I had a wonderful online /virtual experience with Mary Beth. She confirmed a lot of things for me…read moreand gave me direction. I highly recommend her!

Mary Beth predicted a financial crisis. I knew I was on debt but I had no idea how bad things had…read moregotten. She spent time discussing how I needed to work on my finances. She saved my financial life. I could have lost everything but because of my early intervention and the help of financial experts I am very close to being debt free. KJM

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.

Altair global messes things up all the time. Communication was awful. Calls were often ignored. We…read morehad a deadline for when we needed to move. They had no since of urgency. We worked with Pamela Cleaver. She was horrible. She spoke to me and my husband like we were stupid. We would tell her something that we wanted, and she would do the opposite.

Recently had to use their service for a big move. The service was amazing…read more This time the movers that were contracted brought a large truck with more than enough rooms (I had to abandon a large amount of belongings last time). They even informed me to not pack or do any lifting (compared to last time when the movers showed up with inadequate equipment and I also had to help lift). They were also very responsive. Previously they never responded and I had to hound them due to inactivity on their end (I got my flight booked less than three days prior to my start date). This time, they responded in a few hour and were actually helpful. The planning was much better this time. They got me my flight a month in advance and all matters such as packing and car shipping were done prior to the flight (unlike last time where there were obviously no effort or care on Altairs part). There was an issue with an accessibility attachment I requested for my rental car that Altair still claims they paid for, but the rental car agency claims was not paid for. No effort was put in to remedy it but it is what it is. Overall, massive improvements. Altair, specifically Laura, was extremely attentive, professional, and courteous.

What an amazing group. I have been working with Jerad Rector and worldwide commercial for the past…read moreyear and I must say the whole team is exceptional. They really know their stuff. I Have referred them several clients and get nothing but positive feedback. If you are looking for a commercial real estate company that goes above and beyond, these are your guys!

Worldwide Commercial is the most knowledgeable and professional Commercial Real Estate group in the…read moreindustry. Our transactions were punctual, and very straight forward. Large problems we have run into the past have been misleading and subjective communication with biased motives. This was not the case in dealing with Wordlwide Commercial. Every step seemed seamless in transition, and informative for ease of mind. A true breath of fresh air in the commercial real estate sector. Would highly recommend to anyone dealing with properties.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

So happy we found the CPA office. Andrew is extremely helpful. Very easy to work with. I have…read morenothing but good things to say!

I have had the pleasure of working with Dan Lewis for over 35 years and feel that he is highly…read morequalified to provide doctors with accurate and usable information with which to make decisions. His professionalism, communications skills, evaluations, and recommendations are without a peer in his profession.

I've worked with Dan Lewis with the purchase of my dental office and then with Dan and Aaron on the…read moresale of the office. They are very knowledgeable, very courteous, honest, and very professional. They are the most experienced and the best in the business! I recommend them highly for any advice or brokering any purchase or sale of a dental office.

They have become a financial debt collector firm with no experience with the rules of law or…read moreetiquette. Harassment and no care for patients. Hounding stage 4 cancer patients for money before they die. They care only about the bottom line.

McCarthy, Rose & Mills has only been doing my taxes for 2 years, but they'll be doing my taxes as…read morelong as they'll have me as a client. I met Brett Mills in personal circles, and am thankful that I did. My taxes have not been the prettiest thing since the Great Recession began, but there was never a trace of judgment or condescension from him as he poked through my hideous files. When compared to previous accountants, he not only saved me a great deal of money, but explained to me different options I had as an independent contractor when dealing with the IRS.

I used SMD for several years. They started out being good then communication dropped to almost…read morenothing. Then I got audited and ended up owing the IRS about $3000! Sean Duncan did nothing to help me. He did not review the audit paperwork for me or go to bat with the IRS. In fact, he quoted me over $1000 to complete the audit documentation the IRS required! I consulted with 2 other CPA's and 1 financial adviser and all of them said the same thing... SMD reported the mileage in the wrong way and should have known better. SMD should have completed the audit documentation without charging me anything. They made a dumb mistake that cost me dearly then left me to fend for myself. SMD makes Turbo Tax look good!

The entire team was helpful, friendly, and very educated! I would not go anywhere else!read more