Do not use? They made an error on our 2023 taxes and will not refile. The error was definetely on…read morethem. They will not answer our emails or phone calls.

Not punctual with filing deadlines. Poor communication and response times. Most importantly, not…read moretransparent and not forthcoming when issues arise. When it comes to something as important as your financials and taxes, simply not worth the risk. --- My previous CPA (CSA Accounting) was wonderful and I had used them for many years prior. Hamilton Tax and Accounting acquired that practice halfway through 2023. Onboarding calls and meetings were promising in that Steven and the new team seemed relatively organized and knowledgeable. The service rates jumped up significantly (more than 2x the cost!) but I didn't want to go through the trouble of finding a new CPA. So I thought OK, I'll pay the convenience premium here and give the new owners a chance. What a mistake that was. Let me walk you through the nightmare that was my 2023 tax filing experience. I'm an organized person who is familiar with key dates and always try to err on the side of getting things submitted early when possible. Feb 21, 2024 - I submitted all of my relevant 2023 documents. Mar 26, 2024 - They requested some clarifying information and indicated I should still be on track to complete filing by Apr 15, 2023. Great. Then I get really busy and kind of forget about taxes since my taxes are not complicated and they have all the necessary documents now. Jun 4, 2024 - My spidey senses start tingling, so I reach out to get a summary of my tax return. They indicated that an extension was filed. Ok, maybe they got busy and needed more time. Fine. Jun 12, 2024 - They share a draft copy of my tax return. Now I'm getting worried and think they just completely forgot to file my taxes until I reached out on Jun 4. I sign and they complete filing shortly after. Suspicious. Jul 6, 2024 - I receive a notice of late filing from New York, where I reside. It includes a hefty late filing penalty ($800+) so I reach out to ask WTF happened here. Time crunch is at play now to file an appeal in time. Jul 12, 2024 - I start reaching out in other ways because they are not responding to me proactively and the time crunch is still at play. Jul 16, 2024 - I check in again as I still do not have a clear path forward. They say they are reviewing something and creating a letter for me. I should receive a copy later that day. A letter? What? Jul 18, 2024 - No letter yet, so I reach out AGAIN. Now I'm PISSED and escalate in all channels available to me. Jul 19, 2024 - They finally upload a letter with some meek apologies, asking that I send this in as the appeal. I quickly file the appeal with maybe 1 week to spare. Cutting it close, but phew. After reading the letter I just submitted more carefully, I then realize the letter is basically worded to request forgiveness and an abatement of the late filing penalty. Huh? After I reached out again to inquire about the wording, I was finally told that an extension wasn't filed with NY state. They filed an extension for me federally and most states accept federal extensions, but NY state is one of the few that does not and requires a separate extension filing. So they basically were not familiar with NY rules and completely bungled my tax extension filing with the state. So much for tax professionals. Time to find a new CPA. Nov 27, 2024 - This whole situation is finally resolved and NY state was gracious enough to waive my tax filing penalty. I got lucky here because they did not have to waive it. --- What a saga. A whole year has almost gone by and finally I can put my 2023 taxes to rest. I completely understand that mistakes happen and we are all human. However, the way they handled the situation was with poor communication and a lack of transparency. I had to do detective work to piece together where they messed up. I'm convinced that they were hoping I wouldn't notice and the issue could be swept under the rug. If they treated my issue like this, I can only imagine what other errors they are not forthcoming about on tax accounts. If you're still thinking about using their services, just know that you've been warned.

We are EXTREMELY disappointed in the services provided by Mark Czuba at Business 2 Business…read moreSolutions in Lake Villa, IL. Mark failed to file our 2020 Annual Reports, which resulted in the Involuntary Dissolution of our businesses. I discovered this by checking cyberdriveillinois. com. We paid over $700 to reinstate our businesses. Mark filed our 2020 Tax Returns late which resulted in our having to pay a late fee and penalty. The general journal entries Mark provided to adjust our 2020 year end figures have contained, by his admission, many mistakes (e.g. transposed debits and credits, wrong amounts, wrong accounts, etc). Currently, our financial statements are askew. Our phone calls and emails go unanswered.

From the owner: Don't put off securing a positive financial future. Contact Business to Business Solutions, Inc…read more for all of your bookkeeping, accounting and tax service needs - Lake Villa, IL Accounting. Give us a call.

Clay and the entire Kaizen team are knowledgeable in all areas of both personal and business…read moreaccounting. They were an invaluable resource on both fronts and helped us navigate all the complexities of starting and running a business.

We have been with Kaizen (formerly James Hamlin & Assoc.) for well over 10 years and they serve us…read morewell. From timely reports to business advice to helping us find Covid relief funds, they have been true partners for my business. Thank you to Eric and your team for being honest and professional in all our dealings.

Mr. Cowin, the new owner, is highly professional and experienced. He was patient, provided…read moreoutstanding service, and answered all the questions I had regarding my tax issues. I highly recommend his firm and am pleased to have an accountant that I can trust.

From the owner: Accounting Services Business Start-up…read moreTax Preparation We work with the following software: Sage 50 (formerly Peachtree) Quickbooks Quicken

Amazing services yet again! I have used this firm for all my tax and financial needs, and they…read morenever disappoint. Very knowledgeable, quick response time and professional.

Trak is a true professional. I have been working with him for the past 2 years where he has been…read morehelping me with my personal and business tax returns. Provides great advice on financial and tax matters. Definitely recommend him!!

If I could give negative stars, I would. Dan is dishonest. He has lied to me and not returned…read morephone calls. I would look anywhere else. See other reviews that are equally low. They are accurate.

Not sure how anyone feels good about Dan & the job he does. He's dropped the ball more than once…read moreon my family. Do yourself a favor and go with a reputable insurance company not this joke

Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.