I have used Andy for 5 years now. He does my taxes each year and also he is there to answer…read morequestions any time they come up during the year. He's the best.

6 hours no contact by phone or email Granted I did not leave…read morewhat kind of business I wanted to discuss but so much for 100% return contact in 50 minutes.

Proceed with Caution: My Experience with Ron Mussett…read more I initially worked with Ron to set up my LLC taxed as an S-corp. He was helpful during the initial process, but unfortunately, the execution was flawed. He made repeated administrative errors, such as filing paperwork incorrectly, missing deadlines, and even misspelling my name and my company's name multiple times. While I initially overlooked these mistakes, things only worsened over time. One of my biggest concerns was Ron's reluctance to answer questions beyond quarterly payroll tax filings. I often felt like an annoyance rather than a valued client. More critically, he failed to inform me that I wasn't making estimated personal income tax payments, which led to a substantial tax bill for 2024--complete with penalties. Based on my experience with him, I expect he would say this wasn't his responsibility, but better communication could have prevented the issue. Additionally, his tax planning knowledge was not the right fit. For instance, he was unfamiliar with Solo 401(k) plans and only recommended SEP IRAs, which didn't align with my financial strategy. He also would push back against strategies like structuring payroll for my spouse, paying her the max required for a 401(k) contribution, and "netting out." Beyond these shortcomings, his overall responsiveness was mediocre to poor--not just during tax season but consistently throughout the year. He was only reachable via email and rarely by phone, making it difficult to get timely responses. To be fair, Ron is very affordable compared to other CPAs. At the time, I was paying a fraction of what I pay now. However, I've come to realize that paying three times as much for my new CPA is well worth it--because at least now, I don't have IRS penalties, unexpected tax bills, or unanswered questions. My new CPA is available via phone and Zoom, open to one-on-one consultations, and takes the time to ensure I understand my tax strategy. If you're looking for a CPA who provides proactive guidance, strategic tax planning, and clear explanations, I would strongly recommend looking elsewhere. Just as we expect doctors to have bedside manner, I believe a CPA should show a level of respect and care for their clients. Unfortunately, that was not my experience. I often felt disregarded, and the lack of communication left me with IRS penalty letters, an unexpected tax bill, and a new CPA who is now cleaning up the mess. Ultimately, I take responsibility for not holding Ron accountable sooner. However, if you choose to work with him, be prepared to take a very hands-on approach and ensure you fully understand what he is offering. I've since found a CPA who is a much better fit--someone who takes the time to explain tax-saving strategies, aligns with my long-term financial goals, and ensures I won't be blindsided by another massive tax bill in 2025.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

I attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

This place is the real deal…read more I had the pleasure of scheduling a 1:1 resume review with YourNextJump's Tim Lo and had no idea what to expect from a call session, which is typically extra fluff just to fill up the airtime. I had sent in my linkedin profile as well as resume prior to the meeting so Tim had the time to review my profile. Right off the bat, Tim went straight into commenting on my resume, pointing out a few things that stood out to him. After inquiring about the type of jobs I was looking for, he then proceeded to make a few suggestions on how I can better present my resume while emailing me several resume samples and templates as guidance. I walked out of our first meeting feeling more supported than ever. I can see how job searching and resume updating can be a lonely, hard and long journey so it's great to have a service like Your next jump that can help you feel better on that road. Kind of like Job search therapy with tactical solutions. I highly recommend Tim's services to all jobseekers out there. He is empathetic, intelligent and to had a great sense of understanding of what I was hoping to get out of this and as a result, he more than delivered!

For the supply chain management software I had consulted o9 Solutions. I am highly satisfied with…read moretheir overall service and team work offered by them. I wanted to thank their whole team. Also, i like to recommend them to others too!

From the owner: o9 Solutions is the premier AI powered platform for driving digital transformations of integrated…read moreplanning and operations capabilities. o9's clients span a variety of industries across manufacturing and retail supply chain. Whether it is driving demand, aligning demand and supply, or managing P&L, any process can be made faster and smarter with o9's AI powered digital solutions. Bringing together technology innovations--such as graph-based enterprise modeling, big data analytics, advanced algorithms for scenario planning, collaborative portals, easy-to-use interfaces and cloud-based delivery--into one platform, o9 empowers organizations with superior visibility and predictive and prescriptive insight. With o9's AI powered solutions, enterprises can achieve faster, smarter decision making and execution.

Amazing group of professionals! They've helped us with personal tax issues, business structure and…read moretax planning, as well as ERC for our restaurants when recovering from Covid. Jacob, Casey, and the entire staff are so easy to work with and they understand a lot of the specific challenges restaurant owners face. They're a great resource to have for any business in the Dallas area!

Jacob and Casey have been a tremendous help in getting our accounting back in order after a bad…read moreexperience with a different tax preparer. Since then they have been trusted partners in helping us optimize our finances and grow our businesses.

Mark Porter Live! Mark has been a Great Coach and Mentor to…read moreme. He helped me excell in the areas that I needed the most! I would recommend MPL to all of my fellow Realtors.

From the owner: Mark Porter Live . . . provides planning, systems and…read moretechnology training courses to real estate professionals across the world. A residential real estate broker, investor and consultant, Mark's ultimate passion is helping you implement what it takes to "be" and "do" better. Planning, systems, technology and implementation is what he is passionate about. "We unleash our core productivity and quality of life principles to help you succeed!" It is our obligation to ensure that each student gains the specific educational tools and motivation that guide you to master your profession. You receive winning strategies for mastering time saving and income producing habits in a fun and engaging educational environment. Integrity, hard work, and habits are not just words that we take lightly at Mark Porter Live. Enjoy and thrive!