We met James through another tax prep organization last year. His knowledge and understanding of…read morethe changes to tax processes was instant and impressive. He went out on his own this year and we followed. You want someone who not only understands the nuances of filing your taxes but also provides advice and recommendations to help save for retirement. James is patient and never rushes you through anything. Always making sure you understand and that he has a complete picture of your situation. James is the person you want to help navigate you through what becomes an ever more complicated process each year. Cannot recommend him highly enough.

Highly recommend!!! When a professional in the industry highly recommend James, you know you're in…read moregreat hands. As a first-time business owner, James answered my multiple questions with thorough expertise and patience. Best of all and most importantly, from his seasoned experience, he prepared me for what to anticipate and favorable solutions. If you're lucky to have James take you on as a client, he'll be by your side through it all. James- I can't thank you enough for walking me through the situation. You were not only patient and knowledgeable but kind and funny during a stressful time. I look forward to working with you next year!

After going through several "so called" investment advisors, by accident I met Scott. What a…read morestroke of luck. I have been with Scott for over 30 years. His investment strategy has helped me put 2 children through college, aided in my retirement portfolio, and has completed my tax returns in a timely manner. He is a Central Texas boy, graduate of Southwest Texas State, now Texas State University. My two children are even working with Scott on their current investments! Scott takes time to answer your questions and without a doubt, has his clients interest at the forefront. Highest ratings ever.

Scott stepped in and helped me with some IRS matters that I had neglected for a few years. The…read moreissues were somewhat complex, having to do with IRAs, inheritance and trust issues. Scott made sense of what we had in the way of documents, prepared the returns and other forms, and got us squared away. I could not have handled this without Scott's help. He's a good communicator, worked promptly and efficiently, and has a great staff to facilitate the process. His fees are reasonable and the time charged was not excessive at all. I wholeheartedly recommend Scott Schaubhut to anyone needing a CPA in Austin.

Here's my experience. Took about 2 week for my accountant to get me the proper documents. When I…read morefinally uploaded everything it took another 2 weeks to get a basic reply back. I had to go into the office in person multiple times just to get a response. Multiple people deflected me to other people who didn't help. Could hardy get someone to answer the phone. My accountant was incapable of sending me an email for most of the process. Almost 2 months later my return was finally ready, and the cherry on top is they charged me almost $400 for an individual basic return! I would never recommend this business to anyone. Stay well away

David has been doing my taxes for the last 5 years. Being a 1099 subcontractor definitely adds a…read morelevel of difficulty to the situation, and David has helped me through it all. He has actually pointed out different scenarios that I could start taking advantage of for future filings. Over the past 5 years David has made a FEW mistakes in regards to communication...S#%t happens. I told him- he apologized- case closed. I WOULD recommend David to others who are subcontractors/1099 etc. Just remember though, HE IS A TAX GUY. I tell him every time "I hate being here!" I hate paying a whole bunch of money to the IRS just like everyone else. On another note his pricing is fair, and I do believe he does a lot better job than I could do myself!

I went through three CPAs before finding Bill and now have been with him for three years. Bill has…read moredone nothing but do great things for my company. Very impressed with his promptness and proficiency I would recommend him I a heart beat. Thank you again Bill!

I used Bill for my taxes this year. He was fast and easy to work with. I will be using his services…read morenext year.

They did my taxes last several years. Didn't get last year's in until November. Now, I am hearing…read morefrom the IRS that losses were mis-categorized and I have already had to pay back money on 2020, and now it looks like more for 2019 likely, but I can't be sure, because they took the returns off the smartvault. Noone responds to emails or phone calls. Paid extra for Audit protection, but no-one responds. At this point O might have to look into legal recourse. I can't be the only person scammed by these guys. Now, automatic reply on email states everyone resigned but Charles would return message within a week. It has been at least 2 weeks with no response and no phone or office to call. Charles sent out an email in February indicating he is moving on to be a speaker/ influencer. Only if he os teaching how to scam money and walk away.

I wanted to support a minority owner business after moving to Texas but....I have NEVER heard of a…read morefirm not accepting any NEW clients because they are fully booked and I have NEVER heard of a receptionist or firm needing your Net Worth or anything else to put you on a waitlist. Please read all the reviews and save yourself the time and run...

Larry was wonderful to work with. He answered all of my questions in a timely manner, and was…read morehelpful when guiding me on what spends that could and could not write off as tax deductions. I'd recommend anyone in Austin who is looking for a reliable CPA, Larry is your guy! Thanks for the wonderful service Larry!

We have worked with Greg for many years. He is so knowledgeable and always provides good advice. We…read moreare so lucky to have him as our CPA!!!!

Greg is a local Austinite who knows his stuff about all things tax-related;…read more He gave me fantastic advice on cashing stock to pay off college debt for my two kids and he perfectly calculated capital gains tax even with multiple stock splits; Greg knows his stuff and is a good guy!

I have 2 small businesses with tax issues from last year. My request is Urgent,…read more They responded with "it will be 6 months before we can look at your file." Obviously not a good match. Since I have nothing to say, I've said nothing. But. They have harassed me for a review.

I want to update my review with additional information…read more Shortly after I posted my review, I received a call from Dana. She wanted to check whether I had received an email from Samantha so she gave me a name to search for. I found it so I pointed out that the email did not give any indication of a business response and I was waiting for a phone call, not an email as Sue had promised. This company has good intentions but poor communication issues. Dana seemed unaware that her folks could text so I pointed out that the text messages (through Yelp) had been flawless. I told Dana that I would upgrade my review from 1 to 3 because of her follow through. Dana waited a reasonable time before making a follow up call. She asked me if I got her emails and I said no so we did the search thing. I searched for her email and it came up "Executive Assistant". Talk about a spam flag! Sorry Dana, that's an email I would never open without an advanced "heads up" warning.