I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.

I was in the process of growing my business and was running into some challenges around how to…read morescale. Michelle provided excellent strategic planning advice and worked with me to negotiate the best possible deal with my investors in our series A financing. She also helped me negotiate my office lease and provided personal tax planning services. I couldn't recommend her more highly!

I have been using Michelle's services for two years now. She is easy to communicate with and will…read moreanswer questions promptly. I haven't had any issues when it comes to filing my taxes. I highly recommend her if you are looking for a new tax preparer.

Thank you, and highest praise to Jaque, who helped me amend the taxes I filed with TurboTax. She…read morewent above and beyond -- not only helping with my taxes, but also providing so much valuable advice and guidance. I walked away feeling truly supported and informed. I greatly value this business and especially appreciate Jaque's kindness, professionalism, and expertise. Looking forward to seeing her again next tax season!

Taxes and Books was doing our taxes until Judy passed away. We then followed Marsha because she is…read moreamazing she and Judy ran the company. Taxes and Books did not notify us that their system was compromised and we had to report identiy therft to the FTC. This has been a huge hassle and takes up to two years to correct. Very sad!

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

Teriza and her team at CTA are super helpful. I believe I was timely with getting my docs to CTA…read more(as they were available) and CTA was equally efficient in completing my filings. Teriza sat down with me and we went line by line through different docs and Teriza asked questions that gave me the indication that she was developing a LONG-TERM TAX PLANNING STRATEGY for our family - not just completing a filing transaction. The long-term planning strategy is important to me because most often times when things fail in life, it's due to a lack of planning. I want someone on my team that makes "planning" and strategy as important as I do (if not more important than I do). I didn't get this long-term strategy attention from other CPAs & EAs. I would HIGHLY RECOMMEND Teriza and her team at CTA; tax professionals indeed.

From the owner: Specialties We strive to help our clients by offering…read moremulti-faceted solutions that meet their financial needs in the areas of tax, bookkeeping and accounting. Here, you will find full attention and the professional expertise of experienced Enrolled Agents. We offer services for individuals, small businesses, partnerships, and corporations. SERVICES: Accounting Software Selection & Implementation Audits, Reviews, and Compilations Bookkeeping/Write-Up Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis Financial Statements IRS Representation Management Advisory Services Notary Public Payroll Services Retirement Planning Sales Tax Services Tax Preparation & Planning

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Extremely rude, condescending and I had to take my taxes to another place to have them redo my…read moretaxes after the incompetence this location. These are not tax professionals. They are tax scamming swindlers. If you like H&R Block, you'll want to avoid this location at all costs. Or else your bank account and valuable time will severely regret it. BBB complaint was also filed because there just isn't even enough space in a review to describe the damage they nearly did with my taxes and incompetence. The whole place is a mess it wouldn't heard to do an overhaul on the entire employee raster for this location.

I've been going to Yolanda here for the last several years I Siri I enjoy coming she makes it easy…read moreto get my taxes done and it's very personable and caring!!

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.