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!

We have used this place for years. Very professional. They are Affordable and do things by the…read morebook.

She does amazing work The only downfall I would say would be that she needs to upgrade her office.read more

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.

I contacted David and he responded quickly and offered to help. We had one other conversation and I…read moreuploaded my information to his website. I followed up with him via email and didn't hear back. Thinking he was just busy I tried emailing again asking for a status of my request....no response. Basically David ghosted me and left me with no help or recourse. I of course do NOT recommend him or his business. Would sure like to know why he refused to help me.

David made my overdue issues with the IRS much simpler than I had anticipated. I truly appreciated…read morehis extensive experience and prompt communication. I highly recommend him and have already referred him to family.

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.

knowledgeand professionalandcaring attitudephilis a retired agent why not wont someone whohas…read moreinside knowledge as long as he is in business i will call on him to domy taxes

Phil is a retired IRS agent doing tax services to pay for his grandkids schooling. He was able to…read moremeet with me, do my income/property taxes including complicated schedule E work for rental properties. He helped me get a refund when I thought i would owe thousands. Price was around $1000, which is a little more than I was expecting to spend but proved to be worthwhile. Phil met with me to explain my tax return, answer any questions, and do a proof read to see if there were any mistakes.

We have been clients of Tuttle & Tuttle for some years now and we cannot be more pleased with our…read morechoice. It takes a good group to keep me straight!! In the past, we have had lackluster results with others who worked with us, but we are truly blessed to have been recommended to this great team. THANK YOU! :o)

I went online and requested a meeting time. James emailed my back requesting I call there office…read moreand after the extended filing was completed. I did call and left him a message but he did not return my call. Tuttle & Tuttle have excellent reviews but I guess they're too busy to accept new clients.

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

I have used Andy for 5 years now. He does my taxes each year and also he is there to answer…read morequestions any time they come up during the year. He's the best.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

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.