Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

This was my first year of having Sterling Tax complete my tax returns. I met with Talib who was…read morevery professional, friendly and competent. I highly recommend Sterling Tax for your accounting needs.

Talib is amazing with completing my tax returns every year! I've been with him for several years…read morenow and he always does a fantastic job. This year we itemized and I actually received money back! Such a relief!! He has advised me on tax planning, he's always concerned about my well being and prompt with my return. He definitely helps with the stress factor, even at the last minute. percent recommend his services. You will be so happy!

We have used Vaughn two years now and she's great! We love not doing our own taxes and she does a…read moregood job!

I highly recommend going somewhere else for your tax needs. I had to have someone else redo all the…read morebooks and taxes. The bookkeeper is non responsive and argumentative. The worst experience I've ever had. Especially for a new business owner looking for guidance.

David has processed my taxes, personal and business for the last 10 years. He is responsive, quick,…read moresmart, and a thoughtful individual. He explains the rules and principles accordingly. I recommend him highly!

David York is a great CPA is a wonderful CPA and you can feel comfortable working with him. I…read morefound him a few years ago on a referral from a friend and I won't work with anybody other than Dave York. He is professional, knowledgeable and has always provided us with sound financial advice.

Denise has been our tax professional for almost 10 years and each year we work with her and her…read morestaff is excellent. She is thorough and we really enjoy working with her. I highly recommend Denise.

Denise has been my Accountant for over 20 years and she is THE BEST!!…read more She takes the time to listen to your needs and takes care of everything!

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.