Payroll Success

(5 reviews)

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.

The Proactive Solution Bookkeeping

Very polite people, enjoyable to talk through. They listened to my problems and concerns and…read morecreated a solution designed to solve my specific needs.

From the owner: Stop spending hours on bookkeeping and start focusing on your business goals. The Proactive…read moreSolution offers top-notch outsourced bookkeeping services that you can trust. Save time, reduce stress, and keep your financials organized with our expert team.

Buck Stops Here Accounting

4.9

(17 reviews)

My company has greatly benefited from working with Brian. He helped me through an audit, helped…read moretake my landscaping business to the next level and get everything in order, as well as saved me money on taxes. What I am most struck by is the way that he hustles every time we meet, getting straight to business and getting things done quickly and accurately; it reminds me of how my own company works when we show up on a job site and I appreciate it.

I can't say enough about the professional guidance and support Brian provided throughout my…read morePersonal/Business Tax experience. Brian led his team in finding ways to expedite my tax returns on time, with support throughout while providing ways to better prepare for our 2020 returns giving up peace of mind during the entire process! I highly recommend this service for your accounting needs!

Ron Allen CPA, PC

3.3

Contacted from ad for CPA services in Out North Texas 2024 business directory. Made the mistake of…read morecalling them and had three chaotic attempts with contract receptionists who wouldn't say if they were in the CPA firm or a pooled resource. Was forwarded to voice mail to another person not listed with Ron Allen in their ad. Struggled with unprofessional and incognizant receptionist who wanted to act as an information filter to send Mr Allen a message. I finally checked their website which didn't list the other person they had finally allowed me to leave a message on voice mail for, so I'm now totally confused. But I made a 4th attempt and used the web contact portal to describe my needs for CPA services which were several and my timeliness for getting a yes/no response within a few days. It's the 3rd day and no call back, text, or email whether they are available, interested, or unable to engage for any reason. Having been a registered professional engineer I find this pretty abysmal since there was no "out of office" voice mail greeting. At best they need to work with their receptionist. At the worst they need to check their Voicemail and consider getting a clerk who can marshal their front end business interface who knows which CPA services and customers they want or will take and not leave people hanging. Long and short I spent time asking professional friends ing for CPA references and I believe I have a tax CPA who meets muster. I don't recommend anyone who runs their business in this way without the courtesy of response as I believe that we were a good match from Mr Allen's advertisement. I have friends who are CPAs and who work for CPAs and I know how busy and hard they work, so perhaps it is just growing pains here. Good luck in any case.

Curt and Ron helped me in my first year of marriage tremendously. Also did back taxes for my…read moremother and brother-in-law. Did ours quickly and explained thing well. Research required for my brother-in-law and Curt did it well, which allowed him to qualify for much needed aid. Always responsive and helpful.

Payan CPA

(3 reviews)

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

Jrp Tax Service

4.2

(5 reviews)

I have been doing my taxes with her for the past 6 years, and she has always been professional,…read morereliable, and extremely helpful. She takes the time to explain everything clearly and makes the whole process stress-free. I truly appreciate her dedication and would highly recommend her to anyone looking for someone trustworthy and knowledgeable. Highly Recommend!!

Highly recommended…read more Working with Rebecca is the best you could do. She is on top of everything I am happy with her service. I start my service with JRP 3/4 years ago. And looking forward for more

Dallas Tax and Books

4.3

(52 reviews)

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 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!

Kbt Bookkeeping and Consulting

(2 reviews)

Very thorough and professional. Honest and helpful business advise. Very inexpensive and…read moreconvenient. Was able to come to me and do a full financial work up of my business. Took time and walked me through the process of getting my business in line from start to finish.

She is very professional and quick with a great personality...and I have been referring her to…read more anyone looking! Awesome customer service!

Keithie Graham CPA

We are a new client with Keithie and all I can say so far as we are very impressed. They have…read moreproven to be very professional, knowledgeable and great to work with. Our business needed that after the nightmare we have had over the past year. Thank you Keithie and we look forward to a long term working partnership.

The office of Keithie Graham, CPA is outstanding! She provides transparent pricing and is…read more extremely prompt and meticulous in every detail. Truly every detail. The online process felt more personal and unrushed than an in‑person visit. I received a clear, explanatory video before signing----Keithie, narrates one's refund or tax obligation. For a return with a slightly unusual circumstance, the service I received was very affordable and absolutely worth it for the peace of mind that one receives when utlizing the services of a licensed professional. I also sought her consult on navigating short and longterm retirement plans, and likewise was pleased. Highly recommend.

Payroll Success - payroll - Updated August 2026

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Glazer Financial Network

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Tony was professional, honest, accurate, aggressive, and damn talented at what he does. For ever…read moreten thousand loud mouth, tax hacks promising to do miracles they can't deliver on your taxes, there's a guy like Tony who may not promise, but delivers damn-near miracle results. I can't recommend Glazer financial enough, especially Tony. He tells you like it is, under promises, over delivers, and never misses a beat along the way. He is to taxes what Jimi Hendrix was to the guitar.

True Financial Services

best tax service ever they are very good take their time and explain everything! I feel very…read moreconfident in my taxes this year. As the lady who did them last year moved and wasnt able to this year but these people definitely did Her thing ! Definitely go to them!!!

Virtus Wealth Management

Experience is hard to beat! The folks at Virtus Wealth Management have a varied team with a…read morecollective experience that is impressive. They are very knowledgeable about their products and when talking to them, you definitely feel like they are on top of things. While the decision is always yours ultimately, it is easier when you fully understand the products and services. I have learned a lot about many products and services talking with the Virtus team. Even the support staff is super friendly and very helpful. I would recommend them highly. PROS: - Conveniently located in Southlake right off the freeway - Multiple people with experience (not a one person firm) - Nice, comfortable office (new office is super nice) - They answer the phone when you call every time - You can speak with someone on the team when you have questions

CPR Tax Associates

(2 reviews)

When I got married and bought my first house, Raul with CPR Tax Associates was there to help me…read moredeal with all the extra stuff that comes along with taxes when you aren't just filling out a 1040EZ. Then, when I went 100% freelance contractor, he was there again to help me figure out everything that goes along with self-employment. CPR Tax Associates has helped several of my friends and members of the community with their tax-related problems, and I plan on continuing to go to them with mine. Thanks, guys.

Raul helped me catch up on some late tax returns. He was very quick, accurate, and extremely…read moreknowledgeable and professional. I highly recommend his services!

Carter Tax & Financial Solutions

I strongly recommend this company!! Brian is thorough and easy to contact. Very friendly service!read more

Erin Armstrong - Tax Strategy & Business Advisory

(3 reviews)

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

Tax Time and Financial Services

4.0

I had the pleasure of having Iorna assist me with my taxes through a referral from a friend. If…read moreanyone comes through to his office, considered yourself lucky and blessed! Honestly, he is the absolute best in the DFW. He will find ways to help you and get you your maximum refund. Regardless of me moving or staying in Dallas, he will be my tax consultant for LIFE. Iorna is caring, and values each and every client as if they were his long-life best friend. He is solution-oriented and knows his customer service!! Iorna deserves to be complimented, praised and recognized!! His assistant Leah is gracious, kind and welcoming too. You rock Iorna!! He's an amazing human being, tax preparer/consultant and everyone should know it!! :)

Just called them to ask them about their services, and this guy Ken answered and rudely yelled at…read moreme that he was not interested in my business. Like who does that? If you are no longer in operation just say so or something. Going to report it to yelp as a business that has been closed, and good luck with your business in these trying times.

Tyme Insurance Agency

I filed my taxes this year, and I really appreciated the thorough walkthrough of all my documents…read more Every year taxes are a hassle, and normal civilians do not know all of the documents needed. I was asked and explain everything with patience, and cannot stress enough how professional he was. Also, the communication was amazing. I travel a lot and even aside from the "phone tag" I played all week, Mr.Tyme was very diligent in communicating with me. I already know where I will be filing my taxes come next year! 10/10 recommend.

I have been treated like family since 2010 They are worth…read moregoing back every year and I get a little bit more tax knowledge every time. peace and blessings Mayor & Family.

Lopez Insurance & Tax