Taxes were easy to coordinate, however, by not meeting in person, cost me $1600.00 more than was expected. Usually, my preparer would point out areas in which I could reallocate monies to lessen that amount. So, not too impressed.
August 2023
I've worked with Kyle and his team for a few years now to help me with my small business accounting and taxes, my payroll, and my personal taxes. He and his team are the best there is. They are timely, proactive, and have amazing bedside manners. I would highly recommend them to any business owners and individuals looking for a proactive CPA.
June 2023
Please focus on you and your staff's attention to detail and customer service.This year, our taxes were prepared incorrectly twice, the first time rejected by the IRS and the second time with a gross error caught by us: completely leaving off one person's income.Further, we went weeks without communication and had to initiate follow-up several times, which is frustrating when turning to human tax professionals for support.Finally, to top off the blatant disregard for customer relationships, we were denied a meeting to discuss our concerns and request for a refund due to all of the challenges and poor services rendered.I'm disappointed in our experience... read full review
Taxes were easy to coordinate, however, by not meeting in person, cost me $1600.00 more than was expected. Usually, my preparer would point out areas in which I could reallocate monies to lessen that amount. So, not too impressed.
I've worked with Kyle and his team for a few years now to help me with my small business accounting and taxes, my payroll, and my personal taxes. He and his team are the best there is. They are timely, proactive, and have amazing bedside manners. I would highly recommend them to any business owners and individuals looking for a proactive CPA.
Please focus on you and your staff's attention to detail and customer service.This year, our taxes were prepared incorrectly twice, the first time rejected by the IRS and the second time with a gross error caught by us: completely leaving off one person's income.Further, we went weeks without communication and had to initiate follow-up several times, which is frustrating when turning to human tax professionals for support.Finally, to top off the blatant disregard for customer relationships, we were denied a meeting to discuss our concerns and request for a refund due to all of the challenges and poor services rendered.I'm disappointed in our experience... read full review