Cindy, your reply: "the amount referenced for 2020 tax preparation is inaccurate. The actual fees…read morefor the 2020 returns were $2,225 for the S-corporation return and $1,275 for the individual return" 1- This adds up to more than what was quoted which was $2,000-2,500. 2- When I first received invoices for that year, it totaled to $6997 which started my confusion. You can see the attached email. The CPA agreed to lower it to $2500 (not $2500 + $1275). So, it seems the billing system is inconsistent and confusing even for staff. 3- After finally seeing an itemized bill, I'm not comfortable speaking with your firm since you charge $130-198 for emails and phone calls.

This team has saved me so much money on my business and personal taxes. they are professionals…read morethrough and through. great people, responsive, classy and helpful. and yeah did I mention paying so much less in taxes now?!!!! awesome

Michael Rose is an OUTSTANDING CPA and wonderful man! Over the past 15+ years I have used his…read moreservices consistently and faithfully, as a loyal customer who also readily referred numerous friends, colleagues, and family to Michael Rose, CPA. However, over the past 5-10 years as he has scaled his business, the level of service has declined (first, a few minor mishaps here and there or things overlooked on my tax returns as I dealt with new, my guess, seasonal workers who never really took the time to know me or my finances beyond quick conversations). I saw less and less of him and more of other random employees handling my taxes. (It's fine, I guess. I'm not a millionaire, so perhaps he has bigger clients to tent to?!) His personal touch and friendly face was always a source of comfort during what could be an otherwise stressful time: tax season. The major issue I have -which has led to my final decision to take my business elsewhere- is with the front office staff which was at one time run by nice, friendly women but have now been replaced by Michael's wife "Ledy". She is rude and lacks basic customer service. Most of all, given that a large portion of Mr. Rose's clients are African American, she could use a course on "cultural competency" and learning how to speak to black folks versus talking down to them or like she is above them! I would conjecture that the frequent turnover in office staff is due to her poor management "style" and lack of respect. It's too bad that she has gotten in the way of what was once a wonderful professional relationship. Thanks to her attitude combined with the other personnel changes in the business, I will most definitely not be returning!

I was looking for help beyond taxes. He is supposed to be a financial planner. I was seeking…read moreassistance with retirement accounts. He charged me $150 for something I could have easily looked up at home. I don't think he had any idea of how to answer my questions regarding payouts to lower my taxes on inherited IRA accounts. Complete waste of money with no answers.

(This company is now called Visor). I just discovered I owe…read morethe state and had penalty charges because of mistakes from File-It. Looking at the other reviews here, I see that I am not alone and that this is a recurring problem at this company. I might have to call them 10000x to get my money back so that it can at least cover the penalties. I hope they can do the right thing and give me a refulnd. I think MBAs and the universities targeted by File-It should know that there are better options available in the market.

DO NOT EVER USE THIS SERVICE. My husband and I worked with Natasha last year for our taxes (given…read morethat ours is slightly more complicated since I'm in consulting) and there have been multiple incidents where we've had to go back and ask Natasha why we were getting penalty mail from the IRS / state government. Turns out she never submitted our payment so we received a penalty notification from the IRS. Thankfully, we fixed that after calling her 10000x. Months later, we receive another mail from a state government (one that I traveled to for work) saying that we owed a specific amount and had penalty charges. After trying to call Natasha another 10000x and speaking with her incompetent admins, we ended up calling the state government directly to sort it out (and yes....it ended up being Natasha placing the wrong amount for one of the line items) Another note, by the time we finally reached her (after using a new number and name so that she'd actually call us back), she said she made no mistakes, would talk to the state government, and call us back......We still haven't heard from her. I have NO IDEA why this place has high ratings, but please save yourself from extra stress and avoid this place. They're absolutely unprofessional and do not care about their customers.

Stay away from this firm far far away I gave him $2,300 in May of 2013 to help me with a IRS…read moreproblem and here at the end of December nothing has been done on my case but he did send me a nice bill saying I still owe him $57.50. And so when Joe posts his BS response yes I did provided all items requested by his office and yes I did call many times every month for a status only to hear another story of how someone was sick or the dog ate a file or the IRS system is down. They even told me at one point they had no internet as Comcast shut them off. If you need tax help please seek out a real company who can help you as Joe Mastriano will only take your money and run.

We contacted this firm for help when the IRS came after us…read more They were very nice, and gladly accepted money from us, but in exchange all they did was talk to the IRS. It changed nothing on our end. Don't waste your money, just call the iRS yourself.

My husband and I have owned our company for 10 years now. Started off doing bookkeeping and taxes…read moreon our own. As we grew and gained employees we realized it was time to get help so we started with outsourcing payroll and bookkeeping. Then 2 years ago, we made a transition within our own company for growth that required more of our time and attention to be on our clients, our service delivery, and our growth... not bookkeeping, taxes and accounting. When we switched over to the Dillon's BOSS model a weight was lifted off of my shoulders. I feel like we have a financial champion on our side looking out for our financial health and helping us properly plan for our growth. I must admit that they are a bit higher than others and initially it was a sticker shock but the value that they offer makes that cost worth it. Most of us pay a lot of money for our fancy apple phones because we know the quality and value is there and you can trust that it will just work. That is what having the Dillon CPA team on your side is like.

I have used Dillon CPA for a few years and last year I was advised that the minimum preparation fee…read morewas now $500. My taxes are not overly complicated. While I did not have an issue with the services or the staff my rating of two starts is specific to the fee increase. I was told that the fee is high because of two reasons 1) this was established for the 'area' and 2) it includes the ability to ask questions all year. I would rather go without the ability to ask questions and go back to the initial amount I paid which I thought was more reasonable.

Not sure what happened, but Doug disappeared sometime in May. I hope he's ok. We had filed an…read moreextension and he said he was putting my return in the queue to work on 5/7 and that was the last I heard from him despite multiple follow up emails, voice mails, and even going up to his office. I ended up having to scramble to find a new tax preparer to do the work.

Called to inquire about help with my tax preparation. Spoke to a receptionist or a secretary or an…read moreoffice worker. When I asked if I could meet with an accountant, I was told that I'd have to pay a $100.00 consultation fee that would NOT count towards my final charges for the preparation. When I asked how much it would cost to prepare my taxes, she told me I could go over that when I met with the accountant and to bring all my tax stuff with me to the consultation. So bottom line is I have to pay this company $100.00 to 1. Tell me if they can even do my taxes and 2. Tell me how much it's gonna cost to prepare my taxes? And she wants me to bring all my tax documents?? Get real.

If I could give more than 5 stars I would. First off, let me say that I have a small business and…read moreover the years have tried (4) different accountants but was never able to find anyone competent enough - they were iether not knowledgeable about tax laws, charged exhorbitant rates, or unresponsive for months. Let me tell you about Blake. Honest. Knowledgeable. Fast. Fair pricing. Straight shooting. Fun. This guy is a tax ninja. He took 3 years worth of tax returns and prepared them within a week - and they weren't easy. Not only that, he filed everything longways - meaning filling out extra forms to take advantage of every write-off and tax break possible. He lowered my taxes to a pittance of what they should habe been. Should I say more? He's really amazing. If you have a tax issue call him. It was the best decision I ever made. I will be giving him all my future business. He's a great guy also. Easy to get along with. Makes complex issues sound easy. I actually tipped him $500 on top because I truly appreciate what an outstanding professional he is. I know it sounds cliché - but - try him - you will be glad you did.

Great tax and wealth management advice. Personalized and timely service. Blake goes the extra…read moremile. He cares about me as a client.

Ghosted me after I asked about a previous state tax filing they helped me with :/ Sent multiple…read moreemails that were ignored.

I've used Sturhan Tax Service for many years. They are great guys, have compassion, and their work…read moreis impeccable!! Their customer service is outstanding! I can't say enough good things about them, personally or professionally! They're absolutely the BEST! I highly recommend them