Used General Ledgers for the first time this last tax season, I had bounced around the last couple…read moreyears after my previous accountant of 10yrs accountant retired. I had also migrated to online Quickbooks in March after 14yrs of using desktop (which I have always managed 100% myself) and had a couple issues I couldn't sort out myself. General Ledgers' website boasts that they offer QB training, setup, cleanup, etc. so I asked and Margie said that after 4/15 (and then a week off to recuperate) she could help me with that, how to pay myself more appropriately so I'm not taxed so heavily and also offered to look at my 2021 return. Everything went smoothly as far as picking up my 2023 taxes, I even got 2022 amended (which is why I'll be fair and give TWO stars...). Paid almost $1700. Waited until 4/24 and tried to drop off my Quickbooks issues and reports. No one there. Tried again 4/25, no one there. 4/26 I put everything in an envelope and dropped it through the mail slot as no one was there. There are no business hours posted on the building, on the door, on the website, and not even on Google. I then waited and waited. I emailed at the end of May asking for an update. No response. I emailed a week later, no response. I finally called, had to leave a voicemail because no one answered, emailed and also sent a message through the website on 6/10 before I got my FIRST response and that email response? "Hope you're doing well, got your voicemail, what questions did you have?" She apparently completely forgot she was going to help me and I'm thinking hadn't even been in office to see what I'd left. I wrote back saying that I dropped off all this stuff, my 2021 return etc. 24hrs later, I got another response - yes we have your documents, we'll be in touch if we need anything further. She also asked if the desktop reports were the most accurate. She asked me nothing else. 7/15 I emailed yet again after hearing nothing for over a month (meanwhile my inventory and COGS is getting further and further out of hand) and Margie finally emailed back. She finally found the time to make a couple of adjustments and wish me a good day. She didn't help fix my inventory problem at all, she told me nothing about how to pay myself, she just zero'd out my inventory assets altogether, QB now shows that I owe more than $39,000 in back sales tax, (and this is only what I've found so far) and when I finally got upset about the lack of communication and basic customer service and continued ISSUES in QB, she accused me of not understanding accounting at all or Quickbooks (and to take some classes as she is not a tutor, although her website says she will come to you for training!) and accused me of trying to get something from her for free. How absolutely insulting. I was a paying customer in April and I was intending to pay for her help with this as well and have NO IDEA where she came up with the idea that I wasn't! I wanted more personalized detail given to my migration issues - exactly why I relied on HER versus calling QB customer service which is actually free! She also told me to come pick up my 2021 return. I tried this morning at nearly 10:00am. No one there.

Margie has been doing my taxes for years. Her expertise as an Enrolled Agent gives me confidence…read morethat she will give me the best outcome for my tax situation every time. I appreciate her valuable knowledge and experience as she guides me through dealing with my finances. Thank you!

As a business owner, taxes can feel overwhelming, but Savannah makes the entire process feel…read moremanageable and strategic instead of stressful. She's incredibly thorough, proactive, and always looking out for my best interest. I never feel rushed or confused, and she takes the time to explain everything in a way that actually makes sense. What I appreciate most is how patient, honest, and genuinely caring she is. I always leave feeling informed, supported, and taken care of. Having someone I trust completely handle both my business and personal taxes gives me so much peace of mind. I truly couldn't recommend her more.

Savannah did a awesome job with my taxes and made the whole experience very easy and got me the…read moremost back possible. Highly recommend!

Joan has been a huge asset to me with running both of my businesses. I cannot tell you how many…read moretimes I have called her with insane questions and she has been very nice about explaining to me what exactly is going on and how to handle it. This is even more true when it comes to taxes. She is very professional and I would recommend her to any business who is looking for an accountant. I could not have realized my dream of owning a business had it not been for help and guidance through the process. She also has been great in directing me to the correct place to go when it is outside of her domain. Thank you Joan! I appreciate you so much!

When I moved from CA to CO, I had to take on the daunting task of replacing my kickbutt business…read moreaccountant and a bookkeeper that was not doing the greatest job. And let me tell you, the search for a new one in Colorado was not a fun process. Most of the firms I reached out to (1) never responded, (2) were fully booked, or (3) were far from professional. Tricia and her team were a breath of fresh air -- responding to my inquiry quickly, jumping on a call with me right away to learn more about my needs and whether they could meet them, and creating a custom proposal based on what kind of assistance I was looking for. I've been working with the team since Jan 2019 and they have been an absolute delight. My bookkeeping is done in a timely manner, books are done correctly (finally!) and my complicated taxes were not as stressful as they could have been thanks to O'Connor & Co. Most importantly, I have a team who has their eye on the big picture and helps me strategize ways to improve finances and save on taxes...something I appreciate as a business owner. As an added bonus, Tricia and her team have actually made the process fun, something I would have never put on my list of must-have criteria. If you're searching for a great team to handle your business' bookkeeping and taxes, look no further. O'Connor & Co will exceed your expectations and provide a breath of fresh air in a rather tired industry that often forgets about customer experience.

I've worked with Tricia since she was in her office space uptown about 10 years ago. Here's what I…read morecan say: 1. She knows her stuff. If you have a tricky tax problem, she can help you. I fancy myself "smart" from time to time, and more than once I've researched Tricia's recommendations to make sure I was getting good advice. I've always been happy. 2. Knowledge does not come cheap. If you're looking for some CPA to do some data entry at tax time (basically, following the prompts from some piece of software like the clowns at the mall kiosks), move along. Tricia is not for you. If you're a small business owner trying to navigate a business entity classification + a marriage + a home sale + some investment tax issues + an interstate move - and do all of this via phone and email while you're traveling on your extended honeymoon - this is who you want. 3. Speaking of the IRS, Tricia is ethical, but she works to minimize your bill. I've never felt uneasy with anything, but I've also never felt like we left money on the table. In years passed, I've done the 'tax kiosk' thing and missed deductions/credits. Never again. 4. She's fun. I enjoy talking to her. She's got great energy, and she's passionate about her job. I admire that, considering I'm about as passionate about tax time as I am about dental surgery. So, there you have it. Happy customer since 2008, and Tricia is the only person I call when I need tax advice/help. NOTE: I see someone else reviewed Tricia and said she was expensive, and here's my counter: Saving a couple hundred bucks doesn't appeal to me when a mistake can cost thousands.

Oana is a master at getting all our complex financing stuff figured out. she does more than just…read moretaxes. she helps with college funding, rental properties, anything one would need. very quick and reliable. very knowledgeable helping a layperson with documentation and compliance

I was referred to Tax on the Fax (Oana Bestea) by someone on the NextDoor app. I needed to get my…read morecurrent taxes filed PLUS I needed to deal with some issues on previous years. The location is on the southwest corner of Colfax and Fairfax. It is in a strip section on the very corner, next to a Barber shop and Eatery. There is parking in back but I preferred to park on the street (in front on Colfax marked as 2 hour limit) or on the Fairfax street. I recommend setting up an appointment with her ahead of time as she has many clients and I am sure is expanding/growing too. Oana is very kind, helpful, direct and professional. She is a wonderful lady whose family migrated from Romania. A place I would love to some day visit. We have met on 2 occasions and spoken/texted on a few others. She was also extremely affordable and went over many details. Oana gave me a few assignments to get things finalized with my taxes as well. She is a wonderful credit to her profession! I am so happy she, and her family, came to the US. She is one of the Best!

Creighton at Tax Connections did a great job with my past 2 years of tax preparation and charged a…read morefair price. He's truly knowledgeable and professional. Any question I had he answered with enthusiasm and specifics. I highly recommend.

They know what they are doing and will maximize your return as much as possible, or go over what…read moreyou owe in detail. I highly recommend you have them do your taxes, you won't regret it

We engaged The Sunderland Group, Inc. (DBA: Buffalo Run Tax and Financial) to do our very simple…read moretaxes for the 2024 year. For years we have done them ourselves on TurboTax, but we expect they might be more complicated next year - so, as a test, we tried Buffalo Run for 2024 on a recommendation from someone. We very much regret that we did that. They emailed us on the afternoon of Friday, April the 11th, saying that they would not be able to get our taxes completed by the deadline on the 15th, and recommended we be sure to just pay to the IRS what we owed for taxes last year. Oh, and don't worry, "we wont charge you for filing the extension". Not even a phone call from them. They get a grade of FAIL from me. Very dissatisfied.

Mark has been my CPA for 4 years now. Every year I get more questions and Mark's team is there to…read morekeep me moving in the right direction. Mark is also an Enrolled Agent with the IRS and while I've never been audited, I would want Mark on my side dealing with these people. I've sent 10 of my clients to Mark and I'm confident they will be treated with professionalism and sound advice. Thanks to Mark I'm always confident about my returns

Terrible experience. Don was condescending and had challenges with articulating how some of my…read moretaxes were calculated. I had to ask for a certain task to be done 4 times and it still wasn't done. Lots of misinformation from the front desk staff. Poor customer service from all parties. Would not recommend to anyone.

I lost my grandmother just before COVID hit, and it has been quite challenging for our family to…read moresettle her affairs as agencies and businesses are operating without adequate staff and support. R & D has been absolutely wonderful. They are responsive, kind, and competent. Don took time out to really explain things to me and help me get the ball rolling. Brenda made sure that everything was organized and collected properly. They were never frustrated or impatient when I had questions or didn't understand something. I highly recommend R &D. This is really the gold standard for customer service.