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January 2024 by Adam Schneider
I originally wrote a glowing review back in April but I have to change it because I cannot believe what’s happened over the last few weeks. I had a state tax bill in May that required an audit; fine - that’s why I have accountants! I gave them the information they asked for and they interceded on my behalf. We paid them for that. End of November I get a reply: instead of a refund, the state now says I owe 22k! That’s an unfortunate turn of events but I think it’s miscalculated; I guess the letter my accountants drafted the first time didn't work. I assume they'll have high standards and re-do it though.The state says I have two weeks to reply and dispute the charges; we just need to be more clear I suppose and provide additional information. I send the note and the background info to multiple people at TriStar and…crickets. I have to send multiple follow up emails to even get a terse and vague reply.Over the next few weeks I try to drive the process forward but it’s like pulling teeth. I had a Dec 8 deadline to reply but despite multiple attempts to contact TriStar (by both my wife and by me, since her name is on our return too) we heard nothing. The deadline passed, and finally a week later I get a new letter (just to reiterate: this is seven days *after* the deadline I'd originally told them). I ask a follow up question and don't get a reply for another 72 hours; to clarify, I responded to a message early (10am) on a Friday and, since I was already a week overdue to send something to the state, figured I'd get a quick turnaround in my reply. Nope. At that point, I didn't care about the "1 business day" response time since I was already several business days late.Oh, but almost instantaneously I get another $325 bill! They were on the ball there, even though I assumed we wouldn't be double-charged for work that should have been done correct the first time and was re-done in a subpar and slow manner.These are exactly the last traits you want from an accountant: shoddy work, lack of clarity, poor communication, and slow response times. Taxes and audits are scary and confusing and you want someone who's totally on the ball and makes you feel taken care of while proactively helping you make sense of things. At no point did I feel like anyone at TriStar cared about us or keeping us as clients this coming tax season so guess what? We won’t use them.
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November 2023 by Nicholas Lorenson
Very happy with Tristar. They have helped me wrangle my taxes for several years. Helpful, prompt, easy to work with.
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November 2023 by Chris Perreault
TriStar provides outstanding customer service, and they are the best in town for tax services. They have been my go-to for the past 2 years and have more than paid for themselves with tax savings and convenience.
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October 2023 by Kerry Knight
If I could give 10 stars, I would. I have been working with this group for many years and have watched them grow. Growth usually brings pains. They may have seen internal pains but as a client, they have only gotten better. The personal attention and care they have given to me has been remarkable. (Not to mention the mastery displayed in managing my tax liability.) It is an excellent organization because it is filled with good people from top to bottom. People with hearts for others. So grateful to partner with them.
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September 2023 by Kenny Currie
Only reason I gave 1 star was to be able to post this! Horrible service. After the consultation, I was told I would receive an email with the next steps. I think Daniel was the person. Till this day no email. I’m pretty sure why though, but I’ll leave that alone…..#iykyk
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September 2023 by Charity Taylor
I had a wonderful experience with Tri-Star. They are easy to communicate with and very knowledgeable. Hannah is wonderful to work with!
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July 2023 by Driv James
I switched to TriStar to have my 2022 taxes completed. The team was very responsive which is very important to me. Most importantly, my taxes were completed in a time fashion vs my previous tax preparers. It was the next year before I received my refund.
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April 2023 by Craig Olsen
My wife and I relocated to Tennessee and needed a new tax accountant. We contacted Tristar for support. From the first call, we knew we were in good hands. Hannah clearly explained the process and immediately scheduled us to meet with Ryan. In our consultation with Ryan, he carefully reviewed our documents, answered all of our questions, and advised us on how to prepare for next year's tax season. Our last accountant had filed our taxes late and we had incurred penalty fees. Ryan and team prepared and filed our taxes in a week. Additionally, they sent us a submission confirmation to allay any worries. Great people, great service. I highly recommend them for tax preparation.
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April 2023 by Alice Dreger
We've been using this team for 5 years now for family tax work and they are excellent. Also used them to set up a home healthcare aide payroll system. Great communicators, solid systems for confidential sharing of documents, and very helpful. HIGHLY recommend!
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April 2023 by Matt Caddo
Easy portal and great communication throughout the tax process. All questions answered whenever I needed tax advice. Outstanding customer service especially Hannah. Great job once again!
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April 2023 by Cara Marquez
It has been a pleasure working with TriStar. New to the area and just found them. They worked hard to get everything done on time and were very easy to work with. I highly recommend.
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April 2023 by Brian Croft
Wonderful service, courteous, knowledgeable and friendly. They walked us through the whole process in filing our taxes and even helped with tax advocacy. I would definitely recommend them.
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March 2023 by Leah Hayes
Incredible company and experience!We have been clients of Brad Jones since before he started TriStar Associates and have only continued to be happier clients. It is obvious he invests into his employees and systems to be a great firm to work with.Communication with the team is great, their portal is easy to use, and it is crazy impressive how quickly they turn around our returns once we submit all of our docs.They also help you understand tax implications for upcoming plans so you can make the best decisions for your situation.Happy client!
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March 2023 by Tim Jones
I've known Brad, Daniel, Hannah, and Ryan for almost 10 Years. They are super pro and always quickly answer my questions right away, even after all these years with 3 different companies. I've learned a lot from them!
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March 2023 by VRBO Stay
We have been working with the TriStar tax team for many many years - they are wonderful to work with no matter the issue. Highly recommend! Thank you TriStar!- Genevieve Thompson
