Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

I have used Andy for 5 years now. He does my taxes each year and also he is there to answer…read morequestions any time they come up during the year. He's the best.

What started out as an encouraging phone call about back taxes, ended up, dragging on for months…read moreand him losing my business. I'm not sure exactly what happened but my tax returns were supposedly completed over two months ago and I can't get this guy to return my phone call. I booked meetings with him and then he doesn't answer. He seems to always have an excuse why he isn't available, stomach trouble, busy and the last time I spoke to him, he said he was holding my tax returns for payment, but he had never even given me a bill. I don't know if he has dementia or what's going on, but this was extremely frustrating and a huge waste of my time.

I attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

This place is the real deal…read more I had the pleasure of scheduling a 1:1 resume review with YourNextJump's Tim Lo and had no idea what to expect from a call session, which is typically extra fluff just to fill up the airtime. I had sent in my linkedin profile as well as resume prior to the meeting so Tim had the time to review my profile. Right off the bat, Tim went straight into commenting on my resume, pointing out a few things that stood out to him. After inquiring about the type of jobs I was looking for, he then proceeded to make a few suggestions on how I can better present my resume while emailing me several resume samples and templates as guidance. I walked out of our first meeting feeling more supported than ever. I can see how job searching and resume updating can be a lonely, hard and long journey so it's great to have a service like Your next jump that can help you feel better on that road. Kind of like Job search therapy with tactical solutions. I highly recommend Tim's services to all jobseekers out there. He is empathetic, intelligent and to had a great sense of understanding of what I was hoping to get out of this and as a result, he more than delivered!

Indigo Compliance has provided outstanding safety leadership and support for our manufacturing…read morecompany's safety program since 2010. Wally Steidley and his team are extremely knowledgeable and well-qualified in all aspects of safety and regulatory compliance. They take a pragmatic and individualized approach to safety that leads to meaningful improvement, not just having a safety program in name only. They take the time to understand our environment, get to know our employees, provide timely training, and proactively identify safety deficiencies along with practical solutions. We are very pleased with the service we've received from Indigo Compliance and highly recommend them to other companies. Jerry Beaty Fittings, Inc.

I have used Indigo Compliance to manage our safety program since 2007. They have been excellent…read morepartners for our operation and I have referred them to many of my fellow business owners looking to manage their risk, and develop a strong safety program that is more than a document on the self somewhere. Wally Steidley developed great rapport with my lawn technicians and got them to take safety issues very seriously. I highly recommend Indigo Compliance & Risk Management.

Used these guys for several stores and the only people that will make money when they operate your…read morebusiness is them. They overcharged on many things and your business will run at a loss so they can take all the money. We kicked them out of our stores after a couple months.