Very Professional tax service, provided by Amy & her staff. Highly recommend, especially if your…read moretaxes require a professional to ensure they are done correctly.

I am flabbergasted at how much it cost!! A retired person on Social Security and not much of…read moreanything else. $713. What a rip off. My bad for not asking but my husband and I have complicated taxes and we pay $500. Do not recommend

Excellent service. Very knowledgeable with excellent customer service. We're glad that we selected…read morethis service.

I made a 9:00 a.m. appointment by telephone and showed up at 8:50 a.m. on the appointed day. I…read morewent to the entry door and saw no one inside. It was cold so I went back to my car and waited 5 minutes; then went back to the door and knocked. Finally, a woman came and opened the door and scolded me saying they "do not open until 9 a.m!" I told her I believe in being on time. Then she checked and said my name was not on the list for the day but I could wait and be seen later. I left. Poor customer service and unreliable scheduling.

As the founder of a small branding agency, I'm no stranger to wearing a lot of hats; unfortunately,…read morethat "bookkeeper" one has never been a particularly great fit for me. While I have no trouble understanding the high-level principles, the steep learning curve of our highly nuanced accounting software was endlessly daunting. Not surprisingly, I couldn't wait to hand off that aspect of my role and, in mid-2020, the opportunity finally presented itself. From the very first phone consultation to the latest reporting, Closing Your Books has been phenomenal to work with and has provided outstanding service at every turn. Having super-clean books makes tax time a breeze, and I can confidently pull numbers at the drop of a hat, which has opened us up to small-business loans and grants we might have otherwise missed out on. Lozelle brings a wealth of expertise in accounting and bookkeeping, and her collaborative, educational approach sets her far apart from the competition. I absolutely love that I learn something new during every check-in, and it's rare to find someone who empowers you to keep up with them. Lozelle is also one of the kindest, most supportive people you'll ever meet. I'm deeply grateful for the way she's made mentorship a fundamental part of what she does. She's not only helped me navigate a variety of challenges and uncertainties - pandemic-related and otherwise - she's also strengthened my operational skills and strategic-planning abilities. Deciding to hire Closing Your Books continues to be one of the best business decisions I've ever made. And, thanks to Lozelle, I rest easy knowing that we'll continue to make smart, financially strategic choices as we pivot, evolve, and grow. We heartily recommend her to colleagues and clients every time!

I heard Lozelle speak at a networking event and was immediately intrigued by her approach. I was…read morereluctant to hand over all of our book-keeping responsibilities and appreciated her focus on "teaching us to fish" instead of just doing everything for us. She guided us through the process and let us do a lot but also stepped in when we were getting off track. I feel like we're on really strong footing now thanks to her and will absolutely reach out again and again as we need help. I love knowing that we have someone very skilled in our corner to help with anything we need while also feeling empowered that we own our own bookkeeping process. The recaps that she sent out after each session are also very valuable tools.

Al has done my mother's taxes for years, on time and was always very responsive. I would have had…read morehim do mine, but I did them myself. I know he has had some health issues as of late and sold his business to another accountant. I hope he is well.

We took our taxes to Al about four weeks before they were due. He did not complete them, and we got…read moreno communication as to when they would be ready. I was out of town on Tuesday, tax day, so I had to have them by Monday. I came and picked them up and filed an extension. I am concerned that he may be ill, but he still should have given us some information or been proactive in addressing issue.

The only positive I can give this tax preparer is the packet that she gave us after she completed…read moreour taxes. We had multiple issues with her. We found multiple errors while she was doing our taxes, and she continually had to redo our taxes. Secondly, she brought political issues into the conversation that just brought tension that was unneeded. Finally, with those political issues that she brought forth was being hypocritical doing taxes for those who were here undocumented then notifying law enforcement sources about filling their taxes. I would highly discourage anyone from using this tax preparer for the simple fact of being unethical in keep her clients personal information private regardless of the status. Secondly, keeping personal beliefs to themselves.

From the owner: From January 1st through April 15th, we're open Monday through Friday from 9:00 AM to 6:00 PM. (By…read moreappointment only for the rest of the year)