Our former CPA has health issues and we needed to find a CPA soon. I found Newcastle CPA due to…read moregeographic convenience. Karen was able to step in and prepare our taxes. She did a great job and guided us on future planning. I'm a believer in small businesses, they treat average us Average Joes like we're their most important clients. Great Small Business Service.

Bait and switch. The second year I used them and the last. First, they ask you to sign a retainer…read moreand give you a quote of $750 - $1500 for business returns and you must put $500 non-refundable down. Then come back with a pre-defined PowerPoint with a minimum price of $2,500. Next, they will never tell you when your tax returns are completed or give you an estimate. I asked them over 10 emails if they could give me the month and they have yet to say they could. So they actually wait until the very last day to file. This happened to me. I also believe I went through 4 different CPAs from my original chat in March to Now September 2023. Don't believe the hype. Find a local CPA who actually cares. This is a horrible service and company.

I was recommended to speak to Charlene after my taxes were super complicated for 2020, and in turn…read moreI would recommend her to others. I am so grateful for Charlene and her services. She was tremendously helpful; and better yet her price was unbeatable.

As I started opening a small business since 2013 in Bellingham, we were referred to this agency…read more It is wonderful team because I can get replied any questions as I need immediately. I also referred my sister -in-law to come with this agency when she wanted to shift her old accounting agency in 2014. it works well until now. The team is professional and Mrs. Tam is on the best at CPA job. 5 stars plus should be scored.

This is my second year working with A+ Tax & Accounting…read more Tam is super friendly and happy to answer all my questions. I felt like she was very knowledgable and she completed my tax return super quickly! I showed up with my parent's taxes as well and she didn't hesitate to help me file them, too. When I had questions after I left, I text her and she returned my call right away. Highly enjoyed working with her and will return next year!

Wow! Charles Grass is unbelievably unscrupulous. Worse yet, he bullies and discriminates against…read moregood people such as women, colored people, and the disabled. Upon first meeting, he misrepresented himself and his fraudulent services. I should have seen the red flags from the beginning when he spoke rather condescendingly to me. I'm a disabled man so I missed many other initial cues. He took advantage of me as a disabled person. That's discrimination. My sister, who had used him separately, had also been swindled by this man. She too had spoken about his condescending manner. Again, this is bigotry. To our detriment, we trusted him with basic taxes. Keep in mind that I said "basic". What a huge mistake. He "nickel and dimed" us with many unauthorized charges. This "nickel and diming" added up to be in the thousands of dollars. He hadn't attempted any communication during this process. When done, his charge was in the thousands of dollars. He charged more for swindling me than I saved in taxes. This is either bigotry or gross incompetence. Either way, it's unacceptable. When I confronted him over the phone, all he had was a pile of excuses a mile high. He then resorted to verbal bullying and condescension. Can you believe that. Mr Grass resorted to bullying a disabled man when confronted with his fraud. This man is incompetent and a bigot. I cannot recommend this crook for any reason.

UPDATE APRIL 23, 2023:…read more BETTER LATE THAN NEVER/ SELF-EMPLOYMENT SHAFT In my original review, I said "more on that later" re: my original estimate for my 2018 taxes being $1580, but the actual damage was $655 ($925 less!). I failed to say that that's because I had no more "self-employed" paper route. (side note: newspaper delivery is still legally classified as "self-employment", but it's actually "employee without employee rights") The point is, if you are self-employed, the tax prep fee is going to be higher. INVESTMENTS ALSO WILL DING YA In this update, I would like to say that my 2019 tax prep fee was $885. The $230 uptick in fees(from $655 in 2018) was probably because that was the year I did my first investment rollover. If you have investments (IRAs, annuities, 401ks,etc.), your tax prep fee will be higher for that as well (especially if you have a slush fund...;). Therefore pay no attention to these outfits that offer to do your taxes for "free." That's only for people with simple tax returns with no self-employment, no investments, no property holdings, or any other complicated financial scenario that could give your accountant headaches! DID COVID "STAY HOME" ORDER GIVE PEOPLE TIME TO DO THEIR OWN TAXES? My 2020 tax prep fee went down again to $540 (a $345 downtick from 2019) possibly related to the initial two week COVID-19 WA state "stay home" order from March 23, 2020, which was extended to May 31, 2020. The 2021 fee was an identical $540 (COVID lag?) But starting this year with the 2022 taxes the tax prep package recommended sending in 1/2 the amount I paid for the 2021 taxes ($540/2 = $270) as an advance deposit. So I sent them the $270 deposit. But when the taxes were ready, I looked at my 2022 printed copy, which showed their fee charges failed to take into account the $270 deposit I already paid. They corrected that when I brought it to their attention. But the total fee still owing was $405. So $405 plus $270 already paid = $675. Why the $135 uptick from the $540 charged in 2021 and 2020? I was told that that their rates were going up. Perhaps the somewhat improved economy since 2020 took away the luxury of time at home to do one's own taxes, and instead allow people the luxury of paying accountants to do their taxes.

David was very helpful and personable. He took time to answer my questions and explain my options…read moreso I understood them. Would recommend to anyone.

I had some one-off questions based on a letter from the IRS and David was super kind and…read moreknowledgeable in answering my questions. I would not hesitate to use his services in the future!

This review is re: professionalism in follow up, a skill I consider critical for professionals…read moregenerally, but especially accountants who are supposed to be detail-/deadline-oriented. We had exchanged e-mails last week, Mary had offered two potential times. I e-mailed back saying that one of the times worked, giving both my Skype name and telephone number. I never heard back, but assumed that we would be meeting, since she specified a date and time. I had cleared my morning schedule to meet, and waited...and waited. I didn't hear anything, so I called her office twice, got no response. Finally, I e-mailed her, and received this response back: "Sorry, I've been swamped. After further thought, I don't believe I have capacity for this work in 2019. Good luck with your search. Thanks for contacting me. Mary" Not being able to work with a potential client because you have too much work? Totally understandable! Not saying this upfront while offering meeting times, then being a complete no-show at the time you suggested, while simultaneously not being reachable via phone? Very unprofessional.

Mary has helped many clients of mine with issues of foreign income tax and multi state returns…read more She has a wealth of experience and you just cannot go wrong with her. Plus she is kind and thoughtful.

I have been meaning to write a review for Isaacson Tax & Accounting for awhile now..but it slipped…read moremy mind. I was delightfully reminded today when I received an email for SOMEONE ELSE'S TAX RETURN for the SECOND TIME THIS YEAR. Yes, you read that right, this is the second time they have emailed me about someone else's refund/information/ect. My experience in 2018 is still being passed around my family & friend group because it's so unbelievable. I had my first big year (2017) of basically full time-freelance money on top of my full-time job, so I thought I would seek a professional's help. I was super organized with passing off/organizing my paperwork & expenses, but was greeted with 21 questions/judgement on why I "did hire an employee to manage all my stuff" (again, my first and only year I have done that much work) I stuck it out with her office though and was transferred to a really nice man who put my return together. After I sent a payment to the IRS because I owed, I was NEVER invited in to go over my return in person or sent my return paperwork via mail. The only contact I received after payment was 2 notifications saying they needed to "extend" my return. As time went on, I was planning a wedding, and grabbing my return copies completely slipped my mind... Until 2019, when I decided to do my taxes with my husband. We found out that my taxes that I hired Cindy to do WERE NEVER FILED. The IRS told me to file a complaint. I called Cindy's office multiple times, leaving multiple messages asking for my return & what happened...she NEVER returned my call. I finally got ahold of her and she was extremely angry and rude on that phone claiming "she was too busy to deal with this and would look into finding my paperwork later". A month went by, as tax season came to almost an end, and I was able to reach the lady at the front desk who seemed embarrassed by the whole situation and pulled my paperwork within 30 minutes. I drove up to the office, where Cindy greeted me with my paperwork acting like nothing was wrong. You know, I was only picking up my 2017 tax return paperwork in 2019 that was never filed. No acknowledgement... There is no excuse she could use for this experience. If I could give 0-stars I would. I am sad I didn't pass this information on sooner, but thanks to an email meant for someone else - I was able to write my review.

She is fabulous, very through and knowledgeable. I feel very fortunate to have found her, and, it…read morewas from Yelp reviews. She has helped me straighten out a stolen identity situation with my taxes from 2016, she knew immediately what had happened to me. She is calm and patient, I highly recommend Cindy.

We have had Schram do our taxes, both personal and business, for a number of years. This year, they…read moretold us that the person who usually does our taxes was not available. It took quite some time for the very rude receptionist to tell us that she no longer worked there. We were assured that the new person would take care of things, just like always. Except, we could never get ahold of her and we couldn't schedule a meeting until after tax day. When we finally got to meet her, she had no idea why we were there, and was not at all familiar with our return. We will be taking our business elsewhere.

Our tax preparer retired and sent his clients to Schram and Associates…read more We had them prepare our taxes for 2 years. The second year for the same amount of billable hours they increased their tax prep fee 145%, which was very concerning for us. We asked for a review and that they would please find a way to lessen the fee. Their response was basically "no", " Your increased fee is not due to increased billable hours; it is due to correctly charging for the hours incurred by our firm". Also, after filing an extension for us, we had our information to them by early June and it took until early September for them to prepare our taxes. We checked in with them multiple times to check in on the progress of our return. We would not recommend them based on the price and their lack of expediency.