I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

I run a mid-size non-profit in Deep Ellum and this year we decided to switch accounting firms in…read morefavor of going with a local company. Moving my account to Baker and Company may count as the best business decision I've made this year. Baker & Company get two things right all the time: customer service and knowing how to make the IRS work for their clients. Twice in the last six months our company has received notices from the IRS stating we owed them, and twice this year our company has received checks from the IRS. I just sent it all over to Baker & Co. and they worked their magic. If finances get tough at the end of the month, the office joke has been that we just need the IRS to send us another notice. Baker's accountants and staff really know their stuff, are proactive in working with clients and fun to work with (yes I said fun). You get the results and customer care you'd find at a boutique firm without the price tag. Unhappy with your current accounting firm? Do yourself a favor and get yourself (and your business) to Baker & Company. You and yours will be well cared for there.

This company has their stuff together. I've been trusting Ford and the crew with my personal taxes…read morefor the last three years. Before that, a friend and I used them to help organize finances for a business we were working on. Since moving away from Dallas last summer, Baker & Company still allows me to accomplish everything in a super-streamlined fashion via mail. The entire staff is extremely personable and knowledgeable. The offices are really nice and comfy (warehouse-esque with a pool table and lots of natural light). As long as I'm giving money to the government, these guys are going to help me do it.

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

I would give them more stars if I could! Always professional & thorough...with good advice! An…read moreabsolute asset to have this team of great people on your side! THANK YOU Jon....& TEAM!!! Tony from CA. Small business in TX.

I've been using J Chester and associates for many years and they are excellent! They did a business…read moreI had and do my personal taxes as well. They are super professional and very friendly! Hard to find that combination anywhere especially in the tax business. I've referred numerous people that I know because I want them taken care of also. Thank you very much!

I trust Peter Marshall & Company, CPA for my professional and personal tax and accounting needs…read more Their attention to detail and willingness to customize their services to fit our needs truly sets them apart. I would recommend the to any business or individual looking for a great CPA firm!

As a real estate broker/investor and airline pilot, my bookkeeping and tax preparation have grown…read moreincreasingly confusing over the last 15 years. Two years ago my wife and I made the decision to engage with Smallwood and Associates, and that has turned out to be a smart business move! Cal has guided us through confusing transactions such as 1031 Exchanges, entity formation/capitalization and intracompany transactions. Even though my wife is a competent CPA, we decided our time was better spent helping our clients and spending time with our family, rather than stressing over the tax code complexities or looking over the shoulder of our prior CPA who merely "checked the boxes." Even during the hectic accounting season, Cal has always found time to sit down with us, face-to-face, to recommend strategies to reduce our tax burden and streamline our bookkeeping. We have saved a considerable sum in taxes since switching, and we no longer sweat tax season. I'm not sure how our experiences could have differed so wildly from the previous reviewer. We've found it easy to communicate with Cal, and we've always received first class treatment, though we're likely one of his smaller accounts. I'm guessing the reviewer probably provided insufficient/incorrect data, expecting miracles. The world's best CPA is no magician, and must rely on data as provided by the client! As the old saying goes, "Junk in, junk out." The "customer comes first" slogan proves a futile defense during an IRS audit! I sleep well at night knowing my returns are ACCURATE. I can enthusiastically recommend Cal as a CPA who will undoubtedly save you headaches while helping you keep more of your hard-earned money! Philip Sterling Broker/REALTOR Sterling Realty Co.

We use Smallwood CPA for all our business accounting needs - they are the best!! Always get our…read morereports back in a timely manner. They took my business that had the worst accounting records in America and transformed them into a completely organized report that is easy to understand, and now I know exactly where I stand financially thanks to Smallwood CPA! No more guessing my numbers YAY!

I highly recommend this firm. They have always treated me with courtesy and I've found them to have…read morehigh ethical standards.

Virden Chapman & Virden have prepared our tax returns for over a decade. My wife was self-employed…read moreand we have a rental property as well. Our taxes have always been prepared for a fair price, filed on time, and we have never had any issues with our returns. They have even handled accelerated depreciation for our rental property. Even during tax season, I get prompt responses to any questions I have. I recommend them to family, friends, and coworkers.

The staff at SDO is very friendly and professional. They are client oriented and provide the…read moreindividual attention necessary meeting their customers expectations. I would recommend their services to anyone. I have used them now for years to complete my individual and business taxes and trust them in helping me fulfill my obligations concerning. They do an outstanding job for us.

I needed a tax preparer closer to where I live as my former CPA had retired and sold his business…read moreto a company in North Texas, too far and inconvenient for me. Close trusted friends of mine referred me to SDO CPA. I called for an appointment, went the next day with my pile of papers and talked to Serena Do. In what seemed like hours, my tax return was prepared and ready for a signature. The encounter was professional from start to finish. I am pleased and highly recommend SDO CPA in Duncanville TX.