Greg is fantastic. He communicates well and Very quickly. He also explains everything he's doing…read morewhich is great for me because I do not understand accounting at all.

Greg provided awesome service and great communication and had a reasonable fee! We really…read moreappreciated his knowledge and expertise and he saved us a lot of wasted time we used to spend on tax prep. Thank you Greg!

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.

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 met with Chuck and I would agree with the other reviewer that he is a bit condescending​ as if I…read morewasn't well prepared enough for him with my spreadsheets​, last years returns, notes, 1099 forms, deductions organized in a spreadsheet​, etc. He seemed very disinterested in helping me with my taxes which prompted me to, at the end of our meeting, ask "is this something that you're comfortable with taking on" to which he replied (very aloof) "yeah but not until May". There were a lot of mannerisms​ like, scratching his head in frustration​ and dropping his hands on the table as if to say, this is ridiculous​. I felt as though I was wasting his time when I drove to his office and am more than prepared to pay his $300 per hour rate. Eventually​, while trying to set up​ a time/date in May he told me that he has changed his mind and no longer wants to work with me. I believe it to be because​ I corrected him on the dates that he sent me to schedule from. He had sent me an email saying that he is available May the 10th, Friday but, May the 10th is a Thursday. So, I simply wanted to be clear on which date to schedule. I am sure that he didn't like being "corrected" even though I was nothing but courteous​ with him the entire time. Most of my emails began with, "thank you again for taking the time to meet with me" and ended with "I appreciate​ your assistance​" etc. Basically, things he should be saying to me as the client (not vice-versa​). Instead, he was short and uninterested in his responses and in our meeting. I felt uncomfortable and judged as if I was some kid that didn't know what I was doing and it was up to him whether​ he wanted​ to waste his time with me or not. In the end, I guess he chose to not. I'll be more than fine, I'm actually​ very well versed in business income, deductions, tax forms, spreadsheets​, etc. I really don't need to be made to feel that way especially​, when I am educated​. I'm not at all surprised that he declined to help me with my sole proprietorship​ taxes given his demeanor during our meeting and via email. He must make more than enough money than to deal with someone who can easily pay his asking rate and has all of his documents organized and available.

AWFUL advisor. Also, I question his knowledge about certain things. First off, I went to him to…read moreopen an investment account for just me. The first meeting, I was alone and the next meeting I was accompanied by my husband. After that McGrath took it upon himself to add my husband to the account...Why?...Because the "little lady" could not possibly have this account on her own. Here's what, because of my husband's residency status at the time, legally he could not be on the account. I had to put together a legal opinion letter for McGrath. Also, his own company told him my husband could not be added. In addition to not being very knowledgeable about certain things, the documentation he requires has not been required of me by any other financial advisor, in my life. He wanted to see tax returns (I never provided because I didn't go to him for CPA services); he wanted a copy of my driver's license AND a copy of my business card. Really?? Can you say "potential identity theft landmine!" I can't help but wonder if he was either being nosy or suspect (like he couldn't believe that I did what I did for a living). I often wondered if he treated ALL his clients like that.

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.

After sending an inquiry for services, Scott responded via Yelp and requested I give him a call to…read morediscuss the needs. Upon speaking to Scott, he listened and provided great feedback. Scott was personable and took the time to hear my questions abd provide his opionion based on experience; of which I appreciated. Thank you Scott.

I have worked with Randy and Don both for my business and personal accounting and tax needs for…read moremany years, Randy, Don have been wonderful advisors and you can't forget Louise. I highly recommend this firm.

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.

If I could give zero stars, I would. Avoid this accountant at all costs…read more My family hired William Mease of Master Accounting and Tax Service to help with my elderly mother's taxes. She is in her 70s, has dementia, and needed a professional who could patiently and competently navigate the process. Instead, we encountered an accountant who was lazy, dismissive, and shockingly unprofessional. From the very beginning, Bill failed to read or absorb the information I provided, forcing me to repeat myself multiple times. Rather than listening or problem-solving, he fired back condescending emails filled with attitude. At one point, when pressed for guidance, his response was: "There is nothing further I can do for you. You will need to find a tax preparer that doesn't know what they are doing in order to get the return filed. Good luck!" That's right -- instead of doing his job, he essentially told my family to go hire someone "who doesn't know what they are doing" if we wanted the return completed. What kind of professional speaks to clients like this? This wasn't a one-off slip in tone -- it was a pattern of arrogance, laziness, and outright neglect. Bill showed zero compassion for my mother's condition, no willingness to problem-solve, and no respect for our time or circumstances. He seemed more interested in blaming us than actually providing solutions. An accountant's role is to help clients through complicated situations, not abandon them when things aren't simple. Bill made it clear that he doesn't have the patience, professionalism, or empathy to handle real-world clients with real-world challenges. Prospective clients: take this review as a warning. If you entrust your sensitive financial matters to William Mease, expect rudeness, blame-shifting, and zero accountability. There are plenty of capable, compassionate accountants in Arizona -- do not waste your time or money here. EDIT: I appreciate that Mr. Mease took the time to respond, but notice what he doesn't do: he never denies sending the unprofessional tirades I quoted above, including telling my family to "find a tax preparer that doesn't know what they are doing" and ending with "good luck!" That's because he did say them, in writing, and his response here conveniently sidesteps his own words and tone. Throughout this entire process, my messages to him were cordial and respectful, even as I had to repeat myself multiple times. His replies, on the other hand, were consistently dismissive, combative, and unhelpful. The problem wasn't that he insisted on accurate information -- any competent accountant should. The problem was his failure to communicate, failure to read the documents provided, and his repeated choice to lash out with condescending emails instead of guiding us toward solutions. Professionalism isn't just about refusing to "compromise integrity." It's also about having the patience, empathy, and communication skills to work with clients in difficult situations. Bill demonstrated none of these qualities. His responses showed the emotional intelligence of a toddler -- reactive, defensive, and incapable of constructive dialogue. So yes, I absolutely stand by my original review: if you're looking for a professional who will handle your financial matters with competence and respect, look elsewhere.

I had a nightmare of an experience with a different tax service that wouldn't answer my phone calls…read moreonce I dropped off my tax documents in March and waited until the last minute to file and fired me as a client the day of April 18th even though they promised to file an extension if it was needed...leaving me without my original documents and nothing done the day everything was due. Luckily I had made physical copies before dropping off my documents to that other service and I found these guys on Yelp. Evelyn was very friendly and booked me an appointment right away and offered their help to file an extension and prepare my taxes at a later date. Bill saw me in person hours later to explain everything and what to expect. When he saw how simple my filing was he offered to do it right then and there so it would all be resolved. Despite hitting a few roadblocks with getting all the information needed from me, he patiently helped me figure it all out and ended up getting it all filed. After a horrific experience elsewhere and this office's kind and quick service, I will be returning here in the future. Instead of being insulted and ignored, I was treated with kindness and respect even though I am not a big money account. Bill managed to do in an hour what my last Tax Service couldn't get done in a whole month. Thank you!!!!!