Kelly Morgan is highly skilled and knowledgeable financial advisor. She is able to make a…read morecomplicated topic easy to understand. Kelly is considerate and concise about working towards your specific goals. I believe she has been instrumental to our financial future.

Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us…read moreretired and freelancing, and the other one still working fulltime. After talking with her and getting an inclusive and thorough look at all of our financial elements--both now and future--I feel like a cloud has been lifted. We have a good portfolio with Edward Jones, a good sense of where we are and want to be, and specific goals for the future that we envision for ourselves. Thanks to Kelly!

This was the first time that I didn't complete my taxes with one of those online programs.. and boy…read moream I glad! Vilma responded to me within an hour and we were able to set up an appointment the next day. She was able to guide me through the process .. all while educating me in the tax- basics. She answered all of my questions and was able to finalize my paperwork that same day. She even provided me with a rough estimate of my expected tax return! I will definitely go back to her next year! For all your tax-related needs... please do yourself a favor and contact your tax geek.

I have been looking for a trusted person, reliable and with accurate answers. Your tax geek (Rep…read more Vilma) helped me get my IRS problem resolved!! My previous tax rep( tax person in South Gate ) got me in so much trouble, was in debt with IRS for over 10k and ready to go chapter 7 when I met your TAX GEEK. My prayers were answered, FINALLY!!! I'M OUT OF DEBT NOW!!! THANK YOU SO MUCH TAX GEEK!!

WATCH YOUR BACK Let me start by saying the 3 yelp ratings…read moreare her buddies. I hired grace a couple years ago to do bookkeeping for me. At first it took a day to reply which got longer a wait as time went on. She would eventually take a week or more for just 1 answer. horrible she lied to me several times and without authorization she transferred $800.00 from my business account into her personal bank account and when i confronted her she said it was a mistake. A mistake to hire her. THEN I FIRED HER !!!! She was sure to manipulate my books before leaving being the nasty vindictive person she is. She managed to manipulate my books when she left which i'm paying to reconcile now. Stay away. She is trouble and will do the same to you. A dishonest nasty angry person with a grudge.

I've used Grace Bookkeeping for two years. Mary is great!…read moreHer attention to detail and ability to explain tax laws make her a asset to any small business. I really enjoy that she comes to our home for appointments. It makes it easy to get the proper documents the first time. We scored finding her. Thanks!

I definitely do not recommend CB Solutions. At one point they might have been a great company but…read moremy experience with them was horrible. I first contacted CB Solutions in January of 2019 about basic cleanup of my Quickbooks Online Account. I run a retail business and wanted help with some basic questions about how it was auto-importing. They responded in a few days and we chatted more. They asked for access to my Quickbooks Online so I gave it to them so that they could do a look and give a quote. A few weeks later I had heard nothing from them so I contacted them again. They told me they needed my bank statements then (which seemed odd since it was all auto-imported) but whatever. No word for another few weeks. Contact them again, they finally five me a quote on the March 12th over a month and a half after I first contacted them. Mind you, they've already done some work at this point. They quoted me $2000, and I paid $1000 upfront. I should have never paid them a dime. I ran into constant frustrations of them not responding to me in a timely manner. They never reached out to me unless I contacted them first. They also continually screwed up my books. I kept given them very specific numbers to be added to my Quickbooks or numbers to be corrected, and they CONTINUALLY failed to change them, or would change them to something that I didn't say. Again this was done only after I would log into my Quickbooks and see they had entered the wrong info, then they'd edit it, not tell me they had "fixed" it and I'd go see it a day or two later and see they had done it wrong again. This cycle happened up until April 11th, 4 days before taxes were due. On April 11 (over 3 months since I first contacted them) I sent them an email essentially saying that I was not happy, that my books still weren't done, that a bunch of stuff was still messed up even though I had repeatedly told them to fix the things, and that I was finding someone else to finish my books. They responded almost instantly and told me that they would have everything done by tomorrow. At which point they fixed like the 5 things that were messed up and sent me an email saying they were done within a day. Ugh, why couldn't that have happened back in February! I talked with one of their employees about the email and bill and said I didn't feel like I owed them more due to the fact that they didn't do it in a timely manner, they didn't do it right, and that I had to CONSTANTLY bug them. He said they would talk about the bill and send me a bill and explanation of why they felt I still owed them or didn't. It's now May 1st and I got an email last night that was automated from their billing system saying I owe another $1000 (with a 20% discount due to "delay in service") with no explanation, no apology, nothing. Just a bill and small discount. All this said, I DO NOT RECOMMEND THEM AT ALL! You will be frustrated, annoyed, waste your time, and waste your money. After all that I don't feel more confident in my Quickbooks numbers, I feel LESS confident. I had more of a headache than if I had just spent the time to do this all myself. What a nightmare.

Collaborative Business Solutions, LLC has done the books for my company for about a year now and I…read morecannot recommend them enough. They are always prompt, accurate, and easy to work with. They are very knowledgable and always available to answer my questions or help clarify something. My business is now growing into the State of Washington and they are now helping us navigate through the requirements of paying taxes, etc. in another state. It is a huge relief to know that I have them focusing on these important "back office" issues so I can focus on operating and growing my business.

Overcharged and underdelivered. 2025 was our first (and…read morelast) year filing with PNW. We provided a well-organized packet of documents, which was commented on when we dropped them off. Then 3 days later was instructed to complete a very detailed filing questionnaire and instructions that our return would not be filed on time without if. We would have been fine with that if this was explained ahead of time instead of so close to 4/15. The filing review meeting was rushed and average. No tax strategies were explored for that year nor any tangible actions for the next year. Then we were given the bill which was over $2,000. Our 2024 filing was nearly a 3rd of that amount and experiences with our long-term preparer from 2006 - 2023 (who retired) was less a 1/4 for 2023. Both were professional tax advisors, and we had no major changes to our finances. We asked why it was so high and were given no plausible answer other than that is what they charge. I don't believe the Porsche's in their parking lot belong to clients. Lastly, very odd, the door to their office looked like we were entering an amateur workshop. We had concerns their premises were secure.

Paid a retainer fee 9 months ago to handle amended return. I have had to call and email every week…read moreto find out whats going on. Sometimes will go MONTHS before ever hearing back from anyone there. I would not trust this place to handle any of my affairs going forward

So happy with the care I've received with Kelsy as my new CPA. She is visual and helps me to…read moreunderstand her process. She is efficient, enthusiastic and full of great suggestions. She knows her stuff right off the bat. I am so thankful to have found someone who I feel is truly listening to me and is willing to go the extra mile from consulting, investments, and taxes.

Teresa has been my insurance agent for 25 years. I have always had great interactions with her…read moreoffice and staff. Most recently my son bought his first car and he was at the dealership expecting to get car insurance through another company. He found out the new insurance was incredibly higher than anticipated. He called Teresa's office and they were so quick to assist and get him taken care of. They made a potential stressful situation for a young adult manageable. Thank you for continuing to be solid in your customer service.

Teresa Barnard- State Farm Insurance Agency has been very helpful…read morefor my insurance needs. Thank you Taylor. Melinda Coley

Daveed and his team at Anvil Tax have been helping my company with taxes since 2015. As a small…read morebusiness owner with a rapidly growing company, I was unsure of how to handle the different taxes for operating in multiple states. Daveed's team helps me monitor my finances monthly, and their expertise has been invaluable. Daveed is extremely knowledgeable and helpful in many areas of my business, including succession planning strategies. When I first came to him, I had numerous letters from the state and IRS that I didn't know how to handle. I was unsure, confused, and completely out of my element. Dealing with taxes and finances was nerve-wracking, but now, I am confident in my finances and the direction we are headed after our monthly meetings. Since Daveed is an ex-IRS auditor, he knows exactly how to protect your business in an honest and professional way. If you want your taxes done right by someone who is very informed and knowledgeable, this is your team. It's easy as a small business owner to avoid and overlook tax letters, but although Daveed and his team are extremely helpful and give you the advice to follow, it is your duty as the business owner to handle your responsibilities. Anyone who has left a poor review for Daveed likely did not follow the advice given, because my business has grown and become more protected over the years by following their advice. There are so many moving pieces when it comes to running a business, and having Daveed and his team deeply involved in my financial decisions brings me peace of mind. I am so grateful for their team and wouldn't take my business anywhere else. They assist me with taxes, bookkeeping, and financial analysis and planning. If you're looking for a trustworthy and knowledgeable finance team, I highly recommend Anvil Tax!

I'm so glad to have met Daveed, he is an ex-IRS agent and expert tax strategist with Anvil Tax…read more I've had the pleasure of collaborating with him for a while now on various projects. I'm so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he's rather brilliant and cares deeply about people. Daveed is easy to work with and truly wants to see businesses succeed!