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April 2023 by Shanda Lear
I've been with Tates for a few years now and Julie Casey totally rocks! I won't use anyone else!
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April 2022 by Aria B.
This is a family run business and in the same vein, my family is a multi generation supporter of Tate & Associates. Some of my earliest memories are of going into Tate's office with my parents and grandmother as they filed taxes. As an adult, I've brought my kids to the Tate office while meeting with Jerry's daughter Rae Ellen for tax preparation services. (Virtual appointments only since 2020- which I appreciate!) Full disclosure: in my independent 20s, I tried to use a different CPA for tax preparation and paid a crazy fee without much difference in my return. Rae Ellen is friendly, approachable, and knowledgeable with taxes and the law. Plus, anything changes with your income, you can call and get immediate free tax advice as far as filling status and withholding. With Rae Ellen's assistance, I've never had to pay back taxes after filing my return. She's great and I recommend Tate & Associates to anyone and everyone.
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March 2022 by Athena H.
Julie is the BEST!!! The sweetest nicest woman you've ever met. She has been doing our taxes for years and always knows what to ask us for and what could help us save next year. We've recommended her to anyone who will listen and have about 8-10 family members now getting their taxes done here. She can get busy so book early.
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March 2022 by Kerry J.
If I could give them zero stars I would. DO NOT go here they are not just incompetent they are borderline criminal. Meaning the way that they handle YOUR taxes is negligent and irresponsible. Only writing this to save anyone else from abuse and neglect. Worst we've ever experienced and not inexpensive either!!! Be warned stay FAR away!!!
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February 2022 by Samantha Hobbs
Absolutely LOVE Tate and Associates! I've been seeing Rae Ellen years now to get help filing my taxes. She is a total wiz. I've changed jobs a couple times since I first started working with her eight years or so ago and she's always known how to maximize whatever situation I find myself in when I see her.She's also a fabulous person to talk to and her office staff/associates are super friendly. I was even told I still get to file lat year's taxes with her even though I moved out of state since I last filed! I truly mean it when I say you will not be able to find a better spot to get some tax help.
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January 2022 by Phil M.
Tate and Associates are amazing accountants and good people. We have been going to them for over 20 years. Rae Ellen balances professional and funny, well. The Mells
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December 2021 by Kat R.
These ladies are the best! I've worked with Julie for the past five years and cannot recommend her more highly. She has her eye on the details and is great about making recommendations of things I can adjust for the coming year. Once, when I received a sizable unexpected bonus mid year, she met with me for free to discuss the tax implications and how I could best handle the sudden influx of money. For free! Who does that? This is a family run operation. Everyone is so kind and helpful. Even in the midst of tax season, the ladies in the office never appear rushed or flustered. I have complete confidence in them and their ability to handle all my tax needs.
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October 2021 by Tyler Owens
Everyone says they are great. It takes them forever to return an email. They never answer their phone. T hey don't accept quick books or spread sheets. Just this Manuel filled excel sheet on a very poorly done websiteNo posted hours and takes off on months of time, with no recommendation to people are willing to do work.
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May 2021 by Portia P.
Julie is fantastic; they are all extremely professional and are up on any new tax changes - they do taxes properly snd fairly. We've been going here for the last 7 years. Thanks guys!!!!!
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January 2021 by Diane S.
doesn't answer phone calls. made minor mistakes on my taxes. Awful.
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October 2020 by Marshall Richey
Love Tate & Associates. I've been working with them for over 5 years now and I have always felt like I was taking care of. Incredibly professional staff and supremely knowable CPA's.Highly recommend and I look forward to more years of working with this team.Thank you Tate & Associates
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October 2020 by Jay Asylum
My wife and I have been clients since 2007 & I will NEVER go to another accountant. Julie is more on top of things than I am. She's like a family member that you actually happy to see every year.
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July 2020 by Skylar S.
Tate & Associates screwed me over badly. They took days/weeks to respond back to me, by the time they did respond back I needed to have an extension. I sent them everything they asked for on the day of for them to contact me 12 days afterwards letting me know they couldn't help me. They said it was due to me sending them my information back too late even though I sent them all my information on the day the asked for it. They never let me know I had to send it to them at a certain time nor did they bother to email me the day before to give me enough time to send all my information. On top of all this they were extremely rude to me when I called to figurer out why did they wait until the last minute to let me know I needed an extension, why didn't they tell me it needed to be in at a certain time, and why did they wait to tell me 12 days afterwards that they didn't send it in? I felt these were all reasonable questions to ask but instead I was told repeatedly they were doing me a favor (I never asked them for any such favors since I payment was always the only option) I don't feel I should be grateful for someone taking me on as a client and then not doing anything and now I'm going to have to pay huge tax penalties due to them not letting me know they were too busy.If they simply let me know they were too busy to take new clients when I first emailed them on the 18th of June I would've thank them then took my business elsewhere. Instead they said yes, then screwed me over and now I'm going to be paying for it in a big big way. I attached the email exchange from the day the decided to let me know I needed an extension to the day they informed me they didn't do anything with my paperwork. Whoever is reading this can then decide if these are the people you want to be handling your taxes. On Jul 15, 2020, at 4:54 PMHi Skylar,So sorry I haven't responded. The tax deadline has been very busy. I will need some more time to go over. Would you like me to file you an extension?PamSent: Wed, Jul 15, 2020 6:05 pmSubject: Re: Tax InfoNo worries! Yes, I would love to file an extension. On Jul 15, 2020, at 6:08 PM, Tate & AssociatesWe needNameAddressSocialBirth datePhone #Sent: Wed, Jul 15, 2020 11:44 pmSubject: Re: Tax InfoName Skylar %%%%Jul 27, 2020, 4:22 PMsubject: Re: Tax InfoHi Skylar,Unfortunately, we didn't get your information until it was too late and we weren't able to file an extension for you on time.
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July 2020 by Greg L.
I have been using Tate & Associates for 14 years and they are exceptional. Kind, considerate, professional. As an entertainment professional they have guided me through determining appropriate deductions. My 2013 return was audited as my income jumped and I started a side business. Tate & Associates walked me through the audit. The final letter from the IRS, which states that they "have determined no adjustment to my taxes is necessary," is now framed on my wall. Recommend highly.
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May 2020 by Rex P.
I came to Tate & Associates to just have them file my basic taxes. They did exactly what I wanted. They were also able to help reduce the amount of tax I needed to pay by inputting specifics costs that I didn't know were tax deductible. My overall experience was above standard. I would come back next year again.
