Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Used Kyle from 2017-2024 for our tax returns. Nice guy, but if your tax situation is more complex…read morethan a simple W2, look elsewhere. His returns consistently required multiple corrections due to obvious oversights. We had to review everything very carefully before filing. For basic taxes, this was manageable. The relationship ended when we needed help with a business EV tax credit issue. There were numerous details showing Kyle wasn't paying attention and was filing forms blindly without any investigation. His amendments kept getting rejected by the IRS. When I offered to give him power of attorney so he could properly investigate our specific case with the IRS, he refused, saying that wasn't part of his job. His final correspondence was offering to help write an appeal draft to the IRS without providing any details on how he would actually solve the underlying issue or do any due diligence. I'm saving the inner details as they would take too much time to explain, but after months of no progress, we hired another professional who diagnosed the root cause within days. Bottom line: Kyle doesn't do due diligence. Fine for straightforward W2 returns if you're willing to double-check his work. Not recommended for anything requiring investigation or problem-solving.​​​​​​​​​​​​​​​​ -------------- Update in response to business owner: Kyle claims several things are "misstated" but here are the facts for anyone reading: Regarding purchase structure: Form 15400 from Tesla clearly listed the business name and EIN. I sent Kyle an email explicitly stating the vehicle was purchased for the business. Kyle ignored both the form and my email. When the IRS first rejected our filing, I sent Kyle a screenshot proving I had told him it was purchased under the business name. At that point, Kyle tried to charge me an additional $500 for an amendment, claiming I had "never told him" it was for the business - despite having documentary proof that I had. Regarding "clear path to remedy": Kyle provided no actual solution. He repeatedly blamed Tesla for incorrect filing. Tesla then reviewed Kyle's tax forms and identified multiple errors KYLE had made, providing corrections. Kyle was simply deflecting his own mistakes onto Tesla. He also falsely claimed he had "the exact same problem with other clients." Regarding timeline and IRS processing: The delays were caused entirely by Kyle's errors, not IRS processing. Even after being told he made mistakes, Kyle entered my personal SSN instead of the business EIN on amendment forms. We discovered many other reporting errors after the second IRS rejection. The timeline was driven by Kyle repeatedly filing incorrect forms, not by IRS processing delays. These are facts, not misstatements.​​​​​​​​​​​​​​​​

Sarah and her staff are awesome. I had someone make some mistakes on my taxes the year prior and…read moreSarah found multiple errors, fixed them, and did a fantastic job on the current year taxes. I send everyone I can her way not only because of her expertise, but also her friendly staff. I actually enjoy going to the office because they are all so fantastic. As a business owner I have to make quarterly tax payments... They gave me preaddressed envelopes to send the payments in, BUT also send me reminder letters so I am not out of compliance. Seriously enjoy every aspect of this team I have no desire to ever leave. Lifetime customer.

From the owner: Our business specializes in tax and business accounting.read more

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.

If I could give her 10 stars....I would! My family and our restaurant needed a bookkeeper in a bad…read moreway and ASAP. Melanie jumped right in and helped us. She went above and beyond what a normal bookkeeper does and we would've been completely lost without her. Not only did we gain someone knowledgeable about the restaurant business, we gained someone who has our best interest at heart and someone trustworthy. She was/is available to answer any and all of our questions day or night and walked us through any confusion we had. Thank you Melanie!!

Melanie is awesome! She helped organize our books and continues to keep us in line. It's hard to…read moretrack your business if you dont have the numbers and now we are able to track the small itens! She knows her stuff through and through!

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

As a mortgage professional, I have a lot of clients with tax-related questions…read more Alan is the most knowledgeable and friendly Accountant I've ever had the pleasure of working with. In addition, his previous experience as an IRS Agent makes his advice invaluable to tax payers, especially if they own businesses - but really for everyone. His rates are very reasonable too, and he usually saves me more on my taxes than I pay in fees anyway. I highly recommend Alan Norwood every chance I get. Respectfully, Tom Pessemier, MLO 117989 Mortgage Advisor www.PessemierFinancial.com/blog