I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

So happy we found the CPA office. Andrew is extremely helpful. Very easy to work with. I have…read morenothing but good things to say!

I was told by a CJ group representative, during the initial conference call, that they would…read moreprepare new client particulars and send the package to me via email. Well, I never heard from them again - even after multiple follow-ups. Very unprofessional.

Accounting has always been an intimidating subject for me. Add to that it's tax season and my…read morepreliminary tax form indicates I owe money and I'm in full on panic mode. I needed help. Serious, professional help. Enter Cornwell Jackson. I reached out by email for a consultation and within a day received a phone call to discuss my questions and concerns. Scott spent a good 30 minutes discussing my situation with me and offering me valuable insight and advice. And after all that, he was honest enough to tell me it would cost me more to get professional help than to make a few changes on my own. I can't express in words how grateful I was for that kind of integrity and honesty. Other tax accountants I spoke to recently wouldn't even listen to me without trying to schedule an appointment that would cost me $200-250/hr. I may not have needed professional help this time around but I know who I will turn to without hesitation when I do. A company with outstanding professionals that really care about helping their clients! Thank you, Cornwell Jackson, for restoring my faith in the accounting world and making everything seem much less scary.

In a word, Impressive. I've never met someone like Mr. Jason…read moreGraziani before. Huge huge heart. A man of influence who gives back to our local church. His office is VERY high energy, yet he provides customized care. I have not seen a life insurance office that provides the one on one care that his office provides. I've also seen his leadership style and would highly recommend doing business with this man. Whether you are seeking a work environment or some place to help you with finances.

This is where you start when your serious about becoming an entrepreneur…read more We started our Texas team from this office, much respect to the Plano Office they treated our team like family.

I used SMD for several years. They started out being good then communication dropped to almost…read morenothing. Then I got audited and ended up owing the IRS about $3000! Sean Duncan did nothing to help me. He did not review the audit paperwork for me or go to bat with the IRS. In fact, he quoted me over $1000 to complete the audit documentation the IRS required! I consulted with 2 other CPA's and 1 financial adviser and all of them said the same thing... SMD reported the mileage in the wrong way and should have known better. SMD should have completed the audit documentation without charging me anything. They made a dumb mistake that cost me dearly then left me to fend for myself. SMD makes Turbo Tax look good!

The entire team was helpful, friendly, and very educated! I would not go anywhere else!read more

Everything. Their platform is easy to use and their communication is incredible. I trust them and…read morerely on them

We have used Swimelar CPA tax preparation services for 12 years now and are very happy with their…read moreservices. They are wonderful to work with and have updated their systems over the recent years to better serve their clients. Knowledgeable, not afraid to tackle issues and look for answers... great support! Friendly, professional and reasonable! Highly recommend!

I attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

This place is the real deal…read more I had the pleasure of scheduling a 1:1 resume review with YourNextJump's Tim Lo and had no idea what to expect from a call session, which is typically extra fluff just to fill up the airtime. I had sent in my linkedin profile as well as resume prior to the meeting so Tim had the time to review my profile. Right off the bat, Tim went straight into commenting on my resume, pointing out a few things that stood out to him. After inquiring about the type of jobs I was looking for, he then proceeded to make a few suggestions on how I can better present my resume while emailing me several resume samples and templates as guidance. I walked out of our first meeting feeling more supported than ever. I can see how job searching and resume updating can be a lonely, hard and long journey so it's great to have a service like Your next jump that can help you feel better on that road. Kind of like Job search therapy with tactical solutions. I highly recommend Tim's services to all jobseekers out there. He is empathetic, intelligent and to had a great sense of understanding of what I was hoping to get out of this and as a result, he more than delivered!

I was in need of a bookkeeper to help me manage my finances but I wasn't established enough to…read moreconsider hiring someone full time. Joust was able to help me get my financial accounts in order and keep track of my expenses/income and it was much more economical than hiring someone full time. Joust was also very responsive and so they were able to get me situated fast. Definitely a company I will continue working with for a while.

From the owner: After over a decade in the financial industry, we decided to alter direction. Now we share our…read morepassion for analytics and number crunching by helping others. Our team hosts an array of individuals from diverse backgrounds (from tax strategy to sales to accounting and more) designed to meet the needs of your organization by offering competent, sound business consulting services, including CFO outsourcing, business valuation, and human resource management.

Altair global messes things up all the time. Communication was awful. Calls were often ignored. We…read morehad a deadline for when we needed to move. They had no since of urgency. We worked with Pamela Cleaver. She was horrible. She spoke to me and my husband like we were stupid. We would tell her something that we wanted, and she would do the opposite.

Recently had to use their service for a big move. The service was amazing…read more This time the movers that were contracted brought a large truck with more than enough rooms (I had to abandon a large amount of belongings last time). They even informed me to not pack or do any lifting (compared to last time when the movers showed up with inadequate equipment and I also had to help lift). They were also very responsive. Previously they never responded and I had to hound them due to inactivity on their end (I got my flight booked less than three days prior to my start date). This time, they responded in a few hour and were actually helpful. The planning was much better this time. They got me my flight a month in advance and all matters such as packing and car shipping were done prior to the flight (unlike last time where there were obviously no effort or care on Altairs part). There was an issue with an accessibility attachment I requested for my rental car that Altair still claims they paid for, but the rental car agency claims was not paid for. No effort was put in to remedy it but it is what it is. Overall, massive improvements. Altair, specifically Laura, was extremely attentive, professional, and courteous.

Mark Porter Live! Mark has been a Great Coach and Mentor to…read moreme. He helped me excell in the areas that I needed the most! I would recommend MPL to all of my fellow Realtors.

From the owner: Mark Porter Live . . . provides planning, systems and…read moretechnology training courses to real estate professionals across the world. A residential real estate broker, investor and consultant, Mark's ultimate passion is helping you implement what it takes to "be" and "do" better. Planning, systems, technology and implementation is what he is passionate about. "We unleash our core productivity and quality of life principles to help you succeed!" It is our obligation to ensure that each student gains the specific educational tools and motivation that guide you to master your profession. You receive winning strategies for mastering time saving and income producing habits in a fun and engaging educational environment. Integrity, hard work, and habits are not just words that we take lightly at Mark Porter Live. Enjoy and thrive!