I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

She was quick, intelligent and reasonable as to cost. I was extremely happy. I would recommend the…read moreservice

From the owner: Organizing your finances so you can spend your time doing what you do best!read more

Sean is hugely helpful and I can't recommend his work enough! As someone local, I was hoping to…read morehave guidance with all the covid changes, and he his staff were great.

From the owner: Sean Core CPA PLLC is an experienced, small business accounting firm located on the…read moreMesa/Tempe/Chandler border that provides tax and business services to small and mid-sized businesses and individuals. Our friendly and knowledgeable office has a team of tax and accounting experts. At our down-to-earth, yet experienced CPA firm, every customer is given the attention and devotion he or she deserves. We work with each of our clients on an individual level to determines what drives their business strategies and financial decisions. We respond to all questions within 48 hours, and we willingly make monthly visits to clients with consistent needs. We believe in working face to face with our clients so we can get to know them beyond their logos and company mottos. Our office is conveniently located right off of the Interstate 60 and 101 freeways. Our walk-up office is right on the Mesa, Chandler, Tempe, Gilbert border which makes it easy to visit. Besides East Valley, Scottsdale and Phoenix, we serve clients in California, Texas, Colorado and of course- the rest of Arizona. Our company has been around since 2005, providing top-quality accounting services that go far beyond industry standards. We have a combined 45 of years working in accounting, bookkeeping and tax work. Simply put, we are here to serve YOU.Our succcess is dependent on your success.

I was scammed by Nicole. If you're reading this, please find an actual CPA and not a CPA…read more"candidate". Nicole was hired to clean up my books for part of 2024, 25, and 26. We had a great conversation, and she seemed capable. However, the price was unclear. My business is small with minimal transactions. Nicole initially quoted $2 per transaction, but her minimum charge would be $1,000 even if I didn't have that amount of transactions. I agreed to this. I paid a $1,500 down payment on May 20th and asked Nicole not to send me surprise billing. She promised to send me a proposal, but it was delayed until I demanded that she stop working on my books as I saw no progress. I advised her that I would find another accountant to complete the job. By then, she claimed that 2024 (7 months) was complete and that I needed to pay for the work she did, even though I never signed a contract (it was never sent until after she knew she was being replaced). Nicole has billed me an additional $4,307.50 for 7 months of work that I have no documents to show that she ever did. I have since hired someone else to complete the job, but now I'm being threatened with legal action. I also read Brandi's review and wanted to give Nicole a chance, but I regret not taking the advice above.

I started business with Nicole in June of 2025 but ordered all current work be immendiantly stoped…read morein January 2026. We paid her over 5 thousand dollars, an estimated amount of 800 dollars was for an amendment that was never completed. and 4,000 of it was paid for an "Advisory packet" that I was never given a itemized receipt or invoice for any of the charges that were coming out of that retainer. She also has not sent us a W9 or provide her EIN # to us. As a small business owner this is very damaging and has raised some cause of concerns. We were guaranteed a service and did not receive what we paid for. We feel like we were scammed out of a lot of money and we will be filling a complaint with the IRS due to suspicion of fraud and Neglect.

I made an appointment with Roy after receiving an IRS letter regarding my 2019 taxes. He was able…read moreto amend my return and clear me of any financial obligation. Roy proceeded to tackle my 2020 return, he lended his expertise on several key details as it was a year filled with multiple job positions and financial decisions. The meeting took about an hour and a half, thankfully it turns out I'm owed a return from the IRS for 2020. The details of your own finances and tax obligations will certainly differ but Roy's kindness and expertise will be something I will continue to rely on for years to come.

I have updated my review because Roy ended up finishing my tax return on time and with better…read moreresults than I was expecting. I deducted a star for less-than-stellar communication, but am happy with the end result and the price of $250 seems fair. Next year I will begin the process a few months earlier than I did this year. I ended up making arrangements for another firm to file my return a few days before the deadline, because I wasn't able to get in touch with Roy to get confirmation that he would be able to file the return in time. I cancelled with the other firm a day later, when Roy let me know that my return was in fact already complete. Original Review: I had an initial consultation with Roy on March 30th. He was about 15 minutes late to our appointment. He rents a small office in a shared office space. During the meeting he told me he needed me to email him our tax forms, which I did the following day. He said at the end of our initial consultation that after he received my forms via email, he would reply back with some paperwork that he would need filled out. After that I never heard from him again, despite multiple follow up emails and phone calls to both his office phone and cell phone. I even left a voicemail, which was never returned. Roy seemed knowledgeable about taxes during our brief meeting, but he has now left me in a precarious situation because I was relying on him and he unresponsive, and we are only a couple days away from the tax filing deadline. Absolutely terrible communicator. I wish he wouldn't have accepted the initial consultation since he clearly doesn't have time to service his customers.

I would give this business zero stars if possible. Jessica has been so unprofessional. Lacks…read morecommunication quick to take your money, but can't return a phone call or an email. Has filed our taxes late due to her being behind which caused a $1500 IRS fee. Was told she was going to pay this fee and she has been ghosting not only us but the IRS and now we have been sent to collections. I wouldn't trust her to manage monopoly money.

I was told one price over the phone and that was not what I was charged at the end of my taxes it…read morewas $50 more. I was not impressed.