We have used Carol for many years for both personal and business. She's professional and wonderful…read moreto work with and is always highly responsive to the myriad tax questions I have come to her with. She always provides additional valuable tax insight which has guided critical business decisions helping us to maximize our profitability many times over--such that we now consider her an integral trusted advisor on tax and business accounting requirements and have full confidence in her accuracy and the highest degree of ethics in all tax matters. At times I have not liked her response to some of my inquiries, but I know I am being told the truth and thus I can sleep at night not worrying about IRS suits knocking on my door. And if they do, Carol provides this representation as well. :D

I hate taxes.... I love Attentive Accounting. This was the second year of filing my very…read morecomplicated taxes with them, and it has been outstanding. Despite some last minute complications, I was given a great deal of attention and care. I highly recommend.

I don't usually take the time to write a review like this, but WCG just helped me avoid a…read moresix-figure tax liability. I can't express how grateful I am for that. I had previously hired another CPA firm to handle taxes for my small startup. Surprisingly, despite their excellent Yelp reviews, their senior CPA didn't know that an S-Corp election should not be filed electronically when the IRS explicitly requires paper filing in certain cases. Because they mishandled my S-Corp election, my business's S-Corp status remained pending for years until we recently discovered the issue. Worst of all, the firm kept gaslighting me and refused to fix their own mistake. Based on my own calculations, the tax savings from proper S-Corp status could have been six figures, plus potential penalties if the election had ultimately been denied. I then turned to WCG to help resolve the mess. I was already bracing for the worst, paying a six-figure tax bill and possibly suing the previous firm to recover it. My experience with WCG was night-and-day better. The onboarding process was well-organized, and Sally and Amanda developed a thoughtful, reasonable plan to address the problem. I wouldn't have blamed them if it hadn't worked, since the final decision rests with the IRS, but thanks to their expertise in these matters, the plan succeeded! I just wanted to write this to thank them sincerely for everything they did to help me with this case.

I worked with WCG for three years (tax years 2022-2024) after transferring my S-corp filings from a…read moreprevious accounting firm. By April 2025, the experience had become disappointing enough that I decided to move my business elsewhere despite the significant inertia involved in switching firms. No accountant or client relationship is perfect. Tax preparation inevitably involves many details, back-and-forth communication, and occasional hiccups on both sides. When issues arise, the expectation is that systems and expertise help resolve them efficiently. While WCG was consistently personable in written communications, I ultimately found the underlying skills, processes, and systems underwhelming. A few examples illustrate my experience: Tax optimization. WCG's marketing emphasizes a boutique, advisory-driven approach. In reality, the firm operates at a fairly large scale (roughly 80 professionals across multiple locations including Ahmedabad, Laramie, Mitchell, and Colorado Springs). At that scale, details can slip through the cracks. In my case, the home-office deduction, a standard component of my S-corp filings, was omitted in two of the three years I worked with them. To their credit, WCG amended the returns when I identified the error, but the omission required time and effort to detect and correct. I had provided my prior S-corp filings during onboarding, where this deduction was already established. Business consultation package. I also purchased the "Business Consultation / Periodic Business Review (PBR) - Quarterly" service, which was a major reason I chose WCG. In practice, the proactive quarterly strategy sessions described in the package were never initiated by the firm, nor did they appear to be part of a structured operating process. My assigned CPA was available to book for meetings, though email response times could be slow, but the proactive advisory component that was marketed never materialized. Tax payment volatility. In tax year 2023, I overpaid Maine state taxes by more than $9,000, while simultaneously owing over $7,000 federally. In 2025 my combined refund exceeded $10,000. I engage tax support specifically to help smooth estimated payments and avoid this kind of volatility, so these outcomes were surprising for a relatively straightforward single-member LLC structure. Cost versus service. By 2024-2025 I was paying roughly $4,400 annually (including ADP integration) and expected a higher level of personalization and oversight at that price point. Billing and service discontinuation. After requesting that services be terminated on April 9, 2025, and confirming the closure of the relationship, a withdrawal of approximately $11,500 was drafted from my business account nearly 60 days later. The issue ultimately traced back to WCG failing to notify ADP that services had been discontinued, despite two confirmations. Any firm can make a mistake, but in the context of the broader experience it felt like a final illustration of the operational gaps I had encountered. During the engagement I raised some of these issues with WCG's leadership, though I found the responses somewhat procedural and lacking the client-focused judgment one hopes for in a long-term advisory relationship. I found Jason heavy handed and light on EQ. Time and trust are valuable. WCG's frequent automated broadcasts, mass emails, texts, and portal notifications often required time to sort through to determine what actually applied to my business. Over time, I became less confident that the firm's focus was on optimizing my company's tax strategy rather than scaling a technology-driven, semi-automated accounting model. Both onboarding and exiting the firm required considerable time and effort, and I respect well-run small businesses, so I do not share this lightly. My concern is not just the missed tax optimization opportunities, but the significant amount of client time required to identify and correct issues that should have been caught internally. Prospective clients should weigh the convenience of WCG's platform against the level of hands-on oversight and proactive advisory support they expect.

After using another well-known tax and accounting firm in town and feeling like we were a number…read moreand that it was very hard to get personal service, and they made a big mistake too, we decided to look for another tax accountant. I found Carlos through Yelp because he was highly recommended on here and I just have to say that we are already super happy with his availability, his attentiveness to detail, and the way that he is turning our tax situation around. I've switched my business bookkeeping over to his firm as well to simplify things.

This is the place to get your taxes done. Tim and his team did a great job and literally saved us…read morethousands. They spent the time and told us everything we needed to pro are for out appointment and go over the returns. Multiples business and incomes and deployments can be a challenge for the do it yourself type with this many laws and codes at stake. Steven was our CPA and walked us through all the details and gave us recommendations for areas we can improve upon in the future. He left no detail or question unanswered. Plus the price can't be beat. Additionally you get a six month check up to make sure you're on track for the year or need to make any adjustments. Overall very happy with the service and knowledge of everyone involved. Highly recommend. It could save you when you need it most.

Bradshaw & Associates is a top-of-the-line financial consulting and tax firm. I have had them do my…read moretaxes for 4 years. The experience even when I had to pay was awesome. They are thorough, professional, client-centric, knowledgeable and understand each client's needs. I highly recommend their services. Marcy

I was a client of BRW's for four years. Throughout the years, I was consistently let down. It was…read morecommon that I would email with questions, only to need to email again when my emails went unanswered. I was passed around to numerous employees/accountants because employees were repeatedly "no longer with the company" (that lack of retention of team members speaks volumes) and I was never informed of these changes to the employees on my account until I repeatedly sought out answers. In another circumstance, I wasn't informed when my accountant was on maternity leave-no auto response, I had to continually email when I received no response to my emails/questions. Toward the end of our time together, the communication bettered but I was surprised with a 25% increase in fees and was told it was because of my "unique tax situation" (despite my circumstances/services never changing the entire time I was a client). When I asked for those reasonings to be expanded upon, I was "released" as a client. I cannot advise individuals or businesses to work with BRW-your communication will be poor and inconsistent, you will be treated merely as another cog in the wheel and if you question the services or payment, you'll be let go as a client. Find a different accountant now and save yourself the headache. (I also want to point out that every bad review below has the same robot-sounding response that they take their reviews and feedback seriously. Obviously they do not since nothing has changed).

Tax season is stressful. You hire an accountant instead of filing yourself because you want to know…read morethat things are being done correctly. Unfortunately, my experience with Brian and BRW multiplied that stress 10-fold, and was not handled with any kind of care. I was a loyal customer for years, I paid to have my 2022 taxes filed by Brian and his team in March 2023 and submitted my pre-filing paperwork and materials starting January 2023. I received two notifications that my taxes were in the process of being processed and submitted early April 2023. Tax day came and went. I never received any information from BRW that we were filing an extension, or that I needed to submit additional payment and signatures because my taxes were completed. Then, April 30, 2023, Brian informed me with a curt PDF letter attached to an email that they would be discontinuing services to some of their clients. There was no additional information, about the status of my taxes, about the money I had paid for his services, about the confidential materials that I had submitted. Nothing. I followed up for more information and his response was curt and unhelpful. He mentioned that the individual I had been working with was let go, and as a result, all of his clients would also be terminated. He would keep my money and apply it to past services I had already paid for. And an extension had been applied (although there was no proof and I haven't signed anything so I'm not sure if this was the case). The communication around this entire process has been unprofessional and I feel for Brian and his team. As someone who runs a company, I know how hard it can be to manage transitions and difficult choices. But it's not an excuse to take people's money, to offer little to no information about the services they've paid for, and to dismiss people like they do not matter.

Accounting Resources has completed my taxes for the past 4 years. They can always be reached in…read moreneed, and answer my questions quickly. Just remember to be kind, schedule an appointment.

Great folks and very knowledgeable. I highly recommend this group! They took care of me and clients…read more Always very satisfied with their service.

Carla is a patient and helpful CPA. She helped us plan ahead and prepare for life events. She is…read morelocal and attentive. I would wholeheartedly recommend her. I used to use turbo tax and I missed out on a lot because I just didn't know what I didn't know. It's well worth going to an expert who is personable friendly and knowledgeable.

Great work! Great Customer Service! Marcelino is honest and thorough. Trustwd representation for…read moretax and financial matters

Why didn't I receive 5-star service? I hired CashTracks and Marcelino Dodge in mid-October 2025…read morebased on their Google reviews. I can't speak to their performance in general, but in my case, it felt like little to no meaningful work was done. For two months, the only updates I received were that Mr. Dodge was attempting--unsuccessfully--to access IRS transcripts. On December 5, I uploaded an IRS Intent to Levy and a Request for a Collection Due Process Hearing through the CashTracks portal. These are time-sensitive documents with a December 31 deadline, yet I received no response. After calling twice on December 15, Mr. Dodge said he would call back in 30 minutes. He later admitted he had just called the IRS during that window. The update he provided was minimal and gave me no confidence the deadline would be met. When I raised concerns about the lack of progress over two months, his tone became defensive. My CPA successfully worked on multiple IRS matters during the shutdown, so attributing the lack of progress to IRS availability does not align with my experience. The communication and follow-through I experienced do not reflect a company with five-star ratings. I ultimately discontinued the relationship and pursued another solution.