Poor communication from everyone involved. Vague inaccurate billing agreements. Estimates are…read morealways WAY off from real charges. Sudden unexpected charges for them to correct their own mistakes. Gaslighting to blame clients when they make a mistake. They spam you incessantly when any bill is due which is usually another hidden charge. Good luck getting someone to answer the phone. I can't emphasize enough the poor communication and lack of advice regarding tax prep. You basically have to know more than them to get reliable, fair service.

Ms. Montoya is a consummate professional. She has been instrumental in assisting me with both…read morepersonal and business tax matters, and her attention to detail ensures that nothing is overlooked. What truly stands out is her responsiveness--she consistently makes herself available to answer questions and provide guidance, even during the busiest times of the year. It's clear that she goes above and beyond for her clients, often working long hours to ensure everything is completed accurately and on time. She is amazing to work with.

I was a loyal customer to the business that was bought out by Maryjo Boynton. The location was…read moreconvenient, so I continued to use her services. Prior to 2024 I had no complaints. However, after the amount of taxes due spiked in 2024, I decided to take a look at the numbers, and discovered an egregious error. They had utterly failed to account for the money I put into an IRA, which added about $1,800 to my taxes. I had submitted to them the form to report this. They failed. Period. The following is the text exchange I initiated after Ms. Boynton failed to return my phone calls. Note that she couldn't even be bothered to proofread herself. Quite the professional, eh? ME: Maryjo, I can't access the portal to pay my bill. I've left phone messages for 3 days, but haven't heard back. Please respond. Thanks. MS. BOYNTON: Mr. Haeuser, your portal has been closed. You were very definite in your last message to me that my service was not making you happy. I sent you back a message the next day- "if you are not happy with my services, which you have been receiving for the last few years you at a very discounted rate, then I suggest you find a new preparer that is what you consider affordable. I have deleted the return out of the portal. I will close you portal at the end of the week. Sincerely, Maryjo Boynton" ME: Ms. Boynton, I did not receive that message. If I had, why would I repeatedly call you to report an issue with the portal? That makes no sense, does it? At any time you could have simply returned my call, which your answering machine claimed would happen within 48 hours, but did not. As for being happy with your services, didn't someone else actually prepare my returns? The oversight on my IRA contribution could have cost me almost $1,800. Should I be happy about that, and the fact that I just realized it happened last year as well, and I'll need to file an amended return, which should be your responsibility? Check your records - I submitted all of the required forms. Prior to this, have I complained about anything, ever? No. And yet you immediately drop me as a customer, leaving me high and dry less than 2 weeks before the IRS filing deadline, while deleting all of my records, including prior years and all prior communications, including my willingness to delay a re-file for last year until you had more time available. You're seriously misreading this situation. The mistakes were not mine, and yet you're acting as though they were. To be clear, and for the record, these mistakes were made by employees of rbce, and should be rectified by employees of rbce. MS. BOYNTON: I can decide who my clients are and how to run my business. Look else where. You are no longer my client. MS. BOYNTON: You have an extension. You have plenty of time before the October deadline. ______ end of messages ______ A real professional, eh? IF YOU USE RBCE, I ADVISE YOU TO CONSIDER THE CONVERSATION ABOVE AND LOOK FOR TAX SERVICES ELSEWHERE. GOID LUCK!

Maryjo always takes care of us! We have every confidence in her skills and knowledge.read more

Horrible service. Extremely unresponsive and inconsistent. DO NOT USE SHERYL. Find a real…read moreprofessional CPA.

Sheryl Josserand at CPA At Your Side really went above and beyond in helping me figure out and…read moreunderstand my self-employment taxes and all the ins and outs regarding deductions and dates and so on. She took the time to explain in a way that I could understand, and she was able to squeeze me in for an appointment even though I was reaching out to her at the last minute during tax season. I recommend Sheryl to anyone who needs help with their taxes and in particular anyone who wants a personal touch and a CPA who can and will take the time to explain things in a way regular people can understand.

I've worked with Shonda for 17 years and she is extremely knowledgeable with all insurance…read moreproducts. I have auto, home, life, disability, long term care, and pet insurance through State Farm. I trust her with everything and highly recommend you get a second opinion from her!

Such a great company. Thank you for your attention to detail and all your help. If you want a…read morecompany that cares about you and your family needs, reach out to them.

I chose Mackenzie Holst because when I talked to her on the phone, she immediately sounded…read moreconfident and already had a plan for me based on my circumstances when we hung up. From the very beginning, starting in August all the way to mediation in November, she navigated me through the process in a way where everything was super clear. I always knew what the outcomes might be depending on what I decided, and she was great about laying out the options in a way that helped me when my brain was mush from work and I was checked out. Right away, Mackenzie moved to get me expanded standard possession. Every time we spoke on the phone or communicated through email, she got to the point but was detailed and clear. [This is a skill I appreciate in anyone I am paying by the hour.] Something I really, really appreciated was her handling of the funds I placed in the trust. I was sick to my stomach about the amount of money I was giving up to retain a lawyer, but also afraid of what the outcome would be if I didn't spend the money. I was absolutely justified in that in turns out. While $10k out of pocket is huge for me, it could have been so much worse and cost me so much more in terms of custody and final child support payments without her expertise. Mackenzie got me through a very long day of mediation and made it so that nothing was wasted. TL;DR: Pick Mackenzie. She won't be shady with your money, she will respond to you, she'll give you great advice without gassing you up, and she'll work hard to get the best outcome she can.

Working with Ms. Princess Rodarte was like having Patrick Mahomes as my quarterback. I interviewed…read morea few attorneys before deciding to work with her and I'm so glad I was picky. Everyone from the DSS team that I encountered was excellent, but I especially enjoyed working with Bonnie and Kate, too. Not only did I have a good experience, but most importantly a fantastic outcome. There's no gatekeeping when it comes to important lessons that Ms. Rodarte has learned through her experience winning many legal Super Bowls. I didn't feel like our relationship was purely transactional, she genuinely cares. It's not fun to feel like your life is on the line and you don't know what the outcome will be. You might be up against someone who is deflating the ball, doping, or committing field misconduct. She is honest, ethical, and timely. She is equipped to set proper expectations for you about what your best and worst day in court could look like. There are a lot of curve balls thrown in the legal system in Travis County, TX. You don't want a quarterback who doesn't know the playbook, can't make quick decisions, or doesn't have the ability to improvise when needed. There are helpful YouTube videos, podcasts (shoutout to Holly Draper in Dallas!), and websites (https://texaslawhelp.org/), but nothing compares to having the right teammate. If you can work with her, you're already in good field position with a big lead going into the 4th quarter.

Keith has been Ny financial planner for 15 years. Great advice. Seasoned vet. Has lots of options…read moreto grow and protect your money.

I found Keith through Google and his reviews were good, so it made sense to go through a divorce…read morefinancial planner as a mediator instead of my now ex-wife and I both paying to hire lawyers. Keith was knowledgeable and helpful for the most part, but there were many things I had researched about asset allocations in a divorce he had never even heard of. Additionally Keith and his assistant sometimes took days to return phone calls or texts. The biggest issue I had was the lack of communication and organization. What should have been handled in 2 meetings ended up taking three because Keith failed to tell both my ex-wife and myself all documents needed for our second meeting, so we were forced to attend a third meeting to reach an agreement with our finances and my assets at his going rate of $195/hr. An unnecessary expense had Keith just told us what we needed to bring in the first place for our second meeting.

REAP Financial has been handling my family's retirement plans with the utmost professionalism and…read morecourtesy for the past several years. In addition, they have been very helpful in providing financial expertise through monthly workshops that are beneficial in providing future ways of investing. We thoroughly trust Sandra Newman and her staff at REAP financial, and encourage others to do the same. At the very least if you're shopping around for a retirement financial planning firm then you should definitely give them a chance. Like I've mentioned before, they're very informative and knowledgeable when dealing with one's financial retirement needs.

Have been a client for several years, not impressed. They have breached our contract by trying to…read moreomit promised lifetime free services such as tax preparation and estate planning. To make it worse, they misrepresented the reason for doing so on three separate occasions, blaming it on the SEC. Hah! When confronted, their "compromise" offer was less than satisfactory.

[Transparency alert: copying this from LinkedIn because Sandy is AWESOME and this is all 100%…read moreaccurate. She's done my taxes 2 years in a row now and will continue doing so as long as she'll have me] I'm going to keep it short because I could go on for a long long while about just how great Sandy has been for me as my CPA. But first, a quick story... I found Sandy on Yelp the year after I got back into freelancing. The year before, I had met someone through a friend who said "Oh I can do your taxes -- and I only get paid 10% of what you get BACK, so if you owe anything, you don't pay me." Sounds great, right? Yeeeeeah that's illegal. And Sandy pointed that out to me when I first met with her. This guy created a turbotax account in my name and then filed taxes not as my representative but as me. That means that if any issues (or god forbid audits) came up, I have zero protection. Sandy rescued me. She was patient and worked with me and even went through and sorted my "shoebox o' doom" just filled to the brim with uncategorized, unorganized receipts. AND THEN ... she *apologized* that I owed 3k in taxes (thought it'd be WAY higher). Fast forward one year -- she's still my CPA (and will be for years to come) -- and this year I owed 11k and was THRILLED to pay that because Sandy saved me SO much more than that. If you need a LEGITIMATE CPA to help you with: - setting up accounting systems - doing your taxes - helping you organize your finances You're going to have a tough time finding one who will produce better work at a better rate (AND care about the work) than Sandy. 11 out of 10 stars (that's how you math, right Sandy?)

Sandy went above and beyond to ensure that my amendment for my tax return was correct. She was very…read morethorough in her review and end up helping me more than enough when it came to what the total for my tax return. I'm really happy with the outcome. She is very sweet with professionalism and will answer you promptly. I highly recommend her! Thank you, Sandy!