Paid over 2500 for the SBA service in July, 2020. was told if not satisfied a full refund would be…read moregiven, after Aug of 2020, Allie who was the one contacting me from her, quit responding, I have sent multiple emails to Alan and Allie as well as through the online portal, and receive no replies. At this point I would like my money back, and would not suggest anyone use them, there are other companies out there that have done what they said they Would do. Very disappointed, and wonder how many others got burned from this company in the last year.

Alan seems like a nice person but other people in the company stopped helping or responding me at…read moreleast month ago. Anthony, Kathy, Britney. It feels they dont care and left me hanging. I asked Alan if there is someone else that can help me and he couldnt really give me a good answer. I paid over 2200 3 months ago for the sba program and i hope this is not the end of their service.

helped me calculate my quarterly estimated taxes on time. The accounting and tax team at Herman P…read moreOrtiz CPA PC are responsive and efficient

I highly recommend Herman . He helped my small business through all of covid 19. He still reaches…read moreout when he comes across something that may help my business . He is personable and trust worthy. I tell everyone I meet opening a new business or who need help in their current to reach out to him for the best guidance .

Corporate Turnaround and my direct contact Adam Lang help my business stay afloat during very…read moretrying times. I never wanted to lose my business or go into bankruptcy and as luck would have it we found CT. After getting all the info to Adam and his team I was able to lower my stress a bit. Collection calls stopped and those that I talked to I was able to refer them directly to Adam. CT even has an in house attorney that helped me through a few hurdles. My case was huge. Six figures huge! If you are stressed, worried and wrapped in fear from creditors call CT!

Even after filing with the BBB these people still steal your money. Do not use them! You are better…read moreof handling MCA's on your own and you can get more done that way. Then they try and keep your money and put it in their pockets instead of returning what is not theirs. The BBB is well aware of this and so is the MO AG. Total thieves!

Liars and do not know the tax code or how to respond to Auditors. The best method is not always…read morebeing confrontational and pompous as Jack Portney is. RUN!!! Do not use this organization if you value your business.

The Portneys themselves are kind and nice. They will win you over with their professionalism and…read morecharm. Then your taxes will be passed on to their staff, who were rude, uncommunicative and downright incompetent. My business partner and I had Portney & Co handle each of our personal income taxes, as well as the taxes for our LLC business. Not only did their staff constantly confuse my partner's personal and business taxes, but when we would ask questions, we would receive emails that were condescending and defensive. Twice they sent us an invoice for services with no details. When we asked what one invoice was for, they said they'd look into it. Then we never heard back from them until later when they sent us another invoice, this time with late payment charges. We asked again what the invoice was for. They were only able to guess what it was services it was probably for. But they were not sure. Ultimately they cleared the charge but not before sending us a patronizing email saying they were doing it out of the goodness of their heart, not at all because they couldn't account for their own accounting. They also filed a tax extension for us WITHOUT CONSULTING US. If you're going to manage many thousands of someone's dollars in taxes, you should probably ask that someone first. Ultimately, it comes down to the personality of the staff. Unprofessionalism abounds here with anyone not named Portney. You'll rarely be informed of what's happening with your taxes, and when you are, it is in the most condescending and defensive way possible. I should add here, that Mary Lou directly handled finalization of the incorporation of our LLC, which we did a poor job of initiating. She did great work and was communicative and efficient. Well worth it all and the main reason we wanted to make this relationship work. So if you're lucky enough to have Mary Lou or Jack handle your account directly, this is probably a 4 or 5 star review. Otherwise, stay away.

Always great service his the best accounting around here , thank you for your service. I wish you…read moresuccess in the future .

Just recently we received a letter from the IRS that in 2009 a tax form 941 for quarterly taxes…read morewere never filed. Well guess who was supposed to file that tax form? Yup. Guttilla and Guttilla. So now we had to find another accountant and pay his fee to have this form filed. Don't do business with these people. We're seriously considering hiring an attorney to sue them for damages from their bad advice and services.

In my first year filing taxes independently, I trusted my parent's preparer to make things quick…read moreand easy. This experience was anything but that. I understand that many people are filing but to not receive documents to sign until a month later when things were completed weeks prior is unacceptable. Then not receiving my refund check only to find out that my address was input incorrectly is very disheartening. From a business that I heard nothing but good things about and at such an affordable rate, I expected better.

I am self-employed and David made it very easy for me to understand my taxes, what I needed to pay,…read morewhy, etc. This was the very first time I did my taxes in this manner since previously, I was working for someone else. My whole family gets their taxes done by David and I know for a fact that he means very well and very professional. **I was not paid or asked for this testimonial, it's just the truth**

If there were negative stars I would've rated this place with that. They took 2k of our money and…read moreNEVER filed the forms they were supposed to. It's been over a year!!! Now we can't get anyone on the phone. Don't trust this place with your money, let alone your taxes. You will BE screwed! Anthony you know what you've done! We call almost daily and we NEVER get a call back. You even admitted fault and said you would refund us. This was over a month ago and we haven't been able to get you on the phone since!!! What a scammer!!!!

I really do not know were to start. I Desperately reached for help and by luck stumbled into Clean…read moreSlate tax. And, although lady luck seems to avoid me, this time she paid off in spades. From intake to defining my issue to solving the problem with the IRS, Clean Slate Tax and the staff were there for me through it all. From the owner to the desk staff, I always had a person who knew what they were talking about and that always had time for my questions. I can't say enough about this company. About half way through my claim against the IRS I lost my account manager Michael. I was devastated. I thought I would now, no longer have a case manager that would understand were I was coming from or that I couldn't go threw all the explaining and fact finding I and Michael had. But, much to my surprise, Anthony assigned to my case WONDER WOMAN... Alexa. I never looked back. She is AWESOME!!! Always there. Always helpful, Always with the correct answer and a great listener. Today, I have a compromise and settlement with the IRS and I have shaken off the fear and worry. No more threats, No more registered letters, No more worry. What a team. From the bottom of my heart. Clean Slate Tax... THANKS!!! Guys, you make the Avengers look like amatures!!!! Sincerely, J.Chisar