Jennifer Messal is a good accountant in this firm but I'm giving a one star because I was stuck…read morewith Aubrey Lynch , who is terrible. She is rude, didn't spend enough time on my taxes and I ended up with a real mess. She didn't return calls in a timely manner and I needed a second person to get her botched tax returns

Pay double what other accountants charge? Then this is the company for you. Consider looking…read moreelsewhere for income tax help.

After relocating from Connecticut, we needed to find a new accountant who could not only do our…read morefederal taxes but handle state taxes back in CT. Wright & Associates are completely professional and can put your tax package together without a problem. This is our third year with them and we couldn't be more pleased. My advice is if you are a local or newer resident (like us) you won't find better. Although my financial connections in Connecticut are really minimal at this point, and I look forward to a complete break in a year or two; I feel fortunate I was able to find this group. If you are looking for reliable and dependable and personable then you will be happy with Wright.

Michael and his team, Margret & Ryan are amazing. They prompt, efficient, answer all questions and…read morehelp as much as possible. I've been with them for 5 years now and I continue to be happy. Thank you!

Camela is the real deal, not only was she informative but also able to help with my 1099 business…read moreto obtain a well deserved refund. She is patient and knowledgeable. She came to our home to make it more convenient, as we had all the necessary documents at our fingertips. The price was very reasonable as well, especially when getting a refund back, which I have not gotten in years trying to do my own taxes. Camela will forever be my Tax Professional moving forward. She is smart, funny and great at what she does. Thanks so much Camela!!

Camela was amazing! Came to our home for a consultation, which was very convenient for us. She…read morefinished our taxes the following day and was able to advise us on deductions that we qualified for to get us the best refund possible. We highly recommend her and will refer her to all our friends.

Linda is very professional and friendly. She walks you through every step to make sure you know…read moreexactly what you need and what she has to do to get everything done. I will be having her do all my accounting for me and my husband from now on. She is also very reasonably priced for her services and goes above and beyond to make sure everything is right.

Linda always is fast, professional and insightful. She has been our family's CPA for years. She…read morealways makes us feel important and valuable.

Mimi was great! My mother passed last year, and Mimi explained to us why we didn't have to file…read morefor her when another tax preparer wanted us to pay $750 to do a final return that wasn't needed. We also had some confusing issues with my husband's retirement that she helped us understand. I definitely recommend Mimi - she's honest, professional, and friendly, and I wouldn't hesitate to use her services again.

Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.

My brother and I were referred to KB by our Realtor in Venice and told they were experts in FIRPTA…read moretax laws with the IRS. We were told by KB that they could file an application for my non-US citizen brother that would waive the FIRPTA withholding since we were doing a 1031-exchange for another property and met all the IRS requirements. Therefore, we hired KB and paid them the quoted flat fee. At no time were we told that the IRS could deny this application, nor that my brother could possibly have to pay the FIRPTA withholding a year later. Contrary, we were reassured multiple times that they handle these applications regularly, that we qualified under IRS FIRPTA laws, and that all the money from the sale could be used for the 1031-exchange. A few months after the application was submitted, we received a new invoice from KB for additional costs (over double the original quoted flat fee) stating that it took them longer than expected to complete and file the application. A lot of this additional time spent was actually with the closing agent who kept stating they still need to withhold the FIRPTA and KB stating that they can release it. If KB handles these applications regularly, why was this all new the the closing agent? Anyways, I showed KB the email proof that we were quoted a flat fee and that we were never told that we could be billed more if it took longer. A flat fee is just that, a set fee for a job or project. If it was based on time, then they should have quoted a base fee with a billable hourly rate. I never heard back from KB, so I assumed they accepted the proof and canceled the invoice. A year later, we found out the IRS denied the application KB submitted on our behalf, stating it was incomplete and did not meet their FIRPTA tax laws. My brother has 20 days to come up with a large sum of money to pay the FIRPTA amount due. Even worse, we had to pay KB additional $500 to file the new form with the IRS, a form I found out later was 2 pages and could be filled out in 15 minutes. As you can imagine, we are both furious as KB did not give us all the information and possible outcomes when we hired them. A certified accounting firm that specializes in FIRPTA should have known that this could happen and advised us properly so we were prepared to pay in case the application was denied. Also, the closing company should never have released the funds from escrow, which they only did based on input from KB via email that I was copied on! In conclusion, KB is NOT a company to hire for FIRPTA tax matters and they do not care about their clients in any way. Instead, they argue with their clients and keep changing their side of the story. I have been lied to at least 3 times now as they try to "protect themselves" because they know they did wrong by us. Do NOT hire this firm, they just want to make money off their clients without doing their due diligence, nor do they advise clients properly with ALL the information. This whole situation has left us in financial turmoil and it could have been avoided. I wish I never heard of KB because we would not be in this mess if they had advised us properly. We also would not have paid for their services if we had known that it could all be for nothing. We would have just paid the FIRPTA at the time of the sale and saved on the additional expenses.

Amazing personal service. Took care of my dad's taxes when he was in the hospital and guided him…read morethrough everything like pros. Really glad they were there for him!