Absolutely the best at what he does! (Lonnie Burnham) He has been doing my taxes for as long as I…read morecan rem

Don't believe all the 5 star reviews. After giving Lonnie Burnham the vast majority of my tax…read moreforms/info I asked if I could deduct all the margin interest I paid in 2022 against my gains or should I sell the stock now at a big loss. I was willing to pay him a straight fee for the consultation. He spent 20 or so minutes looking at the numbers and said I should have a small gain. I specifically asked if I needed to sell more stock at a loss to offset those gains and he said NO. I should get a small refund. After his secretary called me to come in and sign the forms she casually said that I owe over $8,000 combined. He didn't have the courtesy to call me directly. Both voicemails have been full for 5 days so I couldn't leave a message and he did not respond to my email. I finally spoke to him and he casually said just sell some stock to pay for it. No apology, no admittance of his error, no responsibility. This is the second time a UT CPA has screwed up my taxes. The first time this big firm just forgot to file my taxes and if I hadn't called to follow up would not have noticed they forgot. WRD

I've worked with David for 5 years now. He is accurate and has helped me understand my taxes. When…read morewe first began I had unfilled taxes for years and he helped me take care of all those years, filing and payments. I met him through my employer and he managed their accounting conscientiously, he worked with me doing accounts payable, receivables and payroll. He made my job easier. It has been a pleasurable and successful experience both professionally and personally. I am honored to recommend him.

I was a bit hesitant about hiring a bookkeeping service located out in Utah since we operate out of…read moreVirginia, but their virtual setup made the distance a non-issue. They took our financial records and efficiently cleaned everything up so it's ready for our CPA. The communication is straightforward without a lot of unnecessary fluff. While it took a little bit of time at the start to get our workflows synced remotely, the end results have been dependable. recommended if you need a reliable remote partner."

My mother worked here all though the 1960's I met all the lawyers and visited their homes and…read moreranches. They really cared for my mom and all of her children. We felt like family. It was so fun to go downtown and visit her office. I am so happy this firm is still around and so happy it's a big part of my childhood memories. My mom was Barbara Dowding she was a legal secretary and worked taking short hand in her own style. She was extremely intelligent and was very much respected for that.

Finally after multiple tries to get in contact regarding a trust, I got ahold of Matt Mitton. Made…read moreexcuses as to why. Conversation terrible, communication and understanding my question was ignored and then within the second sentence he request I come in sign and sign contact and pay him? Very unprofessional would not allow me to speak with my questions. Said "Jesus Christ" and said when I was offended and expressed so he said "well it happens sometimes?" Find a more caring individual when it comes to a family trust. What a ignorant pig! Tried to act more intelligent then I with his condescending words and phrases just because he is an attorney? I don't think so! Jones Waldo firm needs to speak to him regarding his service and handle of delicate situations instead of making it worse! A professional firm should not employee someone that is a his position and he should treat it as such!

Prepared personal tax return & service was professional, affordable, and explained everything…read moreclearly. Must say what a relaxing office space - stress free feeling. Definitely recommend.

I'm so glad Suly has her own office because she always delivers five star service that is reliable…read more She knows tax laws like the back of her hand and is honest. I don't have to worry about the IRS ever auditing me with her help. Me alegra muchísimo que Suly tenga su propia oficina, porque siempre ofrece un servicio de cinco estrellas en el que se puede confiar. Conoce las leyes de impuestos como la palma de su mano y es muy honesta. Con su ayuda, no tengo que preocuparme de que el IRS venga a tocar a mi puerta.

Derek at WSRP is hands down the best tax accountant I have ever had, and I have had many. He…read moreanswers my calls almost every time--even during tax season--or calls me right back, same with texts and emails, which is an unparalleled skill/attribute with tax accountants and is literally worth its weight in gold. They are definitely some of the most expensive tax professionals on the market being 3-5x more expensive than my prior accountants, but considering poor/nonexistent communication and not responding to my emails and calls is what cost me $8k+ in tax penalties, for me it is worth the premium price (although, I have yet to get first bill from them, so we'll see haha). But whatever you do, do NOT go to Daylen at Klingler Associates or Brady at High Country Finance unless you want to start getting a dozen+ IRS letters a week telling you your taxes were done wrong and you owe penalties!!

From the minute I started dealing with this firm I knew I was in good hands. I had put my company…read morein a sticky situation and when I finally admitted I needed help, I'm so lucky I found them. Their professionalism was only outmatched by the extensive knowledge they brought to the table. Thank you so much!!!! customer for life!!

I have been using the same tax professional for the last 22 years and decided that he was not doing…read morewhat was in my best interest, I was refereed to Natalie of Platform Tax & Consulting by a friend and I am EXTREMELY PLEASED and GRATEFUL to her and her staff. From day one Natalie was prompt in returning my phone calls, emails and her staff continued with that policy. As a client that would be needing seven (7) tax returns completed I asked her for a price up front and it was the same amount when the bill came due, no surprises or add in charges. I am probably one of the few people in the US that actually reviews their tax returns every year and they were spot on. Not only were they correct but Natalie even told us that if we made a payment to our IRA how much it would lower our tax bill. I am very happy and satisfied that I was refereed to Platform Tax & Consulting and will continue to do business with them hopefully for the next 22 plus years.

Use to be great. Seems like no one cares anymore. They…read moredon't keep you informed. Hard to talk to anyone or they don't call back.

Extremely professional and knowledgeable about the complexities of navigating healthcare insurance…read more Couldn't be more responsive and helpful. Presented multiple options based on our particular needs and was able to guide us to the best choice. We highly recommend Beyond Health.

I am so grateful to have Colleen on our health insurance team. She is so knowledgeable. It's been…read moreso convenient meeting with her online. I highly recommend her!