I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I have been working with financial for both my personal and business tax needs for several years…read morenow and have had an exceptional experience. I highly recommend anyone with tax problems, needs, or just regular filings to consider warrior.

I've worked with this tax company for many years now they are the most reliable, helpful and best…read morepriced around. I refer all of my friends, family and clients to them as well!

We hired Affordable Bookkeepers to put together Balance Sheet and P&L for my husband's business in…read moreorder to finish our taxes. He had a sizeable number of transactions for Marcie to go through, so I understood it would take more hours than "typical". What I did not expect was to pay over $6500 for not even two completed years! Over 150 hours on transaction input!? When I realized we were being heavily overcharged, I asked Marcie to see what reports were completed for my CPA - and after all that - she had not even completed a year and a half! We are now out out over $6500 for one year Balance Sheet and P&L and she will not even send me the QuickBooks file unless we pay an ADDITIONAL $1,000 that she feels she is owed. I have never been so disrespected and taken advantage of!

From the owner: We do our work accurately and quickly saving you time and money. From small one time projects to…read moreyear round service we will serve you with excellence and integrity that you will find refreshing.

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

I had Kristi do my taxes for several years while she worked for a financial company. She did a…read morefabulous job and I'm hoping to follow her to her own business that she has now started. I looked forward to continuing with Kristi and her tax guidance and preparations.

From the owner: Kristi Cherry, CPA Concierge Tax Services is a family-owned, accounting firm based in the…read moreDallas/Fort Worth, Texas area. Our unique business model offers clients the same array of tax services that were once reserved for the Ultra Wealthy. Exclusive membership provides individual clients with year-round access to trusted, savvy tax professionals. Whether you need IRS representation, tax planning advice, personal financial statements, preparation of complex forms, tax legacy and estate guidance, or strategies to lower your total tax bill, our CPA Concierge Tax Services will execute each of these and more on your behalf.