I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

We have known Larry for many years and been a client of his for several years. Trustworthy…read more Knowledgeable. Fair. Integrity. These all describe his business. I recently worked on a big project with Patty, and I wish I could bottle up her amazing customer service and problem solving and sell it. I could be a zillionaire! She is incredible and so passionate about finding the right answers and helping her clients. So very thankful for her assistance and care in doing her job for the right reasons, helping others succeed. Thank you Patty!!

After I moved from VA to TX I needed to find local State Farm agent. My former agent recommended a…read morelocal agent who gave a quote that was $150 higher than I was paying in VA. I was shocked to says the least. She then went to explain how TX rates are higher than in VA. I get that, but what on Earth can justify $150 hike?! I decided to continue my search and found Larry who handled my request perfectly. I got my TX policy for only $25 higher that I used to pay. Great Agent!

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

She came highly recommended from my sister in law and now I see why. So easy to talk to and work…read morewith, I wouldn't go to anyone else for my financials now. Will recommend her to anyone and everyone I know!

Tax Medics is professional and experienced. High energy, great personality, amazing knowledge…read moreand expertise. I was lost about some tax complications. I searched the irs FAQ's, and the internet, but came up empty handed. I called Tax Medics and had my answers within the first 5 minutes. Thank you Tax Medics. I am grateful!

Highly recommend Desie! First she was available at a time i was in a panic and needed to correct my…read moretax return ( on a Sunday). She listened to my concern and offered me free guidance over the phone, because of my stress level and her kind demeanor I choose to have Desie review my error, process and correct my return. She made the process seamless, which allowed me to relax and get back to my day! She is patient kind and very efficient. I will recommend and use her in the future.

These are the most outstanding wealth management advisors I've ever met. Their wisdom concerning my…read moreinvestments greatly benefitted my portfolio. I recommend them to anyone I can.

We had a horribly negative experience and would never recommend this business. Very unprofessional…read moreorganization.

I have had many occasions to lean on the expertise of Edith Smith. I am impressed with her…read moreknowledge of and passion for taxes. She and her staff are willing and happy to help. I have every confidence in her ability to provide accurate and timely tax advice and tax preparation work. I have had multiple opportunities to refer Edith to my clients. A client whom I referred to Edith about two years ago recently went out of their way to again thank me for sending them to Edith. I will continue to reccommend her services to any individual or small business in need of fair, honest and accurate tax advice or preparation.

Edith is both professional and very knowledgeable. She came highly recommended from multiple…read moreneighbors and we've been very pleased with her services. She's a year round full time CPA...not one of these more costly fly by night places that are only open during the busy tax season.