I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I had a very disappointing experience working with Crystal as my bookkeeper. While she was pleasant…read moreat the beginning, her attitude quickly shifted and she became consistently rude and difficult to communicate with. One of the biggest issues was her lack of accountability. There were multiple mistakes made by her team, yet she never took ownership or responsibility for them. Instead of acknowledging the errors or offering any kind of apology, she was dismissive and unhelpful. This left me in a tough position, especially when transitioning to a new accountant who had to spend significant time correcting numerous errors. It's frustrating because I've since seen other reviews describing a similar pattern--friendly at first, then becoming rude and unprofessional--which was exactly my experience as well. I would not recommend her services based on my experiences.

Wow!! What can I say about Crystal and her great customer service. I contacted her to complete our…read moretaxes but it was right around tax day. When I realized she was probably swamped, I gave her a phone call to explain we were trying to get everything taken care of in order to apply for a house loan. Once I explained on the phone, she had everything completely finished and ready to file within hours! Her communication is top notch and she never left me feeling I wasn't in the loop with the paper work being filed. Thank you again! #CrystalAreTheBest

I needed a firm that could help me with starting my business and RedDoor was there with all their…read moreexpertise. I worked along with Quila, Ms. Loyd's assistant to get everything done. Ms. Loyd handled all my needs from beginning to end. She helped form my LLC provided me a business plan, operating agreement and were now working on getting my minority certification. She has gone above and beyond in caring for all of my concerns and allowing affordable payments as i am a new business owner. She has invited my company to participate in local networking events and helped me make connections with people in my industry. I want to say thank you all for you help.

I cannot say enough wonderful things about the RedDoor team. They helped me with my business and…read moreanswered all my questions along the way. I'd highly recommend for upcoming entrepreneurs who need guidance and support. Worth every dime!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

I hired Mary in early January to manage my business's financial records, expecting professional and…read moreaccurate bookkeeping. Unfortunately, she did not batch payments to each invoice as required. Instead, she made journal entries because she said "that is how we clear the deposits we cannot match to the bank statement". Of course they can be matched. That is not the correct method for keeping books for a small business. This approach may have saved her a lot of time, but it has caused significant issues for us. We had to undo all the deposits for the last 3 months, redo them, and match payments properly to ensure the records are accurate. This may be something that large corporations do but a small business must have accurate customer records. My last 2 bookkeepers (over a 25-year period) matched each payment with each individual invoice, correctly. I didn't want to leave this review, but Mary has refused to reimburse me for what I paid her for March books even though I am having to undue and redo all the deposits since the beginning of January when she began keeping my books. I have worked an extra 15-20 hours a week for a month to fix the books from Jan to now. I never would have hired Mary had I known she would think this was an okay practice. BEWARE!!! This experience has been frustrating and time-consuming. Proper bookkeeping is essential for maintaining accurate financial records, and shortcuts like these can lead to more work and potential errors down the line. I would not recommend this bookkeeper for anyone looking for thorough and precise bookkeeping services. I am tired and can never get this time back with my family. .

I have used Mary for around 5 years. She is always quick, professional, and reliable…read more Highly recommended!!

The best experience here in Texas, Alicia is the best agent out there. Always ready to answer the…read morequestions. They have tremendous experience in everything related to raising small businesses and everything related to taxes. Is and will be my cpa.

So glad to have the services provided by RegiaTax. I have been using Alicia for a few years now to…read moredo my taxes and she continues to be thorough in going through my tax statement. I feel certain that she is working to make sure I am getting the largest refund possible each year that I file with her.

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

I am in the process of filing official complaints to the state as well as the BBB for fraudulent…read morebusiness practices. In the meantime, I want to prevent others from going through the nonsense i did. Stay far away. This group, Jay Haney in particular, is dishonest and has no professionalism. Before i filed a complaint, i offered a solution. I asked Jay Haney, the owner, to give me honest answers about what exactly happened with my books. I believe in human kindness and benefit of the doubt but after neglecting to adhere to a contractual obligation to my business and refusing to respond to a simple question about my account, I'm going in full force to see that this company is investigated. The biggest frustration i had with this business is communication and dishonesty. We all make mistakes but don't ignore 24 attempts to contact you! Please do not trust this business and stay far away. If you need additional back up, their listing will be up with the BBB soon. Feel free to contact me if you want more info. But please, seek services from another business. If you do not believe me, do some searches on the business and the owner. I hate writing bad yelp reviews for any other small business owner but because of the damage to my company books as well as the all around dishonesty, i will not be quiet about how bad this business is. I also gave jay more than 3 chances to solve this amicably. UPDATE: 10/30 I hired another bookkeeper to clean up the mess this place made. Her feedback was the same as mine. How are they in business? They did NOTHING behind the scenes. Stay FAR AWAY. also, they still haven't responded to the BBB! Tells a LOT! These people are dishonest and do not follow standard bookkeeping practices. I had to redo my books for 1.5 years. They will be out of business soon.

DO NOT HIRE. As a new business owner, I hired Lone Star Professional Services to take care of my…read moremonthly bookkeeping, and paid them a retainer fee to do so. Long story short, when tax time came around, I had to hire a CPA to re-do ALL of the bookkeeping. I had paid Lonestar about $1500 to do services that they never delivered on. Unfortunately, it took me about a year to realize I was being scammed, and despite my multiple requests for refunds, they have not done so. If you would like to read more about the issues I encountered, you may continue reading: - Lonestar did not include my primary checking account in the bookkeeping services, despite knowing about the account. - Lonestar had incredibly poor communication, the bookkeeper failing to return my calls, emails, and it taking months to get set up with a simple phone call or meeting. - Lonestar promised monthly P&L statements, and only delivered this ONCE after my direct request. - I made the mistake of recommending Lonestar to another organization early on, and Lonestar also failed to deliver to this organization. - Lonestar did not incorporate any letter of engagement. Again, as a new business owner, I did not know this is something a bookkeeper/CPA should have. Basically, there was no contract or anything in writing that holds the organization accountable. - Lonestar recommended S-Corp status to me, then never filed the appropriate documents, and led me to believe that I could pay myself a "salary" by simply arranging an owners draw (now I know these are actually quite different things). This led me to lose a significant amount of money in taxes at the end of the year. I could go on. This organization scammed me out of over a thousand dollars, and I'm sure they are doing this to others on the daily. I'm very disappointed, as Brendon Wells, my primary contact, appeared to be a trustworthy and helpful guy. NOT recommended. DO NOT HIRE.

The organization perpetuates discrimination. The customer service rep Josh told me I had a mental…read morehealth startup when I make beverages. Yes, I volunteer with a mental health startup called Silence the Shame but the organization upholds attitudes that stigmatizes mental wellness advocacy. This is not right. I was asking about bookkeeping services about my books. For exercising my first amendment right, they threaten me. Bring it! People have a right to know about discriminatory practices.

Before I used their services, I read the reviews. being a positive thinking person, I decided to…read moreignore the bad reviews, I though you can't please everyone. UNFORTUNATELY, the review I remembered the most, was about how bad this job was done, now I understand this person's frustration. The person said they messed up his/her books. that it was worse than before. Exactly the same thing happened to me. This lady J. -I will disclose more inf later- Messed it up a big time worse than it was. She categorize every expense as fuel even the taxes payments, also the checks numbers written to contractors, appeared as expenses, as if there were duplicates and I have to hire someone else to try to straight out her mess; On top of this they charged me for mis categorized everything, and ask for another 5 hours to complete the task. Big mistake. The fist person I talked to gave me confidence, since he explained all the process, he told me there was a second person that will assign me an accountant "a good one". there was not communication between the last two. I am about to explote :(