They messed up on my tax return which ended up in hundreds of dollars in IRS penalties and interest…read moreand possibly on the IRS audit radar now. They said tough luck, we aren't reimbursing you for our mistakes and blamed me for not reviewing my return thoroughly. What am I paying you for? Avoid like the plague even if they offer you a good deal. Not worth the headache, wasted time and grief.

Been using Adam for several years and have been very happy with his business tax prep. He gives me…read morean easy list and gets everything done quickly. Would recommend highly. All his staff is easy to work with as well.

Made the mistake of giving this firm a try, they dont know what theyre doing and couldnt get my…read moretaxes accepted for 4 years. i was "stuck" with them or would have bailed long ago, lazy and full of mistakes and excuses for mistakes. having worked with dozens of accountants theyre incompetency is very evident. Now the fun task of getting reimbursed legally

This is our first time using their services and it has been a nightmare. We normally file our taxes…read moreonline, but wanted to use their services because of some changes in our tax return and we wanted to make sure that everything was correct. They assured us that everything will go smoothly. This year (2020), we received a notice CP81 stating that they have not received our tax return for 2017. I immediately called and spoke with Carolina T. and she advised that the system crashed during the time they filed and she said she will issue a refund. She also advised that she will re-file the same day (7/23/20) and she sent me a confirmation email that it was sent. I called the IRS again, hours and days later, and they advised they did not receive it. When I called back to Carolina T. at the CPA office, she indicated that it was filed and it will take some time for it to show up on the IRS side. Well it's now 11/20/2020, and we received another letter from the IRS. The same notice CP81 indicating that the 2017 taxes were not filed. In Summary, I don't believe the story that the system crashed and somehow lost our information or the filing didn't go through. If that was the case, why weren't there blast email or notice sent to people indicating this. Also this is the 2nd time they advised they filed electronically and apparently it still did not go through. I waited to write this review, because I honestly thought this was an honest mistake and out of their control, but now I realize, this is not a good business to work with. Although we did receive a full refund back for their services, this issue is still not resolved, and more and likely we'll probably be paying back interest. When asked if they will be paying the interest, she stated (back in July), that the refund should cover the interest cost if any. This is unacceptable. I was better off using Turbo Tax or H&R Block. I paid the higher amount for ease of convenience and quality. I received neither.

STAY AWAY FROM THIS "CPA"!! I hired Marty for my business tax return and experienced nothing but…read moreproblems throughout the process. Poor communication and poor customer service was the last thing I expected after paying Marty a premium price ($3000 for 2017 return and $300/mo IN ADVANCE for the 2018 return) for what should have been a fairly simple tax return . Marty and his firm failed to pay attention to any of the information that was given to them, they overlooked a $70,000 write off that was specifically pointed out to them in advance, filed for an extension over a month late (costing me a $400 penalty which they would never address despite numerous emails and messages left) and threatened to cancel their services the first time I expressed any frustration. Mind you they were informed in early February that I was in the process of buying a home therefore filing on time was crucial. On 2/13/18 Marty let me know that they had began working on the return. One month later on 3/13/18 he emailed to say he was running behind and would be filing an extension (deadline is 3/15/18 for an extension). On 3/27/18 he emailed to say that the return would be completed and sent for review within 2 days. 6 days later I received the return which was missing $70,000 in depreciation write offs and had mistakes where he "assumed" that partial taxes had been paid mid year, mind you he never asked, he just input numbers he thought should go there. 4/9/18 I confirmed that all revisions were correct and that I was approving the revised return to be filed, Marty said he would get it done (We were scheduled for closing by the end of April and Marty knew this). 9 DAYS LATER I get an email confirming that an EXTENSION (not the return) was filed on 4/17, 34 days after he initially claimed an extension would be filed, and 32 days after the deadline to file an S corp extension. This is when I began to really question his abilities and his word. Marty had no concern for my business or personal needs and he had no concern for how this was going to affect my home purchase. On 4/18 Marty said he would E-file the return the next morning and scheduled a call for 4/23 to go over my concerns. He skipped the call on 4/23 and never filed the return on 4/19 despite sending an email claiming he had. My return wasn't actually filed until 4/27/18, 73 DAYS AFTER he began working on it, and only 1 day before closing on our new home. Marty was paid over $4000 for his services and fell short every step of the way. On 8/13 I received a letter from the IRS letting me know that Marty never filed the proper forms for our business classification. When contacted, Marty initially said he would resubmit the forms but then never followed up with us. We had to reach out to the IRS directly to resolve the issue. On 10/18 I received a letter from the IRS that Marty had failed to file the return or the extension on time and that I owed a fine of $400. Marty was emailed and called and I left messages with his secretary. He never responded to me in any way. This should tell you everything you need to know about his professionalism. We only hired Marty because he claimed to specialize in business taxes and we wanted someone knowledgeable to make sure we didn't have simple mistakes and screw ups. In the end I could have gotten better service from H&R Block for a lot less money and stress. SAVE YOUR MONEY & AVOID THIS "CPA"!!!

I have worked with Marty and his firm for the last several years. He has been more than a CPA firm…read moreto us. When we started working with his firm, our company was not performing to its peak potential. Marty helped me create a strategic plan to increase profitability. When my business partner decided to leave Marty helped evaluate the firm as well as helped with the buyout. As we completed the buyout, Marty reviewed the exit strategy options for the company and provided strategic thinking in the conversion to an ESOP. His advise helped me make more money while operating the business and helped me pay less tax upon the sale of my company. Marty and his firm continue to be a great asset to me and the company. I would highly recommend this firm for your needs.

That were great. This was my first time filing with a CPA and they were very patient with me. I had…read morewhat felt like an overwhelming and complicated tax year last year and they put my mind at ease. Stuart is very personable and actually made a tax meeting enjoyable :) Jeannie and Nathaniel are so nice and responsive and explain everything thoroughly. I will be continuing to use them for my small business needs as well as taxes. And they are affordable and take extra time when needed.

Needed a CPA to do my personal and business tax returns and turned in my tax info early to this…read moreclown to avoid having to file an extension. Never heard any progress on my return and found out that they had filed an extension without giving me any notice or update. Finally, after my calls and emails were not returned, I showed up on his doorstep to inquire as to why my return had not been filed as I knew that penalties and interest were accruing. His answer to me was, "I dont know." This bozo caused me many days of anxiety and basically cost me several thousand dollars in tax penalties in addition to the total lack of concern and communication he displayed toward me, his client. If you are looking for a decent, honest, and professional CPA who cares about your tax returns, avoid this guy at all costs.

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

Knutson CPA is a very knowledgable and excellent accounting firm. Their entire team has been great…read moreto work with and they have always handled complicated circumstances with a sense of ease. I highly recommend them.

Since 2013, Knutson CPA has assisted our group of financial companies with a variety of tax and…read moreaccounting services. All deliverables are received on or ahead of schedule and our questions are answered expeditiously. Ultimately, the services provided by Knutson CPA have allowed me more time to focus on growing and managing our business.

Mr. Carroll provided outstanding service in preparing 2011 IRS 1040. His knowledge of the current…read moretax code changes is tremendous. Further, his overall knowledge of business entities matches his tax expertise. As an inactive CPA, Mr. Carroll provided the best professional service I have ever had. He is a true professional!!!! If you need tax / accounting / auditing service, this is the CPA I would hire every time.

I trust Peter Marshall & Company, CPA for my professional and personal tax and accounting needs…read more Their attention to detail and willingness to customize their services to fit our needs truly sets them apart. I would recommend the to any business or individual looking for a great CPA firm!