Brandon Meyer & Team are beyond amazing! All very kind, professional, fast & always willing to…read morehelp! Definitely recommend - 10/10!!!

Very easy and professional service. Making an appointment was easy and I left with all paperwork…read morecompleted. I appreciate that all questions were answered!

Horrible company. Has had a sign on the door saying they don't have staff to open the office so my…read morecheck got stolen from the dropbox that they have sitting on the sidewalk. Or they probably forgot to cash it, sometimes they forget to send my bill. They don't respond to emails or calls.

CPAs Sam Wheeler and Kim Egger are dependable, professional and knowledgeable. They've successfully…read moremanaged our Fed & Calif tax reporting for more than 20 years! When there's a question they're right there with factfinding & answers. I advise sending your info in early; tax deadlines don't make way for latecomers!

"Sincere, Beautiful,Courageous!! I absolutely love your positivity and warmth. "…read more I've known Misty for many many years and she has faithfully been a warm, kind, open minded and understanding human. I'll forever cherish her friendship.

A positively honest approach to heal and rebuild your inner self. Misty will take you there! She…read morewill guide you to be the person you've always wanted to be. I highly recommend her course study and individual sessions to anyone looking to change their life!

Excellent service from the entire staff. He saved us a LOT of money by listening and researching…read more We left another CPR firm because they were not willing to work a little harder.

Very professional financial services office east of Sonora. Convenient location. Many services…read moreavailable

Connie is wonderful! I truly appreciate her knowledge and experience, especially regarding trusts,…read moreestates, etc., and taxes in general. Things that I had no clue about. She is communicative, and responsive, and pleasant!

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Everything went well he did our taxes for us in a timely manner and at a decent price we are happy!read more

Carty is an excellent CPA!! We had a tax nightmare and he handled it for us perfectly. I am so…read morefortunate to have found Carty.

Visited them at the end of November 2025 and brought all year-to-date financial info. Was told that…read morean estimate of my 2025 tax refund would be around $3,500. Had them do my taxes. Had to reschedule an appointment with my financial advisor because Carlson & Associates took 4 weeks to do my not complicated taxes (a week longer than they said it would take). And instead of a $3,500 refund, I am getting 80% less - $700. $500 of which gets paid to Carlson for their fee. NOT HAPPY.

To anyone who is considering using this company you might want to reconsider. I am new to this…read morecompany. I have been trying to work with them on multiple tax returns since Aug 2025. I provided them with all the documentation they needed to complete them. So far I got one done, which took a great deal of patience to deal with, however I can't get them to provide me with my second return. I have contacted them several times asking for updates. Weeks went by and still no response or update. Lots of apologies but no results. When I contacted them directly once again because they did not follow through on their commitment to complete the return the week of 1/5/2025, I asked the receptionist to speak to Evan(Head Guy), which she said he was unavailable to speak to me...again! I got in an argument with the receptionist about the poor quality of service. We both got short with each other. She then put me on hold, then came back on the phone in which she curtly said 'we'll send you all of your documentation, you need to go somewhere else", before abruply ending the call. It is not surprising that a company that is this unprofessional at handling accounting services now takes it out on the customer. They decided to cancel processing my last return and fired me. It seems that I am not the only one they did this to because there is another review with a similar result. Egregious customer service. Leading up to this, they were very unreliable, difficult to work with, and can't seem to meet their commitments. Their processes and services...SUCK. I can't believe this accounting firm is even in business.