I've worked with Jim this last year and I have to tell you that I'm extremely impressed. Not only…read morehas he given me sound advice for my business accounting needs, he's done so in a professional and efficient manner. He always makes time for me and has been incredibly friendly and easy to work with. I definitely recommend Jim for anyone who needs an LLC set up or tax or accounting work of any kind. I've been recommending him to all of my clients!

I have been working with Jonathan a few years but finally hired him full time last year and that…read morewas the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++

Choose literally anyone else…read more I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really?

I was referred to them by a colleague. I called the number, Arnold personally answered. I was…read moreimpressed! He said he would get something to me by the end of the week. I never received anything. I texted him. He said it was on the way. I never received anything. I texted him several other times with no response. When I talked to him on the phone he said he prided himself in his company being very responsive. Actions don't match words. Look elsewhere.

The team at DebitFire really know what they are doing. From the initial consultation, to account…read moresetup and beyond, their extensive experience shines brightly and helps to instill all the confidence in the world that your business's books and payroll are in good hands. I'll be recommending their services far and wide to everyone in my network whom I feel could benefit from DebitFire's expert bookkeeping and payroll services.

I spoke with Mr. Betts and he gave me fantastic, solid advice on a tax/income situation that was…read morenew for me. He was able to explain things clearly and I have no doubt I will be using his services further in the near future. I greatly appreciated the fact he spoke with me without a wildly high initial consultation fee, which seems to be more common with other firms.

We wouldn't even think of having anyone else prepare our tax returns every year. These…read moreprofessionals make the entire process as easy as it can possibly be. We give them our thanks and highest recommendation.

Really excellent service and work product. Enjoyed my experience and will definitely reach out…read moreagain. Location is a little hectic, but don't let that stop you. The services are fantastic.

I have used Tom for the past two years and I highly recommend him if you are looking for a new CPA…read more The first time I went in for a consultation to meet him and go over exactly what I was needing and expecting from him for my taxes for that year. It was good to meet somebody in person and it did not take too long either. I really love the way that they handle business, they provide a checklist on what exactly you will need to provide as well as they have a secure online portal where you are able to upload all of your documents therefore you do not have to go in in order to drop off any information that is needed to do your taxes. This makes it very convenient as you just scan everything in and upload it if they need anything else they will let you know. He is very on top of things and they provide a full breakdown on what they did with a copy of your tax return. They have fair pricing and I look forward to confirming to do business with him.

Jamie is thorough, efficient, and great to work with. She provides strong tax planning and handles…read moremy returns quickly and accurately, even through major life changes over the last few years. I recommend her for anyone looking for a knowledgeable and dependable CPA.

I have a really good handle on my taxes and I would use turbo tax but Caldwell is priced better and…read moreoffers guidance I have several 1099s and a rental property and I keep good records so I hand everything over and they get the job done within a good amount of time and answer all of my questions. Plus they are local and it is always great to support local.

I looked this guy up on Yelp, and he good reviews, so I thought I'd give him a try. I usually have…read moreall my stuff ready to go mid February so I called him and talked for a bit and felt comfortable with this guy doing my taxes. I was told 2 weeks ( Lmao.. watch the Money Pit w/ Tom Hanks). Well March came and went, April, May and now it's June 22, 2021. Nearly 3-1/2 months later, I have YET to get my taxes. Last week I went back to my accountant in California and he did them in 15 minutes, I paid him, and he electronically filed them, meanwhile I'm still waiting to hear from Joe about the returns he was supposed to do.... You live and you learn. Lesson here is when the deadline comes and if the work is not done, fire them... PERIOD. Joe recently posted that he was suffering from Covid. Sorry to hear, but it wasn't until April 21, 2021 that you text me that you were suffering from Covid. While I can totally understand how this can debilitate you physically and emotionally AND financially, at this point which is 2-1/2 months AFTER I had asked you to do my taxes, they should have been completed back in February. I contacted you February 9, 2021 and never, not once said you were suffering from Covid. At any point from February 9, 2021 to June, you had a responsibility to either complete my tax returns or let me know you could not physically do them. You rather chose to hide in this shroud of "Covid". You lack integrity, ethics and moral responsibility. instead of admitting your faults, you find excuses. I Truly hope your health returns, along with integrity, ethics and responsibility. As I text you in the past, if you responded I would post our entire conversation on here, and you responded. Hopefully you're smart enough to know, just let it go, you were wrong. You failed. If I have to edit this post again, it will include our entire conversation

HIs Name is Joe , He is knowledgeable, precise, involved and present…read more In my case I needed someone who could take care of ALL the details involving my very delicate tax situation. I appreciate that he drives to my home for meetings, he has an answer to all my questions and he keeps me organized.Taxes are an unavoidable necessity which is not one in my set of knowledge of skills. I am thankful to Cox Accounting for making this part of my life seamless.

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.