Fantastic firm for taxes. Can handle even the most complicated returns!…read more Janet is awesome with great experience.

I previously left a negative review about JL Wennes, but after further experience I realized my…read moreconcerns were due to miscommunication and, honestly, my own lack of knowledge. After a bit of fussing I was able to secure an in-person meeting. Since then, my taxes were promptly handled, and the accountant was extremely competent. I left the meeting not only satisfied, but also impressed by the amount of money JL Wennes was able to save me. That outcome compelled me to return here and update my review. If, like me, you find taxes overwhelming and want someone to walk you through every step, JL Wennes may not be the perfect fit. However, they are highly competent, and once you get up to speed with their process, the value is absolutely worthwhile. I now plan to remain with JL Wennes for many years to come. Not because they apologized or begged me to, they did not, but because they are highly competent and I want to save money on my taxes. I believe at the end of the day this is the single metric people use to measure the performance of their CPA and thus my prior review would be misleading.

Lillian is amazing! She is so knowledgeable, experienced, and has great customer service. I highly…read morerecommend Lillian for all your accounting needs!

Lillian has been doing my monthly bookkeeping now for nearly 2 years. A+++ service I would highly…read morerecommend her services she does my quarterly sales tax as well. As a small business owner it's nice to know when it comes to my accounting I'm in good hands

Great experience working with Gina and Jordyn- highly recommend them as you consider tax…read morepreparation.

Bluebird handles all of our money and I trust them with every aspect of how our money is treated. I…read morehave had every tax issue dealt with seamlessly by them and I never question the advice they give me. I honestly don't know what I'd do without them. It's also a boutique firm so their customer service is outstanding as well. If you're looking for anyone to help you with any aspect of accounting, you can't go wrong with Bluebird.

I've been with Taxes by the Sea for almost 3 years now. I wish I would have found them earlier…read more If you want honest, informative, and timely work...stop right here. I can't put in to words how much easier my life is now that I have someone to walk me though all of my tax and business related questions. You won't be disappointed, promise.

I couldn't recommend Taxes by the Sea or Kendall more! Kendall has done my taxes for the past few…read moreyears and also does bookkeeping for my dad's real estate & lending business. Kendall is friendly, extremely knowledgeable, and quick to reply to any questions that arise during your tax process. My taxes get confusing with multi-state, W2, 1099, etc. and Kendall always knows how to handle them and makes it a truly seamless process. Not only does she do an amazingly quick job in tax filings for the current year, she has provided me with tips and tricks to ensure that next year's taxes are even easier. I highly recommend using Kendall!!

I've used Candice for Business and personal taxes for 5 years. Her knowledge I could not find…read moreelsewhere and a CPA that can get it done by tax deadlines! I meet with her twice year in person!

I met with her in October 2024. She was so nice! I was so excited to work with her. I gave her…read morecopies of my documents and set up my client portal......and then I never heard from her again. Even after multiple attempts through various means, I finally gave up. To this day, I still have no idea what happened.

Rachel and Stephanie have been great in sorting out a huge mess i had of my books, Even though we…read moreare a cleaning company we can clean basically anything but not our books unfortunately. Rachel and Stephanie took the time to answer my dumb questions and lack of knowledge i have of accounting. they have helped me to focus on whats really important growing my business and not to worry about the accounting. they have even trained me to take care of a few items on my own, saving me some money. great staff and company. Customer service is the best part. you get what you pay for here!

I love love love working with Gold Standard! They are so easy to work with and so detailed! Rachel…read moredoesn't miss a beat! Honestly if you want to know everything is being handled correctly this is your place. Could not be happier

10/10 reliable 10/10 sound tax advise…read more 10/10 customer service 10/10 office staff 10/10 intelligent Mr Evan is rock solid, back in the office - everyone's amazing. So surprisingly reliable like no other, great value and great knowledge base. Knowledge of unique situations in personal and organizational taxes is rooted in firm knowledge, experience and reliability. We have been with Filipovitch and Co for over 5 years.

If you're looking for trustworthy professionalism, I would not recommend you take your business…read morehere. I had a similar experience as other new clients with broken promises, lack of communication, calls and emails not being returned, and tax returns not being done by the deadline. This was the most unprofessional treatment I've ever experienced by an accounting firm.

I left a one-star review because I couldn't leave a review any lower. Bill and his team and this…read moremost unprofessional, and incompetent people that I have ever had to work with. We had hired a different tax prep company, but in January 2019 we got a notice from them that they had outsourced a bunch of clients to Bill's company. By then I was wrapped up in a major project for a client, so I went with the recommendation. Let's start with our corporate taxes. I had our corporate taxes ready to go on January 23rd, 2019 and I added Sean from Bill's office to our QuickBooks account. I asked for status updates every couple of weeks and never got back a single email. Sean also never accepted the request from QuickBooks to be added to it, so I could see that nothing was being done. The first time I actually heard from Sean is after I called the company that I hired to find out what was going on, this was on April 8th. I heard from Sean twice that day and nothing else. We had several payments that clients had made for work that hadn't been started yet, so we needed to make sure that income was deferred corrected into 2019. I sent that information to Bill multiple times and he never seemed to understand what he needed to do with this information. Our business taxes were eventually done on April 14th after many phone calls and emails to get status updates. I had to assume they were done correctly, as there was no time to double check the work. On our personal taxes; our information was gathered up and sent over on March 8th, 2019. As we had 73 files which had a total size of 36 Megs, I couldn't email the data over, so I uploaded the information to One Drive and had One Drive create a link for the folder, which I sent over to Sean (from Bill's team). Again, I heard nothing when I asked for status updates. When we finally got an email from Bill about what was going on (this was April 8th) the email made it seem like it was doing up a favor by doing our taxes (and that he wouldn't be doing them until April 13th when he was done with his clients that came to his office). We had sent in all the relevant information months before, but his apparent lack of time management meant that our taxes never got done. Bill never figured out how to click on the link that I put in the email to the tax information. At least I must assume that was the problem, as Bill never bothered to tell me why we couldn't download the files that I uploaded for him. On April 12th he told me that I needed to upload the files to his file transfer app. I was using a restaurants Wi-Fi (as I had work to do that day since I wasn't planning on spending the entire day dealing with my taxes) and I kept getting errors from the website that Bill had sent over. The tax firm that I hired in the first place ended up downloaded the files from One Drive and uploaded them via Bill's site since Bill could download the files himself. The week leading up to Tax Day, Bill kept trying to talk us into filing an extension, because I assume he didn't want to do our taxes before April 15th. We kept telling him that an extension wasn't an acceptable option because we had no idea what the estimates where going to be because of all the changes with the tax laws. Like our business taxes, our personal taxes were done on April 14th. I again had to assume they were done correctly, as I didn't have time to sit down and review everything. Having someone do your taxes is supposed to take the stress away from you when it comes to this process. Bill completely failed at this. My stress level went up dramatically, and I have zero confidence that my taxes were done correctly. I would have had less stress if I had simply done them myself, but I didn't have the time which is why I hired someone to do them for me. I'm at the point where I'm going to pay someone else to do them again and file an addendum if/when the taxes that Bill and his team did are wrong. If I had the time, I would have sat in Bill's office and supervised him doing my taxes, but I thought I had a professional doing my taxes; I was wrong. Needless to say, I will never have Bill or Sean ever work on my taxes again; and I'll never hire them to handle any aspect of anything ever again. I've never worked with anyone with such poor time management skills, such poor communications skills, or such an inability to use basic computer skills such as sending an email (emails have subject lines for a reason, any email thread that Bill started has a blank subject line, so I have no idea what emails and responses are to what). I wouldn't trust Bill or Sean with counting the change in a piggy bank much less our taxes which come with legal risk associated with them if they are wrong. If I had known there was an issue in March, I would have simply found another person to handle our taxes. But because I let things go until it was too late, I had no choice but to pay to have work done, which I need to pay to have redone.

Too bad you can't give zero stars. I had a very unpleasant,…read moreunprofessional experience