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.

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!

I first contacted Efficient Books in March 2014 and have been working with them ever since. They…read morehelped me establish my business and set me up as limited company with the state. Olga was very informative and helped me understand the basics of bookkeeping, various state and federal tax regulations and due dates involved. As a start up, I initially decided to to take care of all the accounting myself which left barely any time for me to analyze the workings of my business or to seek out new clients to grow my business. Once we started working together I found more time at my disposal to focus my energy on these crucial areas. I am very pleased with the company's quick response, they are very friendly, trustworthy and are determined to exceed your expectations. Efficient books have been integral to the growth and profitability of my business and I highly recommend them.

My husband and I operate several small businesses and recently hired Efficient Books to organize…read moreboth our business and personal QB files. Olga accomplished this in short order, and found areas where we can improve our accounting. She also files payroll, 1099s, and Franchise Tax Reports for us, and she is willing to file our personal and corporate taxes. Her understanding of accounting and timely responses are an ideal solution to our almost decade-long search for our bookkeeping and accounting needs. If you've become exhausted trying to find the "right" bookkeeper, this is your solution. Every one of her references told me before I hired Efficient Books, they don't want anyone else to manage their books--and neither do we.

I went to Vicki today for my first time to have a professional do my taxes and she is Great. Very…read moreknowledgeable, very friendly, very efficient and quick and very fair and affordable. H&R Block directly across the street wanted three times more than what she charged for some reason so I'm glad I found her. I recommend her services to others!

From the owner: We specialize in helping small business with their bookkeeping and tax. As a QuickBooks…read moreProAdvisor, we offer tutoring to help you understand your business accounting better.

Sudha did a wonderful job helping me with my taxes and corporate paperwork. She is professional and…read morevery reasonably priced. I like how she is very easy to contact and will answer any question in easy layman's terms. I am very happy with her work.

Sudha Periasamy is knowledgeable and very professional. So happy we had her do our taxes this year…read more Her pricing is fair and she took the time to explain everything carefully and help us figure out our best path. She answered all our questions with patience and good advice. And, she worked quickly! Strongly recommend!

Everything. Their platform is easy to use and their communication is incredible. I trust them and…read morerely on them

We have used Swimelar CPA tax preparation services for 12 years now and are very happy with their…read moreservices. They are wonderful to work with and have updated their systems over the recent years to better serve their clients. Knowledgeable, not afraid to tackle issues and look for answers... great support! Friendly, professional and reasonable! Highly recommend!

Monica is responsive, diligent, and reliable. Most importantly, she cares about her clients and…read moreproviding them with excessive service. Highly recommended.

Hello, I am Michael Rayford and I own Lone Star DOT Consulting and Compliance. We decided to go…read morewith Escale Business Solutions a few years back and have been extremely happy with our decision. Escale is heads and shoulders above anyone else we have ever used. Monica always answers our calls and provides solid advice and guidance. Our business brings in at least 30 percent more money with Escale because they are so much more efficient at getting our invoices out and keeping our books organized. They are professional grade! Great for small businesses. If you are using someone like Cal Vetti Fergeson and are not happy with your results, I encourage you to call Escale and see what it is like to have a professional handle your finances.

I needed an Accounting Pro to get my small business finances in order…read more D-Nice Accounting went above and beyond for my company.

From the owner: Our mission is to provide top of the line Bookkeeping & Tax services and solutions that deliver…read moreknowledge and information to create a smarter and more financially viable business. Our proactive strategy approach allows our clients the freedom to make great financial decisions without stress, the key is organization and planning. We will go above and beyond the call of duty to get the job done for our clients.