Communicative, prompt, professional, and clear. I've worked with Jennie for the last 5 years or so…read moreand she's been a trusted resource to ensure my complicated taxes are done accurately and on time. 5/5, highly recommend.

I became a bit overwhelmed trying to find someone who could help me but not overcharge me, so I…read moreturned to online reviews. I am very grateful I did. Jennie called me, gave me free advice, even if I decided to do my own taxes this year. I'm grateful to find local folks who are willing to just help out and put you at ease

Strong communication and prompt delivery. Trusted and ethical practices beyond expectations.read more

Every year that goes by I am always glad these people are there to ensure no crazy IRS agents come…read moreknocking at my door. Fast, super clear, and smart as the dickens. Give them a go! Great value and great at providing all requested services too.

The folks at Lead Accountant walked me through the different types of accounting support and the…read morekind of experience I should be looking for in a CPA. They made me feel comfortable and prepared in my search. After being connected with a couple accountants, I found a great CPA with reasonable fees. I am extremely satisfied with the overall process and would recommend to anyone in search of a CPA!

I am beyond happy with the service I received from Lead Accountant, and more specifically, Becky…read more  Being a small business owner trying to navigate not only my state and federal taxes being pushed back, but also the new programs offered by the government, was beyond confusing.  Becky helped me apply for PPP (Paycheck Protection Program) and is helping me with a few other programs.  She decided it made more sense for us to wait on filing our personal and business tax returns and I think that will prove to be very helpful.  Becky seemed different from other accountants or CPAs I have worked with in the past.  She really looked at my whole situation and came up with the best advice for my situation.  If you are in need of a business tax accountant or a personal tax accountant I would recommend starting your search with Lead Accountant.  The team there listened to what I needed and paired me with the perfect CPA for my needs.  5-Stars all day!  I will be recommending them to anyone that asks.

I cannot recommend Kathy Pittman and Salvador "Buddy" Agito at Peak Tax Preparation highly enough…read more Kathy served as my case manager, and from the very beginning, she approached my situation with genuine kindness, patience, and understanding. I had been navigating a period of significant personal hardship, and her sensitivity and professionalism made an incredibly difficult process feel manageable and supported. Salvador "Buddy" Agito handled the preparation of multiple prior-year tax filings required by the IRS, and his work was nothing short of exceptional. He was thorough, precise, and efficient--moving quickly without ever compromising accuracy. What stood out most was how seamlessly everything was handled. They required very little from me, yet delivered outstanding results with clear expertise and confidence. Together, Kathy and Buddy demonstrated not only a high level of technical skill, but also outstanding people skills. They communicated clearly, respected my circumstances, and worked cooperatively within IRS requirements to resolve my situation as smoothly as possible. True professionals in every sense--knowledgeable, efficient, compassionate, and reliable. I am deeply grateful for their help and would recommend Peak Tax Preparation without hesitation.

I could not recommend Advisant any higher. The customer service and expertise they provided was…read moreabove and beyond. In previous years, we'd used two well known and highly rated accounting firms to manage finances and file taxes. Since working with Tom and the Advisant team, I can confidently say that these are the best accountants I've had the pleasure of working with. Our finances include contract work, freelance animation, entertainment fees, standard W2's, investments, and various other out-of-the-box income and expenses. Advisant sorts through it all and has done so professionally and patiently. I only wish I had found them sooner.

The Advisant Financial team is my go-to for all financial needs. Recently married, the Advisant…read moreteam professionally and thoroughly answered all of our tax-related questions and pointed us in the right direction with advice and recommendations to get our financial planning in order. They are extremely knowledgeable, and I can always count on a quick response time and clear answers for questions big or small. I am so happy we found Advisant, and I know we'll be relying on them for years to come. Couldn't recommend more!

I've been having Ros Aguinega do our taxes for probably the last 8 years or so. She moved to Tier…read moreOne about 3 years ago and we naturally followed her. She is very professional, detail oriented, pleasant and always has our best interests at heart. Continuing to look for ways to save us more money every year. The office staff has always been very friendly as well.

This continues to be an nightmare. Hours of meetings and follow up and tax day missing info for…read more2022 return. The site does not store any previous tax forms so now we can finish file from 2023 until we go to the non-responsive system. Turbo tax was less than 2 hours for 3 returns. Two standard and one complex.

We love our accountant, Tonya Devers. Great service, smart, exceptionally thoughtful & personable…read more Most important, she's up to date on all tax changes & consistently saves us money & keeps us out of trouble. Highest recommendation!

Absolutely love how stress-free they made my tax filing -- super professional and easy to work…read morewith! Highly recommend them if you want accuracy, great service, and peace of mind.

Started working with these guys for bookkeeping, and I couldn't be happier about the experience.read more