MSA Lost all my documents.It has put us in a difficult position…read moreI have now to recreate all docs for my protection

Mayo Strategic Advisors has handled my tax needs for many years know. Their personnel are friendly,…read moreknowledgeable and efficient. I trust them completely with both my tax and financial planning advice. They work closely with my investment and banking advisors and keep my financial needs at the forefront. I highly recommend their services.

Terrible! Negative stars! I've never experienced such blatant incompetence. I started with them in…read moreearly December to be sure that the taxes were done early. They submitted the return for my review the *day before taxes were due*. The return showed $65,000 more in income than Quickbooks showed!!! I told them that it didn't agree with QB. There was no response. I had to quickly get an extension request in the mail before midnight; they did nothing. A week or so later, they submitted another return for review. It showed $75,000 more than Quickbooks as income! Even *more* incorrect. I asked again; the third time it showed $21,000 more than Quickbooks. They cannot explain why they determined the amount was different and why it was different from Quickbooks. And they can't get it right. Later I discovered, they added transactions in Quickbooks that were for review! They had no authority to do this, and they had no idea what the transactions were for! They just categorized them randomly and didn't ask me or tell me. The transactions were not in the year of the return so there was no need for them to touch them. By that time I discovered all the changes, it was difficult to determine what the transactions were for and difficult to sort out. It's unbelievable that they would make changes to Quickbooks without any idea what they were doing! For example, they would categorize an ACH payment as "Loans Payable" when there was absolutely no reason to think it was such. I would expect they would at least ask or inform me! They made changes to an employee record. When I inquired, they said that I told them I was having issues with unemployment - this was false. They said that the Audit Log would show a change even if none was made - also false. They could not tell me what they changed. They filed tax registration with a state and denied doing so! I don't have the paperwork and can't get it. There's much more! They should not be in business. If you're looking to pay significantly more taxes than you owe, need them to file registrations on your behalf without your authorization and then deny it, and need your Quickbooks transactions randomly categorized, then CBH is for you. Run, run, run!

From the owner: Cherry Bekaert is among the nation's largest certified public accounting firms providing…read morecost-effective tax, audit and advisory solutions globally.

Summerville Tax & Accounting came to me as a reference from my company's bank. This young lady…read moreknows her stuff and knows it well. She leaves no stone unturned and determines how to approach a financial situation with the best outcome possible. She is also most affordable, and you get a free time-limited interview (when properly scheduled and upon availability, i.e., during tax season vs. prior to tax season) where both parties can determine if it is the right fit. Ours was so much I had her do my wife's taxes as well as my business. I genuinely have never felt in good hands as I am with this firm at the helm of handling our taxes for business and personal purposes. She also has a staff par none. They stay on top of all communications and always follow up and follow through.

From the owner: Specializing in: - Accountants-Certified Public…read more- Accounting Services - Financial Services