I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!

Sumeet was bright and very knowledgeable when we finally spoke on the phone. I was looking forward…read moreto working with her, however, she never called back or responded to my email after our initial conversation. Her prices were comparable to others but I wasted time trying to reach her by phone (it took 2 tries) and ultimately I had to find another CPA.

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.

Our accountant of 28 years retired, and we had to find a new accountant. Lynn was thorough…read moreand-quick.

Outstanding service, quick, and kind. 100% they won't sell your data Ike H&R Block will.read more

few things stress me out more than filing my income tax but Violetta Plyushko made it almost…read moreenjoyable. The past few years I've used a different company that took weeks to complete the process and charged about $100 more. Sat down with Violetta today and everything was all done in an hour!! i will definitely be back next year.

I could not have been happier! Violetta and her staff guided me through the process and made me…read morefeel like they were looking out for me and my business. I will not hesitate to use them again!

First, middle of summer, Brent picked up the phone. We only did a phone consult, but I am…read moreinterested in working with him because he was knowledgeable, relaxed, and kind. We spent a while on the phone and he gave great advice without asking for a consult fee. I'll be scheduling a paid consult with him after our great conversation.

I called CPA Solutions and talked to Brent about my tax situation. He was able to give me some…read moregreat advice. I would highly recommend them

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

I just started using Patti and can say that I feel very fortunate with finding her. She has…read moreassisted me greatly with understanding the in's and outs of my new business as far as taxes and such go. I dont know where I would be without her and I look forward to a long business relationship with her.

From the owner: Small Business and Individual Tax Advice and Preparation. My comprehensive online portal makes it…read moreeasy to exchange documents and progress with the completion of the Tax returns. Unable to accept new clients.

I've been going here since 2016 They are my tax service…read morefamily! I've even got my husband to switch over. We live way up north but I will always make the drive to Kent to do my taxes w them since I trust them!

READ THIS!!! PLEASE be careful! I don't really like putting bad reviews but this one i have to! We…read moreusually do our own tax papers but because we just bought a house and has to kids we decided to go here. When we got there she probably did the papers for 20 minutes, and said we're only gonna get $300. She said we're not gonna get anything from the house because we only paid $12,000 on the tax. And that part I understand! But $300 with 2kids? Good thing She asked for the kids verification before submitting it. She charged us with $110. We left and called them back and we asked them to hold it because my husband can't believe that we're only gonna get $300. So my husband did it with turbo tax and it came out $4,300!!! Please be careful!

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.