Last year was the first time we chose to work with a professional to prepare our taxes, and we…read moredecided to trust Mark with the process. From the very beginning, he was extremely polite, professional, and thorough. He took the time to clearly explain everything we needed to provide and made sure we understood each step of the process, which made what can often be a stressful experience feel very straightforward and manageable. Because of the excellent service we received, returning to Mark this year was an easy decision. Once again, he and his team have been incredibly helpful, responsive, and attentive to detail. They consistently demonstrate professionalism and genuine care for their clients. We truly appreciate the support Mark and his team have provided over the past two tax seasons for us and our family, and we look forward to continuing to work with them in the future.

The most unprofessional business I have ever dealt with. Dropped tax paperwork off on Feb 22, 2022…read more On 3/29 I sent him an email inquiring about my taxes and he acknowledged "I've had it awhile" and stated that it was on his weekend list and he would get back with me. On 4/4 I reached back out to see if he had any questions and I never received a response. On 4/8 I reached back out and he responded with " I will put my hands on the return today and let you know what I need." Once again, I didn't hear anything so on 4/11 I sent the following email: Hello Mr. Dalton, I apologize for bothering you; however, you haven't followed through with your last 2 emails. On 3/29 you stated you would work on our taxes over the weekend and get back with me. Then on 4/8 you stated you were going to put your hands on it that day and get back with me. I empathize with how busy you are especially this time of year, but perhaps you shouldn't take on so many clients if you are unable to follow through on your word. My family will be heading out of town on Friday and will not return until 4/23. We absolutely do not want to file an extension on our taxes. We would greatly appreciate your attention to our taxes so that they may be mailed to the IRS before we leave Friday, 4/15. Sincerely, Rebekah Brooks And his response: Good morning. You are correct. Unfortunately, it is very difficult to plan for staff shortages and other things that happen during the tax year. NO ONE works harder than we do. Folks that don't work in this business don't understand the rigors of tax season, as you have no reason to. As far as your advice to "not take so many clients", that is one way I keep costs down. I did not anticipate being 2 accountants down this year. Your partnership has been extended. And I have reviewed it since we spoke. It was done in a manner different than I like to do things, as we talked about during our meeting. Many firms take the information that you provide, right or wrong, and put it on a tax return. I don't operate that way. I believe that I am paid to look at things from an accountants standpoint. This does slow down the process some, but my clients pay me to get things right, and I respect that trust. I have to make decisions, during the course of tax season, to spend a lot of time on one return or to use that time preparing other returns. Unfortunately, I don't have the time or manpower to focus on fixing and preparing a corporate or partnership return during this busy time. Your personal return is complete to the point of adding the info from the partnership I have also learned during my career that once a client is unhappy, there is little chance of correcting that. I will be more than happy to file an extension for your personal return today and you can pick up your documents and find someone that suits your need better. If you want me to file the extension, please respond accordingly to this email. I have put all the documents that you dropped off at our front desk. My sincere apologies for the inconveniences I have caused. In HIS name, J. Mark Dalton One would think that he could have let us know 6 weeks ago that he was not going to be able to prepare our taxes instead of one week before filing is due. So take it for what it's worth, but I would recommend finding someone else to save yourself a huge headache.

We love JJ Wade Insurance, especially David Rainey and Lisa Williams. David has patiently walked us…read morethrough our homeowners and auto policies in as much detail as we wanted to ensure we understand our coverage. He also helped us determine the correct amount of coverage for our family's needs and saved us in premiums where possible. David is easy to talk to, making insurance understandable to a novice, and so wonderful to work with. Lisa is excellent at handling the operations of our needs and always a pleasure to work with as well.

We switched insurance this year to JJ Wade, and they have been absolutely phenomenal! David was…read moreour first contact with the company. Quick responses to questions I had, and worked hard to get us the best rate possible. Kim and Angie in the office always respond quickly with any questions or insurance certificates that are needing to be sent out to our customers. I would say the two best things about JJ Wade is their communication and having the ability to find the best pricing for your insurance. Would highly recommend!

Mr. Baker knows everything there is to know about Medicare insurances. I highly recommend his…read moreservices.

We started using Tax Unlimited's service in April 2024 for our 2023 returns. April. Very close to…read morelast minute because we realized that our previous accountant was not working out well. Even before choosing Tax Unlimited to switch over to, the folks there were very kind to take the time to answer our questions about small business tax matters. We were very glad when they agreed to work with us on getting our personal and business taxes done - in April. I emphasize this, because it's pretty standard that even as early as February or March, most places are busy as heck. The folks at Tax Unlimited were sympathetic to our quandary at being suddenly accountant-less and were able to fit us in, even though they were very busy already. They were also very affordable.

I was very pleased with the professionalism and helpfulness of everyone involved. I usually do my…read moreown taxes but this year I had a different situation and Robyn was very involved trying to help my situation. It was much less stressful than doing it on my own. I would highly recommend this business for all your tax purposes.

They do not tell you cost upfront. You get a huge bill even asking several times for pricing. They…read moregive invoice with no explanation. I would not recommend.

Excellent service. April went above and beyond for us and has always been available to answer any…read morequestions I have throughout the year. Highly recommend.