The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

I don't have enough good things to say about Holly and the team at Frenzel Consulting. They did our…read more2019 taxes, and were available for numerous unrelated questions regarding taxes, unemployment, etc. for months following the completion of their services. We will be back next year and recommend them to anyone in need of their services.

Business was shabbily run. CPA was very difficult to contact, her staff seemed disorganized and…read moreuninformed, and my family had to take an extension on taxes for first time. There were unexpected circumstances that slowed CPA down, and she did apologize for the problems.

Deborah is very professional, knowledgeable, makes you feel at ease, and is a great…read moreconversationalist. I plan to continue to use her services each tax season because I was extremely comfortable with her preparing my tax return. Deborah has the experience in her position to make the customer feel comfortable during the tax preparation. She also asks excellent questions for clarity of the forms presented to her. I will request her for my future visits at Legacy Tax Advisors locations.

Julie Self has taken care of both our Company and personal taxes for years. Very qualified and…read moreresponsive . We have known her for 40+ years and highly recommend her for your future needs.

Julie is amazing. She is helpful and always available for information. She is top notch and her…read moreprices are very fair. Easy to find and wonderful receptionist, can't say enough good things! She knows her stuff

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

Have used Gayle and M&M Associates for many years! Always a great experience - she answers our…read morequestions without any hestitation and in wording that we understand. Stays on top of tax changes year after year and lets us know if anything needs to change from a tax view point in our business and personal finances. Use with confidence!

Great company that takes care of their clients. Have helped my parents for years with their taxes.read more

I have always done my own taxes but this year had to file a deceased aunt's trust return and final…read morepersonal return. I decided to use a profession to avoid mistakes. Tatsiana Bender was referred to us by my wife's former boss who is also a CPA. I cannot say enough good things about Ms. Bender. She was extremely helpful and understood our needs. The program she uses is extremely simple to use. Just upload all tax forms and they are stored in an online folder. Chat makes it easy to ask questions/supply answers. Any tasks needed to be done by taxpayer are listed and checked off as completed. Having to complete three returns was simple with the program. Returns were completed faster than I anticipated and ready to be signed. Anything that needed to be completed for filing was clearly explained. Finally a planning phone call is done to explain opportunities for tax savings next year. I am extremely happy using Bender CPA and would recommend her for any complex tax work or business function. Robert L

We could not have been happier or more impressed with our experience. My wife and I went to…read moreTatsiana for our tax and business needs last year. She was an absolute pleasure to work with! Her knowledge and experience was exactly what we were looking for. She is one of the most efficient people we have had the pleasure of working with. We constantly found her to be helpful, professional and well organized. Thank you! Jose & Stephanie Serrano