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CJ Lineage

5.0 (1 review)
Closed • 8:00 am - 6:00 pm

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Services - CJ Lineage

Business filing for current tax year

Individual filing for current tax year

Current year tax preparation and filing

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Debt management

Insurance planning

Investment management

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Tax planning

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Dimov Tax - George Dimov, C.P.A.

Dimov Tax

(110 reviews)

Dimov Tax has done our taxes since we moved to Texas a few years ago. We had to file in California…read moreand Texas the first year and also had a few complicated situations that required help navigating. Their team is responsive, detailed and very helpful. I plan on continuing to use them and would recommend them for your tax needs.

Exceptional marketing, completely failed execution. We paid for CPA-level expertise and received…read moresubpar data entry. We cannot recommend this firm. Their onboarding, SEO, and sales marketing team are exceptional. They know exactly what to say to earn your trust and we were excited to work with them. Unfortunately, the actual service completely fell apart after they took our money. The Process & Financials: We paid a seperate pre-engagement consultation fee, then $1,285 upfront before a single page of work was prepared. After payment cleared, we received a lengthy engagement contract requiring signature. In our experience, an extensive engagement agreement should come before payment, not after. Three unacceptable draft tax returns followed, each containing differant but significant errors. The 1st draft was a disaster and would have cost us thousands in taxes we did not owe. The 2nd was still very wrong and missing key disclosures. The 3rd included inapplicable Texas state filings, and if filed could have caused headaches. We caught the errors ourselves. We never received a tax return we could file with any confidence. By the 3rd draft, we were done. Our taxes were not overly complex but required special attention to detail. The Disappearance: After multiple alarming errors, we had zero trust in the firm's capabilities. We felt it was a real compliance and economic risk for them to prepare our taxes. We sent a formal refund demand directly to George Dimov using the exact email addresses listed on our engagement letter and CC'd ourselves to verify delivery. We also sent it to the team who had prepared our taxes. Following our refund request, the firm went completely silent. No response, no explanation, and no attempt to clarify why we are not entitled to a refund. That is not normal. Fellow Texans: George Dimov holds no individual Texas CPA license confirmed via TSBPA public database (Texas State Board of Public Accountancy). His firm, Dimov Associates LLC's Texas CPA firm license (C11597) expired September 30, 2025 and has not been renewed at the time of this post. Based on our research Dimov Tax, Dimov Partners, DImov Tax Specialists, do not come up in the TSBPA database. Draw your own conclusions. Public Regulatory Records: We later discovered that on April 8, 2026, weeks before we hired this firm, the California Board of Accountancy (CBA) filed a formal accusation against George Dimov and his firm (Case No. AC-2026-10). This is a matter of public record. Had this ongoing regulatory action been known or disclosed to us, we never would have signed on. The case is active and has not concluded yet. Update July 2, 2026: We filed a formal Chase dispute on June 15, 2026 after sending multiple refund demands over several days to multiple people including George Dimov directly. Fifteen days after filing, two people we had never heard from contacted us for the first time - extremely apologetic and offering a free tax return among other things. George was CC'd on these emails using the exact address we had used to contact him before we escalated. They asked us to rescind the chargeback and trust them to refund us outside of the bank process. Chase advised us not to retract the chargeback as we would lose our protections if they did not follow through. We were told George had no idea what was happening. That is concerning in itself. Dimov accepted the chargeback on July 1, 2026. Chase closed the case in our favor on July 2, 2026. We received our $1,285 only because we filed a chargeback. The refund does not include 20+ hours of our time writing long emails correcting their errors, fighting for our money or the stress we endured. That cost remains ours. To the Dimov Response Team: Do not reply claiming we are not in your system, blaming technical issues, or mischaracterizing our situation. We have the signed engagement letter, payment receipts, error-riddled drafts, and every email exchanges to back up everything written here. We tried to handle this privately and amicably before we escalated. You chose silence until a chargeback forced your hand. Our experience mirrors similar patterns openly discussed by other clients on Yelp and other trusted review sources. Draw Your own conclusions and do your own research to protect your hard earned money and valued time.

Five Stone Tax Advisers - RecognizeGood Ethics in Business Awards

Five Stone Tax Advisers

(265 reviews)

I started using Five Stone Tax Advisors to challenge my Austin property taxes (two properties, for…read moremany years) for quite a few years now, after a bruising meeting with the Travis County committee that meets with homeowners, a horrible experience. Most years, Five Stone has been successful in getting the appraised value of my home lowered - sometimes by a lot. I think the fee they charge for this is reasonable, and they seem to be efficient and very easy to deal with. Usually, we exchange only 1 or 2 messages per year. They donate a substantial portion of their profit (about a third) to local charities, and they invite their clients to choose from a list. They're a great business; highlky recommend.

Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

Insogna CPA

Insogna CPA

(44 reviews)

Westlake Hills

Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

CJ Lineage - taxservices - Updated July 2026

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