Office was unresponsive to my inquiry. It is their busy season, so that may be the reason. Perhaps…read moreput in your directories and website that you aren't accepting new clients -- maybe even provide a referral list.

Mr. Carr's knowledge and professionalism helped was exceptional. He was able to answer all my…read morequestions and help guide me through the process. For someone who has used TurboTax for the last 15 years I can see this, never again!! Carr CPA's is the way to go!! Thank you for helping me with my tax situation.

Oddo Financial Services goes above and beyond to help their clients. They do a fantastic job…read morestaying on top of the books, but they also analyze the data to see what changes you could potentially make or where to cut or increase spending. They are all about finding ways to make your business more profitable. I absolutely love working with Kate and her team.

Excellent service. I sent them my 1040 on April 13, planning to file for an extension because it…read morewas so close to deadline. The online application and documentation app was so easy to use, and I'm old, lol. Anyway, they had my tax returns the next day! I also paid $75 less than last year. Highly recommend.

It was great to work with Rose Tax and Financial. They listened to my tax situation and helped me…read morework through a self-employed and employed tax return. They explained all aspects of my return and made sure I was meeting my financial goals. I will work with them again.

Jon Bell, CPA & Associates prepared my individual tax return. They not only did an excellent job,…read moreJon Bell,CPA does very professional work, they are reasonably priced, are available to respond to any question and/or concern the client has, they are ALL very respectful, courteous, helpful, kind and friendly! If you are looking for a CPA, Jon Bell, CPA & Associates are excellent, and I highly recommend them! D. Lopez Albuquerque, NM

I had high hopes for Jon Bell. He seemed to have the type of cpa practice i wanted but i was sorely…read moredisappointed. After dropping the ball on several occasions over the course of 8 months we barely got a delayed tax return in on time, no bookkeeping done for the current year, and nothing for me but huge expenses and headaches trying to play catch up. Why do I pay you $500 + per month(his preferred pay structure) - if you're going to do nothing with that and then scramble for 24 hrs right at the tax deadline?! And then he has the gall to bill me separately for the taxes. Most expensive accountant I've ever had and he did the least for me. Unbelievable.

Friendly and efficient. Very knowledgeable. Always gets me the most for my refund. Stayed in…read morecontact with me as my taxes were being done to let me know what was going on.

I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

I have used this firm for several years and have been very satisfied with their timeliness and…read moreaccuracy. I have several LLCs and a complicated tax return, and I have aways felt comfortable that my return has been completed as fairly towards me as possible. I will continue to use them.

I am very pleased with my association with this company. I have used them for Four years.Very…read moreprofessional. Efficient . The staff is courteous and helpful. I hope to stay with them until I no longer have to pay taxes.I think their prices are reasonable. Thank You.

Immediately responded to my inquiry. Service has been great including a free consultation followed…read moreby immediate resources and next steps.