We have been going to Sydney for 2 years and will not return. The first year was great however the…read moresecond year was full of issues. The 2019 year started with him missing our appointment to assess our State/Fed withholdings so that we didnt owe any money or wont get any money back from the State/Fed. We were able to reschedule our meet with him a week later and he comped the fee because he missed our first appointment. Things quickly took a turn for the worst when his office called to tell us that we would be getting a good amount of money back from the State/Fed. However, two weeks later his office called and said that we owe over $2,000 to the Fed. This was frustrating for multiple reasons: 1) what was the point of our withholding appointment and 2) telling us we would receive money and then telling us we owe over $2,000 is absurd. We had our first tax appointment with Taxes and Books in Downtown and they were half the price and helped correct all the mistakes made by Sydney.

We are happy with the work Syd does for us each year and keep going back. We receive a check list a…read morecouple of months before our appointment and get all our ducks in order. Everything is smooth and he does a great job for us.

This is the second time I've enlisted Randy for my taxes and I am soooo greatful to him. Randy…read morehelped solved an issue with my brokerage and the brokerage was NO HELP. It was extremely frustrating but Randy was patient, understood what the challenge was and came up with the solution needed to file my taxes. He's a true master of this trade!! Very reasonably priced for the work he does!

Was super helpful, informative, professional, and patient with me. His help made taxes less painful…read morethis year. Definitely recommend his services.

Outstanding service, highly competent and professional, super pleasant... I couldn't ask for a…read morebetter CPA!

I highly recommend Anna Martins! She takes the time to get to know you and your situation and…read moremakes the dreaded tax season bearable. She is thorough, accessible (email/phone), extremely knowledgeable, and a pleasure to work with. Even though we are states apart (TX and CA) there has not been one hiccup and I appreciate how easy she makes it for me.

I have been going to Sean for my taxes since I turned 19. Mind you, I'm pushing 30, this will be my…read more11th year with him and I'd like to share my experience with this company as a whole, Sean as an individual, and my experience in integrity. - Applied Tax and BookKeeping as a company - I have come to appreciate the communications I receive from them. I get reminders to be diligent about timely filing, I get communication on changes in tax laws, they disclose to me when my taxes are filed, if it was accepted by IRS, and I am provided a folder of the information/ services provided. No issue so far. And I don't feel "harassed" though I am sorry for those who've experienced that. I have never though. -Sean as an individual - Upon reading other reviews, I think that people should go to a business for business. Not friendship. I'm not trying to crack a drink with the man. I just want thorough and cordial service and so far he has provided that. He's direct. But so am I and I would be VERY clear in letting people know if I felt disrespected at any capacity. But I don't. I personally don't take offense to stoic personalities but I can understand how some folks are used to having everything dipped in sugar to make it palatable for them. - integrity - I haven't had an issue with shady filing. I have NO problem being forward about my issues but I haven't had any so far. I've been able to take advantage of my EV incentives. I'm a student so he made that count for something. Like there's a reason I've come here my entire adult life. I will say that the price can be just a tad steep depending on your circumstances, and as a nursing student I understand completely. But admittedly, Sean has been flexible with me. I have only ever needed leniency like twice (in the form of a payment plan as life had hit when I was to pay for the service) but he's allowed for it and we have been in good standing. Thats really all I gotta say. Thanks for your time.

As a small business owner, I needed someone who understood both bookkeeping and taxes. Samir went…read moreabove and beyond to help organize my records and make sure everything was handled correctly. Excellent service.

Wayne's really the best. Extremely helpful and checks in with us ahead of each due date to see if…read morewe need any help. He really is irreplaceable for our small business. Do yourself a huge favor and hire WPGTAX!

Wayne came highly recommended by a family member for his efficiency and helpfulness. I immediately…read morecontacted Wayne to see if he was accepting new clients as we weren't approaching the tax deadline (before it was extended). Luckily, Wayne had availability for us and we started the process of submitting tax documents and had several email correspondences here and there for clarification. Wayne not only helped us complete our taxes in a mere couple of days, but also noticed an error from the previous year while providing great advice. We had decided to delay our tax payment since there was an extension for filing and Wayne took note of that. Weeks after had he finished our taxes, he followed up with an email to see when we'd like to schedule our payment. He was so incredibly thorough and kept us on track! Thanks for all your help, Wayne!

Sheila was my Dad's CPA when he was alive and when I found myself in need of one, she was the first…read moreperson I called. While I don't use them regularly (normally simple returns), I would highly recommend to anyone in need of professional assistance! Thorough, efficient, and accurate has always been my experience. Thanks for the life long support!

Robert Planesi was a godsend! He was patient and attentive to my aging mother's needs. He managed…read moreher tax filings and the tax issues that came up as she became an employer to caregivers. With so very many things to worry about with my mother, I was relieved that tax guidance wasn't one of them. We had honest and reliable counsel. Robert is one of the most honest, decent, responsive, and knowledgeable CPAs out there.

I've used Kilgore for my business and personal taxes for the past 3 years, and don't recommend…read morethem. Last year I was selling my business and met with Randy in July 2024, to get an estimate on how much capital gains could be. When I arrived, Randy was not prepared and "asked why I was there?" I told him I was selling my business (for approximately $2M) and need help planning for capital gains. Randy quickly tells me "he's a numbers guy, and not comfortable with hypothetical numbers". But, THAT was the purpose of our meeting! He spent more time thumbing through a Business Valuation book, trying to find a multiplier, to estimate my business's worth. He recommended Rogerson Business Services to do an appraisal and get back to him with their estimate, which I did. I received a bill for $438 for 1.25 hours, which I paid. I emailed Randy with their estimate and he replied with a total estimate for capital gains, but no information on depreciation recapture, or breakdown of state and federal or tax bracket percentages. When I asked for more information, he sends me an email with a web link for 2022 federal taxes, so I can calculate it myself. Early October, I get 2 more bills! $875 for 2.5 hours of his time "preparing estimate of tax resulting from sale" and $88 for "generating tax calculation worksheet and email" I emailed Randy disputing the charges, but never heard back from him. When I received a past due notice in November 2024, I emailed Katie disputing the charges. I don't mind the initial $438, but thought the extra $963 in charges was excessive. If Randy had given me the original estimated information I requested at our initial meeting, there would have been no need for additional charges. For comparison, at the recommendation of my Real Estate Agent, I met with another CPA and Business Consultant. I spent 1.25 hours in his office, where we reviewed and filled out actual on-line State and Federal IRS forms for Capital Gains. He came up with similar Capital Gains numbers that Randy had calculated, but ONLY charged me $250 for 1.25 hours of his time. In December 2024, I received an email from them, terminating our relationship. Apparently, I no longer fit in with "the future direction of their practice". Thank you, one less thing I had to do!

Randy and Katie are professional and seasoned CPAs. They've helped me with my personal and business…read moretax filings. There's no way that I'm going back to TurboTax after using their services.

A top notch CPA. He's been doing our taxes for years. Very knowledgeable and great insightful…read moreapproach. Could not be happier.

Been using James Murphy for various CPA activities for a mulititude of business and has always came…read morethrough for a reasonable price. Highly highly recommended.