I had an issue with an inherited IRA, and, of course, the issue flares up during tax season when…read moreCPAs are at their busiest. A member of Stampfli counseled me over the phone about next steps for 15 minutes at no charge. She clearly just wanted to help. Customer service like that is hard to come by, especially when they are not guaranteed a check in the mail.

From the owner: Responsive service, customized to meet your needs.read more

We contacted Root for help planning our tax payments for the year, having been hit with a penalty…read morelast year. This is obviously a time sensitive need. We meet with him on June 5 and gave him prior year tax documents. Weeks passed. My wife has called him multiple times to follow up, leaving voice mail each time. No reply. It's now late October and on Monday she went to the office to retrieve our files. He was at lunch and the receptionist said she'd have him call. It's Wednesday and we're still waiting. If you're a professional and want to pass on someone's business, do the professional thing and tell them.

I honestly wish I would have saw the man who posted in 2018 above because I definitely would have…read morenever used Root accounting to file my taxes. I had the same issue with no communication throughout the whole time I was waiting on my tax return to be fulfilled. They also did not give me the Insight I need it about my tax return. Referring to a penalty that I had I never got any of my taxes whatsoever at all even though I could have simply filed a payment plan while filing my taxes I was not made aware of this so I missed out on everything! Those people obviously don't care about you or your tax money or the issues that you may be having in life they are simple-minded and non-professional I suggest if you're getting your taxes filed to go somewhere else especially like somewhere that cares about you and your issues that you have going on!

One star is too much. Price gouged. I got audited on personal taxes he charged me $1200 to do…read more He then charges me $3,000 to defend these taxes against an audit. All he did was put a one page letter on documents I had to provide again after first giving them during the tax preparation . He said he put 9 hours of work into that at $304 an hour. For an experienced CPA? Really?

One star is too much. I needed a CPA and being my first time I did not know what to expect. I…read morehave done my own taxes for over 20 years and at the most owed around $One star is too good1000.00. I met with Angel and she sounded unsure to me but I decided I needed a CPA so I went with them. She said we need a $400.00 retainer. HR block did my business taxes and only charged $300. So I figured that was good and there was no mention of any further expenses. I Got all my paperwork that I could to them by April 15. There was an extension so and they said I need to file one. I get a call finally May 15 the last day. I was on the road and this guy says I owe $12,000 pay now today or you suffer an IRS penalty. I was shocked. Then I was really shocked when I received a bill for over $3000.00. I use lawyers that didn't charge that amount. I feel the customer service is bad and when you do chat with them they are abrupt and demeaning. I told them the concerns and they did cut the price in half at my request. However when I asked for more copies even a digital copy they would not send it to me because of a personality conflict. Not a very good way to do busiines. The whole thing was a nightmare. I WILL NOT RECOMMEND THIS COMPANY TO ANYONE.

Friendly service and no left over items served. They could clean up some areas where some stuff is…read morestored.

Jeff has been doing my taxes for years and has made it simple and fast. His staff is great too!read more

Financial planning services marginal at best. People skills for various types of clients, poor,…read moreneeds to be improved. Knowledge of available financial products seemed to be ok.

I have known Doug Hughes for a decade, and referred many colleagues to him. He's assisted me with…read moreretirement planning and investments. He's responsive, smart and caring, and he really listens. He LOVES investment advising, and it shows in his enthusiasm to help chart a positive course.

I just discovered this place last year, they're the best tax service I've found. It's a very…read morefriendly, upbeat atmosphere and they certainly know taxes. Our tax preparer, Vince Kelly, was fantastic. He patiently listened to my questions and provided detailed answers that I could understand. He also has a great sense of humor, which made the experience more pleasant. Great place. Highly recommended.

If you are looking for someone that has your best interest in mind then Steven is the guy for you!…read more Steven can assist you with retirement, college savings, all things financial. He makes sure you are comfortable with your decisions/accounts and is available for questions. The office is comfortable and clean, love the decor and colors-very stylish. His assistant is the bomb! Ana makes sure your annual visits are scheduled on time, info is up to date and runs the office like a well oiled machine. Look no further for your certified financial advisor!

We have somewhat complicated taxes and Stephanie has always been very competent and complete. We…read moreare very satisfied on the front, as the main service we requested. She is also very responsive to specific questions we have had about tax implications of certain investments, family loans, etc. We have not really compared prices as it is difficult to do so without going in for a meeting, given the forms which are needed. She has also worked with our financial advisor to help with proactive tax mitigation strategies although in retrospect it would have been welcome had she offered this service in past years without it being requested.

From the owner: We offer full service of business solutions from accouting, bookeeeping & payroll services.read more