Future customers, beware. This firm promised me over $50k in tax deduction savings without ever…read morereviewing my past filings. I paid a $4,800 retainer, and after that their communication nearly disappeared. They never did the work I hired them for, and I've spent more than a year trying to get a refund. Alec repeatedly claimed it would be handled "soon," yet nothing was ever done. I have multiple emails documenting these unfulfilled promises. This company is unprofessional and unreliable--think twice before trusting them with your money.

Ive had amazing communication with this company highly recommend using them to file your taxes or…read moreany accounting needs. Very well rounded team

These guys are the best!! Russ and his team know their stuff and are excellent at tax strategy and…read moreplanning. I've been with them for 15 years now and they've done amazing things and saved me big big bucks legally with all my businesses and personal taxes. I even went through an Audit with the IRS and left with a "no-change" audit. Auditor dude was trying hard to find something and Whitehouse shut him down. I HIGHLY recommend them. They are experienced and their office staff is on their game too. As is the case with a lot of companies that are skilled and successful, these guys are very busy. Their services are in high demand but if you give yourself adequate time then you should be able to get on their schedule and have them handle their stuff. They're truly the best.

Quite unimpressed by their Partner Nick Buonocore. He can't be reached. Took at least 3 days to…read morereply. We get zero attention. (We are his paying customer of over $2grand for 1.5 years) and he just ran the numbers and charge like a CPA who gives a worldly advice to small business owners. The accountant Nicole is pretty great though. She's fast and reliable: still very very expensive for just reconciling and uploading bank statements to quickbooks.

super easy to work with! felt valued and the savings! amazing. Brent's podcast and advice is…read moreoutstanding

Bement and Co. have been my accountants for a few years now and I have been nothing but satisfied…read more They've been a constant source of solid advice and I have and will continue to refer them to anyone and everyone. As an independent contractor with multiple business entities my taxes can be a bit confusing, but they've helped clarify and simplify everything. I highly value communication and thoroughness and Brent and the whole team at Bement have been solid since day one.

I have been using the same tax professional for the last 22 years and decided that he was not doing…read morewhat was in my best interest, I was refereed to Natalie of Platform Tax & Consulting by a friend and I am EXTREMELY PLEASED and GRATEFUL to her and her staff. From day one Natalie was prompt in returning my phone calls, emails and her staff continued with that policy. As a client that would be needing seven (7) tax returns completed I asked her for a price up front and it was the same amount when the bill came due, no surprises or add in charges. I am probably one of the few people in the US that actually reviews their tax returns every year and they were spot on. Not only were they correct but Natalie even told us that if we made a payment to our IRA how much it would lower our tax bill. I am very happy and satisfied that I was refereed to Platform Tax & Consulting and will continue to do business with them hopefully for the next 22 plus years.

Use to be great. Seems like no one cares anymore. They…read moredon't keep you informed. Hard to talk to anyone or they don't call back.

I was fortunate to find Jim Druffner and his team over a decade ago. Since then, I've counted on…read moretheir deep expertise, secure systems and thoughtful, no-nonsense approach to guide me through the annual tax-preparation process, among other financial life-planning matters. Jim and his team give me peace of mind all year long.

Beware of this company! My wife and I had employed Lotus…read moreFinancial Services of Park City, Utah, to prepare our federal and state taxes for a number of years with no problem. After investing our monies for two years in an investment scheme that the owner and his crony were pushing, we were not seeing the very optimistic returns that they had led us to believe we'd be receiving. In fact, everyone was making fee money on it except us. After bailing out of their investment scheme, the CPA company owner effectively fired us from his tax-prep service (probably as a payback!). But get this, he didn't even give us the courtesy to tell us this, so come tax time we were left hanging and had to scramble to find a good, ethical tax-prep office instead of his. Not only is there a conflict of interest here, having the tax-preparer push his faulty investment plan, but also the poor ethics of stopping his employment and service to us without the courtesy of telling us in advance. Beware!

I've been using her firm to file my taxes for the past few years, and I couldn't be happier with…read morethe service. They're knowledgeable, organized, and always up to date on the latest tax laws and deductions. What I appreciate most is how patient and thorough they are taking the time to explain everything clearly and making sure I understand my return before filing. Communication is always easy, and I never feel rushed or overlooked. Each year, they find ways to maximize my refund (or minimize what I owe) while keeping everything completely compliant. I trust them completely with my financial information and appreciate how secure and transparent their process is.

Easy app to use and very responsive if any questions arise during tax process. Just upload…read moredocuments. Easy !!!

Charlotte and team are amazing! They are expedient, efficient and very patient, especially when…read moreyour status changes and you are learning a new process. Charlotte is very smart and takes her time to explain and tax plan with you. I really love this firm and so happy that I switched over to them when I decided to start my S-Corp!

Merrill does a great job for the Pitowners Association. We appreciate his knowledge and diligence.read more

I have worked with Merrill at CRT for the last 4 years as I have grown my business from nothing to…read morea successful S-Corp. Merrill and his team have helped me reconcile my Quickbooks Online and prepare my business and personal taxes. Everyone is great to work with, prices are affordable and my stress levels are low. I fully recommend them!