Chad has wealth of knowledge when it comes to all that is related to taxes and investments. I had…read moreto file an extension due to some foreseen financial issue and reached out to Chad for some options, not only has my financial issue resolved but he gave me plenty of options for the future. Honestly, Chad is the best and I highly recommend him for all your financial needs. He responds to his mail very quickly and always prompt. As Always he is very affordable which I am able to file with him every year.

Chad is a highly knowledgeable, attentive CPA with an incredible work ethic. He does a great job in…read moreproviding clear, consistent communication so that I am not left with any surprises during tax season. I've worked with Chad since 2018 and it continues to be one of the best decisions I've made as a small business owner.

Excellent service. Fast, effective, efficient, knowledgeable, and reasonable. Highly recommend.read more

I have been working with Gery for a few years. She works fast and asks clarifying questions when…read moreneeded. Always a good experience.

I have been working with SRJ Consulting for over a dozen years and am still impressed with their…read moreaccuracy and professionalism. Shiv and Anvi treat me warmly: they make me feel like much more than us a client. They are up to date and extremely timely - and I highly recommend SRJ.

I have been using TurboTax on my own for as long as I have been filing my income taxes. This past…read moreyear was different with my small family becoming condominium owners... I wanted to make sure I was maximizing my return and following all the rules. Anvi was so easy to work and communicate with. It starts out with the first contact - the group set a schedule and kept the appointment. The intake call was easy to understand and I walked away with my next steps. The whole process was so easy with Anvi on our side. I don't anticipate our situation was extremely out of the ordinary but being homeowners really changes quite a bit of things for me and my family. With the exception of some delays getting some organizations TAX IDs or EINs, Anvi was able to file quickly I received by refund within a week. A WEEK! I will be coming back next year. Gone are the days of filing on my own using TurboTax!

Whatever you do, do not hire this person! We hired him to do our (very straightforward) taxes for…read morea few years and didn't find out until a few years later that he had never actually filed our returns even though he had taken payment from us for preparing/filing them. When we had another real professional go through and redo our taxes for all the years he supposedly did them, they found all kinds of exemptions he had missed and we learned that we should have received refunds for those years instead of owing money.

I originally reached out to Ryan at the beginning of the year, but was told it was too late for him…read moreto work on my taxes so I'd need to file an extension. After tax season I reached out again by phone and was told they could take me on and to email the details. No one ever responded to the email, so I emailed them again and they still just didn't respond. This company seems like it just isn't interested in bringing new customers on- don't waste your time waiting for them to respond because they never will. I wish they would just be honest about this instead of hooking people along, as I would have looked for someone actually willing to work with me instead of waiting until they "had time" only to be ghosted.

Patrick offers a very good service, efficient and quick. I went to see him once and then everything…read morewas done by email. Perfect for me. Thank you Patrick

Patrick is an absolute pleasure to work with. He really takes the time to make sure all bases are…read morecovered, and is very reasonable. I had a complex K1 that was beyond my expertise and Patrick made the process smooth as can be. If you are looking for a CPA, look no further. Highly recommend, A+ in my book. Best, Cole

Lee has been doing my taxes for the last 4 years and works very hard to find me the most money for…read moremy refund or to lessen my tax bill. I highly recommend making an appointment with him to have your taxes done right!

I have been getting our taxes done by Eric Weinman for 15 years. I know I am in good hands and that…read morehe is always looking out for us. We are lucky to have him.

Did I mention how amazing Bert Roman is ? Oh ya, I did in my previous review. Well, its tax time…read moreagain so I feel the need to reiterate it. Bert pays amazing attention to all things related to your taxes. His attention to detail is top notch and he remembers everything. He's great at his job and goes out of his way to make sure you're happy (or as happy as one can be when filling taxes) at tax time! Many happy returns and by the way see Bert Roman. Tell him Dallas sent ya! :)

I am a pretty smart guy. I have done my taxes since I graduated from college. Year after year, city…read moreafter city and job after job, no situation was too complex for me to figure out. Then, last year, I got hit with a 'Haha. So You Think You Can Do Taxes?' letter from the IRS and I sorta backed off from my taxes-doing ways. Not wanting to go through the dangers, toils and snares again, I came to Yelp in search of... help. Dallas H provided me with all the info I needed. It was off to Bert Roman, I went. He's awesome. I mean, CPA super powers aside, talking and doing my taxes with him reminded me of doing them with my dad. He's very calm, measured, affable, and patient. He listens to you and discovers how to match your future needs with your current situation. Not only did he make sure to ask every minute question to maximize my return, we discussed ways in which I should change things up to maximize my return for next year and ways in which I can increase my finances by smart saving, accounts I didn't know existed and strategies for becoming a more money-savvy adult. He enjoys what he does and he's very good at it. Plus, he takes time to golf. Priorities. He's got 'em together and he worked with me to get mine in line as well. This was an entirely pleasant experience. As time goes by and life (and taxes) gets more complicated, I know that I'll be back to hand Mr. Roman all my scattered papers, unopened statements, random receipts, and scribbled-on notes.

Great service and explanations. I definitely recommend Smarter Tax services for the price and the…read moreknowlledge

Spent close to $750 to file taxes here just to get fined saying it was late even though I filed in…read moretime with this company. When I emailed he responded that it was his fault and then proceeded to ignore my response for the last week. Definitely not worth the money or the risk of being fined an extra $600 for a mistake that was so beyond clearly theirs. Not the greatest customer service when in the office from the humans working either. Didn't give me back my W2 either and ignore the messages I sent about it as well.

I contact them to open my business and also help me with ITIN creation but they told me they are…read morenot accepting new customers. So, I think the advertisement should be removed in this case.

Years ago, I was having issues with my business and knew it was time to find a CPA who had depth of…read moreknowledge for my specific industry. Trucking is very specific. I stumbled into the office as this was meant to be. Not only does Susan posses the in-depth knowledge of ever changing policies in IL, she truly learns your business, to guide it properly into the future. Every account is always assigned another CPA, who gives you the true personal touch, accessibility for questions and constant communication. Her monthly program along with their annual tax preparations always give me the peace of mind that my business is managed well and I have no IRS surprises. Great team!!

Have used him for 30 years. Reliable and professional. It's a comfort having the same person…read morehandling my taxes all these years

This is the second time Alan has prepared my return. Great experience, friendly, easy to work…read morewith and efficient.