Very polite people, enjoyable to talk through. They listened to my problems and concerns and…read morecreated a solution designed to solve my specific needs.

From the owner: Stop spending hours on bookkeeping and start focusing on your business goals. The Proactive…read moreSolution offers top-notch outsourced bookkeeping services that you can trust. Save time, reduce stress, and keep your financials organized with our expert team.

My company has greatly benefited from working with Brian. He helped me through an audit, helped…read moretake my landscaping business to the next level and get everything in order, as well as saved me money on taxes. What I am most struck by is the way that he hustles every time we meet, getting straight to business and getting things done quickly and accurately; it reminds me of how my own company works when we show up on a job site and I appreciate it.

I can't say enough about the professional guidance and support Brian provided throughout my…read morePersonal/Business Tax experience. Brian led his team in finding ways to expedite my tax returns on time, with support throughout while providing ways to better prepare for our 2020 returns giving up peace of mind during the entire process! I highly recommend this service for your accounting needs!

Contacted from ad for CPA services in Out North Texas 2024 business directory. Made the mistake of…read morecalling them and had three chaotic attempts with contract receptionists who wouldn't say if they were in the CPA firm or a pooled resource. Was forwarded to voice mail to another person not listed with Ron Allen in their ad. Struggled with unprofessional and incognizant receptionist who wanted to act as an information filter to send Mr Allen a message. I finally checked their website which didn't list the other person they had finally allowed me to leave a message on voice mail for, so I'm now totally confused. But I made a 4th attempt and used the web contact portal to describe my needs for CPA services which were several and my timeliness for getting a yes/no response within a few days. It's the 3rd day and no call back, text, or email whether they are available, interested, or unable to engage for any reason. Having been a registered professional engineer I find this pretty abysmal since there was no "out of office" voice mail greeting. At best they need to work with their receptionist. At the worst they need to check their Voicemail and consider getting a clerk who can marshal their front end business interface who knows which CPA services and customers they want or will take and not leave people hanging. Long and short I spent time asking professional friends ing for CPA references and I believe I have a tax CPA who meets muster. I don't recommend anyone who runs their business in this way without the courtesy of response as I believe that we were a good match from Mr Allen's advertisement. I have friends who are CPAs and who work for CPAs and I know how busy and hard they work, so perhaps it is just growing pains here. Good luck in any case.

Curt and Ron helped me in my first year of marriage tremendously. Also did back taxes for my…read moremother and brother-in-law. Did ours quickly and explained thing well. Research required for my brother-in-law and Curt did it well, which allowed him to qualify for much needed aid. Always responsive and helpful.

I cannot recommend her services enough. I would like to preface by saying that she assisted me…read moreduring a difficult time. I was relocating from Texas to Maryland, for work, and hence my returns were split across state lines. She handled each claim flawlessly and maximized my return. She addressed concerns swiftly and effectively. The return was filed on time and without error. It was such a complex situation but she handled it well. I don't think there is a situation that she cannot handle - I trust her with my finances. She is fair, honest, and trustworthy. Highly recommended.

I hired Cassandra as a second opinion to help review a couple of years of tax returns that needed…read moreadjusting. Thankfully I did because the original CPA clearly did not have my best interest in mind. She reviewed everything in great detail and highlighted the errors made by the original CPA which ended up saving me thousands of dollars. I highly recommend Cassandra for any accounting or tax services and look forward to working with her for years to come!

I have been doing my taxes with her for the past 6 years, and she has always been professional,…read morereliable, and extremely helpful. She takes the time to explain everything clearly and makes the whole process stress-free. I truly appreciate her dedication and would highly recommend her to anyone looking for someone trustworthy and knowledgeable. Highly Recommend!!

Highly recommended…read more Working with Rebecca is the best you could do. She is on top of everything I am happy with her service. I start my service with JRP 3/4 years ago. And looking forward for more