1. Lowy's Tax Planning & Accounting

    1. Lowy's Tax Planning & Accounting

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    Phoenix, AZ

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    Lowy's Tax Planning & Accounting

    3.0 (6 reviews)
    Open 8:00 am - 5:00 pm

    Services - Lowy's Tax Planning & Accounting

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    3 years ago

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    3 years ago

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    4 years ago

    Amazing firm and team. Highly recommended! Team is top notch and Alex is highly knowledgeable and truly loves what he does!

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    4 years ago

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    4 years ago

    Great service!! The whole staff goal is to make the experience as pleasurable as taxes can be. Thank you Lowy's

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    7 years ago

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    Wanda E O'Malley, CPA PLLC

    Wanda E O'Malley, CPA PLLC

    (6 reviews)

    My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

    My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

    Super Tax Services

    Super Tax Services

    (8 reviews)

    Tuve una experiencia muy decepcionante con esta oficina. Hice mis taxes con Jesús y en junio…read morequedamos en hacer un enmiendo (amended return). Desde entonces he estado detrás de él para resolver eso y ha sido imposible. Llamé varias veces y al principio la dueña, Érica, me dijo que Jesús estaba fuera pero que regresaba en julio. Cuando volví a llamar en julio, me dijo que no sabía cuándo volvería, lo cual me pareció absurdo viniendo de la propia dueña del lugar. Llamé nuevamente hace unos días y esta vez me atendió otra persona que me dijo que Jesús no regresará hasta enero del próximo año, cuando empiece la nueva temporada de taxes. Me tomó el número y me aseguró que me llamarían, pero como era de esperarse, nunca lo hicieron. La falta de seriedad y responsabilidad es increíble. No hay comunicación, no hay seguimiento, y claramente no les importa el cliente una vez han cobrado por el servicio. No recomiendo este lugar si buscas que te tomen en serio y te respeten como cliente. Si valoras tu tiempo y quieres un servicio profesional y confiable, busca en otro lado. -------------------------------------------------- I had a very disappointing experience with this office. I did my taxes with Jesús, and in June we agreed to file an amended return. Since then, I've been trying to get in touch with him with no success. I called multiple times, and at first, the owner, Érica, told me that Jesús was out but would be back in July. When I called again in July, she said she didn't know when he'd be back--which is ridiculous coming from the owner herself. I called again a few days ago, and this time someone else told me Jesús won't be back until next January, during tax season. They took my number and promised a callback, which of course never happened. The lack of professionalism and responsibility is unbelievable. There's no communication, no follow-up, and clearly, they don't care about their clients once they've been paid. I do not recommend this place if you're looking to be taken seriously and treated with respect as a client. If you value your time and want reliable, professional service--look elsewhere

    Best tax practice in north phoenix Very professional !!!…read moreBookkeeping,efile, and more

    JB Financial - Michael W. & Jonathan Bengel EA

    JB Financial

    (35 reviews)

    I have been working with Jonathan a few years but finally hired him full time last year and that…read morewas the best thing I ever did for my business. Last year alone he saved my business almost $30,000 . If you are considering hiring JB I would strongly suggest you do it sooner then later so you can start saving money like I have. He is always a pleasure to talk to and answer every question Iv ever had. Very Professional and amazing!! A++++++++

    Choose literally anyone else…read more I had an introductory call with Jonathan yesterday. I've been a business owner for over ten years and I don't think I've ever had a less professional call with someone in a professional field in my entire career. He came very highly recommended as someone who cares deeply about his clients and has experiences unwinding complex tax situations. The conversation we had was the furthest from that I could possibly imagine. Among choice quotes from Jonathan were: - "I can change you five times my normal rate and maybe that will incentivize me to help you" - "When you think about all that you are needing - the returns for the past years, any financial review that may need to happen, and allowing you have less 'hands on' and transferring the 'leg work,' what do you believe the investment should be for this type of service?" He also made it clear that if I worked with him, I should not take reasonable deductions (like contributing to a SEP IRA), because he wouldn't be able to take the time to help me estimate my contribution. He also is clearly uninformed about basic tax rules, like what the deadline for making a SEP IRA contribution is. A two minute google search confirmed this. Which begs the question - what other tax laws and regulations does he not understand? I would have much rather he just said up front "I'm sorry, I'm booked up and I don't have the bandwidth to help you." Instead, the conversation we had was appalling. Also, naked videos on his Facebook page promoting his services as a tax professional? Really?

    Lowy's Tax Planning & Accounting - accountants - Updated July 2026

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