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September 2023 by Glenna James
Carol has helped me for several years. She was always professional, competent and timely. Then my returns got simpler and I thought I could do them myself. Seven years later I've returned to her, 7 years behind on my taxes (long stories & excuses). She assisted me in cleaning up the mess, efficiently and fast. And found that I had refunds, when I expected I really appreciate the software she uses for confidential communication and easy online payments.I trust and respect her and would recommend her highly.
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February 2023 by Aleesha Lindstrom
Had a lovely conversation with Carol about my tax situation and she explained everything clearly and concisely. I had a lot of concerns and questions and was recommended her services by a YouTuber, Kara Buntin.Carol gave me peace of mind now and for the future. Tax stuff can be confusing, especially with all of the conflicting information online. All of our tax situations vary from person to person and I was happy to know I’m on the right track to success. I am super thankful for the time and reassurance she gave me.
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January 2023 by Holli Briggs
My taxes were much more complicated than in years prior & Carol did an amazing job with walking me through everything!
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November 2022 by KB
Carol was extremely helpful to me. Even though she’s not taking new clients right now, she helped walk me through some things as this year I’m dealing with taxes from proceeds of selling my Dads house since his passing. I really appreciated her help and would use or refer her without hesitation.
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August 2021 by Deborah Rogers
I’ve been using this tax service for years and it’s always been amazing! 100% worth the cost, Carol can handle even the most complicated tax year. Carol is fast and professional and works with my schedule. Highly recommended!
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July 2021 by Nancy Riehl, SRES
Previous to using Moneybags Tax Services, I had a lot of angst about filing taxes. Carol has taken that away and makes the experience almost painless. I trust her advice and recommendations about all tax situations. She keeps up on the tax law changes and explains things well.I can't imagine doing taxes without her!
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May 2021 by Brad Stockton
Carol spent an hour talking with me about my new business, giving me advice, and even helping me change the business structure. That was just my introduction call with her. I’ll definitely be using Carol at tax time. This is exactly what I was looking for my small but growing small business.
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May 2021 by Maddison Stumpf
Carol is AMAZING! I am a new business owner and she has helped ease my fears of tax season and answers all of my questions! She is the best! Don’t hesitate! Call her!
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November 2020 by Tatsiana Bender
Carol is a wealth of knowledge when it comes to tax law and is an exceptional resource for all my tax questions. She explains things in plain English and makes sure you understand all the details. I’m glad I have her in my court to advise whenever I am in need.
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November 2020 by Jerry Whalen
Carol is a real professional in this world of empty promises and hollow assurances. She is extremely knowledgeable but, more importantly, explains things clearly, with great patience and understanding.
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November 2020 by Carole Morales
Have depended on Carol for many years now. She is very talented and trustworthy.
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February 2020 by Debbie M.
Carol put us at ease from day one. She is very knowledgeable of the IRS tax rules. She also has years of experience. She answered all our questions and explained things thoroughly due to our unusual tax situations this past year. We were able to contact her anytime with questions. She was very organized and thorough which made us feel confident that we had made a good choice for our tax preparation. We would highly recommend her services.
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December 2019 by S A.
I've been Carol's tax client now for over 20 years!!! Before I found Carol to do my taxes every year, I was totally overwhelmed with all the pre-tax planning binders I would receive from one of the "big CPA firms" -it just seemed like tax prep overkill!!! I had just taken an early retirement from a major corporation and as I started a small business, Carol walked me through what expenses to keep track of for start up and through the first year. Carol is a MASTER at keeping things simple and helping my creative brain understand the logic of how tax reporting works!! I use her services throughout the year, as well, when I have a question about certain investments and how they will impact me at tax time. She also fills out all the city/county/state small business forms through the year that are absolute "greek" to me!!! Earlier this year, when I was preparing to retire, I ran everything through her - she's just an integral part of my "team." What a wonderful person and great communicator she is! And I can sleep at night knowing how ethical she is!!! DSchott, OWNER - Panache! Personal Concierge
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December 2019 by Tatsiana B.
Carol was very thorough answering a complex tax question about excess Roth contributions. She explained things in a simple, easy to understand terms. I'm glad I have her as my resource to advise whenever I am in need. Highly recommend!
