Tax Preparations near Weatherby Lake

“I engaged Trevor Clapp to help me in evaluating my financial situation hopefully resulting in a clear understanding and goals for the future. Trevor was very professional. I found it easy to work with him. He obviously has many skills and a good knowledge of his profession. He gave clear directions, asked questions that were easy to understand, explaining and answering my questions as we worked together. After gathering the information he needed, he gave me a review of what he would do and expectations for me. Working with Trevor was pleasant and professional. I would highly recommend Trevor to anyone needing his services.“

“I have been getting my taxes done here for over 20 years. I am a very satisfied customer!“

“Charla has been my tax advisor for decades and has seen me through many lifestyle changes. She is always available and works with my financial advisor as needed to minimize tax implications while maximizing my retirement income.“

“Greg has been doing our taxes for longer than I can remember... he always is thorough and goes above and beyond.“

“Dan has taken over our personal tax preparation as well as helping our adult children with their taxes.
He is quick, efficient and easy to work with. We highly recommend Dan!“

“Very professional and knowledgeable. Communication is very clear. Would definitely refer to anyone.“

“Maria is the best you can find, she is very professional and always has the best interest in her clients. Have been using her for years and will keep doing so :)“

“Wonderful group to work with! Chuck and John are the best! They go above and beyond in customer service! Highly recommend!“

“Spies Tax Connections is highly recommended. They took care of us very quickly and professionally“

“This is the second year that my husband and I have used Five Star Tax & Business Solutions for our income tax preparations and I am incredibly pleased with not only the thorough work that Marquita and her first-rate office staff have provided us, but the speed at which our returns were prepared and ready for pickup is exactly what I would expect from any reputable accountant.Our previous CPA took forever & had several errors with each of our tax filings per year, especially as his business began to grow. When we're talking money and the IRS, there are no room for unapologetic mistakes or errors, which not only cost us unnecessary money, but it also became quite the headache.This is not the case with Five Star Tax & Business Solutions. Immediately, after reaching out to Marquita Miller Joshua I felt both at ease AND understood. She is an absolute pleasure to work with & the atmosphere in her office is a fantastic mixture of empathy, endearment, and a whole lot of professionalism amongst the entire staff. Five stars, honestly doesn't feel like enough to give, but it fits the business name and the first rate service provided, so two thumbs up, word of mouth recommendations and five stars will have to do.“

“Had a really good experience here. Becky did a great job on my moms taxes. Customer service was excellent. It was truly appreciated.“

“Highly recommend Patti for any accounting, tax needs, and bookkeeping needs as well. Wonderful person who takes fantastic care of her clients!“

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“Best darn accountant in town. Always friendly. Always helpful. Always willing to answer questions.“

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“I've had my taxes done for years at K&W. I wouldn't go anywhere else, ever. I hope they never close.“

“I was referred here by my mom's best friend as I lost my tax guy of 16 years unexpectedly. Wonderful easy process that I experienced here. Kind people and Susan was great and efficient! Thank you again and I will see u next year with my taxes!“

“Great experience. Unfurled my taxes that were done wrong for years! Wonderful group of people working at this office.“

“I have gone through several accountants for handling my taxes over the last 10 years, and it has been a frustrating experience. Those I've worked with that are good at what they do have not been sufficiently careful with the extremely sensitive information that makes up your tax return materials, and most are not tech savvy enough to handle data transfer securely if you insist on it.

Haley's has been a breath of fresh air these last few years. They leverage software that allows for secure exchange of documents and information, as well as secure messaging between you for questions and discussion. After my initial in-person consultation I had with them, most - if not all - of my exchanges have been exclusively through this portal.

Haley's is the accounting office I have been working for; reliably providing accurate returns for a reasonable cost in a secure manner that is as digital as a tax return can be.“