Easily one of the best CPA firms I have ever worked with. Knowledgeable? Check. Responsive? Check…read more Competent and reliable? Check and check. These folks care about their customers and their community and it shows in their commitment to non-profits and people. Thank you for your professionalism and kindness in helping my business and family with our accounting and taxes these past few years!

Don't count on this company to stand by you. If you are looking for a stable, long term…read morerelationship with an accountant, avoid Vine Dahlen. My 93 old mother was left high and dry, terminated as a client with NO explanation offered whatsoever. Her tax preparation requires nothing very difficult or out of the ordinary. Vine Dahlen was compensated at a very high rate for the couple of hours it took to complete my Mom's tax return. Perhaps she didn't provide enough revenue for Vine Dahlen? Perhaps they are ageists? My mother is a sweet old lady who always paid her bill on time. She mistakenly thought she had a reliable accounting firm that was as trustworthy as she is...

We have been with Elite for a few years. Last year we made the terrible mistake of trying HR Block…read more We decided to go back to Elite this year and Leslie is awesome. She took us back and even found out HRB did our taxes wrong and now this year we're getting money back from an amended return with Leslie. I recommend them especially to Microsoft employees like myself. You get a discount! Leslie is the best!

Ala is a worm, smooth talker, disshonest, and will scam you if you let him, all while remaining…read morecalm , looking you in the eye and talking circles so you think it's not his fault. he wanted to charge me $1200 for 4 past returns. i wanted them efiled and was told they could. After giving them my business, waiting two weeks, I was told that they could not. Also, afterwards I was told you could no longer get returns from taxes more than three years old. Every tax firm in the city of Billings told me this except for the ones doing my taxes. I had to call them and tell them. Alla very well knew this rule but did not tell me and allowed me to believe I was getting it all back. When confronted he is just like a con man talking circles trying to avoid and blame. I also requested that advanced child tax credit payments from 2021 be requested as mine were stolen. He requested a stimulus payment in the amount of $2700 , not three $400 child tax credit check payments. I would get a return of $4000. After everything I ended up paying $600 to file the returns with a promise of getting 4000 back. Obviously, since the wrong thing was marked, the IRS changed the return and I got back $83. I did not get my missing child tax credit checks and Alla tried to talk his way out of it. Even went as far as to tell me I told him to . He dod nothing wrong! Why the hell would I tell anyone to do my taxes wrong? I know the difference between a stimulus payment and an advanced child tax credit payment And my tax related should too. Why would I tell them to mark the wrong thing so that I end up with nothing. I do not appreciate his dishonest worm like behavior and could've done without this whole experience. I demanded a refund as I would've never paid $600 to file taxes that I was not getting a return back on. These were old taxes I did not have to. He refused and offered $300 blaming me for their mistake..he did not make a mistake and refused to be realistic. most frustrating experience I've ever had with tax preparer,

I should have given them a review a while ago, they have been my accountant for some time, really…read moreliked them. Keith, who is the principal is a lovely human and easy to talk to and very knowledgeable, as is Cynthia. The office manager, Latanya, though, is freakin' amazing - so organized and probably holds the whole thing together. They are great if you don't get into very complex corporate structures or obscure tax laws (such as QSBS rollovers), but once things get complicated, you should move to a bigger firm. My assigned accountant was Mark, and he isn't as organized as the others, but he has since left, and the company has merged with a company in the midwest. It was well timed because my companies have gotten more complicated, and I was ready to move to a bigger firm. Still recommend them for small businesses.

I initially reached out to Heidi last year when I had some questions about a home sale and estate…read moreissues. How someone treats me on the phone, especially when they answer questions even though I am not their client, will let me know if I want to use their services. Heidi was awesome!! So when it came time to do my now complicated taxes, I went right to Heidi. Heidi worked hard to ensure my taxes were done correctly and at a reasonable cost. I have already referred one friend and will continue to do so!!

I recently attended Mari's free workshop titled "Hidden Gems" for Ableton Live 12 on October 8th. I…read morelearned a lot of new hidden tricks to make my workflow more efficient. She even sent everyone the workshop slides & some additional info on saving projects, as well as the link to the YouTube recording of the class.

I have been a client of The CPA Group, PLLC for over a decade and in the last couple of years have…read morebeen working directly with the new owner, Dana Lashbaugh. Mr. Lashbaugh and his team and are responsive, trustworthy, and highly capable accountants. The professionalism exhibited by Dana and The CPA Group is top notch. The pricing for their services is fair and reasonable. Furthermore, I trust their knowledge and skill in preparing my tax returns and assisting me with other tax issues such as property sales without any hesitation. Each time I have contacted the CPA group over the years, they have been team players who are ready to assist me at every stage. My tax preparation has been thorough and correctly executed every time. I recently had an issue regarding the IRS and reached out to Dana and he listened to my problem and provided me with knowledge, and he took action to help me resolve it. Dana jumped right into the problem and contacted the IRS directly, which in the environment we live in right now, is a challenge into it itself. Dana was persistent with the IRS and in doing so resolved my problem quickly, effectively and was the "true miracle worker" that I needed. Solely because of Mr. Lashbaugh's persistency and expertise, is the only reason my issue was fixed. He turned an extremely negative situation into an excellent outcome, and I feel confident and reassured because of his talent and tenacity. Whenever I have had to contact the CPA Group, each team member has treated me with the utmost respect and friendliness. Dana is very personable and easy to talk with about financial concerns and tax related matters. He never talks down to people and makes complicated issues easier to understand. I trust his expertise and value the relationship with the accounting firm. He works with all levels of income and you cannot go wrong trusting this company and using the services of The CPA Group and Dana Lashbaugh.

I own a business with my soon to be ex in the state of Washington. My ex hired Russ Shulman, the…read moreowner of Sound Book keepers. Our intuit books have been hacked and according to my ex husband and business partner, some money have been stolen from the intuit. When I asked Russ if he knows about this incident or have been notified of such, he said that he can't answer my question. I also had some questions regarding the P&L that have been done by this office, he said that he can't answer any questions. I sent him Operating Agreement of the business and reminded him that I am the 50% shareholder of the company and have an executive power, and decision making for the company and he can't withhold the financial records and information from me. He sent an email to me saying that my questions regarding my QuickBooks are threatening and disrespectful to his office and told me that I can't communicate with their office anymore. This person have been unprofessional and rude. He is paid by my company and hired by my company, but withholds my records and information from me. I asked about their credentials, he responded that my inquiry is disrespectful and offensive. I would like to know who is the governing board of this company. I am wondering if he owns a license or an appropriate training of the code of ethics, rules or regulations of the line of his business, otherwise he should have known that he can't work as a book keeper for my company and yet doesn't feel accountable to answer my questions regarding the quick book and handling my sensitive financial information. He said that I should not contact his office and yet wants to have access to all of my bank accounts, bank transactions and work and get paid for my company. He is not bonded by any rules and regulation. If you get into a problem with them you must pay more money and hire an attorney to protect your business and rights.

Spamming my email with "important information" for you. I asked how I got on the list of this…read morebusiness and they ignored that and replied with this "Thanks for asking, I have a free booklet with over 60 years of combined experience which outlines how small business owners should properly manage their year end bookkeeping. Would you like one?" My advice is, stop spamming businesses to try and win them over, as all you're doing is hurting your own business.

I have used James Russel personally for the past two tax seasons.Eli has done both returns.He is…read morevery knowledgeable and able to answer questions quickly. Also,personable and polite.He is quick in getting the returns done. Paul,who just retired,also did my Dad's estate returns.He was very good as well and was quite impressive too.

I had done my taxes all my life, until life got complicated, and I ended up needing professional…read morehelp. Parents estate issues, rental property challenges, deceased spouse, change of job, retirement investments -- all were going to be a bit more than I could chew. So I reached out to the team at James Russell, and met Tracy Moshinsky. Tracy guided me through the process of pulling all the correct information, and completed/ submitted all the proper forms, with a smile. Not only did I get my taxes done properly, Tracy went over (in plain talk) the year with me, and asked me about future events, which would affect my taxes in the next year. The old adage is "you get what you pay for" - and, with accounting, if you pay for a professional team, with years of experience, you get just that - professional advice, long range planning, and great local people. Its a truly valuable experience to use James Russell CPAs to help out.

For years, I've worked with various accountants, bookkeepers and CPAs and in all those years, I've…read morealways accepted the fact that response times were slow but not anymore! Deborah and her team are the most responsive group I've ever worked with and it makes all the difference. They always find a way to get the job done before deadlines even when I'm running behind. Most recently, I had some issues with QBO after some sort of software update and after an hour of torture on the phone with QBO support and getting nowhere, I decided to email Deborah and her team. Lois and Ben were able to resolve all 3 of the issues I had despite the fact that after an hour with QBO support, I didn't get resolution of even #1. I am so happy to finally have an accounting team that I can count on!

I've owned my business since 2002 , Debbie has been doing my taxes since about 2005 when my…read morebusiness grew to where B.O taxes became due monthly & I needed someone to do payroll. Debbie has not only taken care of my business taxes but she's also helped with questions relating to ira , sep ira , llc vs corporations . I lost my Mom about 4yrs ago & Debbie helped me navigate that w/ inheritance, real estate & capital Gains. I've referred Debbie many friends Family & other businesses & will continue to do so. I would be lost w/ Debbie