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    Tate & Associates

    4.1 (51 reviews)

    Services - Tate & Associates

    Accountants

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    Photo of Jen G.
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    10 months ago

    They were fast, friendly, efficient and saved me a ton of money. All the stars. I'll be going back as long as they'll have me!

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    10 years ago

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    7 years ago

    The only bright spot about tax time is getting to see Rae Ellen and the group over at Tate Tax Associates.

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    12 years ago

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    Ask the Community - Tate & Associates

    Review Highlights - Tate & Associates

    My husband and I have been going to see Rae Ellen at Tate and Associates to have our taxes done, for over a decade.

    Mentioned in 15 reviews

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    Taxes by KD - Entertainment industry tax professionals.

    Taxes by KD

    (46 reviews)

    Kristina has been doing my taxes for years now and I can't recommend her enough. Kristina on her…read moreteam are so patient and professional and always answer any question I have. The process is just way more easier ever since I've been doing my taxes with Kristina. The stress of taxes has been lifted and I've been recommending her to all my family and friends because I trust her so much.

    I've worked with Kristina for the past 6 years, which is why this experience was so surprising…read more This year, my tax situation was straightforward (W-2 only), so I filed on my own and did not require services. I communicated that clearly when her team reached out and also shared that I intended to return next year. At that point, I was explicitly told I would be **deleted from the system** and treated as a new client because I did not file with them this year, despite a 6 year client relationship. That included being placed on a waitlist, paying significantly higher fees, and no longer working with Kristina directly, but instead being reassigned to someone else on her team. I spoke with Kristina directly to better understand the decision, and she confirmed this is now standard policy. What made this particularly frustrating is that this is not a large corporate structure where policies are fixed or inflexible. This is her business, and these are policies that have been recently introduced and are fully within her control. Applying them this rigidly, without any consideration for a long-standing client relationship, felt unnecessary and reduced a long-term client relationship to a transaction. After 6 years of consistent business, being effectively reset after one year of not needing services is difficult to justify from a client perspective. This ultimately reflects poor relationship management. I would strongly recommend clarifying continuity expectations in advance, as prior client history ultimately carries no weight under this model.

    Tate & Associates - accountants - Updated May 2026

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