She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

If you value your money, time and energy DO NOT use this woman. I left because of constant lack of…read morecommunication, constant errors on my returns and eventually when I decided to leave, in childlike form, she gave me zero access to my quickbooks information that I legally paid for so my new accountant had to start from scratch during the dead middle of tax season. Upon finding a new CPA, it was brought to my attention that she's not even a college educated CPA. You're probably better off going to H&R Block. I'm legitimately not trying to be petty but it's an absolute nightmare with her. I overpaid in taxes every year. I was so far paid up that when I started with my new CPA, I was told to not make a 1st quarter payment because I had paid so far ahead. Completely unprofessional in every sense of the word. Keep your money and skip the headache.

Very thorough. They will give to you straight and blunt. I recommend them for anything small…read morebusiness.

Nate Roberts runs a fantastic, professional team! Very thorough. I cannot say enough about Brent…read moreJackson! Brent is a wealth of knowledge and brings 30+ years of tax prep to the table. If you need a solid team to handle your tax burden and provide every legal advantage you are entitled to, I highly recommend Lifetime TA.

From the owner: At Lifetime Tax Advisors, Inc., we choose to be proactive in meeting the needs of our clients…read more Proactive tax planning means scouring your income and expenses for every available deduction, credit and loophole without straying into "gray areas"​ or creating "red flags."​ By staying abreast of current tax law changes and legislation, we identify planning opportunities thus minimizing current and future tax liability.

Serita is a sweetheart. I was impressed with her professionalism and rapid completion of my tax…read morereturns. I would definitely recommend her.

From the owner: We specialize in income tax preparation, accounting, payroll, and tax resolution services for…read moreindividuals and small business owners. No tax problem is too big for our firm. We offer fast, accurate, reliable services you can count on.

Consumer Beware! Learn from my mistakes. There are many good, qualified and professional CPA's in…read morethe Rockwall area, Steven is NOT among them. Steven has now received 6 voice mails, 2 live messages (via his receptionist) and 4 emails from me over a 6-week period. All have gone without a single response. He is quick to issue a bill and nonexistant when it comes to assisting his clients. 12 attempts in 6-weeks to reach him and after the review he calls me trying to get me to take it down. That explains his service model in a nutshell - self preservation without concern for his clients. My interaction is errily similar to a Google review posted by 1philcam. My calls/emails were all in reference to a $1,645 penalty letter I received from the IRS stating I din't file my business taxes on time. I was Steven's client at the time and he assured me that this had been done. His assistant stated she put my letter and emails it in his return call file but he refuses to return calls over this matter further proving his lack of professionalism and immaturity. Please, learn from my lessons, save yorself the headaches I and other have had and simply take your business to a qualifird CPA. Most of Steven's positive reviews are 4 to 5 years old and something has clearly chaged since that time.

We went to Steven when we were opening our first business. He handled our personal and business…read moretaxes that year. He said we ended up owing the IRS $40,000. We started making $650 payments each and every month. Months later we then figured out we were supposed to be paying a "sales and use tax" that we had no idea about. It was our very first business and we were lost. We talked with the Comptroller, and they extended our date as long as we filed by the new date they had given us. We went to visit Steven to do our taxes again and he agreed that he would file the Sales and Use tax. We told him about the situation and explained that the taxes had to be filed by that date. Five days before the deadline I started calling and emailing to make sure we were on track. I would call every morning and then again in the afternoon. As well as emailing him daily. I heard nothing back. The deadline date came and went and we still hadn't heard anything. I had to call the comptroller to see if our taxes had been filed and they had not! They said that since we missed the deadline we had to come up with the ENTIRE back amount plus fees and penalties or they were going to shut our business down until it was paid. We were absolutely beside ourselves, and I kept trying to get ahold of him. I finally got ahold of him and he said they had already been filed. I called the comptroller back and that same afternoon is when he filed. Steven had flat out lied that they had already been filed. He hadn't filed them until AFTER he told me they had been filed. Then we had to work and beg the comptroller to allow us to make payments. Steven tried to get us to file an extension and tried to make the situation better by filing a form to see if we could get our penalties back. By that time, though, I had already talked to them and filled out that same form and had taken care of everything. Days of thinking we were going to be shut down and scrambling to come up with the money to keep that from happening. Having a new business is stressful enough, trying to make ends meet with a new business is even harder. Then you throw this on top of everything, it was one of the most stressful times we had in opening our business. All because he wouldn't return calls and wouldn't do the job he was paid for doing. Because of him we even had to pay more fees. He never dared to bill us for our last taxes. We took our taxes to another CPA. That CPA was not only able to get the $40,000 dismissed but he got back all the payments we had been making as well. It's very sad because he has the ability to cause a HUGE amount of issues since you're dealing with the IRS! I wouldn't go to Steven if he were the last CPA on earth. You're better off managing through it on your own.

I would not recommend this company. They appear to be great people up front, but once they have you…read morein, the price goes up. I believe you can find a better company to do business with. I've owned my own company for 30+ years and know the value of your word. Don't waste someones valuable time and then try to gouge them. Have a blessed day

Stephanie and Spencer are amazing as professionals and even more amazing when it comes to caring,…read morekind and genuine people. They are brilliant, effective and efficient. Outstanding Service!

George is extremely helpful and knowledgeable. I am so grateful for his help! I would definitely…read morerecommend him to anyone looking for a financial advisor or estate planner.

From the owner: Award winning financial planner and investment advisor.read more

From the minute we entered the door, no greeting except to ask our name and if we had an appt. Had…read morean issue that no one seemed to know what to do with it. Had to go back in to sign and goodness we had to go over again the itemized areas. Agent did not greet us just called our name and down to business. Not personable at all! Will not be back. Also when I called I was put on hold for 5 min, and by hold they laid the receiver down and I heard all the conversations. I hung up, called back and then they told me they would call back and set up appt which they never did. I called back two days later and finally was successful in getting an appt.

So I make an appt last year at the completion of my 2021 tax session with the guy I want to use,…read morearrive today and girl at desk says, oh we got you with another guy...he had done our taxes in the past and I was not thrilled with the experience, he was hard to understand and it took 2 days and another person to finish the process. I mentioned this to the office manager, I asked for the next available appt with the guy I wanted, NOPE, he's booked out rest of the year, it's the guy we give you today or tough luck. Well after 37 years with H&R I guess they did not value my business, told this to office mngr, she said have a nice day... Disappointing to say the least. WOW, H&R sends me a message to call and discuss this issue, I call the number and it's a direct connect to a recording on health monitoring?? No way to speak with anyone, tried the number 2 times to see if I dialed wrong, the 3rd time a recording said number no good?? WTF is wrong with this company? Glad I made the decision to move on.

I can't recommend them more! While we usually can handle our taxes with minimal effort, we worked…read morewith Robert this year because we had a half year out of state, bought a house for the first time, and had a baby, so just wanted a professional to take care of this correctly and ensure we got the maximum refund possible. For $325 it was also nice just not dealing with it ourselves. Robert was a pleasure to work with (so was the staff in his office) and I'm sure we'll consult him for further financial needs as they arise over the years.

Never got to use them. Misunderstanding I guess but Robert was rude and difficult to work with. I…read morehad to pick up my paperwork and go somewhere else at the last minute. Maybe he was having a bad day.

We have used their tax services for many years and they have done a very good job. Always felt we…read morewere in good hands. Now that my husband is gone I still continue to use them with confidence

I think 5 stars are not enough! Smith Dunn takes care of both our business accounting needs AND…read morealso my home accounting needs. They are most excellent at both as well as answering questions that pop up from time to time!