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    Wheeler & Egger CPAs

    3.2 (5 reviews)
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    Services - Wheeler & Egger CPAs

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Hawks & Associates CPAs

    Hawks & Associates CPAs

    (3 reviews)

    I could not and would not ever recommend Hawks & Associates CPAs…read more Hawks CPAs is a dishonest organization. We made a Big mistake providing them a retainer for assistance. We were charged 980.00 dollars for nothing more then bad advice and weeks of wasted time. If you are even remotely thinking getting involved with Hawks and Associates, you should invest the time to read our recent experience (December-2025). First, they would not even talk to me until I gave them a 2000.00-dollar retainer. After doing so, they did not provide any receipt and I had to ask, insist for one, which I received a few days later. This got me a hand written invoice that looked exactly like the type of invoice I provided to customers I did gutter cleaning for when I was a teenager about 40 years ago. In short, Hawks charged me for bad tax advice, corroborated by our banking manager and lawyer. The tax advice they gave me could not even be acted on, as both our banking manager and lawyer said we could not move forward with what they advised. Only after I told Hawks CPAs the advice, they gave me was incorrect and could not be acted on did they contact my banking manager that told them exactly that. I provided all of our information, copy of trust, all associated documents and contact information for our banking manager, lawyer and clearly stated, contact them for any needed information... They never contacted them before telling me how to move forward and I clearly believe they never even looked at any the trust and accompanying documentation or banking information I provided, before giving me bad info and charging me 980.00 dollars for their waste of my time and money; Morons. Hawks and Associates CPAs sent me an invoice for 980.00 that only stated General Services and 2025 Tax planning. I asked if they could please send me a more detailed invoice as to what the 980.00 fee involved. Hawks said no, they do not provide detailed invoices. After this I had more than enough of their BS and fired them, immediately terminated any further services with them and insisted they return any remaining funds provided for their retainer. I gave Hawks CPAs the exact spelling that was needed for the check to be deposited back into the Trust funds and asked them to please make the check out to the trust name, of course they did not follow this simple request and made the check out to me and my wife... I also asked them to please return all documents I provided and to provide the tax forms they indicated they had already been working on. They returned nothing to me and keep stating they already returned all documents and completed tax forms to me. Additionally, I also received a letter from Robert Hawks stating, "they returned all documents, materials and tax documents they worked on" and "they will no longer provide any services to me and I will need to find another service provider for assistance with tax, bookkeeping and accounting services effective immediately". To date I have only received a check endorsed to the wrong entity and their repeated statement of they do not have any documentation in my file. Read my mind!

    The most arrogant and unfriendly business I've ever worked with! One time, that's all it took…read more Go to ANYONE else! They think they're lawyers and bill off of retainers WITHOUT providing itemized documents! Scam! Who can't provide itemized bills!??

    Carlson & Associates - Eric Carlson CPA

    Carlson & Associates

    (4 reviews)

    Visited them at the end of November 2025 and brought all year-to-date financial info. Was told that…read morean estimate of my 2025 tax refund would be around $3,500. Had them do my taxes. Had to reschedule an appointment with my financial advisor because Carlson & Associates took 4 weeks to do my not complicated taxes (a week longer than they said it would take). And instead of a $3,500 refund, I am getting 80% less - $700. $500 of which gets paid to Carlson for their fee. NOT HAPPY.

    To anyone who is considering using this company you might want to reconsider. I am new to this…read morecompany. I have been trying to work with them on multiple tax returns since Aug 2025. I provided them with all the documentation they needed to complete them. So far I got one done, which took a great deal of patience to deal with, however I can't get them to provide me with my second return. I have contacted them several times asking for updates. Weeks went by and still no response or update. Lots of apologies but no results. When I contacted them directly once again because they did not follow through on their commitment to complete the return the week of 1/5/2025, I asked the receptionist to speak to Evan(Head Guy), which she said he was unavailable to speak to me...again! I got in an argument with the receptionist about the poor quality of service. We both got short with each other. She then put me on hold, then came back on the phone in which she curtly said 'we'll send you all of your documentation, you need to go somewhere else", before abruply ending the call. It is not surprising that a company that is this unprofessional at handling accounting services now takes it out on the customer. They decided to cancel processing my last return and fired me. It seems that I am not the only one they did this to because there is another review with a similar result. Egregious customer service. Leading up to this, they were very unreliable, difficult to work with, and can't seem to meet their commitments. Their processes and services...SUCK. I can't believe this accounting firm is even in business.

    Wheeler & Egger CPAs - accountants - Updated May 2026

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