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    Taxplanners

    5.0 (4 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Taxplanners

    Payroll services

    Business consulting

    Audit and conflict resolution support

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    2 months ago

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    3 years ago

    Ron drake is the best ! I've been going to him for 15 years! He is honest and tells you what's best for you and your family.

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    Simplex Financial Solutions - Invoice (7.12.22)

    Simplex Financial Solutions

    (124 reviews)

    This is the best place I've filed taxes.... and I was referred by a friend that said this is a…read morehidden jewel. Lizeth's knowledge of accounting is very deep. And her tax saving advices are spot on, she knows the "landscape" really well. She quickly figured out my business and how to position it very well for max tax savings and growth. She saved me thousands of dollar the last few years, which would have been lost if I used similar services that didn't apply all newest practices/regulations etc. She's also super organized and helps you when you need copies of your documents you can't find! The only negative is that she is typically fully booked and hard to get appointment! (That's a good sign ) A final note, I've rarely met such a friendly and helpful energy that takes away all the frustration/fear that comes with taxes

    I strongly caution future clients to think carefully before using this tax preparer…read more My husband and I originally had a good first impression and felt comfortable trusting her with our taxes. Unfortunately, that trust has been lost due to the lack of communication, professionalism, and transparency we have experienced. After our taxes were prepared, we discovered there was a significant difference between the refund amount we were originally told and what was reflected by the IRS. We immediately reached out multiple times by phone and text asking for an explanation and simply requesting communication. We were not asking for anything unreasonable we just wanted answers and an understanding of what happened. Despite multiple attempts to contact her, we still have not received any direct communication, phone call, or explanation. We were later informed through an email that our tax return had been amended, but we were never given a clear explanation of what was changed, why it was changed, or any opportunity to discuss the situation beforehand. This has been extremely disappointing and stressful. When you trust someone with something as important as your taxes, you expect honesty, professionalism, and communication. Unfortunately, that is not the experience we have had. We made every effort to resolve this privately and gave multiple opportunities for communication. We simply wanted answers and transparency, but we continue to be left without an explanation. Future clients deserve a tax professional who values communication, keeps clients informed, and takes their concerns seriously. Based on our experience, we would not recommend using this tax preparer. I truly hope this review encourages her to communication so we can finally resolve this matter. We never wanted it to get to this point. A simple courtesy call or honest explanation could have prevented a lot of frustration. We are still willing to have a professional conversation and understand what happened, but we need communication and transparency.

    Taxplanners - payroll - Updated August 2026

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