Ms Surbi has help with our tax this time and we have to many problems after that. Very rude staff…read morewhen my wife called so many times to talk about the tax and no answer.

MUST READ: Here are…read moredue diligence with Asim Shamim: 1. He is NOT a certified CPA, you can call CPA board and see that CPA board has no jurisdiction over him because he is not a certified CPA 2. He claims to have worked in IRS and have contacts in IRS, which are BOTH lies and illegal 3. Staff is SHADY. There is ONE phone number for everyone and you never know who's handling anything. 4. He has "associates" that are also SHADY; one of his friends will ask for Zelle payment of $1500 to set up your retirement. Can't help but think they are all in it together. 5. There is an IRS complaint form 14157/b that you can file against your tax accountant listing failure to provide proper documentation, false promise of return that you don't get, and improper communication. 6. I went through 18 months of hell with these guys and cost me money, sanity and time. Before you make the same mistake I do; please do your homework and STAY FAR away from these guys.

This was my first time figuring out how to file my own return but I had absolutely no problem…read morebecause Mrs. Diya was an absolute gem! She explained everything so thoroughly and kindly and made it seem understandable! Not to mention she got me a great refund that I would not have figured out myself! Thank you so much Diya for your AMAZING help!

From the owner: Qualified Tax professionals and accountants who will guide you through your business and financial…read moreneeds that will help you strategize your finances and save big on your taxes. Certified Acceptance Agents that help foreign nationals getting their ITIN.

I have worked with Julio and Karina and they are great! They were super helpful for my business…read more I have referred others to them who have also had great things to say. Keep up the good work!

Julio and his team are great to work with. They have been handling my business (real estate sales)…read moreand personal returns for over 6 years. They are a valuable resource and an important part of my business. I highly recommend them.

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

Great service from Ron. Very thorough with the tax services. Highly recommended. Will come back…read moreagain!

My husband and I just moved to plano. This place was the first I've seen with pretty high reviews…read moreand great reviews. When we met with Ron, we were just pleased with his professionalism his attention to detail. We recommend coming to Your Money Matters! Especially if you own your own business!!!

Let me tell you, the attention to detail is unmatched! Small, medium and large businesses should…read moreuse this HR service. They make sure your business stays out of trouble from being sued, take care of payroll, keep you up to date of regulations, hire and fire employees properly, have trusted sources to provide 401(k) plans. They are ethical, moral and truly care to partner with you to help you with the people in your business. You are likely exposing yourself to lawsuits if you aren't using this company. It's amazing how comprehensive and knowledgeable they are.

From the owner: Excellian was founded to provide customized HR services for every business. For some companies, the…read moreneeds are great and complex. For many others, a few templates and training sessions will do. This is the value of Excellian - companies choose the level of consultative services that is right for them. At Excellian, we provide customized, flexible, HR services to support your business, your people, and your vision. With Excellian you finally have a trusted partner so you can keep your focus on running your business successfully

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.