Don't always believe what you read on Yelp. Sure wish I had done more homework on these people…read more If I did, I might not be writing a check for $500 for this fiasco. My husband hired Brody Tax for bookkeeping in September 2022. We met with Markita Brody on a different matter and she told us about their bookkeeping services. My husband is an owner operator and needs reliable bookkeeping. So we decided to use Brody, especially after seeing positive reviews. We left a large amount of receipts and invoices with the front desk assuming they would be handled properly and entered into their accounting software. My husband returned to drop off receipts and invoices for Sept - December in February and discuss tax preparation. They took the receipts and shortly thereafter we received the tax returns. They sent a nice little email with returns saying that my husband owed $57,000. Can you imagine how that made us feel? I opened the returns and immediately went to the Schedule C to see what they had for deductions. I'm no accountant but I damn sure know they fkd up huge. They missed over $70,000 in fuel deductions and more. I would imagine that an experienced accountant would recognize that a truck driver would have much more than deductions for 3 months but he didn't. I had to tell him. Thats when the receipts that were dropped off in September 2022 came into question. They said the never received them! Wait! What? So, back and forth we go. They are insisting that I'm mistaking and that nobody in the office remembers me leaving these (6 months prior). I asked if there was security footage in the building that would prove that we went in with them and left without them. We were in full panic mode! They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox. Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder. THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts. They were "tucked away" in some woman's desk - apparently known as an "office hoarder". So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension. We are down to the wire on April 18, 2023 at 4:22PM as of this review. Oh.....and they are charging $500 for all this. TAKE YOUR CHANCES WITH TURBO TAX - DO NOT TAKE CHANCES WITH THESE GUYS.

We have used Judy Sinz, CPA for quite a few years now. We have always gotten a Saturday appointment…read more(which is what we prefer) and there has never been any issues with our taxes. She is very friendly and so is her receptionist. We will be using her again this year.

As we trundled in with our mountain of files for this year's taxes I decided it was high time to…read moregive Cheryl a good shout out. Our 10th year with her since moving from L.A.. Super professional, calm, and uber nice we would not go anywhere else. Sure it is a long way from the East Side but we can make a nice road-trip out of it. She understands the entertainment business and will happily research the non standard I have made a few referrals all of whom have been very happy. Money well spent.

Have worked with Danielle for over 10 years. Knowledgable, professional and economical. I would…read morehighly recommend for small businesses.

I needed an accounting firm that specialized in small business tax returns. I met with Kathryn and…read moreshe was fantastic. She helped me find deductions that I had missed and had my taxes done quickly. I would highly recommend this firm to anyone with a small business or even personal accounting or tax needs. They are professional, friendly, and provide exceptional work.