We were very disappointed with the services at Morrison and Associates. We hired them to do our…read morebusiness and personal taxes for 2014, and the experience was not a good one. We met with Bill in Feb, to discuss switching our tax services to them. To be fair, Bill was very nice, and he seems very knowledgeable, which is why we made the decision to switch, but things didn't go well after the first meeting. Our corporate taxes were due on March 15th, and they weren't ready until the day before, and there were mistakes made, so we had to file an extension, costing extra money, and this is a tiny, tiny company with no payroll, so it is not as if our taxes are complex at all. During this process, I worked with a person there who did our business return, and as they were adjusting the journal entries in a different manner than we have done the last 8 years, I had questions. I could never get an answer that made sense, and multiple times, after doing my own research, I had to respond that what she was saying was wrong. She would check with Bill, and it turned out that she was wrong. The fact that I have to double check her answers does not give me confidence in having them manage our taxes. After that, we waited for our personal returns, as well as the return for my daughter. Over the next month, I called 4 or 5 times, inquiring as to the status. Sometimes they thought they were almost done, sometimes they thought my daughter's were done but not sure if they were filed, but they said Bill would know, but he is out, and they will call me back. The problem, no one ever called back. Our concern was that if we were going to owe a lot in taxes, I don't want to find out on April 15th I have to come up with a lot of money. Finally taxes were done on April 13th, I went to pick them up, and not only did they have the automatic payment set up for my taxes, but estimated tax payments set for 2015 (which would pay way more than necessary). I had explained upfront, that I pay estimated taxes on my own, based on my earnings which vary. I reminded them of this and they said they would remove the automatic estimated payments. I also noted they were taking part of my state refund and using it to prepay my state taxes for 2015. I asked why would we do this, if I already get a refund every year, that just makes for a bigger refund? They had no answer, but said they would fix it so I received the entire refund Two days later I check my bank account and $2,100 was automatically paid for next years taxes. I called them. They said they made a mistake but oops, too late to undo it. I had to contact the bank to dispute the payment. A week later, I got my State refund...minus the prepayment for next years taxes...I guess they forgot to correct that too. My final complaint came with my bill for services. Before switching, I asked what they charged, and while they said it varies, they gave me the base rates. I explained what I paid previously, and they gave me the impression it would be similar. Guess what? Double. and not just on a small personal return, this was $1400 vs $700 from my previous accounting firm. I understand not giving an exact quote, but when I tell you what I paid last year, and provide copies of my returns so you can see the work, I think you could mention that your services are likely to double for this amount of work. Maybe that is too much to expect. Still, considering our taxes took twice as long to be completed, and I could never get good answers on my questions from anyone other than Bill, and they didn't return phone calls, does not make it a service worth twice as much. Premium price is Ok for premium service, but certainly not for bad service. I let the owner know we were disappointed in the services and why, I never heard back. Though recently an employee contacted me about filing payroll taxes. I explained, I have no employees, no payroll, never have and so I do not need to file.

We have been a long time client of Morrison & Associates and go back to when he was the only person…read morein the 2nd Floor Batavia location. We were always pleased with his service, knowledge, professionalism and advice. Up until this year, in our minds he was the tops. Unfortunately, recently, things really went downhill. When called, he never returned calls or might after two or three messages were left. When emailed, you may or may not get a response. It was constantly having to try to get him to resolve an error made on our 2016 taxes. When you did finally speak with him, different versions of what was done or not done were told. When in actuality, after months of chasing (Feb. thru June), nothing had been done. Finally at the end of June the paperwork was done and we were told to pick it up at the office. When we got there no one at the front desk or in the office was aware of the situation and nothing was left upfront by Bill to pick up and he was not in the office. Needless to say, the Apex team was most helpful in resolving this for us and we finally got the paper so we could send off our check. Understand errors occur - we are human. However, where my disappointment lies is in the huge, out of character lack of response and professionalism shown. Not the Morrison and Associates we had come to respect and love! The delay in response and preparation resulted in additional interest owed. So sorry to see a long term business relationship take this turn.

This is an amazing firm. They put us at complete ease during the entire process and you can just…read moretell Brian is both a compassionate and very well experienced attorney. I suffer from anxiety and they made all my fears disappear. Highly recommended!

The staff was friendly and helpful. All of the steps in the legal process were explained to me and…read moreI had resolution to my legal matters sooner than I had anticipated.

We used Jeanie this year after my mom passed away and we were grateful to have found out she used…read moreher in the past so knew my mom's history. She agreed to do our taxes at the end of February. I was in contact with her throughout the tax period making sure she had all she needed leading up to the 4/15 deadline. Not only did she miss the deadline, she didn't communicate if she filed an extension. She left the office, didn't return calls nor return emails for approx 14 days & left us in the dark "after a grueling tax season and needed a vacation." I have never seen anything so unprofessional. This delay has lead us to pay multiple penalties to the US and state governments since we owed money and it wasn't filed on time. When she finally does decide to reply it's one excuse after another - vacations, slow seasons, busy season, lack of staff. Her negligence cost us time, a lot of money and stress!!! I do not recommend her whatsoever and regret working with her during an already emotional time in our family with the passing of our mother.

I've been working with Jeanie Perry for four years, and every season she's delivered professional,…read moreefficient, and accurate results. My circumstances have shifted, new jobs, growing family, even employer withholding errors, and she's guided me through each challenge with clarity and confidence. On top of that, her services are very reasonably priced and the value she provides is outstanding. I trust her completely and highly recommend her to anyone seeking reliable tax support.

I've been with them over a decade. It was a messy start because I couldn't get out of the…read moremicromanaging aspect and was worried about everything. I calmed down after a few years and trust them to do things correctly. I moved states and they still handle my personal and business records. If I have questions they might take a bit to get back to me or after a reminder but they were always kind to me.

My husband and I decided to take a leap and chose Obbligato for our tax preparation this year. We…read morewill never go anywhere else after this year!! They were beyond professional and took the time to make sure everything was resolved from our previous firm we used. They really offer quality service. It has been quite some time since working with people that go above and beyond to make sure their clients are taken care of. Highly recommended to anyone looking for an accounting firm in the far west suburbs!!!

We've been in the construction business 47 years this September and when our long time CPA was set…read moreto retire, we had no idea where to look. After several great recommendations for Intrinsic DM2 in Geneva, Illinois, we set up an interview. Its been just over three years and I am glad to say, it was the best move we ever made. Yvette and her Team made the transfer over so smooth! Gone are the days when you would drop off a laundry basket to your Accountant and hoped for the best. Intrinsic has a safe site to scan and send personal and business information seamlessly. Prompt, personal, yet professional, Intrinsic DM2 is the best for personal, business and corporation accounting matters. They are are very well equipped to handle starting corporations or just making sure your current company is in compliance. From answering the tough questions, forecasting tax liabilities, making sure your bank statements match and filing employment forms; they do it all. Intrinsic DM2 is like having an expert looking over you at all times. If you have a terrible system for daily accounting and tax prep, its time to step into the future and call them at at (630) 200-7575 or visit www.intrinsicdm2.com

Yvette and her team are STELLAR. I've been in business for 22 years, just started working with them…read moreabout 3 months ago. I cannot say ENOUGH about this business: honest, hard working, kind, patient. ALL of that. Do yourself a favor: hire them.

Don Hopp and staff are second to none as far as accurate, up to date tax information and accounting…read moreservices and have done a fantastic job for me over the last 10 years. His firm is a one stop shop for investment services, tax advice and accounting services.

Mason CPA was my saving grace for tax services last year. Craig is fluent with any tax questions I…read morehad i.e. how to handle a new sole proprietor business, capital gains taxes, home ownership write-offs, etc. For anyone looking for superb customer-orientated tax & accounting services I recommend Mason CPA.

Great CPA firm, looking out for our best interest in lowering our taxes and grow our business!…read more Very cost effective and efficient in planning, strategies and billing process! I suggest them for any small and mid size business, ask for Paul!

Our former CPA retired which forced us to find another accountant for our business. We initially…read morewent to a local company and could not believe how we were treated. A customer of ours told us about Jones, Savarese & Harrington. They are a great company with great people! I am not savvy with all the latest technology but they help me through it with tons of patience. Could not be happier and would highly recommend.