I have done my own taxes for most of my adult life. This year we had a move, a new house, a new…read morebaby, a new job, and new tax laws so we wanted to hire a CPA to make sure we didn't leave anything out. I found Byron Glover of Glover & Glover through Yelp and he quickly responded to my messages and invited me in to have a look at our documents. Our meeting was informative, thorough, and after 20-30 minutes I was convinced he would handle our situation accurately and professionally. After turning in all our tax documents we had a finalized return less than two weeks later. He charged a reasonable rate (lower end of what I was quoted at other firms in Williamson County) and the overall process was painless. I would recommend his services to anyone needing a CPA and will use him in the future.

Reviews for this CPA are complimentary but I contacted them today and they are not accepting any…read morenew clients. We weren't looking for a CPA to file by the April 15, 2024 deadline and I made this clear but they are not accepting any new clients, period. Their response time to my inquiry was prompt.

Don't always believe what you read on Yelp. Sure wish I had done more homework on these people…read more If I did, I might not be writing a check for $500 for this fiasco. My husband hired Brody Tax for bookkeeping in September 2022. We met with Markita Brody on a different matter and she told us about their bookkeeping services. My husband is an owner operator and needs reliable bookkeeping. So we decided to use Brody, especially after seeing positive reviews. We left a large amount of receipts and invoices with the front desk assuming they would be handled properly and entered into their accounting software. My husband returned to drop off receipts and invoices for Sept - December in February and discuss tax preparation. They took the receipts and shortly thereafter we received the tax returns. They sent a nice little email with returns saying that my husband owed $57,000. Can you imagine how that made us feel? I opened the returns and immediately went to the Schedule C to see what they had for deductions. I'm no accountant but I damn sure know they fkd up huge. They missed over $70,000 in fuel deductions and more. I would imagine that an experienced accountant would recognize that a truck driver would have much more than deductions for 3 months but he didn't. I had to tell him. Thats when the receipts that were dropped off in September 2022 came into question. They said the never received them! Wait! What? So, back and forth we go. They are insisting that I'm mistaking and that nobody in the office remembers me leaving these (6 months prior). I asked if there was security footage in the building that would prove that we went in with them and left without them. We were in full panic mode! They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox. Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder. THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts. They were "tucked away" in some woman's desk - apparently known as an "office hoarder". So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension. We are down to the wire on April 18, 2023 at 4:22PM as of this review. Oh.....and they are charging $500 for all this. TAKE YOUR CHANCES WITH TURBO TAX - DO NOT TAKE CHANCES WITH THESE GUYS.

We have used Judy Sinz, CPA for quite a few years now. We have always gotten a Saturday appointment…read more(which is what we prefer) and there has never been any issues with our taxes. She is very friendly and so is her receptionist. We will be using her again this year.

I highly recommend Iris Financial Services. The staff is fantastic and Grifin is the best in the…read morebusiness.

I cannot say enough good things about the entire team at Iris. From the very start, they have been…read moreorganized, informed, patient, and thorough. As new business owners, their expertise has been invaluable and allowed us to do what we do best and not have to stress about the details of the books or other requirements like taxes and filings. We love that they work directly with our CPA to minimize stress on our federal returns, and even took the time to give us a Quickbooks tutorial. Now, with all of the changes and uncertainties of the Covid-19 economy, we are even more grateful. They have kept on top of all of the relief programs, both federal and state, and have maximized our assistance, making sure we have what we needed for our PPP loan and even doing the legwork of our TN Relief Program application. They are truly thinking of us and all the ways we can succeed as a business.

This team is a wealth of information and efficient. They answer questions throughout the year and…read moredo a great job of filing taxes. Super friendly and responsive.

It had been quite a while since I had my taxes done by a professional. But since I had purchased a…read morehouse last year I wanted to make sure I didn't overlook anything. I was also not looking forward to the elaborate fields in Turbo tax having to do with Home-ownership. For a standard return, Clinton didn't charge me very much more than Turbo tax would, and of course Turbo tax doesn't offer friendly conversation or Tax Advice. The end result is a decent return for the year, and I plan on returning next year to have them done professionally again.

Eric has been a great resource to me individually and our family over the last decade…read more Unfortunately, we have needed his services multiple times. He has always given sound equitable advice and the best path forward to resolve the matters at hand. I appreciate him as a professional, but consider it a great value to have his friendship.

I unfortunately had t file bankruptcy. My attorney, Eric Fox and his paralegals made the process…read moreeasy. Eric was with me when I had to go to a meeting and he made me feel comfortable. If this happens to you I would highly recommend Eric Fox Attorney at law. You will get high class, affordable help.

This is my second year using Flatt and Brown to do my taxes and haven't had any issues. I highly…read morerecommend them!

From the owner: Your partner to success…read more Accurate and timely tax and accounting information and financial services are a necessity for any successful business or personal financial situation. Let the brown + flatt Advisors PLLC team provide you with the comprehensive services that will help you achieve your financial objectives. We offer a full range of services with the expertise you require. When you work with brown + flatt Advisors PLLC, you'll benefit from a firm with the highest quality and most up-to-date expertise plus the friendly, local service that has contributed to the success of our clients for years.