Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

It's sad to see that the reviews are amazing and with me I have been ignored , no responses as he…read moreamended 2 of my returns and filed 1 return with issues now resulting in me owing money. So I'm hoping that I don't have to go further into detail and giving this company one more chance to respond to me before I provide emails , text messages this has been going on for almost 3 years I can't move forward with my returns from 2022 2023 and 2024 becasue of this. It's sad it's heartbreaking and frustrating

Gary is the consummate professional. I have no question about his integrity, effort, work ethic, or…read moreresults. He goes above and beyond and cares about every person he works with/for. Trust me and stop looking for a Tax Adviser, he knows his business and does what he says he will do. Jonathan

I highly recommend Iris Financial Services. The staff is fantastic and Grifin is the best in the…read morebusiness.

I cannot say enough good things about the entire team at Iris. From the very start, they have been…read moreorganized, informed, patient, and thorough. As new business owners, their expertise has been invaluable and allowed us to do what we do best and not have to stress about the details of the books or other requirements like taxes and filings. We love that they work directly with our CPA to minimize stress on our federal returns, and even took the time to give us a Quickbooks tutorial. Now, with all of the changes and uncertainties of the Covid-19 economy, we are even more grateful. They have kept on top of all of the relief programs, both federal and state, and have maximized our assistance, making sure we have what we needed for our PPP loan and even doing the legwork of our TN Relief Program application. They are truly thinking of us and all the ways we can succeed as a business.

Please understand this. DENNA has been a life saver! Finances and compliance are an integral part…read moreof business and running a thriving business. For the last few years, our business has been operating below our potential because we didn't have the right person to handle our bookkeeping. Denna has been patient, kind, and dedicated to getting our business healthy and thriving again. She not only cares but she is organized and relieves a lot of anxiety, knowing that she is handling all invoices, payments, etc. If you are a business owner and you think you can do your own bookkeeping, please don't. Hire someone trustworthy like Denna... it will save you money in the long run.

From the owner: Keeping Track of Your Business - One Dollar at a Time…read more The concept of Ledger Elite is to go beyond just the accounting, payroll and taxes because a business is more than just that. We strive to become the small business owner's back office. Many small business owners often miss opportunities because they are so involved in the many facets of running their business. We strive to put the owners in more of a leadership role by offering insightful information that goes beyond the numbers. Bookkeeping based on your level of need: Transaction categorization, End of Period Account Reconciliation, Adjusting Entries, Financial Reporting, Asset Tracking and Inventory. Payroll and Subcontractor Payments: Processing, reporting and tax filings, Tax Deposits, W-2's, 1099's and Worker's Comp Audits. Tax Preparation includes Sales Tax, Business Tax, Tax Schedule B, Annual Auto Report, Tire & Oil, Liquor, Hotel Tax, Corporate Annual Reports, Franchise & Excise Tax and Federal Filings. Quickbooks Pro Advisor - Set Up, Clean-Up and Maintaining. Administrative Support: Research & Development, Marketing, and many other administrative functions. Let us become your office support on call!

I am very disappointed with my experience working with this CPA. I initially hired her to complete…read moremy tax return and paid her in full. After providing all requested documentation, weeks passed with no progress updates and she became extremely difficult to reach. Months went by without a response. When I finally filed a dispute with my credit card company due to the lack of service, she suddenly reconnected with me and explained that she had lost her laptop, assuring me she would complete my return right away. I gave her the benefit of the doubt and paid again after the dispute was reversed. Unfortunately, the same pattern repeated. She stopped responding to messages, did not complete the work she was paid for, and has once again become unreachable. My tax return remains unfinished. I have since spoken with multiple other clients who described very similar experiences -- long delays, lack of communication, and returns left incomplete. Based on my experience, I cannot recommend her services. I hope this review helps others make an informed decision.

Paid for services that she never did and when we tried to contact her she never answered us.read more

Bank reconciliations are a very important and necessary task which help ensure that your small…read morebusiness is meeting government requirements. Many find this task stressful, tedious, and time-consuming. This is where a bookkeeper adds value. By relieving the business owner of this very intricate task, the bookkeeper frees up a large amount of time that the owner can then devote to perfecting their craft...Growing the Business!