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    Weinand Financial

    4.0 (3 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

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    5 months ago

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    8 years ago

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    Joyce W.

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    Precisely Right Accounting - Folder

    Precisely Right Accounting

    (19 reviews)

    I would not recommend this tax preparer based on my experience…read more There was a clear lack of communication throughout the entire process. I made it known that I was not familiar with taxes and needed guidance, but my return was delayed until very late with little to no updates. The numbers I was originally told did not match the final results "over 1000$ off" After having another professional review everything, my return was significantly different than what I was told to expect. That raised serious concerns about accuracy. There were also missed opportunities and lack of guidance regarding tax benefits and credits that could have applied to my situation, including items related to overtime and recent tax law changes. None of this was properly explained to me. Another major issue was being told that an extension may have been filed. I never provided authorization or a signature for that, and since I potentially owe taxes, that creates a serious problem. This should never happen without clear consent. Overall, the experience felt rushed at the end, inconsistent, and poorly communicated. I had to seek another professional to verify everything, which I should not have had to do. I recommend others proceed with caution and make sure everything is clearly explained and documented before moving forward.

    Professional, nice and super helpful. I really appreciate all the help she has provided me…read more Looking forward to a long relationship, it is hard to find a great bookkeeper!

    Brooks Tax & Accounting

    Brooks Tax & Accounting

    (2 reviews)

    This listing should update the company name: Brooks retired…read more It's now "STELLAR", but at same location & phone. So glad they were available last-minute! It was a HUGE relief they could help simply file for an extension, to buy time for me to find missing documents. I had a very complicated year to deal with, & still missing some documents. I'd struggled for months trying to get things straightened out on IRS.gov, with zero success. It sounds like it should be so simple online, but it's not, particularly when there were complications during the year that messed that up. Stellar said to just come to office with what I had, & talked me thru filling out the paperwork for them, & taking copies of documents I did have, to start a file for later filing. Also, that I can bring in other found records, anytime. Very nice people there helped calm my ragged nerves--offered beverages (warm day today), & allowed some chatting. That was just what I needed at that point. I did wish they gave a dated receipt or something, for my home files, showing that I did go there to file an extension on this date (last minute!), but that's not their routine--one never knows what may happen. The building they're in didn't have a street number on it--could only go by the footprint shown on the map. But each suite was well marked.

    Great company! Owner and employees were very helpful in helping me attain information I…read moredesperately needed even after the company I worked for was sold and using different accountants.

    StraderHallett,PS

    StraderHallett,PS

    (4 reviews)

    It was our first time working with SH, we worked with Phillip Hall. He was recommended to us by a…read morefriend. We have never had issues with IRS whether we filed ourselves or through tax accountant/CPA firm, but this time we did. He filed our taxes under the incorrect SSN which from the notes on the papers returned to us I could see that the SSN was written down incorrectly. Instead of reaching out to us to clarify my husbands SSN he filed under mine. Taxes were paid on time but due to this inconsistency the funds got parked elsewhere and later we got a notification from IRS that we were late. Then we were billed late fees. At the time we had no idea what was going on and reached out to Phillip. He said he would call them but it would cost us $295 an hour. The only reason for this conundrum was his mistake and it would cost us for him to correct it??? Unethical and unprofessional. Needless to say it took us days and hours to reach IRS to correct it. Overall working with Phillip was not satisfactory. It didn't feel like we were working with a professional whose consistency and clarity we could rely on. We will not be using SH again and definitely do not recommend it.

    If I could select zero stars for this company I would. If you are considering using them for your…read moretaxes, my recommendation is just don't waste your time. We used them for one year on the recommendation of our previous tax advisor who moved away. Unfortunately, it was not a good year for us tax wise. We lost a long time business which was devastating in itself and then to be treated like second class citizens stung even more. During that one awful year, I was insured through the affordable care act. These accountants did not understand how to process this government issued insurance and further, they actually charged US for them to process and report it. Totally unbelievable. Plus, they were hard to get ahold of, talked down to us as clients and requested the same documents from us multiple times. When I would deliver the documents requested they would look at them and say "oh those are the same documents we already have". Hello! Do your job. Plus, they delayed doing our taxes for so long that we ended up having to pay for an extension. This delay also cost my husband the ability to claim his unemployment insurance that he had paid into for his entire working career of over 30 years which of course put us in even more dire financial straits. Thankfully, we have moved beyond all of that now, but this was a very frustrating, confusing, demeaning, experience; and so much more. We were grossly overcharged also. Since that time, on the recommendation of a good friend, we now have a wonderful accountant who treats us as friends, is respectful and knows her job inside and out. What a difference.

    Weinand Financial - financialadvising - Updated September 2026

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