Returning client. Both Ann and Brad are friendly, helpful and great to work with. Did go in office…read moreduring Covid. Space was clean, sanitizer available and everyone was wearing masks. Have sent other family members there and heard no complaints. Definitely will be staying with them and recommending them.

One of the worst experiences I have ever had. It took them more then five months to complete a…read morebasic non-business personal related tax request, initial inquiry in May and being completed in October- I had to give the same information over and over to different people and would have to follow up multiple times while they left me in the dark for weeks multiple times. I was rushed into signing the approval documentation without even being told the amount I would be paying to the IRS or their business and was left taking a hit of 6k unexpectedly less then 24 hours later without any option for a payment plan, disclosure on the amount etc- they told me there was nothing they could do to stop the charge and apologized profusely. They accepted blame for the situation and admitted that the service I got was unacceptable and when I asked for my money back- as ANYONE WOULD when being given awful service, I was ghosted for two weeks before being told "I got the service I paid for" which was no communication, poor management, them admitting wrong in the situation and stress. I felt like I had to follow up with them to do their job and I paid them $300 to just be put in a stressful situation. Absolutely do not recommend, super poor management and awful taste left from the experience. Cannot warn anyone enough how AWFUL Rick and his employees were with handling the whole experience. I was even told they would "rectify it however they could" but when I said the proper solution would to be to refund me for the amount of time and stress their business caused I was then responded with "you got your service no matter how bad it was, I wont go back and forth on that..." so how were they going to rectify it then? A flower basket? Literally lost my entire savings in one day because of them. Rick said in emails he wanted to better work on the business and cared about client satisfaction, but has left me in such a financial hardship and depression with no way to solve the problem they caused. During this entire process I NEVER received a phone call except the last day to make sure they got paid. Literally go use turbotax.

He doesn't stand by his work. My husband used him for tax purposes and was audited and fined for…read moreerroneous deductions for both 2018 and 2019.

From the owner: We believe in the value of relationships. We view every client relationship like a partnership, and…read moretruly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our services include accounting and auditing, business consulting, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology services. Long-term relationships and a personalized approach are the hallmarks of our business. Our professionals get to know clients' needs and their businesses from the inside out. From individuals to closely-held family businesses and non-profit organizations to large multi-national companies, our clients know they can trust our firm to deliver innovative solutions, integrity, professionalism and service. We provide a variety of services including: Income Tax Preparation for all types of businesses, and individuals IRS and State Audit Representation Payroll Reporting QuickBooks® setup, support and training Business startup services Monthly bookkeeping Financial statements - making sure your financial records are timely and accurate Our continual investment of time and resources in ...

Had my taxes done here for my daughter and myself. Owner was courteous, professional and reasonably…read morepriced. Office was nice and convenient with plenty of parking. I normally do my taxes myself but with some recent changes, including purchasing a home in a state other than the one I work in, I wanted to make sure everything was filed correctly. I'll definitely use them again!

From the owner: Small business consulting and certified public accounting.read more