Went here because Joanie Stampfl is no longer doing taxes. Went here this last year and they…read morecharged 460 dollars for a single family !!!!! They also took over 6 weeks for me to get my taxes back. Won't be going back. Do yourself a favor and don't go here

My husband and I where shocked at the amount charged for their services, we asked for an…read moreitemization and we where told they do not do that. We did not find that the duties performed where anything different then what many reasonable acting cpa or qualified tax prep persons would do and yet they charged at least 3 time more for their work. We will not use them again. They charged us $1200.00... mind you they did not tally one receipt. This was appalling and where caught by surprise. None the less we have paid our bill and will write it off next year with a different tax preparer.

Visited them at the end of November 2025 and brought all year-to-date financial info. Was told that…read morean estimate of my 2025 tax refund would be around $3,500. Had them do my taxes. Had to reschedule an appointment with my financial advisor because Carlson & Associates took 4 weeks to do my not complicated taxes (a week longer than they said it would take). And instead of a $3,500 refund, I am getting 80% less - $700. $500 of which gets paid to Carlson for their fee. NOT HAPPY.

To anyone who is considering using this company you might want to reconsider. I am new to this…read morecompany. I have been trying to work with them on multiple tax returns since Aug 2025. I provided them with all the documentation they needed to complete them. So far I got one done, which took a great deal of patience to deal with, however I can't get them to provide me with my second return. I have contacted them several times asking for updates. Weeks went by and still no response or update. Lots of apologies but no results. When I contacted them directly once again because they did not follow through on their commitment to complete the return the week of 1/5/2025, I asked the receptionist to speak to Evan(Head Guy), which she said he was unavailable to speak to me...again! I got in an argument with the receptionist about the poor quality of service. We both got short with each other. She then put me on hold, then came back on the phone in which she curtly said 'we'll send you all of your documentation, you need to go somewhere else", before abruply ending the call. It is not surprising that a company that is this unprofessional at handling accounting services now takes it out on the customer. They decided to cancel processing my last return and fired me. It seems that I am not the only one they did this to because there is another review with a similar result. Egregious customer service. Leading up to this, they were very unreliable, difficult to work with, and can't seem to meet their commitments. Their processes and services...SUCK. I can't believe this accounting firm is even in business.

Horrible company. Has had a sign on the door saying they don't have staff to open the office so my…read morecheck got stolen from the dropbox that they have sitting on the sidewalk. Or they probably forgot to cash it, sometimes they forget to send my bill. They don't respond to emails or calls.

CPAs Sam Wheeler and Kim Egger are dependable, professional and knowledgeable. They've successfully…read moremanaged our Fed & Calif tax reporting for more than 20 years! When there's a question they're right there with factfinding & answers. I advise sending your info in early; tax deadlines don't make way for latecomers!

I have been waiting for the taxes of my deceased father to be complete since February. There have…read morebeen several phone calls that went unanswered over several weeks and when I received a call back ( 3 weeks later) I was told more information was needed. This was Information that was already provided during the consultation. I hope others have a better experience. Not recommended if you need timely service.

Great place. Very kind and friendly. Open by appointment as well as during the week and weekend…read more Would definitely recommend.

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.

Very professional financial services office east of Sonora. Convenient location. Many services…read moreavailable

Connie is wonderful! I truly appreciate her knowledge and experience, especially regarding trusts,…read moreestates, etc., and taxes in general. Things that I had no clue about. She is communicative, and responsive, and pleasant!