Hands down best bookkeeping/financial firm for small business owners. The customer service is what…read moresets Financial Foothold apart from the rest. Very fast, friendly, and my books give me much needed clarity on a monthly basis.

We've used Southwest Bookkeepers for years and have had a great experience. They are easy to work…read morewith, very responsive, and offer great customer service. I would highly recommend them! They are honest, and do an outstanding job!

Very professional results. Very fast, easy to work with. Good reviews and great overall…read moreexperience.

Lila and her team are extremely helpful and will guide you throughout the whole process of Tax…read moreseason or any general book keeping questions. Welcoming people there and it's great to have someone like her helping you out. Highly Recommend

The tax experience at this office was very difficult & inept…read more Upon reviewing my tax prep prior to sending it into the IRS it showed mistakes , even though the information was provided by me. I was then contacted by the IRS months later stating several documents were missing from my tax return even though the info was initially given to the office! I had to then scramble & try to follow up! Several Emails never get answered ! No explanation or help! I would then need to call the office & was barely taken care of by a phone secretary. Incompetent experience!

I have been using Sandra for several years. She has always followed up to make sure I was…read moredelivering the documents needed to file. She has met my expectations and I plan on using her every year

They did my taxes last several years. Didn't get last year's in until November. Now, I am hearing…read morefrom the IRS that losses were mis-categorized and I have already had to pay back money on 2020, and now it looks like more for 2019 likely, but I can't be sure, because they took the returns off the smartvault. Noone responds to emails or phone calls. Paid extra for Audit protection, but no-one responds. At this point O might have to look into legal recourse. I can't be the only person scammed by these guys. Now, automatic reply on email states everyone resigned but Charles would return message within a week. It has been at least 2 weeks with no response and no phone or office to call. Charles sent out an email in February indicating he is moving on to be a speaker/ influencer. Only if he os teaching how to scam money and walk away.

First, I would avoid for sure. I have never had such a different experience from what I expected…read morebased on the high yelp rating. They were very fast and efficient at having an initial client meeting and taking my money. I was impressed at that point. That process occurred December 2020 when they invoiced me. On May 12th we were told we were 8th in the queue. They did file an extension in case they missed the reviewed June 15th date but I reached out again for an update on June 9th and it is now July 7th and still no taxes to review or even an email update on status. Perhaps they lost a lot of employees due to covid or some fully reasonable explanation, but without any customer service I really only can leave this review and contact the BBB.

Would give zero stars if I could. The team at Financial Gravity are lazy and incompetent. Every…read morecommunication, request for information, or request for action requires multiple follow-up requests to even get a response. When they finally do respond, the information provided or action taken is incorrect. Do not trust them with your money or your future.

This business sold itself well. They were to develop a tax plan and then help implement it. They…read morepromised to take care of any issues that happened down the road with the IRS. There follow through doesn't match the sales pitch. My experience with them -Taxes were filed late -Failed to file extension -Taxes were not reviewed by a CPA and filed with errors We're now in a position where we have a fine with the IRS and have to pay another company to file the taxes accurately. The owner (John Pollock) will not stand by his product or refund monies when mistakes are made.