I went to Lisa because I needed help with my taxes. I usually do them myself but I had several life…read morechanges that I had never dealt with before. I wanted someone I could trust. Big mistake. This year I went to a different CPA who looked over my 2020 tax return that Lisa prepared and filed. She found several big mistakes. Because of this, my daughter's FAFSA is not correct and she is getting far less for college this year than she did last year. My newly amended return has me getting an additional $1663 back. I would highly recommend that you steer clear of Lisa unless you like losing out on money.

Lisa did an excellent job! She was fast, friendly, and affordable. A great resource in Midland!read more

Customer service is their number one priority. Every customer is treated as if they were the only…read moreclient the business has. Providing tax preparation, business consulting, financial planning, and accounting to their nationwide clients. The staff is very professional and always willing to help.

I used this company for the sale of my dental practice. A friend used them and referred me to them…read more I wish I had used someone else. When it came time to show the practice to buyers the broker had multiple personal conflicts which delayed the showings and ultimately the sale for months. The broker brought several potential prospects to the office stating they were all screened and were good potential buyers. As it turned out my buyer was not in an immediate position to buy my practice. He hadn't been properly vetted as I had been told. When it came time for the closing, the papers were taken to the bank giving control and ownership of my practice to the buyer with no money paid to me and no promissory note. I was told that the bank would wire the money in 24-48 hours and I should trust them. No one would transfer the title of their house without receiving payment. In my opinion after the financial melt down of 2008, banks are not be trusted. The DBS broker should have protected me better. Account receivables were still hanging out there but my broker stopped talking to me after she received her commission check. I had to engage my lawyer to complete the sale. I started a year in advance getting the necessary documents together so that by January of 2017 the practice would be sold. Instead it is the end of March and I am still dealing with it. I would not recommend this company for selling a dental practice. Even after writing this review the company did nothing to make my experience better. Run don't walk away from them.