BEWARE!! I recently hired the Dolins Group to help me prepare my taxes after the sale of my…read morebusiness with the hope of minimizing my exposure to capital gains taxes. The communication, investigative research, guidance, and counsel provided by The Dolins Group was absolutely HORRIBLE! I asked on several occasions (five to be exact) for a formal review and Q&A session. I was never granted the review and ultimately received an email suggesting that I prepay hundreds of thousands of dollars to the state and the IRS while requesting an extension...no review...no discussion...an email with the extension request and the payment voucher. I contacted Steve Dolins to express my disappointment and he simply disregarded my concerns and claimed this to be standard operating procedure. He also sent me an invoice for $5,600 without providing any work product!! Was I furious? Yes! So he resigned as my accountant after I had already prepaid the taxes that he instructed. Now he is unwilling to provide me with the data and forms that correspond with the payments I made. If you're seeking good counsel, knowledgeable staff support, high quality customer service, and reasonable cost structure....THIS IS NOT YOUR PLACE!!! BUYER BEWARE!! I will also be filing with the BBB!

Terrible, would not recommend. Very unorganized, over-billing and mistakes on all my tax returns…read morefor 3 year....done!

Renee, a CPA, gave a "Your Money: Making the Most of Social Security" Arlington Heights Memorial…read moreLibrary presentation. I attended with my dad. They offered a free 1hr consultation with Dala's owner, Mike Heatwole, CFP®, AWMA® for those who fill out the form after. Said normally, a consultation costs ~$400. My parents are 65+ old and have complex Social Security Qs with public benefit eligibility requirements. At our consultation by phone, Mike got our info and Qs. He made estate planning recommendations, in terms of best financial outcomes. He connected us to an attorney outside of his firm for our complex Qs. Both Renee and Mike seem knowledgable and nice. FYI, we did not pay for their services.

I recommend Mike Heatwole at The Dala Group if you are looking for a financial advisor for the…read morefirst time or if you are considering switching to a new advisor. Mike's expertise and knowledge of financial planning is second to none. He gives you great ideas to think about without the "high pressure" you get from other financial advisors. In the end, he always respects your decision. And he knows his math! His analysis of your net worth and how your financial resources can be used into your 90's is substantiated and justified without all the "guessing" that other advisors do. If you want to see him in action, I suggest that you attend one of his free lectures in Social Security. It's an eye opener! Ted B., Park Ridge, IL

Lists an address in Chicago but all events outside the city and originally advised a yearly meeting…read moreto discuss and review finances only by phone or Zoom. Would never have signed up if I knew not able to meet yearly. They give out a fancy binder with a place to review yearly but never available in person. VERY SORRY I INVESTED WITH THEM. Unable to get my money out for10 years. Stay away from this company.

Been a customer for 2 years, only earned 1/4% in a market where 4-5% on savings and cd's are…read morecommon. Contacted the insurance company that has the annuity to remove funds, they will only give apx 85% of account balance back. An annuity through MTD was the worst decision I could make. Did not live up to the (hype) projections.

As a businessman, my taxes are not simple and can unfortunately make the average accountant start…read moreto sweat. From my 1st call to Strategic Tax Consultants I was warmly greeted and was quickly put in touch within the hour with Shehzad. He took the time to learn about me and my business, had ample knowledge to manage the tasks at hand and could eloquently answer questions as if we had been working together for years. He is a solid tax professional that you can rely on and he follows through on his word. Their fees are more than reasonable for the service you will receive. Will recommend others. Thank you so much!

I never thought I would be writing a review for my Accountant but these guys definitely deserve it!…read moreWhat I appreciate the most is that they are always a phone call away which is very important for a small business owner like myself. I was referred to them by a friend three years ago and since then I have been a loyal customer. In fact I have referred multiple friends and family members to them for either book keeping or personal tax returns and they have all been very satisfied. If you are in the market for an Accountant, definitely call them. I think they still have special rates for first time customers....

This firm has done my taxes for the past few years and every year, goes above and beyond to put…read moretogether a detailed package for me. They have incredible staff and have always asked questions, kept me in the loop and delivered. They are incredibly knowledgeable which makes all the difference in a refund or how much you'll owe. They are a firm who knows the law, and what you can and can't write off. Mr. Augustine is wonderful. I can't say enough about this firm.

Called for a 1031 tax discussion. The person was rude and wanted money upfront to talk. How would…read moreyou trust a person who does not want to give you any consultation and expects you to give them your trust. Very disappointing. I am a business man too and do offer free consultation.

I have worked with Chicago Accounting Consultants for over 3 years and am still amazed at how…read moreSMART, PRECISE, and HUMBLE the team is. I have been a client for personal and business tax returns and have saved way more on my returns than I have paid them! The father and son duo are like craftsmen that have dedicated their lives to create a special wine or food, except its accounting expertise and customer service. They are very prompt with communication and can explain complex Sarbane-Oxley stuff as if came from Dr. Seuss. I give my highest recommendation for their service!

I am updating my review. Danny did follow up to correct issues mainly due to Healthcare.gov. He was…read moreresponsive and clear in his explanations. ...he didn't know basic 1099 Form write-offs, critical to an Outside Sales Rep. Then I had to update my 2016 return for which I was charged another $100 on top of the $300 I already paid.Their fees increased 75% for 2017. I have A LOT of write-offs, and for the money, I want to feel like my tax preparer really went to great lengths to make sure I received all of my legitimate deductions.

I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

Very professional and you have an option of contactless service. I really like the secured portal…read moreto download documents which makes me feel at peace. I've been with them for probably 10 years now and the experience is always positive.

My first time doing my taxes here. I had a great experience. Tom is very professional and…read morepersonable. He gets the paperwork done quickly. His prices are reasonable and he accepts card, cash, or check. I have already recommended him to various family & friends. Will definitely become a long term customer.