Dixie has filed my taxes for the last 3 years. She is always professional, thorough, and efficient!…read more Her assistant is quick to schedule a tax appointment (during what I'm sure is a very busy time for Dixie) and before the appointment is very communicative, providing reminders and a list of everything I should bring to make sure that my taxes can be filed most efficiently. Dixie's knowledge and experience is extensive, and it's obvious in the care she takes with my money. She makes the overwhelming task of filing taxes simple and easy. I plan on continuing to trust Dixie and her team with my taxes and financial needs, and I highly recommend them to anyone in the area!

I have had Dixie do my taxes for the last five years and my experience with her has been wonderful…read more She is very organized, detail-oriented, and efficient when it comes to doing my taxes. I've had issues in the past with reporting my taxes for my stocks and Dixie has done a fantastic job with navigating through all of my tax information and paperwork with ease. Dixie is a way better option than going to a large, corporate tax agency or trying to do your own taxes. It was easy to schedule an appointment with her and she takes the time to ensure that you will get the most out of your return. I highly recommend her to anyone who lives in the area and is looking for someone to do their taxes.

I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

They work for you and not against you. Fast, reliable, very knowledgeable tax service. Always got…read moremy biggest tax return here.

Called in for a business inquiry regarding our tax services and Will said "I'm very busy and your…read morepitch was terrible" then hung up on me. I wasn't even pitching anything. How on edge are you? Super unprofessional. Taking my business elseware.

Very honest, friendly and reliable CPA. We're retired She prepared our tax filing this year and she…read moredeliver on time very dependable best we ever had. We recommend her highly.

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!

Took care of our Taxes quickly and efficiently. He was extremely thorough and answered all of our…read morequestions. I highly recommend and will be a returning client.

Highly impressed!!! Called for an appointment on Thursday, met Michael on the following Monday, an…read morehour later, all done, all the paperwork I needed completed. Very professional, personable, efficient, comfortable office. I highly recommend this business. Michael is a gem! Knows his stuff!

I've been going here since 2016 They are my tax service…read morefamily! I've even got my husband to switch over. We live way up north but I will always make the drive to Kent to do my taxes w them since I trust them!

READ THIS!!! PLEASE be careful! I don't really like putting bad reviews but this one i have to! We…read moreusually do our own tax papers but because we just bought a house and has to kids we decided to go here. When we got there she probably did the papers for 20 minutes, and said we're only gonna get $300. She said we're not gonna get anything from the house because we only paid $12,000 on the tax. And that part I understand! But $300 with 2kids? Good thing She asked for the kids verification before submitting it. She charged us with $110. We left and called them back and we asked them to hold it because my husband can't believe that we're only gonna get $300. So my husband did it with turbo tax and it came out $4,300!!! Please be careful!

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.

LOVE, LOVE this place!! Here is why!!…read moreWe have been foster parents and did not know that a previous tax place did not know we could claim certain kids... they Are extremely knowledgeable in the foster and adoptive world... they are very upfront and honest they help you understand things if you have questions... I love how they take the time to go through everything with you and they make it actually very exciting... They have your back if you're ever audited. They also have cats there that are just the sweetest things ever...(big stress reliever) I actually like having my taxes done... My favorite part is that they are educated in all areas of taxes... And they continue their education! And I know they have my back!

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.