We have used Margie @John Hartman for our business & personal taxes, LLC, etc…read more They are very professional, great response time to questions. Highly recommend.

This Review Will Cover My experience of last Year Return and my most Recent Tax Return. Last Year I…read morewas a 1099 Tax return, give it a 6/10 was there 30min but charged for an hour, John was not thorough. Assumed it was me not asking the right questions and gave them a second chance this year. I was a 1099 Independent Contractor with a Small business LLC that has been open for 3 months. Day of the appointment, again, there for 30 min, John said I would owe 11K in taxes and recommend an LLC to not have to pay those taxes, I was confused because I indeed already had an LLC , and clearly someone missed all my paperwork I input on their organizer. John took a look at my LLC and said "Nevermind, I'm gonna have to redo all this" I left Extremely confused. I called twice and all they could say was " We will let you know if we need anything from you" WHAT!?! WEEKS LATER I get an email stating taxes are done. I was charged 600 for personal, again, charged for an hour that I was not there for, then, 1,300 for business taxes, AND 800 for someone to go through my quickbooks. I had requested 1 HOUR of Quickbooks Organizing. No acknowledgment to the mess up and almost putting me 11K in Debt! No Communication to what is going on. My FIRST time filing for my 3 Month old Business and The Worst Experience I could've had. I Paid My Bill, and I Won't Fight over 3K because I have other this to worry about, but definitely want to help anyone out there looking to file your taxes. Don't come here, There is better out there, Period.

This is my second year having Liberty work with and breakdown my taxes. The prior year brought…read morechallenges for me so I needed to find someone who I felt comfortable with and trusted. My issues were resolved in a timely and professional manner. I told Curtis that they will manage my tax concerns future forward. I sat with Zikejah yesterday and she was a jewel! I was in the door and right out with no complaints. 2022 DONE!

The tax preparer was friendly and knowledgeable. They were able to get the return done quickly, and…read morethey were able to help guide me over the new Obamacare laws that recently went into effect.

First time coming here,…read more Thank you to Karrie Lewis for helping me with my Taxes this year. My Father does my taxes through TurboTax and it looks like I was owning more to the IRA than normal but thanks fully I was set up with a professional Tax person in Karrie to help me out with my situation. The Friendliness and kindness that Karrie and the staff there was great. Ill be back again because of the customer service I got from Karrie and the Staff. Thank you and God Bless.

So I had unreported income from the sale of a home in looney California from 2020. The notice says…read moreI owed 11k. Enter Jamie, a shark, and she spent an hour filling out my tax return. At one point 3 different people were working on my situation making sure all was done right. In the end I only owed 300 bucks.... Way better than 11k!!!!! Tax time was great and I would not go anywhere else. Also ask Jamie about her cute furbabies!!!!!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Very pleased with the help provided. Personal, professional and genuinely concerned. We found our…read moretax and investment person in Scott and team. We went to the McKinney location since we have lived here since 1988.

Long story short, past 3 years almost, we used a Plano CPA firm that got Too Big for their britches…read more- We were just a number, not even a name- they have messed up our taxes each year - We were looking for a new reliable and recommended CPA and my wives coworker advised us to try Scott & his staff. I must say, from the time wife made appointment till we went into their office, they made this process Seamless! Friendly staff, very straightforward, reasonable considering he actually found error with other CPA's work- even filed amendment for us! Scott took time to explain some new tax laws that this "new" administration has made which costed us a lot of money. We would Highly recommend The Tax Firm to anyone wanting a no-nonsense CPA in North Dallas metro!

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Andrew has been taking care of our taxes for the last few years and we love working with him. Super…read moreeasy to work with and does a good job making sure things are accurate and raising up areas that can be improved. Most importantly he is a great person and very responsive. Highly recommend.

We have been clients of Tuttle & Tuttle for some years now and we cannot be more pleased with our…read morechoice. It takes a good group to keep me straight!! In the past, we have had lackluster results with others who worked with us, but we are truly blessed to have been recommended to this great team. THANK YOU! :o)

I went online and requested a meeting time. James emailed my back requesting I call there office…read moreand after the extended filing was completed. I did call and left him a message but he did not return my call. Tuttle & Tuttle have excellent reviews but I guess they're too busy to accept new clients.

They help.me for with bookkeeping and business tax prep. I am very satisfied with the services. I…read morewould highly recommend. Very reasonable pricing and value for services.

From the owner: Personalized client service Free initial consultation…read moreFixed price based on transaction volume (no hidden charges) First 3 months - 40% discount