DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

I would not recommend this firm. The first year they did my return, they made a mistake and told…read moreme it was my responsibility to make sure the tax return is accurate when I got a notice from the IRS which has never happened to me in my adult life. Chandler did amend the return at no charge but advised me it was my responsibility to make sure the entire return is correct. I'm not a CPA which is why I paid them for their expertise. I chalked it up to a one time mistake, but the next year I went over the return page by page, line by line, and found multiple mistakes (since it's my responsibility according to them so I spent hour and hours reviewing every line item). Chandler had to modify the return at least 3 times and make many corrections before it could be submitted to the IRS. These were mistakes I found (not them). What is the point of hiring and paying a CPA to file my tax return if I need to learn all the tax laws to find their mistakes. I had to proofread all their work but their fee was never discounted for the countless hours I had to spent proofing the return and bringing errors to their attention. I even had to bring to their attention a typo transposing numbers, a mathematical error, as well as a major error whereas they reflected tax free funds as taxable funds. Needless to say I decided to find a new CPA going forward as I had no confidence in their ability to prepare my return accurately. Fortunately, I found a highly competent CPA that I am working with now and have been for several years. My new CPA even went back and found more mistakes (that I didn't know about as I'm not a CPA). I had to pay my new CPA to amend mistakes from their original work. I didn't even ask Chandler to amend the old return to fix their mistakes as did not want to have any further relationship with them as trust was gone and I moved on to another CPA who I paid to amend the return previously filed by Chandler. The people at Chandler are very nice people, but I just do not have confidence of the accuracy of my returns they prepared so I found a new CPA. I shouldn't have to have CPA knowledge to hire a CPA to complete my return. I provide my CPA with proper documentation and while I still review the return before it is submitted, I expect my CPA to prepare an accurate return. I do hope that things have changed for them as this was several years ago and hope they are doing a more thorough review of their work. I wish them the best of luck. I didn't even want to write this review as they were nice people but a friend of mine said it would be wrong not to write the review. In the end, I do hope these were just training issues that have since been resolved so this does not happen to anyone else.

McCutchan Advisory Services has been serving the community for awhile. Great to see this team…read moreconnected with the McKinney Chamber. Very professional and knowledgeable team.

Most unprofessional experience working with someone I have ever had. my previous CPA retired and…read moregave this office all our 10 years of paperwork. She could not make the time to pick up the phone or respond to our emails about our filing that was due and refused to file 3 days before the deadline. We finished our business with her paid her and received nothing. No records that is our property and all we got back is that she has no records from our previous CPA. Absolutely unprofessional!

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.

These are the most outstanding wealth management advisors I've ever met. Their wisdom concerning my…read moreinvestments greatly benefitted my portfolio. I recommend them to anyone I can.

We had a horribly negative experience and would never recommend this business. Very unprofessional…read moreorganization.

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.

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 had the pleasure of having Iorna assist me with my taxes through a referral from a friend. If…read moreanyone comes through to his office, considered yourself lucky and blessed! Honestly, he is the absolute best in the DFW. He will find ways to help you and get you your maximum refund. Regardless of me moving or staying in Dallas, he will be my tax consultant for LIFE. Iorna is caring, and values each and every client as if they were his long-life best friend. He is solution-oriented and knows his customer service!! Iorna deserves to be complimented, praised and recognized!! His assistant Leah is gracious, kind and welcoming too. You rock Iorna!! He's an amazing human being, tax preparer/consultant and everyone should know it!! :)

Just called them to ask them about their services, and this guy Ken answered and rudely yelled at…read moreme that he was not interested in my business. Like who does that? If you are no longer in operation just say so or something. Going to report it to yelp as a business that has been closed, and good luck with your business in these trying times.

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.