Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

i contacted Payroll Success in Dallas three times in the past six months. First to ask a few…read morequestions, second to get necessary paperwork, and then to try and get the process started. I completely got the impression they were incapable or just not interested in my new business. There was no sense of process management at all. I've learned that it is best to listen to your instincts and know when something is wrong. Website is also not secure. A payroll business at the very least needs to have a secure site to work from. Be cautious.

From the owner: Payroll Success is a 21 year old complete payroll service company that provides accurate, secure,…read moreeasy to use, and affordable Internet based payroll processing solution for small & mid size businesses. Contact us today for a free quote. First Month Free!

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Let me start by saying I'm normally a very nice person. It takes a lot to push me over the edge…read more Yet here we are. H&R Block managed to fumble the ball before even having an appointment with me. I setup an online appointment with HR Block, and received an Email notification for a few days out. An hour or so later, I receive a phone call from a representative, saying that they needed to reschedule 1 hour earlier because there wasn't anyone available to take my meeting. Sure, no problem, I'll make it work. Fast forward to the meeting time. The office is closed. Not that my representative isn't available, but the whole damned office is closed. I check my appointment. Nope -- this is the correct location and the correct time. Fast forward another hour. I'm getting a phone call from representatives asking me if I would like to reschedule as I am not showing up for my appointment. So, let's break this down. 1. I setup an appointment online. 2. They tell me the time isn't available and reschedule earlier. 3. Here I am, dick in my hands, in front of a closed office. 4. They have the audacity to call / message me to ask if I want to reschedule an hour later, when my original appointment time is. I'm looking for a Tax Professional who can handle Accounting for my business. When they can't handle little things like knowing what day of the week it is, or how the position of the sun in the sky determines this thing called "time", which is how we organize life, you can see how my faith in this organization is already crumbling without even having talked to anyone. No, H&R, I'm not going to reschedule. Go back to Elementary School, learn the days of the week, and how time works. With any luck H&R Block does the accounting of its own organization and this branch will just be shut down from how fucking stupid they are.

I wish I could give H and R block 0 stars have been doing my taxes with them for 5 years and this…read moreyeah has been the biggest problem for the simplest thing I have ever seen with appointment problems, payment problems, all of the above will NEVER be doing my taxes at handr again and if ur reading this please go to turbo tax

I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

I've been a client for a few years and have always been satisfied with every experience! All of my…read morequestions are answered and there has always been an open line of communication along with amazing customer service! I highly recommend LGM as I will continue to be a customer for years to come!

From the owner: We specialize in preparing personal and small business income tax returns. Let us help you keep…read moremore of your hard earned money in your pockets.

I was referred to Badu Tax Services by another Tax accountant, the initial meeting seemed promising…read moreand some of the employees were very helpful, but when it came to actually getting taxes completed my tax preparation was rushed. Here is why I know that: the email responses I was receiving were usually a 5-7 day late during tax season, they were overwhelmed by the number of customers, my taxes were higher than what I was able to obtain though another CPA. In addition, I requested to be removed from their mailing list back in November 2024 and still receive emails about follow ups and promotions despite me being a customer. This just reminds me about the company that took $2,000 for services that didn't offer the value I paid for.

Professional, friendly, responsive. They gave us strategies to maximize on savings, suggested…read moreprograms. Definitely a great experience during tax time. My business partner and I have used them for the last 2yrs, enjoy doing business and will be using them for years to come

Melody was fantastic! She handled everything with impressive professionalism, deep expertise, and a…read morewarm, personable manner that truly elevated the entire process. She was thorough, attentive, and made even the most complicated details easy to understand. We felt completely confident in her work and appreciated how effortlessly she guided us through each step. We couldn't be happier with the service we received and highly recommend her to anyone looking for a trustworthy, knowledgeable, and client‑focused tax professional.

Kevin has been doing my taxes for years. When I realized I needed to retroactively update my 2022…read moretaxes, I texted Kevin and he immediately called me back. He pulled up my 2022 tax return right then, fixed the issue and everything was resolved. Fantastic service. Kevin and his staff are always knowledgeable and efficient. Highly recommend.

Absolute horrible company. Requested a payoff and took them 2 months to get it back only after…read morerequesting it again. They charged over $1k in fees in addition to interest in that time period.

Great service that helped me stay in my house without ruining my credit. Highly recommended.read more

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.