Allison Boone is a great communicator, organized and fairly priced. Highly recommend!read more

Allison is an accountant with empathy. She is very professional and accurate. Her fees are…read morereasonable! I highly recommend her.

I can not recommend Tim and the team strongly enough! They…read moreare clear, calm, patient, and very professional. What else can I say? Reasonable prices and always answer when I call for copies of forms. I am so grateful they are looking after my taxes.

I worked with Tim and his team over the course of two years. It became increasingly clear that his…read moreteam was unable to handle the complexity given their forgetfulness and lack of communication. I'd often have to ask a question two or three times to get a complete answer. I have an accounting/finance background and know what I am asking. In the second year, I asked them if they could handle the bookkeeping for my business and they accepted the responsibility. They claimed knowledge of the nuances of my business but it soon became apparent that they did not know anything about it. Then one fine day, they charged me $2100 for the bookkeeping (w/o a detailed invoice) and when I objected, they hurriedly gave me a $1400 discount. As soon as the check cleared, they sent me an email that they do not want to work with me anymore. No courtesy call, no explanation. It turned out to be a blessing in disguise because I found an accounting practice that actually knows accounting and more importantly, exudes humility and professionalism.

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is…read moretrustworthy too.

There are a lot of CPAs in town so why this one? They are…read morethorough, fair, educated, prepared and take the time to walk you through your taxes. I would not hesitate to send any one to them for assistance. Don't hesitate. Go to them for your taxes

I used Theresa's services for many years when I was working and had my own business. She was…read morepersonable, knowledgeable and a very helpful. There never was a problem with any of the returns she filed for me.

My wife and I have been using Theresa for our tax returns for many years…read more We are very satisfied with her services.

Very helpful, knows what they are doing. The staff were friendly and they got our accounts done…read morequickly

Nice guy -- unfortunately, for us, expensive and not enough effort/proactive guidance on…read morethresholds/ target amounts for deductions (eg, business expenses, uninsured losses).

I'm very glad to have hired Julie to do my taxes this year. She's extremely knowledgeable and…read moreresponsive, and is a pleasure to work with. I am confident that her work was accurate and that she spotted and incorporated all of the benefits to which we were entitled. And her pricing was both transparent and reasonable. I feel lucky to have found her will definitely continue to hire her to prepare and file our taxes in the years to come.

Would like to highly recommend Julie Blue CPA. Julie is a professional tax person who was able to…read moreassist us with our taxes. She was very knowledgeable and through in her tax preparation. Her fees were very reasonable. Looking forward to having Julie assist us with our taxes in the years to come!

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.