Pat is an absolute legend. Fixed my botched 2018 tax return, saving me almost $20,000. Yes, that is…read morenot a typo. $20,000 USA buckaroos. Knocked 2020 for my business as well as personal out of the park at lightning speed. Great attention to detail, fast communication and straight to the point.

From the owner: Grady & Associates LLC specializes in serving the needs of businesses and their owners with tax,…read moreaccounting, and planning services. We offer experience and resources to provide guidance through both routine and complex transactions. Services include: tax planning and preparation for individuals and businesses, bookkeeping, payroll, and small business consulting. Pat founded the firm in 2015 with vision that he could offer high quality big firm service, but in a more direct client facing capacity. Since then we have grown to a team of four who all share the same vision. At Grady & Associates it is guaranteed that a licensed CPA will be working on your taxes because 100% of our staff are CPA's.

We paid a "professional" good money to file our taxes, Mary along with her office staff assured us…read morethat we would be getting a refund. Over a month later we received a notice from the IRS that we actually owed money. We have since tried several times to contact them (email, message on the portal and countless voice-mails) no answer. Don't waste your time or money.

I had Mary assemble my personal and health care professional business tax returns for several…read moreyears, some time ago. Mary 'sold' me very hard on a new ADA contribution/deduction scheme that even at that time I thought was sketchy. I want to make the next part crystal clear... I questioned her at length and asked her to verify the eligibility and legality of this ADA accounting move and she not only assured me that is was completely proper but pretty much insisted that I would be crazy not to proceed. Sadly, I followed her recommendation. Several years later, not only did this single item get me audited, but the entire amount ADA deduction was disallowed (for two years running) but I had to pay penalty and back taxes. My loss including the ADA contribution was nearly 20k. If I could go back in time, not only would I file a complaint with DORA, I would also go after her malpractice insurance. Needless to say, I cannot express my complete feelings towards Mary and the situation that she drove me into. Awful.

Absolutely outstanding service. They have provided bookkeeping and tax services for my companies…read morefor years as well as done the taxes for my daughters. Very attentive to my needs and most importantly, as a world class procrastinator, they help keep me on my toes with regular communication regarding deadlines. I never have any difficulty reaching a live person during business hours and on the rare occasion that I have to leave a voicemail, they almost always get back to me the same day. That is very helpful for me as I quickly move from one task to the next and lose my way if I cannot close out a particular task. Their knowledge of current tax law has saved me more money than I can accurately quantify and they seem to really enjoy doing their job.

I wasn't in love with this business. At first, they were great, they gave me documents to get…read moreprepared, although they were for the wrong tax year. They have a secure server where you upload your documents, which is nice. You don't have to go into the office if you don't want, which is also nice. That's really where it ends. We were told that if we got our documents in by a certain date that they would be filed by the deadline. I literally submitted them the day that they said. They emailed about a week later saying they need my Social and my husbands in order to submit an extension. I totally understood because I did get it in at the deadline. So, fast forward to the day before tax deadline and they request a pin from me. I had no idea I needed a pin to submit my taxes electronically. So I tried getting it through the IRS, they said they can't give them out, long story, so I needed to file via paper. Okay, well that sucks, but it is what it is. I would have waited for the pin to come by mail and file electronically, but when I asked about the extension filed, the office said they couldn't file the extension because they needed a pin, even though I had an email from them from the week before stating they had filed the extension already. When I brought up my concerns, I heard NOTHING, literally no response from them. In addition to this, I was copied on an email in which someones social was included in the email. I replied that it was sent to the wrong email and immediately deleted all record of the email, because I know I would be angry if I knew my social was being sent through email. Ultimately, I will not be using this company again. I would also ensure that everything is filed and completed prior to payment, I didn't, and I regret it. Poor customer service in the end.