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October 2024 by Kevin Safley
So here is what I will say. They did a really good fixing the books a year ago. I feel like they overcharged me by about $10,000. They have gone through about a plethora of bookkeepers in the last 10 months. They told me last year I had a tax debt of $40,000 and one way to get out of this was to go buy a new truck. Later found out they were wrong. Their communications are absolutely horrible. They don't like working with companies that use Mitchell1 even though there are work arounds. They only do zoom call meetings. they will not answer the phone. They do certain things to your books that you do not approve. My wife provide a loan to the company and the company is paying her back. All the information was in the bank refi that I offered to them and they said they didn't need it. Later they changed it to a distributions without my knowledge or any communications right as I was providing information for the SBA banks. They refuse to help when they forgot how many mistakes they made week after week. The countless errors they made has cost me thousands of dollars. I am giving them 2 stars for the simple face that they were better than the last firm. But if they keep going the way they are they will fail. It is unfortunate. I really thought I had a good repour with Gary. Nancy has the worst communications and it goes down hill for the rest of the employees, well the ones that stay. If they would have just talked to me and worked with me. I am only writing this review because of how upset I am from their actions. They stated I had an email. but they forget that I had zoom call talking about the items that was discussed. So all of their actions that they think they have a response to is just plain poor performance. Maybe this will get there attention and I can get this settled.
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September 2024 by Brent Christensen
I've worked with Nancy, Gary, and the team at Williamson Advisors from the early days of my auto repair business. Now, almost eleven years later, they're still helping me run a successful business. At the beginning, Nancy even learned a new shop management software system so she could do our taxes. Recently, we hired them to do our monthly bookkeeping as well. That really helps. I'd recommend them to anyone who needs this kind of help and guidance. Professional, ethical, and intelligent are the first words that come to mind.
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December 2021 by Jax Tucker`
What a Great Team! I have been working with Nancy and staff for years and they are fantastic!
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October 2018 by Raf Robinson
Nancy and her team are true pros when it comes to accounting and tax prep. They genuinely care about their clients. They are accessible, knowledgeable, and go the extra mile.
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October 2018 by Kim Wendland
It's been a pleasure working with Nancy Williamson since 2006. She's helped me with four businesses, estate taxes as well as personal taxes. Because Nancy has an entrepreneur's mindset, she's business savvy and wicked tax smart. She advises me on more than just taxes, she's also a valued strategic partner! The money spent on her services always return many times over from the money she's saved .
You can't go wrong with Nancy....that is....unless you call her on the tax deadline and want your taxes done the same day! haha. But she'd probably laugh out loud and offer to help you file an extension just because she's cool that way.
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October 2016 by Donald Weaver
We cannot say enough great things about how well our accounting has been handled for our company with knowledgeable and detailed staff. We can focus on growing our business! Incredible service and integrity!
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October 2016 by Pete Colling
Unreliable, Unprofessional, and Erratic. Beware
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October 2016 by Walker Dodson
Nancy is a knowledgeable and professional source for business advice and tax preparation and consultation. I saw her for advice relating to starting a business, and she spent far more time than she quoted me for going over my details and business plan. Very personable and friendly! I whole-heartedly reccomend her services!
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October 2016 by Alison Scott
Thank goodness for Nancy & Brandi! They have been able to uncover a mess of issues my last accountant left behind. Their professionalism and personable way of explaining how a business should run has been priceless in making my business operate correctly. Why did I wait so long to make the move from the terrible accountant I had?? Don't wait like me, I highly recommend this team if you are look for a detailed and professional CPA.
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October 2016 by Amber Gray
Nancy Williamson is not only savvy and professional, but is also personable and easy to work with. I stand by the belief that trust is earned both through demonstrating good character as well as competence, and Nancy holds both of those important characteristics. I give five stars without hesitation!
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October 2016 by Debbie Reinhart
I've worked with Nancy for almost 10 years! She has always been professional and provided excellent service. She handles all of my reporting and compiles all of the tax returns for my multiple entities. Can't imagine getting through "tax time" without her help!
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October 2016 by Jeanne Corrigan
I have worked with Nancy for more than 10 years and she is highly capable, responsive and gets the job done. She has been my CPA and advisor for both my personal taxes and two different small businesses and I have never had an occasion to question the work or the relationship. I highly recommend Nancy and her team, especially for entrepreneurs.
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October 2016 by Don Sesler
Nancy and I have worked together for years now. She has always asked the right questions to make sure that our business accounting is done correctly and efficiently. Nancy is a true professional and is an essential part of our team.
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October 2015 by Matthew Pollard
Always delivers at a level higher than expected. Thanks for the great work!
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October 2015 by Michelle Lewis
If you're looking for someone who knows what they're talking about... Nancy is the one for you! She makes things easy for the client and is on top of technology to ensure that she's able to assist without being too interruptive of time. Definitely recommend!
