We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

We needed a new tax partner after our CPA went dark on us and did not get us our returns back to…read morefile... we were in a bit of a panic. We followed the reviews to Masler and Associates and were very pleased with the thoroughness and efficiency with which our returns were prepared. We look forward to this new partner on our financial team. Kerry W

Masler and Associates have been my trusted accounting firm for over 12 years, and I couldn't be…read moremore grateful for their exceptional service. From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support. Their dedication and attention to detail year after year have made them an invaluable resource. It has truly been a pleasure working with their team. Thank you for being such an integral part of my business growth and expansion over the past 12 years. Dr. Mindy Bixby

Absolutely. Vince us totally professional, gives his best to his clients. I e used zvince for…read moreseveral years, will continue to do so

Vince and his team have been our go-to accounting firm for both my business and our personal tax…read moreneeds since 2011. They literally took the stress out of doing taxes, which in turn saved me time and money. Very professional and highly recommended!

I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.

We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!

I feel so GRATEFUL to have found this company!!…read more I came from another accounting firm who under-delivered, didn't communicate, and I felt like I had to manage them. It was such a frustrating experience. Jarus & Co. is an AMAZING company and an ASSET to my company. They are one of the most efficient and organized companies I've ever worked with and they have an incredible system. I always get a monthly report, on time and unprompted. They are ON TOP of the books and take the time to learn about my company expenses. Whenever I have ANY questions they answer, many times walking me through the process with visual screen shots. The payment system is painless and streamlined with a monthly flat rate to my credit card. In short - they take care of EVERYTHING, and its such a huge relief. I could not imagine running my business without Jarus & Co. They truly feel like a partner and just TAKE CARE OF THINGS so I can focus on other parts of my business. I've had such a great experience with them that I actually hired them for a second company that just launched.

Ryan's been my CPA, management consultant, and financial sounding board for about a year now. I…read morewas initially referred to him by a friend, and switching my business and personal accounting to his firm was one of the best decisions I've made in the past year. If you look up Ryan's experience, you'll see he's worked for PwC, held c-level positions at a startup manufacturing company, and has recently launched his own CPA practice (2+ years) and holds outsourced controller/CFO positions for several of his clients today. Ryan not only helps me with accounting and tax filings for both of my businesses and my personal returns, but he also provides business guidance from a seasoned exec/entrepreneur's perspective. As you can imagine...I've already referred him to many of my friends and business associates!

My ex employer used this firm for about 8 years. Now as an independent Bookkeeper I always refer…read moremy clients to this firm. They will treat you as a bookkeeper with respect, treat your clients with respect and are always working for the client. Their communication skills far out weigh those of most CPA firms. These are not a bunch of "walking dead boring" CPA's. They are up to date on solutions for your business and they specialize in real estate and construction. If you are a contractor or real estate investor who needs a great CPA, these are the people to call.

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.