Made the mistake of giving this firm a try, they dont know what theyre doing and couldnt get my…read moretaxes accepted for 4 years. i was "stuck" with them or would have bailed long ago, lazy and full of mistakes and excuses for mistakes. having worked with dozens of accountants theyre incompetency is very evident. Now the fun task of getting reimbursed legally

This is our first time using their services and it has been a nightmare. We normally file our taxes…read moreonline, but wanted to use their services because of some changes in our tax return and we wanted to make sure that everything was correct. They assured us that everything will go smoothly. This year (2020), we received a notice CP81 stating that they have not received our tax return for 2017. I immediately called and spoke with Carolina T. and she advised that the system crashed during the time they filed and she said she will issue a refund. She also advised that she will re-file the same day (7/23/20) and she sent me a confirmation email that it was sent. I called the IRS again, hours and days later, and they advised they did not receive it. When I called back to Carolina T. at the CPA office, she indicated that it was filed and it will take some time for it to show up on the IRS side. Well it's now 11/20/2020, and we received another letter from the IRS. The same notice CP81 indicating that the 2017 taxes were not filed. In Summary, I don't believe the story that the system crashed and somehow lost our information or the filing didn't go through. If that was the case, why weren't there blast email or notice sent to people indicating this. Also this is the 2nd time they advised they filed electronically and apparently it still did not go through. I waited to write this review, because I honestly thought this was an honest mistake and out of their control, but now I realize, this is not a good business to work with. Although we did receive a full refund back for their services, this issue is still not resolved, and more and likely we'll probably be paying back interest. When asked if they will be paying the interest, she stated (back in July), that the refund should cover the interest cost if any. This is unacceptable. I was better off using Turbo Tax or H&R Block. I paid the higher amount for ease of convenience and quality. I received neither.

That were great. This was my first time filing with a CPA and they were very patient with me. I had…read morewhat felt like an overwhelming and complicated tax year last year and they put my mind at ease. Stuart is very personable and actually made a tax meeting enjoyable :) Jeannie and Nathaniel are so nice and responsive and explain everything thoroughly. I will be continuing to use them for my small business needs as well as taxes. And they are affordable and take extra time when needed.

Needed a CPA to do my personal and business tax returns and turned in my tax info early to this…read moreclown to avoid having to file an extension. Never heard any progress on my return and found out that they had filed an extension without giving me any notice or update. Finally, after my calls and emails were not returned, I showed up on his doorstep to inquire as to why my return had not been filed as I knew that penalties and interest were accruing. His answer to me was, "I dont know." This bozo caused me many days of anxiety and basically cost me several thousand dollars in tax penalties in addition to the total lack of concern and communication he displayed toward me, his client. If you are looking for a decent, honest, and professional CPA who cares about your tax returns, avoid this guy at all costs.

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.

The staff at SDO is very friendly and professional. They are client oriented and provide the…read moreindividual attention necessary meeting their customers expectations. I would recommend their services to anyone. I have used them now for years to complete my individual and business taxes and trust them in helping me fulfill my obligations concerning. They do an outstanding job for us.

I needed a tax preparer closer to where I live as my former CPA had retired and sold his business…read moreto a company in North Texas, too far and inconvenient for me. Close trusted friends of mine referred me to SDO CPA. I called for an appointment, went the next day with my pile of papers and talked to Serena Do. In what seemed like hours, my tax return was prepared and ready for a signature. The encounter was professional from start to finish. I am pleased and highly recommend SDO CPA in Duncanville TX.

I have been using Peggy's Bookkeeping for my taxes for over 20 yrs. Excellent customer service. I…read morewould highly recommend this company.

We have used Peggy's Tax Service for years. Sharon is our preparer and she has been amazing. She is…read morevery thorough and cares about her clients. She confirms all of our information and always questions us to make certain we have thought of everything. We moved out of Mesquite a couple of years ago but we still return to her each year. She is worth the trip. You won't find a more honest and sincere person than Sharon and her team!

I cannot say enough great things about R&R Associates Accounting Firm. They were extremely…read morethorough in explaining everything and very responsive throughout the entire process. What truly impressed me most is that Mr. Rodgers handled, in one phone call with the IRS, an issue I had been trying to resolve for years. Something that felt overwhelming and never-ending was finally taken care of quickly and professionally. If you're looking for an accounting firm that is knowledgeable, patient, and truly advocates for you, I highly recommend R&R Associates Accounting Firm.

Actually was able to sit down with Mr Rodgers today There…read morewas a misunderstanding that lead to my earlier review and as a result of our face to face meeting today it looks like we've found our new accountant Thank you Mr Rodger's for your time today

I've been using Al Pugh for years , never had a problem …read more Answered all my questions , Timely , very reasonably priced. I will continue to use them. Tomi E McKinney , TX

Great firm lots of staff to help you through tax issues. Very knowledgable firm. I have been…read moreworking with them for over 20 years very happy with the service.

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!