Was referred to this company by a friend and have used them for 2 years. I am a business owner…read moremyself, but I pride myself on communicating with my clients and providing them timely responses. Everything was well my first year for the most part, but this year I did not receive my refund as estimated. This isn't the end of the world, but my refund was over $1500 less than anticipated so I wanted to understand what occurred. The state is asking for additional details to release funds, and I have been trying to get in contact with Mychaela via email, text and phone call (leaving voicemails as well) for guidance. It has been weeks since reaching out to her, and I was promised a response within 48 hours (after being acknowledged one time). I am still waiting on it despite my constant efforts to follow up since. If I would have known I would be on my own after paying her, I wouldn't have used this company.

Honestly, what I love most about PTFS is that Mychaela and her team care. After 15 years, I still…read morefeel like a valued client! Mychaela knows her stuff, is super accurate, and her team's customer support is the best. I appreciate that she explains everything to me so that I understand what's going on, and she always makes sure I get the best refund possible. I've seen a few not-so-great reviews floating around, but my experience has been amazing every single year, and everyone I've referred has only said great things about their experiences. If you want a tax advisor who cares about you and your money, you can't go wrong with PTFS.

There are not enough words to sincerely thank you for your assistance for Tax year 2025. It was a…read moretrying year for us and so appreciate your handling our taxes again as it was a little overwhelming. Your professionalism, patience, care and guidance were much appreciated and I think I can now breathe again.

Yates & CO CPAs in Woodstock, Ga have been a huge part of my family's life. We have entrusted Elisa…read moreGilner for years to navigate us through so many financial decisions. She is personable, professional and truly like family. Her knowledge and experience is priceless when it comes to any financial matter you may face. She goes above and beyond to meet clients outside of the traditional 9-5 work schedule. Elisa, answers you on the weekend, relieving any stress you may have. She is truly an angel on Earth. If you want someone who truly cares about you and your family, choose this firm every time! A FIVE STAR all the way!

Worked with them for 6 years. Always poor communication and follow-up. Three of those years I found…read moremistakes and had to advise them to make changes. Sloppy filing of S-Corp and Personal returns. Finally had enough and changed to another firm. They ignored my request to give my new provider the Log In and Pin for EFTPS. Very unprofessional. Stay away from doing business with these folks. Bruce S.

I hope this review comes to the attention of both current and prospective clients of this firm. I…read morebecame a customer of good ole Steve here because my old and trusted accountant retired and I guess sold her business clientele to him. My previous accountant being someone I trusted, I figured I was in good hands. I wasn't. Taxes are like my kryptonite and I didn't do the legwork and compare new accountants to him and he proceeded to charge me his "flat rate" or however he refers to it as for my S-Corp and I am a VERY small business and I paid his $425 rate and didn't think twice. The last year I used his "services", I noticed that after I turned my information over to his company, I was surprised how fast it was turned back over to me. And just as fast came his $425 fee. I finally caught on and used another accountant last year- and he had to learn about my business and do some legwork and charged me $150 for the EXACT SAME SERVICE. This new accountant is every bit as capable as SW&A. So basically SW&A will make sure you don't spend too much on taxes but will let you overspend plenty on him. By the way- I am SURE if my company's taxes were overly complicated and he actually had to put in the extra work, that he would have honored his "flat rate". I cannot state this firmly enough (my opinion here)- if you are in his clutches or are about to be, make 100% sure that you know exactly what you are paying for and compare it to other firms for the same service- Steve ain't better than almost any of them and you won't wind up spending an extra $1000 or so like I did. On a final note, Steve and I were going back and forth and he threatened to turn me over to an attorney- one of his favorite words- if I didn't pay by the 30th (tomorrow). The link he gave me wasn't working so I asked him to send me another one. He said basically F-you, send it fedex or I will see you in court. It has been quite a while since I have dealt with a sleazy creature such as this.

I have been in business since 1992 and switched to SBS this year. I am very pleased with their…read moreattention to detail and especially their communication with me. They have had a lot to do getting my now 2 businesses in order and they have not disappointed. I am in Blue Ridge Ga and highly recommend this company.

I hired SBS to do simple bookkeeping for one of businesses. The reports have been late and…read moreincorrect. I have hired a new CPA firm which revealed a LOT of costly mistakes made by SBS. I personally asked Jonathan Bill to review the reports before submitting them to me. He claimed he reviewed everything but I was informed by my new CPA firm that the financials have a lot of costly errors. SBS does not have a CPA on staff so know one reviews the reports. The mistakes to my bookkeeping is costing me thousands of dollars to correct. Jonathan Bill claims he is a certified bookkeeper but in reality you truly need a Reputable CPA firm to complete your financials. I have learned the hard way that trying to save money and using a very small company like SBS only cost you twice as much in the long run when they make mistakes. If your looking for bookkeeping do not use SBS! Seek a creditable CPA firm that will review your financials on a monthly basis.

We have used Abundant in the past, and they have been phenomenal! They were professional,…read moreknowledgeable, efficient, courteous, and extremely client oriented. The office has closed, but it appears that it is now running as a work-from-home with the same phone number. We remain happy clients.

I've gone through multiple agencies over the past few years and this is the first place that I had…read morezero problems with! They weren't expensive and last year I received my return fairly quickly with no problems. I'm most definitely going to be a returning customer and I have even suggested that all of my friends go. Five Stars are well deserved for this well established place of business !!!

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!

We've been going to John for about twenty years now. Yes, it's a long wait to see him. Yes, you…read morewill spend hours in his waiting room. Yes, they always seem to run behind on their appointments. But, as his longtime customers know, he's worth the wait.

I still think that John is competent, and I adore the eccentric people in his office. However, as…read moreword of his great tax preparation services has traveled, he's become significantly busier during tax season. We were accustomed to waiting an hour or two past our appointment time, but it has increased to six hours or more in recent years. The final straw was when my husband waited until 2am to finally be seen. Additionally, the office is packed with people having their taxes prepared, and there aren't privacy screens on the preparers' computers or really privacy in general. You are maybe two feet away from a stranger who's simultaneously having their taxes done. Social security numbers, income and other personal details are in full view of surrounding people, as well as the conversations about these intimate details. We have since moved on from having our taxes prepared by his office. We truly miss John and his wisdom, but he has let greed dictate his business decisions.

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 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