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March 2023 by AlohaKevin
Greetings!Full disclosure, Patrick Wanzer is my incredible brother. I always knew he was talented in what he did and believed that anyone that had the privilege of working with Patrick, was in good hands.I never thought that I would need his help.I am posting to let the world know how incredible it is working with Edgewater and specifically Patrick Wanzer.I had a circumstance arise that involved my personal investments and the IRS. As soon as I discovered the problem, I immediately reached out to Patrick, thinking it might be a while to get "on his list" of those he can help.Patrick instantly reached out to me offering advice and assistance. That same evening he came to my house, with a drafted letter, that helped diffuse the situation.The next day, he joined me in personally delivering the letter to the appropriate party and was able to speak on my behalf...as this entire ordeal is way over my head.Patrick is professional, client-oriented and extremely well-versed in what he does. If you have even a thought of working with Edgewater and Patrick, look no further. You will be thoroughly thrilled with their prompt, courteous and client-tailored assistance.Thank you, Patrick. Thank you, Edgewater.
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March 2023 by Neva Hagedorn
I have nothing but good to say about Edgewater CPA Group! Both Zack and Patrick have been so helpful in this process. Zack was able to listen to my situation and matched me with Patrick. Patrick addressed my complex tax issues in a professional, timely, effective, and most importantly kind way. I am a psychotherapist in private practice and there has been challenges getting my taxes aligned appropriately with my business model. Patrick was able to see straight through the challenges; developed a plan; his plan was approved by IRS; and he then established practices going forward for my LLC which help avoid any future discrepencies. I was nervous, ashamed. and overwhelmed. I know feel confident; assured; and excited to go forward. Thank you Patrick, Zack, and Edgewater. Could not recommend more!
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February 2023 by Dean Smith
Used Edgewater CPA for our taxes in 2021 for the first time. Used them for a problem with the IRS and they successfully negotiated with them. I would highly recommend them for any of your tax needs.
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January 2023 by Allison Seitz
I received a tax warrant in the mail, which was baffling because I know I paid my taxes. After further investigation, it was my fault for allocating the payment incorrectly. Brook got me in contact with Patrick immediately and Patrick completely resolved the issue. I was very pleased with the clear communication with them both as well as their swift action. Thank you again for making this and me a priority.
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July 2022 by Ashley Fleck
This place does not have their act together. They have had significant turnover in the last few years with multiple bookkeeper changes with little to no communication when changes occur (emails just go unreturned). They continue to send us invoices even though we settled up with them and terminated our business with them over 6 months ago.
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June 2022 by Julie Carleton
User beware of this group! I am a small business owner who now has to find a tax attorney to help resolve my issue. Initially when I started with them in 2020 for my 2019 tax return, the process went well. The communication got even worse. I decided to use them for my 2020 return. I, then, got handed over to a new accountant that I was not even introduced to. I really wanted to talk face to face with my new accountant. I met with him in November 2021. He assured me I would owe about what I did for 2020. Imagine my surprise when I found out I not only owed twice the amount, but according to the IRS, I now a total of 4 times the amount. My accountant has since been fired. He did not even sign my 2021 tax return. I don't even have confidence that any of my husband's or my business tax returns were prepared correctly. I am sure my property tax probably was not filed correctly.
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May 2022 by Tracy Zavaleta
I wish the level of service from previous years was still the level of service they care to provide for clients. Communication was never very strong. I emailed several times asking that if they could not accommodate my business, to let me know so I can look elsewhere. I was assured they were going to improve communication and services only to be so utterly disappointed I had to find a new firm. They never once reached out during tax season, never filed the s corp they were supposed to, and never started payroll. I am sure if you're a larger business, they will be much more invested in your services. But if you are a small business, you do not matter to them. Not even enough for them to respond to emails.
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October 2021 by Jenifa Ng
I promised that I'm going to testify if my trading was successful'
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June 2019 by Jason Myers
Bookside has done my business and personal accounting for years. Highly recommend!
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February 2019 by Sheena Lee
The group at Edgewater has simplified my life so much! I know I can count on them for any help that is needed with regard to payroll processing. They have been so helpful, especially last minute (sorry) with small changes that we just caught or big items that would have been a pain to fix after the fact. They are our trusted partner and I can't do it without them.
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October 2018 by Mike Keller
A great business to work with. Very knowledgeable and friendly! Always very responsive to my business accounting requests and questions.
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October 2018 by Adam Hist
Great team to work with. Very quick on response times and extremely friendly.
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June 2018 by Daniel P
We were handed to Derek when our previous accountant retired. COULD NOT BE HAPPIER. Things are better in almost every respect, and the friendliness of Derek and the staff is a welcome change from other businesses I've worked with. Love how easy their yearly tax process is. I can get my part of the work done in an afternoon. And they do the rest... last year my business and personal returns were easily a hundred pages. They made it so simple.
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January 2018 by Nailah Orr
Just met with Derek and the group. Couldn't be more pleased. I was looking for a more personal group for our personal and my small biz taxes. Wow! Blown away by Derek's interest and suggestions. He spent an hour answering our questions...no charge! I've been with a large firm for years but felt like I was just a data-entry project. I can't wait to work more with this group. Recommending to friends and family. Thank you Derek!
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January 2018 by Lynsey Thomann
I would definitely recommend Edgewater Tax Group! I am newly self-employed and Derek and team have been extremely helpful setting up my own corporation and handling all my tax needs. I have been very satisfied with the knowledge, support, and the prompt turnaround they have provided!
