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    Smith Bookkeeping Financial Services

    5.0 (2 reviews)
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    Services - Smith Bookkeeping Financial Services

    Accountants

    Bookkeepers

    Audit and conflict resolution support

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    3 years ago

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    FJ Koelle & Associates

    FJ Koelle & Associates

    4.3
    (18 reviews)

    My Dad and I had to find a new accountant, and as you know, finding any service provider "blind" is…read moreno treat. Fortunately, I found FJ Koelle & Associates via a Google search, and was impressed by the previous Yelp reviews. Let me assure you, those reviews are legitimate, and Fred & Stacy are exceptionally wonderful to deal with. Fred got us in rather late in the tax season, which made me very happy. The experience from that point was as pleasant as having your taxes done could possibly be. Stacy went above and beyond to proactively call me the day before a snow storm, and asked if I wanted to move the appointment. Who does that these days? Exactly no one, that's who. Once we sat down with Fred, he prepared much of the info on the spot, rather than just taking notes and putting our return in a queue. Got a call the next day (yes, you read that right) that everything was ready. Amazing. His fees are consistent with what I'd expect, perfectly fair and reasonable, the office is clean and pleasant, and honestly there isn't one thing that prevents me from rating FJ Koelle & Associates 5 stars +.

    I reached out to Fred with a question on individual income taxes. I am not currently a client of…read moreFred (I do my own taxes), but he was kind enough to respond to me promptly and answer my questions. His grasp of the tax code and current tax laws was excellent; he was also very gracious with his time. It would have been very easy for him to say that he needed to bill me for his time and expertise, but he did not do so. I would highly recommend Fred and his team to anyone in need to tax help / preparation. Brian

    McCusker Associates

    McCusker Associates

    2.8
    (6 reviews)

    I've had McCusker for 3 seasons now and I've had my last, and I recommend everyone else do the…read moresame. First, Kathy has no interest in being bothered to talk to her clients. Every time I've reached out with simple questions, including outside of tax season, I've been met with a response like I'm bothering them and I'm inconveniencing them by asking about part of my tax return. I've asked about a possible number mixup on my 1040, and she replied back on the phone with a sigh and "just letting you know, you're not my only client. It's not my job to know your numbers". WHAT? What type of CPA says that to a client? I found out they never filed my taxes after paying the ridiculous fee and signing the e-file authorization, and when I asked why the IRS has no record of anything being filed, they replied back with, "IDK, call the IRS". Charging $450 for personal taxes is a ripoff. They're painfully expensive for the quality of service you receive. Her firm does the absolute bare minimum for you to prepare them (incorrectly, might I add, and then if you ask them about it, be prepared to be met with a sense of you inconveniencing them for doing the job you're paying them to do.) PLEASE AVOID! There are so many more professional CPA's out there in MontCo than Kathy. she's the worst.

    I echo Johnny W's review below. Worst customer service ever. I asked for a meeting as a new client…read moreand was rebuffed twice by Kathy. A very easy return turned into a nightmare and they blame me for them not having it ready on time. Was hoping to forge a long term relationship but there is no way. The most customer unfriendly experience I've had in a long time. On top that it was $500.00 for a simple 1040. You should be ashamed. Avoid them at all costs.

    Smith Bookkeeping Financial Services - accountants - Updated August 2026

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