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October 2020 by Dennis Duquette
After having our taxes prepared by different companies since moving here 15 yrs ago, we've found the CPA's that will be the only firm that will prepare out taxes for us. They meet with you intially as a get to know you sort of meeting as well as going over your financials.Our tax preparations were shameful for the past 4-5 yrs and some were not even submitted due to sloppy paperwork and records keeping on our part. We felt embarrassed that it had got that far but when we sat down with Khanh Lowery at our intial meeting, she had agreed the record keeping could've been a little better. She said that after everyting was completed, she'd show us a way to maintain our records for the years to come.Not only did the folks at Lowery, Weldon straighten out our tax preparations for those yrs in question they told us how and told us why it was so important to have record keeping in order amd told us in a non condescending tone. Something we've faced in the past and probably why we went from CPA to CPA.They are professional, very easy to talk with and make sure all questions are answered before you leave their offices.I HIGHLY recommend the services that Lowery, Weldon provide to anyone looking for financial documentation help. Again, we've been thru several accountants but none of them sat us down to explain what they were about to do for us and explained why they were going to do the things they were about to do. We will not be using anyone other than this firm for our tax preparations or other financial needs that may come up in the future.
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June 2020 by Kisa
K. Lowery didn't ask any onboarding questions intially about our businesses and waited til days before the extended deadline to even call us tell us how much we would owe. Due to her firm's calculations; our tax bill was triple inflated as Khahn doesn't understand real estate depreciation and totally screwed up our 3 LLCs; S-Corps. After paying her thousands, we had to pay another CPA to undo her mess. Worse of all she didnt account for any depreciation for our fixed assets & most the assets werent even listed on the taxes (4 houses and 3 vehicles) and she counted our owners equity as income and she never responded to our request for refund. Dont make the same mistake; do your due diligence and hire someone who knows what they doing. We are seeking malpractice with the FL Bar and other regulators.
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June 2019 by Dennis
After having our taxes prepared by different companies since moving here 15 yrs ago, we've found the CPA's that will be the only firm that will prepare out taxes for us. They meet with you intially as a get to know you sort of meeting as well as going over your financials.
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March 2018 by Ti
A fantastic CPA firm that I would recommend to everyone. They are very meticulous and you can be assured it will be done with the utmost professional standards.
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April 2016 by Tan Tran
This is a high quality full service accounting firm. Their expertise has helped our personal and small business financial matters for over 15 years. I would highly recommend their accounting and financial planning services to anyone.
