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    The Tax Shelter

    3.7 (3 reviews)
    Closed 8:00 am - 8:00 pm

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    4 months ago

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    4 years ago

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    Patat Eddie CPA

    Patat Eddie CPA

    1.0
    (1 review)

    DO NOT use this firm. After being in business 3 years, I finally turned a profit and thought it…read moresmart to get an accountant. The first year with Turner & Patat I paid approx 4k in taxes. The following yr I had higher income. They had all necessary paperwork from me in Feb. April 12th I got a call from them stating I needed to pay over 30k in taxes for the year...by the 15th! My taxable income was approx $115k. After clearing my savings and more, I paid it. I asked for a meeting with the owner and they agreed. After my research, I learned they could have done A LOT to give me deductions/write offs. Filing as an S Corp, mileage, 401K, charities, etc. I asked the if these things were done, would it have put me in a lower tax bracket. He said yes, for sure. The next tax bracket down was not far away at all and would have literally saved me & my family thousands. They just PLUGGED NUMBERS. No advice or guidance whatsoever, which is the reason I chose an accountant instead of an H&R Block, for the guidance. My fault for not asking questions? Possibly. I was offered ZERO guidance. Worst experience I ever had. I was literally sick to my stomach. I could have almost put my daughter through college with that money. Total incompetence. Let me be clear: They did not try and find me ANY deductions aside from my two children. Those of you who have been in business longer than me know that there are many many deductions as a business owner. The next year my income was slightly higher. I paid 6k total because my new accountant actually cared about finding me deductions and fought for me to keep the money I earned..

    First American Bank and Trust Company

    First American Bank and Trust Company

    3.0
    (2 reviews)

    I wanted to switch to a local bank in order to use local resources and services; I didn't expect…read morethat the account they'd offer me would really be that much better than what I was getting with my huge, national bank. I was in for a surprise. In addition to tellers and bankers who recognize me and say hello every single time I go in for business, this bank offers a really great interest-bearing checking account--a rarity for brick & mortar banks. (This account is so great, in fact, that a competing bank recommended I check out FAB!) Fausto Sarmiento works at El Banco and is wonderful at explaining your account features. (He's also really involved with the local community, as are many FAB employees.) Full disclosure: I am now friends with Fausto, but I got to know him as a customer of FAB, so I feel like this review is fair. I highly, highly recommend that you look at your big, national bank's perks and services and see if FAB/Banco de la Oportunidad can give you a better deal.

    NO NO NO. If you are hacked you become the criminal not the victim. They will ruin you in a flash…read more They will talk down to you as if a child. Had two businesses with them and it was all smiles and friends well met. Yeah, money, as long as you have money. Struggle, get hacked, cleared out of everything, doing nothing to protect me. Reported to police after two weeks they dropped it saying too hard to track down hackers. Then when I was ready to close my account and try someone different, trustful. and they shut me down. Closed it. Cannot even open up to get the 1 cent and 11 cents to bounce back to certify an account. Tried to open another and the same thing. Great giant scarlet X on my name because I was a victim and not the criminal or wealthy. But if you are a regular person and are scammed/hacked, then look out because thy will ruin you. You will be exposed to every hacker on the web. Wide open. Hacked.

    The Tax Shelter - accountants - Updated August 2026

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