I was given 's information from a friend. I've been with the same accountant for 30 years and…read morefigured I would just see if someone else could save me a little bit more money on taxes. My first conversation with he said he would look at my old returns for free and give me an idea of where we might be. We then discussed some things that would save me a lot on that discussed with my old accountant. Nice, kind, and professional.

Not only is Jason Knickerbocker efficient at what he does, he is also personable. When you visit…read morehis office, he will have the paperwork ready. While you're there, he double checks his figures. A great practice. His fee is reasonable. We have been using his services for several years now. We would highly recommend him to anyone looking for tax services. Small parking lot on site.

We have been with Kristena for several years. She is highly knowledgeable, understanding, and has…read morebeen a godsend for us. Because of her, we have received a refund for work a past tax preparer had incorrectly done. We have recommended her to friends. A wonderful find!

She was fantastic, Great CPA handling my taxes for 9 years and then getting a letter recently for…read morecanceling our partnership as a client. I understand growth, tough decisions need to be made but at least break up with a personal call, especially when you were well compensated all these years.

I have been working with Jonathan a few years but finally hired him full time last year and that…read morewas the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++

Choose literally anyone else…read more I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really?

Really excellent service and work product. Enjoyed my experience and will definitely reach out…read moreagain. Location is a little hectic, but don't let that stop you. The services are fantastic.

I have used Tom for the past two years and I highly recommend him if you are looking for a new CPA…read more The first time I went in for a consultation to meet him and go over exactly what I was needing and expecting from him for my taxes for that year. It was good to meet somebody in person and it did not take too long either. I really love the way that they handle business, they provide a checklist on what exactly you will need to provide as well as they have a secure online portal where you are able to upload all of your documents therefore you do not have to go in in order to drop off any information that is needed to do your taxes. This makes it very convenient as you just scan everything in and upload it if they need anything else they will let you know. He is very on top of things and they provide a full breakdown on what they did with a copy of your tax return. They have fair pricing and I look forward to confirming to do business with him.

I have used Fox Peterson for several years and have been happy with them. In Tax year 2024 I…read moreprovided a marked up form 8938 and they created that form and filed it with the rest of my Tax Return and charged me $50. No complaints! This year a provided them with a completed 8938 and asked them to file that with my tax return. My invoice added $50 for the privilege. Upon querying this and requesting a refund Rachel Hutzler told me they could not file the completed 8938 as requested, they used mine to create another verify it against the one I had provided and filed it. They did not follow my instructions and did not advise me of such just went head saying they were following their own policies. After going backwards and forwards several times Rachel Hutzler has refused to refund my $50 and there was no indication that she forwarded my request to be considered by a higher authority within the company. I pointed out that if they told me they would not be following my instructions and were going to charge me $50 I would have filed it myself

Rick has been helping me file my taxes for my small business and he's extremely responsive. We're…read moreon the same team, working together to uncover tax savings where we can.

Shelly Raab is excellent. She is thorough and conscientious. I highly recommend Eagle Eye Tax and…read moreaccounting.

I met with Barbara. She listened. She understood and she offered great advise. I've come to…read moretrust her ...and although I won't be doing business with them right now, I certainly will in the future. Thanks for your time. You are a great asset to your company and have earned a future client.

Don't come here if you want your taxes done quickly! This company has had my tax documents for over…read morea month and still haven't been completed. When I call they hang up on me .

I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!