R Lee Shannon, CPA

The number doesn't exist anymore. They screwed up my taxes in such a big way. Brandon who came from…read moreLexington to help filed my 2024 taxes without a pin. I waited 2 months and never received a call nor was my taxes accepted. Tried to get in touch and answering machine said they would be late filing everyone's taxes and got an extension till December of 2025 and we would not have to pay a penalty. Left a note on the door of the office in which they said they would be open but wasn't. I left my number to call and still nothing. It's been a nightmare. I've had to refile almost 3 times due to corrections and I still haven't received my taxes as of today. Horrible experience. Called the Lexington office and no answer. Tax Pros USA are not pros.

This is a privately run business just off Shelbyville Rd in Middletown, KY. Mike Dyer (CPA) takes…read morecare of our family taxes including quarterly Federal and Ky-State reports. Several times we have received same day service or made an appointment for the following day. He is also much less expensive than the mega-corporations that heavily advertise (the cost of which is passed on to their clients!).

Dennis C Healey, EA

4.8

(40 reviews)

My regular tax pro raised her rates yet another $100 this year. I searched online and located Mr…read more Healey. First off, he charged me 1/3 of what my ex-tax pro wanted. Second, Mr. Healey was out of town but filed my taxes while he was waiting for an appointment, literally was done about one hour after I contacted him. His online portal is very convenient. He was quite cordial and professional on the phone, too. I am very satisfied with his performance! Highly recommended!

I hired Dennis Healy to handle my tax filings and S-Corp election. Errors in the filing process…read moreresulted in IRS penalties and interest for 2021 and 2022. To correct the issue, I had to hire another professional to file appeals and work directly with the IRS. Dennis paid the invoice for that corrective work, which ultimately resulted in the IRS granting a one-time penalty abatement for 2021. However, when the IRS declined to waive the 2022 penalties (because a prior abatement had already been granted), Dennis refused to reimburse the second round of penalties and related costs. Resolving this matter has taken years of additional correspondence, expense, and stress. I would strongly recommend ensuring clear follow-through and accountability when working with any tax professional. it's still ongoing to this day and I'm stuck with disputing close to $5000 on penalties due to his negligence.

W Allen Priest, CPA

Allen has been super helpful to me as a small business owner. He went out of his way to make time…read morefor me when other CPAs in the area wouldn't. Highly recommend!

TurboTax - Hurstbourne Corridor, Louisville

3.0

I will never use Turbo Tax again to do my taxes. I did them online. I forgot to add form 1095-A. I…read moreneed to Amend my taxes and I can't. I keep getting the run around about when it will be ready to Amed. It's says because of new rules and regulations they are waiting to update the website. They've had all year to do it. I went into TaxAct. You can Amend your taxes on their website. I wish I would have used them first. It's already the end of February and I still can not Amend it.

Lamia took care of 4 complex business tax questions thoroughly and made sure taht I understood teh…read moreimplications. I'd go to her again.

Roberts CPA Group

4.3

Been a customer for last several years. Excellent, professional CPA firm. I use them for Tax prep…read moreand consulting. I'm very happy with their service.

Kevin Roberts CPA is the best, Kevin is very good at what he is doing and always on track with my…read morebusiness. I highly recommended Kevin to anyone who have trouble with their old CPA and need good CPA like Kevin to fix the problem.

Jackson Hewitt Tax Service

The service was very quick and efficient. Liz was very nice and well spoken during the preparation…read more I had questions about certain things I didnt quite understand and she was able to answer them with complete understanding on my end.

Curry Drake & Associates

(3 reviews)

They make sure they understand your situation. They make sure you understand what is happening and…read morewhy certain things must be done. They are also very conscientious about taking care of you. Knowledgeable tax professionals. You cannot go wrong here IMHO.

Dan Small with Curry Drake and Associates is truly a great CPA. He's knowledgable, to the point,…read moreand is quite patient when it comes to my many questions. As a small business owner I simply don't have the mental capacity to do the leg work on all the complexities related to filing taxes. So, Who to trust? Who can make my business easier? Who has both integrity and my interest in mind? Who regularly and quickly responds to calls and emails? Who will stop what he's doing to take care of my issue without an appointment? I'll tell you who, Dan Small. If you're constantly second guessing your CPA's work, hire Dan Small since he'll do the right things and even explain things multiple times if you really need to know, like he's done with me. He even left a good friend of mine in shock after explaining to him all the ways his current 'family friend' CPA wasn't providing the maximum benefit. That's what I'm talking about: Dan Small.

Kelly King & Co.

I've used Kelly King for years. Friendly staff and prompt to complete my Tax return! Awesome place…read moreto do business!

From the owner: Serving Small Businesses, Residential, and Commercial…read more Services: Accounting, Audit, Bookkeeping, Convenient Appointment Times Available, CPA, Financial Statements, Payroll, Small Business Consulting Location Facts: On-Site Parking.

Mary Hatfield Oliva Tax & Bookkeeping Service

4.4

Everyone at the office is warm and welcoming! Connie is who I have gone to the past 2 years and she…read moreis so awesome to work with! She is definitely an expert in her field, explains things well when I have questions, and is fun to talk to!

Olivia is amazing! She is quick efficient and so friendly. We are always confident it is done…read morecorrectly!! We drive from Indiana because it is worth it!

Dennis C Healey, EA

4.8

(40 reviews)

My regular tax pro raised her rates yet another $100 this year. I searched online and located Mr…read more Healey. First off, he charged me 1/3 of what my ex-tax pro wanted. Second, Mr. Healey was out of town but filed my taxes while he was waiting for an appointment, literally was done about one hour after I contacted him. His online portal is very convenient. He was quite cordial and professional on the phone, too. I am very satisfied with his performance! Highly recommended!

I hired Dennis Healy to handle my tax filings and S-Corp election. Errors in the filing process…read moreresulted in IRS penalties and interest for 2021 and 2022. To correct the issue, I had to hire another professional to file appeals and work directly with the IRS. Dennis paid the invoice for that corrective work, which ultimately resulted in the IRS granting a one-time penalty abatement for 2021. However, when the IRS declined to waive the 2022 penalties (because a prior abatement had already been granted), Dennis refused to reimburse the second round of penalties and related costs. Resolving this matter has taken years of additional correspondence, expense, and stress. I would strongly recommend ensuring clear follow-through and accountability when working with any tax professional. it's still ongoing to this day and I'm stuck with disputing close to $5000 on penalties due to his negligence.

Stuedle Spears & Co Psc

Craig Spears has been doing my taxes for years - Personal & Business. He is professional,…read morecourteous, and takes time to answer your questions and make suggestions to help you meet your tax goals. And his rates are very reasonable. His staff is very nice, and helpful too.

Stuedle, Spears and Company has provided excellent advice and guidance around our tax and financial…read morematters for more than 16 years. I've met with three of the partners and several other office staff over the years and have always been happy with the quality of work. While they are one of Louisville's top tax preparation organizations, they still have the welcoming, personal and friendly feel of a small business. You are definitely not 'just a number'.

Kelly King & Co.

I've used Kelly King for years. Friendly staff and prompt to complete my Tax return! Awesome place…read moreto do business!

From the owner: Serving Small Businesses, Residential, and Commercial…read more Services: Accounting, Audit, Bookkeeping, Convenient Appointment Times Available, CPA, Financial Statements, Payroll, Small Business Consulting Location Facts: On-Site Parking.

Bechtler Parker & Watts

Very knowledgeable , hardworking team of professionals dedicated to their clients' best interests.read more

From the owner: An accounting firm is known for the quality of its service. Our firm's reputation reflects the high…read morestandards we demand of ourselves. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. The quality of our service and the longevity of our clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

Roberts CPA Group

4.3

Been a customer for last several years. Excellent, professional CPA firm. I use them for Tax prep…read moreand consulting. I'm very happy with their service.

Kevin Roberts CPA is the best, Kevin is very good at what he is doing and always on track with my…read morebusiness. I highly recommended Kevin to anyone who have trouble with their old CPA and need good CPA like Kevin to fix the problem.

Why does Yelp recommend reviews?

Hundreds of millions of reviews are posted on Yelp, and our automated recommendation software works in the background to showcase the reviews that it …

1 review that is not currently recommended

The reviews below are not factored into the business's overall star rating.

Jc S.

0

1

0

6 months ago

Great service. Lee is professional personable and detail oriented. He is knowledgeable and thorough.

R Lee Shannon, CPA - accountants - Updated July 2026

People who viewed R Lee Shannon, CPA also viewed

Roberts CPA Group

4.3

Been a customer for last several years. Excellent, professional CPA firm. I use them for Tax prep…read moreand consulting. I'm very happy with their service.

Kevin Roberts CPA is the best, Kevin is very good at what he is doing and always on track with my…read morebusiness. I highly recommended Kevin to anyone who have trouble with their old CPA and need good CPA like Kevin to fix the problem.

Stuedle Spears & Co Psc

Craig Spears has been doing my taxes for years - Personal & Business. He is professional,…read morecourteous, and takes time to answer your questions and make suggestions to help you meet your tax goals. And his rates are very reasonable. His staff is very nice, and helpful too.

Stuedle, Spears and Company has provided excellent advice and guidance around our tax and financial…read morematters for more than 16 years. I've met with three of the partners and several other office staff over the years and have always been happy with the quality of work. While they are one of Louisville's top tax preparation organizations, they still have the welcoming, personal and friendly feel of a small business. You are definitely not 'just a number'.

Stober's Tax Service

(4 reviews)

Completely friendly. Completely professional. Easy to work with. This was our first year bridging…read morebetween full-time work and semi-retirement with Social Security income added. She breed income added. She breezed through the process with ease.

Stoeber's is great at doing a thorough job! Great customer service, too. Been going here since…read more1997.

Mary Hatfield Oliva Tax & Bookkeeping Service

4.4

Everyone at the office is warm and welcoming! Connie is who I have gone to the past 2 years and she…read moreis so awesome to work with! She is definitely an expert in her field, explains things well when I have questions, and is fun to talk to!

Olivia is amazing! She is quick efficient and so friendly. We are always confident it is done…read morecorrectly!! We drive from Indiana because it is worth it!

DMLO CPAs

Worked with one of the CPA's there several years ago. Very professional, prompt, and courteous.read more

Ackerman CPAs

I've worked with several CPAs with my business and I really can't say enough great things about…read moreAckerman CPAs. Easy to work with, very responsive, and professional. They asked questions throughout the process to make sure they had a full, complete picture of our business so they could take advantage of any tax breaks and incentives. As a small business, I love working with other locally-owned businesses and I'm looking forward to working with them for many years in the future!

Last year I started a business and my son was born. For these two reasons, I decided to seek out a…read moreprofessional to help me with my taxes. A friend referred me to John Ackerman at Ackerman CPAs so we schedule a meeting over coffee. John was friendly and personable, which was important to me when choosing a CPA. When it came time to file taxes, John was prompt to answer my questions and made the process super quick and easy. My refund was significant this year, definitely more than I would have received trying to do this on my own! I highly recommend John and Ackerman CPAs, and have already referred several of my friends to him.

MJB's Bookkeeping Solutions