This is a quality service, valuable skilled and a reliable company for bookkeeping. For either…read morepersonal or business, they are very dependable and help take all the worry off my back.

I've run my business for a few years and finally felt it had reached the point I could seriously…read morelook into expanding it. I applied for a business credit loan at the bank I've used for 10+ years and was nearly instantly denied. I didn't understand how this could be possible. My credit is in the upper 700 range and my business has been profitable for years. I was told the only way to secure the loan necessary to take my business to the next level was to guarantee the loan with my personal credit. Since my business is an LLC with outside shareholders this did not seem ideal. After searching endlessly online and getting caught up in a maze of bank mumbo-jumbo and "free-credit" offers I came across a blog and subsequently a website which explained things in a way that was making sense. I decided to contact the gentleman and that has been one of the best decisions I've made in years. Todd of Liquidity Creations answered every single question I had, and I am a question-asker. I like to understand every aspect of something I'm unfamiliar with and he explained everything so well I assumed there just must be a catch. -There wasn't- Todd explained to me that the credit associated with my LLC had never been established even though we had been in business for years and have several years of tax documents showing we turn a strong profit. We have used dozens of vendors over the years and always paid on time and in most cases early, but evidently most vendors don't report on time payments to any credit agencies. This was news to me. After a very enlightening conversation Todd set me up with some vendors that DO report to these agencies and my business credit score has since skyrocketed. I now regularly receive credit offers in my business' name, which do not require association with my personal credit. I highly recommend speaking to Todd at Liquidity Creations if your business is in a similar situation as mine was. Thanks again Todd!

I have worked with Ian Dunlap for a number of years on my family's taxes, financial planning and…read moreinvesting for retirement. If I even thought for one second that my money could be better spent with another consultant, I would have picked up and moved long ago. It's clear that Mr Dunlap and the entire team at Pathway treat their clients' finances as they would their own. I have received expert professional treatment from Pathway, and they are extremely timely. I can't recommend them highly enough!

Ian Dunlap is the go to man for all financial needs. Extremely competent and very proficient in all…read moretax laws, investment & retirement needs. I've been using him for over 5 years and he has been fantastic. Organized, timely and extremely educated & an all around SUPER guy!

Kim was extremely rude throughout the call…read more I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a client or not, I should not receive comments that are short and feel derogatory. Kim needs to learn to be more patient because your potential clients may not have a CPA or familiarity with tax law.

Kim was incredible! After working with our CPA for years we ran into an issue with a business name…read morechange which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA couldn't figure out what the problem was. We engaged Kim's services hoping that she could figure this out. She was able to drill down on details that had been over looked and correct then with the IRS. She quite frankly kept our business going by figuring this out and saved our business from huge penalties. After this we moved all of our tax preparation & annual planning over to her both personal& business. Where she again caught a huge error on our personal property taxes made by our county...and we live in Texas! She also met with our financial planner and had him check into a few options for retirement for us not previously done...to which he came back and said she was correct and we made changes there as well which is setting us up more adequately for the future. She is amazing, thorough, direct & to the point. I appreciate how straightforward she is, I simply don't have time for long discussions and she keeps things thorough but brief. I saw a prior post about her not answering many questions for a potential client, honestly her time is $ and she's worth every penny and then some. It makes perfect sense to not hand out free tax input when it's your business. My advice is engaged her services and be patient, you will thank yourself in the end as we are now!

These ladies really saved my sanity with their bookkeeping services for my coaching business. I…read morecan't recommend them too highly! Easy to work with and very efficient.

Mr. Morey was a game changer doing my taxes this year. He was so helpful and answered all of my…read morequestions!

Jerry and Ricardo are the best…read more I have tried different CPA firms for my small business and all of them did a mediocre job. None of them could help me when my team and I were doing a M&A. And then Jerry and Ricardo stepped in, gave us a free consult and answered all our questions. We have now moved all of our accounts to them and it's been a very smooth five months. Will continue to use them for everything accounting and planning.

I finally had a chance to call and guess what if it was not the man himself the man with all the…read moreanswers the man of the people my guy Jason that picked up my call especially with it being cruch time he was still able to make time for me and tell me all about new advances he 8s making to speed up the process an make it way more streamline. Back to the meat of it . I was in a very bad spot again its like I try and try so hard to do everything the right way and it gets me far enough to get past what ever hill I have to climb but then I get stuck and see no end and like clock work tax time shows up this year and only difference is i been doing exactly like i have learned and now have set my self up for the greatest return in my5 life and then to get a tedd talke on self worth it meant the world to me to talk to someone that actually cares enough about the people he helps be successful. Bravo Jason you are the man thank you for all you do and know we appreciate you year round. Services Tax analysis of financial plans, Tax refund processing

Everything about this company is amazing. I've been with the tax & accounting group for 20 years…read morenow they always do the right thing.

I am an Escrow Manager for a Community Association Management company. Cheryl Grell is amazing to…read morework with. She is extremely knowledgeable and accessible. It is a pleasure to work with someone who understands and knows their trade!