I've worked with a few different people here in 3 years of doing our taxes with legacy and all have…read morebeen great experiences

Very unprofessional. I met with Dawson twice prior to filing. It was a difficult process for me…read moreto get travel and business expenses together. After meeting with Dawson the second time he decided not to finish the filing because of a personal matter going on in my family's lives. My mistake, I thought I was hiring you to complete a service....not to sit on your white horse and make judgement on anything that is going on in my personal life. Here is a little thought Dawson.....IT SHOULD NOT HAVE AFFECTED YOUR PROFESSIONAL RESPONSIBILITY TO FILE TAXES. YOU ARE A TAX ACCOUNTANT, NOT A JUDGE.....IT WAS NONE OF YOUR BUSINESS!!

We have been with Wealth Management Outfitters,LLC for over 20 years. They have always been there…read morefor me when I have questions and always keep me updated on my Accounts. Great Office and Thankful for all their help.

Terrible experience!…read more Went to them requesting help with an IRS issue. Waited for almost 3 months, just for them to bill me and tell me there was nothing they could do for me. They charged me $150 to make 2 phone calls. And the entire time I was in "limbo" waiting, they did not reach out once! I had to call them. Very poor communication!! Then, they prepare a simple tax return...which I still do not understand and could not get an explanation...and they charge an additional $495. For a return with one W2. Rip off! Went back and forth through email with Kristy Bramlett. Her emails say, "let me know if you have any questions." However, when you ask questions and say you don't understand, you get no answers. Do not recommend to anyone! I was going to inquire about other financial services, but why would I trust someone with my money when they don't/won't communicate with their clients??

Very efficient and professional firm. Lynn is an expert in her field and very enjoyable to work…read morewith. She will put you first, so you can't go wrong using their service!!

Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

I've been insured with these guys for over 7 years. Dilshad, Noureen and Fairoz are very helpful…read moreand respectful. They will always look up for discounts and promotions to provide. Coming from All State to these guys was very refreshing. The reason I decided to finally write a review is that lately I've asked for a pre-purchase house insurance policy to process my loan and Dilshad and Fairoz delivered all what I needed in less than 25 minutes, even the loan officer was impressed. When my recent car renewal was up, Noureen was kind enough to walk me through my discounts and other options I didn't consider. All in all a great family owned business and very positive experience.

Casey is amazing!! He has literally saved us financially. I cannot sing his praises enough. He…read moreadvised and walked us through a series of unexpected expenses and losses and informed us of options we were unaware of. Despite the insanity of 2020, we are now in a good position thanks to Casey, adding to our retirement accounts and have gotten our savings back to where it needs to be. I trust Casey and his team to make the best decisions for us, and perhaps best of all, Casey is extremely ethical and I fully trust him with our best interests. I also love that Casey makes himself available to his clients and establishes great relationships... I can and do reach out to Casey when I have financial questions!

WARNING: DO NOT TRUST CBAS TAX & FINANCIAL SERVICES OR TENNESHIA ADAMS!…read more I am sharing my experience to warn others about the fraudulent, unethical, and deceptive practices of Tenneshia Adams and CBAS Tax & Financial Services. What I encountered was nothing short of treacherous, and I would not want anyone else to fall victim to her dishonest tax preparation tactics. My Experience: * Misrepresentation of My Refund Amount - Tenneshia initially lied about my federal refund, telling me it was $4,000.00 when, in reality, IRS records show my actual refund was $4,923.00. * Unauthorized & Inflated Fees - She claimed her tax preparation fee was $500, yet she illegally deducted $1,325.95 from my refund for two years in a row, without my knowledge or consent--resulting in a total unauthorized overcharge of $1,651.90! * Failure to Provide Transparency - She did not disclose my refund breakdown or deductions before filing my taxes, instead waiting until after my taxes were processed to send me vague, pre-dated documents. * Withholding Access to Tax Documents - I repeatedly requested access to my tax records, and she ignored or deflected my requests for transparency. * Intimidation & Deflection Tactics - When I confronted her about the missing money and unauthorized deductions, she tried to intimidate me by falsely claiming she had an attorney and then shifted the focus to unrelated tax matters instead of addressing her fraudulent activity. BEWARE: She is NOT a Trustworthy Tax Preparer! If you value your money, privacy, and legal rights, I strongly advise against using CBAS Tax & Financial Services or Tenneshia Adams. She operates in a dishonest and unethical manner, withholding critical information while taking excessive, unauthorized deductions from clients' refunds. But honestly, what did I expect when her husband is a fraud too? ‍ Former NFL Player Arrested for Staging Hate Crime https://time.com/5677968/nfl-player-arrested-fake-hate-crime-georgia/ I have reported her to the IRS, the Federal Trade Commission (FTC), the Consumer Financial Protection Bureau (CFPB), and the Attorney General's Office. If you have been scammed by her, do not stay silent! File a complaint and demand justice! The pictures don't lie, but Tenneshia and her husband do‼ She advised me $4,000.00 and my refund was $4923.00 She lied, so she could doctor up her fees and when my refund came, I wouldn't have ?s

I have been using this firm for over 10 years now and wouldn't dare to go any where else for the…read moresafety of my taxes. Ms. Adams is my tax preparer and she is nothing short of an angel. She is very knowledgeable, communication is at a 10 and just the feeling of being in trustworthy hands is a blessing in itself. I have recommened several friends and family members to this business because they have proven over and over just how amazing they really are.

Very easy to talk to, answered all my questions and offered the help I needed…read more they offer tax preparation, bookkeeping and payroll for business owners.

In and out in an hour, taxes filed! Everyone was easy to talk to, efficient, and knowledgeable!…read moreThis was easily my favorite tax experience. I also have a follow up item to correct a previous year's taxes, which I didn't know I could do (which will benefit me, now and in the future). Bibi makes it look easy, which put me at ease, and I'm very grateful!