quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!

Great service reasonably priced. Best tax preparer around. Highly recommend Randy Grace's service.read more

We were in search of a quality CPA and the Lord lead me to call Randy. He was able to get us in the…read morenext day and we were in and out in less than 30 minutes. Randy was very personable and a pleasure to work with. We will continue to use his services in the future.

Marlena is professional, thorough, knowledgeable and has a quick response time! I highly recommend…read moreher services!

Excellent service and very knowledgeable staff. They helped me navigate a complicated tax situation…read morewith total transparency. It can get busy around the deadline, so book early, the quality of work is worth it.

Great People and So easy to work with! I will come back year after year! Thank you for everything.read more

Class act! I recommend this firm to everyone I meet. They can service any needs.read more

From the owner: We are comprised of highly qualified and experienced accountants. Our firm offers a full range of…read moreaccounting services such as tax preparation, IRS auditing and small business consulting services. We focus on you and any unique tax or accounting needs. So if you're looking for help on filing taxes or just needing any business consulting needs, be sure to call or schedule a consultation today!

I was looking for a basic tax preparer which isn't what this company specializes in but I was…read moreimpressed by their quick response to my email and helpfulness in pointing me in the direction of what I needed. If I ever do need help with a tax problem, I will most certainly call Ohio Tax Rescue. Their commitment to solving problems shows even in their email responses to non-clients. Very impressive!

I have complete confidence in Know Tax. Don is reliable, very knowledgeable and 100% trustworthy.read more

BBI ACCOUNTING offer services to commercial clients and individuals for more than just tax returns…read more I find the contact in the office for any question gets me an immediate factual response. When I found them, BBI accounting, I honestly didn't know how I would feel about services or treatment that they would offer me. I am very very pleased, and I have recommended them too many friends and family that are both individuals and that are entrepreneurial seeking accounting supports. https://bbiaccounting.com/

I've been coming to Jerry for my taxes for at least 5 years, maybe longer. I think he does a…read morewonderful job and he is always extending his hours, even to the weekends, when tax season gets hot and heavy. He's got your best interest in mind and will help get you through April 15th!

Nathan and his team have been helping business owners during the current economic clients. They…read morewent straight from tax season into helping their clients secure funding through the SBA. It is impressive to see an accounting firm pivot to save their clients, employees, and their families. Thank you very much

I rarely write reviews, good or bad, but I rarely receive the kind of experience that I did working…read morewith Nathan and since there were no other reviews I felt people should have a heads up. I've worked with Nathan for the past two years, he handled my taxes in 2019 and 2020 as well as my PPP Loan Application. Taxes: I never felt the benefit of working with Nathan versus using Quickbooks/Intuit which I use for my business. After talking with a few local agents (I'm in the Washington D.C. metro - not exactly the cheapest area) I learned that they were paying their local tax person significantly less to handle their taxes despite the fact that they had earned more and had more complicated financial situations. While I don't remember for 2019, in 2020 Quickbooks estimated my taxes to be almost identical to what Nathan found - but of course, filing with Quickbooks would've been much cheaper and easier. PPP Loan: This is where things really fell apart. It wasn't until just before the 4th and final round of the PPP Loan that I realized my business was eligible to receive the loan. However, I was hesitant to move forward given the cost of Nathan's service to file the paperwork ($1,200) and the uncertainty that I would be approved or what the amount would be. Nathan assured me that the amount I would be eligible for far exceeded the cost and that he would not only assist with filing the loan but the forgiveness as well - and that the cost of his service was a split payment with half due to get started and the second half later. Like with my taxes before, I was slow in getting the paperwork to him, but he assured me that everything had still been delivered to him in time. I wasn't approved for the loan, I believe due to time expiring, but I don't fault Nathan for the fact that I was not approved - I want to be clear about that. What I do blame Nathan for, is this: 1. I was charged the full $1,200 upfront despite him telling me otherwise. When I asked about this I was told he had just changed payment systems and it was an error, but that I would've had to pay it anyway later on so too bad. 2. The amount of communication I received immediately after he had billed me $1,200 for the loan became almost non-existent. I had to reach out to him multiple times on several occasions before receiving any sort of response. I eventually requested a PARTIAL refund for the PPP Loan service I had paid for. I was told $600 upfront, and $600 later. I said I had no problem paying the $600 for filing the loan but that I had a problem being fully billed when that was not what I had been told, and that the entire service was not completed and could not be completed - there's no way to provide the forgiveness assistance portion of the service when the loan was never received. With all of this happening through email, Nathan finally scheduled a time for us to talk by phone... 3. Shortly before the time we were supposed to talk on the phone, he asked to reschedule because his wife wasn't feeling well. I agreed and asked when would be a good time (all still through email) and he told me Tuesday morning (it was a Thursday or Friday). Finally, on Wednesday evening I sent him an email saying how unhappy I was that I STILL had never received a call from him. --- My Main Point Is This: --- By this point, between taxes and PPP Loan services, I had paid Nathan over $2,000 for his services over the past 2 years yet there is zero feeling that I am a client Nathan cares at all about - he can't even pick up the phone to call me. Save yourself the time, money, and frustration by working with someone, anyone, else.

The team is amazing. Always there to answer clarify questions. The advisors are extremely helpful…read moreand knowledgeable.

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.