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?

I've been coming here for about 8 years now and never have I been dissatisfied. J.D has always…read moretaken great care of my tax return under the full extent of the law. Great price, and always on top of the law. Very satisfied with the level of professionalism and knowledge provided by JD. If you're looking for a top tier tax CPA, look no further than JD Jones.

Great Experience…read more Working with JD is great for people with a hectic schedule, as JD is very accommodating. I found him to be extremely knowledgeable and reasonably priced. Additionally, JD said I could give him a call with any tax questions that I encounter. As someone who usually runs into an issue or two per year, its nice knowing that I can save myself some money with a phone call to JD. Thanks, JD.

Jamie is thorough, efficient, and great to work with. She provides strong tax planning and handles…read moremy returns quickly and accurately, even through major life changes over the last few years. I recommend her for anyone looking for a knowledgeable and dependable CPA.

I have a really good handle on my taxes and I would use turbo tax but Caldwell is priced better and…read moreoffers guidance I have several 1099s and a rental property and I keep good records so I hand everything over and they get the job done within a good amount of time and answer all of my questions. Plus they are local and it is always great to support local.

Best customer service and knowledge of tax laws I've ever worked with…read more Outstanding people, friendly and take all the stress out of tax time for both our personal and businesses.

I have been relying on Chris Culpepper for several years now. I don't know why considering I get a…read moreletter from the IRS every.single.year for errors that he has made that he will not take any accountability for. Just attempted to file a claim against him with the AZ State Board of Accountancy: he's not even a CPA! Right now he will not return my several emails and phone calls regarding a massive error he made on my 2015 taxes. Did my 2016 taxes myself this year and sure enough the IRS took everything because he never fixed anything from 2015 as he said he did. Additionally, when I filed my taxes this year myself I received an error stating that my (minor) daughter's SSN has been filed already with someone else. Chris would have been aware of this but has never told me. His ethics are questionable. Chris Culpepper is NOT a smart choice for something so important as your taxes.

I met with Chuck and I would agree with the other reviewer that he is a bit condescending​ as if I…read morewasn't well prepared enough for him with my spreadsheets​, last years returns, notes, 1099 forms, deductions organized in a spreadsheet​, etc. He seemed very disinterested in helping me with my taxes which prompted me to, at the end of our meeting, ask "is this something that you're comfortable with taking on" to which he replied (very aloof) "yeah but not until May". There were a lot of mannerisms​ like, scratching his head in frustration​ and dropping his hands on the table as if to say, this is ridiculous​. I felt as though I was wasting his time when I drove to his office and am more than prepared to pay his $300 per hour rate. Eventually​, while trying to set up​ a time/date in May he told me that he has changed his mind and no longer wants to work with me. I believe it to be because​ I corrected him on the dates that he sent me to schedule from. He had sent me an email saying that he is available May the 10th, Friday but, May the 10th is a Thursday. So, I simply wanted to be clear on which date to schedule. I am sure that he didn't like being "corrected" even though I was nothing but courteous​ with him the entire time. Most of my emails began with, "thank you again for taking the time to meet with me" and ended with "I appreciate​ your assistance​" etc. Basically, things he should be saying to me as the client (not vice-versa​). Instead, he was short and uninterested in his responses and in our meeting. I felt uncomfortable and judged as if I was some kid that didn't know what I was doing and it was up to him whether​ he wanted​ to waste his time with me or not. In the end, I guess he chose to not. I'll be more than fine, I'm actually​ very well versed in business income, deductions, tax forms, spreadsheets​, etc. I really don't need to be made to feel that way especially​, when I am educated​. I'm not at all surprised that he declined to help me with my sole proprietorship​ taxes given his demeanor during our meeting and via email. He must make more than enough money than to deal with someone who can easily pay his asking rate and has all of his documents organized and available.

AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to…read moreopen an investment account for just me. The first meeting, I was alone and the next meeting I was accompanied by my husband. After that McGrath took it upon himself to add my husband to the account...Why?...Because the "little lady" could not possibly have this account on her own. Here's what, because of my husband's residency status at the time, legally he could not be on the account. I had to put together a legal opinion letter for McGrath. Also, his own company told him my husband could not be added. In addition to not being very knowledgeable about certain things, the documentation he requires has not been required of me by any other financial advisor, in my life. He wanted to see tax returns (I never provided because I didn't go to him for CPA services); he wanted a copy of my driver's license AND a copy of my business card. Really?? Can you say "potential identity theft landmine!" I can't help but wonder if he was either being nosy or suspect (like he couldn't believe that I did what I did for a living). I often wondered if he treated ALL his clients like that.

I have used Fox Peterson for several years and have been happy with them. In Tax year 2024 I…read moreprovided a marked up form 8938 and they created that form and filed it with the rest of my Tax Return and charged me $50. No complaints! This year a provided them with a completed 8938 and asked them to file that with my tax return. My invoice added $50 for the privilege. Upon querying this and requesting a refund Rachel Hutzler told me they could not file the completed 8938 as requested, they used mine to create another verify it against the one I had provided and filed it. They did not follow my instructions and did not advise me of such just went head saying they were following their own policies. After going backwards and forwards several times Rachel Hutzler has refused to refund my $50 and there was no indication that she forwarded my request to be considered by a higher authority within the company. I pointed out that if they told me they would not be following my instructions and were going to charge me $50 I would have filed it myself

Rick has been helping me file my taxes for my small business and he's extremely responsive. We're…read moreon the same team, working together to uncover tax savings where we can.

We have been with Kristena for several years. She is highly knowledgeable, understanding, and has…read morebeen a godsend for us. Because of her, we have received a refund for work a past tax preparer had incorrectly done. We have recommended her to friends. A wonderful find!

She was fantastic, Great CPA handling my taxes for 9 years and then getting a letter recently for…read morecanceling our partnership as a client. I understand growth, tough decisions need to be made but at least break up with a personal call, especially when you were well compensated all these years.

It is the best company, Iliana is a very fast and professional, my taxes was just tine and confiableread more