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    SW Strategic Solutions

    5.0 (2 reviews)
    Closed Closed
    Updated 1 month ago

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    Services - SW Strategic Solutions

    Accountants

    Bookkeepers

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - SW Strategic Solutions

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    2 years ago

    Worked really hard to make sure they got me the maximum credits. And my return was a rough one with a relocation for work.

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    Sharonda W.

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    2 years ago

    This place deserves six stars because they are awesome! Very professional and detailed I will be using them again next year for my taxes.

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    Sharonda W.

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    Block Advisors - Block Advisors

    Block Advisors

    (8 reviews)

    It you're seeking a great tax preparer, go to Harriet Smith at H&R. I've been a customer of H&R for…read more8 years, but almost went elsewhere this year since I've had such terrible experiences for the past two years. I read the above review recommending Harriet specifically for 'complicated taxes' (I split time between two states, single parent, etc.) and decided to see her. Harriet was awesome - both the first time I met with her and the second time when I needed an amendment (my mistake, not Harriet's). She is bubbly, fun, and enthusiastic about taxes (crazy!), and most importantly, she knows her tax stuff. She figured out a solution to my tax issue that neither another location and a former tax law professor didn't know. Worth the cost to know my taxes are getting filed correctly and that I don't have to dread the experience.

    Do Not Use! We had been using Michelle Douglas for years as our tax preparer/CPA when she was part…read moreof Charles Vonderhaar's office. That office was acquired by Block Advisors. When we went to drop our taxes off we were informed that by the Office Manager Michelle Johnston, that Michelle Douglas was no longer there but they would gladly take care of our taxes. I explained that we were working with the IRS on some penalties due to the sale of some properties and we needed them filed by 3/31/26 (giving them 6 weeks to get it done). She said no problem and reassured me that we were good. As the deadline approached, my wife and I reached out to check the status. Over a 3 week period we left a dozen voicemails and none were returned. We finally left one that demanded our taxes back so we could take them elsewhere as we were now past our deadline. That voicemail was returned by the receptionist (which means the others were heard as well) and told us we could come get our paperwork/taxes. We expressed our outrage that nothing has been done in 6 weeks and no message had been returned and there was no communication. The receptionist told me they are busy and we can't expect them to answer the calls or return messages. Just a shameful business. Will never use again and will never recommend them to any of our friends, family, and business network.

    H&R Block

    H&R Block

    (3 reviews)

    Astounding incompetence 2 years in a row followed by failure to honor their "100% accuracy…read moreguarantee." I paid for a "tax pro" to do my taxes for me this year. I sent in all my documents, and after a few days I got notified that my return was ready. I was informed that I owed $6,700 in taxes, which did not seem right. After examining everything, I saw that my tax pro had added up my income wrong to the order of ~$25k. I do not have a complicated tax situation: married filing jointly, W2s, some dividends, and some interest, and I took the standard deduction. I have no idea how they could have screwed this up. It was very simple. I asked my tax pro to call me, but she didn't. I sent a second message saying I understand it is their busy season, but she could call me the next day anytime after 10am or we can make an appointment for another time. Instead she calls me that night at 8pm while I'm at work. She starts out by saying "you haven't even looked at the return, have you?" I stay calm and point out her error, and while on the phone and rushed, she re-does my taxes and low and behold I now apparently only owe a few dollars, which sounds about ight. However, it was not at all confidence-inspiring, and I was worried she made yet another sloppy mistake because of how quickly she did it while she was distracted on the phone.... There is clearly a 100% accuracy guarantee stated on their website: "If you discover an H&R Block error on your return that entitles you to a larger refund (or a smaller tax liability), we'll refund the tax prep fee for that return." I called corporate and requested that this guarantee be honored, and they assure me that it will be and that my case will be sent for review. I say that I want someone to double check the work of the woman who did my taxes in a rush while on the phone late at night, and the person at corporate makes an appointment with me for someone in the Kenwood office later that morning. I get a call 20 minutes before that scheduled appointment saying that the person I was supposed to meet with isn't in the office that day.... I say ok we can reschedule, but I'm in the middle of something so I'll have to call them back. I call them back awhile later, and now they can't get me in for another 4 days and the woman on the phone acts VERY put out by me. Now comes the kicker: I get a call from some local manager (who can't figure out how to use her cell phone so calls me multiple times and then hangs up) who acts like this guarantee doesn't exist and is refusing to honor it. She says she'll give me a "small discount," and implies that I'm too stupid to understand their plain language accuracy guarantee. No, I do not misunderstand it: the website very clearly states that if there is an error the fee will be refunded. She was astoundingly rude. So today I take my business elsewhere and carefully fill out the forms and add up the income myself, and get this: there was yet ANOTHER error in adding up my income that my "tax pro" made during the late night phone call-- this time a smaller error and in the opposite direction (under-counted my income by about $2k, I think she mis-understood the 1099-div form). Last year I also used H&R Block and they also screwed up my taxes, but to a much smaller degree: I actually got back a smaller refund from my city taxes than what was estimated for me. It was a difference of ~$30, and I just let it go without making a fuss last year, although I was sure not to use the same tax pro this year. In summary, I have now effectively had my taxes done 3 times in 2 years by 2 tax pros at H&R Block, and all 3 have been done incorrectly. All in all, I am completely put off by the sweeping incompetence of this company, by their disorganized nature, and their failure to honor their guarantees. Their tax pros are sloppy and unknowledgeable and they do not stand by their work. GO ELSEWHERE.

    Thank you to David Thomsen at this location! My mom had received a letter from the IRS concerning a…read moremistake on her previous year's filing and we needed some clarification. We had used HR Block software, but didn't have a contract or anything with them. David was very patient and took time to look through everything to find the problem. He let us use his computer to access my mom's bank account for records of cancelled checks so that we could take care of the issue right then. He filled out the necessary form and wrote a letter to the IRS on my mom's behalf. All this took 2 hours and through it he couldn't have been more helpful. It really gave my mom peace of mind.

    Cincinnati Tax Resolution

    Cincinnati Tax Resolution

    (1 review)

    Village of Indian Hill

    If you have tax woes then you definitely need to see Toph Sheldon. Long story short I took the…read moreplunge and started my own small business in 2013. My taxes went sideways at no ones fault but my own. Feeling the pressure from the IRS I was considering to accept defeat. I looked up tax help on Google and instantly started getting flooded with adds all over my social media and tons of junk mail from tax relief businesses. All of these were from far out of the area. Everything would be conducted online and by E-mail with no face to face meetings. I found out about Toph Sheldon in Cincinnati. I gave him a call and set-up an appointment for a face to face meeting. It's been a long process ( about a year now). Once I retained his services the threat letters from the IRS stopped and definitely lowered my stress level. I had monthly phone calls and occasional face to face meetings with frequent updates throughout the whole process and just recently came to a settlement with the IRS. Toph was able to get me a $6700.00 settlement. The IRS was originally demanding $82,00.00. It feels like the weight of the world was lifted from me. With the upfront fees and the settlement amount, toph has saved me $$70,000.00. All of my taxes are up to date and in order now. I will continue to use him for my annual tax returns. He is definitely worth the money. I highly recommend you call him sooner than later. He and his assistant Mandi have made the process for me as painless as possible!

    From the owner: Self-Employed? IRS Problems? My name is Toph Sheldon, CPA for the Self-Employed and Founder of…read moreCincinnati Tax Resolution. If you have a tax problem, stop procrastinating and call me NOW! Call 513-342-4000. I can intervene and make sure you get the best resolution possible with the IRS. Sincerely, Toph Sheldon CPA for the Self-Employed Founder of Cincinnati Tax Resolution Call NOW: 513-342-4000 www.513Tax.com

    SW Strategic Solutions - taxservices - Updated May 2026

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