeable, professional, and helpful.

Not recommended for women who have lost their husband. Not a lot of compassion and they cannot…read moreunderstand how the womens life had been turned upside down.

I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

I'm still in the initial stages of working with Apex, but I'm extermely impressed with Alvin and…read morethe information and service I've received so far. He has been helpful and I like that he is not just a "tax service" but also can help us in planning our financial future. His personal touch is a breath of fresh air. I look forward to continuing our relationship for many years.

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.

Working with Jeff and his team has been a great experience. They are highly knowledgeable,…read moreextremely responsive, and consistently thorough in their work. More than just handling filings and compliance, they provide thoughtful tax planning and strategic guidance that helps me make better, more confident decisions for my business. I see their support as a true investment, their work ensures I remain compliance while also driving more efficient use of business resources. Their fees were well within the range of other firms I considered, but both the breadth of services they provide us, as well as the depth of expertise they offer exceed the alternatives we considered. I depend on them throughout the year, I communicate regularly with my account manager and am always impressed with her responsiveness. I rarely recommend professional service providers, Jeff and his team truly are unique in the quality of work and level of service they provide. Jeff seems genuinely driven to seeing small business owners succeed. I would strongly encourage business owners, particularly those just getting started, to work with Count On That.

've had a really positive experience with Count on That. Audy has been wonderful to work with. She…read moreis knowledgeable, very quick to respond, and always explains things in a way that makes everything easy and stress free. One thing I really value is that even though Audy is my main point of contact, the rest of the team is always ready to jump in whenever something extra is needed. It gives me a strong sense of support and makes everything run smoothly. They have helped me a lot with my business, and I truly appreciate the level of care and professionalism they provide. I highly recommend them.

They work for you and not against you. Fast, reliable, very knowledgeable tax service. Always got…read moremy biggest tax return here.

Called in for a business inquiry regarding our tax services and Will said "I'm very busy and your…read morepitch was terrible" then hung up on me. I wasn't even pitching anything. How on edge are you? Super unprofessional. Taking my business elseware.