Do not use? They made an error on our 2023 taxes and will not refile. The error was definetely on…read morethem. They will not answer our emails or phone calls.

Not punctual with filing deadlines. Poor communication and response times. Most importantly, not…read moretransparent and not forthcoming when issues arise. When it comes to something as important as your financials and taxes, simply not worth the risk. --- My previous CPA (CSA Accounting) was wonderful and I had used them for many years prior. Hamilton Tax and Accounting acquired that practice halfway through 2023. Onboarding calls and meetings were promising in that Steven and the new team seemed relatively organized and knowledgeable. The service rates jumped up significantly (more than 2x the cost!) but I didn't want to go through the trouble of finding a new CPA. So I thought OK, I'll pay the convenience premium here and give the new owners a chance. What a mistake that was. Let me walk you through the nightmare that was my 2023 tax filing experience. I'm an organized person who is familiar with key dates and always try to err on the side of getting things submitted early when possible. Feb 21, 2024 - I submitted all of my relevant 2023 documents. Mar 26, 2024 - They requested some clarifying information and indicated I should still be on track to complete filing by Apr 15, 2023. Great. Then I get really busy and kind of forget about taxes since my taxes are not complicated and they have all the necessary documents now. Jun 4, 2024 - My spidey senses start tingling, so I reach out to get a summary of my tax return. They indicated that an extension was filed. Ok, maybe they got busy and needed more time. Fine. Jun 12, 2024 - They share a draft copy of my tax return. Now I'm getting worried and think they just completely forgot to file my taxes until I reached out on Jun 4. I sign and they complete filing shortly after. Suspicious. Jul 6, 2024 - I receive a notice of late filing from New York, where I reside. It includes a hefty late filing penalty ($800+) so I reach out to ask WTF happened here. Time crunch is at play now to file an appeal in time. Jul 12, 2024 - I start reaching out in other ways because they are not responding to me proactively and the time crunch is still at play. Jul 16, 2024 - I check in again as I still do not have a clear path forward. They say they are reviewing something and creating a letter for me. I should receive a copy later that day. A letter? What? Jul 18, 2024 - No letter yet, so I reach out AGAIN. Now I'm PISSED and escalate in all channels available to me. Jul 19, 2024 - They finally upload a letter with some meek apologies, asking that I send this in as the appeal. I quickly file the appeal with maybe 1 week to spare. Cutting it close, but phew. After reading the letter I just submitted more carefully, I then realize the letter is basically worded to request forgiveness and an abatement of the late filing penalty. Huh? After I reached out again to inquire about the wording, I was finally told that an extension wasn't filed with NY state. They filed an extension for me federally and most states accept federal extensions, but NY state is one of the few that does not and requires a separate extension filing. So they basically were not familiar with NY rules and completely bungled my tax extension filing with the state. So much for tax professionals. Time to find a new CPA. Nov 27, 2024 - This whole situation is finally resolved and NY state was gracious enough to waive my tax filing penalty. I got lucky here because they did not have to waive it. --- What a saga. A whole year has almost gone by and finally I can put my 2023 taxes to rest. I completely understand that mistakes happen and we are all human. However, the way they handled the situation was with poor communication and a lack of transparency. I had to do detective work to piece together where they messed up. I'm convinced that they were hoping I wouldn't notice and the issue could be swept under the rug. If they treated my issue like this, I can only imagine what other errors they are not forthcoming about on tax accounts. If you're still thinking about using their services, just know that you've been warned.

Positively the greatest group of accountants we've worked with yet! Honest, helpful and fairly…read morepriced, response time is great too. Tremendous expertise; they represent us for our business and personally as well. GigaSoft Development, Inc.

From the owner: We protect your wealth…read more At ATC Wegge, Ltd., in Grayslake, Illinois, we bring personal attention and friendly customer care to tax and financial services. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Contact us today for more information!

This company and Jake Pigatto ripped me off. I hired them in July 2025 and fired them in January…read more2026 to help me with my tax issues, but they took my money and didn't do ANYTHING. I had an IRS Revenue Officer assigned to me who put a Tax Levy against me, and when I spoke to him, he clearly said he received nothing of what he requested from my representatives, and that was the reason he issued the Levy. The guy, Eric, had me sign a paper, and that was all they ever issued to the IRS on my behalf--a wasted $4,200+. I filed a complaint against this company, and I want ALL of my money back. I haven't forgotten about you. Had to hire someone else to help me: Jake and her partner, Tiffani, aka Tiffani The Tax Pro, who's in Texas. Do NOT, I repeat, DO NOT USE THIS COMPANY AT ALL. Poor communication, unethical, but always asking for payment.

From the owner: We strive to help clients in need.read more

Anna is a great bookkeeper and overall business advisor. She works on my team and assists my…read moreclients with bookkeeping needs. They're always satisfied and helps make my life a lot easier. Keep up the good work!!

From the owner: Tax services, tax planning, insurance planning, bookkeeper, accounting, accountant, life insurance,…read moreretirement planning.