Made the mistake of giving this firm a try, they dont know what theyre doing and couldnt get my…read moretaxes accepted for 4 years. i was "stuck" with them or would have bailed long ago, lazy and full of mistakes and excuses for mistakes. having worked with dozens of accountants theyre incompetency is very evident. Now the fun task of getting reimbursed legally

This is our first time using their services and it has been a nightmare. We normally file our taxes…read moreonline, but wanted to use their services because of some changes in our tax return and we wanted to make sure that everything was correct. They assured us that everything will go smoothly. This year (2020), we received a notice CP81 stating that they have not received our tax return for 2017. I immediately called and spoke with Carolina T. and she advised that the system crashed during the time they filed and she said she will issue a refund. She also advised that she will re-file the same day (7/23/20) and she sent me a confirmation email that it was sent. I called the IRS again, hours and days later, and they advised they did not receive it. When I called back to Carolina T. at the CPA office, she indicated that it was filed and it will take some time for it to show up on the IRS side. Well it's now 11/20/2020, and we received another letter from the IRS. The same notice CP81 indicating that the 2017 taxes were not filed. In Summary, I don't believe the story that the system crashed and somehow lost our information or the filing didn't go through. If that was the case, why weren't there blast email or notice sent to people indicating this. Also this is the 2nd time they advised they filed electronically and apparently it still did not go through. I waited to write this review, because I honestly thought this was an honest mistake and out of their control, but now I realize, this is not a good business to work with. Although we did receive a full refund back for their services, this issue is still not resolved, and more and likely we'll probably be paying back interest. When asked if they will be paying the interest, she stated (back in July), that the refund should cover the interest cost if any. This is unacceptable. I was better off using Turbo Tax or H&R Block. I paid the higher amount for ease of convenience and quality. I received neither.

I've been using Al Pugh for years , never had a problem …read more Answered all my questions , Timely , very reasonably priced. I will continue to use them. Tomi E McKinney , TX

Great firm lots of staff to help you through tax issues. Very knowledgable firm. I have been…read moreworking with them for over 20 years very happy with the service.

I trust Peter Marshall & Company, CPA for my professional and personal tax and accounting needs…read more Their attention to detail and willingness to customize their services to fit our needs truly sets them apart. I would recommend the to any business or individual looking for a great CPA firm!

Alex and his staff have been our CPA's for many years now after a friend recommended them. Their…read moreservice is always efficient, accurate and friendly. Whatever questions we have they patiently field and answer with good advice and we always appreciate their guidance. We had a personal business as well as our W-2 jobs and their help made all the filings very simple. They demonstrate lots of experience with any curveballs we have thrown their way. Their processes allow you to securely upload tax documents at your convenience and then one is able to easily handle tax return prepping usually by email or Zoom conferencing as needed. I would recommend them to anyone who needs some help with their taxes or business tax questions.

I needed to finalize my mother's final taxes, and I made an appointment. The staff were very…read morefriendly and professional. The CPA reviewed my paperwork and found that it was complete. She did not try to talk me into adding any additional services. I'm very grateful for the honesty. Highly recommend them.

I hired Williams & Kunkle to file the taxes for my deceased sister's estate for 2021. I paid $1000…read morefor this service for a relatively small estate. They completed the forms and told me to mail them to the IRS. I did so only to find out later that that will take nearly a year to receive the refund. Well, here it is, 2024...2 years later and the estate is no closer to receiving the refund than it was in March of 2022. After numerous communications with the IRS, we recently learned that the Social Security number that the Williams & Kunkle CPA used was incorrect. At this point, there seems to be little chance of resolving all of the problems this mistake has caused. Needless to say, I made a major mistake involving this firm in settling my sister's estate taxes.

Dear Scott Kunkel,…read more I'm not interested in any further communication with you or your partner Beth, whose yelp account you're using, probably just like I used my one and only yelp account to leave a review about how frustrating it was to try to discuss doing business with your company. When I called the second time, I was already a little frustrated by no one returning my call, so being interrogated by the person who took my second call and then being asked to disclose privileged personal information was also annoying. Then I found out I would have to wait another week to find out more about your company. This entire interaction could have gone very differently had you or Beth been available to talk at any point on the day I called or the next. Instead of letting me know it would be another week before I could speak to anyone to find out more about your company. The experience left me with the impression that you and your company don't really care about the needs of my company and maybe that works for you, it doesn't for me. Best regards, William Vehon

I've used Kleiber & Associates for Tax Prep, Asset Protection/Investments, Family/Life Planning &…read morewith helping us set up Finances for a 503c Foundation for my late husband. Steve, Shawn, June and the entire team have been caring, insightful, and genuinely have help alleviate financial stress in all my and my family's life events. I'm so thankful to have this whole team to depend on any time I've needed. I highly recommend! Melanie Galaviz https://zacgalaviz.org/

They called me and while I wasn't a client that would fit their business he did everything he coUld…read moreto get me the info I needed. These are the kind of people you want to be around!

He was the most unprofessional man I've ever met. I knew front…read moreHe second he shook my hand. We cut the deadline kind of close last year when we used him or we would have looked around for somebody else. He was not very knowledgeable about a lot of the current laws and tax write off as he should have been. The office was extremely hard to get any questions answered when I called updates. I used him last year and would very much warn people not to go with him. Realize how incompetent he was until we've used a professional CPA that was very knowledgeable and professional this year. I mean during our initial consult he was all over the place standing up sitting down not looking us in the eye picking his nose I could not believe it. Yet, our fault. We still went with him.

Used this firm a few years back with some tax issues and also to do my takes that year. He acted…read morelike he could care less to do any actual work to help you but will sure charge you. Paid way to much to have my taxes done and it was like pulling teeth to get my paperwork back so I could actually file them. If you value your time your sanity and your money do not use this firm.

Kathleen Wells and Patrick Lites have both been amazing! I agree with the other post wondering…read morewould write such horrible reviews. We were in a bad place with a full services firm (planning, preparation, bookkeeping & payroll) that not only didn't do what they were supposed to do, but made a ton of detrimental mistakes and wrong filings with the IRS. L & M not only cleaned up our books quickly, but jumped on it taking care of everything to clean up the mess balancing things to the penny (as they should be) and correcting the federal and state filigs, as well as our employee W2's. They have been extremely responsive, on top of things, thorough, kind and patient with my limited understanding. To say they've been a GOD SEND it to put it lightly. I HIGHLY recommend this firm.

I was really surprised to see the negative reviews. They were so negative that I think they're…read moreeither bogus or there is something else going on. I have used L&M Bookkeeping & Tax services for my personal and my business for years and they have been nothing but great. Service is impeccable and they've helped me in every way possible. Have their been occasions when they didn't call me back until the next day? Sure. But they always got back to me and they always came thru when needed something. Like I said, I've used them both personally and professionally for years and plan on using them for many more years. : )