I first contacted Efficient Books in March 2014 and have been working with them ever since. They…read morehelped me establish my business and set me up as limited company with the state. Olga was very informative and helped me understand the basics of bookkeeping, various state and federal tax regulations and due dates involved. As a start up, I initially decided to to take care of all the accounting myself which left barely any time for me to analyze the workings of my business or to seek out new clients to grow my business. Once we started working together I found more time at my disposal to focus my energy on these crucial areas. I am very pleased with the company's quick response, they are very friendly, trustworthy and are determined to exceed your expectations. Efficient books have been integral to the growth and profitability of my business and I highly recommend them.

My husband and I operate several small businesses and recently hired Efficient Books to organize…read moreboth our business and personal QB files. Olga accomplished this in short order, and found areas where we can improve our accounting. She also files payroll, 1099s, and Franchise Tax Reports for us, and she is willing to file our personal and corporate taxes. Her understanding of accounting and timely responses are an ideal solution to our almost decade-long search for our bookkeeping and accounting needs. If you've become exhausted trying to find the "right" bookkeeper, this is your solution. Every one of her references told me before I hired Efficient Books, they don't want anyone else to manage their books--and neither do we.

I'm a local entrepreneur. I was getting my account serviced by another local accountant but switch…read moredue to the previous accountants delay in deliverables. I tried one month free promotion to try Codex Express and so far am very happy with the service I received. I have the financials, sale tax remittance confirmations etc in my inbox on the committed days. The timeliness and quick response time help me stay at ease and focus on running by business. Great job guys hope I had found you folks earlier.

McCutchan Advisory Services has been serving the community for awhile. Great to see this team…read moreconnected with the McKinney Chamber. Very professional and knowledgeable team.

Most unprofessional experience working with someone I have ever had. my previous CPA retired and…read moregave this office all our 10 years of paperwork. She could not make the time to pick up the phone or respond to our emails about our filing that was due and refused to file 3 days before the deadline. We finished our business with her paid her and received nothing. No records that is our property and all we got back is that she has no records from our previous CPA. Absolutely unprofessional!

I've been doing business with JW Hopp & Associates for 12 plus years referring dozens of friends,…read morefamily and business. Trust and Loyalty are the first things that come to mind when I reflect on my ongoing interactions with JW Hopp.

Greetings NaQui Taxes,…read more Lorie and I, would like to thank your for you awesome service! There are few words that could describe the level of professionalism each member of the team holds. We look forward to working with you all in the further. Respectfully, E. Larkins

We have utilized CWA to manage our endodontic practice. Their service and support are second to…read morenone. They have definitely taken us to the next level. Honest, accurate, kind. Keep up the amazing work! Nabeel Khan

As a 20+ year client, It's difficult to communicate the breadth of experience that CWA brings to…read moreyour life and financial plan. I travel from the East Coast (Philadelphia area) to Plano once a year for a meeting with my financial planner. He is very qualified, smart, knows me, and I'd call him a friend. He has often gone WAY above what our agreement for his services promises me for my fee. The firm is honest, and is growing. This firm is able to do your book keeping, tax, and financial planning. Our CWA group has another company pick our money managers, so there is NEVER any account churning, and your planner has his or her money invested as you are invested. The corporate culture is to put the client's needs first. If you go online and check out CWA.com, you can see some videos by Darrell Cain, who started the firm. The firm serves many people, from various backgrounds and businesses. Their niche is dentists. I am able to hire any of the financial hotshots in Delaware , Philadelphia, or NYC, and continue to choose Cain, Watters for my needs. I cannot recommend them more highly.

I called to find out if our ideals align and if we would be a good fit to work together. I was told…read moreto provide my tax information and then they will do the meeting. So my personal information and then they will talk to me. Fishy. Very fishy. I even got recommended to them by a friend. I advised the representative on the phone that I would like to speak with them before I provide this information. She said "we will not speak with you then". I guess that made my decision easy. Already can see that this place is not here to provide service.

I've been filing with Jeff Pickering for the last 2 years and never going to look at any other…read moresources to file my taxes. There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good. For my 2010 tax returns - it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund. He never advertises himself as 'maximizing returns' , but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return - it is an usually a segway for an IRS audit. And he has a wonderful staff who support in the tax filing ! Before finding Jeff, I was alternating between H/R block and filing it myself online. The biggest problem with H/R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other. Few Tips: (1) Get all your deduction items in order - carry any receipts etc and preferably prepare an excel sheet with all your deduction items (2) If you have any stock trades - you might want to generate the Schedule D yourself - some companies such as TD Ameritrade provide free tools to generate Schedule D - if not you can find one online where you can upload your transactions and the software will generate the Schedule D (3) If you traveled internationally, prepare an excel sheet with each date of travel - if it was a business travel day or if it was a personal travel Finally - keep all the records - receipts, tax filing ... + make some of the notes yourself and keep them in a folder - IRS can audit tax filings and if you get a knock on your door - you want to make sure that you have your papers with you.

Antoine is one of the best CPA's I have worked with. He definitely goes above and beyond what your…read moretypical accountant would do. He makes himself available for questions throughout the year and really makes himself an asset. Great to have someone like this to reach out to when you have questions throughout the year.