Slade & Company Certified Public Accountants: 2025 Apr (4.25 of 5) Tax Time = Stress Time: Tax time, to me, is the most stressful time of the year. Even though I am diligent at noting every receipt, expenses and income on excel spreadsheets... the result remains - that the stress and load does not lessen. My husband and I are both self-employed, and the law always change, so there's always that unknown. For the last two years, we hired the services of Slade & Company. This being the toughest month to handle in any year, we're glad to have the assistance of Cynthia Eddy and Jessica Mason. They responded to my questions and concerns fairly quickly, and we got our taxes completed at a timely manner. read more

The really is a one star review. I am dissatisfied with the attorney who was working or rather, not working on my case. We'll keep the details out. Client privilege as such. However, Adriana Rivera, the Tax Assistant, came through for me! So it is 5 shining stars for Adriana! read more

William is very knowledgeable and informative. He has been taking care of all our tax and financial business with the utmost care for many years. We feel confident and secure trusting William with all our most important financial investment and tax needs. I wouldn't go anywhere else. My wife and I have moved a long distance away, however we know of no other place that we would go for our tax and financial business and thus, we travel (Also "zoom" in) for our meetings! William is the best!!!!! read more

Just received a "note " from IRS that we owned an addition 3856.dollars. Hummm. Did I miss something that we pay accountants to prepare our taxes correctly???? Well Slade...actually Silvana...made a big mistake. The customer service is all about money. You cant look over your tax return until you pay up front!!!! We have to pay a penalty of 100 dollars because of Silvana's mistake. Tried calling but of course bankers hours. I would assume the firm would pay the 100 dollars....They should guarantee their results. In all my years of tax returns of professionals, this is the first time that a mistake was made. So I would not recommend this firm. read more

I have used Slade & Co for a couple of years now. In 2023 I learned that my 2022 taxes was not filed. I contacted them, and to be fair, they handled it promptly. Now, I have learned that they filed my 2022 taxes completely wrong. I have been trying to contact both Will and Victoria Joyce for a month now, with no response on how to resolve this. Emails, phone calls and voicemails go completely ignored. After reading some reviews, I can see that I am not the only customer to be ignored. Now with no response I am left to clean up the mess with no direction on how to do so, besides trying to find a more helpful CPA. read more

Definitely DO NOT Recommend: I had always prepared my own taxes, but they had become increasingly more complicated, so I asked friends to recommend a tax professional. They had been using William Slade, Mng. Dir. of Slade & Company, for yrs & were happy with his srvcs. So, I reached out to Mr. Slade via eml on 7/22/22. He rspnd via eml on 8/1/22. I replied outlining why I was seeking his help, & we had our 1st Zoom mtg on 8/3/22. During this mtg, I told Mr. Slade the main reason I was seeking his help was to review my 2019 fed'l & state tax rtrns that I had prepared myself. I moved from CA to WA in 2019 & I had a strong feeling that I overpaid both entities. He informed me it was a good thing that I contacted him now b/c the statute of limitations for filing amndmnts is 3 yrs, so this filing year was my last oppty. He said that once he had all my docs, he would have something for me to review in about a week. I completed their Tax Organizer form and uploaded my docs to their portal by 8/5/22 & sent an eml to his asstnt to inform her my part was complete. She did not respond. I sent a flw-up eml on 8/12/22; again, no reply. Btwn 8/18/22 and 9/22/22, I called 3 more times. In a call on 9/27/22, Mr. Slade again said that I would recv something shortly. I did not. On 11/28/22, I sent an eml to Mr. Slade for a status update & a Zoom mtg was set for 12/6/22. During this mtg, he again assured me that I would recv something shortly. I had svrl more eml exchanges with the firm's mngr on 1/29 & 1/30, 2023. (Still, no work had been done on my accnt.) She was rchng out to "remind me that the client portal they'd been using was being discntnd, and that, as prev communicated, they were transitioning to a more modern SmartVault for their client portal." I let her know that I had never rec'd an eml about this, nor an invitation to register on SV. It was not in my spam folder either. I asked her to resend it. Twice. When I finally rec'd the invite and registered on the new portal, there was no sub-folder in my acct for me to upload files to. Even after she created the sub-folder, there were still problems, & I was unable to access it until they did some back-end trblshtng. I also asked if the files that I had prvsly uploaded into folders in their old portal would be transferred into this new SM system. She said those files would be saved to their computer server, not in SM. On 4/4/23, Mr. Slade & I met again via Zoom. Still, no work had been done on my acct, but he assured me that he would begin wrkng on it as soon as our mtg was over & that I shouldn't worry; all would be done on time. We met again via Zoom on 4/6/23 so he could review my results. He was excited to inform me that I had indeed overpaid both fed'l and state for 2019 and that I was due over $7,000+intst in refunds from each, ttlng over $14,000. His asstnt overnighted the rtrns for me to sign, along with cert recpt mailers to submit the amended rtrns, which I did immdtly after signing on 4/7/23. I also paid S&C in full for their srvcs on 4/7/23. I rec'd the CA refund on 6/12/23. H/E, on 12/12/23, I rec'd a notice from the IRS stating that they rejected my refund claim b/c "the amended return was not timely filed." I reached out to S&C the same day via eml providing them with this rejection notice + uploaded it to their SV portal. I rec'd an eml notice from SV that it had been retrieved from the portal, but no one from S&C reached out or replied to my inquiry asking if I had any recourse. I hired S&C and supplied everything they req'd nearly 9 mos. in advance of the filing deadline. If Mr. Slade had prepared my amended 2019 returns when I first hired him, or even after the subsequent times I asked for an update, the IRS would have rec'd it in plenty of time. H/E, he chose not to begin wrkng on my acct until just days away from the filing deadline. B/C of his negligence in the untimely handling of my acct, the IRS rejected my substantial refund claim. Side Note: In my 1st mtg with Mr. Slade, I asked about his fee; if it was hrly or a flat rate. He quoted me a flat rate that would incl preparing my 2022 tax rtrn AND reviewing my past rtrns for 2019-2021 + filing any needed amndmnts. He also said it would incl phn check-ins for any questions. But he failed to note this in my file or pass along to his staff. When I called his ofc to talk to him about my acct status, I was told I would be charged $375/hr to spk w/ him. When I got thru to him, I infrmd him of this, & he assured me that I would not be charged. And I was not. When he finally worked on my acct, he prepared my 2022 return 1st, so his asstnt sent me a bill which ttld the amount Mr. Slade had quoted me originally. After he prepared my 2019 amended rtrns, his asstnt told me that I owed another amount = to the fee already charged for the 2022 rtrn. I informed her of what Mr. Slade had quoted me, & asked her to please check with him. She did, & he confirmed the original amount. read more

We have been using Slade Co for many years for bookkeeping and corp fillings. Our company has been very satisfied with their service and tax guidance. Would recommend them to any business for accounting services. read more

Very poor service. 1. Unresponsive 2. Does not follow up 3. They lure you to be a first time customer, but does not know the basics of how to keep the customer happy read more

If after reading my review, you continue to utilize this company for your tax filing needs, you can blame nobody but yourself. I just found out today that Will Slade's actions cost me $2000 in IRS penalties. I had my taxes filed in October 2013 for the 2012 Tax year. I had Will Slade help me file my taxes and it was nothing but a horrific experience and a complete nightmare from day 1. My employee recommended him, so I decided to give him a shot. My employee has seen everything that has occurred and agrees that it is completely unacceptable and we will never recommend this company to anybody ever again. My employee's review is Scott W. and he will be taking that down because he agrees that Will Slade is a joke; a very bad and costly joke for me. Will Slade is rarely available, he is almost always late to appointments and he would cancel or change meeting/phone appointment times because he is "so busy". He comes across as very intelligent and competent, but after experiencing his personal work on my filings and his personal values, I have definitive proof that he is not. I could write a 50 page novella on what happened with my 2012 taxes, but I will try and make this as short and helpful as possible. 1) William Slade was give 3+ weeks in September/October 2013, which is not supposed to be an overwhelmingly busy time, to file my taxes. He said he would have no problem filing by the October 15th cut off. He literally filed at the last hour and made it a huge pain for our family the entire time. 2) We found out in February when going through a refinance that he used some other company's EIN # on our LLC returns and our personal returns. 3) We also found out that he double reported a LLC member's income on her K-1 and the member thought we were trying to pass on income onto them to reduce our liability. We had to deal with their attorney. Fun!! 4) We brought up both these issues to Will Slade's attention in February 2014 and he said that he would correct and re-file. 5) We then found multiple reporting mistakes when we were purchasing a home in April 2014 and we brought these to Will Slade's attention again. 6) In May of 2014 we were contacted by the FTB and IRS stating that our LLC taxes were never filed in the first place in October 2013 and the changes to the EIN on our personal taxes were not made and the income reported for the LLC member was not changed. None of the mistakes were addressed and the TAXES WEREN'T EVEN FILED!! 7) We tried multiple emails and phone calls from February to May to contact William Slade, but he never returned our calls or emails to address his mistakes. The only time I heard from him was he wanted to stand by the way he reported my income and to give me a speech on his vast knowledge of these facts. He then finally emailed me that he "refiled" the EIN # for the LLC, but didn't address all of the other issues. We emailed and called him again and he didn't respond. 8) Finally in May of 2014, we emailed him that we were contacted by the FTB and IRS and that he didn't re-file and fix any of his mistakes and worse, he didn't even file our taxes the previous October. We said we were going to file an official complaint with the IRS and dispute the charges we paid him on our Credit Card. We are still going to do both. 9) This is where it gets good: Will Slade replied with a crazy story full of lies and misguided statements. He said that we never paid him to file the LLC and that we never gave him the opportunity to file the LLC returns because we weren't available to sign the forms at our office. Everyone in my office knows I am always here and he is making this up. They have all seen how he works. He stated that because we found mistakes in April 2014 that he didn't feel he should change, he never filed our taxes the previous October 2013. 10) This is so beyond untrue and illogical, my wife and I don't know where to begin. We paid him the fee he told us he was charging us for both filings. He told us he filed everything and he even emailed us the one time in February that he would re-file the LLC taxes based on the mistakes he made. If he was never available and he told us he filed everything, how could we have not given him the opportunity to file? How does something that occurs in April 2014 affect the past (October 2013)?? Is Will Slade stating that he knows the future and knew that the disagreements and mistakes we found in 2014 would occur and that is why he decided not to file the taxes 6 months earlier?? This guy is not only terrible at his job, he is obviously very confused and his way of addressing his negligence is by making up stories to excuse his actions. I tell my kids that this is called lying and there are consequences for lying. Well, we will see what the IRS says. If this is how Will Slade does business, he needs to quit immediately. read more

My wife and I came upon Slade and Co via a 20+ year relationship with William (Bill) C. Downey, EA. Our experience with Bill had been excellent. You don't stay with somebody for 20 years if you're unhappy. In any case, Bill is nearing retirement and joined with Slade and Co earlier this year in, what I suspect was, an attempt to gracefully leave his practice behind in the hands of a new firm (and probably make a few bucks in the process). All good and fine. This year's tax appointment started as they have for the past 20 years. In early April I met with Bill and handed over my tax docs. I had everything ready minus a K1 form that, like most years, lagged behind my other docs. Bill told me he would file an extension if the K1 didn't arrive in time, and that's exactly what he did. Although I didn't get confirmation of that for some time. This is where things started to unravel. My K1 arrived April 14th. I emailed a PDF version of it to Bill at his Slade and Co email and told him to file my return as soon as he could. After not hearing back from Bill for several weeks I sent another email, then another and another. No answer. I called and when he didn't answer I tried to leave a voice mail but the voicemail was not set up. I then called the receptionist at Slade who told me Bill was out of the office and I left a message with her. I was never to hear from Bill again. This was late May. Up to this point I mostly blamed Bill for leaving us high and dry. To this day I don't know what became of Bill since I never heard back from him. And unfortunately I have no working email or phone numbers other than the Slade and Co ones (which really don't work). A sad way to end a 20 year relationship. As a result the message I left with the receptionist I finally got a call from a Leesah Marvin who I had never met. She apologized for the confusion and made some excuses as to why I hadn't been able to contact Bill. Leesah told me that my return would be readied and a few days later I received an email with our returns and documents requiring signatures. The email was from Bill but sent from Leesah's email account. I signed them and immediately emailed scanned copies to both Bill and Leesah and sent the signed originals along with a check for payment via postal mail. This was early June. Several additional emails (sent to both Bill and Leesah) and phone calls were attempted to get confirmation that my return had actually been filed. No replies to anything. However, my check was promptly cashed. I was leaving a few days later for a month's vacation in Europe so I figured I'd sort it all out when I returned in mid July. In late June while we were still away our refund checks were deposited in our bank. That was the only confirmation I received that our returns had been filed. Fast forward to September and I had not received my tax documents that I had left with Bill Downey during our appointment in April. I sent another email requesting them and this time I got a response a few days later. And a few days after that my docs arrive in the mail. My main complaint with Slade and Co is around the difficulties I had trying to communicate with them and the stress the lack of information exposed me to. Whether it was emails/calls to my old tax guy Bill or subsequent exchanges with Leesah, most of my emails/calls went unreturned. I might have been willing to write this off to "system problems" with their email and phone systems but after reading other reviews it seems I'm not the only one who has experienced poor communication. So for the 2015 tax season I'll be in search of a new tax person/firm in hopes of finding somebody else who can do my returns for the next 20 years. read more

I've been working with them for a while now. They have really grown over the past few years, like really grown. The tax returns have always been done pretty quickly, especially when I talk to friends who have returns that take months to get done. They stress tax planning during the summer to make sure you don't have surprises, which is what I had a lot of before them. The staff is really friendly and knowledgeable, they do get busy during the tax season. read more

They really helped me wirh my tax problems in 2009. Since then... I gave my tax papers for my 2010 taxes. I kept calling & calling. Finally called the Washington Slade, where Jerry went, to leave a message for them to call me. Multiple times. Linda Brady was supposed to be doing the taxes, but "my daughter got married"(a number of times), "I had the flu" (a number of times). Yes there were the California fires. Over 2 years I kept leaving messages. I couldn't get a real person on, literally never. When I did get a call back I tried to find out how much I owed for taxes. They said they couldn't tell me until I paid them. I finally got Linda on the phone, so she said she would go over my taxes with me. She started to hemm & haw around: turns out that they never did my taxes at all!!! The last taxes were from the previous year they did! It still took weeks to get them to tell me they were done! Now over a year later, they finally sent back my documents from those taxes. If you are still considering them, call & see how long it takes to get an actual person (never) or how quickly you get a call back (weeks or months). They used to be great when Jerry was therre. Not so much now. read more

I have been working with Slade & Co for the last year and they have been awesome at helping with filing my taxes last year, along with planning for my 2018 filing. The staff is polite, knowledgeable, and responsive. I have referred friends and other small business owners, and they have all told me how appreciative they were that they found Will and his staff! read more

Will Slade is easy to work with and more than knowledgeable about ALL things Taxes, Business, and Financial Planning. He has been filing my taxes for several years and recently helped me get my new company get off the ground. Without Will... I would have been lost and probably would still be trying to figure out how to get my business started, OR I would have started it wrong and paying penalties to our lovely state of CA. Thank you Will for everything! read more

Will Slade is a wonderful "tax guy". I've used him for 2 years now and he never disappoints. He is very thorough and professional and stays in contact with me at all times. I would recommend Will to anyone. I will continue to use Will for years to come. read more

Will has been doing my taxes for the past 4 years and is the best CPA I have ever worked with. I own 2 companies (1 that used to be a corporate entity) and 3 properties and he has consistently simplified what could otherwise be a complicated tax situation. He obviously loves what he does and he is always great to work with. He doesn't just do your taxes. He also gives you great advice regarding long term income tax planning, the best ways to mitigate income taxes, and simple tax accounting methods. I would recommend Will to all people looking for a CPA. read more