Mike has been preparing my taxes for several years and is very easy to work with. He always…read moreexplains any changes to tax laws that have a bearing on my return.

I first contacted Mr. White about three years ago and he's been my accountant ever since. When I…read morefirst inquired about his services, I had some issues with the IRS that needed to be taken care of and he successfully guided me through the process. In the years since, his knowledge of the tax code has proven to be invaluable and whenever I communicate with him, he always responds in a prompt and timely manner. I now live in Dallas but I've decided to keep him as my accountant.

I reached out to this firm for tax prep because I saw good reviews. I asked about the pricing and…read morewas informed of their hourly rate. When I went in-person, the CPA was friendly, but spent 30-mintues saying I was wasting my time because their prices are too high. I think if they are targeting business clients and not individuals, then they should have been more straightforward about that. Instead, I felt like they tried to sell me on how good their service was while also acting like I was being cheap if I didn't file with them. Simultaneously, they kept saying it was too expensive for me. It all seemed like a reverse psychology sales pitch, and I left the meeting very confused at what they were trying to accomplish.

The receptionist ( I'm sorry I don't know her name on top of my head) plays a valuable role in the…read morefirm. She always greets you with a warm smile and pays close attention to details. Both the environment and services are excellent!

Over the last 15 years, I've had a few CPAs, and NONE of them have been as thorough, caring, and…read moreknowledgable as Mark Puzdrak. He has saved me more money in one quarter than all the others combined in 15 years. We are currently preparing for a merger and need help with all the complexities of the transition, including tax shelters and savings. Mark's guidance and experience are literally proving invaluable in not just positioning us properly, but making sure we are maximizing every bit of profit. I wouldn't hesitate to call Mark and his team ASAP. You won't be disappointed.

Chase and Ami are an absolute pleasure to work with!…read more I was referred to Insogna CPA by a friend and feel very lucky to finally have found a CPA of this caliber. I've been using Insogna CPA for the past two years and could not be more impressed. It's comforting to know that my taxes are being handled correctly. Not only are they very good at what they do - they are personable and take the time to work through your taxes with attention to detail. Insogna CPA exemplifies professionalism. I highly recommend

I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who…read moredidn't quite specialize in what I need (already a good sign). This was the first time I was ever filing taxes as a day trader, so I had a lot of questions. Chase didn't hesitate to hop on the phone with me a few times, learn about my situation, and give me REAL answers. The actual execution of the process was SO EASY. I uploaded all of my documents, and they sought all clarification electronically. I loved having a single spot where we had all records of our communication instead of needing to hunt through different email threads. As we were getting nearer to having everything done, Adam was also very willing to hop on the phone with me to make sure I didn't have any final questions before filing. Overall, this a great team, and a perfect example of how a locally owned business outshines guys like HR Block. I could not recommend them enough.

This is the most abusive, least professional experience with a CPA me or my husband have ever had…read more Today, I was listening to a phone conversation between my husband and one of the founders of BTAS, Paul Totaro, who is without a doubt one of the least professional people in this industry, and I was floored by Paul's behavior. During this call, Paul yelled at my husband - berated him, really - for daring to suggest that the communication hadn't been ideal to date, instead of listening and attempting to explain or fix the situation to our satisfaction. After several instances where Paul or his subordinates hadn't bothering showing up for scheduled meetings, an almost complete lack of responsiveness to email communication over the course of literally several months, and at least half a dozen redundant requests of us from new names at BTAS that kept getting added to conversations in lieu of old ones (apparently they have a lot of turnover in their employee ranks, and I can see why) to connect them with our bookkeeper - apparently no one had saved records of our conversations in files that would have eliminated redundant work for my husband, which is kind of one of the benefits of hiring a CPA firm in the first place - we felt we needed this call to clear the air, and politely inform them that we were going to switch to another firm for the remainder of our tax work. But that's not how it went. After we mentioned this, incredibly, Paul went into a fit of rage and yelled at my husband "well we don't want anything to do with you either!" We felt like some authoritarian principal had called us into his office to berate us, rather than what was really happening, which was us politely firing a service provider that we thought was at least prepared to be professional about it and, who knows, maybe could have some introspection about the situation as a company who failed to meet at least one client's expectations (seems like, from reviews, it's way more than one, however). We came to BTAS with high trust through someone who used to be involved in their day-to-day client relations. I see that their only positive review to date references this person, but unfortunately that review is old and since we started working with BTAS, this person stopped working day-to-day with the company. That is where all our problems began - once we got kicked to Paul and the revolving cadre of his subordinates. I hope no one else has to experience this, and if this review can dissuade others from getting trapped in this sort of abusive professional relationship, only to be left late into tax season to start over, then I'm glad I posted it.

BTAS has done my business taxes for many years now, and I am incredibly happy with their services…read more Josh Little, their senior tax manager, has done an excellent job with my returns and is always professional, helpful, and quick to respond. Best of all, they put up with me as a client, as I can never seem to get my quickbooks data to them before the very last moment! Highly recommended

They did my taxes last several years. Didn't get last year's in until November. Now, I am hearing…read morefrom the IRS that losses were mis-categorized and I have already had to pay back money on 2020, and now it looks like more for 2019 likely, but I can't be sure, because they took the returns off the smartvault. Noone responds to emails or phone calls. Paid extra for Audit protection, but no-one responds. At this point O might have to look into legal recourse. I can't be the only person scammed by these guys. Now, automatic reply on email states everyone resigned but Charles would return message within a week. It has been at least 2 weeks with no response and no phone or office to call. Charles sent out an email in February indicating he is moving on to be a speaker/ influencer. Only if he os teaching how to scam money and walk away.

I wanted to support a minority owner business after moving to Texas but....I have NEVER heard of a…read morefirm not accepting any NEW clients because they are fully booked and I have NEVER heard of a receptionist or firm needing your Net Worth or anything else to put you on a waitlist. Please read all the reviews and save yourself the time and run...

Here's my experience. Took about 2 week for my accountant to get me the proper documents. When I…read morefinally uploaded everything it took another 2 weeks to get a basic reply back. I had to go into the office in person multiple times just to get a response. Multiple people deflected me to other people who didn't help. Could hardy get someone to answer the phone. My accountant was incapable of sending me an email for most of the process. Almost 2 months later my return was finally ready, and the cherry on top is they charged me almost $400 for an individual basic return! I would never recommend this business to anyone. Stay well away

David has been doing my taxes for the last 5 years. Being a 1099 subcontractor definitely adds a…read morelevel of difficulty to the situation, and David has helped me through it all. He has actually pointed out different scenarios that I could start taking advantage of for future filings. Over the past 5 years David has made a FEW mistakes in regards to communication...S#%t happens. I told him- he apologized- case closed. I WOULD recommend David to others who are subcontractors/1099 etc. Just remember though, HE IS A TAX GUY. I tell him every time "I hate being here!" I hate paying a whole bunch of money to the IRS just like everyone else. On another note his pricing is fair, and I do believe he does a lot better job than I could do myself!

I have been a satisfied customer of this firm for years. However, everything changed this year when…read morethe accountant I had been working with passed away, and I was passed off to an incompetent accountant. Only when I found a huge mistake that accountant was in the process of making was I passed off again to one of their partners. The partner was rude, condescending, and arrogant. Frankly, I would tolerate her attitude if she was any good, but she's not. Her skill level is average--if that. Our return is simple. Yet, it baffled the staff accountant. The partner was overwhelmed and took her frustration out on me, complaining of having "782 returns to complete and not having had a vacation". Too bad, hire more staff, and get the returns done correctly and on time. Don't complain to me. I would not recommend this firm for several reasons. First, I wouldn't trust the competency of the staff. Second, I wouldn't assume your taxes were even being done, much less on time. Finally, their accounting staff will likely treat you disrespectfully and condescendingly.

Tried to contact the owner or the person in charge multiple times about an issue I had with my…read moretaxes and I cannot get a response Filed my taxes within time way before the deadline, and they missed it and had to file for an extension without any compensation or excuse