Excellent service at reasonable price points! I definitely recommend using an actual CPA. We…read moretried using a "five star" rated "accountant" before Mr. Shilts. Fortunately, we did a little digging and noticed that she is NOT a CPA but is posing as one.

My client and I are extremely happy with Mr. Shilts' work on our legal case…read more Mr. Shilts served as an expert witness valuing a business in a lawsuit brought by a purchaser of the business seeking to rescind the sale for fraud. I represented the Defendants. The Plaintiffs spent over 4 times what Mr. Shilts charged us and their expert was soundly rejected by Judge Wallace, who believed and adopted Mr. Shilts' analysis of the businesses' true value. We won the case and Mr. Shilts was a good part of the reason. Eric Kolar

Greg was very professional, thorough and diligent with the Tax Service we requested. Highly…read morerecommend!

5 stars does not say enough about this accounting firm. We found them based on YELP reviews and…read morewe clearly landed in most capable hands. Greg and Angela are highly professional, extremely knowledgeable and we can't say enough about our first experience with them. They are very organized and have developed an amazing system to manage clients virtually. We were able to upload all documents ourselves and did not require tech support but we are sure that they would have walked us through the technology challenges if we needed them to. They were transparent about costs during their free consultation. Perhaps our favorite part is the virtual review of our taxes via a video that Greg creates. We watched it more than once and then had a virtual meeting to discuss it. We are grateful for the tax guidance they offered.

Really appreciate all their help . Paul is great . Will get you set up for success with your taxes…read more..

I do business with Lynn and she has always been very friendly and easy to discuss matters with. She…read moremakes it real easy to have a business relationship and I look forward to continuing that relationship through tax preparation season.

I absolutely love Lise! She has been doing my taxes since moving to Jacksonville. I came to her to…read moreget caught up on my business taxes from North Carolina. From the moment I met here and every year since ..... she has never wavered. She is professional, kind, friendly, fast, experienced and professional!!! My business taxes overwhelmed me to complete but she "held" my hand through the whole process! I am excited to say ..... they are finally done, signed, sealed, delivered!!! Phew!!! Her prices for her time and wisdom and reasonable ... I had a CPA doing my business taxes in NC and charged my 3x of what she did and that was with me doing half the work!!!! With Lise, I literally brought boxes to her with tears and each time she just reassured me ... "we will get through this"! And we sure did! If you need a bookkeeper, please chose Lise and her team ... I promise you won't regret it!

Great tax specialist to get help with your taxes and financial needs. Friendly, helpful and…read moreknowledgeable. Highly recommend.

Rich and his staff are excellent! Rich handles all of our accounting needs at the establishment I…read morework for and he always tends to our needs with a smile. His staff exceeds far beyond the most in customer service! Definitely recommended.

From the owner: Local CPA firm concentrating in small business accounting and taxes.read more

Margaret gave me a second opinion on 2021 taxes after IRS letter wants more tax payment. Don't know…read moreoutcome yet but a pleasure to work with her. Seemed to clearly understand the problem and thinks a solution is possible.

From the owner: My willingness to complete your income tax and keep you informed during the process. read more

Great team to work with and very responsive! They helped me with their knowledge and guidance.read more

Amazing company and people to work with. I've been working with the for over 10 years and they've…read morebeen absolutely the best. Jay is a wonderful partner!! He's the best.

I wish I could assign 20/10 stars…read more Incredible company', great prices, top notch leadership by the owner who is very hands on. I recommend this company wholeheartedly.

Liberty Tax website doesn't work, they don't know how to fix it. Why would I trust my taxes to a…read morecompany that can't run their own website? Customer service told me to just set up a new account with a different email to expect different results.

I went in for a not so complicated tax return, had been using turbo tax for years, not sure exactly…read morewhy I did it this year. I knew I owed some money to the IRS so I figured I would ask them to help to see if they could reduce the bill. Well, they figured out a way I owed even more. I went with it anyway. Even after I had to point out an error in their first run at my return and she had to correct it, without saying sorry or anything. So Debbie's accoutant said I owed a fee to the irs for owing so much, a penalty if you will. I had previously plugged it all in turbo tax and it didn't say i owed this penalty. So I figured maybe I did and I paid it. Well the irs came back and said I didn't owe it and sent the money back. make of it what you will, i will be using turbo again.

I paid $410 for two tax returns and left very disappointed with the overall experience. Shirley was…read morekind, but she seemed unfamiliar with the software and struggled throughout the appointment. The process moved extremely slowly, and it often felt like she was figuring things out as she went instead of confidently preparing the returns. I understand that age can be a factor, but if this was in any way an hourly-based service or if time affected the cost, then the pace of the appointment made the experience even more frustrating. For the amount I paid, I expected someone who could work efficiently and competently. I came prepared with my information clearly organized and laid out for her, yet there was still a noticeable lack of direction and confidence in handling my returns. I raised specific issues such as my home office, a separate physical office, gas mileage, and other business expenses, and there was very little guidance or meaningful effort to explore whether those deductions applied to my situation. Instead, I was repeatedly told that she "tried her best," but that is not the level of service I expected when paying a professional to prepare my taxes. What made the experience even more frustrating is that one of my returns cost more than the other, even though I had provided the same level of organized information for both. Nothing about the way I presented my documents suggested that one should have required significantly more effort than the other, so the price difference felt unexplained and unfair. More broadly, the pricing in general was not clearly communicated to me during the process, which made the final total even more upsetting. For a service like this, I should have been told upfront what I was being charged for and why. To make matters worse, I ended up owing the IRS thousands of dollars. I understand that my tax liability is ultimately my responsibility, but that is exactly why I paid for professional tax preparation in the first place. I expected clear advice, a thorough review of my business expenses, and competent handling of the details that could affect what I owed. Instead, the entire process felt uncertain, incomplete, and not worth the cost. Another major issue was the lack of attention to basic filing details. I had to be contacted afterward for my IRS PIN in order to submit the return, which felt like yet another example of carelessness and lack of preparation. That is the kind of information that should have been addressed during the appointment, not chased down later after the fact. What was especially upsetting is that Shirley never mentioned that filing late could lead to penalties or fees. That was an important detail, and it should have been clearly explained to me during the preparation process. Then, three months later, I received a bill from the IRS in the mail for a late filing penalty. That was not a minor oversight. It was exactly the kind of consequence I went to a tax professional to avoid or at least be warned about in advance. To make matters worse, I later found that I got a better result using tax software on my own than I did with the return prepared during my appointment, even though I still owed. That made it even harder to justify paying $410 for professional preparation when I could have gotten a better outcome myself. At that point, it felt like I paid for a service that was not only stressful and poorly handled, but also failed to provide the best filing outcome available to me. Overall, this experience did not reflect the level of service, expertise, attention to detail, or transparency I expected when paying for professional tax help. I came in prepared, paid a substantial amount of money, and left feeling like my concerns were not properly addressed, the process was mishandled, the pricing was unclear, and the final result did not justify the cost.

Best.experience.ever…read more As a current client, my son recommended I use Roch to prepare my taxes as well. Well let me tell you, since I'm self employed, I've got a plethora of paperwork and receipts to enter! Roch stepped right in and prepared my taxes with ease. I must also admit, I'm a BIG procrastinator but he was patient with me getting him the information to complete my taxes in a timely manner. I will definitely be using The Tax Office's services again in the future. Highly recommended!

Just worked with Roch for the first time and had the best experience. I was referred to him by a…read morecouple of friends from work, and I could not be more thankful. We all know tax season is not everyone's cup of tea, but working with Roch was easy and efficient that I am actually looking forward to next year! If you are looking for someone to do your taxes, look no further. Thanks so much Roch & The tax office!