I've had an outstanding experience working with Count On That. Every person I've worked with has…read morebeen professional, knowledgeable, highly skilled, and genuinely enjoyable to work with. Their responsiveness is exceptional. They're quick to answer questions, provide thoughtful guidance, and consistently deliver expert advice. What really sets them apart is their ability to understand the unique needs and fast pace of startup companies. They combine deep technical expertise with practical, business-minded solutions, making them a true partner rather than just an accounting firm. It's rare to find a team that's this talented, responsive, and committed to their clients' success. Without question, they're one of the best accounting teams I've had the pleasure of working with, and I highly recommend them.

Working with Jeff and his team has been a great experience. They are highly knowledgeable,…read moreextremely responsive, and consistently thorough in their work. More than just handling filings and compliance, they provide thoughtful tax planning and strategic guidance that helps me make better, more confident decisions for my business. I see their support as a true investment, their work ensures I remain compliance while also driving more efficient use of business resources. Their fees were well within the range of other firms I considered, but both the breadth of services they provide us, as well as the depth of expertise they offer exceed the alternatives we considered. I depend on them throughout the year, I communicate regularly with my account manager and am always impressed with her responsiveness. I rarely recommend professional service providers, Jeff and his team truly are unique in the quality of work and level of service they provide. Jeff seems genuinely driven to seeing small business owners succeed. I would strongly encourage business owners, particularly those just getting started, to work with Count On That.

The team at Advanced Business Consulting were a game changer for my business. I was struggling with…read morea business plan, my Quickbooks, and process flow. My business plan is now the living document it was intended to be, my Quickbooks looks (and works) so much better and we were able to streamline my sales process. Advanced Business Consulting paid for their work in increased efficiency and happier customers and workers. I would highly recommend Advanced Busoness Consulting to anyone who is struggling with the business side of their business!

From the owner: Our goal is to facilitate the realization of the dream that led our client into starting their own…read morebusiness in the first place, rather than spending all of their time worrying about the daily operations of the business. We believe that business ownership should allow the entrepreneur more freedom to pursue personal goals. We believe that owning and operating a business should not simply be a replacement for a traditional 8-5 job, or worse, replacing an 8-hour work day with a 12-hour one. We believe that owning and operating a business should offer the entrepreneur to spend more time doing the things he or she enjoys, making life happier with less stress. Our solutions create the type of life the client desires. We spend the first few days interviewing our client about the vision and dreams that led to starting the business, and performing a thorough analysis of current business operations. Once we have gathered sufficient data, we develop a plan that will ensure that our client will be able to fulfill the vision, and enable the business to support the dreams, whatever those might be. Every client, and every business is unique. Therefore every solution is custom designed for the specific client. However, we aim to make our solutions affordable to every client.

I've been clients of Paul and Esther for the past 8 years, and it has been a beautiful and fruitful…read moreworking relationship. First, they always have my best interests as their priority. Hence, I trust them completely with helping me plan financially for the future, and ensure that I reach all my financial and professional goals. Their strategies may at first seem unorthodox to the conventional thinker, but it makes absolute sense when you are able to see how everything fits together. Next, their business model operates on having a continuous ongoing relationship with their clients, which I love. They make me feel like part of their family. We meet regularly at least a couple times a year, and they organize regular workshops regarding tax strategies, leveraging credit, etc. which I can attend to keep up with the latest developments. They are passionate about helping me keep and grow my hard-earned money, and I appreciate how much they care about me, not only as a client but as a person as well.

Paul and Esther have been awesome to work with and are really passionate about helping people! I…read moresigned up for a whole-life insurance policy a year ago with them and they spent a lot of time on the front end helping me understand the benefits of whole versus term life insurance and how I can use the whole-life policy as a really powerful financial tool. I love that my policy has reliable growth that I feel really comfortable with, and I know exactly what the minimum balance will be whenever I decide to retire, thanks to Paul and Esther's thorough review of my policy. They do annual in-person policy reviews so it's a really personal experience!

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.

First, middle of summer, Brent picked up the phone. We only did a phone consult, but I am…read moreinterested in working with him because he was knowledgeable, relaxed, and kind. We spent a while on the phone and he gave great advice without asking for a consult fee. I'll be scheduling a paid consult with him after our great conversation.

I called CPA Solutions and talked to Brent about my tax situation. He was able to give me some…read moregreat advice. I would highly recommend them