Our family has had nothing but positive experiences working with Corina of Keen Financial Solutions…read moreover the years. Most recently, Corina helped with the financing of our second home, and we couldn't be more impressed with the service provided. From start to finish, she was incredibly knowledgeable and attentive, ensuring that we were in the best possible position to secure a great rate. Not only that, she has been a great resource for any financial questions we have including taxes, credit card debt, maintaining a budget, etc. If you're looking for a dedicated and skilled professional to handle your mortgage and financial needs, I highly recommend Corina with Keen Financial Solutions. Her commitment to finding the best solutions truly sets her apart!

If you want someone on your side who has your best interest at heart look no further. Even with…read morelife getting in the way we were still able to get my house out in my name no matter the hurdle. If you want someone who honestly has your best interest at heart look no further. I know that Im going to continue to use them, so you should too!

Really excellent service and work product. Enjoyed my experience and will definitely reach out…read moreagain. Location is a little hectic, but don't let that stop you. The services are fantastic.

I have used Tom for the past two years and I highly recommend him if you are looking for a new CPA…read more The first time I went in for a consultation to meet him and go over exactly what I was needing and expecting from him for my taxes for that year. It was good to meet somebody in person and it did not take too long either. I really love the way that they handle business, they provide a checklist on what exactly you will need to provide as well as they have a secure online portal where you are able to upload all of your documents therefore you do not have to go in in order to drop off any information that is needed to do your taxes. This makes it very convenient as you just scan everything in and upload it if they need anything else they will let you know. He is very on top of things and they provide a full breakdown on what they did with a copy of your tax return. They have fair pricing and I look forward to confirming to do business with him.

After sending an inquiry for services, Scott responded via Yelp and requested I give him a call to…read morediscuss the needs. Upon speaking to Scott, he listened and provided great feedback. Scott was personable and took the time to hear my questions abd provide his opionion based on experience; of which I appreciated. Thank you Scott.

I have worked with Randy and Don both for my business and personal accounting and tax needs for…read moremany years, Randy, Don have been wonderful advisors and you can't forget Louise. I highly recommend this firm.

I have been working with Jonathan a few years but finally hired him full time last year and that…read morewas the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++

Choose literally anyone else…read more I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really?

Wow! Kristina was amazing, she prepared my back taxes and amended my wrongly filed 2023 taxes by a…read morebad accountant to where i now get money back! unbelievable, she knows her stuff, walks you thru what and how she will file, I'm 62 and never had a better accountant! Very easy and pleasant to talk/work with.....highly recommended!

I forgot to file my taxes in 2023 and waited until the last minute to file for 2024. I gave my…read moredocuments to Kristina of Avalon Accounting on a Thursday. She had my taxes done by Monday. I suffered no penalties for filing late and even got a refund. Kristina was also able to answer some additional questions I had about my finances. Excellent work and a pleasure to deal with. Highly recommended. Brian

My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

I am not sure why Yelp didn't like my review from 2013 so am trying again! I have been a client of…read moreBarry & Moore for 20+ years and have always appreciated the professionalism and expertise exhibited by Bernie Barry and his staff. They are very responsive and extremely knowledgeable and I would highly recommend them to anyone looking for highly qualified accountants, auditors, or consultants.

This CPA office is amazing! They were on time, accurate and assisted with my year of many health…read moreissues and bills. I would recommend 100%

I rarely leave reviews, but this cannot go unnoticed. Thanks for having all the knowledge to help…read moreme with my taxes. You made everything go so smooth! Appreciate it ! Thanks Ralph and Xl Tax service! If you need help with your taxes . Go see him! He's got you!

The environment was very welcoming and everyone was kind and professional. However, as someone who…read morehas never filed taxes before, I made that clear upfront and was hoping for a bit more guidance and transparency. The staff member who assisted me brought me into her office and we went over my information. At the end of the appointment, I understood that I owed taxes, which was fine. no point during the process were the service fees explained to me. As a first-time filer, I was not expecting to pay $270 upfront for that day's assistance. I believe there should have been clearer communication regarding pricing before completing the service. Greater transparency about fees would have helped me make a more informed decision.