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!!

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!!!

If you value your money, time and energy DO NOT use this woman. I left because of constant lack of…read morecommunication, constant errors on my returns and eventually when I decided to leave, in childlike form, she gave me zero access to my quickbooks information that I legally paid for so my new accountant had to start from scratch during the dead middle of tax season. Upon finding a new CPA, it was brought to my attention that she's not even a college educated CPA. You're probably better off going to H&R Block. I'm legitimately not trying to be petty but it's an absolute nightmare with her. I overpaid in taxes every year. I was so far paid up that when I started with my new CPA, I was told to not make a 1st quarter payment because I had paid so far ahead. Completely unprofessional in every sense of the word. Keep your money and skip the headache.

Very thorough. They will give to you straight and blunt. I recommend them for anything small…read morebusiness.

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.

No one wants to deal with taxes!! Ms. Craft is the consummate professional. She's dedicated and…read morehardworking. She's knowledgeable and gives good advice. I trust and appreciate her services. A+ in my opinion!!

I love working with Catrina she is pleasant, professional and provides on time reports for us…read more We would recommend her to anyone who is looking for a CPA.

This woman knows how to help you even if you are a few years behind in filing! Looking for a GREAT…read moreCPA at a reasonable price? CALL HER!!

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

Very personable and knowledgeable. Definitely recommend! As many years of experience and knows IRS…read moretaxes well.