Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

Joseph is a gem - a real find. While my tax returns aren't super complex, it is so comforting to…read moreknow that Joseph treats mine like I'm a VIP client. He's professional, prompt, throrough and thoughtful in advising how I might prepare for next year's filing and how I could do to save money next year. What I appreciate most is his prompt communication and responsiveness. Thank you, Joseph!

Wow! It's said that there is nothing certain, but death and taxes; but one other certainty is that…read moreI will always use Sam Dorrance as my tax man, and my personal financial advisor! I have done my taxes with companies, and personal financial services both over the years, and never have I felt more comfortable, and well taken care of when preparing to get punched by the government. Sam followed up with me consistently and answered ALL of my questions, with patience, and wisdom. Truly remarkable!! I have already referred friends, and business associates!

Great service and very affordable pricing, plus a quick turnaround for the work I needed. Also has…read morea convenient private online account for uploading and storing documents, which is nice. Highly recommended for bookkeeping and taxes!

wow wow wow.... I…read moreonly had a phone interaction with this lady, and she was really rude.... "oh you're not a client?" "no, i am looking for a CPA who can do my taxes..." "We're not talking any new client right now. Sorry.*hangs up, immediately* At least you can be a little more customer service oriented.... Even if you were taking new client, i probably would go elsewhere.

My family has worked with Stacey Wilkinson for about a decade. He is very responsive on email as…read morewell as scheduling meetings. He is thorough in the work he does. There has never been a question that he hasn't been able to answer and has referred to other professionals such as estate lawyers or financial advisors when needed. I am grateful to have Stacey on my team and would highly recommend him!

I couldn't recommend Karyn more! She's personable and so very knowledgeable. As a small business…read moreowner, taxes are the thing I understand the least and find so overwhelming. Karyn is always so helpful in answering and clarifying any questions I have. She has such fast response times and timelines for filing. Karyn helped me and my partner sort out our finances when we were new business owners and had continued to be so loyal and helpful throughout our small business journey. Unfortunately we recently had to close our business but Karyn has stayed connected with us and has continued to help us as we go through our final tax seasons. I am truly so grateful for her and her services. If you're looking for an incredible and efficient accountant, you will not be disappointed.

Karyn is personable, efficient, well informed, thorough, and incredibly timely! As a small business…read moreowner with incredibly limited knowledge about tax law and how to complete all the forms needed, I felt so assured and confident that Karyn was taking care of everything! I highly recommend her! Thank you, Karyn, for all of your help and hard work!

Kermit is not only an amazing CPA, but a great human being in general to boot. If you are looking…read morefor your stereotypical green visor CPA with an oxford shirt and tie - Kermit & Key Financial Solutions might not be the place for you. If you are looking for somebody with an immense depth of tax knowledge who can explain things to you in plain English - Kermit is your accountant. He is knowledgeable, personable, and just a joy to be around who helps regular people navigate our insane tax code in a cost effective, professional, and helpful way. No frills, just quality honest work.

Last year was looking for some help with tax return as there were a few elements that left me less…read morecomfortable self filing like I normally do. Kermit seemed like a good price. However there was little to no communication past a short round of information gathering, and April turned into June, Kermit told me that they needed some information and that I should call his assistant Sarah to provide. Info was provided, and the line went dead. Emails are almost never replied to and phone calls are almost always either to voice mail or a "He's / I'm Busy can he call you back soon?" -- And are also never returned. I called / emailed every couple of weeks through till August when I was told that he had most of it done but still needed info from the state of Hawaii. At that time I paid a 20k estimated tax (still no taxes filed) to feds (nothing to state?) at his suggestion. Now it's Feb. 2019, and my taxes still aren't filed. I've been calling / emailing to get something out of Kermit and Co consistently now for 8 months. Maybe he'll see this?

Honest. Honest and friendly. Tony is a great guy. He has helped my three corporations for the last…read more8 years and never a hitch. Wonderful man.

Tony has been our accountant for several years. His wife, Kim, is our personal and small business…read morebookkeeper. They are both very hard-working and thorough. They respond to questions very quickly and have never made an error. What really makes them different is that they are like our family. Whenever my husband and I come into the office, everyone greets us so warmly. In today's world of automated answering systems and impersonal service, Tony and Kim are refreshingly different.

I have been a client of Lopez and Lopez in for over 40 years for my businesses and for my personal…read moretaxesand prior to my husband's other life he was there a client for many years as well. I have been 100% satisfied with the services provided to me even during an IRS audit 16 years ago which they helped tremendously by reducing what IRS demanded which was over $22,000 to $1500. I have 100% faith and trust in this company and recommend them to everyone whenever possible. I wouldn't have anyone else work on my taxes.

5 stars, for Lopez and Associates. They are very professional, focused and easy to work with…read more Friendly and skilled. Definitely recommend !