Please check her amazing 5.0 reviews on Google as well!! I…read morehave known Shelley Teepe with Regal Tax Service as my tax adviser for over 20 years. I've always appreciated and admired her knowledge, attention to detail and calming demeanor during the stressful tax season. She and her son (who I had a chance to see grow up) are ethical, intelligent and professional individuals that I can highly recommend to anyone.

Steven continually tried to miscategorize income that I already had categorized correctly. After…read moretelling him for the third time that he was wrong, he cut off all communication with me. After using every communication method that I had for this business within a 24-hour window, I reached out to Steven's mom. Who chose not to respond either. Steven wanted to clarify my rental income which he was wrong about, with my bookkeeper for my business taxes. The bookkeeper for my business taxes has nothing to do with the 1099s that Steven had. Steven that had conversations with my bookkeeper about filing the business filings for the IRS. I did not engage Regal Tax Service or authorized them to do this. They tell me that they have communications from me authorizing them to do this. I have already paid a separate accountant to handle the business filings, therefore I would not ask Regal tax to do this. This business continually miscategorized expenses that I had already categorized correctly. They tried to pick up unauthorized work and then charge me for it. they cut off all communication with me after I told them that they were wrong and that they needed to categorize my income correctly. Then they emailed me! And they tried to extort more money out of me after I did not authorize them to pick up the business filings! Then they dropped me as a client when I went down to their business and caused a scene. Look, when you screw up people's taxes, when you try to reach out to their other accountant on issues that your client can clarify so that you can charge them more money, when you pick up unauthorized work and try to extort more money out of the situation, when you cut all communication with your client, people tend not to be happy with that! After I caused the scene Shelly emailed me and tried to extort more money out of me for work that I did not authorize. I emailed her and let her know that We would not be at this point if Steven had not made several attempts to miscategorize already correctly categorized income. (I sent them spreadsheets with EVERYTHING categorized) We would not be at this point if he had asked myself or my assistant about the 1099s that we correctly classified as income. We would not be at this point if Regal Tax Service had not tried to pick up work that I did not authorize them to do. And we would not be at this point had they responded to my communications about these concerns. Shelly, say whatever you want. You screwed up my taxes. You tried to pick up unauthorized work. You tried to communicate with other accountants in my circle when I, or my assistant were the only people who could have clarified the issue. And as I tried to schedule meetings with you and my other accountants to clarify this & reached out to all of your communications methods, you cut off all communication with me. You would not have someone at your business, knocking at your door, if you weren't causing the problems that you have caused. Good luck with new clients! Oh, feel free to post the communication where I authorized you to do my business filings here if you have it.

I've known Seamus and Sean since college. They are great guys, honest men, and great accountants…read morewho have helped me in the past. And when starting my latest venture this year, Seamus didn't give the news I wanted to hear, he gave me the news and advice I needed. Highly recommended.

I have been doing business with Sean Concagh and his brother for many years. It is a first-rate…read moreaccounting firm and I trust them with my life in terms of handling my financial affairs for both business and personal. I whole-heartedly recommend this agency for all your accounting needs.

Great addition to our accounting team, experts are very detailed oriented, they helped us a lot!read more

Nancy and her staff provide outstanding customer service. They are responsive and professional and…read morevery easy to work with.

Pleasant, very resourceful, they make sure you know what your taxes are all about, any questions…read moreyou have, they provide the answers

Aaron and Mary are both amazing people. They are genuine and extremely professional. They have…read moredone my taxes for eons, and have always been helpful and courteous. I highly recommend them to anyone seeking to have their Taxes done by professionals, or to help with investments.

Aaron is amazing. I had some tax issues arise as a result of using Turbo Tax and was pretty…read morestressed out about it. I made an appointment with Aaron and he sat with me for an hour and a half and fixed everything. He is wonderful! I am forever grateful and CDS Group Financial has earned a loyal customer! Thank you so much!

It was a really easy and smooth process. They responded quickly for all my questions. I highly…read morerecommend them for State Farm.

I'm satisfied with my conversations with his professional team. I explained what I wanted/needed,…read moreand that was what I got. I'm not much for up-sale people. I got a fair rate (as I shop) with a reputable insurance company, and an agent that understood my needs because they listened. I moved my homeowners as well as my vehicle insurance from AAA insurance. (would NOT recommend AAA!!) Donny was who I spoke with there. He was both Informed and was invested in making the frustrating and sometimes challenging work of changing insurance companies seem easy. I felt confident I made the right choice when I got off the phone. I Would highly recommend him to friends or family.

Very thorough on his preparation. Explains everything in detail. An excellent CPA with a great…read moreknowledge of the tax laws