I would not recommend MBE based on my experience. My wife and I worked primarily with Ryan Reetz…read moreand his managing partner Kim Wegner, and the service fell well below expectations for a paid tax professional. We provided all required tax documents by March. And On 3/22/25, Ryan explicitly told us: "I believe we have everything to complete the return. We will get it finished before you leave." Despite that assurance, our taxes were not filed on time, and communication was extremely poor. After nearly three weeks of silence, we were contacted on 4/12/25 and told there was an issue with a $1,500 IRA contribution. Ryan incorrectly stated it was a Roth IRA contribution when it was, in fact, a traditional IRA rollover -- something later confirmed directly with Fidelity. Because we were already out of the country, which was relayed to Ryan, this delay pushed everything back further. We ultimately didn't receive a valid filing link until 5/6/25, and our return was accepted by the IRS on 5/8/25, well after the deadline -- despite having submitted everything early and receiving written confirmation that the return would be completed on time. The consequences have been significant. We were expecting a sizeable refund, which we were relying on. To date, the IRS is still reviewing the return, and we have received no resolution. Charging the full $895 fee under these circumstances feels unreasonable given the missed deadline, lack of communication, and basic misunderstanding of investment classifications. I'm sharing this so others can make an informed decision. If you value timely filing, clear communication, and technical accuracy, I would think twice before trusting MBE.

Over the last 3 years MBE CPAs has forgotten to send in my taxes, taken 9 and 6 months to complete…read moremy taxes, doubled my cost from $2000 to $4000, lost my personal data in a security breach, and never pick up a phone to ask questions.

My friend has had John Halvorson do her taxes for 25 years and referred him to me. He was very…read morehelpful and referred me to the company's financial advisor, Michael Pruitt, who I was very pleased with. First consulations are free. I advisor was especially good at planning for me who is 62 and trying to balance multiple credits and debits. John Halvorson MBE CPAs jhalvorson@mbecpa.com www.mbecpa.com... 608.478.0615 Direct He recommended me to the company 'wealth planner' because I'm 62 and my finances have become more complicated I talked to him for about a half hour and was impressed. The first consultation was free. He did not try to push his services or any specific investment. Michael Pruitt Financial Advisor MBE Wealth Management LLC 1015 West Main Street Sun Prairie, WI 53590 Office: (608) 478-2873 Fax: (608) 478-2874 Cell: (608) 630-0513 mike.pruitt@mbewealth.com

Working with Cathy was great. She is very knowledgeable with the profit first method and providing…read moreguidance on achieving your target allocations. Cathy did a weekly review meeting and provided her expertise to lead my business in the right direction. Even though she has not worked with a business in my industry, she still managed to utilize her systems and processes to assist in making my business successful. I highly recommend IBC and Cathy to any business wanting to achieve financial success.

I've been working with IBC Business Solutions for almost 10 years and I continue to be impressed by…read moretheir professionalism, efficiency, and overall interest in helping my business succeed!

Hmmmm - good place to stay away from. Transferred my retirement investments of around $200,000…read moreplus to them a few years ago. With their financial expertise ,the funds were switched daily to earn their commission while my money just simply disappeared...