Paid him (William (Bill) Houston) ahead of time for my 2015 return (I have record of payment) but…read morehe refused to give me the return unless I paid him again. When I forwarded him his email showing that I did pay he told me I'm trying to get it for free and raised the price an additional $60 for no reason then suggested I just go pay H&R block $200 for it instead. I showed up to his office and paid him cash, essentially in ransom, for my return. This guy failed to mail me the return that I paid for and then charged me again for it. He also told me I'd be getting $1200 more than I actually received on my return (because he made a copy paste error). This guy is a criminal, I told him I want to spit in his face after I paid him a second time for my return. I would have fought it but I've been through so much stress this year that I just wanted to get out of his office. He didn't even give me my change.

PEOPLE: Take note because my review today should let you know all you need to know about this…read morebusiness and specifically, owner BILL HOUSTON... Very simply and in the same real process that anyone would take... I searched for tax preparer firms in Aurora and ran across this company. I stated my situation clearly and honestly and requested this business to assist me with my 2015, 2016 and 2017 taxes. * Without calling me to speak with me about my tax situation and without any other qualifying email, text or anything, I get the following obnoxiously judgmental response from the owner himself. Here is exactly what owner, BILL HOUSTON said in his email back to me: ----------------------------------------------------------------------------------------------- "From: Bill Houston [mailto:bill@afsnodebt.com] Sent: Monday, April 16, 2018 10:41 AM Subject: RE: NOTIFICATION - Customer has filled out the Quote Form How much you wanna bet that this guy had no renters in 2017 and is trying to deduct repairs to his home prior to selling. Might be a bit cynical but... Oh, and the moving expenses with no wage income." ----------------------------------------------------------------------------------------------- How's that for reaching out to a supposedly professional business just to have them serve as Judge and Jury on your private financial tax situation when they have not bothered to confirm even one fact from your request? I call B.S. on this business and on BILL HOUSTON as being nothing more than a jaded and judgmental fool. AVOID HIM AND HIS BUSINESS AT ALL COSTS because after all, you'd be sharing your most intimate financial record details with him and look how he responds BEFORE he even talks with you... irrefutably foolish on his part! There is no apologizing for such a response because customers reaching out to a business like this should never have to babysit the owner for acting in such an obnoxious and careless manner in the first place, right?... RIGHT! Done... next! P.S. - Funny thing to note... what kind of moron speaks in this tone and who does he think he's talking to, himself? He doesn't even address me, the person who emailed him in the first place. He's talking to "the air" or something... IDIOT!

The folks at Lead Accountant walked me through the different types of accounting support and the…read morekind of experience I should be looking for in a CPA. They made me feel comfortable and prepared in my search. After being connected with a couple accountants, I found a great CPA with reasonable fees. I am extremely satisfied with the overall process and would recommend to anyone in search of a CPA!

I am beyond happy with the service I received from Lead Accountant, and more specifically, Becky…read more  Being a small business owner trying to navigate not only my state and federal taxes being pushed back, but also the new programs offered by the government, was beyond confusing.  Becky helped me apply for PPP (Paycheck Protection Program) and is helping me with a few other programs.  She decided it made more sense for us to wait on filing our personal and business tax returns and I think that will prove to be very helpful.  Becky seemed different from other accountants or CPAs I have worked with in the past.  She really looked at my whole situation and came up with the best advice for my situation.  If you are in need of a business tax accountant or a personal tax accountant I would recommend starting your search with Lead Accountant.  The team there listened to what I needed and paired me with the perfect CPA for my needs.  5-Stars all day!  I will be recommending them to anyone that asks.

I've worked with taxpayer advocacy for two years now. Unfortunately, I can no longer recommend…read morethem. I was criticized for a lack of tax knowledge and yelled at on tax day. John threatened to abandon me and have me pick up my paperwork on April 15. I understand the stress tax providers must go through and accepted his apology. I intended to stay until I received my bill which was 60% more than I was told when we started. Since I asked what the estimated fee would be I felt that, at any time during the two months we worked together, I could've been updated and prepared for this significant increase in price. Due to their lack of professionalism and, what I would consider expensive fees, I would not recommend them.

John Dundon was a tremendous help in walking us through a very difficult and painful tax…read moredelinquency issue we had no idea where to start or how to navigate our way through. His services provided not only the solution for our tax issues but a peace of mind that we had not had in some time. Professional, courteous, and knowledgeable are the best words to describe his services.

I've used Marc at performance for years. In 2021 he prepared our taxes and somehow swapped my…read morewife's SSN for my Ex-wife's SSN. He was supposed to have fixed this bit to date, I have received four refund checks made out to my ex-wife and I. The crazy thing is, he had prepared two other returns for my wife and I after my divorce without any problem. so, why the one star review? Ghosted!!! I spoke with his secretary more times than I remember and NEVER got a response from Mark!! I have email and left messages and not one response. Totally unacceptable!! I wish I had a direct contact for Mark because I'm not 100% positive his secretary isn't just running defense for him. I've moved on to a new more professional CPA and filed a formal complaint with the IRS.

I've been going to this tax place for over 30 years. I cant say enough how much these guys know how…read moreto handle specific tax laws that pertains to my employment. Mark takes care of business and staff is excellent. AWESOME!!!!

Joan has been a huge asset to me with running both of my businesses. I cannot tell you how many…read moretimes I have called her with insane questions and she has been very nice about explaining to me what exactly is going on and how to handle it. This is even more true when it comes to taxes. She is very professional and I would recommend her to any business who is looking for an accountant. I could not have realized my dream of owning a business had it not been for help and guidance through the process. She also has been great in directing me to the correct place to go when it is outside of her domain. Thank you Joan! I appreciate you so much!

Angela was amazing to work with! She helped us with financing for a new construction home and also…read moreto refinance that same home when the rates dropped and it made sense. Angela is very knowledgeable and walked us through the different options we had available. We had some more complicated moments during COVID with rates and what options were available but Angela didn't give up finding us the best solution for us. She is more concerned with setting her clients up for success than collecting commision. She truly cares that each of her clients end up with a personalized solution that works with their short and long term goals. I would love to work with Angela again if the situation ever presents itself and highly recommended her to anyone looking for a mortgage broker.

I cant speak more highly of Angela. She has helped me with both a refi and a new home purchase and…read moreshe was so great for both. She really explained my options and walked me through the process. The rates she got me were the lowest out of everyone I got quoted from. She is also super responsive, I could always get a hold of her. She makes any loan change so easy. Use her, you wont regret it!

We started our relationship with Lord and Richards earlier this year. We have had several meetings…read moreand were completely overwhelmed with the information presented and how we can have our portfolio grow and be protected. We also were afforded the opportunity to use some software to create our will and trust. Every interaction we have had has been informative and helpful. We highly recomend Lord and Richards as a financial partner.

Very good company. They care about their clients. Highly…read morerecommend going to an event to learn how they can help your financial situation.

I had my taxes done here in 2026 I met with the namesake and she did a great job and I thought she…read morecommunicated very well and was not as described in other reviews. She was warm and she did get down to business so you could tell she was busy which is a trait you would like with most businesses! The communication went really well. They let me know what was missing. It was easy to upload things to their portal and my taxes were done in about two weeks! Well done, I will continue to use these guys in the foreseeable future!

Responsive and service oriented. I met the owner and she asked good questions and shared good ideas.read more