I have a pleasure to know Shelly last year. My former CPA has retired. She took time to meet with…read moreme directly and ensure right information and details. Shelly demonstrate responsibility, accuracy and she has very organizational skills. She is trustworthy and has strong sense of ethics. She has the integrity and reliability to ensure confidential data remain secure. Her staffs are very friendly and answer questions without delay. Shelly is a wonderful accountant who has a strong grasp of the basics, also display interest in keeping up-to-date knowledge of new principles, laws and taxes. Very reasonable fee. I'm very fortunate to have her be my CPA. Highly recommended.

I have used XZ CPA for several years. Shelly and her staff are extremely thorough and…read moredetail-oriented, returns are triple checked. More than that, Shelly treated my tax return with the time and attention she would treat her own, sharing the decision making process and tax law along the way for anything that may have changed on my return. She researches new tax codes and laws and even hosts informational sessions to keep her clients abreast of all the changes.

I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

I had the pleasure of working with Amber Woodward. She is an excellent bookkeeper and did an…read moreexcellent job in reviewing my accounting documents and strategizing for how to put my companies in the best position. She really knows her craft. Based on my experience I would (and have) recommended her to others.

Being a small business owner, it is very important that you have a team behind you to take care of…read morethe areas that are out of your expertise. I am so happy to have Caliber Tax & Accounting on my team. Judi and her entire staff are very professional and very thorough. The documents and explanations that I received with my returns were very helpful and very appreciated. Additionally Caliber is there year round to take care of any other tax needs that come my way.

Paid these folk $3,170 for my business and personal tax filings for 2024 in March 2024 and have yet…read moreto receive my personal filings. They refuse to answer their phone or respond to emails. Do not do business with this couple. They are completely unprofessional and think it's ok to take someone else's hard earned money without returning services paid for.

I would not recommend this company. Lack of professionalism followed with terrible ethics! Stay…read moreaway.

I cannot say enough good stuff about Melinda and her team. She treats my business like it's her own…read morepersonal business. I've had some tax and bookkeeping companies before, and they were fine, but I never truly felt like I was being taken care of the way that she takes care of my business. I recommend her to anyone who will listen to me.

True Blue Tax Service has done an outstanding job for our business…read more Melinda and her team have simplified life! TBTS has taken the concern out of book keeping and everything business /personal tax related. We are so pleased with her services we have recommended TBTS to all our friends and family. We love how she explains everything too! Big or Small needs Contact Melinda of True Blue Tax Service! Christopher Bohling MATTRESS 360

Angie with Serenity Bookkeeping has been reliable, detail-oriented, and always on top of things…read more They make bookkeeping simple and stress-free, and I feel so confident knowing my finances are in great and professional hands. Not to mention, she is an absolute joy to work with. Highly recommend!

I hate leaving 3 stars, but when a company can't even return a phone call, it makes me wonder how…read morethey have a good ratings. If you are too busy to take on my business, please just call back and let me know, instead of leaving me hanging. It doesn't give me any confidence for you to do my books if you can't communicate.