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    Benchmark Aspen & Associates

    3.6 (5 reviews)
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    Services - Benchmark Aspen & Associates

    Accountants

    Business filing for current tax year

    Individual filing for current tax year

    6 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Benchmark Aspen & Associates

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    3 months ago

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    10 months ago

    Mike has been our accountant for our business and personal needs for years. We have always been very satisfied. Thanks Mike

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    5 years ago

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    Hamilton Tax and Accounting

    Hamilton Tax and Accounting

    2.9
    (18 reviews)

    Do not use? They made an error on our 2023 taxes and will not refile. The error was definetely on…read morethem. They will not answer our emails or phone calls.

    Not punctual with filing deadlines. Poor communication and response times. Most importantly, not…read moretransparent and not forthcoming when issues arise. When it comes to something as important as your financials and taxes, simply not worth the risk. --- My previous CPA (CSA Accounting) was wonderful and I had used them for many years prior. Hamilton Tax and Accounting acquired that practice halfway through 2023. Onboarding calls and meetings were promising in that Steven and the new team seemed relatively organized and knowledgeable. The service rates jumped up significantly (more than 2x the cost!) but I didn't want to go through the trouble of finding a new CPA. So I thought OK, I'll pay the convenience premium here and give the new owners a chance. What a mistake that was. Let me walk you through the nightmare that was my 2023 tax filing experience. I'm an organized person who is familiar with key dates and always try to err on the side of getting things submitted early when possible. Feb 21, 2024 - I submitted all of my relevant 2023 documents. Mar 26, 2024 - They requested some clarifying information and indicated I should still be on track to complete filing by Apr 15, 2023. Great. Then I get really busy and kind of forget about taxes since my taxes are not complicated and they have all the necessary documents now. Jun 4, 2024 - My spidey senses start tingling, so I reach out to get a summary of my tax return. They indicated that an extension was filed. Ok, maybe they got busy and needed more time. Fine. Jun 12, 2024 - They share a draft copy of my tax return. Now I'm getting worried and think they just completely forgot to file my taxes until I reached out on Jun 4. I sign and they complete filing shortly after. Suspicious. Jul 6, 2024 - I receive a notice of late filing from New York, where I reside. It includes a hefty late filing penalty ($800+) so I reach out to ask WTF happened here. Time crunch is at play now to file an appeal in time. Jul 12, 2024 - I start reaching out in other ways because they are not responding to me proactively and the time crunch is still at play. Jul 16, 2024 - I check in again as I still do not have a clear path forward. They say they are reviewing something and creating a letter for me. I should receive a copy later that day. A letter? What? Jul 18, 2024 - No letter yet, so I reach out AGAIN. Now I'm PISSED and escalate in all channels available to me. Jul 19, 2024 - They finally upload a letter with some meek apologies, asking that I send this in as the appeal. I quickly file the appeal with maybe 1 week to spare. Cutting it close, but phew. After reading the letter I just submitted more carefully, I then realize the letter is basically worded to request forgiveness and an abatement of the late filing penalty. Huh? After I reached out again to inquire about the wording, I was finally told that an extension wasn't filed with NY state. They filed an extension for me federally and most states accept federal extensions, but NY state is one of the few that does not and requires a separate extension filing. So they basically were not familiar with NY rules and completely bungled my tax extension filing with the state. So much for tax professionals. Time to find a new CPA. Nov 27, 2024 - This whole situation is finally resolved and NY state was gracious enough to waive my tax filing penalty. I got lucky here because they did not have to waive it. --- What a saga. A whole year has almost gone by and finally I can put my 2023 taxes to rest. I completely understand that mistakes happen and we are all human. However, the way they handled the situation was with poor communication and a lack of transparency. I had to do detective work to piece together where they messed up. I'm convinced that they were hoping I wouldn't notice and the issue could be swept under the rug. If they treated my issue like this, I can only imagine what other errors they are not forthcoming about on tax accounts. If you're still thinking about using their services, just know that you've been warned.

    William E. Huml & Co

    William E. Huml & Co

    5.0
    (6 reviews)

    We recently moved to Lake County and were in search of a new company to do our tax prep for us. We…read moredid a little online research and I'm definitely pleased with the decision we made! Ronda met with us twice - once to meet us and go over all of our tax documents, and again to walk through our tax return with us. They e-file for you, which is also nice. She was very accommodating to our schedules and took the time to get to know us (and didn't mind our 3 year old tagging along!). She also provided some good advice for the upcoming year and was very accessible via phone and email. As an added bonus, they have a secure online portal for signing documents and such, eliminating the need for as many face-to-face meetings if that's what you're looking for. I like knowing that next year, we will work with Ronda again and not just a random person who is available, as was the case with the last company we used before we moved. I found the price of the tax prep to be reasonable and supporting a local business is always an added bonus in my book. We'll definitely recommend William E. Huml & Co. to others and look forward to continuing to work with them!

    I can't say enough good things about working with Bill and Ronda. They have prepared our personal…read moretaxes for the past several years, and are consistently professional, pleasant to work with, and incredibly accessible when and if we have any questions. I would (and have) recommend them to any of our family and friends. They are great!

    KFN Accounting & Financial

    KFN Accounting & Financial

    3.3
    (9 reviews)

    I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

    Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

    Benchmark Aspen & Associates - taxservices - Updated June 2026

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