Call just spoke to a lady who answered the phone this morning. She was super rude hung up on me…read morewithout saying bye and it was very short. I was trying to get information on if I can make an appointment to file my taxes apparently that was a lot. I seriously wanted to get my taxes done with them to try someone out new this year. Was really disappointed.

I was referred by a friend that I trust explicitly. Met with Mr. Scott Fairchild and staff. Great…read morepeople! I feel elated and satisfied with all that they do. I have also referred my stepsons, who are also very satisfied.

This is my 4th year using CMD. Chris and his staff are…read moreawesome. Each year the process gets easier and easier. The tax dome is so easy to use. It's a step by step process. Questions are answered immediately. CMD now offers different levels of service from simple returns to more complex. I highly recommend using CMD.

I've used CMD to do my taxes for over five years. High quality, fast and intuitive process…read more Reasonable price for the quality plus great availability for technical questions to be answered quickly.

I highly recommend this tax service! The experience was excellent from start to finish…read more The team was professional, knowledgeable, and efficient. They handle everything from personal taxes to nonprofits and small businesses, making the process smooth and stress-free regardless of your tax situation. Everything was completed accurately and on time, and they were always available to answer questions along the way. It's not easy to find a tax professional with such a broad range of expertise, but they clearly know what they're doing. I am extremely happy with the service I received and would not hesitate to recommend them to anyone looking for reliable, professional tax preparation services.

I'm a picky person for the most part, rather it's food, business, and etc., but was very satisfied…read morewith the Services I received at pyramid I was behind on filing m6 taxes called pyramid they set my appointment quickly, went in for my appointment and the rest is history everything was done exactly how they said it would be very professional, and no surprises.. I will return next year....

We've entrusted Caldera Wealth with managing our 401(k), and to help us save on fees, Joe made the…read moreproactive decision to change the institution overseeing the plan from Nationwide to 401kGo. During the required blackout period, an unexpected and important situation came up where I needed access to my funds. Joe Caldera and his team didn't hesitate. They worked relentlessly for an entire week, escalating the issue all the way to the president of the national bank to get it resolved. Most firms would have stopped at "we tried." Joe and his team went far beyond that--then went even further. Their professionalism, persistence, communication, and genuine care were outstanding. Joe and his team are 10s across the board. These are exactly the people you want managing your finances--professionals who stand by you, advocate for you, and help you navigate real-life challenges when it truly matters.

Jimmie and Ashley are simply amazing…read more We had been using Paychex for years and eventually made the decision to switch to ManagedPay. It was a great decision and we also decided to change our 401k provider to Caldera Wealth. Unfortunately, Paychex was terrible to deal with and made the entire process way more difficult and more expensive than it needed to be. Caldera stepped in and helped tremendously with getting all of the paperwork organized, all of the forms filed, and communicating back and forth so that all parties knew what was going on. They kindly reminded us multiple times when they were waiting on us for the next step and were always a pleasure to work with. I highly recommend them!

Mike is phenomenal! The level of service Mike provides has earned my absolute trust…read more I tend to ask a lot of questions--some probably sillier than others--because I genuinely want to understand where our company stands financially and why. Mike always takes the time to explain things in a way that makes sense. His knowledge, know-how, responsiveness, and sense of urgency are what I value most. When it comes to our company's finances, having someone I can trust and who genuinely knows what they're doing is incredibly important to me. Mike has consistently provided that level of confidence and service, and I truly appreciate him.

Old reviews were from when Cort was the owner. New owner / new CPA bought this firm in late 2019…read moreand I think Cort stayed on for a bit after to help transition and I think that transition is over now - sadly, the new person is tanking the firm due to incompetence. They offered me money given I sign a release to not say anything... I wonder how many times something like that has happened. Here is what happened to me this year... I brought what I thought was a mistake to Azada, and they assured me that no mistake had been made. After having another firm correct the mistake, they told me "We didn't know the accounting law, so how can you hold us liable for ignorance?" - Well, Michael, that is exactly what I pay you for - for your knowledge, and to literally know the accounting rules... They had me paying over $5,000 when I was due a refund. This error has caused me a lot of time and money (however, had I not corrected the error Michael T would have had me pay a MUCH greater sum to the IRS - which is interesting, because this is the first CPA that I've met which prefers paying a higher amount to the IRS. Why? Probably because if they have you overpay it limits their liability (while if you underpay they may be liable for it. To me knowledge, if a CPA makes a mistake while being presented the correct information, they may be liable for the tax difference. However, this CPA goes the opposite direction and has you pay more which then eliminates much of their liability! - how ridiculous. This is a person who bought a CPA firm rather than building it up themselves - and I can see why. Here is a part of an email which I sent Michael T. "Here is how I see things... 1) I hired you to be my CPA. 2) I told you I thought it was incorrect. You assured me multiple times it was correct. 3) You showed I owed over $5,000. 4) I sought a second opinion. Second opinion said you did things wrong. 5) After I told you I had hired someone else because your way was incorrect, you stood by your original tax preparation stating that you were still correct. 6) After showing you the new preparers return, we had a phone call. On this phone call, you said you shouldn't be held responsible because you did not know the tax law. To me, ignorance is not an excuse, and you should say "I apologize, I was wrong, and due to my error and the fact that you've been a client for over 10 years, and now the knowledge I have gained which will help me in my practice, I will gladly send you a check for the amendment troubles". But instead, you insisted you shouldn't be held responsible due to ignorance. I just don't think that is right... 7) Then, after stating you would get back to me tomorrow (on the call), then early next week (in the email), I emailed you on that Friday to say 'hey, where are we at?', and that email went ignored. I then sent another email which became a bit more aggressive because your resolutions have been lackluster at best. 8) Now, you ask if $509 is acceptable. It is not. You filed a return on my behalf that would have had me pay 10x that amount, and then continued to state that that amount was correct." I asked them to pay the amount I was charged to have the mistake corrected. Well, at first I asked them to split the amount but they hemmed and hawed for a long time and never even agreed to that. Due to it being a mistake and needing to file amendments which is not easy and requires more work than being filed correctly in the first place, it was not cheap! He refused to work with me on this amount and stood by his statement that being ignorant of tax law should excuse him from it. This new guy is awful.

It's been a pleasure to work with CFS and Wally does excellent work! He's very accommodating,…read moredoesn't mind taking the time to answer questions, and gets the job done right the first time.

My father has been using CFS to do his taxes for years. My taxes are a bit more complicated than…read morenormal, and Jackson Hewitt and the like seemed to have trouble filing for me. Because of this, I had to file an extension as I wasn't able to file before the cut off. I called CFS and was able to make an appt. with Wally after 5pm on the off season. He stayed late to accomodate me and I really appreciated that. Debra his assistant was a super nice lady who is always pleasant on the phone. I will continue to use CFS for all of my tax needs.

Having a business meeting feel like you are meeting friends is a great feeling. This meeting was…read moreboth professional and an occasion to meet genuine people who are concerned about this stage of our lives and business. The Cooper's

Dont hesitate to go and have a consultation with Richard. He is very knowledgable with excellent…read moreinput on your investments and insurance needs. Everything went great. Jason is very organized and he set up everything we discussed top notch in a timely manner. Overall highly recommend it.

If you are a business looking for an excellent CPA Firm, look no further. Stop right here! FAL is…read morethe place to go. 1. Service - Service from a CPA starts with trust, it starts with the team. Kurt Anderson, Gail Boyle and team are excellent! They really take care of us and meet with us to discuss yearly details, future details and offer advice to our company and to us personally! 2. Pricing - Let's face it. If you get extreme quality, the pricing is not an issue. You cannot put a value on this t ype of quality! And, the pricing is not bad. In fact, they offered a solution to us that saved us a large amount of money, reducing their income, but they did this because they knew it was the right thing to do! 3. End Result - They are your partners. It is highly important to surround yourself with great partners! Hey, go for it, don't wait. Want to make a difference? Let them help you be successful!