I have been using Peggy's Bookkeeping for my taxes for over 20 yrs. Excellent customer service. I…read morewould highly recommend this company.

We have used Peggy's Tax Service for years. Sharon is our preparer and she has been amazing. She is…read morevery thorough and cares about her clients. She confirms all of our information and always questions us to make certain we have thought of everything. We moved out of Mesquite a couple of years ago but we still return to her each year. She is worth the trip. You won't find a more honest and sincere person than Sharon and her team!

Yelpers hope y'all good and taking care of YOURSELF first! YES. It's OK to be SELFish! With that…read morebeing said, make sure ya money right and that's where Jeff Badu Services could assist! CONTEXT: Getting older (every day) and financial security is a priority to me, and I wanted to see where all my bread goes! Y'all know I love food! LOL. I wanted to set some budgets and goals with a trusted advisor. WHAT I GRABBED: Financial Advisory for the year, quarterly minimum with access to Jeff and team for financial planning as needed, discussing/planning short to long-term financial goals. COMMENDS: Jeff is clever af. He was able to drop gems within the first 10 minutes of our conversation based on my situation. I'll speak on one, an investment with my savings that netted me a couple of hundreds within a day. Now results will vary based on what you investing, but gains indeed! RECOMMENDS: Have a discovery call with the team to see if Jeff's team can be of assistance to you and your situation. OVERALL:/VALUE: 5/5 Great value so far. I've only had one session and starting on my plan with optimism. I did have trouble contacting the team at the beginning around holiday time and expressed my concern. Jeff Badu, the CEO, reached out to schedule a follow-up and explained the miscommunication. I'll follow up as the year progresses with updates! WHAT I'M VOUCHING FOR: Solid financial advice based on your situations and a range of other services around tax planning. Until next time Yelpers, LOVE, LIVE, and STACK!

I was referred to Badu Tax Services by another Tax accountant, the initial meeting seemed promising…read moreand some of the employees were very helpful, but when it came to actually getting taxes completed my tax preparation was rushed. Here is why I know that: the email responses I was receiving were usually a 5-7 day late during tax season, they were overwhelmed by the number of customers, my taxes were higher than what I was able to obtain though another CPA. In addition, I requested to be removed from their mailing list back in November 2024 and still receive emails about follow ups and promotions despite me being a customer. This just reminds me about the company that took $2,000 for services that didn't offer the value I paid for.

this is my second year working with Lisa and each year I appreciate the professional, timely and…read moreaccurate service provided. she's affordable. She's very efficient, knowledgeable, and talented in her profession of tax services. I feel confident when working with her. She's always responding timely when I have questions and I look forward to working with her next year

Great company. Very professional and efficient! They have been doing my taxes for several years…read moreand always help me with any questions I may have.

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

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!!

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.

Deborah is very professional, knowledgeable, makes you feel at ease, and is a great…read moreconversationalist. I plan to continue to use her services each tax season because I was extremely comfortable with her preparing my tax return. Deborah has the experience in her position to make the customer feel comfortable during the tax preparation. She also asks excellent questions for clarity of the forms presented to her. I will request her for my future visits at Legacy Tax Advisors locations.

I have had many occasions to lean on the expertise of Edith Smith. I am impressed with her…read moreknowledge of and passion for taxes. She and her staff are willing and happy to help. I have every confidence in her ability to provide accurate and timely tax advice and tax preparation work. I have had multiple opportunities to refer Edith to my clients. A client whom I referred to Edith about two years ago recently went out of their way to again thank me for sending them to Edith. I will continue to reccommend her services to any individual or small business in need of fair, honest and accurate tax advice or preparation.

Edith is both professional and very knowledgeable. She came highly recommended from multiple…read moreneighbors and we've been very pleased with her services. She's a year round full time CPA...not one of these more costly fly by night places that are only open during the busy tax season.