Kathleen Wells and Patrick Lites have both been amazing! I agree with the other post wondering…read morewould write such horrible reviews. We were in a bad place with a full services firm (planning, preparation, bookkeeping & payroll) that not only didn't do what they were supposed to do, but made a ton of detrimental mistakes and wrong filings with the IRS. L & M not only cleaned up our books quickly, but jumped on it taking care of everything to clean up the mess balancing things to the penny (as they should be) and correcting the federal and state filigs, as well as our employee W2's. They have been extremely responsive, on top of things, thorough, kind and patient with my limited understanding. To say they've been a GOD SEND it to put it lightly. I HIGHLY recommend this firm.

I was really surprised to see the negative reviews. They were so negative that I think they're…read moreeither bogus or there is something else going on. I have used L&M Bookkeeping & Tax services for my personal and my business for years and they have been nothing but great. Service is impeccable and they've helped me in every way possible. Have their been occasions when they didn't call me back until the next day? Sure. But they always got back to me and they always came thru when needed something. Like I said, I've used them both personally and professionally for years and plan on using them for many more years. : )

He was the most unprofessional man I've ever met. I knew front…read moreHe second he shook my hand. We cut the deadline kind of close last year when we used him or we would have looked around for somebody else. He was not very knowledgeable about a lot of the current laws and tax write off as he should have been. The office was extremely hard to get any questions answered when I called updates. I used him last year and would very much warn people not to go with him. Realize how incompetent he was until we've used a professional CPA that was very knowledgeable and professional this year. I mean during our initial consult he was all over the place standing up sitting down not looking us in the eye picking his nose I could not believe it. Yet, our fault. We still went with him.

Used this firm a few years back with some tax issues and also to do my takes that year. He acted…read morelike he could care less to do any actual work to help you but will sure charge you. Paid way to much to have my taxes done and it was like pulling teeth to get my paperwork back so I could actually file them. If you value your time your sanity and your money do not use this firm.

Great service, I highly recommend shamshiri cpa for your tax. They are the best.................read more

After paying the initial fee, Ross retrieved record from the IRS for my deceased mother. Then he…read moreghosted us. No response for 4 months. Ignored emails and was "out of the office" when I called. It's time to sell my mom's house and we cannot get ahold of anyone for answers to tax questions.

I hired Williams & Kunkle to file the taxes for my deceased sister's estate for 2021. I paid $1000…read morefor this service for a relatively small estate. They completed the forms and told me to mail them to the IRS. I did so only to find out later that that will take nearly a year to receive the refund. Well, here it is, 2024...2 years later and the estate is no closer to receiving the refund than it was in March of 2022. After numerous communications with the IRS, we recently learned that the Social Security number that the Williams & Kunkle CPA used was incorrect. At this point, there seems to be little chance of resolving all of the problems this mistake has caused. Needless to say, I made a major mistake involving this firm in settling my sister's estate taxes.

Dear Scott Kunkel,…read more I'm not interested in any further communication with you or your partner Beth, whose yelp account you're using, probably just like I used my one and only yelp account to leave a review about how frustrating it was to try to discuss doing business with your company. When I called the second time, I was already a little frustrated by no one returning my call, so being interrogated by the person who took my second call and then being asked to disclose privileged personal information was also annoying. Then I found out I would have to wait another week to find out more about your company. This entire interaction could have gone very differently had you or Beth been available to talk at any point on the day I called or the next. Instead of letting me know it would be another week before I could speak to anyone to find out more about your company. The experience left me with the impression that you and your company don't really care about the needs of my company and maybe that works for you, it doesn't for me. Best regards, William Vehon

I called to find out if our ideals align and if we would be a good fit to work together. I was told…read moreto provide my tax information and then they will do the meeting. So my personal information and then they will talk to me. Fishy. Very fishy. I even got recommended to them by a friend. I advised the representative on the phone that I would like to speak with them before I provide this information. She said "we will not speak with you then". I guess that made my decision easy. Already can see that this place is not here to provide service.

I've been filing with Jeff Pickering for the last 2 years and never going to look at any other…read moresources to file my taxes. There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good. For my 2010 tax returns - it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund. He never advertises himself as 'maximizing returns' , but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return - it is an usually a segway for an IRS audit. And he has a wonderful staff who support in the tax filing ! Before finding Jeff, I was alternating between H/R block and filing it myself online. The biggest problem with H/R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other. Few Tips: (1) Get all your deduction items in order - carry any receipts etc and preferably prepare an excel sheet with all your deduction items (2) If you have any stock trades - you might want to generate the Schedule D yourself - some companies such as TD Ameritrade provide free tools to generate Schedule D - if not you can find one online where you can upload your transactions and the software will generate the Schedule D (3) If you traveled internationally, prepare an excel sheet with each date of travel - if it was a business travel day or if it was a personal travel Finally - keep all the records - receipts, tax filing ... + make some of the notes yourself and keep them in a folder - IRS can audit tax filings and if you get a knock on your door - you want to make sure that you have your papers with you.

DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

I would not recommend this firm. The first year they did my return, they made a mistake and told…read moreme it was my responsibility to make sure the tax return is accurate when I got a notice from the IRS which has never happened to me in my adult life. Chandler did amend the return at no charge but advised me it was my responsibility to make sure the entire return is correct. I'm not a CPA which is why I paid them for their expertise. I chalked it up to a one time mistake, but the next year I went over the return page by page, line by line, and found multiple mistakes (since it's my responsibility according to them so I spent hour and hours reviewing every line item). Chandler had to modify the return at least 3 times and make many corrections before it could be submitted to the IRS. These were mistakes I found (not them). What is the point of hiring and paying a CPA to file my tax return if I need to learn all the tax laws to find their mistakes. I had to proofread all their work but their fee was never discounted for the countless hours I had to spent proofing the return and bringing errors to their attention. I even had to bring to their attention a typo transposing numbers, a mathematical error, as well as a major error whereas they reflected tax free funds as taxable funds. Needless to say I decided to find a new CPA going forward as I had no confidence in their ability to prepare my return accurately. Fortunately, I found a highly competent CPA that I am working with now and have been for several years. My new CPA even went back and found more mistakes (that I didn't know about as I'm not a CPA). I had to pay my new CPA to amend mistakes from their original work. I didn't even ask Chandler to amend the old return to fix their mistakes as did not want to have any further relationship with them as trust was gone and I moved on to another CPA who I paid to amend the return previously filed by Chandler. The people at Chandler are very nice people, but I just do not have confidence of the accuracy of my returns they prepared so I found a new CPA. I shouldn't have to have CPA knowledge to hire a CPA to complete my return. I provide my CPA with proper documentation and while I still review the return before it is submitted, I expect my CPA to prepare an accurate return. I do hope that things have changed for them as this was several years ago and hope they are doing a more thorough review of their work. I wish them the best of luck. I didn't even want to write this review as they were nice people but a friend of mine said it would be wrong not to write the review. In the end, I do hope these were just training issues that have since been resolved so this does not happen to anyone else.

Have used Gayle and M&M Associates for many years! Always a great experience - she answers our…read morequestions without any hestitation and in wording that we understand. Stays on top of tax changes year after year and lets us know if anything needs to change from a tax view point in our business and personal finances. Use with confidence!

Great company that takes care of their clients. Have helped my parents for years with their taxes.read more

To be honest, I don't think this company cares about yelp reviews, but figured I would let others…read moreknow my experience. Mark is a nice guy, fancy office overlooking Dallas. Unfortunately, I felt robbed after he did my taxes last year. I got a bill for 3200 dollars? Really? For a tax return? He gave me a "new customer discount" which was a joke. I'm used to paying 800-1200 for taxes. The bill was filled with "hours" of interns and employees who did work, and "hours" of him checking the work. Really a scam. Maybe a big business or corporation would want to spend that kind of money on a complex tax return. If you are a hard working individual like myself, don't waste your time. Go somewhere else.

I've used McKinnon Patten for a couple of years now for both my personal and business taxes, and…read morethe service is always friendly, quick and efficient. If I ever have questions, I usually receive a response within 24 hours. Their team is great to work with and Mark is especially helpful and nice. I'm always happy with my return, and I always recommend them!