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    9 months ago

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    Dallas Tax and Books

    Dallas Tax and Books

    4.3
    (52 reviews)

    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!

    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.

    Kapioltas, Forni & Oliver

    Kapioltas, Forni & Oliver

    3.0
    (4 reviews)

    I thought these guys did a great job on some oil & gas litigation for my family. I have…read morerecommended them to my brother. Brad, my brother, also said that KFO did great work for him and it didn't cost a ton of money. We are very pleased with KFO, they have drafted mineral title opinion and updates for my family. Again, many thanks and a big thumbs up

    Litigious, unethical law firm that preys on the board members of HOA's and in experienced property…read moremanagement firms to line their pockets with money. The homeowners, and by extension, the HOA gets screwed by getting harrassed and threatened with foreclosure of a home due to unlawful and irresponsible fees in violation of some non-existent made up rule. Again, if you are in need of a law firm that is respectable, reasonable, and not just out to squander the everyday, working man you need to look else where. This law firm, and the owner, Thomas L. Kapioltas, serves no one but the green paper that he collects from the complicit Property Manager firms that hire him, who in turn, are hired by the HOA board of directors that, in my estimation, need to get a life & a career where they can live out their fantasies of being power brokers! To go through the proceedings to foreclose on a respectable and productive citizen of the US and state of Texas for $1,200.00 fees assessed as a penalty for not removing a satellite from the roof of ones house is not only unethical, unlawful, but down right dirty and sleazy. I would think a Lawyer worth the dollars he charges to be responsible to consult his clients to be reasonable and not waste our tax dollars with petty and unsubstantiated lawsuits just to make a buck. This is a law firm and a lawyer that gives all lawyers a bad name and causes everyone to scream in disgust when the word 'lawyer' is spoken. Shame on you for swindling the american people, the Texan citizenry, and the home owners of this proud nation by your slimy unacceptable lack of work ethics and moral sensitivity.

    Kelly CPA

    Kelly CPA

    3.0
    (8 reviews)

    Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

    The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

    Araiza Law - bankruptcy - Updated July 2026

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