I own a Carpet & Tile Cleaning business that started things very.. unorthodox. On top of that, I…read morelearned how to use quick-books with google and did the books myself for my entire first year. Needless to say, i needed alot of help making sure everything was done correctly, and fixing the things that were not done correctly. IAIN was amazingly thorough and answered 80% of my questions just with his initial summary of my account. He knew things and was able to help with matters that the lawyer who helped with my incorporation did not even know (and fix things my lawyer did wrong). Iain listens, is knowledgeable, patient, thorough, and most importantly, makes me feel confident that i am not going to have any issues with the IRS for the rest of my life. Thanks so much Iain! I look foreword to a very long business relationship!

I spoke with Ian and he made it clear that he was not interested in getting my business. Not that…read morehe couldn't help me but that it wasn't a priority. I asked him to tell me a bit about what kind of services he was able to do to assist people in my scenario (after he said it was something that they could assist with), to which he rebuttaled with "maybe we aren't a good fit" and hung up. Class act right there.

Dear Lord, I can't tell you more emphatically to RUN away from these people. I was referred to…read morethem to "clean up" my books. I was there for 4 years. In the fourth year I'm told, "your taxes have been done wrong for years and you should hire an attorney to fix it." We then discovered that they hadn't disclosed my "rental property" had in fact been . . . rented. That's 3 years of rental income . . . late. That means another check and penalties. When I complained, the douche replied - in an email cc'ing people I've never met - acting like it was MY bookkeeper's fault? I forwarded an email where we expressly stated the RENTAL PROPERTY was rented - from three years ago - and then I never heard back. IE. Their customer service is amazingly worse than their tax preparation. PISS POOR

I called six weeks ago to set an appointment with one of their CPAs. The only time I got a call…read moreback was a week after my initial call asking me to put a credit card on file with them so when one of their CPAs finally got around to calling me or making an appointment, they'd have a way to charge me (sure, okay.) Well, they never bothered to reach out after that. I guess I'll call a different firm that has the capacity to take on a new client. What a waste of time.

I have 2 small businesses with tax issues from last year. My request is Urgent,…read more They responded with "it will be 6 months before we can look at your file." Obviously not a good match. Since I have nothing to say, I've said nothing. But. They have harassed me for a review.

I want to update my review with additional information…read more Shortly after I posted my review, I received a call from Dana. She wanted to check whether I had received an email from Samantha so she gave me a name to search for. I found it so I pointed out that the email did not give any indication of a business response and I was waiting for a phone call, not an email as Sue had promised. This company has good intentions but poor communication issues. Dana seemed unaware that her folks could text so I pointed out that the text messages (through Yelp) had been flawless. I told Dana that I would upgrade my review from 1 to 3 because of her follow through. Dana waited a reasonable time before making a follow up call. She asked me if I got her emails and I said no so we did the search thing. I searched for her email and it came up "Executive Assistant". Talk about a spam flag! Sorry Dana, that's an email I would never open without an advanced "heads up" warning.

The Mangold Group, CPA have been my CPA for almost 3 years now, and my stress level has never been…read morelower! They take care of all my tax issues including sales tax submissions, end of year payments, yearly filings, etc. They even helped me setup my LLC, which saved my company thousands in the long run. As a small business owner, I don't have time to think about all the tax issues I need to, so the Mangold Group takes care of that for me. I would be lost (or audited) without them!

We've been working with the Mangold group for 3 years now. They do taxes for two separate business…read moreas well as our personal taxes. We work with Jeff Ersig CPA/CFF. He is amazing. He is always available when we have questions or concerns via email, phone or in person meeting. Jeff never fails to find tax savings for us each year and our taxes are always completed in a timely manner. We love this firm and will be doing business with them for years to come.

Initially interested in getting tax forecasting potentially done through this company. Was told to…read morecheck back after October 15th which is the last date for tax extensions. 10/15 came & went, I followed up as I was told. No response, after 1-week. Emailed them a 3rd time (after the initial email). No response, mute. I would think twice about working with this company. They didn't even give me a response, telling me ANYTHING. This isn't how I expect to be treated as a customer. You don't know who your customer is.

Richard and company do an excellent job providing accounting, tax and advisory services on the…read morebusiness and personal fronts. They made me aware of deductions and credits which I was not previously aware of and were timely in providing financial statements and copies of tax returns when requested for financing and other matters. I would highly recommend them.

Zero isn't an option:…read more I am writing to your office today to file a formal complaint against Kelly King NMLS # 279210 Regional Manager at your Buda, TX location. Interaction with Kelly King isn't acceptable and he violated my rights as a consumer and disabled veteran. I applied for a VA Home Loan through Oakcreek Homes (Christopher Jaramillo - our Rep) and we were approved for $655k by Cascade in Buda TX. We found land and picked out a beautiful modular home. Our loan had to be sent to the Veterans Administration because it's a VA Home Loan and they only do site builts and modulars. Our builder Oakcreek Homes sent to Kelly King all the documents to order an appraisal (ie: Area Comps, Survey, Floor Plan/blueprint of Home with pics, Bids for construction costs of Septic, Water, Electric) I paid for the water feasibility fee fo $100.00 which should be reimbursed. Kelly King took it upon himself to sit on this Appraisal request 4 weeks and kept telling Oakcreek Homes and myself that it's in the appraiser's hands. After numerous emails and phone calls Oak Creek went above Kelly Kings head to his Boss and then all of a sudden we received the appraisal back and it was $155k lower then expected because the appraiser didn't receive all the documents that were originally sent. Oakcreek Homes has all the email correspondence with Kelly King to prove what was sent and what Kelly King sent to the appraiser and it was only a portion of what he received. Then we filed a Reconsideration of Value (ROV) on February 12, 2024 2 weeks went by and we didn't hear anything at this point it's 8 weeks of wasted time. I called the VA and spoke to Christine, she said that they never received documents for the Reconsideration of Value and that the last information they had was a request for an Appraisal on January 2, 2024 and they never received the results of that. I called Oakcreek Homes and let them know what I found out from the VA, they in turn (Oakcreek Homes) contacted Kelly King and he said that he thought the deal was "Dead" and didn't send any of our paperwork for the ROV request to the appraiser and he lost a $655K loan for Cascade so I guess he doesn't have to follow the Mortgage laws and meet timelines and deadlines. I sent a email notice to Kelly King yesterday and told him that I wanted this transfer of Lenders effective immediately and I will be finishing this loan with your competitor that I am done dealing with him and his lies, that my rights were violated as a consumer and I was not impressed with how he handled this and I don't want this to happen to any other Veteran, I will also be reporting this to the VA Board because this is unethical and bias and he didn't due diligence to secure this loan and didn't do right by me the customer nor did he assist in any way. I never received a response to my email that I sent to Kelly King and the Realtors involved couldn't believe this either they have never run into this, now I am out another appraisal fee and longer wait times to get this loan to closing. This should not be overlooked and should be investigated. I can be reached at 325-650-6547 and my Oakcreek representative can also be contacted at 337-491-6122 for further information.

Cascade Financial was awesome for us. We first worked with Lauren Pomeroy. Lauren was very helpful!…read moreMy husband and I were trying to keep our payment the same amount like we pay now. She kept working on numbers over and over until we were comfortable with the payment. Lauren was very professional and patient. The second person I worked with was Jackie Doom and she was awesome as well. Jackie answered our phone calls and emails. Their was some down time on our part and little did we know she was working behind the scenes. Thank you Cascade for great customer service

Bill Simonet skips out on paying vendors who perform services he contracted them to do. Bill hired…read moremy company and signed a services agreement in August 2023. The services were performed/provided to Simonet for nearly 6 months and in accordance with the contract. It is now 2026 and Bill has failed to keep his word or deliver on his promises of payment. He currently still owes $15,000+ and has stopped responding/communicating.

Very Informative, transparent and honest firm who go out of their way to help families and business…read moreowners succeed. Great people all around. We couldn't do it without them.

I've used Ruben Ruiz for many years. He has proved to be a true professional in reviewing, advising…read moreand going the extra mile. He tracked a true 'bank, IRS error down and Corrected IRS's mistakes. Thanks again Ruben. I've referred family members and friends to use his services.

We have used Ruiz CPA for many years, excellant service. They have a great team and I highly…read morerecommend them!