I recently moved to Nashville and was looking for someone to handle my tax return. Previous…read moreaccountants I have worked with have caused unnecessary headaches, inducing stress at the thought of having to now find a new one in my latest place of residence. I met Amy Phillips (the owner) and decided to go ahead and give her firm a try (I had nothing to lose was my line of thinking). I can honestly say I had an amazing experience! Very professional, so speedy, documents were confidentially handled (one of the problems I have had in the past that made me hesitant in the first place in my search), rates were very reasonable, and Amy was very clear in addressing all of my questions, prompted me for information I hadn't initially given that was worth noting, etc. Overall, I am glad to say my anxieties and concerns have been overcome and I don't have to worry about who will handle my taxes in the future. I'll be using Phillips, CPA!

When it comes to getting your taxes done in a timely manner- Personalized is the way to go. After…read more6+ years of using Donna each and every year what I pay in taxes has gone up. Which is by no means her fault. But when I sought out for guidance on recommended approaches to avoid paying out so much i get vague, short, and unclear responses. Example: "pay more each pay check", or "up 401 some".. for someone like myself who is not knowledgeable on taxes and assuming the "personalized bookkeeping" would give me somewhat specifics she has failed to do that. 2016 will be my last my year using her. If you truly want personalized and someone to help you this isn't the route. If you want a quick turnaround then she can def so that. The day after I posted my review I get this email.. again instead of improving I get "that's stupid". Again not very specific and this was 2 years in a row I asked for guidance on what I should do differently.. see below. Email: Subject: Really Wee you made "$x" took only "x" withholding please don't have a reply to this. That's stupid you need take it off Thank you Donna Kalinowski Blackwell, Enrolled Agent Personalized Bookkeeping & Tax Services, Inc 2334 N Mount Juliet Rd Mount Juliet, TN 37122 Phone 615-773-2736 Fax 1-866-343-8726

It was a different experience working with this firm. We had to wait as there was a person already…read morewaiting in queue past our appointment time. On top that it was a hurried tax file process: No introduction when we sat and no room to clarify our concerns at the end. We left the office unsatisfied and with much dilemmas. However, after we got back; I looked into the reviews of the firm and was not much surprised from the responses provided which we also got to experience in person. I emailed a question which I never heard back which led me to consult another tax consultant. The major disappointment occurred when my wife called regarding the return we were expecting. Could not expect anything worse for the day with zero people skill. That would be our first and last visit to the firm.

I have been using this firm to do my taxes for about 8 years now. It is a family business, which I…read morereally like, and mostly women, which I like supporting. My accountant is Natalie Hybert, and she is everything an accountant should be: detail-oriented and someone who is able to make deadlines (even when I am less than stellar about achieving these goals). They send out a form at the beginning of the year to fill out that really makes gathering your information easier, and it has questions on it that could translate into deductions you might not have realized you could take. They also e-mail bulletins with information when the tax laws change, which is very helpful. Besides just doing your taxes, they can also help you with estate planning or going over your holdings with a mind to minimizing your taxes. UPDATE: As of May 16th, they have moved to the Hill Center in Green Hills: 4015 HIllsboro Pike, Suite 207, Nashville, TN 37215. Google maps has not been changed yet.

We just got our taxes done again with Oakley CPA and couldn't be happier with the experience!!…read moreThank you, Andrew!

Imagine not stressing about your taxes! This past month, my…read morewife and I, being last minute kind of people, have been super stressed about getting our taxes done and, being new to the area, we didn't know who was going to help us, with lots of knowledge and affordable prices. However, after today, that is a look into the past. Today, my wife and I came to Andrew Oakley to get our taxes done with a little hesitation as his prices and qualifications seemed too good to be true, especially for squeezing us in last minute. Not just did Andrew Oakley have the skills to deal with our annoying complicated taxes, from our multiple jobs to self-employed endeavors (like door-dashing, which we both do) but he also was just overall so friendly and nice to us. He helped us get the most back on our taxes with also cracking a few jokes here and there. I can't thank Andrew Oakley enough for the stress he took off our shoulders. Starting today, we will be back every year and even when we move cities at some point, we will take advantage of his 1-on-1 zoom calls he does as well! Thank you so much!

I had a planning call with Valerie this morning, and I'm always reminded why I trust her with my…read moreaccounting needs. She gives clear, thoughtful advice and proactively maps out what's ahead so I can make smart decisions for the coming year. She stays on top of what's changing and what's on the horizon, which makes it much easier for me to plan without second-guessing whether I'm missing something. It's a huge relief to have a CPA who truly takes that burden off her clients. Highly recommend Valerie for anyone who wants a knowledgeable, forward-thinking accountant who genuinely looks out for them.

I have discovered Valerie Kemp and Co to be nothing but professional, efficient, knowledgeable…read more very communicative and trustworthy!

It is rare these days to get personal service. Especially as a small business owner. I was…read moreimpressed from the start with a personal letter announcing services and interest in working with me. I felt ignored with my current CPA at the time and called Fahad right away. From our initial conversation to our first meeting, I felt my issues and needs were not only being heard, but that he cared about making this crazy part of my business seamless, worry free and easy. And that has been the case on every level. From being totally accessible for any questions or concerns, anytime throughout the year, to the actual tax return process itself. I am grateful for his services and care and highly recommend you reach out!

I had a very costly and disappointing experience with this accounting firm…read more My sensitive personal and financial information -- including bank account information, addresses, Social Security numbers, and other records -- was released in a July data breach, but the firm never notified me. I only learned about it in October from an outside source. I then had to freeze my Social Security number and change 18 bank account numbers to protect myself from identity theft. I provided my tax information with plenty of time to file, but due to last-minute requests and inconsistent instructions, my taxes were ultimately filed late, resulting in approximately $60,000 in delinquency fees and penalties. Based on my experience, I cannot recommend this firm.

Fabulous, reliable, honest services from a great team! They've really helped me manage my dad's…read moreaccounting from a distance, as I live in Los Angeles.

Jeff prepared my 2024 tax return. Very professional, very fast service! I would recommend!read more

Jeff was a pleasure to work with! He handled my tax return quickly and accurately. Great guy,…read morehonest, and charges a fair price. I would recommend him to anyone!