Made the mistake of giving this firm a try, they dont know what theyre doing and couldnt get my…read moretaxes accepted for 4 years. i was "stuck" with them or would have bailed long ago, lazy and full of mistakes and excuses for mistakes. having worked with dozens of accountants theyre incompetency is very evident. Now the fun task of getting reimbursed legally

This is our first time using their services and it has been a nightmare. We normally file our taxes…read moreonline, but wanted to use their services because of some changes in our tax return and we wanted to make sure that everything was correct. They assured us that everything will go smoothly. This year (2020), we received a notice CP81 stating that they have not received our tax return for 2017. I immediately called and spoke with Carolina T. and she advised that the system crashed during the time they filed and she said she will issue a refund. She also advised that she will re-file the same day (7/23/20) and she sent me a confirmation email that it was sent. I called the IRS again, hours and days later, and they advised they did not receive it. When I called back to Carolina T. at the CPA office, she indicated that it was filed and it will take some time for it to show up on the IRS side. Well it's now 11/20/2020, and we received another letter from the IRS. The same notice CP81 indicating that the 2017 taxes were not filed. In Summary, I don't believe the story that the system crashed and somehow lost our information or the filing didn't go through. If that was the case, why weren't there blast email or notice sent to people indicating this. Also this is the 2nd time they advised they filed electronically and apparently it still did not go through. I waited to write this review, because I honestly thought this was an honest mistake and out of their control, but now I realize, this is not a good business to work with. Although we did receive a full refund back for their services, this issue is still not resolved, and more and likely we'll probably be paying back interest. When asked if they will be paying the interest, she stated (back in July), that the refund should cover the interest cost if any. This is unacceptable. I was better off using Turbo Tax or H&R Block. I paid the higher amount for ease of convenience and quality. I received neither.

No one wants to deal with taxes!! Ms. Craft is the consummate professional. She's dedicated and…read morehardworking. She's knowledgeable and gives good advice. I trust and appreciate her services. A+ in my opinion!!

I love working with Catrina she is pleasant, professional and provides on time reports for us…read more We would recommend her to anyone who is looking for a CPA.

Laurie is amazing! ! She took my books from being a mess to being perfect. She is a quickbooks pro…read moreadvisor and we have developed a friendship as well. She is the only accountant I would ever use !! Give her a try yiu won't be sorry

If you value your money, time and energy DO NOT use this woman. I left because of constant lack of…read morecommunication, constant errors on my returns and eventually when I decided to leave, in childlike form, she gave me zero access to my quickbooks information that I legally paid for so my new accountant had to start from scratch during the dead middle of tax season. Upon finding a new CPA, it was brought to my attention that she's not even a college educated CPA. You're probably better off going to H&R Block. I'm legitimately not trying to be petty but it's an absolute nightmare with her. I overpaid in taxes every year. I was so far paid up that when I started with my new CPA, I was told to not make a 1st quarter payment because I had paid so far ahead. Completely unprofessional in every sense of the word. Keep your money and skip the headache.

Very thorough. They will give to you straight and blunt. I recommend them for anything small…read morebusiness.

Kathleen Wells and Patrick Lites have both been amazing! I agree with the other post wondering…read morewould write such horrible reviews. We were in a bad place with a full services firm (planning, preparation, bookkeeping & payroll) that not only didn't do what they were supposed to do, but made a ton of detrimental mistakes and wrong filings with the IRS. L & M not only cleaned up our books quickly, but jumped on it taking care of everything to clean up the mess balancing things to the penny (as they should be) and correcting the federal and state filigs, as well as our employee W2's. They have been extremely responsive, on top of things, thorough, kind and patient with my limited understanding. To say they've been a GOD SEND it to put it lightly. I HIGHLY recommend this firm.

I was really surprised to see the negative reviews. They were so negative that I think they're…read moreeither bogus or there is something else going on. I have used L&M Bookkeeping & Tax services for my personal and my business for years and they have been nothing but great. Service is impeccable and they've helped me in every way possible. Have their been occasions when they didn't call me back until the next day? Sure. But they always got back to me and they always came thru when needed something. Like I said, I've used them both personally and professionally for years and plan on using them for many more years. : )

Manjula answered the phone right away when I called her in a panic after receiving a letter from…read morethe IRS. She said I could come to see her that same day. She immediately put my mind at ease and we sent an amended return with corrected information to the IRS within a week. Because of her hard work I ended up getting $60.00 dollars back when originally they said I owed them a ton.

Manjula helped save us from a bad bookkeeper. She did a FANTASTIC job on our taxes. She is very…read moremeticulous and accurate. She is helping us to straighten out the bad 2019 taxes that our previous bookkeeper did. Do not make the mistake of using a non-professional for such a critical part of your life. Go see Manjula Modi. the Parrish's

STAY AWAY FROM THIS "CPA"!! I hired Marty for my business tax return and experienced nothing but…read moreproblems throughout the process. Poor communication and poor customer service was the last thing I expected after paying Marty a premium price ($3000 for 2017 return and $300/mo IN ADVANCE for the 2018 return) for what should have been a fairly simple tax return . Marty and his firm failed to pay attention to any of the information that was given to them, they overlooked a $70,000 write off that was specifically pointed out to them in advance, filed for an extension over a month late (costing me a $400 penalty which they would never address despite numerous emails and messages left) and threatened to cancel their services the first time I expressed any frustration. Mind you they were informed in early February that I was in the process of buying a home therefore filing on time was crucial. On 2/13/18 Marty let me know that they had began working on the return. One month later on 3/13/18 he emailed to say he was running behind and would be filing an extension (deadline is 3/15/18 for an extension). On 3/27/18 he emailed to say that the return would be completed and sent for review within 2 days. 6 days later I received the return which was missing $70,000 in depreciation write offs and had mistakes where he "assumed" that partial taxes had been paid mid year, mind you he never asked, he just input numbers he thought should go there. 4/9/18 I confirmed that all revisions were correct and that I was approving the revised return to be filed, Marty said he would get it done (We were scheduled for closing by the end of April and Marty knew this). 9 DAYS LATER I get an email confirming that an EXTENSION (not the return) was filed on 4/17, 34 days after he initially claimed an extension would be filed, and 32 days after the deadline to file an S corp extension. This is when I began to really question his abilities and his word. Marty had no concern for my business or personal needs and he had no concern for how this was going to affect my home purchase. On 4/18 Marty said he would E-file the return the next morning and scheduled a call for 4/23 to go over my concerns. He skipped the call on 4/23 and never filed the return on 4/19 despite sending an email claiming he had. My return wasn't actually filed until 4/27/18, 73 DAYS AFTER he began working on it, and only 1 day before closing on our new home. Marty was paid over $4000 for his services and fell short every step of the way. On 8/13 I received a letter from the IRS letting me know that Marty never filed the proper forms for our business classification. When contacted, Marty initially said he would resubmit the forms but then never followed up with us. We had to reach out to the IRS directly to resolve the issue. On 10/18 I received a letter from the IRS that Marty had failed to file the return or the extension on time and that I owed a fine of $400. Marty was emailed and called and I left messages with his secretary. He never responded to me in any way. This should tell you everything you need to know about his professionalism. We only hired Marty because he claimed to specialize in business taxes and we wanted someone knowledgeable to make sure we didn't have simple mistakes and screw ups. In the end I could have gotten better service from H&R Block for a lot less money and stress. SAVE YOUR MONEY & AVOID THIS "CPA"!!!

I have worked with Marty and his firm for the last several years. He has been more than a CPA firm…read moreto us. When we started working with his firm, our company was not performing to its peak potential. Marty helped me create a strategic plan to increase profitability. When my business partner decided to leave Marty helped evaluate the firm as well as helped with the buyout. As we completed the buyout, Marty reviewed the exit strategy options for the company and provided strategic thinking in the conversion to an ESOP. His advise helped me make more money while operating the business and helped me pay less tax upon the sale of my company. Marty and his firm continue to be a great asset to me and the company. I would highly recommend this firm for your needs.

The firm does exist as a PC. The phone number and address are correct as listed. He is a very…read morecapable tax preparer and financial advisor.