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February 2024 by Elaine Hochstrasser
I would like to give this company a zero rating. About a year ago I started having issues. My bank account was used to pay another company's sales tax which I brought to their attention. It has been about a year and still I have had no resolution. I met with Nancy a week ago and she promised she would sort it out in a couple of days. Today, a week later I called and spoke to Diana who promised to have this resolved by this afternoon. I am still waiting as I have not heard back from them. I am charged monthly to have my sales tax filed yet this was not done in January of 2024. Numerous emails and calls to Diana have remained unanswered! I cannot implore you enough to not use this company! You are wasting your time and money! They seem to be absolutely clueless and the situation has been exasperated by huge staff turnover. No one seems to know what is going on! As a small business owner I would never treat any of my customers the way I have been treated.
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February 2024 by Al Cazares
Payroll has failed to pay my unemployment premium and the state is telling me I will be fined and charged interest. They changed my accountant 4 times in 6 months without telling me. They have failed to produce my December P&L and my year end 2023 P&L. I have sent multiple email requests, left messages, talked with a receptionist twice, who promised a call back and I never got one. This was a great company until it was sold to Nancy Spelgatti, who apparently doesn't care about her clients, but is willing to take payments for services not rendered.
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February 2024 by Catherine Seal
Do not recommend this firm. I began the process of onboarding payroll with them only to receive an email on the first payday they were to process payroll to tell me they were not going to accept my business.
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January 2024 by Michael Dill
Recommended by a friend, spoke on the phone with Alicia and sent over the return I needed their help with on 11/9/23. No response. Followed up again 12/29/23. Followed up again today. Searching for someone new who is actually responsive, or even better, proactive.
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January 2024 by Tonya Reynolds
Under new ownership .Has not been good.I have been passed around. Phone calls not returned .My state income tax was not correct last year.This year I am debating switching Tax services .I have a small business.They do not seem to care.Sad when Debbie was the owner .It was run much better .Paid 2350.00 last year for my Taxes to be prepared .Kinda high.Customer service has been poor with new ownership.
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January 2024 by Victoria Maddux
I began my journey with Phases in May of this year, and still have not received any tax return. Phases accounting has made numerous mistakes that have kept them from completing this task. No reconciliation was completed for the tax year, which I paid for them to complete. I ended up having to find the mistakes myself. It seems that their team is inexperienced and disorganized or they just don’t care. This has now resulted in fees and penalties for my small business. I have been told numerous times that it would be completed by a certain date and this still hasn’t happened. I’ve been waiting over six months. My business has been handled by several different people within one year. I would not recommend this company to anyone, especially someone running a small business.
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October 2023 by Sonny Roth
Phases accounting has made mistakes resulting in fees, penalties, and interest owed to the IRS and state. They failed in meeting deadlines and communicating clearly, if at all. My business has been handled by four different people in the last three years. Attempts to get clear answers to questions, deadlines met, and general communications have been unsuccessful. Phases accounting is disorganized and mismanaged. They do however, make sure to update clients clearly and effectively on ‘Phases end-of-summer celebration’ with multiple emails and mailers. Do your research when looking for CPA services and don’t make the same mistakes I did with Phases accounting.
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April 2023 by Matthew Sisson
Excellent work every year. They handle personal taxes, my wife's business taxes, and are pretty quick to answer questions. Never had a problem with them.
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March 2023 by Nirettzy Velez
Phases accounting is ready to handle all your commercial and personal accounting and tax needs. Debby has built a solid team of professionals and has been in business and a member of our community for decades. I chose them this year for my taxes and could not be happier. Cheaper than H&R Block and I get to see the same person year after year. They made me feel like family as soon as I walked in the door. I highly recommend Debby and her team. Give then a call and tell them I sent you!!
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March 2022 by Elizabeth Moffett
We've been so impressed with everyone we've worked with at Phases! Both Carlos and Debbie have been super knowledgeable, happy to answer questions and highly efficient. We will definitely continue to work with them!I also appreciate how easy it is to schedule an appointment on their website.
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March 2022 by Kaitlin Soos
Absolutely awful. Terrible communicators, and brush you off easily if you have any concerns. I have been trying to get taxes amended, that THEY screwed up from 2018....its 2022. It took over a year of reaching out for them to even figure out that they messed up and send in an amendment. When I reached out 6 MONTHS LATER to ask why it is saying I still owe, their answer is "we just have to wait". Instead of giving any type of explanation or even trying to make me feel at ease, that it may take a little longer, and that I don't need to worry. They don't care about your well being, it's just a job to them. Terrible. Will tell every single person I know to stay far away from Debby and her entire team.
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October 2021 by Mike S.
Our small business was in a bind and needed a filing done quickly. The accountants at Phase took our information, gave us direction and completed our tax filing much quicker than we expected. Their service was a pleasant surprise! Thanks so much!
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September 2021 by Leah Watters
We work with Michelle at Phases for our business. I can't say enough about her! She is very responsive, communicative, experienced, knowledgeable, and an active listener. She's wonderful at listening to us and our needs, then providing tailored options and solutions. She explains the pros and cons of options well, which has really helped our AP and AR systems. She's also incredibly responsive - about small things, and even large things. She always exceeds my expectations with how quickly she can give thoughtful advice to questions. Thank you Michelle!I've also worked with the owner, Debby, in several regards over the last couple of years. Debby is a wonderful tax, accounting, and business professional. She is an extremely hard worker, open minded, passionate, and value-minded - she has an uncanny way of finding the most efficient solution to provide the most value. She always is on top of what's coming down the chain with tax law. She has a great way about speaking directly even about hard topics. I personally love working with Debby whenever I can. Thank you Debby!
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August 2021 by Melissa C.
Professional, helpful, and friendly staff. Thank you Debbie and Cheryl for all your help!
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May 2021 by Renee Ayala
I DO NOT RECOMMEND this agency. They completely ruined my tax return. They filled my taxes incorrectly and the corrected return will take an extra 8 weeks. I'll be receiving my return in August. This agency was a big mistake. They might have A lot of experience but they have NO COMMON SENSE. ?????????????? ZERO STARS....
