My wife and I are both senior citizens, so over the decades we've employed a number of tax…read moreprofessionals to assist us with our returns. Amy and her crew are by far the best I've ever encountered. I'm a sole proprietor for a small business, she was able to help me save a bunch of dollars by informing me of, and utilizing, a tax accounting methodology of which I wasn't previously aware. And my wife's inheritance included a complicated stock situation which Amy was able to navigate with ease. Highly recommended.

Karen Washburn has been our tax accountant and friend for countless years. She is a beautiful…read moreprofessional business woman who created a business that she provide to the community with Dignity and Respect for everyone who walked through her door! Over the years I went through some tough moments personally and she did everything in her power to ensure her services met my needs. I want to wish my dear Karen Washburn the happiest retirement and your tribe will miss you immensely!! Chris & I look forward to working with Amy and the office crew this tax season and years to come, but today we celebrate YOU!!! I hope to see you out and about in the community to still receive my yearly hug! Best wishes in your next chapter of life Karen!

I signed a contract with Simple Balanced Bookkeeping to help with my 2021 corporate taxes. Almost…read moreone month past the due date and I cannot contact this business to find out what is happening with my returns. Very unprofessional and horrible communication. Emails have gone days without any replies. I don't care if they didn't do my taxes as I will have to pay the past due and penalties now as it is. I would have liked to have my taxes done, but without any replies, not sure what to do now. Bottom line? Do not use this business. First time using them, and it has been a total failure and probably costing me thousands in past due penalties. This has been frustrating and stressful.

From the owner: I am the outsourced CFO that helps business owners fall in love with their numbers. By getting…read moreorganized and putting procedures in place to better manage the financial side of your business, you will understand your business on a deeper level and be better prepared for taxes.

Before they consolidated and it was "My Tax Man", the service was amazing. Since they joined with…read moreHartman and Associates, I am very sad to say that 2 out of 4 (so far) returns have not been accurate. They cost my husband and me over $7000 in errors. Even though we paid extra for the "Platinum Package" on their services, we ended up having to correct the issues with the IRS ourselves. We paid EXTRA and STILL had to fix it ourselves. Here we are in 2025, and I'm getting notices from the IRS saying that our 2021 taxes were wrong as well, and we owe more. Frankly, I've gotten better service from HR Block than I got from a "professional" accountant. EXTREMELY DISAPPOINTED. NEVER GOING BACK, NEVER RECOMMENDING EVER.

I thought going to a tax person meant you were getting personalized service, I was mistaken…read more Everything I got from this place I had been doing myself for 20 years through Turbo Tax for about $600 less. Their portal where my docs were located wasnt working, Barbara was an absolute nightmare to work with. Did not return phone calls, very slow on emails, wasnt clear in her needs from us. I had to ask where the opportunities that my wife and I were to look for in our taxes, as I want to take advantage of tax codes. I had 1 conversation with Mr. Hartmann hoping to forge a relationship moving forward, but they were just interested in my $$$$$$. I would not spend .07 cents on this in the future. The only positive was the taxes were completed, prior to the filing.

Katie at Clarify Bookkeeping Services is amazing. She is…read morevery knowledgeable in quickbooks and understood the processes we needed to get and keep our finances in order. She has us organized so our reports will provide accurate data for analysis. Katie jumped right in and very quickly had a grasp of our point of sale system and software needed to run our daily operations and how they integrate with quickbooks.

From the owner: Our approach focuses on the overall financial health of your company to identify opportunities for…read moregrowth. We offer customized services including clean-up, monthly bookkeeping, AP/AR management, 1099 processing, and payroll.

I am on year two of working with Luda and her team. They are very quick to respond to questions I…read morehave. Amid this COVID and all the stresses and problems that causes, there hasn't been a blip in the service. My Father was a CPA and I have always done my own taxes. But with my business and my personal returns getting more complicated I felt it was time to have some other eyes take a look. There were so many things that I was unfamiliar with. Luda saved me $20,000 in taxes the first year and with changes going on we met virtually just a few days ago and she has shown me what steps to take to help with what I am doing in the future. Again, more things I was unfamiliar with as far as putting money into SEP/IRA plans and what you can do as a self employed person. Luda is very knowledgeable and keeps up with what is going on. One of my favorite things is the newsletter she sends out periodically to clients letting us know what is going on. This year it discussed the PPP loan program. Kept me informed all along the way. Thank you!!

A new client in 2020, I had a great experience working with Ludmila and her team…read more She and her team completed both my business and personal tax returns. The personal returns were not straightforward - as the year included a sold house, a 1031 exchange, and property purchases in several other states. It was straightforward to get her team the documents they needed, and after an initial meeting where she got to know the lay of my finances, the process was very hands off for me (except for the numerous questions that I asked out of curiosity, which Ludmila was always able to thoroughly answer and advise me on). Needless to say, I'll be a client again this year.

Monica is awesome, efficient, and friendly. I felt at ease immediately…read more She was recommended and I just walked in. You can also call for an appointment. Monica is bilingual.

I had been going to Monica for 4 years. She is friendly, however, when filing my taxes this year…read moreshe had given me the total cost and ran my card for $60 more. When I finally noticed and called back her and her receptionist said that was last years price. There are plenty of other fast and affordable prices in town. I won't be returning but make sure to pay attention to your receipts/invoices.

These people have been my personal and corporate bookkeeper and CPA for years. I trust them…read morecompletely and encourage others to see why. They are very thoughtful and thorough. I have tried a few others and only once I found these guys did I realize what I had been missing.