George and his team did an excellent job with my taxes. He was incredibly thorough and ensured that…read moreI understood all the numbers involved. I'd say he was personable, professional and detail oriented. highly recommend.

We have been very disappointed with our experience with George Horrigan last year when completing…read moreour 2024 tax return and we would not recommend him to anyone. I know this is a long review, but I want to provide all the facts. In 2024 my family went through a lot of significant life changes: bought and sold a house, sold stock to help fund the downpayment of the new house, moved to a new state, went through a, had a new baby, etc. We have always used TurboTax for filing our tax returns. We assumed some of these life changes would impact our tax return and we weren't sure if TurboTax was handling everything correctly. Since we are not accountants and don't have any experience with accounting or tax law, we opted to hire a professional to handle everything for us and let us know how much we needed to pay in taxes for the year. In March 2025 George confirmed he'd be able to help us and would have our return completed by the April 15th deadline. April 13th he let us know our return was not complete and the deadline was May 1st (due to Hurricane Helene) but he would be filing for an extension to give himself more time. We had never filed for an extension before, but let him do so. He did not deliver our tax return and calc of our outstanding tax balance until May 21st. His cover letter on our return stated that we needed to make our check "payable to the United States Treasury and mail our Form 1040-V payment voucher on or before October 15th, 2025". We then made our payment in July, before the October 15th date as he instructed. In November we received notices from the IRS that we owed taxes and were being sent to collections. It took us several weeks to get in touch with George, and in the meantime we immediately paid the outstanding balance. We discovered that filing an extension is just for the paperwork portion of your tax return, and it doesn't delay when your payment is due. We had no idea this was the case and it directly contradicts what his cover letter had told us to do. Because we had not made our payment by May 1st, we accrued an additional ~$2,200 of penalties. Upon meeting with George, we pointed to his cover letter and explained that we did exactly as it instructed and made our payment before October 15th. He claims he told us the extension wasn't an extension of payment. We do not recall this and there is no documentation of it. If he had said this, we would have asked him how much we were writing the check for. His cover letter on our completed return specifically instructed us to make our payment by October 15th. He has taken no responsibility. He claims we are his only clients to have ever had this happen, and said that the cover letter is auto-generated by his software and so it wasn't his fault. If he had actually done what he had originally agreed to and completed our return by April 15th, none of this would have ever happened. An extension wouldn't have been needed, and these additional penalties never would have been incurred. I know that George will post a response to this review and try to discredit us. He has alluded to the fact that he thinks we're financially irresponsible, which is not true at all, and not how you should treat your clients. I don't think he should be shaming clients for not knowing tax laws, that's why we hired a professional. A few years back our financial advisor at the time told us to make a tax pre-payment to account for some stock we sold, and we did. George keeps referencing back to that tax return, saying that we should have known that we needed to do that again. We have told him several times that we accept full responsibility for not doing a pre-payment in 2024 and we paid that penalty without question. We requested reimbursement from him for the penalties and interest that were incurred between May 1st and July, which is when we made our final payment. We did not request any compensation related to the pre-payment penalty. We paid it and our outstanding balance within the timeframe (by October 15th) he provided to us. We now have learned this costly lesson and won't do business with him again. We wish we just used TurboTax and everything would have been submitted and paid by April 15th as we originally planned.

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim…read morerequired by a college for in‑state tuition eligibility. His expertise was evident from the start--he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax‑saving recommendations. Chetan is a true professional and I highly recommend his services.

Been using Chetan & his team for over 10 years - these guys are the real deal! They bring in…read moreoutstanding experience not just in tax accounting but overall financial planning as well. They've been so helpful that I've referred several of my friends, who all equally enjoy working with him too. Well done Chetan and team!

Have been working with the staff here for a number of years and have colleagues who use them as…read morewell. They are all great and Marilyn, Cliff, Angela and the staff are all excellent. They know what they are doing and since I have a fairly complicated return I trust them to handle things correctly. They have also always made good recommendations on other services, such as estate planning etc. Will continue to work with these folks and recommend them to anyone who values high quality, professional work.

They are friendly, proficient and smart. I handed over confetti and they handed back neatly…read morecompleted forms. And you can park in the shade and walk in.

Lack of response. They said that they filed on time but we got a letter from the IRS stating our…read moreextension was filed late. Can you believe in this day and age that an accounting firm would gather all the paper extensions & then Mail them???? They were postmarked after the deadline! The owner, Ron, had one excuse after another on why he waited, sometimes 2 weeks to return my call. They supposedly had our business return completed March 19 & I repeatedly asked for the signature forms to file electronically. 2months later we were still waiting for the forms. This antiquated firm ruined my 2024 taxes as now I need to pay penalties for the late filings.

If you want your taxes done wrong. Use this guy. Had the worst experience. He seems nice until…read morethings aren't right. A real loser. I would never send anyone to him. He may be good for a w2 worker, but do not bring your business to him. I hope he gets a job and gives up accounting.

Made an appt online and received a confirmation. When I showed up for the appt the office was…read morelocked and no one was there. I tried to call but the call was rerouted to another office where no one answered. This is not a professional organization and would not recommend them for anything. Complete waste of time.

Make sure you schedule an appointment with Linda. She was excellent, knew her stuff and very…read morefriendly. The interior of the office is nice and simple. Each office is a half wall cubicle, so you hear other appointments but it's not too distracting. Appointment was for 1:30 and we were out by 3:00, but I had 1099s and those take longer.