I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

Tax Medics is professional and experienced. High energy, great personality, amazing knowledge…read moreand expertise. I was lost about some tax complications. I searched the irs FAQ's, and the internet, but came up empty handed. I called Tax Medics and had my answers within the first 5 minutes. Thank you Tax Medics. I am grateful!

Highly recommend Desie! First she was available at a time i was in a panic and needed to correct my…read moretax return ( on a Sunday). She listened to my concern and offered me free guidance over the phone, because of my stress level and her kind demeanor I choose to have Desie review my error, process and correct my return. She made the process seamless, which allowed me to relax and get back to my day! She is patient kind and very efficient. I will recommend and use her in the future.

Becky does an amazing job..friendly ' respectful ' fast response and highly reliable..her work…read moreethics is professional

Messaged them on Yelp and received a quick reply to schedule a call consultation. They were very…read moreknowledgeable, gave good examples and made sure I understood each aspect we went over. The best part is that she gave me a professional opinion that was unbiased. She could have recommended me use her business more, but she gave me the best advice for my situation. Highly recommend!

Contacted from ad for CPA services in Out North Texas 2024 business directory. Made the mistake of…read morecalling them and had three chaotic attempts with contract receptionists who wouldn't say if they were in the CPA firm or a pooled resource. Was forwarded to voice mail to another person not listed with Ron Allen in their ad. Struggled with unprofessional and incognizant receptionist who wanted to act as an information filter to send Mr Allen a message. I finally checked their website which didn't list the other person they had finally allowed me to leave a message on voice mail for, so I'm now totally confused. But I made a 4th attempt and used the web contact portal to describe my needs for CPA services which were several and my timeliness for getting a yes/no response within a few days. It's the 3rd day and no call back, text, or email whether they are available, interested, or unable to engage for any reason. Having been a registered professional engineer I find this pretty abysmal since there was no "out of office" voice mail greeting. At best they need to work with their receptionist. At the worst they need to check their Voicemail and consider getting a clerk who can marshal their front end business interface who knows which CPA services and customers they want or will take and not leave people hanging. Long and short I spent time asking professional friends ing for CPA references and I believe I have a tax CPA who meets muster. I don't recommend anyone who runs their business in this way without the courtesy of response as I believe that we were a good match from Mr Allen's advertisement. I have friends who are CPAs and who work for CPAs and I know how busy and hard they work, so perhaps it is just growing pains here. Good luck in any case.

Curt and Ron helped me in my first year of marriage tremendously. Also did back taxes for my…read moremother and brother-in-law. Did ours quickly and explained thing well. Research required for my brother-in-law and Curt did it well, which allowed him to qualify for much needed aid. Always responsive and helpful.

The staff at SDO is very friendly and professional. They are client oriented and provide the…read moreindividual attention necessary meeting their customers expectations. I would recommend their services to anyone. I have used them now for years to complete my individual and business taxes and trust them in helping me fulfill my obligations concerning. They do an outstanding job for us.

I needed a tax preparer closer to where I live as my former CPA had retired and sold his business…read moreto a company in North Texas, too far and inconvenient for me. Close trusted friends of mine referred me to SDO CPA. I called for an appointment, went the next day with my pile of papers and talked to Serena Do. In what seemed like hours, my tax return was prepared and ready for a signature. The encounter was professional from start to finish. I am pleased and highly recommend SDO CPA in Duncanville TX.

Extremely knowledgable and I didn't feel rushed like I sometimes do with these big firms on…read morematters. Strongly recommended!

It is hard to find a great CPA/bookkeeper and I wish someone had warned me publicly about this…read morecompany when I was looking so I feel I need to write my experience. Do not hire Kedra as your CPA or Janet (who works for her) as your bookkeeper. I paid this firm over $10,000 for bookkeeping and tax-related services for my business, and I ended up having to catch and correct basic errors myself. I found wrong expense categories, personal accounts listed as business assets, retirement-plan money left on the balance sheet after it had already left the business, incorrect 1099s, and a serious 2024 tax-basis issue in work the firm prepared. When I asked them to explain the numbers they used and provide support for their own work, they would not clearly answer or back it up. They had all the documentation from me they would need to not make constant careless mistakes. I want to be very clear about one thing, because I expect they may respond by saying I was asking them to do historical work outside their scope. That is not true. I repeatedly told them I was not asking them to reconstruct old years or do a historical forensic project or even to explain anything to me that was not just about why they used the numbers they did. I was asking them to explain and support numbers their own firm used in 2024 work they prepared for me. That is very different. I tried to resolve this calmly and directly. Instead, I was talked over, dismissed, and even hung up on rather than given clear answers. Kedra often seemed too scattered or too busy to keep important facts, documents, and prior conversations straight, which made everything more confusing. What bothered me most was the lack of accountability. I caught error after error, and when I asked about them, they would change the item (proving I was correct that they were wrong) and never explain why it had been done that way in the first place even when I would ask where they were getting their data to keep making so many mistakes. These were not obscure issues. They were basic bookkeeping and compliance items, and they had the records needed to do them correctly. In my experience, this firm was unreliable, unprofessional, and not trustworthy with important financial work.

I cannot say enough great things about R&R Associates Accounting Firm. They were extremely…read morethorough in explaining everything and very responsive throughout the entire process. What truly impressed me most is that Mr. Rodgers handled, in one phone call with the IRS, an issue I had been trying to resolve for years. Something that felt overwhelming and never-ending was finally taken care of quickly and professionally. If you're looking for an accounting firm that is knowledgeable, patient, and truly advocates for you, I highly recommend R&R Associates Accounting Firm.

Actually was able to sit down with Mr Rodgers today There…read morewas a misunderstanding that lead to my earlier review and as a result of our face to face meeting today it looks like we've found our new accountant Thank you Mr Rodger's for your time today