Easy app to use and very responsive if any questions arise during tax process. Just upload…read moredocuments. Easy !!!

Charlotte and team are amazing! They are expedient, efficient and very patient, especially when…read moreyour status changes and you are learning a new process. Charlotte is very smart and takes her time to explain and tax plan with you. I really love this firm and so happy that I switched over to them when I decided to start my S-Corp!

To all D2D sales people who are potentially looking for a service to help you with your taxes. Keep…read morelooking. These guys are a joke. They hit me up on my instagram told me they were better than the service I was already using. They set up a meeting and in the meeting they said we are amazing about communication. That is something you don't get at your current guy. So I took the leap. And everything since then has been an absolute nightmare!! First they started by setting up my direct deposit with their payroll system with ADP. Which doesn't seem like a big deal but what it means is now they have the ability to withdrawal money from your account with ease at anytime whenever they want. And better yet they will give you 0 warning when they do. The day before a huge trip I had $750 taken out of my account without warning. First they will act like it's not a big deal. Then they will give you a crap excuse and explanation and when you ask for an invoice they let ADP take the blame. $750 bucks is one thing. A whole other thing is the random $5, $7, $12, $89, $125 charges that happen like every week. At this point I'm so confused by what's going on that I'm calling and texting them trying to get to the bottom of things. And they let me know some of those are valid charges and some are accidental and will be refunded. With the last person I used for taxes they had me fill out a single page paper questionnaire and then they literally did all the work sent me the itemized invoices. It was simple easy and I didn't have to do any work. These guys. Will ask you to do a new chore every week on different softwares you've never explored. When you're doing the recruiting game and have no time for this type of stuff it's pretty frustrating to be told over and over that you need to do a bunch of chores for them. And God forbid you ever show any disdain for having to do all of this work for them. They will belittle you and tell you that it's not a lot and that it is all easy work. Yeah maybe if you went to school for accounting for four years dude. No my experience with these guys was absolutely horrible. I recommend everyone stay as far away from them as possible especially if you're in D2D. As sales people we pay people to take care of our taxes not to make us feel small, belittle us, shame us for not knowing how to run their complex softwares (that claim over and over again are so easy), or shame us for not having a crazy amount of time to do the ton of chores they give you, and then the worst part is all the random charging of your accounts, total lack of transparency and lack of itemized invoices. I have since talked to several accounts while search for a new one. I have let them read every message sent between me and these guys. These separate accountants have said that they believe it is asinine that TAG tax would use ADP for payroll on an LLC that employs one person. On a massive company it makes sense. They also said that they think it's crazy there are random charges that need to be refunded. I get that people make mistakes but it's more the lack of accountability and pointing the blame to ADP constantly rather than saying maybe it's our fault for using this payroll in the first place. This other accountant said that you don't need payroll that often and certainly not at that price. They warned me to get out while I could because these guys were not just overcharging me but actually running me to the ground. Bottom line these guys treat you like garbage. Talk down to you. Charge you without your permission. Run you for a loop for your money. It's ridiculous and no one should do business with them without reading this first. And I will make sure that the D2D space is aware of this scam before giving these dudes a dime.

This team helped to set up mine and my husbands LLC for our air bnb. It was super easy and a time…read moresaver.

I cannot say enough good about the service and care my husband and I received from Marianne Ludlow…read moreand her staff. To say she is thorough and thoughtful is a massive understatement. She thinks of EVERYTHING. Estate planning can seem daunting, but Marianne makes it easy, convenient and sustainable. I feel confident that we now have a plan that will take care of our loved ones and make it easier when we are gone. I truly wish we had realized earlier the risks we were taking by not having a solid plan in place! We would have done this long ago. And we would choose Marianne over and over again.

I had a very complex family will and estate planing that I needed to get done. I met Marianne…read moreLudlow and it was immediately clear how much expertise and experience she had concerning these issues. Not only did I receive major new & existing estate tax benefits, she was also able to organize it in a way that would make things easy for my family later on in life. I would strongly recommend her legal services to anyone wanting their family affairs to be organized in a detail oriented & personable way. Marianne, thank you again for taking that potentially stressful burden away from our family and turning it into a blessing for future generations!

Corrie is amazing! We were using an other accountant before we met Corrie. Let me tel you Corrie…read moregoes above and beyond on everything. Honest, integrity is what she is all about. Knows her stuff as well! You will not be disappointed.

Corrie has helped me with my taxes for at least 8 years. She has been helpful and considerate. I…read morehighly recommend her services.

Very knowledgeable and smart. She knows her stuff, has competitive pricing and shared new…read moretechnology with me to help me prepare for tax preparation :)

From the owner: We provide high-quality tax and accounting services to business owners and individuals. We offer…read moreassistance and consulting services with tax preparation, tax planning, IRS representation, bookkeeping, and QuickBooks setup. Our experienced CPAs will take care of your tax and accounting needs so that you can focus on growing your business. Our team has worked with various industries, including real estate, e-commerce, dining, medical, and many more. We take pride in helping business owners understand that businesses from both tax and financial viewpoints. We keep you well- informed about the tax implications of your business transactions and help you keep your books in order so that you are business can run smoothly. We offer cloud-based services to make it convenient to secure for you to get your taxes and accounting done. Contact us today for a free consultation.

My wife and I had the complimentary 30 min. consult. We were closing a business in another state…read moreand wanting to move it to Utah. We were very pleased with Jeff's knowledge and ability to help us understand the complexities... and simplifications. They will be helping me register my LLC with the State too. I get the vibe that they are a one-stop shop for all things accounting, which is exactly what we are looking for. We have found our new CPA!

Jeff did my taxes last year and did a review of my previous years taxes that were done through…read moreturbo tax. I ended up getting a far larger refund because turbo tax didn't lodge my taxes correctly. I highly recommend that you use these guys!