I just completed my first year with them and it was great. They were very communicative and kept me…read moreon point with their messaging system. Making it very easy to upload information and streamline our processes. They kept all my licenses state and local compliance records up to date and in good standing. My dedicated representative made things understandable and clean. I have had several company's before and they just didn't compare.

I had Hannah come and check our book keeping and make I was doing what needed to be…read moredone. She completely messed up the numbers and I call and asked her to come check and look over the numbers and correct anything that may have been done by mistake. She wouldn't come out to check without getting paid. I was upset because if you do some work and then the numbers are messed up, you should at least investigated it and correct it, but she didn't even want to do that. She wanted to be paid. I don't pay people for their mistakes or to correct mistakes. That's poor business. I had to hire someone else to come out and correct her mistakes and get the book keeping back to normal. Michell Riccon Construction

Charged me $1000 to do my income taxes. Then made a mistake on them that the IRS found. Never heard…read moreback for him about it. Take W J's advice and look else ware for your tax services.

We hired Robert Smith's firm for both tax and accounting services for both our companies and our…read morepersonal taxes. Though he is knowledgeable, we found that the knowledge part of Robert's client service is offset by the fact that he is extremely unresponsive to texts and e-mails. It took him so long to follow up on our correspondence with him that he would forget where he was in the tax return preparation process and fail to take into account information that we had given him in past meetings. We would then write to him with a reminder, and it would again take him several weeks to respond. When I wrote to him with information for a tax return and with questions about how something would be treated for tax purposes, he would prepare the tax return but not answer my questions, so I was unaware of how certain issues had been treated on our tax return. When we received IRS notices, Robert prepared letters to the IRS for us, but he never updated us on whether he had received a response. Robert seems to be way to busy to give good client service, so I would highly recommend that clients be cautious about choosing Robert for tax or accounting services.

Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Used Kyle from 2017-2024 for our tax returns. Nice guy, but if your tax situation is more complex…read morethan a simple W2, look elsewhere. His returns consistently required multiple corrections due to obvious oversights. We had to review everything very carefully before filing. For basic taxes, this was manageable. The relationship ended when we needed help with a business EV tax credit issue. There were numerous details showing Kyle wasn't paying attention and was filing forms blindly without any investigation. His amendments kept getting rejected by the IRS. When I offered to give him power of attorney so he could properly investigate our specific case with the IRS, he refused, saying that wasn't part of his job. His final correspondence was offering to help write an appeal draft to the IRS without providing any details on how he would actually solve the underlying issue or do any due diligence. I'm saving the inner details as they would take too much time to explain, but after months of no progress, we hired another professional who diagnosed the root cause within days. Bottom line: Kyle doesn't do due diligence. Fine for straightforward W2 returns if you're willing to double-check his work. Not recommended for anything requiring investigation or problem-solving.​​​​​​​​​​​​​​​​ -------------- Update in response to business owner: Kyle claims several things are "misstated" but here are the facts for anyone reading: Regarding purchase structure: Form 15400 from Tesla clearly listed the business name and EIN. I sent Kyle an email explicitly stating the vehicle was purchased for the business. Kyle ignored both the form and my email. When the IRS first rejected our filing, I sent Kyle a screenshot proving I had told him it was purchased under the business name. At that point, Kyle tried to charge me an additional $500 for an amendment, claiming I had "never told him" it was for the business - despite having documentary proof that I had. Regarding "clear path to remedy": Kyle provided no actual solution. He repeatedly blamed Tesla for incorrect filing. Tesla then reviewed Kyle's tax forms and identified multiple errors KYLE had made, providing corrections. Kyle was simply deflecting his own mistakes onto Tesla. He also falsely claimed he had "the exact same problem with other clients." Regarding timeline and IRS processing: The delays were caused entirely by Kyle's errors, not IRS processing. Even after being told he made mistakes, Kyle entered my personal SSN instead of the business EIN on amendment forms. We discovered many other reporting errors after the second IRS rejection. The timeline was driven by Kyle repeatedly filing incorrect forms, not by IRS processing delays. These are facts, not misstatements.​​​​​​​​​​​​​​​​

Jennifer and her team have been our bookkeeping service since 2014. We are very pleased and would…read morerecommend Small Business Bookkeeping to any small to mid size business. We are a non profit membership organization with many facets: members, sponsors, events and grants. Jennifer has taken our accounting to greater heights with complete and accurate reports for our Board of Directors. We are grateful for her accuracy, diligence and advice.

She is extremely inefficient with time, which result in invoices larger than you'll pay your CPA…read more If you need to speak with her on the phone regarding the errors she makes, you'll get billed for a short phone call. If correspondence is important to you, be prepared to leave multiple voicemails and emails before getting a response. Do yourself a favor and look elsewhere for bookkeeping services. There are plenty others that are much more cost and work efficient that value a good small business-to-business relationship.