Marci Shafto is and has been my CPA for several years. She was referred to me by a friend who told…read moreme she would do an excellent job. She and her team have been promptly responsive with any financial questions I've had even through the busy time of the tax year. I rely on her expertise as she has guided me with her experience as a highly knowledgeable professional, exceeding my expectations. A big thank you to her and her team! Dr. Kelli Lala

I have used Marci Shafto for many year to prepare my Business and Personal Tax returns. She has a…read moregreat portal to securely upload your year end statements. Her system does notify you when she has questions or files for you to return and sign. She does make the process easy, and you can drop her a note through the client portal with any questions. She has attention to detail to ensure your tax forms are completely filled out correctly. I like having Marci Shafto on my side to complete my taxes.

I worked with Shelia for the first time earlier this year and she was great to work with. She…read moreprovided a great initial call and provided tons of helpful information before we even started. She was very thorough in her process and helped explain things clearly, as well as answer additional questions I had after filing. Highly recommend for your small business CPA needs!

We've been using Shelia for a few years now and I have only the best things to say about her. She…read moreis knowledgeable and professional, prompt and easy to contact. She has helped us get caught up on some past due returns and I'm sure will continue to be our CPA for many many years to come. I'm am a "tax fool" and she is total a tax genius. Every question, (even really dumb small questions), she handles like a pro. I recommend her to everyone!

I have been a satisfied customer of this firm for years. However, everything changed this year when…read morethe accountant I had been working with passed away, and I was passed off to an incompetent accountant. Only when I found a huge mistake that accountant was in the process of making was I passed off again to one of their partners. The partner was rude, condescending, and arrogant. Frankly, I would tolerate her attitude if she was any good, but she's not. Her skill level is average--if that. Our return is simple. Yet, it baffled the staff accountant. The partner was overwhelmed and took her frustration out on me, complaining of having "782 returns to complete and not having had a vacation". Too bad, hire more staff, and get the returns done correctly and on time. Don't complain to me. I would not recommend this firm for several reasons. First, I wouldn't trust the competency of the staff. Second, I wouldn't assume your taxes were even being done, much less on time. Finally, their accounting staff will likely treat you disrespectfully and condescendingly.

Tried to contact the owner or the person in charge multiple times about an issue I had with my…read moretaxes and I cannot get a response Filed my taxes within time way before the deadline, and they missed it and had to file for an extension without any compensation or excuse

Ms McIntosh did my taxes last year and I was very satisfied. She found every deduction possible…read moreand I only had to pay a small amount of taxes on capital gain taxes. She is knowledgeable, friendly and a real professional. I highly recommend her!

Amanda is one of the most knowledgable CPA's I have ever worked with in all of my years in…read morebusiness. She is always there to give me advice when an opportunity arises to save money on taxes. When Covid 19 happened I immediately got a phone call from Amanda to inform me that the PPP loan became available for an independent contractor. She sent the most recent paperwork and walked me through the process. I called my local bank and sent it to the appropriate contact. It was more current than the banks version. Within 10 days I received a loan that was so helpful until the Real Estate market picked up. amanda goes above and beyond for her clients. I read that awful review that the woman gave her. I also noticed that she has given many other awful reviews. I would ignore that one for sure. She is a wonderful CPA, professional, respectful and whip smart!

What can I say about Margaret? First of all, she came highly recommended by a trusted friend, so I…read moreknew to expect good things. Margaret came in to help our company out during a very difficult time. The previous president had been let go, and I recently had to remove our CFO as well. Our books were a mess. We really didn't have any idea of what the real state of our finances and contracts were. We had failed an audit, and the systems we had in place had not prevented internal waste, fraud and abuse. Margaret quickly got our books in order, helped us find an internal bookkeeper that she trusted, put proper financial systems in place, and helped educate our board of directors on the status. She helped save our company. The bookkeeper she recommended is still with us 3-1/2 years later. Margaret continues to serve as an advisor for us, files our taxes, provides reports to our board, and facilitates our external audits. The negative review I saw on here does not make any sense. I wish I could give Margaret six stars for the work she's done. I highly recommend her.

Margaret is the most amazing person. I first went to her when I was in grad school and was audited…read moreby the IRS for making too little money. Apparently the concept of a poor grad student is foreign to the US government. Margaret took it all in hand and not only took care of the meetings with the auditing agent, but she took a second look at my taxes for the year and found that I had overpaid. Armed with this, I was on cloud 9. I trust her with my taxes and everything else. Great person, great work, and one of the nicest people to talk to. I wouldn't want anyone else.

We have used these guys for the past 4 years and are 100% satisfied. We left 2 other accounting…read morefirms, one for incompetence and the other because of their condescending attitude :( I am not the world's most organized person and so I really appreciate the gentle and patient attitude that Trinae has had with us. She gets all of our information sorted and organized and returns done on time, as well as 1099's for my contract folks. Even if I get things to her in the 11th hour (sorry about that, Trinae!) So if you are looking for solid accounting services by folks who are highly competent and also nice human beings, I recommend them whole heartedly.

Great service from Ron and Trinea. They offered great advice and made things happen quickly and…read moreefficiently. They're easy to work with and are genuinely interested in building a long term relationship with my company. I highly recommend them.

I have worked with Ms. Clark for decades and she has always been professionally amazing, kind and…read morepersonable, prompt and through. She has worked to provide bookkeeping and tax consulting/filing. Her staff have been equally professional and excellent. One couldn't go wrong using her for her accounting skills.

Excellent CPA and office staff with great customer service. Julie found mistakes on our previous…read moreyear's return, which was done by a very unprofessional CPA firm, and corrected them at no charge so we could get the refund we are owed. This was our son's first year to file a tax return since he graduated from college and Julie took the time to thoroughly explain the return to him. We are grateful to have found her and would highly recommend Julie Clark to anyone who wants an extremely professional CPA.

The best team! I have been using Diane for years and she is always good in getting back to me. I…read morehighly recommend this business!

Diane Fulmer, CPA in Round Rock filed our personal and business taxes. She has over 20 years…read moreexperience and was very patient while we gathered our documents. She made this an easy process and better yet I didn't have to read tax code. I would recommend her based on her knowledge and the fact that she went above and beyond by also filling out our franchise taxes at no additional cost.