Honestly the nicest lady, but her price and return or lack there of return is horrible. I went from…read morepaying her 800 dollars and getting back just enough to cover my tax preparation. I had all of my taxes amended that were done here and ended up getting over 3-5k back on the amended taxes. I had friends going her that paid over $1000 for the services here and paying the IRS 15k a year to going to another service, paying 400 dollars and getting back 20k from the IRS. It blows my mind that a tax person and their knowledge can be so different. I now pay a tax professional 200 dollars a year and always get back 7k+. That is a net return of over 6k.

We have never had an accountant do our taxes before and were referred to M.K was prompt, friendly,…read moreprofessional and made everything so smooth an easy. Feels like I didn't need to lift a finger to do my taxes this year. He gave us valuable advice and saved us money! Highly recommend.

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

3-21-2023 Lupe is the best! So professional yet so engaging…read moreand sweet to us during our appointment this past Monday. She is very sharp with details and actually cares about her customers.......awesome!!!

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I had a disappointing experience with this accountant. Throughout the process, I felt rushed and…read moredidn't feel like my questions or concerns were given proper attention. It seemed like there was little interest in actually helping or providing thoughtful guidance. Given the level of service, the pricing felt quite high and didn't reflect the value I received. Unfortunately, I would not recommend their services based on my experience.

Second review with this company because they are just freaking ROCK STARS!!! I own a personal…read moretraining studio that was shut down during the Covid pandemic. We lost about 70% of our business and I was sure we were not going to make it out. The accountants at BMA worked tirelessly, applying to multiple banks to help me get approved for a PPP loan and I GOT IT. They saved my business yet again by helping me get approved for this loan. Also, they were able to help me settle with the IRS and saved me over $20,000. If you're a small business owner just figuring things out and have made mistakes then I highly reccommend this team.

Not the same as it was for years. We had used Business Management for 31 years, never a complaint…read more The owner has sold this business. I cannot explain how sorry I was and how difficult it was the last time we had our taxes done here. They have been our bookkeepers and tax preparers for 31 years. Will never go back. Do yourself a favor, if you are not a multi million dollar company, they have no need for your business and are not embarrassed to let you know that.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

Worst company ever for payroll services. They are out of compliance when it comes to providing…read morepaycheck stubs, reports, etc. I would never use them if it was up to me.

We did our taxes last year with Richmond Services. We were patient with them because they seemed to…read morebe having some difficulties in the office and we felt for them. Over the course of the four weeks it took to get our taxes done, they told us they were short-staffed due to COVID and that they had a death in the family. We didn't realize until we received the email in the attached photo, which was sent CC'ing us by accident, that they were likely just waiting for us to give up and take our business elsewhere. We do not have a difficult tax situation in any way and we make decent income. Therefore, by "being choosier of their clients", they aren't referring to our actual case being complicated or not making enough profit from us, but likely something related to our marriage status, our professions, or something else personal. I would not recommend working with this business in case they decide you're not worth their time.

I have been using Gayleen for almost 20-years and she & her team are great to work with. At times…read moremy taxes were extremely complicated and Gayleen made them easy. I would highly recommend Gayleen and her staff.