We started working with Derek here for tax advice & it has been one of the best financial decisions…read morewe've made! I have a small business with my mom and Derek has been super helpful. He's always responsive, professional, and took the time to learn about us and our business. Derek's shown me tax strategies I never knew we could take advantage of and have saved me from paying Uncle Sam more than necessary. I am so thankful that I found W&K and I highly recommend them to anyone looking for expert tax advice.

I hired Williams & Kunkle to file the taxes for my deceased sister's estate for 2021. I paid $1000…read morefor this service for a relatively small estate. They completed the forms and told me to mail them to the IRS. I did so only to find out later that that will take nearly a year to receive the refund. Well, here it is, 2024...2 years later and the estate is no closer to receiving the refund than it was in March of 2022. After numerous communications with the IRS, we recently learned that the Social Security number that the Williams & Kunkle CPA used was incorrect. At this point, there seems to be little chance of resolving all of the problems this mistake has caused. Needless to say, I made a major mistake involving this firm in settling my sister's estate taxes.

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

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.

I've been using J Chester and associates for many years and they are excellent! They did a business…read moreI had and do my personal taxes as well. They are super professional and very friendly! Hard to find that combination anywhere especially in the tax business. I've referred numerous people that I know because I want them taken care of also. Thank you very much!

If you are looking for someone to input a W-2 into some TurboTax like software, without asking you…read moreany personalized questions and refusing to take a phone call, you've found your accountant. If you are looking for a partner to help with your accounting needs, this is not the place. When reached out to J Chester & Associates I explained to the firm manager, David Perez, exactly what I was looking for in an accountant. He was happy to take my money, have me fill out a form, then pass me along to others within the firm. I repeatedly requested a phone call with an accountant and was ignored completely. Next thing I know my taxes were filed, without ever speaking to me directly about any deductions I may be entitled to, my small business or any other personal information that may be pertinent. Don't believe the positive reviews about this firm, I sure wish I hadn't.

Tax Medics is professional and experienced. High energy, great personality, amazing knowledge…read moreand expertise. I was lost about some tax complications. I searched the irs FAQ's, and the internet, but came up empty handed. I called Tax Medics and had my answers within the first 5 minutes. Thank you Tax Medics. I am grateful!

Highly recommend Desie! First she was available at a time i was in a panic and needed to correct my…read moretax return ( on a Sunday). She listened to my concern and offered me free guidance over the phone, because of my stress level and her kind demeanor I choose to have Desie review my error, process and correct my return. She made the process seamless, which allowed me to relax and get back to my day! She is patient kind and very efficient. I will recommend and use her in the future.

I called to find out if our ideals align and if we would be a good fit to work together. I was told…read moreto provide my tax information and then they will do the meeting. So my personal information and then they will talk to me. Fishy. Very fishy. I even got recommended to them by a friend. I advised the representative on the phone that I would like to speak with them before I provide this information. She said "we will not speak with you then". I guess that made my decision easy. Already can see that this place is not here to provide service.

I've been filing with Jeff Pickering for the last 2 years and never going to look at any other…read moresources to file my taxes. There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good. For my 2010 tax returns - it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund. He never advertises himself as 'maximizing returns' , but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return - it is an usually a segway for an IRS audit. And he has a wonderful staff who support in the tax filing ! Before finding Jeff, I was alternating between H/R block and filing it myself online. The biggest problem with H/R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other. Few Tips: (1) Get all your deduction items in order - carry any receipts etc and preferably prepare an excel sheet with all your deduction items (2) If you have any stock trades - you might want to generate the Schedule D yourself - some companies such as TD Ameritrade provide free tools to generate Schedule D - if not you can find one online where you can upload your transactions and the software will generate the Schedule D (3) If you traveled internationally, prepare an excel sheet with each date of travel - if it was a business travel day or if it was a personal travel Finally - keep all the records - receipts, tax filing ... + make some of the notes yourself and keep them in a folder - IRS can audit tax filings and if you get a knock on your door - you want to make sure that you have your papers with you.

I trust Peter Marshall & Company, CPA for my professional and personal tax and accounting needs…read more Their attention to detail and willingness to customize their services to fit our needs truly sets them apart. I would recommend the to any business or individual looking for a great CPA firm!

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!