Kara gave us advice and helped us start our LLC (how to do it on our own so we do not get charged a…read morelot of money for an account or CPA to do it). She was knowledgeable about starting a small business with an LLC, so I will give her that, but after working with her more, my husband and I have decided she's just not what our business is looking for, especially since we are now growing. We were happy with her service in the start but overtime it was just not up to par. Yes, she can advise on how to start an LLC on our own and do our tax returns, but that is it. If you are looking for someone to help you plan ahead for your business for tax strategies and tax planning, this may not be the place. We only ever heard from her for our returns and that was it. Upon going with another company, we also discovered some forms we did not file but were supposed to, which Kara did not inform us of. For tax returns, there is a portal to download your documents, but there is no "list" or things that we should consider uploading, so it can be a lot of back and forth on- send your expenses, send your mortgage, send this and that or cannot finalize return, etc. It just seems unorganized and if you're dreading taxes, this will make it worse. I also had a return for a different state in 2022 that was not filed (unsure why a different company omitted it). However, I decided to do it independently since Kara mentioned there would be a nominal fee if she did it because she does not know about another state's filing regulations. I asked the previous accounting company if it would cause any problems since it was omitted, and they said it would be ok since the IRS has a matching system and will send us a notification if anything was excluded so we could wait for that. Upon getting the notification, we can decide whether to make an amendment. Kara failed to mention that part. We felt she just wanted us to spend more money to have her do it or something. We moved from MY Personal CPA to her because yearly we would get a different tax preparer so we thought if we went with a smaller company (First Choice Accounting) we would get more personalized help but going with a one person team means getting emails at odd times like late at night and getting missed. Also, even though I did not go with Kara submitting my out of state return, I got charged a one-time $150 fee for Kara reviewing the 2022 tax return which I was not aware of. She was not upfront about the fact that there would be a charge when she asked if I could send her my 2022 return so she could look at it to figure out why the other state W2 was omitted. When I brought up that I was not expecting a charge, she did not reply to me. Finally, she always apologizes for responding late. Her cat got spayed, stayed up late, and was busy. You call her, and she doesn't pick up, but she will reply via email which increases more of the back and forth. This pretty much sums up why we are going with someone else even if we have to pay $400 to part from her since she said she already worked on our return even though she was still asking for documents and more clarification.

Kara was prompt, professional and I could tell that she didn't just want to bank a customer on our…read moreinitial consultation. She was thorough with her filing of my tax & helped me through a lot of forms/things I was not aware of for filing as a 1099 contractor, as well as with multiple W2s.

Fast, and friendly and accurate service!! Best place to get your taxes done!! Been using them for…read moreyears.

My spouse and I were preparing our taxes ourselves for decades but after the filings got a lot more…read morecomplicated we knew we had to turn to a professional. So around 7 years ago on the recommendation of a friend, we started having our taxes prepared by Lisa and have always been very happy with her knowledge and professionalism on all things tax related. There were even some exemptions that she informed us about that we didn't know we could claim that helped us maximize our returns than if we were doing our own filing. Over the last few years, it's become just my return that needs to be prepared and they're a little less complicated but I still have Lisa prepare them. I have the utmost confidence in her and have no doubt her fees are worth every penny...not to mention it saves me many hours of hair pulling that I would probably be doing otherwise if I were trying to do them on my own.

Jodi and Amy have been doing our taxes for years. We were never easy clients but became far more…read morecomplicated when we chose to take jobs out of state. Then we moved states and one of us kept Hawaii residency while the other changed residency and worked in Maryland full time while also working with the Maine Air National Guard. Yup, that's at least three state taxes minimum - four if we changed jobs in different states mid-year - along with federal annually. Add moves to Alabama, Massachusetts, and Virginia in there and we fully expected them to dump us as clients one day. Nope. If they didn't know they found out. They were always quick to respond and professional but friendly. We usually do everything over email. I finally got to meet Jodi today and it was a great experience! Honestly they're worth every single penny they charge. If you're looking for new CPAs these are the locals for you.

was hung up on by multiple people and they refused to help me. Do not go here, worst customer…read moreservice I have had.

I know Janet with Wr Financial for years and have been her client for my private and corporate Tax…read morepreparation Janet and her team are very knowledgeable and while she does her best to consult about every tax deduction possible, she also consults you in best practices to do your taxes in a way that you can avoid audits and any other trouble, she always goes the extra mile and her service is just great. I like her client vault application, where you conveniently have all your files in one place behind a secure login. This is great as I always know where my tax files are. We love to work with Janet and highly recommend her.

Quality Honest…read moreReliable On Time Fair Friendly Professional Integrity Accurate Will use again Will refer to others Outstanding value Real Estate Broker Who could ask for anything more No complaints here

Caroline was great! She was quick to respond and reasonably priced. Highly recommend her services.read more

After engaging with the CPA in a face to face setting early year and meting with one other…read morecompetitive CPA firm, we decided to move our business to Reyn Wicklund, even though the referral was to his father who started the business many years prior. Sadly he was no longer actively running it so we got the hand off to the kid. It started with some up front dialogue on getting started; jump on his portal for communications, uploads etc, add then to approving him for access banking, GET taxes and some other areas. All the typical new CPA working so fun prep steps. Then comes the long long gap of communications. To be exact zero replies on multiple emails requesting support and guidance on his own portal. When monthly GET was due we had no trust it was being handled, as it was not. So we paid it ourselves then emailing, reaching out but again Reyn decided to do it last minute without telling us. So now we've paid twice. Weeks months pass and more zero contact we are running our business not thinking about it which is sole purpose of this relationship from start as an owner my plate is overflowing with to do's, until another month the two and more lack of transparency lack of replies to countless messages about credit cards Quickbooks and so on. Terrible management. Now knee deep into mid year and no trust this guy has done a single thing for us (as had not) since double paying our GET. Sadly we are now back to square one and bookkeeping backed up so so much more. It's sad to feel this was so frustrated with a CPA. Especially of which was referred from a local and respected banker back in the day who knew his father personally. I suggest stay far from this CPA. Sometimes hard work and building a business from scratch you respect your clients you communicate with your valuable clients, not ignore them. Pick up a phone Reyn make a phone call. Reply when a letter has been written to you. Take responsibility. Well that's where entitlement comes in in our eyes with Reyn. He likely has no idea what it takes to build something from scratch and all the hard work to do so. If he did he'd know the importance of transparency and good communications.

Great service and communication! Taxes were done in a reasonable time. I also like that it's…read moreclose to home and not in town.

Natasha kept in constant contact and worked with myself and my parents to provide this service; she…read morewent to my parents home and insured safety during the "Pandemic Days"; especially since both parents are prone to illness. Highly recommend for your notary needs. Prices were quite reasonable, that said Natasha will work to meet your needs. Worth it.

Here's another service provider that goes the extra mile to provide outstanding service. We needed…read moreNatasha on very short notice and she came to our home on time, ready to help us and she was so professional and had such a positive, helpful attitude it really made this task easy. On top of that we found her just such a nice person as well. She's another service professional that deserves everyone's business.

Betty went above and beyond to help me through the difficult process of obtaining legal…read moreguardianship to take care of my family member. Regardless of low probability case we won the case and I am grateful for betty.

We had a great experience working with Betty . She helped us with my son's custody paperwork and…read moremade the whole process so much easier to understand. She was professional, patient, and always quick to respond whenever I had questions. You can tell she really cares about helping and making sure everything is done correctly. I'm so thankful for her help and definitely recommend her to anyone who needs reliable and affordable legal document assistance!