We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

I asked Roger to do my 2024 tax return. He did a great job. He was professional and knowledgeable…read more His pricing was reasonable and I would recommend him to all.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

Sam Hoppe has been preparing our taxes for over 10 years and during that time he has proven again…read moreand again to be thorough, knowledgeable, timely and caring. He uncovered a carryover loss early in our relationship that had not been previously addressed which has saved us considerably over the years. Sam makes a tax season easier to deal with because of the trust we have in his abilities. We've been happily referring friends and family for years, and will continue to do so. Thanks so much to Sam and his team. They're great!

I've been using Sam Hoppe for the last five years to do my taxes. A couple of those returns were…read morecomplicated due to divorce and sales of properties, and I was quite anxious going in. Sam simplified it all to me and completed the returns promptly. He is a kind man as well as a quality CPA. Thank you!

Clint has been doing our taxes for years. Great company, great people, kind, intelligent and know…read moretaxes luck us

I'm such a huge fan of Clint Herndon and the Next Peak CPA firm. Clint has handled both my…read morepersonal and business taxes for several years and I always feel like I am in the best of hands. He is creative, repsponsive, and super knowledgeable. If you're looking for an excellent tax firm... this is it!

Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful

Denise has been our tax professional for almost 10 years and each year we work with her and her…read morestaff is excellent. She is thorough and we really enjoy working with her. I highly recommend Denise.

Denise has been my Accountant for over 20 years and she is THE BEST!!…read more She takes the time to listen to your needs and takes care of everything!

Completely stopped responding. It feels like a scam and possibly fraud. She initially called me…read moreduring our scheduled time, said she would review all my tax documents, then never followed up with me. Who knows what she's doing with your secure information!

I have worked with Laura for this year, came to her after 20 years of working with HRand Blcok,…read moreShe is very responsive, intime for filing. I am very happy with her.

I reached out to this firm when looking to complete a prenup before our upcoming wedding and from…read morethe start the service was top notch. The team member who answered was able to give me a clear outline of what to expect with costs as well as a timeline. In discovering I was a little bit behind the timeline they were able to get a consult schedule with Heather ASAP. Working with Heather was as smooth as possible, she clearly outlined every aspect of the prenup and was always available for clarification and help throughout the process. Would highly recommend Heather and her team!

Heather was super easy to work with and always very responsive. Our contract was finished quickly…read morewith no hiccups. I highly recommend her! :)

We had a great experience with David our first year - 2nd year had some hiccups in communication,…read morebut overall it was fine. However year 3 was a nightmare, that has solidified we will never be back and will not recommend his services. I went to his office where he went over all the paperwork I had. On my way out, I asked the receptionist to pay and she said I could when I picked up hard copies - which is weird, because the previous year I all but begged for hard copies. So I said ok, and left. I sent numerous e-mails and called to confirm that our return was filed - finally I got a "yes". Fast forward 4 months and I still have no refund. I call and e-mail several times again and finally get a "we were waiting on payment"...TO WHICH I NEVER RECEIVED AN INVOICE. I was told I would pay upon hardcopy pickup. So I paid right then, and had my refund about a week later - so we were waiting for 4 months for NOTHING. Getting a copy of my returns was another circus - I was fine with a PDF or a hardcopy, but wanted SOMETHING (don't most people want a copy of their tax return?). It again was a month long process of calls and e-mails that went unanswered and finally I received a PDF copy. Overall, the systems in place here SUCK. Nobody has any idea what's needed for the next step, and the communication is even worse. Additionally, their pricing isn't even a bargain. For a good service, I'm willing to pay, but not when I have to chase people for months to do their job. Go anywhere else, save yourself the time.

Update. As mentioned in my previous review David has (past tense) always been proactive, promptly…read morereactive and client-centric. I have no idea was has transpired in 2021 for David to make a near 180 degree turn for the worse from years past. Leading up to an October 15 filing David's reponse times to phone, text and email were lagging at best. I was satisfied with, at mininum, getting a response and figured that my simple return would be easy enough to file on time. In retrospect I should have been more insistent with David. Current status: David missed the October 15th deadline after claiming he had all my information and that he had indeed filed on time. My taxes were filed on October 21. There is now a late fee for filing post October 15 deadline. Further my return was rejected. I found this out because I called the IRS on November 19 to personally inquire about my filing. The IRS stated that my preparer, David Airola, would have received the rejection notice shortly after the October 21 filing. I heard nothing from David. I called David on November 19. I spoke live with David and I presented him with the fix that the IRS recommended. Unfortunately I had to jump into a work meeting. I told him I would call him back which I did. He did not answer. It was the Friday before the Thanksgiving holiday. No response from David at all during that week. I called him again and left a pointed voicemail on November 29. I sent him a detailed email as well. As of the writing of this updated review I have heard nothing from David. Again, I'm saddened as to whatever has transpired with David that his client service and follow-up have taken a turn for the worse. My return is not a complex one. I pay David's rate for filing a individual (non-corporate return). His fee is higher than most. I expect service commesurate with the fee that I paid (on time and in full). The information I have provided him with is straight forward. He has even stated to me that my return is, "easy enough to take care of". It's possible that because I am not some large corporate client that I am last on his list. That's only a guess.