Great service, but no way to pay online or over the phone. For a management company that…read morespecializes in handling payments, that's not very user friendly... mailing a check with a stamp, driving to the office to deliver cash or a cashiers check is the only means of payment. An easy way to pay would instantly bring them out of doing business like they are still the 90's.

Marcy and her staff have been taking care of all of my payroll and bookkeeping needs since the day…read moreI opened my business 23 years ago. I can't say enough about these amazing ladies (Marcy, Joe, and Teresa), they're the best!! Beyond professional, knowledgeable, friendly, and so trust-worthy. I feel like family the minute I walk through their doors. If I have questions there answered within minutes. I highly recommend SMS Management Group for any and all of your payroll and bookkeeping needs. You won't be disappointed.

Do not hire Samantha. She has failed to submit our tax returns 3 years in a row and keeps saying…read moreshe'll fix it and keeps failing to do so. Very unprofessional. We're going with someone else, finally.

After many years with this firm I was dropped when the CPA that handled my taxes left the firm…read more When I initially asked Ms. Willingham what had happened her response was basically, "We've dropped many others who have been with us longer than you." No apologies or empathy. When I shared that I had been promised my amended return (due to tax legislation re. PG&E payments) would be done for free, I met with resistance and doubt about the legitimacy of my claim. After verifying my claim I was told the promise would be honored when guidelines were established regarding the process. After two months of unanswered emails and phone messages (and long after the guidelines were made available) I finally gave up and asked my new CPA to complete the amended return. It took her about three days to complete. Based on my experience, I would not recommend Ms. Willingham for tax services.

We had a complicated tax year this year, with the sale of a residence and the a house purchase in…read morethe same year. We also sold some equities and had some other transactions complicating our taxes. Andrés made it all look so easy, the sign of someone that knows what he is doing. He made sense of the various tax complications and really helped us save some money. I just didn't trust that I knew all the rules and complications of tax law. I was really stressing out about out taxes this year, but he made it all seem so easy. Their value is in piece of mind, and that goes a long way for me.

Andres put all my nerves at ease! I was there less than one hour and all my questions were answered…read moreand my taxes completed. The office staff was friendly, knowledgeable and very helpful leading up to my appointment. Two thumbs up!!! I'll be a customer for life.

Couldn't get a ballpark figure over the phone on how much it would cost to do a simple tax form…read more Guess I'll keep looking

A friend recommended them for taxes because they charge a more reasonable amount to do your taxes…read morethan I was paying somewhere else. You upload your documents to a "secure site" (which is a joke I think? My browser gave me a warning about it not being secure and someone could be trying to steal my information - LOLZ!). Then you dont hear back from them for over a month. April 15th passes, no word. Luckily the tax deadline was extended this year (2021). When you call, you are told "its being reviewed and they will reach out to you, probably today." No one does. The next week you call again and they say the same thing. Then someone does reach out to you, huzzah! But it's not the person who did your taxes to go over them with you. That would be helpful. Instead you hear from the receptionist telling you your taxes are done and what you owe them and the government. Okay. Great. You look at your taxes and shit you owe A LOT. You're not used to owing SO MUCH. If you happen to have a question about something, they treat you like you're an annoying idiot and say "I've only been doing taxes for 34 years, I think I know the law..." Mmkkk. Yes, thats the reason you, and not me, are doing my taxes. And I'm ignorant, so I have questions. Jesus, I'm not attacking your intelligence. On the contrary, I'm seeking information to understand. If there is a mistake with the paperwork (payment math isnt adding up to the total balance, the first payment shows its already past due), when you ask about it, they tell you Tracy is busy and won't be able to look at whether the information is correct, for a month. A month, seriously. Your tax paperwork has errors and they can't even look at it to check their own work within a reasonable time frame. You need this information to be accurate because you need to take action on the information (the first payment is due in a couple weeks). Or is it already past due? Its too bad you're unimportant enough to get prompt service. I dont understand why someone else other than Tracy can look it over. She didnt even do them in the first place. Someone else there did. Not great service.

Heather and her team did an outstanding job preparing our tax returns for us. I was especially…read moreimpressed with the timeliness and knowledge used to accomplish this. Quick and accurate with the most up to date changes in the tax codes that applied to our return. We have no hesitation in referring Treestar Solutions to any and all of our friends!!

Heather and her staff were absolutely amazing. I will be going to Them in the future for my tax…read morereturns to be prepared. While, I was there, she was able to complete the necessary forms and have everything ready to go! By the time I got home, she had sent me an email telling me that my taxes had been filed! I've never had this kind of excellent service anywhere from anyone in any type of service business! If I could give her 100 stars, believe me I would.