Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

YBMB has been the best bookkeeping firm that I've worked with. I have a very complex setup for…read moreseveral of my businesses and she was able to figure out how to get it to integrate with quickbooks. She works insanely hard, is punctual, and really does make my life way way easier by keep track of my books. I highly recommend this company. Note, that I hired another highly rated bookkeeping company prior to YBMB and they gave up after 1 month. YBMB will go above and beyond to figure how to track your books, based on what works best for the customer.

From the owner: Remote Bookkeeping Service Local Bookkeeping Services…read moreMonthly Bookkeeping

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.

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.