My CPA of many years passed away suddenly during tax year 2022. I used H&R Block because I couldn't…read moreget into anyone during the busy tax season. For 2023, I researched CPAs early in the year and decided to go with Wanda. I spoke with her, she gave me a ballpark price and agreed to review the previous year's tax return and meet with me before doing 2023. Wow! I was in for a rude awakening! I uploaded my information to her 3.5 to 4 weeks before taxes are due. I supplied everything requested. I didn't hear anything from her office for about 2 weeks, then over the course of the last 2 weeks, I would get piece meal requests for information (not originally requested) as if the office/ Wanda was not really focused on my taxes. I FINALLY received my taxes back from them on Friday afternoon, August 12th with taxes due August 15th! I asked if Wanda was going to review them with me, but I was told no because the office was closed for the weekend and I must come in Monday to pay them before they would submit my taxes on Monday, August 15th! I was not even afforded the courtesy of reviewing my taxes with Wanda! My taxes are not complicated, but when I went in Monday, I was required to pay $995.00 (!) for them to submit my taxes on the due date. This amount of money was highway robbery, but what choice did I have because they forced me to the last minute. I asked to file an extension, but they were going to charge me another $250.00 to do that. Additionally, I finally met Wanda when I was making this outrageous payment and I asked her a couple of questions. It became clear to me that she is not the one who really did my taxes. Unfortunately, she did my son's taxes also. He's in his 20s with a meager income and not a complicated return. They finished his taxes about 5 days before August 15th. His invoice was $895! I couldn't believe it! He asked them why it was so high and they said they had accidentally put some of my charges on his bill and lowered it a couple hundred, but still...$695 to do his taxes! I realize she has received other rave reviews, but I would never, ever recommend Wanda O'Malley! I rarely, if ever, write reviews, but I felt this one was important. If I could give zero stars, I would. Steer clear.

My CPA is retiring soon, so I thought I'd better get out there and meet a few so that I can pick…read morethe best one when that dreaded day comes that my current CPA retires. I was really worried about finding the right person. It's an industry where you expect to meet really smart people with not so great personal skills. So I was prepared for lackluster. I was actually, kind of dreading the process. Anyhow, I met with the first of three candidates: Wanda E. O'Malley. Here's how that went: she absolutely knocked my socks off. I'm actually looking forward to my current CPA's retirement now. Wanda is super approachable. she is an excellent listener who knows how to really be present with the person she is talking to. That alone scores HUGE points in my book. It seems that when most people are in conversation they are thinking about what they want to say next instead of actually engaging and truly listening. SO that tells me that Wanda will be all over the details when it's time to take over our taxes. As a local real estate agent, I get plenty of requests for referrals for various professionals, and it will be a pleasure to refer Wanda E. O'Malley at every opportunity. One last thing to note: I did a little digging, and discovered that not only has Wanda graduated with an accounting degree, she actually graduated as Magna Cum Laude of her class. Pretty impressive. Give it a go with Wanda E. O'Malley CPA when you have accounting needs; I'm sure you will be glad you did.

I just tried it this year because I moved from out of state and needed to find a new tax person. I…read morewas able to make an appointment right away. However I expected to sit down with her while she did my taxes like I did where I used to live. I really didn't get to discuss much with her. She just told me to bring my last years taxes and that was it. Said they would call me to pick up when ready. I didn't like that and worried what I got myself into. But I picked up my taxes and everything was fine. So I will probably continue to use her in the years to come.

I've been getting my taxes done by Renee for two years now and I couldn't be happier with my tax…read moreresults. Renee is very thorough and leaves no stone unturned to make sure I get back the most I can. I highly recommend them.

I looked this guy up on Yelp, and he good reviews, so I thought I'd give him a try. I usually have…read moreall my stuff ready to go mid February so I called him and talked for a bit and felt comfortable with this guy doing my taxes. I was told 2 weeks ( Lmao.. watch the Money Pit w/ Tom Hanks). Well March came and went, April, May and now it's June 22, 2021. Nearly 3-1/2 months later, I have YET to get my taxes. Last week I went back to my accountant in California and he did them in 15 minutes, I paid him, and he electronically filed them, meanwhile I'm still waiting to hear from Joe about the returns he was supposed to do.... You live and you learn. Lesson here is when the deadline comes and if the work is not done, fire them... PERIOD. Joe recently posted that he was suffering from Covid. Sorry to hear, but it wasn't until April 21, 2021 that you text me that you were suffering from Covid. While I can totally understand how this can debilitate you physically and emotionally AND financially, at this point which is 2-1/2 months AFTER I had asked you to do my taxes, they should have been completed back in February. I contacted you February 9, 2021 and never, not once said you were suffering from Covid. At any point from February 9, 2021 to June, you had a responsibility to either complete my tax returns or let me know you could not physically do them. You rather chose to hide in this shroud of "Covid". You lack integrity, ethics and moral responsibility. instead of admitting your faults, you find excuses. I Truly hope your health returns, along with integrity, ethics and responsibility. As I text you in the past, if you responded I would post our entire conversation on here, and you responded. Hopefully you're smart enough to know, just let it go, you were wrong. You failed. If I have to edit this post again, it will include our entire conversation

HIs Name is Joe , He is knowledgeable, precise, involved and present…read more In my case I needed someone who could take care of ALL the details involving my very delicate tax situation. I appreciate that he drives to my home for meetings, he has an answer to all my questions and he keeps me organized.Taxes are an unavoidable necessity which is not one in my set of knowledge of skills. I am thankful to Cox Accounting for making this part of my life seamless.

Sophia did a great job with my taxes . She was knowledgeable , to the point , an not crazy…read moreovercharging . HR block wanted 500 , she asked for 320 to file my 3 W2s and a 1099 . I was a walk in and in and out within an hour. She made the process easy and was funny and kind !

Irene is amazing! She is helping us with our new business. She is so full of knowledge and is…read morealways willing to help her clients. She does an amazing job!

Unfortunately, Kufner Bookeeping Services was an awful experience for both of our companies. Irene…read moredid not fulfill the job she had originally set out to do several months ago. When we first connected, she made many promises and explained she would set up a plan for our revenue / expenses. To the contrary, she made many, many errors and mistakes and we were completely dissatisfied with her services. She was unprepared, unprofessional and simply did not do a good job. When told about her performance in the last meeting, she did not try to reconcile or work with us and simply ignored our emails. We asked for the month of June to be reimbursed but was denied. We will keep spreading the work on how awful this experience was and let others know that she takes money without rendering services correctly. We are now left with books with multiple errors and using our time and money to fix the mess she left behind.

Dolores took the time to explain the process of the taxes and why fees were being charged. She is…read morevery professional and prices are great. Always available to answer questions . I will be sending customers her way and you should give her a try.