Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.

Extremely knowledgable and I didn't feel rushed like I sometimes do with these big firms on…read morematters. Strongly recommended!

It is hard to find a great CPA/bookkeeper and I wish someone had warned me publicly about this…read morecompany when I was looking so I feel I need to write my experience. Do not hire Kedra as your CPA or Janet (who works for her) as your bookkeeper. I paid this firm over $10,000 for bookkeeping and tax-related services for my business, and I ended up having to catch and correct basic errors myself. I found wrong expense categories, personal accounts listed as business assets, retirement-plan money left on the balance sheet after it had already left the business, incorrect 1099s, and a serious 2024 tax-basis issue in work the firm prepared. When I asked them to explain the numbers they used and provide support for their own work, they would not clearly answer or back it up. They had all the documentation from me they would need to not make constant careless mistakes. I want to be very clear about one thing, because I expect they may respond by saying I was asking them to do historical work outside their scope. That is not true. I repeatedly told them I was not asking them to reconstruct old years or do a historical forensic project or even to explain anything to me that was not just about why they used the numbers they did. I was asking them to explain and support numbers their own firm used in 2024 work they prepared for me. That is very different. I tried to resolve this calmly and directly. Instead, I was talked over, dismissed, and even hung up on rather than given clear answers. Kedra often seemed too scattered or too busy to keep important facts, documents, and prior conversations straight, which made everything more confusing. What bothered me most was the lack of accountability. I caught error after error, and when I asked about them, they would change the item (proving I was correct that they were wrong) and never explain why it had been done that way in the first place even when I would ask where they were getting their data to keep making so many mistakes. These were not obscure issues. They were basic bookkeeping and compliance items, and they had the records needed to do them correctly. In my experience, this firm was unreliable, unprofessional, and not trustworthy with important financial work.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Tax Medics is professional and experienced. High energy, great personality, amazing knowledge…read moreand expertise. I was lost about some tax complications. I searched the irs FAQ's, and the internet, but came up empty handed. I called Tax Medics and had my answers within the first 5 minutes. Thank you Tax Medics. I am grateful!

Highly recommend Desie! First she was available at a time i was in a panic and needed to correct my…read moretax return ( on a Sunday). She listened to my concern and offered me free guidance over the phone, because of my stress level and her kind demeanor I choose to have Desie review my error, process and correct my return. She made the process seamless, which allowed me to relax and get back to my day! She is patient kind and very efficient. I will recommend and use her in the future.

We had lots of questions, but Elite Tax was Reasonable and responsive -- Thanks Cheryl!read more

Update: After my…read moreoriginal review, Cheryl finally responded. Instead of resolving the issue, I was told that my amended return could not be processed until sometime in 2027, despite previously asking me to wait until July. I requested either a refund or, if I was expected to wait until 2027, a written commitment confirming when my amended return would actually be completed and what would happen if that deadline was not met. Neither request was answered. My refund was denied, no completion date or written commitment was provided, and I was told this would be Cheryl's "final response" regarding the matter. Asking a paying client to continue waiting indefinitely without a guaranteed completion date or refund is not an acceptable resolution. Unfortunately, this response only reinforced my original review.

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!