I asked Roger to do my 2024 tax return. He did a great job. He was professional and knowledgeable…read more His pricing was reasonable and I would recommend him to all.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

We had a great experience with David our first year - 2nd year had some hiccups in communication,…read morebut overall it was fine. However year 3 was a nightmare, that has solidified we will never be back and will not recommend his services. I went to his office where he went over all the paperwork I had. On my way out, I asked the receptionist to pay and she said I could when I picked up hard copies - which is weird, because the previous year I all but begged for hard copies. So I said ok, and left. I sent numerous e-mails and called to confirm that our return was filed - finally I got a "yes". Fast forward 4 months and I still have no refund. I call and e-mail several times again and finally get a "we were waiting on payment"...TO WHICH I NEVER RECEIVED AN INVOICE. I was told I would pay upon hardcopy pickup. So I paid right then, and had my refund about a week later - so we were waiting for 4 months for NOTHING. Getting a copy of my returns was another circus - I was fine with a PDF or a hardcopy, but wanted SOMETHING (don't most people want a copy of their tax return?). It again was a month long process of calls and e-mails that went unanswered and finally I received a PDF copy. Overall, the systems in place here SUCK. Nobody has any idea what's needed for the next step, and the communication is even worse. Additionally, their pricing isn't even a bargain. For a good service, I'm willing to pay, but not when I have to chase people for months to do their job. Go anywhere else, save yourself the time.

Update. As mentioned in my previous review David has (past tense) always been proactive, promptly…read morereactive and client-centric. I have no idea was has transpired in 2021 for David to make a near 180 degree turn for the worse from years past. Leading up to an October 15 filing David's reponse times to phone, text and email were lagging at best. I was satisfied with, at mininum, getting a response and figured that my simple return would be easy enough to file on time. In retrospect I should have been more insistent with David. Current status: David missed the October 15th deadline after claiming he had all my information and that he had indeed filed on time. My taxes were filed on October 21. There is now a late fee for filing post October 15 deadline. Further my return was rejected. I found this out because I called the IRS on November 19 to personally inquire about my filing. The IRS stated that my preparer, David Airola, would have received the rejection notice shortly after the October 21 filing. I heard nothing from David. I called David on November 19. I spoke live with David and I presented him with the fix that the IRS recommended. Unfortunately I had to jump into a work meeting. I told him I would call him back which I did. He did not answer. It was the Friday before the Thanksgiving holiday. No response from David at all during that week. I called him again and left a pointed voicemail on November 29. I sent him a detailed email as well. As of the writing of this updated review I have heard nothing from David. Again, I'm saddened as to whatever has transpired with David that his client service and follow-up have taken a turn for the worse. My return is not a complex one. I pay David's rate for filing a individual (non-corporate return). His fee is higher than most. I expect service commesurate with the fee that I paid (on time and in full). The information I have provided him with is straight forward. He has even stated to me that my return is, "easy enough to take care of". It's possible that because I am not some large corporate client that I am last on his list. That's only a guess.

We recently signed up for a deep dive review of our books with Compass Bookkeeping Solutions, and I…read morecouldn't be more impressed with the experience. Linae provided a super helpful and detailed video outlining her findings and what needed to be addressed, which made everything really easy to understand. We decided to move forward with their cleanup service, and a great bonus was that the cost of the deep dive was applied to the cleanup--such a nice touch! Linae and Miranda were both amazing throughout the entire process. They were incredibly responsive, kept me in the loop at every step, and made sure everything was in perfect shape before our tax appointment. Bookkeeping just isn't my thing, so I'm beyond grateful for Linae and Miranda's expertise. They truly made everything smooth and stress-free. I highly recommend Compass Bookkeeping Solutions to any business needing reliable, knowledgeable, and kind support with their books!

Do not trust this business not only was I quoted a much lower price and then handed a $3,000 bill…read moreshe will not return any of my personal or business tax documents

This is by far the best tax preparation company around and we feel so fortunate to have found them…read more Jake Taylor is our CPA and he is amazing and knows exactly what he is doing! He is always very through and makes sure all the boxes are checked when preparing our taxes. He has saved us so much time and money, all while being so personable and trustworthy. We are so grateful and thankful for all that Jake has done to help our family. Thank you!

Another year another dollar. I can speak specifically to my experience and my tax guy. I have been…read moreusing Nate Tuttle since he was legally allowed to work on a person's taxes 2013ish. I need someone that I knew would look for every possible way to get me a fair return but didn't want to pay more than TurboTax type prices. And honestly being able to talk to a real human being without a hiked price was a huge win. Since then he has provided great customer service and has been a major asset to the Weston & Tuttle family. Every time he has saved me money, got me a return, with little to no questions for me. I provide him with all documentation and he puts his head down and goes to work. THE VERDICT: Cannot be more pleased with the service rendered by Nate and highly recommend using him, not just if you live in the surrounding area but his knowledge of tax law and information expands throughout the entire United States. (and honestly maybe further but that is all the help I have ever needed). Go and get some chedda!

Our Tax account, advisor and preparer for many years. Honest, responsive and honest. Highly…read morerecomended

I was hoping I could give this firm a good review, but I can't. After two tax seasons, I've been…read morerepeatedly disappointed with their poor customer service. Many days go by before anyone returns my calls or emails and, in many cases, I've gotten no response at all. I was referred to this firm by my now-retired tax advisor with the promise that fees would remain unchanged, only they went way up the second year. When I asked about this, they said I must not have received their letter. As the final straw, I've have been trying for weeks to resolve two invoices for $650, which I already paid. I've called and sent emails repeatedly, only to be told they would get back to me. Not a well-managed firm. Moving on.

I am a new owner of a construction business and making sure that all my accounting is in order is…read moreso important. We were referred to Staszak and Company from On Track Business Management and what a great fit! Matthew Winger, Daniel Staszak and Laurie Staszak were happy to answer any questions I had and they always got right back to me. I will continue to do business with their firm and I'm grateful for their help and professionalism!

My husband and I have been using Dan for a few years now. He is the best! It is hard to be…read morepassionate about your CPA, but let me tell you Dan has gone the extra mile and then some for us. We have had some complicated and time consuming decisions to make and Dan has been right there, on Friday night, at 8:00 pm, listening to me panic, missing his yoga class and dinner with his family! AND on more than one occasion! Plus- he is just an easy person to deal with, a true pleasure to work with. I have not worked with the other CPAs in the office, but I have been in the office on many occasions, the reception staff is always welcoming, making us tea, coffee or what ever. When I have had to contact the office the front staff is very accommodating, sending me email information or what ever I need ASAP- usually w/i minutes. Prices have been extremely fair, especially if you need work done that is not simply yearly taxes.

Clint has been doing our taxes for years. Great company, great people, kind, intelligent and know…read moretaxes luck us

I'm such a huge fan of Clint Herndon and the Next Peak CPA firm. Clint has handled both my…read morepersonal and business taxes for several years and I always feel like I am in the best of hands. He is creative, repsponsive, and super knowledgeable. If you're looking for an excellent tax firm... this is it!

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!