We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.

I had a tax preparer for 20 years who could no longer work. I searched the net to find a new tax…read morepreparer. I found Natalie on a Yelp rating where she was highly rated. I have to say I found a gem. From the moment I met Natalie I felt like I had known her for years. Natalie's professionalism was the highest. The whole process only took 9 days. Natalie will continue to be my tax perparer for the future. Robert

Natalie is quick. Fast response time. She is knowledgeable with very reasonable prices. We are very…read more satisfied with her service.

You need Virgina as your accountant for your business. If you have a small business or multiple…read moresources of personal income she is EXCELLENT. She talks to me in plain english, not accounting jargon, so that I can understand everything that is happening with my financials and tax returns. Virginia spent significant time showing me how Quickbooks worked for my bookkeeping, explained how some of the tax code works, and generally helped me get confident and informed about my business's financial health. She is extremely diligent and patient with bookkeeping in Quickbooks and proactive about taxes at the end of the year. Virginia is also a good human, during a difficult period in my business she was conservative abut how much time she spent on our books to keep our costs low. She is direct and to the point. A valuable asset that I am very grateful for!

Finding the right CPA is like dating. You have to wade through the sea of options available, sift…read morethrough the bullshit, sometimes get burned - but I tell you now, it's well worth it when you find the right person. I wanted to find a person with the full package: experience, energy, resiliency, flexibility, and humor (although, I did initially imagine a Ben Affleck-esque accountant coming to save me with guns a blazing). My friends and family and colleagues said nothing - verbally. They just stared. It probably didn't help that March 15 was creeping up and my QBO was a mess. I was an utter mess of anxiety with the shakes. I'm not a praying person. But I prayed for a miracle. Cimmer agreed to meet with me and look over what I would need in order to complete all the required tax forms (I had a vague idea of what those were). In that short time, I knew she was going to be my Baywatch red floaty. And it was just like in the show!! She sprinted in with the red floaty in tow, hair whirling and all, to save me from drowning. The best part? She didn't just pull me out, she taught me how to swim! She gave me the tools I needed to clean up my books, showed me what my spreadsheets and numbers should look like, and translated the jargons of QBO/accounting/finance/numbers. She set me on track and pro'd through the taxes. I cannot put into words how much gratitude and appreciation I have for Cimmer. She is exceptional with so much knowledge and experience. I needed a person, not to do the grind work (that's what I needed to learn), but to have solutions with plans and execute processes and improvements. She's my rock star and I am ecstatic to have her in my corner.

I have been a client since 2011. Unfortunately her rates have gone way up and I have had problems…read morewith her subordinates (twice) not being able to read financial statements and had me come into the office (two times) only to show them the information (cost basis) was right under their noses. My taxes were delayed because they could not figure out the new consolidated tax form from one of my financial institutions. You now have to make an appointment to finalize your taxes. Leyla no longer calls you to finalize your taxes. She still provided better services than Storek, Carlson & Strutz CPA as I hear they now charge $500 for similar services. After receiving her itemized price sheet I am looking for another CPA that will take better care of me that is worth the price. The last time I was in her office both Leyla and her staff treated me like a bunch of Meerkats!

For the first few years, she was outstanding, but sadly, her fees skyrockeded to an unusual level…read morethe last few years we used her. We had to move on to another accountant when we realized how much we were being grossly overcharged in comparison to other accountants of her experience level and higher. She has a lovely, bubbly personality, and was a lot fun to be around, but when you receive a bill for several thousand dollars for a service that is typically 1/3 other similarly experienced accountants charge, you know something is seriously not right. The last time we used her, we were grieved to see another disturbingly high bill. We spoke with a couple who requires similar services of their accountant and they were appalled by the fees she had charged us. We also shared the same information with a couple other accountants and they were equally shocked. Thankfully, we found another accountant that is a lot more experienced, easier to work with due to his ability to work remotely, and has been literally 1/4 of the fee Leyla had charged us for the last 2 -3 years we used her. Our taxes have also been more complicated over the past couple of years and he still is on average at least 1/4 of the fee that Leyla charged us the last couple years we used her. What is the most disturbing part of this, is during the last few years we worked with Leyla, we were really struggling financially. We felt we were grossly being taken advantage of in spite of our circumstances. Based on our great experiences with her in the beginning, we felt we needed to double check with other friends and accountants regarding our bills before searching for a new accountant. We are very grateful we trusted our instincts, double checked with others and moved on. If you do choose to work with her, make sure you get the fee quoted up front before having her move on with the work.

It was very easy to get ahold of her and she provided such exceptional service! I've only started…read moredoing my own taxes very recently and she explained everything in such simple terms, breaking down everything very honestly and understandably. Her attitude is also very kind and patient, and she's so encouraging. She provided really good advice for the future too and made sure to be very organized with my files, also taking care to remind me of due dates and logistics with my case. I genuinely can't recommend her enough !

I called about three times in two weeks left two voicemails. Talk to the secretary never got a call…read moreback never even got talk to. I had high hopes for her too. Very unprofessional in my opinion. The matter had to deal with tax law what she specializes in. It's sad to see the only time she's ever responded to me was on a yelp review.

This company is more interested in sending bills than servicing their clients. It took them over 2…read moremonths to file a EIN # for my mom's trust after her death. Then when it came time to file her year end taxes. They filed a extention and 3 months later told me they could not do her taxes. This was after I payed a deposit. I never received a return deposit. Just today I received an outstanding bill for services never processed. To add to this frustration I had to constantly follow up with several emails before they would reply. STAY FAR AWAY.

All the reviews on this page tell a consistent story, evident to the same experience my family…read morereceived: LMGW was a great firm to work with, but as it merged with Wheeler Accountants the firm de-prioritized smaller clients and changed its entire business model to only extract the most amount of money from its clients. After 20+ years of using them for accounting services, they cut ties with us with a poorly written email full of assumptions. Their thesis was that since they were prioritizing higher billing clients, we would not want to pay their increased rates and therefore needed to find new CPAs. There was never a consideration of offering us the increased rates: a clear sign that they are no longer interested in working with small businesses.

Great costumer service !! Super friendly and I like that they take their time to explain everything…read moreto me & answer any questions I have about my taxes. Highly recommend!!

For the first time in my life I used a professional tax preparation service, given the increasing…read morecomplexity of my tax returns. Following a recommendation in Nextdoor I contacted Lupita and made an appointment. Lupita was very knowledgeable, friendly and patient. She went above and beyond by not only diligently spending several hours with me to finish my tax returns but providing resources for next year's tax return preparation. I will be definitely coming back.

Absolutely LOVE this place. They are extremely knowledgeable, friendly and professional. I can't…read morebelieve I wasted so much time and money on HR Block all these years. Their fee for a simple file is half the cost of other tax places. I strongly recommend this establishment!

Kelly does a great job. My taxes were complicated and she helped sort it out. She was also very…read moreresonable with her fees. She provided good guidance on some topics i am not familiar with. She was always polite and patient. I would highly recommend her.