CPA= Certified Pathetic Accountants!! This guy can't even count to 11 with his pants down. After…read morehaving my taxes for 2021 done by Russell I found myself having to submit a 1040x (that the IRS refused, because they want answers on how original 1040), after I signed my taxes it took me SEVERAL MONTHS to get just get an appointment with some woman in there office who admitted that did not include my payments to vendor putting me in immediate TAX debt for more that I even made that your. Do you think maybe they would have offered to help fix the errors they created...NO!!! My new Accountant confirmed the were way out of there league. NOW I find myself in year 4 of an aggressive audit caused be hiring a Certified pathetic Accountants aka: Russell CPA. I gave them my business because they are gay. Support my community, now I read all these Reviews that have 1 star.....

We switched to Russell CPA in 2019 to do our taxes and assist with estimated taxes (we're both self…read moreemployed). We were disappointed that Jason was repeatedly unprepared for our meetings so we switched to a new accountant in 2020. In 2021 we both received notices from the IRS regarding errors on our 2019 tax returns. I reached out to Jason for assistance but he merely sent me the worksheet he used and expected me to deal with the IRS on my own. Really?? I hired our current accountant to assist with corresponding with the IRS and getting them the information they required. We finally resolved our issues with the IRS earlier this year - no thanks to Russell CPAs.

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

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.

Roman did our personal and LLC tax returns, blown away with the knowledge these guys have. We hired…read morethem to run our books and they are now our main tax consultant for all of our locations. Also, Roman responds to all our texts, morning, late night, he's always on it.

Very happy with Chapple Roman CPA's communication, knowledge, and service. My business and my…read morecolleagues at Music Lab have used them for a while and we couldn't be happier to have accountants that handle our tax/accounting work so well to allow us to work on our business. Complete no-brainer to hire these guys!

I did my taxes and accounting at Olivares Financial Services and they did a fantastic job. They are…read morevery knowledgeable , organized and kept me informed throughout the process.

I worked with Isaac for a short period doing some cleanup work and reconciliation work. He was able…read moreto deliver what was agreed upon in the time I needed. He was able to figure out some syncing issues between my QBO and my CRM that was not working correctly prior. I would work with him and his team again. I will post updates.

Sheila was my Dad's CPA when he was alive and when I found myself in need of one, she was the first…read moreperson I called. While I don't use them regularly (normally simple returns), I would highly recommend to anyone in need of professional assistance! Thorough, efficient, and accurate has always been my experience. Thanks for the life long support!

Robert Planesi was a godsend! He was patient and attentive to my aging mother's needs. He managed…read moreher tax filings and the tax issues that came up as she became an employer to caregivers. With so very many things to worry about with my mother, I was relieved that tax guidance wasn't one of them. We had honest and reliable counsel. Robert is one of the most honest, decent, responsive, and knowledgeable CPAs out there.

Wow! Where do I begin? Neal has helped me with my prior returns (about 3 years worth). The last…read moreperson who worked on my taxes was all smoke and mirrors. This time I'll be ready for next tax season. He got me on track. He doesn't add any fluff, and is up to date on legal guidelines. He actually talked to me about the health of my tax strategies, short term and long term. Plus he is prompt, reliable, and friendly. The world needs more tax pros like him.