Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

This review has been a long time coming... and now that tax season is finally over, I can rest easy…read moreknowing everything is taken care of and correctly. I've been a client of FC360 for almost 3 years now and utilize them for tax planning, business tax filing, personal taxes, wealth management, and having a supportive environment for me to discuss my financial plans. The truth is, when I was looking for a general CPA for my local business in 2016, I wasn't looking for the right things. I made a spreadsheet containing these qualifiers; price, convenience, up-to-date, well staffed, years in business, and desire to do business. Although these are all great prerequisites to choosing the right FA/CPA/bookkeeper, I did not anticipate how FC360 would make me slide and drop that spreadsheet onto the trash bin. Never have I felt so comfortable that my finance team knew my short term and long term goals like the back of their hands. Henry and Louis spent 3+ hours with me on my first meeting to get to know everything I had going on and committed it to memory without needing to review (ever). To validate this, I have a lot going on but the bulk of it being small businesses that I knew how to operationally run, but was terrible at accounting and bookkeeping for. Henry made quick work of all of the businesses and with some back and forth about the nature of my local businesses, he was well on his way breezing through all the forms and taxes, on schedule. What's one of the most rewarding experiences about visiting my accountant (never thought I'd be saying that), is to see the growth of their business as well. I've witnessed a business that was smaller than mine flourish in a matter of years and far surpass mine without losing touch with their ability to cater to the every need of their clients. I'd like to mention that I have increased my business by over 3 fold since going with FC360, and I attribute much of that to their help. Lastly, they throw networking events every now and then which are wonderful. Chatting with the other clients of the wealth management programs is a pleasure and provides me a slight kick in the behind to schedule a meeting with FC360 to take even more calculated, but fruitful, risks!

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

Disappointed. I hired them for payroll services, but they missed the agreed deadline and the number…read moreof errors created extra work for me. Their office was slow to reply. I waited 9 days for a response. I followed up on 10/20, and as of today (10/24), the issue is still unresolved. If you use them, make sure to confirm timelines and get promises in writing.

I've known David Kee since I was in high school way before he was CPA of my current business. He's…read moreintelligent, hard working and is a true professional. Kee Mapes & Associates does a great job completing and filing my personal and business taxes. They help me in every way possible with avoiding penalties and getting my maximum refund. They are very dedicated, have extreme attention to detail and stay up to date with all current tax related issues. If you're looking for a CPA office in Roseville, I strongly recommend David Kee and his office.

Excellent service, very knowledgeable. Great staff and quick turnaround…read more Looks like their office will be moving but I'm sure the service will stay stellar.

Communication was virtually nonexistent. After the initial conversation with Charles, we never…read morespoke to another human being until I picked up our returns from the receptionist -- and this involved a business, a trust, and four separate tax returns. Not once did anyone contact us with questions, explanations, or comments throughout the process. The end result was that we paid more in taxes this year than we have in the previous 35 years combined. If you prefer no communication and want to feel like just another file number, this may be the firm for you. However, if you expect responsiveness, guidance, or even basic interaction, I would strongly recommend looking elsewhere. Keep in mind that any conversation with a staff member will cost you $350 per hour, even for something as simple as correcting a misspelled name , with billing applied accordingly. Learn from my mistake: interview several tax professionals before choosing Carothers and Associates.

100% recommend this firm! Very responsive, thorough, and fast. Their fees are also very reasonable,…read moreand most importantly, transparent. I really couldn't ask for more. Great experience all the way around!

Finally, a CPA who partners with you to understand your taxable income, write- offs and how to…read moremake smart financial decisions as a small business owner. Before I met John Worden a few years ago, each year it felt like our tax return was a shot in the dark. We never really knew if we would owe money or get a return. John explained to me how the IRS looks at our income and each aspect of our income and gave me the information I needed to make the proper income deductions so we have no "surprises" when we have our taxes done each year. Everyone at the office is also friendly and professional. I highly recommend!

Clayton is amazing, a true professional in the world of finance and money management. Not only does…read morehe have the expertise to taylor optimal investment strategies based on your financial situation and goals, but he takes the time to explain (in layman terms!) how and why certain moves are beneficial to your investment success. He's done an outstanding job with our money and several others in my family. Don't know who the guy was that left the poor review...probably a disgruntled competitor! Clayton's the real deal, and investing with him is something you won't regret. Jeff K.

When trying to understand how my elderly mother's account decreased so significantly in a…read morerelatively short period of time, Clayton did not offer the customer service one would normally expect. Very disappointed.

So grateful to Tax Owl, working with Erica, Amy and Johnny made a traditionally stressful task…read morecompletely seamless. Thank you Erica for taking the time to analyze my situation, answer all my questions clearly without confusing me. Thank you all for going the extra mile to ensure everything was handled correctly. Highly recommend their exceptional service!

What did the CPA owl say when she finished filing a difficult return? "Whoooo's ready for a…read morerefund?!" 5/5 tax preparation, no notes

I've used Mai to do my rather complicated taxes for several years. She is very thorough, and, in…read morefact, has caught errors others have made on profit/loss statements. Mai responds to emails quickly and I think charges a reasonable rate for her services.

Mai responded promptly and communicated effectively. Despite the fact that I reached out to her at…read morethe peak of tax season with a looming deadline, she gave my return her full and prompt attention. She spoke with me directly and spent more time and attention on my concerns than my previous CPAs did combined over the past ten years. The annual custom was that I would send in all my documents and then silence for weeks on end. Not the case with Mai! She confirmed receipt, gave me an estimated time of completion on the same day I submitted, and had everything back to me for review in just a few days. I feel very fortunate to have found Mai. It was pretty much luck of the draw, going off of Yelp reviews and intuition. I feel confident that my taxes are being done correctly, without overpaying, nor taking any shady deductions or cutting any corners.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

On September 21. 2021, my Succeed.net fixed wireless system was installed. The installer was Cody…read more He did a great installation. He consulted with me to find the best place for the cable and receiver. Cody explained the use of the system and how to use the modem. He was very pleasant to work with so he made the installation painless. If you have need of a service supplied by Succeed.net, I recommend you contact Succeed.Net Dan W.

Wow, has this company gone DOWN HILL…read more With no notice they raised my bill. I tried calling them to downgrade (I don't stream movies much at all) and sat on hold forever. Then I took advantage of their recorded voice offer to call me back. They never did. That means that I was sitting on hold that entire time FOR NOTHING. Same thing happened this morning when I tried to call them, still trying to reach them about the same thing, and no response, an no call back (again). Then I look at their web site and they've got notices on there that they have office space and servers available to rent. I guess times are tough now. I can't imagine why with a service decline like this compared to the past. This company used to be responsive and human and real and timely. Now you're on hold for no reason at all (they're never going to pick up) and forever, with raspy, terrible music that's like torture to have to listen to. I'm going to have to find an alternative. This company has LOST ITS WAY. There is NO EXCUSE for leaving customers on hold forever knowing full well you are NEVER going to put a human on to take the call, and you are NEVER going to return the call after offering to. No one needs yet another business run like this, and I'm not rewarding it with my money after putting me through this and wasting my time like this over multiple days.