These are the most outstanding wealth management advisors I've ever met. Their wisdom concerning my…read moreinvestments greatly benefitted my portfolio. I recommend them to anyone I can.

We had a horribly negative experience and would never recommend this business. Very unprofessional…read moreorganization.

Kathleen Wells and Patrick Lites have both been amazing! I agree with the other post wondering…read morewould write such horrible reviews. We were in a bad place with a full services firm (planning, preparation, bookkeeping & payroll) that not only didn't do what they were supposed to do, but made a ton of detrimental mistakes and wrong filings with the IRS. L & M not only cleaned up our books quickly, but jumped on it taking care of everything to clean up the mess balancing things to the penny (as they should be) and correcting the federal and state filigs, as well as our employee W2's. They have been extremely responsive, on top of things, thorough, kind and patient with my limited understanding. To say they've been a GOD SEND it to put it lightly. I HIGHLY recommend this firm.

I was really surprised to see the negative reviews. They were so negative that I think they're…read moreeither bogus or there is something else going on. I have used L&M Bookkeeping & Tax services for my personal and my business for years and they have been nothing but great. Service is impeccable and they've helped me in every way possible. Have their been occasions when they didn't call me back until the next day? Sure. But they always got back to me and they always came thru when needed something. Like I said, I've used them both personally and professionally for years and plan on using them for many more years. : )

dont work with these guys. they are frauds. they charged 450$ automatically without my consent and…read morewhen i call them they never pickup. worst unethical people ever

I did my 2017 taxes with MytaxFiler. I couldn't be happier with any other services. Their…read morecommunication and handling of questions, and recommendations were all on point. I have since recommended their service to all my family and friends.

As a real estate broker/investor and airline pilot, my bookkeeping and tax preparation have grown…read moreincreasingly confusing over the last 15 years. Two years ago my wife and I made the decision to engage with Smallwood and Associates, and that has turned out to be a smart business move! Cal has guided us through confusing transactions such as 1031 Exchanges, entity formation/capitalization and intracompany transactions. Even though my wife is a competent CPA, we decided our time was better spent helping our clients and spending time with our family, rather than stressing over the tax code complexities or looking over the shoulder of our prior CPA who merely "checked the boxes." Even during the hectic accounting season, Cal has always found time to sit down with us, face-to-face, to recommend strategies to reduce our tax burden and streamline our bookkeeping. We have saved a considerable sum in taxes since switching, and we no longer sweat tax season. I'm not sure how our experiences could have differed so wildly from the previous reviewer. We've found it easy to communicate with Cal, and we've always received first class treatment, though we're likely one of his smaller accounts. I'm guessing the reviewer probably provided insufficient/incorrect data, expecting miracles. The world's best CPA is no magician, and must rely on data as provided by the client! As the old saying goes, "Junk in, junk out." The "customer comes first" slogan proves a futile defense during an IRS audit! I sleep well at night knowing my returns are ACCURATE. I can enthusiastically recommend Cal as a CPA who will undoubtedly save you headaches while helping you keep more of your hard-earned money! Philip Sterling Broker/REALTOR Sterling Realty Co.

We use Smallwood CPA for all our business accounting needs - they are the best!! Always get our…read morereports back in a timely manner. They took my business that had the worst accounting records in America and transformed them into a completely organized report that is easy to understand, and now I know exactly where I stand financially thanks to Smallwood CPA! No more guessing my numbers YAY!

Contacted from ad for CPA services in Out North Texas 2024 business directory. Made the mistake of…read morecalling them and had three chaotic attempts with contract receptionists who wouldn't say if they were in the CPA firm or a pooled resource. Was forwarded to voice mail to another person not listed with Ron Allen in their ad. Struggled with unprofessional and incognizant receptionist who wanted to act as an information filter to send Mr Allen a message. I finally checked their website which didn't list the other person they had finally allowed me to leave a message on voice mail for, so I'm now totally confused. But I made a 4th attempt and used the web contact portal to describe my needs for CPA services which were several and my timeliness for getting a yes/no response within a few days. It's the 3rd day and no call back, text, or email whether they are available, interested, or unable to engage for any reason. Having been a registered professional engineer I find this pretty abysmal since there was no "out of office" voice mail greeting. At best they need to work with their receptionist. At the worst they need to check their Voicemail and consider getting a clerk who can marshal their front end business interface who knows which CPA services and customers they want or will take and not leave people hanging. Long and short I spent time asking professional friends ing for CPA references and I believe I have a tax CPA who meets muster. I don't recommend anyone who runs their business in this way without the courtesy of response as I believe that we were a good match from Mr Allen's advertisement. I have friends who are CPAs and who work for CPAs and I know how busy and hard they work, so perhaps it is just growing pains here. Good luck in any case.

Curt and Ron helped me in my first year of marriage tremendously. Also did back taxes for my…read moremother and brother-in-law. Did ours quickly and explained thing well. Research required for my brother-in-law and Curt did it well, which allowed him to qualify for much needed aid. Always responsive and helpful.

I cannot say enough great things about R&R Associates Accounting Firm. They were extremely…read morethorough in explaining everything and very responsive throughout the entire process. What truly impressed me most is that Mr. Rodgers handled, in one phone call with the IRS, an issue I had been trying to resolve for years. Something that felt overwhelming and never-ending was finally taken care of quickly and professionally. If you're looking for an accounting firm that is knowledgeable, patient, and truly advocates for you, I highly recommend R&R Associates Accounting Firm.

Actually was able to sit down with Mr Rodgers today There…read morewas a misunderstanding that lead to my earlier review and as a result of our face to face meeting today it looks like we've found our new accountant Thank you Mr Rodger's for your time today

If you are not a fortune 500 business, you will not get taken seriously. It has been over a year…read moresince we switched CPAs and we are still getting letters from the IRS on issues they neglected to get done properly. If I could put no stars on the review, I would.

Awesome company. They are professionals to the core. Always on time, proactive in planning for…read moretaxes. Chakra is very knowledgeable and a pleasure to work with. Their charges are fair!! Try them, I am sure you'll be happy.

Ruchi has been a saving grace for me and an excellent one at that! My tax man unexpectedly passed…read moreaway before the taxes for last year were finalized! I called Ruchi, quickly met with her, shared my copies of the tax documents I had and she took it from there. She reviewed them and discovered several errors in the filings from my previous tax advisor that would likely have caused me problems 'down the road', corrected the documents and got everything back to 'square one'! Oh, and I didn't mention these were for the IRS (US) and the state of Colorado where I had real estate investments. It took numerous calls to the state of CO to get everything resolved but she knew exactly what to say and what to do to get everything resolved with them. All is good now and I'll be using Ruchi for a long, long time! Thank you Ruchi!