She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

I went in to discuss some tax questions I had. The ladies were very attentive over the phone and in…read moreperson. They answered all my questions and I left feeling a lot more reassured about my tax situation. Really thankful!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

So I had been working with the owner, Nydia Rios for some trust documents that I want it set up for…read moremy family and she has been super communicative and educational from the start. I would highly recommend her to anyone that is trying to make sure that their families are going to be financially taken care of in the event of a tragic loss!

From the owner: Contractors, Truckers, Realtors, Restaurant Owners, Entrepreneurs!…read more Tax season here! Are you ready? Prive Financial has your back with expert tax strategies and seamless business filing services for 1099 contractors and small business owners. Maximize Your Deductions Meet Filing Deadlines Avoid Costly Penalties Develop an Annual Tax Strategy Don’t leave money on the table! Call us today and get ahead of the game before the tax rush hits. Let’s keep your hard-earned cash where it belongs—in your pocket!

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

Dwain and Poonam are wonderful. They answer all questions within a timely manner and are very…read moreknowledgeable and professional. I highly recommend their services for business and personal taxes. They are also versed regarding the IRS and the laws. I have been using this firm for my real estate business for over 10 years now and love them. Their assistant, Peggy, is also charming and very helpful. You will be in good hands with this group!!

Funny, Efficient, Funny , Personable, easy going and Patient....Great Office . Peggy is the nicest…read more, polite , and sweet. Glad this office is doing our taxes.

Yelpers hope y'all good and taking care of YOURSELF first! YES. It's OK to be SELFish! With that…read morebeing said, make sure ya money right and that's where Jeff Badu Services could assist! CONTEXT: Getting older (every day) and financial security is a priority to me, and I wanted to see where all my bread goes! Y'all know I love food! LOL. I wanted to set some budgets and goals with a trusted advisor. WHAT I GRABBED: Financial Advisory for the year, quarterly minimum with access to Jeff and team for financial planning as needed, discussing/planning short to long-term financial goals. COMMENDS: Jeff is clever af. He was able to drop gems within the first 10 minutes of our conversation based on my situation. I'll speak on one, an investment with my savings that netted me a couple of hundreds within a day. Now results will vary based on what you investing, but gains indeed! RECOMMENDS: Have a discovery call with the team to see if Jeff's team can be of assistance to you and your situation. OVERALL:/VALUE: 5/5 Great value so far. I've only had one session and starting on my plan with optimism. I did have trouble contacting the team at the beginning around holiday time and expressed my concern. Jeff Badu, the CEO, reached out to schedule a follow-up and explained the miscommunication. I'll follow up as the year progresses with updates! WHAT I'M VOUCHING FOR: Solid financial advice based on your situations and a range of other services around tax planning. Until next time Yelpers, LOVE, LIVE, and STACK!

I was referred to Badu Tax Services by another Tax accountant, the initial meeting seemed promising…read moreand some of the employees were very helpful, but when it came to actually getting taxes completed my tax preparation was rushed. Here is why I know that: the email responses I was receiving were usually a 5-7 day late during tax season, they were overwhelmed by the number of customers, my taxes were higher than what I was able to obtain though another CPA. In addition, I requested to be removed from their mailing list back in November 2024 and still receive emails about follow ups and promotions despite me being a customer. This just reminds me about the company that took $2,000 for services that didn't offer the value I paid for.

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.

I was having problems getting my daughter insurance because of her age. Kurt communicated with me…read morefor hours looking for the best price. He got us insurance cheaper than any of the other quotes I was given. His patience was appreciated. I would definitely recommend.

This place is obviously under poor management. I didn't receive my bill at all this month and when…read moreI went to the office (during business hours) to pay it anyway, there was a big flashing "open" sign in the Window and yet, the door was locked. So now my payment will be late because they aren't actually open when they are supposed to be. I saw 3 different people try (and fail) to walk in the door and I'm sure each of them feel the way I do. I'm extremely frustrated with how careless and disorganized this business and location are and I will be taking my business elsewhere as soon as possible.