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August 2023 by Paul and claudia W
If I can give a negative number I would, we had in the past had a great accountant at this firm but after he retired, we were handed over to a different partner that was absolutely unprofessional with the processing our personal and several business tax filings. All information was submitted on a timely matter with follow up to make sure we did not miss anything only to have her file at the end of July (even after hounding every month for an update, to be told nothing other than she had asked for an extension due to her availability??) we had to incur substantial penalties and interests due to the lack of professionalism and to boot she had missed a write off of our previous vehicles and charged us an additional 1120.00 to amend?? DO NOT USE THIS FIRM UNLESS YOU ARE OKAY WITH PAYING ADDITIONAL PENALTIES AND INTREST FROM THE IRS FOR LATE FILINGS NOT CAUSED BY YOU.
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December 2021 by Hula D.
Terrible terrible terrible! I had an awful CPA and needed a new one and got the referral for Jeanne at this company through a friend of a family member who are also CPA's and let me tell you I decided I'm never taking personal recommendations again - I will be interviewing the professionals myself. Her communication was like speaking to a child. I would ask the same question repeatedly and the question would be dodged. I had my taxes submitted like 3 months late (which I totally would get if she had told me that it would happen) while I was trying to plan a wedding (which she knew) and put me in a financial situation I was not prepared for because of her poor communication. When I took this up with management then was a lot of "oh well covid 19 and what have you" I'm sorry but covid 19 didn't keep anyone from simply saying "hey we are really backed up and we are filing you an extension and expect to submit your taxes at X date we will let you know if that changes". Nope just didn't tell me even though I repeatedly asked. Then they charged me for something I didn't get any quote for the charge not to mention she just gave me bad advice over and over again that put me in the position of dealing with bureaucratic agencies I didn't need to even deal with given my businesses status and operation. This whole field unfortunately tends to work this way because the tax system is so wonky that people with complex situations need an additional degree to know how to interact with it but damn I'm putting my livelihood in your hands and you can't even reply to an email in an appropriate manner. Strong suggest you go somewhere else.
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October 2017 by Joyce Whisner
Understand their clients and have great customer service.
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October 2017 by laura peaslee
Very professional and knowledgable
