I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

I'm still in the initial stages of working with Apex, but I'm extermely impressed with Alvin and…read morethe information and service I've received so far. He has been helpful and I like that he is not just a "tax service" but also can help us in planning our financial future. His personal touch is a breath of fresh air. I look forward to continuing our relationship for many years.

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.

I just started using Patti and can say that I feel very fortunate with finding her. She has…read moreassisted me greatly with understanding the in's and outs of my new business as far as taxes and such go. I dont know where I would be without her and I look forward to a long business relationship with her.

From the owner: Small Business and Individual Tax Advice and Preparation. My comprehensive online portal makes it…read moreeasy to exchange documents and progress with the completion of the Tax returns. Unable to accept new clients.

This guy is the real deal. First rate service and excellent results. On time and truly excellent,read more

I had the same accountant for 26 years before moving to WA, making the transition to a new area…read moremore difficult. Aaron Hastings assisted me with the transition to WA. I have worked with him for the last two years, and find him to be competent, efficient and extremely knowledgeable. Transitioning from full time employment to retirement necessitated more than a few changes to my return. Aaron was able to assist me in a thorough & professional manner. I will continue to work with him. Thank you.

I called CPA Solutions and talked to Brent about my tax situation. He was able to give me some…read moregreat advice. I would highly recommend them

I called with a question on my personal taxes. Brent gave me two detailed options over the phone…read more No pressure at all.

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Tax alternatives does my personal and business taxes. Very professional and gets my taxes done…read moretimely. Highly recommended!! We love their service

Wanted to update: these tax people wanted the review changed and wanted to convince us the irs…read moreletter we received was a hoax. It was not and our new tax person found additional mistakes on the tax return. If we hadn't moved, we already knew we would not be using them again. Worst freaking tax people ever!!!! First we work with a lady who screwed up our initial returnand we caught her thousand dollar mistake and made her fix it. A year later we are getting information from the irs saying that there is a 9000k mistake she made AFTER SHE SUPPOSEDLY FIXED IT!!!!! We took our return to our new tax person and she found a ton of mistakes. Avoid these people at all costs!!!!

Sue has been doing my taxes for several years and she never disappoints! She's such a sweet woman,…read moreand funny too. Bring your patience, she's busy and first come first serve. (You can leave your stuff with her and come back later but I never do that...)

I needed my taxes done last minute. Shirley was so sweet, as was Sue, and very helpful. They got…read moremy taxes done super fast, and were very knowledgeable to help me get the most refund I could get. Thanks ladies!

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.

Their service call center phone system bites! it takes for to get through the aut system and then…read morewhen you reach someone, all they can do is say, "I'm sorry," because they cannot transfer to to a human at the location where your taxes were done! Plus, they never call you back when you send in an email requesting an appointment to inquire why the taxes they completed did not match with the IRS!!!!! I should not be held in limbo because their system doesn't work!

The tax preparer was confusing. I had a list of everything I needed to provide tax forms for. She…read moremissed my retirement and my social security. I told them to wait til Monday I would come back. Arbrianna at the front desk was one of the rudest people I've ever met. Would not listen, I finally said let me just take my papers and I'll pay for the prep that was done. Then she was confrontative. Nasty attitude, overwhelmed, rolling her eyes.