If I could give zero stars I would. I used this company from 2018-2025 for my small business. I…read moreassumed a company of CPAs would know how to do taxes, however I was incorrect. I questioned them for years on the inventory issues and finally fired them a year ago when they suggested I use someone else's sales tax ID to order wholesale items for my business. I had an independent accountant review my taxes and it turns out that they had in fact counted my inventory correctly every year and in 2021 alone I am due an amended return of $22,000 minus a $12,000 disallowance from the IRS. We still have to do 2022-2023 amended returns. This company has put me at risk of having to file for personal and professional bankruptcy and losing my health insurance as a disabled person. I cannot express how horrifying this experience has been and how they have screwed up my life and finances for the foreseeable future. Avoid at all costs If you are a current small business client with inventory products AND material components, get a second opinion, because they may have screwed you over too.

Man. What a bummer. I was recommended these guys from someone I trust, but they totally left me…read morehanging. They are very poor at communicating. The services they offer are very expensive but cover various areas. I paid them a large amount of money for a specific tax request just to be told that my payment dud not include the service I requested. That was infuriating. These people know their field, I'm sure, but their communication is just horrible. They feel like a company that is stretched too thin to provide any level of competent customer service whatsoever. I will not work with these people again.

I started working with Dale because I was struggling to effectively manage projects that don't have…read moreset deadlines. Dale started by prompting me to think broadly about my goals in life, where I am, where I see myself going, and how I'm going to get there. By talking on a regular schedule, Dale has helped me create accountability structures that work for me, while also checking in to see if my day-to-day routines, including rewarding myself for accomplishments, are working and what I can improve. Knowing I will be talking to Dale nudges me to meet the goals I set for myself, and when I miss them, his approach is constructive and forward looking. He is a caring and upbeat coach who helps to keep me on task to be the professional I aim to be.

they're supposed to be helping with career counseling and life coaching, and other areas to improve…read morepeople and their well being, I guess overall and my feedback was from both representatives that they cannot help me made me feel very devalued. They can improve their value of service request. At least possibly try to help in other areas. It seems though this place is located in Allentown PA 18106 and I will be reporting them in a Better Business Bureau for further investigation.

I was a driver and employee there I experienced a lot of caring and appreciation that I was hired…read moreto be a team member with the company the atmosphere is clean and other employees are helpful and friendly. I would recommend this company to people

Terrible. overcharged for services and we had to basically tell them how to do our taxes or we…read morewould have overpaid federal significantly. would not recommend at all.

Needed help with a question about my tax return and Melissa was very helpful in explaining what I…read moreneeded to do.

From the owner: Struggling to stay on top of your books, payroll, or HR compliance? You’re not alone, and you don’t…read morehave to do it all yourself. At Totalis Solutions, we provide modern, tech-driven support for small businesses, startups, and nonprofits across bookkeeping, accounting, payroll, HR, compliance, and operational strategy. We know what it’s like to run lean and wear too many hats — because we’ve been there. Our founders bring over 25 years of combined experience owning, operating, and leading businesses from the ground up. We’ve built Totalis to be the partner we wish we had: one that combines personal insight with professional-grade systems. From catch-up bookkeeping and messy payroll fixes to building scalable HR policies and financial dashboards, we’re here to bring clarity, control, and confidence to your back office so you can focus on growing your business. We leverage automation and AI (the right way) to make executive-level support fast, affordable, and easy to implement - no jargon, no inflated retainers, and no one-size-fits-all templates. 📍Based in Delaware and fully remote-capable, we serve clients across the U.S. ✨ Get back to doing what you do best. Let us handle the rest.

I have worked with Sherry on multiple projects over the last 14 years. She is a wealth of…read moreknowledge and I can always count on a prompt response when I have questions or challenges. Last year, when we were faced with new regulations on reporting fuel/heavy highway tax for our fleet, Sherry was able to save us time and money with her knowledge. I always know where to turn when new challenges arise.

From the owner: • Customized Monthly Accounting Packages • Accounts Payable…read moreManagement • Accounts Receivable Management • Cash Flow Management • Payroll Processing • Month End Close and Financial Statement Preparation • Part-Time CFO Services • Insurance Audit Preparation and Coordination with Auditors • Business Strategy and Coaching • Tax Time File Preparation and Coordination with CPA • Job Costing and Work in Progress Schedules • QuickBooks Online Setup • QuickBooks Online – JobTread Integration and Setup • QuickBooks Desktop to QuickBooks Online Conversion • Viewpoint Vista Construction Software Consulting

My resume and LinkedIn profile was in desperate need of a refresh. Julia was outstanding in…read moreaccomplishing both objectives. She was professional and clearly understood my career goals. In addition, she provide amazing advice and suggestions. The entire process was quite easy, thanks to Julia. I will continue using her career planning services and I highly recommend her.

Career and job changes can be hugely emotional, and Alexa takes a holistic approach to give her…read moreclients what they need in the moment-- be it practical advice or personal encouragement. She helped me shape my resume and establish a personal statement during a major career change a couple years ago. More recently she's been a godsend as I've had a crisis of confidence in my current career. She helped me figure out a game plan not only for networking and figuring out my future direction, but also walked me through the process of finding a professional mentor. I cannot recommend her and her team enough!