I had done some research about starting my small business and felt lost when it came to choosing…read moreLLC or S Corps starting out. Meline not only gave me insight into what I should choose and why she basically broke my filing process up into my next to do list. I am very grateful for the amount of information she gave me in a half hour consultation; that made me feel like I was talking to someone genuine and who cared I take the right steps. Thank you so much! I look forward to working with the team in the near future.

I had such a wonderful experience with Meline at Natural Numbers -- she was incredibly helpful as…read moreshe walked me through the process of taking my side hustle to the next level. Her encouragement, wealth of knowledge and ability to break down daunting information and provide tips was such a breath of fresh air. I left our phone call feeling more confident and less about a path forward for my business. Highly recommend!

This service was professional in all aspects and as a small business owner, I appreciated the…read morehonesty and advice given. Jenea is humble and easy to work with from beginning to end. This business definitely has my trust!

I am a small business owner who needs help doing what so many small business owners don't want to…read moredo....bookkeeping! I met with Jenae to discuss how she could help me. She was quick to come up with a plan and made me feel so comfortable discussing something that I don't like to talk about. She wasn't pushy about getting my business but seemed sincerely interested in wanting to help. After leaving our meeting, she immediately got to work setting up a system for me. I highly recommend Jenae to anyone who wants to get their books in order by someone who really cares.

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!

This is a long overdue review for our very beloved and relied on bookkeeper!…read moreShelley is wonderful to work with and a real asset to anyone smart enough to give her a try! She has made a world of difference to us- she has simplified things, organized, and tidied our finances. She is great to deal with, and very clear and concise. She really improved our cost tracking and streamlined our chart of accounts. I can't recommend her highly enough. She is excellent at what she does and hard-working but also and most importantly, really nice. You really cannot go wrong with Shelley.

You absolutely will not find better when it comes to financial consulting and business management!…read moreI have worked with Jane for many many years and the only person that I would trust with my money. Very attentive and very good at what she does! Worth every penny for the amount of work that you will get from her and the amount of help! And I swear she seems to know someone somewhere and everywhere!! I even had a great surprise when we were reconnected at a recent event of mine as she is the business manager of some top-tier people! I feel very lucky to have her in my corner!

Jane was fantastic! Very knowledgeable and informative. Went above and beyond. Would def recommend.read more

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

I hated that when my firm was transitioned from Rosson CPAs to Privity CPAs, we were assured all…read morewas going to be ok. However, lo and behold my company was told that we did not meet the requirements for their firm right before tax time. Leaving me to scramble. Guess you reach a certain level in business and its about money vs service. Very sad as I had high hopes.

I really enjoy working with this bookeeping service. Yvonne is a pleasure to work with and has…read moredone wonders for pulling my mess together. She keeps my books organized and even goes above and beyond to make sure all of my business needs are met. A joy to work with!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!