I have been going to Grant for years and him and his staff are top of their profession. Thanks…read moreGrant for all you and your team does for me.

I called last minuet because my son had died and I had no idea how to proceed with his tax return…read more At first I was told they would file extension and work on it after 4/15. Which I totally understood. I dropped off papers and Dawn told me she would complete within the week and she did. I know they are busy but their compassion and helpfulness was above and beyond. Thank you!

My rating is based on the fact that after being with T. Allen & Associates and its predecessors for…read more50 years, I was dropped as a client due to expressing my dissatisfaction with the service I received for the 2022 tax returns. The problem was not due to the actual preparation of the return but to subsequent sloppy handling of it and blatant fabrication of a story to mitigate the circumstances in getting the return back to me for signature. I had requested that the material be sent to an address in Florida where I would be. While there, I inquired as to receiving the packet for signature. I was told that the material was on its way. Not having received my packet in over a week, I again inquired and was told to wait a while. Another week passed so again I inquired and asked as to what address my return had been sent. They did not know because they did not keep a record of it and thus could not be tracked. After a few more days I again inquired and was told the material had been returned by the USPS and they would send it out. About a week later I received the return from T. Allen & Associates. I noticed that my original material, such as W-2s and 1099s were photocopies. In all other years, original material was returned. In questioning this, I was told that the original packet had not actually been returned by USPS, so I received a copy from their file copies. Corroborating the falsehood was that they could still not tell me where the original materials had been mailed to. There was no need to make up a story about the returns coming back to T. Allen. It was uncalled for, false and unprofessional. Furthermore, it puts a bad light on client relationships. T. Allen conceded that errors had been made. What caused him to drop me as a client was that I had labeled his staff incompetent. I did apologize for the poor choice of words since I have never had a problem with the actual tax preparation. I could have been satisfied with simply apologizing for the apparent clerical error in sending my return to a wrong address. However, I explained that what put me over the top, in my choice of the word incompetent, was being lied to by a member of his staff. In fact, I chose that word because I did not want to use the words "being lied to". I realize that the staff member meant well, but he went too far. I had forgotten that I was dropped as a client so I sent my material for the 2023 tax returns to T. Allen. He sent back my materials and a copy of our email correspondence from the previous year to remind me that I was no longer a client. In the emails Allen pointed out that in the email subsequent to our disagreement, he had written that they no longer wished me as a client and that they would return my check for the preparation of the 2022 returns. I checked my records and found that they had cashed my check, rather than returning it as stated. So I wrote him a nice letter, again apologizing for my poor choice of words in criticizing his staff, and reminded him that he was going to return my check. I said I would appreciate receiving the remuneration. Well, a few weeks later and no check. Obviously Allen chose to renege on his initial words. Hence this review.

Good, respectable, capable accounting group. They helped us with our taxes this year. This was the…read morefirst time we'd hired a firm to help with our personal taxes. While our meetings went well, and they gave us all the face to face time we needed, their fees for service were insanely high. WAY more than we had planned to pay. That said, next year we will go back to doing our own taxes

From the owner: We are a full service tax and accounting firm specializing in agricultural and fiduciary tax…read morematters with more than 35 years experience serving our community.

Clausen's have been doing our taxes for about 25 years. This includes our personal and farm…read moreincome, before and after retirement. They have provided good guidance regarding tax maters. We find them available, knowledgeable, accurate and cost effective.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!