I am a financial advisor myself. Doug Dickey, Nick Warren, and their team are great to work with…read moreand collaborate with! They do a great job explaining complex strategies in a way that clients can understand it. They do a great job in implementing those complex tax strategies with a very well structured and organized plan. Their team is run like a well oiled machine. Their meetings are full of laughter and are fun. They are far from dry or boring.

Yes, as you can read from their response, DRDA will try and justify their expenses, and say that it…read morewas because I decided not to continue with the project that they seemingly spent so much time and effort on. What is not addressed is any acknowledgment of short comings on their part. Lack of communication, dragging their feet and never getting the ball rolling or even appointing an accountant to my business, which was mentioned several times, but never done. Also doesn't explain a $810/hr zoom meeting that was charged. There time is obviously way more important than everyone else's time. Nickel and Dime charges for every second of their time without acknowledging their shortcomings and offering to compensate more back for lack of any else's time should be a red flag to anyone that hopefully reads this.

Very professional and knowledgeable team tax, book-keeping, pay rolls. They are very good at…read moresetting up 401k plan and health insurance for our employees

It has little information and they don't walk you through the steps and is more like letting them…read moretake over and just wait for the best

I highly recommend David Shirey to both individuals and companies looking for professional…read moreservices. He pays extreme detail to your needs and leaves no rock unturned! He has saved me money every year on my taxes. He is always on top of the ever changing tax codes and I trust him!

Great and professional service. Taxes is one of a pet peeves for me but they take care of it like a…read morepro. Would highly recommend them.

Very professional for consulting for business or personal, price is good and they don't force you…read moreto do anything, overall they are really good and absolutely honest people

Great experience. I'm confident Mary can support your needs and she was a pleasure to work with…read more Very communicative and resourceful.

Best tax service I have had for two years. Keep up the great work. I'll see you next year....read more

Stay away from this firm far far away I gave him $2,300 in May of 2013 to help me with a IRS…read moreproblem and here at the end of December nothing has been done on my case but he did send me a nice bill saying I still owe him $57.50. And so when Joe posts his BS response yes I did provided all items requested by his office and yes I did call many times every month for a status only to hear another story of how someone was sick or the dog ate a file or the IRS system is down. They even told me at one point they had no internet as Comcast shut them off. If you need tax help please seek out a real company who can help you as Joe Mastriano will only take your money and run.

We contacted this firm for help when the IRS came after us…read more They were very nice, and gladly accepted money from us, but in exchange all they did was talk to the IRS. It changed nothing on our end. Don't waste your money, just call the iRS yourself.

Mr. Saleem Lakhani CPA, PLLC offers the best service consistently with professionalism and in a…read moretimely manner better than any other CPA I had a relationship with for the last 24 years I have been in business. I suggest that anyone who needs a CPA to check with him first before contacting any body else . They will be happy they did.

(This company is now called Visor). I just discovered I owe…read morethe state and had penalty charges because of mistakes from File-It. Looking at the other reviews here, I see that I am not alone and that this is a recurring problem at this company. I might have to call them 10000x to get my money back so that it can at least cover the penalties. I hope they can do the right thing and give me a refulnd. I think MBAs and the universities targeted by File-It should know that there are better options available in the market.

DO NOT EVER USE THIS SERVICE. My husband and I worked with Natasha last year for our taxes (given…read morethat ours is slightly more complicated since I'm in consulting) and there have been multiple incidents where we've had to go back and ask Natasha why we were getting penalty mail from the IRS / state government. Turns out she never submitted our payment so we received a penalty notification from the IRS. Thankfully, we fixed that after calling her 10000x. Months later, we receive another mail from a state government (one that I traveled to for work) saying that we owed a specific amount and had penalty charges. After trying to call Natasha another 10000x and speaking with her incompetent admins, we ended up calling the state government directly to sort it out (and yes....it ended up being Natasha placing the wrong amount for one of the line items) Another note, by the time we finally reached her (after using a new number and name so that she'd actually call us back), she said she made no mistakes, would talk to the state government, and call us back......We still haven't heard from her. I have NO IDEA why this place has high ratings, but please save yourself from extra stress and avoid this place. They're absolutely unprofessional and do not care about their customers.