AE Tax Services CPA

(52 reviews)

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Andrew T Schuck, MBA CPA

I have used Andy for 5 years now. He does my taxes each year and also he is there to answer…read morequestions any time they come up during the year. He's the best.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Sudha Periasamy, CPA

Sudha did a wonderful job helping me with my taxes and corporate paperwork. She is professional and…read morevery reasonably priced. I like how she is very easy to contact and will answer any question in easy layman's terms. I am very happy with her work.

Sudha Periasamy is knowledgeable and very professional. So happy we had her do our taxes this year…read more Her pricing is fair and she took the time to explain everything carefully and help us figure out our best path. She answered all our questions with patience and good advice. And, she worked quickly! Strongly recommend!

Lindsay Richardson

Excellent service at a reasonable price. Great turnaround and very knowledgeable . Completed my…read moreelderly mother's will at a great cost. Highly recommend!!!

LIndsay helped my husband and I with setting up our wills and was quickly to respond to any…read morequestions we had. Excellent Service and I highly recommend her for legal services. Thank you!

Efficient Books

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.

Paula Field, CPA

3.0

The organization has had my tax information for almost a month. I have received no communication…read morewhatsoever, no texts, no phone calls, no emails. I realize I am a "small fish", however the customer service is horrible. I will contact the state AICPA to see if there is anything I can do to post a comment to this company.

We own and operate a small business and Paula's team has been absolutely amazing at helping us…read morequickly and efficiently navigate the murky issues related to payroll taxes and many other business issues. She is a fantastic leader and we would recommend her organization to all who need clear direction to minimize their tax liability.

Alex Tong Associates

(12 reviews)

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

Gibson CPA

Diane and her team are the best of the best!! Diane has been extremely responsive and attentive…read morefrom the first time we visited over the phone to every email exchange. She is fun loving and wicked smart. She has been a voice of reason in tricky tax moments and the greatest asset for spotting creative yet by the book deductions. My family will be clients for life of Diane. She will easily be your most trusted advisor and friend as well after one meeting. You won't be disappointed with the personalized attention and top notch professionalism found in Diane and the whole Gibson CPA group!!

From the owner: Our services are designed to help clients concentrate on their core business, while we take care of…read moretheir tax, accounting and bookkeeping needs. We are able to provide small businesses and individuals corporate-quality accounting services for a fraction of the cost of hiring a new employee. Please contact us for help in any of the following areas: * Tax Preparation & Planning for Individuals & Small Entities * Small Business Accounting Services * Accounting & Bookkeeping Services * QuickBooks Setup and Training * Part-time Controller/CFO Services * Internal Controls * Fixed Asset Reporting & Depreciation * Advanced Spreadsheet Preparation & Analysis * Non-Profit Organizations

H&R Block

Sue took great care of me! Last minute appointment on tax day and Sue squeezed me in and provided…read morea very professional and knowledgeable service!! Text with me and gave me phone calls to ensure I received the best care!! Amazing experience during the stressful tax day crunch!

Sandra Gillum is AWESOME. She got me at least an extra $1k more than what I had gotten through…read moreTurbo. She works at other locations so ask where she might be. She's on point.

Sean Mathew & Associates

1.0

Dishonest, incompetent, and slow. We were told that we would have a free consultation but he…read morecharged us for that (he charged more for the consult then we've ever paid for the entire taxes to be completed). We turned in all the information (including the expense categories totalled, income totalled, daily account totals reconciled per account) early January and he did not finish the work till August. He asked over and over again for the same data (that was in the original file I submitted to him). The only thing I could think was that he kept loosing the paperwork or that he doesn't know how to navigate excel. The only thing he needed to do was fill in the numbers for the tax forms and send them in. I wasn't even able to get work done some days because he continued to ask for the same information over and over again. I finally just started forwarding the same email with the same file. When he couldn't figure out how to use Excel I retyped all the data into a profit and loss sheet and submitted that. He still couldn't figure it out and my mom had to go in and explain it to him in person (after we had already explained everything during the 'free' consult). He charged over $9,000.00 for poor work. Plus we'll have to pay fines for the taxes going in late/redoing our personal taxes.

From the owner: Local firm in the State of Texas that prides itself on personal service to our clients using our…read moremany years of experience to help them in all aspects of their personal and business dealings, while keeping administrative concerns simple and manageable

Alex Tong Associates

(12 reviews)

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

Keithie Graham CPA

We are a new client with Keithie and all I can say so far as we are very impressed. They have…read moreproven to be very professional, knowledgeable and great to work with. Our business needed that after the nightmare we have had over the past year. Thank you Keithie and we look forward to a long term working partnership.

The office of Keithie Graham, CPA is outstanding! She provides transparent pricing and is…read more extremely prompt and meticulous in every detail. Truly every detail. The online process felt more personal and unrushed than an in‑person visit. I received a clear, explanatory video before signing----Keithie, narrates one's refund or tax obligation. For a return with a slightly unusual circumstance, the service I received was very affordable and absolutely worth it for the peace of mind that one receives when utlizing the services of a licensed professional. I also sought her consult on navigating short and longterm retirement plans, and likewise was pleased. Highly recommend.

Andrew T Schuck, MBA CPA

I have used Andy for 5 years now. He does my taxes each year and also he is there to answer…read morequestions any time they come up during the year. He's the best.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

H&R Block

Sue took great care of me! Last minute appointment on tax day and Sue squeezed me in and provided…read morea very professional and knowledgeable service!! Text with me and gave me phone calls to ensure I received the best care!! Amazing experience during the stressful tax day crunch!

Sandra Gillum is AWESOME. She got me at least an extra $1k more than what I had gotten through…read moreTurbo. She works at other locations so ask where she might be. She's on point.

AE Tax Services CPA - taxservices - Updated August 2026

People who viewed AE Tax Services CPA also viewed

Joe C. Hockaday CPA

4.5

(16 reviews)

We've been going to this CPA for a few years now (never worked with Joe directly but have worked…read morewith many others), and each year I'm less and less impressed, so this past year will be our last with them. Communication has gone downhill. Asking for clarification and getting zero back, or truly waiting a month for a response. Asking for advice on taxes and getting no advice back, while owing more and more in taxes each year with still no advice from them. I've been paying them for what I can do on my own with the automated version of TurboTax. A bummer since our friend referred us, but may be they were better many years ago.

We've gone to this CPA for several years now and they are ALWAYS professional and get my paperwork…read moresquared away in a timely manner.

Solutions Tax & Bookkeeping

3.6

(8 reviews)

Red Flags Galore! I…read morewas looking for a new tax and accounting firm so I decided to look into these guys. Up on reviewing their business I found some red flags and decided not to give them any of my business. 1. Closed on Fridays and sharing offices. This business was closed on a Friday when I went to their office since I was in their building. If you don't have enough work to stay in open on Fridays, something is wrong. May be that's why the hours aren't listed online. Someone was in the office so they opened the door anyway. They told me that they didn't work for the firm and they were sharing the office. Now, someone who shares a tax preparers office is a major no-no. There is a lot of confidential and personal information around. When I reversed searched their address in Google I can find a lot of businesses at the same address mainly counselors are working out of this address. 2. Not accountants or CPAs. These business doesn't seem to employ any accountant or CPAs per their website. They have one person listed as enrolled agent. That's not good enough for my needs. 3. Not enough employees: There only 4 employees listed on their website if you don't count the receptionist or the dog. Same thing with LinkedIn. 4. Holier than thou attitude. My correspondence suggested that there was a fundamental attitude issue with them despite the fact that anyone looking for an established and reputable business would pass on them.

I used tax solutions and bookkeeping for the first time this year. Katie is wonderful to work with!…read moreShe is professional, knowledgeable and helpful! She truly cares about her clients and works hard to make sure they get quick and accurate results. She helped me understand what I needed to do and was patient with me. I have recommended Solutions Tax & Bookkeeping to some of my friends, too!

Tuttle & Tuttle

4.2

(10 reviews)

We have been clients of Tuttle & Tuttle for some years now and we cannot be more pleased with our…read morechoice. It takes a good group to keep me straight!! In the past, we have had lackluster results with others who worked with us, but we are truly blessed to have been recommended to this great team. THANK YOU! :o)

I went online and requested a meeting time. James emailed my back requesting I call there office…read moreand after the extended filing was completed. I did call and left him a message but he did not return my call. Tuttle & Tuttle have excellent reviews but I guess they're too busy to accept new clients.

Hill Durnin CPAs

As a tech entrepreneur in Plano, I've relied on Hill Durnin CPAs for over 6 years, and they've…read moreconsistently exceeded my expectations. Steve and his team have been instrumental in navigating the complex tax landscape that comes with running a growing business while balancing personal finances. What sets Hill Durnin apart is their proactive approach. They don't just file your taxes; they're true strategic partners. Their monthly CPA plan has been a game-changer for my business, providing real-time insights that have helped me make smarter financial decisions year-round. They've saved me thousands annually through smart entity structuring and identifying deductions I would have missed. When I exercised stock options from a previous job, they provided invaluable guidance that significantly reduced my tax burden. As someone who values efficiency, I appreciate their embrace of technology. Their secure client portal and virtual meeting options save me time without sacrificing the personal touch. They're always responsive, whether I have a quick question or need to discuss a complex issue. What truly impresses me is how they seamlessly handle both my business and personal taxes. This integrated approach has given me peace of mind and freed up my time to focus on growing my company. If you're a business owner, busy professional, or recent transplant to the area dealing with multi-state tax issues, I can't recommend Hill Durnin enough. They have the expertise to handle complex situations and the personal attention that makes you feel like their most important client. In a sea of accountants, they stand out as true financial advisors who are invested in your long-term success.

Mike Raitt, CPA

We have been a client of Mike Raitt, CPA for the past 4 years. His office is easy to work with…read more They utilize a secured portal which is a great tool in transmitting confidential documents on a timely basis. Mike is professional and "play by the rules". He also stays in touch throughout the year by email and produce regular newsletters which provides up-to-date financial and tax planning information.

Tax season has become a true delight ever since we found Mike. Very knowledgeable and easy to work…read morewith.

Park Blvd Tax Services

Extremely professional and thorough. I usually use H &R block, but wanted more personal control…read morewith my finances. He was able to answer any and all questions that I had. Taxes were done correctly and efficiently and received my return expediently. I highly recommend Park Boulevard tax services.

I would give 10 stars if I could. I was trying to work through my taxes online through a software…read moreprogram and was completely stressed out. I found James on Yelp. We spoke and James had my taxes calculated and filed the same day. The IRS is not a place where mistakes can be made and I know very little about taxes. Thank you James. Until next year same time!

MyTaxFiler Addison

3.0

dont work with these guys. they are frauds. they charged 450$ automatically without my consent and…read morewhen i call them they never pickup. worst unethical people ever

I did my 2017 taxes with MytaxFiler. I couldn't be happier with any other services. Their…read morecommunication and handling of questions, and recommendations were all on point. I have since recommended their service to all my family and friends.

James R. Daffron, CPA

3.0

I can't recommend them more! While we usually can handle our taxes with minimal effort, we worked…read morewith Robert this year because we had a half year out of state, bought a house for the first time, and had a baby, so just wanted a professional to take care of this correctly and ensure we got the maximum refund possible. For $325 it was also nice just not dealing with it ourselves. Robert was a pleasure to work with (so was the staff in his office) and I'm sure we'll consult him for further financial needs as they arise over the years.

Never got to use them. Misunderstanding I guess but Robert was rude and difficult to work with. I…read morehad to pick up my paperwork and go somewhere else at the last minute. Maybe he was having a bad day.

Griggs Bennett CPA