Love 1st Source! Tim, Lauren, and Alain just to name a few are the best. Tim the owner always has…read morethe best and most knowledgeable staff.I have been with them for 15 years. Great service, reliable, cost effective, very knowledgeable and always make sure I understand the process. I would highly recommend them.

They are reliable, efficient, and provide excellent tax advice in a cost effective manner to help…read morefile taxes on time!

As a homeowner, my family really I needed mortgage protection, but I wasn't sure where to start…read more Ashley at Pivot Point made the whole process so much easier than I expected. She was patient, answered all of my questions, and explained everything in a way that actually made sense. I never felt rushed or pressured into making a decision, which I really appreciated. Thanks again to Ashley and the team at Pivot Point Financial! I'm thankful for the guidance and would definitely recommend Ashley and Pivot Point to anyone looking for mortgage protection or insurance.

I had a review on google as well, but that appears to be taken down…read more Before choosing Mr. Horrigan for my tax services, I should have read the 1-star reviews and asked myself: Would I be happy if this happened to me? The short answer is no. After my experience, I went back and read those reviews, along with his replies, which, in hindsight, are full of gaslighting--blaming customers, insisting they lied, and using capitalized words for emphasis. I fully expect his response to my review to follow the same pattern. But I'll upload email communications to counter any false claims. I initially reached out to Mr. Horrigan based on the glowing 5-star reviews. Our first call was fine, and he provided a quote--roughly 2.5 times the cost of a DIY tax service. I was okay with this, expecting his expertise to save me money in the long run. On February 11th, he sent a checklist of documents. I submitted everything by the 16th and followed up to confirm they received my files. Silence until February 27th, when he finally acknowledged receipt--11 days for a simple confirmation email. Not great service. Then, another month and a half passed with no updates, despite my repeated inquiries. Finally, on April 13th, Mr. Horrigan emailed me--my tax return was complete, and he wanted a 15-minute meeting to go over it. Everything seemed standard until it came time to pay. He handed me a summary of forms and schedules, and the price was nearly double his original quote--five times the cost of a DIY service. I was stunned. I understand prices can change, but when I take my car for a service and the mechanic run into complications, they call and ask if you want to continue. I was never given that option.This is dishonest business practice at least, a five letter F word at most A realistic quote should have been communicated, given that he knew I had children and would need to file Schedule 8812, which apparently qualifies as an "extra form" with additional fees. To add insult to injury, I later ran a DIY proof-of-concept return, which took only 45 minutes. Not only did I overpay for his services--I paid more in taxes. I WOULD NOT RECOMMEND MR. HORRIGAN TO NEW CLIENTS DUE TO HIS INCOMPETENCE AND IMPROPER BUSINESS PRACTICES. I ALSO ENCOURAGE CURRENT CLIENTS TO REEVALUATE THEIR CHOICE FOR TAX SERVICES. *update #1, based on his unprofessional reply* So much to unpack from this unprofessional response. Firstly, restaurants have the courtesy and foresight to price each individual item and show their customers in a form of a menu what they will be paying so there are no surprises... unlike your practice. (Try another analogy, because the restaurant one didn't quite hit home) As you can see from the photos I have uploaded, I have nothing to hide. There were no follow-up emails explaining the additional work that would be needed. I would also like to know when we previously met "in-person" other than the 15 minutes to go over my taxes (Which he also states, therefore contradicting the multiple in-person meetings). I would encourage Mr. Horrigan to upload the email evidence where he states additional work is needed from the base rate. What's astonishing is that Mr. Horrigan talks to each of my points, EXCEPT the one we hired him for, to help us with our taxes. Mr. Horrigan I ask you, a CPA and published author of two books, How is it that by using an online tax service, where I imported all my tax forms without any modifications was able to have a lower tax bill ? Please do not make the same mistake I did, read DJ's 1 star review on google if you want a similar story

We have been very disappointed with our experience with George Horrigan last year when completing…read moreour 2024 tax return and we would not recommend him to anyone. I know this is a long review, but I want to provide all the facts. In 2024 my family went through a lot of significant life changes: bought and sold a house, sold stock to help fund the downpayment of the new house, moved to a new state, went through a, had a new baby, etc. We have always used TurboTax for filing our tax returns. We assumed some of these life changes would impact our tax return and we weren't sure if TurboTax was handling everything correctly. Since we are not accountants and don't have any experience with accounting or tax law, we opted to hire a professional to handle everything for us and let us know how much we needed to pay in taxes for the year. In March 2025 George confirmed he'd be able to help us and would have our return completed by the April 15th deadline. April 13th he let us know our return was not complete and the deadline was May 1st (due to Hurricane Helene) but he would be filing for an extension to give himself more time. We had never filed for an extension before, but let him do so. He did not deliver our tax return and calc of our outstanding tax balance until May 21st. His cover letter on our return stated that we needed to make our check "payable to the United States Treasury and mail our Form 1040-V payment voucher on or before October 15th, 2025". We then made our payment in July, before the October 15th date as he instructed. In November we received notices from the IRS that we owed taxes and were being sent to collections. It took us several weeks to get in touch with George, and in the meantime we immediately paid the outstanding balance. We discovered that filing an extension is just for the paperwork portion of your tax return, and it doesn't delay when your payment is due. We had no idea this was the case and it directly contradicts what his cover letter had told us to do. Because we had not made our payment by May 1st, we accrued an additional ~$2,200 of penalties. Upon meeting with George, we pointed to his cover letter and explained that we did exactly as it instructed and made our payment before October 15th. He claims he told us the extension wasn't an extension of payment. We do not recall this and there is no documentation of it. If he had said this, we would have asked him how much we were writing the check for. His cover letter on our completed return specifically instructed us to make our payment by October 15th. He has taken no responsibility. He claims we are his only clients to have ever had this happen, and said that the cover letter is auto-generated by his software and so it wasn't his fault. If he had actually done what he had originally agreed to and completed our return by April 15th, none of this would have ever happened. An extension wouldn't have been needed, and these additional penalties never would have been incurred. I know that George will post a response to this review and try to discredit us. He has alluded to the fact that he thinks we're financially irresponsible, which is not true at all, and not how you should treat your clients. I don't think he should be shaming clients for not knowing tax laws, that's why we hired a professional. A few years back our financial advisor at the time told us to make a tax pre-payment to account for some stock we sold, and we did. George keeps referencing back to that tax return, saying that we should have known that we needed to do that again. We have told him several times that we accept full responsibility for not doing a pre-payment in 2024 and we paid that penalty without question. We requested reimbursement from him for the penalties and interest that were incurred between May 1st and July, which is when we made our final payment. We did not request any compensation related to the pre-payment penalty. We paid it and our outstanding balance within the timeframe (by October 15th) he provided to us. We now have learned this costly lesson and won't do business with him again. We wish we just used TurboTax and everything would have been submitted and paid by April 15th as we originally planned.

I contacted Forbes Accounting & Consulting in March to receive assistance filing my business and…read morepersonal tax returns for 2019 since we were running behind on doing them ourselves. I had a free consultation with the CPA Jeri to discuss our business needs. Boy am I glad that I was able to speak to her!!!! She provided a wealth of info that my husband and I were able to act upon immediately in our businesses. She also made us aware of some business practices that we were making mistakes in that might require us to amend some tax returns. She included a review of the returns that I previously filed for us in the process of doing the 2019 tax prep. Jeri saved us SO much money!! She found errors in our 2016 & 2017 returns that resulted in us getting back thousands in tax refunds. I thought it was too late to amend 2016, but she got the amended return filed before the July deadline. She's currently amending our 2018 return while our 2019 return is on extension until October. She has been patient with us pulling our records and submitting them to her. Working with her virtually has not been a problem at all. It has actually been such a help since I often work on the list she provided us well into the night. She is very responsive via email and sends us updated lists of things we need to get to her or questions that she needs answered that we've been able to work on as we get time. Having the kids home from school while we both work from home has left little time to ourselves to handle the administration functions for the businesses, but Forbes Accounting & Consulting has been great for how we need to work right now. I look forward to working more with this great company in the future and learning so much more about improving efficiencies in the way we run our businesses. Thank you!

I met Jeri Forbes during an evening event at the Commerce Club for new members several months ago…read more Ms. Forbes seemed at that time to be professional and I was impressed with her breadth of knowledge in reference to tax laws. I have always been committed to supporting black-owned and operated businesses, and I contacted her in January of 2017 to inform her that I'd like for her accounting firm to handle my tax preparation for the 2016 year. She immediately sent me a bill for payment and a link to a BOX account with documents for me to complete in order for her to do her work. There was no statement of welcome or thanking me for choosing her company. I advised her that I had not yet received documents in the mail and would pay her fee and complete all documentation as soon as I received all of the necessary tax documents. She thereafter responded in a way that somewhat took me aback, indicating that I "was not a client until payment was remitted" and the I needed to remit payment to ensure that "all appropriate deadlines are met" or something to that degree. I, in essence, ignored the seeming brashness of the e-mail message and agreed to meet her requests in order for her to perform her services. What came after that and after I completed all of her forms, performed necessary corrections she recommended, remitted payment, and provided all documentation that she requested was nothing short of a substantive lack in professional decorum and a string of angry, tactless e-mail messaging to which I took significant umbrage. This extended over several months. Her e-mail messages all appeared to be essays that contained flippant and condescending terms and, at times, seems to be overly angry in tone. I asked her if she could please cut down on the length of the messages to ensure that I did not miss anything she requested of me. There were an abundance of statements lifted from previous messages with quotation marks and words in ALL CAPS, which in e-mail decorum delineates shouting. I attended a couple of networking events with her at Commerce Club and even in those events she was quite unprofessional and seemed to lack the tact of having a mind/mouth filter, simply stating any and everything that came to mind without recognizing the nature of the professional environment. All of these was quite eyebrow-raising. I happened to look for reviews on her here on YELP and other places, and found it quite odd that a woman who claims to have been in accounting practice for 20 years or so and purported to be "Atlanta's Number One Entertainment Accounting Firm" had absolutely no reviews anywhere. I also found it quite odd that the proclaimed CEO of an accounting agency was doing all of the corresponding with me and not one of her employed associates (if any exist). These were several reds flags. Well into my relationship with her as her client, I also learned that her reputation for being very aggressive, brash, and unprofessional with a variety of business professionals in the Atlanta Metropolitan area is known and many just do not prefer to work with her in light of that. I have been nothing but kind and accommodating to her from our initial meeting but felt the need after a series of of disparaging and unprofessional messages she sent to me to inform her that she was unprofessional and that she needed to remember that I was the paying client and she was not, and any message sent to me with negative wording with the intent to disparage would not be attended to. I have attached her response to me for any potential future clients to read to see the nature of this woman and her lack of professionalism in how she corresponds with clients. I honestly have never, ever worked with anyone so blatantly unprofessional to the point where I as a client felt that I was paying to be treated this way, which is never acceptable by any means. Her e-mail signature has the tenacity, really, to note that she would appreciate being referred to family members and friends. I would think not. For these reasons, I highly recommended against using Ms. Forbes' accounting or financial planning services until such time she understands that not only does being a professional require the knowledge and training in one's field of expertise, but the demeanor of professionalism is required as well. This she severely lacks. Aptitude without attitude is not an ideal combination conducive to business success, and I'm quite confident this experience is one from which she would learn. One must have both.