I needed help with a tax issue and Bill was open, informative and honest with his help…read more I now use his service to prepare my taxes each year. I love that they are close to my house and they have a beautiful golden retriever in the office. I highly recommend them!

Very professional CPA. Everyone that works there is very kind and helpful!! I get my business and…read morepersonal taxes done there. Been going to William for many years and will continue for many many more!!

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.

Year after year a wonderful accountant. Although he has a wide range of services, we use him for…read morepersonal taxes. Great work, clean and communication is great. Last year he sped things up for me to assist us on a new home purchase. I love these people!!!!

More stars are needed.I was introduced to Dave Serfass over 20 years ago. He is honest,caring ,and…read morealways made me feel comfortable dealing with investment and tax issues He will take his time with you and when you are in his office you are the most important person he is working with at that tine. He treats ALL with kindness and respect Sincerely, E Gail Duddy

I've used Serfass & Serfass for over 15 years and I wouldn't go anywhere else. I have complete…read morefaith in their services, guidance and support. Dee is amazing!

This financial ship is run by Dave Stortz. Be ready for an intense discussion of your finances…read moreconducted by this captain. His knowledge and current information of the financial world of investments will give you a comfortable cabin for your money. No pressure, no frills, but all of the facts! From entering the front door, the atmosphere is warm and inviting, with pleasant and welcoming staff. This is a complete ship of services, from Estate and WIll Planning, to insurance, to financial investments and tax filing. Enjoy the cruise.

From the owner: Stortz & Associates, Certified Public Accountants and Business Consultants. We service a diverse…read moregroup of individual and business clients in order to serve their individual desires. It's more than just the numbers - it's about you and your dreams. Understanding what you want for yourself, your family and your business is crucial in creating pathways to achieve your goals. We provide the financial guidance, experience, knowledge and passion to make this a reality. Services include: Business Tax Services Business Advisory Services Individual Tax Services Sales and Use Tax Services Accounting Services Bilingual (Spanish) Services

Love her work ethic she a wonderful person great energy very understanding very professional if…read moreever doing anything with her be prepared to have your mind blown

TERRIBLE EXPERIENCE and TOTALLY unprofessional-- I texted her on April 15 to check in if my tax was…read morealready filed and got no response. Tried calling multiple times but she didn't pick up and only got back to me on April 17th to let me know one of the refunds didn't work. I patiently texted her and asked about further needs to get the refund. Then she simply said she has a busy schedule and had to work around that when it was already past the tax day. She then called me and shouted at me for saying she was unprofessional and then called me a bitch aggressively on the phone after saying that she would just give me a refund because I've been "pissing her off". I have never written any bad reviews for any services or restaurants but please avoid her because I don't want anyone else to go through this anxious & traumatic experience.

I have been getting my taxes filed & receiving accounting advice from Mr. Cagle for the past 4…read moreyears now. He is such a personable, knowledgable man. It's a stress free tax season when you enter his office. Highly recommend his services. He also does a great deal of accounting, book keeping & taxes for small business and much more. This is a small office, very homie feeling & the staff is super sweet. It's definitely the place to go if you want your #s straightened out without having to stress yourself out. Mr. Cagle has many years of experience and is very well known in the area. I don't know what I would do without him come every start of the year. Sandy always schedules me in without any problems. Sweetest people in the accounting world. Highly recommend them for business or personal.

They have be my accounting firm for year and do a great job and understand everything I ask them…read more I recommend them to many people hard to find people you can trust keep up with the great work

Bill is by far the most thorough and honest accountant we have ever used. Since the first year he…read morehandled our personal and small business returns (over 10+ years ago), we have never used another accounting firm. Quality work, personal attention and quick responses are all part of how he does business. Also, the friendly, competent office staff are never too busy to assist when I have had questions. Highly recommend!

I've worked with Kris for about 7 years now and I couldn't be more comfortable with someone…read morehandling our family finances. He's personable, professional, and always works hard to do the best he can for his clients. I've referred a couple people to him and all have been happy with their services.

I had a terrible experience resulting in thousands of dollars having to be paid to the IRS due to…read moreshoddy tax preparation. Although I indicated on their checklist that I received a pension, for two years they completely missed reporting it. When I was notified by the IRS, they refused to take any responsibility. You need to hire another tax accountant to check their sloppy tax preparations.