I met with Chuck and I would agree with the other reviewer that he is a bit condescending​ as if I…read morewasn't well prepared enough for him with my spreadsheets​, last years returns, notes, 1099 forms, deductions organized in a spreadsheet​, etc. He seemed very disinterested in helping me with my taxes which prompted me to, at the end of our meeting, ask "is this something that you're comfortable with taking on" to which he replied (very aloof) "yeah but not until May". There were a lot of mannerisms​ like, scratching his head in frustration​ and dropping his hands on the table as if to say, this is ridiculous​. I felt as though I was wasting his time when I drove to his office and am more than prepared to pay his $300 per hour rate. Eventually​, while trying to set up​ a time/date in May he told me that he has changed his mind and no longer wants to work with me. I believe it to be because​ I corrected him on the dates that he sent me to schedule from. He had sent me an email saying that he is available May the 10th, Friday but, May the 10th is a Thursday. So, I simply wanted to be clear on which date to schedule. I am sure that he didn't like being "corrected" even though I was nothing but courteous​ with him the entire time. Most of my emails began with, "thank you again for taking the time to meet with me" and ended with "I appreciate​ your assistance​" etc. Basically, things he should be saying to me as the client (not vice-versa​). Instead, he was short and uninterested in his responses and in our meeting. I felt uncomfortable and judged as if I was some kid that didn't know what I was doing and it was up to him whether​ he wanted​ to waste his time with me or not. In the end, I guess he chose to not. I'll be more than fine, I'm actually​ very well versed in business income, deductions, tax forms, spreadsheets​, etc. I really don't need to be made to feel that way especially​, when I am educated​. I'm not at all surprised that he declined to help me with my sole proprietorship​ taxes given his demeanor during our meeting and via email. He must make more than enough money than to deal with someone who can easily pay his asking rate and has all of his documents organized and available.

AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to…read moreopen an investment account for just me. The first meeting, I was alone and the next meeting I was accompanied by my husband. After that McGrath took it upon himself to add my husband to the account...Why?...Because the "little lady" could not possibly have this account on her own. Here's what, because of my husband's residency status at the time, legally he could not be on the account. I had to put together a legal opinion letter for McGrath. Also, his own company told him my husband could not be added. In addition to not being very knowledgeable about certain things, the documentation he requires has not been required of me by any other financial advisor, in my life. He wanted to see tax returns (I never provided because I didn't go to him for CPA services); he wanted a copy of my driver's license AND a copy of my business card. Really?? Can you say "potential identity theft landmine!" I can't help but wonder if he was either being nosy or suspect (like he couldn't believe that I did what I did for a living). I often wondered if he treated ALL his clients like that.

Its very hard to get in touch with him, he has my return and I need it to pay my taxes…read more Frustrating Yea I finally got in touch with him.

Very Professional and was able to answer all of our questions. Rich is the only Tax Preparer we…read morewill ever use!

We've worked with Blake and Scottsdale CPAs for several years and have always had a great…read moreexperience. Blake is incredibly communicative and consistently available whenever questions come up throughout the year. I highly recommend Blake and Scottsdale CPAs. They make tax season feel straightforward and keep everything beyond that easy to navigate.

Blake Koolick and his team are easy to work with, communicate efficiently, and had our moderately…read morecomplicated tax situation handled quickly. Highly recommended, especially if you prefer all-digital communications (as we did).

I've been coming here for about 8 years now and never have I been dissatisfied. J.D has always…read moretaken great care of my tax return under the full extent of the law. Great price, and always on top of the law. Very satisfied with the level of professionalism and knowledge provided by JD. If you're looking for a top tier tax CPA, look no further than JD Jones.

Great Experience…read more Working with JD is great for people with a hectic schedule, as JD is very accommodating. I found him to be extremely knowledgeable and reasonably priced. Additionally, JD said I could give him a call with any tax questions that I encounter. As someone who usually runs into an issue or two per year, its nice knowing that I can save myself some money with a phone call to JD. Thanks, JD.

Nate agreed to meet me at moms apartment to go over her overdue taxes. He was on time, friendly,…read morevery knowledgeable and so quick. That task which caused her so much anxiety was expertly taken care of within little more than an hour. What a celebration of accomplishment we had after he left!

Ted is fantastic! He is well versed in tax laws including rental properties. Very quick to…read morerespond to my questions and needs.

Highly recommend! Ted was able to help us navigate some tricky waters for our annual income tax…read morefilings. We had moved from out of state mid-year, sold 2 properties (1 and investment property), bought a house, had income from multiple jobs in multiple states including self-employment income, among a few other items. Because of Ted's in-depth knowledge and attention to detail we came out much better than we thought we would. We will be coming back next year for sure!

Randy Elder has been doing my taxes for eight years and he is fantastic, simply everything you'd…read morewant in a tax professional. He is on time, accurate, pleasant to communicate with, honest and has total discretion with the handling of personal information. And SMART!!! There are lots of businesses we all deal with every day where it doesn't really matter much the level of professionalism and integrity, but your taxes is not one of them! When you're handing over sensitive personal financial information you want the best, and you can't go wrong with Randy. And his rates are very reasonable!

Our company has been using this firm since 2019 for our business taxes. I think they have…read moreexperienced some growth since then and have forgotten the clients that helped make them what they are today. They no longer return phone calls or emails which makes running a business even more challenging. They provide dates to submit your return info online then extend you anyways despite meeting those deadlines and expect you to pay for the extensions even though you did your part correctly. They've missed some significant deductions the past few years and are generally not very thorough. There is a serious lack of professionalism and duty to their clients. I recommend utilizing another firm that is more engaged with their clients.

Shayne and team do a wonderful job on our taxes. Happy repeat customer and highly recommended.read more