1. Schouten Klein & Sullivan PC

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    Sonoita, AZ

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    Schouten Klein & Sullivan PC

    5.0 (1 review)

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    5 years ago

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    Joseph Lessard, CPA - Joseph Lessard, CPA

    Joseph Lessard, CPA

    (8 reviews)

    Our late parents trusted Joe to review, prepare and file their taxes. Sadly, both are now gone…read more While in Arizona recently, I went to see Joe to touch base and to be sure I was doing the right thing regarding the current tax year on behalf of my late mother. Joe was both incredibly knowledgeable and comforting. What a relief!

    My husband and I decided to file jointly for the last two years. We met…read morewith Lessard to discuss the pros and cons of doing so, and sadly he failed to mention a government entity entitled IRMA. I would like to inform you that it can significantly impact your social security earnings, but not in a good way. For instance, in my case it will be reduced by 33 per cent. I strongly suggest learning about this before filing jointly. It would have saved us a tremendous amount of concern if we would have simply been advised of this beforehand. When I called their office to inquire about a possible recourse, I was simply told to make less money, which seemed a flippant answer to me. I called another office, but it is the 4th of July weekend. I do have an appointment on the 15th of July to personally speak to Lessard. I am very disappointed with their service, as this could have easily been avoided, if we had been informed beforehand. The person I spoke to appeared to have no empathy whatsoever for my personal position. It seemed that she was blaming me for being uninformed regarding IRMA, stating that the Social Security mails out information every year regarding this. Has anyone else failed to notice this? I encourage you to research the threshold for the earnings limit, prior to filing jointly. My personal position is that my husband's earnings far overshadow mine. Consequently, I will live on far less. Information is power. Again, I feel disappointed in this service, for failing to simply inform us about this significant repercussion of filing jointly. My husband's earnings should have been a red flag for a CPA. This is the first time I have ever posted a negative review, but the intent is to alert and inform others about IRMA, in case their accountant is not astute enough on this subject to advise them of the significant impact it can have on your income.

    Copper Canyon Tax and Financial Services

    Copper Canyon Tax and Financial Services

    (20 reviews)

    Rosemont West

    Mark has handled our taxes for the past several years. Always great service, very professional,…read moreknowledgeable and accurate. Always willing to answer any questions.

    I used Copper Canyon for my 2017 taxes and I'm not sure I will be back. I met with Marc in the fall…read moreof 2017 to make sure I understood what sort of records he would need from me, since my property is an apartment building and also my primary residence. Then I provided all of my records and tax documentation to Copper Canyon at the beginning of March 2018 - admittedly later than I intended. I was told it would take about 2 weeks for my taxes to be prepared. I didn't hear anything so I called back a few times and was told they hadn't been able to get to my file yet. I called back again on April 10, and only at that point was I told I needed to complete an "organizer" which was many pages long. I filled it out right away and sent it back, didn't hear anything, called again and was told I would have to file an extension. Ultimately my taxes weren't filed until the end of May. I wouldn't even care about that if Copper Canyon's communication had been better throughout the process. I paid $535 for their services and I didn't feel like I mattered to them as a client, so I'm not sure I want to go back. I have no complaints about my actual tax filings - as far as I can tell Marc did a great job sifting through my expenses and preparing my return.

    Schouten Klein & Sullivan PC - accountants - Updated September 2026

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