-
June 2023 by Tim Tracey
Bob is Great!! Super knowledgeable, friendly and very efficient!! I won’t use anyone else for my tax needs.
-
April 2023 by Dillon
No idea what Jimmy is talking about in the review below. Bob is awesome. I've been doing my taxes with him for 4 years now and I have no complaints whatsoever. You can trust Bob and Kim!
-
April 2023 by Ryan Barker
Bob has done our taxes for 4 years now after being recommended by a close friend. I’m always happy with the forthright review of our documentation and the filing. I’ve recommended him to several friends and family members.
-
March 2023 by Jimmy Rauch
Absolute worst. If you’re looking for a CPA who will listen to you, respond to you or acknowledge you - look somewhere else.
-
May 2022 by Miranda M.
I was referred by a friend who absolutely loves Bob, but my experience filing my 2021 taxes was disappointing. Bob was perfectly kind, clearly knowledgeable about taxes, and skilled at his trade. He handled my appointment with ease and I felt comfortable with him. The big issue I experienced is that my taxes weren't filed!!! I had my appointment in early February and at that time, I provided all the documents Bob needed. He said the taxes would be filed within a week. By late March, I still had not received my refund so I reached out to Bob to verify the taxes were filed. I did not get a response. By early April, I reached out again and spoke with Bob's secretary/receptionist/assistant. She grilled me fairly aggressively with questions like "did Bob need more documentation for me" (no) and "had I checked the IRS website yet" (yes). She then put me on hold and came back a few minutes later with a much different demeanor. She said they had experienced some software glitches and that my taxes had not been filed yet. Please note this was EIGHT weeks after my initial appointment. I asked the receptionist what would have happened if I didn't call to check in. She said she checks periodically and would have caught it. I'm sorry, but that feels like a lie. It's been 8 weeks and we are in the middle of tax season. The deadline to file and pay is less than two weeks away. At what point are you going to "periodically" run across my unfiled taxes and take care of it? Balls were dropped on their end, whether it was truly a software glitch or a mistake made by Bob or his receptionist. Things were not handled properly on their side and if they're unable to file in a timely manner, I'm not sure I trust them to handle my sensitive personal information. I did not appreciate the attitude from the receptionist and don't feel that she's a good representative for Bob. He was kind and helpful at my appointment, but she was aggressive and rude over the phone. I'm especially frustrated because I was due an AZ State refund but owed federal taxes. My plan was to use the state refund to cover what I owe the feds. Because the deadline to pay is ten days away now, and my taxes were just *barely* filed yesterday so that state refund will not be here in time to cover my federal payment. Please note that I waited to post my review until everything was filed and processed completely because I didn't want any interference or complications. I rate my interaction with Bob during my appointment 5/5 stars, my interaction with his receptionist 1/5 stars, and the overall experience 1/5 stars. Super disappointed in the overall experience.
-
September 2021 by Charles Dauer MCPT.
He was very friendly helpful and consider it. Took all the guess work out of the taxes, very smooth experience. Would definitely recommend him to my friends. Which I have already done.
-
August 2021 by Jessica K.
Been using Bob for years and can't recommend him highly enough! I was referred to Bob from a friend and I have referred many other friends to him. He is thorough, thoughtful, and extremely nice and easy going.
-
July 2021 by Charles Dauer
He was very friendly helpful and consider it. Took all the guess work out of the taxes, very smooth experience. Would definitely recommend him to my friends. Which I have already done.
