The level of professionalism with the UYB staff is top notch. From help us dig out of holes to…read morevisualizing the next level, UYB has been implemental to our business. Thank you.

If you want help from someone who is no nonsense, can zero in on the appropriate steps you need to…read moretake when you most need to take them, and then make sure you follow through, you're in the right place! When I started out, I was focused on being a lawyer and didn't really embrace the fact that I also needed to run a business. In the short few months working with Kristen, I've made more tangible progress than I was able to do during years on my own dabbling with how to wear my business owner hat. I finally feel like there's a light at the end of the tunnel, like I'm gaining freedom from the perpetual overwhelm. I can't recommend Kristen highly enough!

I used Lori's sales coaching services and several of her tools (50 Ways Book, Workbook and Sales…read morePipeline) and have found them invaluable for sales motivation, inspiration, planning, tracking and accountability. Fantasitc resource and service provider.

This company is great - they know their stuff and I got a new website done for a lot less than…read moreanyone else would do it for! Highly recommended!

I have been meeting with Dave for several months now. He is a continual source of incredible…read moreinsights about how to improve my business. He has a plethora of tool for evaluation and implementation of processes for small businesses and he has taught me so much. He even has an amazing way to help you find new staff that will not only fill the position but also find someone that fits into your office culture! I highly recommend Dave's services for any business needing to improve operations!

I've been clients of Paul and Esther for the past 8 years, and it has been a beautiful and fruitful…read moreworking relationship. First, they always have my best interests as their priority. Hence, I trust them completely with helping me plan financially for the future, and ensure that I reach all my financial and professional goals. Their strategies may at first seem unorthodox to the conventional thinker, but it makes absolute sense when you are able to see how everything fits together. Next, their business model operates on having a continuous ongoing relationship with their clients, which I love. They make me feel like part of their family. We meet regularly at least a couple times a year, and they organize regular workshops regarding tax strategies, leveraging credit, etc. which I can attend to keep up with the latest developments. They are passionate about helping me keep and grow my hard-earned money, and I appreciate how much they care about me, not only as a client but as a person as well.

Paul and Esther have been awesome to work with and are really passionate about helping people! I…read moresigned up for a whole-life insurance policy a year ago with them and they spent a lot of time on the front end helping me understand the benefits of whole versus term life insurance and how I can use the whole-life policy as a really powerful financial tool. I love that my policy has reliable growth that I feel really comfortable with, and I know exactly what the minimum balance will be whenever I decide to retire, thanks to Paul and Esther's thorough review of my policy. They do annual in-person policy reviews so it's a really personal experience!

Was a very easy and painless process with Stella at O&K Accounting. O&K is an astounding…read morebookkeeping and tax firm. My friend and I use them for our individual and business exceed everyone's expectations for us. I can't express enough about her administration! There is a ton that we don't comprehend about bookkeeping and she deciphers everything for us! She makes sense of why we really want to do what we do for the wellbeing of us. We are so thankful! Easy done on time Clear Affordable responsible

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.