I used this firm in 2018. As a self employed sole proprietor, I should not have ever paid…read moreunemployment insurance, which they had me file /pay fourth quarter. When I caught the error and stopped paying, it triggered a large "overdue/penalty" from the state, which I have been fighting for a year. Dealing with the state is a nightmare. Additionally, they filed a deduction for my ROTH Ira, which can not be deducted. Another tax penalty. I would strongly suggest interviewing other accounting firms.

Pretty disappointing experience with this business. I called during the business day and had to…read moreleave a voicemail, I explained I am new in town and I need to begin managing my own and my mother's finances (which I now manage as a fiduciary). I got a callback a day later, which is reasonable I suppose. The person offered an hour session to explain what they do for $150. I explained that having a professional manage my finances is new for me, and I was even sure if the services they offered applied to my scenario - And that I'd want to have a brief explanation of what they do and how that applied to my situation before proceeding. I think that's also reasonable. I don't care how good you are or how busy you are, charging me for a sales pitch isn't how you do it and I cannot believe they have any sense of customer service or care about their clients. In my professional experience I have worked with and hired top-notch consultants who are in high demand, and I have never heard of such a thing until now. Yes, I've paid for scoping, but that's after they pitched me as to why I should go with them...

As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately,…read morethat "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn't wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself. From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on. Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it's rare to find someone who empowers you to keep up with them. Lozelle is also one of the kindest, most supportive people you'll ever meet. I'm deeply grateful for the way she's made mentorship a fundamental part of what she does. She's not only helped me navigate a variety of challenges and uncertainties - pandemic-related and otherwise - she's also strengthened my operational skills and strategic-planning abilities. Deciding to hire Closing Your Books continues to be one of the best business decisions I've ever made. And, thanks to Lozelle, I rest easy knowing that we'll continue to make smart, financially strategic choices as we pivot, evolve, and grow. We heartily recommend her to colleagues and clients every time!

I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was…read morereluctant to hand over all of our book-keeping responsibilities and appreciated her focus on "teaching us to fish" instead of just doing everything for us. She guided us through the process and let us do a lot but also stepped in when we were getting off track. I feel like we're on really strong footing now thanks to her and will absolutely reach out again and again as we need help. I love knowing that we have someone very skilled in our corner to help with anything we need while also feeling empowered that we own our own bookkeeping process. The recaps that she sent out after each session are also very valuable tools.

The are dedicated to providing excellent service with emphasis on quality, honesty, integrity and…read morecompliance. I have had a wonderful working relationship with Wilcox Arredondo for several years now and am always made to feel, when I call, that I am more than a client but also a friend. Thank you for taking such good care of me and my company.

Cindy was so rude. Will never come back to this place again. She was very belittling while trying…read moreto get my taxes done.

Cyndy is a very good tax accountant, she has been helping us with all kinds of projects over the…read moreyears. Nice small, local business.

I've been with State Farm for over 30 yrs and Larry's team is the best yet. Friendly, responsive,…read morehelpful. And local in my little town. Couldn't ask for more.

This company is terrific!! Karen Jacobson has helped me through a messy 1031 and caught errors on…read moresome K -2 forms and been patient as they never seem to arrive at the designated time. She has walked me through some finicky donations. She educates when asked a question. She ensures taxes to state and Fed are documented for the people on payroll. Cannot remember how I found her but am grateful. Prior firm was KPMG

I had drug my feet to do my taxes until the last minute. I normally do my own with a software…read moreprogram, but last year we had a lot of unusual situations, so I finally broke down and called to see if they could do this at the last minute (2 1/2 weeks before due!). It didn't phase them and they turned my taxes right around without needing an extension. It was a huge relief and so easy for me. It didn't cost that much more than the annual software fee. Totally worth it!

I've been doing my taxes with Natalie for a couple years now, and I'm so glad she finally has her…read moreown business! She's so great and works very hard to get you the most out of taxes as possible! Natalie has a strong work ethic and an eye for detail, I mean look at her fancy folders she sends you home with. I highly recommend even if it's out of your way to drive, or even give her a call, she is willing to work with you.

Very Professional tax service, provided by Amy & her staff. Highly recommend, especially if your…read moretaxes require a professional to ensure they are done correctly.

I am flabbergasted at how much it cost!! A retired person on Social Security and not much of…read moreanything else. $713. What a rip off. My bad for not asking but my husband and I have complicated taxes and we pay $500. Do not recommend