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.

He was the most unprofessional man I've ever met. I knew front…read moreHe second he shook my hand. We cut the deadline kind of close last year when we used him or we would have looked around for somebody else. He was not very knowledgeable about a lot of the current laws and tax write off as he should have been. The office was extremely hard to get any questions answered when I called updates. I used him last year and would very much warn people not to go with him. Realize how incompetent he was until we've used a professional CPA that was very knowledgeable and professional this year. I mean during our initial consult he was all over the place standing up sitting down not looking us in the eye picking his nose I could not believe it. Yet, our fault. We still went with him.

Used this firm a few years back with some tax issues and also to do my takes that year. He acted…read morelike he could care less to do any actual work to help you but will sure charge you. Paid way to much to have my taxes done and it was like pulling teeth to get my paperwork back so I could actually file them. If you value your time your sanity and your money do not use this firm.

This by far was one of my most pleasant experiences when dealing with an insurance company. We…read moredecided to make the switch based off the fact that we were saving $90 A MONTH on autos alone. We also brought over our home and obtained life insurance. Abigail was so detail oriented and consistent with her follow up process from start to finish. I have never had such a smooth transition before when changing insurances. The office staff also is extremely polite and the agent is well versed in both financial questions I had along with claim inquiries. Definitely don't plan on changing for a long time!

Messaged them on Yelp and received a quick reply to schedule a call consultation. They were very…read moreknowledgeable, gave good examples and made sure I understood each aspect we went over. The best part is that she gave me a professional opinion that was unbiased. She could have recommended me use her business more, but she gave me the best advice for my situation. Highly recommend!

Our experience with Becky as our CPA was an absolute headache from start to finish. Emails went…read moreunanswered for months, leaving us constantly chasing her just to get basic updates about something as important as our taxes. At one point, she scheduled an in-person meeting in Dallas even though we live in Houston, apparently expecting us to make a roughly four-hour drive for a meeting. That level of disorganization was incredibly frustrating. Worst of all, our 2024 and 2025 taxes were not completed as expected, and now we're left dealing with money owed to the IRS. The lack of communication, organization, and follow-through has cost us both time and money. If you want to waste your time and money while dealing with one headache after another, she's the CPA for you. Based on our experience, I'm genuinely surprised she still has clients. I wouldn't recommend her to my own worst enemy.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

I have had many occasions to lean on the expertise of Edith Smith. I am impressed with her…read moreknowledge of and passion for taxes. She and her staff are willing and happy to help. I have every confidence in her ability to provide accurate and timely tax advice and tax preparation work. I have had multiple opportunities to refer Edith to my clients. A client whom I referred to Edith about two years ago recently went out of their way to again thank me for sending them to Edith. I will continue to reccommend her services to any individual or small business in need of fair, honest and accurate tax advice or preparation.

Edith is both professional and very knowledgeable. She came highly recommended from multiple…read moreneighbors and we've been very pleased with her services. She's a year round full time CPA...not one of these more costly fly by night places that are only open during the busy tax season.

Contacted from ad for CPA services in Out North Texas 2024 business directory. Made the mistake of…read morecalling them and had three chaotic attempts with contract receptionists who wouldn't say if they were in the CPA firm or a pooled resource. Was forwarded to voice mail to another person not listed with Ron Allen in their ad. Struggled with unprofessional and incognizant receptionist who wanted to act as an information filter to send Mr Allen a message. I finally checked their website which didn't list the other person they had finally allowed me to leave a message on voice mail for, so I'm now totally confused. But I made a 4th attempt and used the web contact portal to describe my needs for CPA services which were several and my timeliness for getting a yes/no response within a few days. It's the 3rd day and no call back, text, or email whether they are available, interested, or unable to engage for any reason. Having been a registered professional engineer I find this pretty abysmal since there was no "out of office" voice mail greeting. At best they need to work with their receptionist. At the worst they need to check their Voicemail and consider getting a clerk who can marshal their front end business interface who knows which CPA services and customers they want or will take and not leave people hanging. Long and short I spent time asking professional friends ing for CPA references and I believe I have a tax CPA who meets muster. I don't recommend anyone who runs their business in this way without the courtesy of response as I believe that we were a good match from Mr Allen's advertisement. I have friends who are CPAs and who work for CPAs and I know how busy and hard they work, so perhaps it is just growing pains here. Good luck in any case.

Curt and Ron helped me in my first year of marriage tremendously. Also did back taxes for my…read moremother and brother-in-law. Did ours quickly and explained thing well. Research required for my brother-in-law and Curt did it well, which allowed him to qualify for much needed aid. Always responsive and helpful.

Hello Do you check YELP before you buy a product? Lots of…read morepeople do, and they want to know what real users like you think about Express Insurance. It's one of the best ways we can get the word out about the simple, affordable, tailored insurance we offer to business owners, homeowners, auto owners , renters, leasing, trucking--and we need your help to do it. Thanks a lot, and most of all, thanks for choosing us for your business insurance. Have a great day, Express insurance -Daisy

Friendly staff, cosy environment. I was pleased with Adrian he attended me with the best service…read moreand not only did he told me what my refund was he broke it down in detailed. Totally Recommend