Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Completely stopped responding. It feels like a scam and possibly fraud. She initially called me…read moreduring our scheduled time, said she would review all my tax documents, then never followed up with me. Who knows what she's doing with your secure information!

I have worked with Laura for this year, came to her after 20 years of working with HRand Blcok,…read moreShe is very responsive, intime for filing. I am very happy with her.

Adrian has been doing my taxes since I've been able to work and been doing my family's taxes for…read morelonger. I'll never stop going to them. He's been so helpful in everything he's done for me and my family.

The whole process went great as I've been with them for 35+ years.I recommend them for everyoneread more

This was my first year of having Sterling Tax complete my tax returns. I met with Talib who was…read morevery professional, friendly and competent. I highly recommend Sterling Tax for your accounting needs.

Talib is amazing with completing my tax returns every year! I've been with him for several years…read morenow and he always does a fantastic job. This year we itemized and I actually received money back! Such a relief!! He has advised me on tax planning, he's always concerned about my well being and prompt with my return. He definitely helps with the stress factor, even at the last minute. percent recommend his services. You will be so happy!

This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

We had a great experience with David our first year - 2nd year had some hiccups in communication,…read morebut overall it was fine. However year 3 was a nightmare, that has solidified we will never be back and will not recommend his services. I went to his office where he went over all the paperwork I had. On my way out, I asked the receptionist to pay and she said I could when I picked up hard copies - which is weird, because the previous year I all but begged for hard copies. So I said ok, and left. I sent numerous e-mails and called to confirm that our return was filed - finally I got a "yes". Fast forward 4 months and I still have no refund. I call and e-mail several times again and finally get a "we were waiting on payment"...TO WHICH I NEVER RECEIVED AN INVOICE. I was told I would pay upon hardcopy pickup. So I paid right then, and had my refund about a week later - so we were waiting for 4 months for NOTHING. Getting a copy of my returns was another circus - I was fine with a PDF or a hardcopy, but wanted SOMETHING (don't most people want a copy of their tax return?). It again was a month long process of calls and e-mails that went unanswered and finally I received a PDF copy. Overall, the systems in place here SUCK. Nobody has any idea what's needed for the next step, and the communication is even worse. Additionally, their pricing isn't even a bargain. For a good service, I'm willing to pay, but not when I have to chase people for months to do their job. Go anywhere else, save yourself the time.

Update. As mentioned in my previous review David has (past tense) always been proactive, promptly…read morereactive and client-centric. I have no idea was has transpired in 2021 for David to make a near 180 degree turn for the worse from years past. Leading up to an October 15 filing David's reponse times to phone, text and email were lagging at best. I was satisfied with, at mininum, getting a response and figured that my simple return would be easy enough to file on time. In retrospect I should have been more insistent with David. Current status: David missed the October 15th deadline after claiming he had all my information and that he had indeed filed on time. My taxes were filed on October 21. There is now a late fee for filing post October 15 deadline. Further my return was rejected. I found this out because I called the IRS on November 19 to personally inquire about my filing. The IRS stated that my preparer, David Airola, would have received the rejection notice shortly after the October 21 filing. I heard nothing from David. I called David on November 19. I spoke live with David and I presented him with the fix that the IRS recommended. Unfortunately I had to jump into a work meeting. I told him I would call him back which I did. He did not answer. It was the Friday before the Thanksgiving holiday. No response from David at all during that week. I called him again and left a pointed voicemail on November 29. I sent him a detailed email as well. As of the writing of this updated review I have heard nothing from David. Again, I'm saddened as to whatever has transpired with David that his client service and follow-up have taken a turn for the worse. My return is not a complex one. I pay David's rate for filing a individual (non-corporate return). His fee is higher than most. I expect service commesurate with the fee that I paid (on time and in full). The information I have provided him with is straight forward. He has even stated to me that my return is, "easy enough to take care of". It's possible that because I am not some large corporate client that I am last on his list. That's only a guess.

Clint has been doing our taxes for years. Great company, great people, kind, intelligent and know…read moretaxes luck us

I'm such a huge fan of Clint Herndon and the Next Peak CPA firm. Clint has handled both my…read morepersonal and business taxes for several years and I always feel like I am in the best of hands. He is creative, repsponsive, and super knowledgeable. If you're looking for an excellent tax firm... this is it!