I've been using this firm for years. Edward Jones and my accounts have provided returns that are…read moreconsistantly above the average rate of return. They know what they're doing. Ryan is an excellent advisor and he has my endorsment. Alan D

Made an appointment end of December. Arrived 9-10 minutes early, freezing cold. Door locked,went to…read morelocal restaurant waited 15 minutes & called was told she had an appointment ??? Went in & was NOW told I could only drop off my documents. When I go to a Dentist on appointment I EXPECT my Teeth to be cleaned or worked on ??? 2 weeks later picked up my Tax stuff, was in an envelope, so I left. At home checked, it was ONLY MY Documents not a tax form. OH it will be in a few weeks. Finally after 3 weeks I asked for a PDF to look at my TAXES. Asked about a week later for a hard copy, was told for ME to print it out of PDF, I told Patricia I had NO printer, used a Laptop. Now May 3rd no hard copy. Sent PDF to a different CPA my Son recommended. HE found 2 big errors. Cost ME $250 plus the $275 I paid Patricia. She is a nice Lady but not TO ME efficient. Maybe takes on too much work. Have gone to 3 other CPA's over the years. An appointment meant they would complete my taxes THAT day not 5-6 weeks later. She wants ME to tell her the mistakes she made. NOT my concern now, Just want a refund. PAUL RAFANELLO sold her his business because he retired after a bad stroke. I assumed she was like him, totally efficient but no. Just warning people to go elsewhere, not bad mouthing her, stating what happened to ME IF I get my refund I will bring her the new Documents. GOD BLESS AMERICA, my Son & I defended.

Pros: Provides details on various topics. Cons: Critical…read moreoversights/requests communicated too late to remedy or to provide supporting documentation to address. Pros: Willing to take on clients a week before tax day. Cons: Expect a week to process as opposed to the 1 hour it takes other places. Pros: One-on-one Cons: Decrease response time. No team to answer calls as the "we" "our" language of website suggests. Generally defensive: - Responds to customer's inquiry of unexpected line items by implying that the customer prefers a falsified document. - Responds to customer concern of delayed communication with offense. My assumption is that the CPA's intentions are good and that she is familiar with her field. If communication skills and timeliness improved and an appreciation of the impact that the lack thereof has on a client's time and checkbook were acknowledged, it would greatly improve the customer experience.

Have been going to Andrea for a few years now. She is always friendly and professional. She makes…read moreit very easy to understand your tax information. Her website allows you to upload all of your documents prior to your visit. You can also contact her through the website with questions and she and her staff will get back to you in a timely fashion. I highly recommend her.

Andrea is great - professional and personable. She worked to get us the biggest refund possible…read morewhile explaining everything along the way... and explaining again when we didn't understand something.