Mr. Cowin, the new owner, is highly professional and experienced. He was patient, provided…read moreoutstanding service, and answered all the questions I had regarding my tax issues. I highly recommend his firm and am pleased to have an accountant that I can trust.

From the owner: Accounting Services Business Start-up…read moreTax Preparation We work with the following software: Sage 50 (formerly Peachtree) Quickbooks Quicken

I've been meaning to write a review here for a while and there is so much I want to say. However,…read moreI'll try to keep it short. We started having our taxes done here about 6 or 7 years ago. We're a military family and although we have moved from the area, we are still able to send everything electronically without problems. In fact, the service is so prompt that I'm usually the one lagging when it comes to signing documents :-) The rates are beyond reasonable, the staff friendly, and the quality of service.... well, it is outstanding! I highly recommend taking your taxes here if you want a professional that looks out for your best interests.

It is so nice in this day and age to find someone that really cares and goes out of their way to…read morehelp you solve your problems with tax filing. I cannot say enough about this woman. She is knowledgeable, efficient, caring, and in my mind exceptional. I would recommend her to anyone! She blew me away when she contacted me after helping me to make sure everything went okay! Who do you find these days that does that and goes the extra mile. She is very professional and kind!

Positively the greatest group of accountants we've worked with yet! Honest, helpful and fairly…read morepriced, response time is great too. Tremendous expertise; they represent us for our business and personally as well. GigaSoft Development, Inc.

From the owner: We protect your wealth…read more At ATC Wegge, Ltd., in Grayslake, Illinois, we bring personal attention and friendly customer care to tax and financial services. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Contact us today for more information!

Do not use? They made an error on our 2023 taxes and will not refile. The error was definetely on…read morethem. They will not answer our emails or phone calls.

Not punctual with filing deadlines. Poor communication and response times. Most importantly, not…read moretransparent and not forthcoming when issues arise. When it comes to something as important as your financials and taxes, simply not worth the risk. --- My previous CPA (CSA Accounting) was wonderful and I had used them for many years prior. Hamilton Tax and Accounting acquired that practice halfway through 2023. Onboarding calls and meetings were promising in that Steven and the new team seemed relatively organized and knowledgeable. The service rates jumped up significantly (more than 2x the cost!) but I didn't want to go through the trouble of finding a new CPA. So I thought OK, I'll pay the convenience premium here and give the new owners a chance. What a mistake that was. Let me walk you through the nightmare that was my 2023 tax filing experience. I'm an organized person who is familiar with key dates and always try to err on the side of getting things submitted early when possible. Feb 21, 2024 - I submitted all of my relevant 2023 documents. Mar 26, 2024 - They requested some clarifying information and indicated I should still be on track to complete filing by Apr 15, 2023. Great. Then I get really busy and kind of forget about taxes since my taxes are not complicated and they have all the necessary documents now. Jun 4, 2024 - My spidey senses start tingling, so I reach out to get a summary of my tax return. They indicated that an extension was filed. Ok, maybe they got busy and needed more time. Fine. Jun 12, 2024 - They share a draft copy of my tax return. Now I'm getting worried and think they just completely forgot to file my taxes until I reached out on Jun 4. I sign and they complete filing shortly after. Suspicious. Jul 6, 2024 - I receive a notice of late filing from New York, where I reside. It includes a hefty late filing penalty ($800+) so I reach out to ask WTF happened here. Time crunch is at play now to file an appeal in time. Jul 12, 2024 - I start reaching out in other ways because they are not responding to me proactively and the time crunch is still at play. Jul 16, 2024 - I check in again as I still do not have a clear path forward. They say they are reviewing something and creating a letter for me. I should receive a copy later that day. A letter? What? Jul 18, 2024 - No letter yet, so I reach out AGAIN. Now I'm PISSED and escalate in all channels available to me. Jul 19, 2024 - They finally upload a letter with some meek apologies, asking that I send this in as the appeal. I quickly file the appeal with maybe 1 week to spare. Cutting it close, but phew. After reading the letter I just submitted more carefully, I then realize the letter is basically worded to request forgiveness and an abatement of the late filing penalty. Huh? After I reached out again to inquire about the wording, I was finally told that an extension wasn't filed with NY state. They filed an extension for me federally and most states accept federal extensions, but NY state is one of the few that does not and requires a separate extension filing. So they basically were not familiar with NY rules and completely bungled my tax extension filing with the state. So much for tax professionals. Time to find a new CPA. Nov 27, 2024 - This whole situation is finally resolved and NY state was gracious enough to waive my tax filing penalty. I got lucky here because they did not have to waive it. --- What a saga. A whole year has almost gone by and finally I can put my 2023 taxes to rest. I completely understand that mistakes happen and we are all human. However, the way they handled the situation was with poor communication and a lack of transparency. I had to do detective work to piece together where they messed up. I'm convinced that they were hoping I wouldn't notice and the issue could be swept under the rug. If they treated my issue like this, I can only imagine what other errors they are not forthcoming about on tax accounts. If you're still thinking about using their services, just know that you've been warned.

We originally went to round lake for taxes but tried using another location for last season due to…read morebeing a little closer to our house. It's been 2 months and haven't received them. So we went back to round lake to fix the problem and Rubi as always, is super helpful, she helped fix previous tax years. We appreciate all the help she's given us. I 100% recommend round lake over any location. Thank you round lake and Rubi for all you've done for us. You don't be disappointed with the service.

Although I am sure all are nice in this location I am partial to Windy. I have been going to see…read moreher for over 5 years. She is fair, fast and fabulous! I truly cannot praise her enough. I no longer dread tax time instead it's like I am going to visit a friend. Book your appointment now.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

I have worked with Jeff for the last 3 years, and my experiences with him and the Padgett staff…read morehave been wonderful. I always have a tight window for filing my taxes because of my travel schedule and my desire to file as early as possible. He's very communicative and gets the job done efficiently, but still with attention to detail.

From the owner: Welcome to Padgett Business Services in Grayslake, IL. We can help you and your business in the…read morefollowing ways: Small Business Financial Services,Tax Planning & Preparation, Payroll Services, Financial Reporting, Business Advisory Services. Call us today to set up an appointment!

First of all, want to say that I'm one of those people who does their own taxes. Always. Until…read morenow. Took over trusteeship for a family member and found the experience taxing. As in "I'm over my head". I could have spent money on the "professional" versions of Tax Prep software and maybe figured it out. But smart people know their limits. With only three and a half weeks left in tax season, I reached out to Carla and begged her forgiveness for my foolishness. She graciously took me under her wing, gave me a fair rate and said she would do what she could (although she couldn't promise not needing to file an extension if things got hairy.) Here we are, two weeks before Tax Day, and I have my return in hand, electronically filed and at what I feel is a fair price. I will use Carla's services again - she's accurate, fair and responsive. What else could I ask?

There are certain people in life you surround yourself with that you trust will guide you. Randy…read moreCashmore at Cashmore investments will never push , but rather educate you. I have learned that everyday people can protect their futures with a little bit of knowledge. For the last 9 years Randy has never steered me wrong and has showed me how to invest wisely to secure for my future. Thank you Cashmore Investments!!!!

From the owner: Risk Management Financial Planning Retirement Planning College Planningread more