Their bookkeeping services are invaluable to my business. I highly recommend them for all your…read morefinancial needs!

UPDATE: 02/02/15:…read more Went in today to straighten things out. Mr. Milligan is a very nice guy, and apologized for the mistakes and took action to correct them, buy re-doing the tax forms and explaining what needed to be done. He is very knowledgeable and just made an assumption that my company would be listed as an S-Corp (as a majority of LLC's elect to be), rather than a C-Corp . I am sure this is a rare occurrence. Original Review: In our initial consultation, I went over all the details with my notes. He didn't make any notes. I assumed he knew what he was doing and figured he was the professional. When the forms were complete, I went in to sign them, but was not given a copy. He said he'd mail me the forms the next day. Seemed weird at the time, but I took it as standard procedure. I should have looked better at the forms - my fault! When the forms didn't arrive, I called. He said he'd put them in the mail. Still, no forms. I got a call asking to come pick them up, which I did. Got home and noticed some mistakes, which I emailed him about. I got a short reply, "I'll get right on it." Three weeks later, no word, so I email again asking for an update. He replied that he was going to file an amendment, but "they" don't look at amendments until September, so there was no hurry. (?). Today, I get a letter from the IRS stating that the incorrect form had been completed for my business. All I wanted is for my personal and business taxes to be done correctly. 2014 was my first year in business and I wanted to get things right and sought outside help. If all these problems are worked out to my satisfaction, I will update and amend this review.

Top notch service. Tom is very knowledgeable and goes above and beyond to meet his clients needs.read more

Exceeded all expectations! Responsive, efficient and reasonable. You can't go wrong with these…read moreguys.

This firm cares only about their fees and not about their clients. One of the partners that I have…read moredealt with was rude and condescending. As a female emerging from a diovrce with little financial knowledge, I felt my questions were stupid. I would not recommend this firm.

Victoria is awesome! She did my taxes so quickly even thought I had a ton of paperwork from…read moredifferent freelance work. Easy to communicate with and helpful answering questions. She gives an easy checklist that helps make sure you have everything together. Thank you so much, I'll definitely be going back to her next tax season!

Victoria is amazing! Very quick turnaround and perfect service! She went way over and above for…read moreus!!

This is the worst experience I have ever had with a CPA. She was not transparent with her pricing…read moreto do my business and personal taxes for 2025. I should have known better than to trust "I'll have my associates work on it and they charge less but if I work on it I will charge my fees (300+)". The bill was almost 4k and I started crying because I didn't know how I was going to swing that. Then she sent a notice saying they would not submit my returns and would file for an extension if I didn't pay her invoice. I had every intention of paying and did on time. I asked for a breakdown of the costs for the price of doing my taxes, and she only wrote back "I saved you in taxes blah blah blah" but never gave me an explanation or breakdown of service fees. I still have no idea what her associates were charging hourly. Lesson learned. I will never do business with a firm that isn't clear about their charges for service. I DO NOT RECOMMEND THIS OFFICE.

I do not recommend Bartlett's office to anyone. We met with her beginning of October 2024. My…read moremain questions was regarding our estimated taxes since we were potentially selling multiple rental properties. We had a nice meeting with basic advice, and she stated it would be a couple of months before she had any numbers for me since she was currently working on quarterly taxes. We had a few email exchanges with Melissa over the next months and a phone call but never received any numbers. This year around March, my husband reached back out to them to do our yearly taxes. Melissa emailed us a few times answering some questions. For the past month, my husband and I have been uploading our tax documents into their platform without anyone from the office asking us penitent questions needed to complete our return. We still didn't know how much we were going to owe so we put our information into Turbotax to see an estimate and to make sure we were sending them everything they needed. A week before taxes were due, we asked them directly if they were going to have our taxes completed because we hadn't heard from anyone nor been asked anything about our different tax situations. We told them in the email that if they were unable to file in time, we could use Turbotax so we didn't receive a penalty but we wanted them to file them. I also told Elizabeth that it looked like we were going to owe a lot more than we expected next year because we failed to meet an exemption that we were unaware of before selling our home. I told her that I would have expected that to be something she told me during our first meeting because it makes a huge financial difference. Instead, of calling me to discuss the matter, Elizabeth sends us an email six days before taxes are due telling me that she is discontinuing our relationship because I questioned her integrity. She was also offended we had used Turbotax. The entire situation was unprofessional and immature.

Rachael has been acting as company controller for the last 4 years. She has done excellent work…read moreand helped take the stress out of our bookkeeping.

I cannot think this firm enough for their quick response and guidance with my tax questions…read more Chelsey went above and beyond in making sure I understood Shopify taxes for my small business and I am so thankful for her guidance. Highly recommend!

I paid these people thousands for absolutely nothing. Never got one monthly account statement. Just…read morerobbery

Clint and Christy and staff, The service is great, a good…read morevalue , and they are a great business and tax advisor. I've been using for my taxes for many years thank you very much Kenny Fox