Very efficient. She helped me get things straightened out. I'd highly recommend Joanne.read more

I called and made a appointment to file my taxes with Joann,she seemed professional until I was 5…read moremin late to our follow up appointment where she got a little personal over the phone and stated how she I obviously didn't respect her time and that she drove far to meet me,mind you I live 10 min away and I was only 5 min late,she said she had a 2pm appointment so I'm not sure how I wasted her time by her driving down when it was only 105pm and she had a 2pm anyway. She then hung up on me but befor she hung up she said well call me back when you make up your mind while I was mid sentence explained how I did respect her time and I made a mistake and was having a bad morning. I came and waited for her 2pm to be over but she left I guess early. I received a email from her stating she's fully booked till oct 15th which is he cut off date to file taxes for 2018 if you filed a extension today is oct 7th so she totally is trying to ruin my life because I was late to a appointment. Super unprofessional you don't treat your customers bad because they are late.

Most businesses, when getting a negative review, attempt to remedy the situation. Note that Bess…read moreKane just criticizes and insults the reviewer. That's the kind of "professional" she is. Like others here, I received an unexpected invoice when I hadn't even hired her yet. When I called to ask about whether she would be a good fit for me, she asked for my past tax return so she could determine if we were a good fit. She then sent me an invoice for $400 for "reviewing my tax return".

Bess dropped me two days before my business taxes were due because she didn't understand the way I…read moregave her all of my (very simple personal and LLC) paperwork. I had to scramble to find a new accountant, who miraculously with the same exact paperwork, finished in two hours. This accountant never explained how she wants the paperwork in the first place, so I spent hours guessing until the point when she decided it was best for me to use someone else who understands 'my methods'. Unless you want to give this accountant everything all buttoned up and practically complete for her to send, you may want to consider other options. Don't expect guidance or help, or for her to do any work digitally with Excel. It's all pen and paper then scanned.

Deborah Marion is extremely knowledgeable, helpful, supportive and she responds VERY quickly…read morewhenever I have contacted her with exactly the information I needed. Highly recommended!

Deb Marion has been my CPA for over 10 years. As a real estate investor, I own rental property in…read moreand out of California. Deb is quite knowledgeable in accounting and tax guidelines and procedures. She helped me structure many real estate exchanges some across state lines. She is detail-oriented, has an amazing memory for tax events and details of tax returns from years ago that I even forgot about my own tax returns. She's prompt, gently reminds me of some tax deadlines and she is there for me to meet certain deadlines or file records in a timely fashion. I highly recommend Deb Marion as your next CPA/accountant.

I have been a client since 2011. Unfortunately her rates have gone way up and I have had problems…read morewith her subordinates (twice) not being able to read financial statements and had me come into the office (two times) only to show them the information (cost basis) was right under their noses. My taxes were delayed because they could not figure out the new consolidated tax form from one of my financial institutions. You now have to make an appointment to finalize your taxes. Leyla no longer calls you to finalize your taxes. She still provided better services than Storek, Carlson & Strutz CPA as I hear they now charge $500 for similar services. After receiving her itemized price sheet I am looking for another CPA that will take better care of me that is worth the price. The last time I was in her office both Leyla and her staff treated me like a bunch of Meerkats!

For the first few years, she was outstanding, but sadly, her fees skyrockeded to an unusual level…read morethe last few years we used her. We had to move on to another accountant when we realized how much we were being grossly overcharged in comparison to other accountants of her experience level and higher. She has a lovely, bubbly personality, and was a lot fun to be around, but when you receive a bill for several thousand dollars for a service that is typically 1/3 other similarly experienced accountants charge, you know something is seriously not right. The last time we used her, we were grieved to see another disturbingly high bill. We spoke with a couple who requires similar services of their accountant and they were appalled by the fees she had charged us. We also shared the same information with a couple other accountants and they were equally shocked. Thankfully, we found another accountant that is a lot more experienced, easier to work with due to his ability to work remotely, and has been literally 1/4 of the fee Leyla had charged us for the last 2 -3 years we used her. Our taxes have also been more complicated over the past couple of years and he still is on average at least 1/4 of the fee that Leyla charged us the last couple years we used her. What is the most disturbing part of this, is during the last few years we worked with Leyla, we were really struggling financially. We felt we were grossly being taken advantage of in spite of our circumstances. Based on our great experiences with her in the beginning, we felt we needed to double check with other friends and accountants regarding our bills before searching for a new accountant. We are very grateful we trusted our instincts, double checked with others and moved on. If you do choose to work with her, make sure you get the fee quoted up front before having her move on with the work.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

I can't say enough good things about Heather and everyone at Blake and Associates. I am not one to…read morewrite on Yelp or give any reviews for any businesses for that matter but when I read CW's review, I had to set the record straight. I am a small business owner and have been working with Blake and Associates for many years now. They have always been very professional, efficient and honestly they are just good people that I feel not only do my taxes but also support my business. I have NEVER had difficulty getting questions answered and if anything, they are the one's keeping me on point, sending me friendly reminders and always being available for me. Needless to say, I would highly recommend Blake and Associates for all your tax needs. There's a reason why they are having new clients reach out after this tax season. It is because they are in such high demand and are busy working hard for clients just like me. I couldn't be happier with their service. Austin

I called Heather Blake CPA today after seeing a reference on NextDoor. The person answering phones…read morewas extremely curt, putting it nicely . I asked if they were taking new clients to do taxes, and she said: "Not THIS late in the season." with a definite tone that I should already know that. I then asked if they do consultations if someone has a tax question, and she said: "ONLY for our clients." I then asked if they did Trust Accounting and she said: "Yes, call back after May 1". So that was my phone experience. I have always done my own taxes and was looking for someone to do my mother's taxes, so I'm not an expert on tax services - she could have explained a couple of things to me and offered to take my number for someone to call me later in the year. That would have left a much better impression. I did not expect to get such rude treatment, and definitely won't be calling back after May 1, or any other time.

We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.