Erin Jobe Review from Google

5.0★

Erin Jobe's Review Sourced from Google

We are a non-profit that experienced rapid growth and facing an increasingly complex landscape of grant restrictions and financial reporting requirements - we were in need of an experienced consultant to support us in leveling up and streamlining our bookkeeping and finance processes. Dean connected us with Nancy from his team, and Nancy has been absolutely incredible. She not only guided us in untangling our financials but also in updating our processing and implementing best practices. She's an excellent teacher and communicator in addition to being extremely knowledgeable and unafraid of taking on complex issues. We are so relieved to be in a much stronger spot with robust systems for achieving the financial clarity and reporting that we need to make sound decisions and stay compliant with funders, thanks to Dean and Nancy.

Jim Steurnagel Review from Google

5.0★

Jim Steurnagel's Review Sourced from Google

What can I say about Barta Business Group? I work in the live events industry, and to say that the last few years have been temultuous would be an understatement. They took the mess I had made while closing one business, and opening another, and laid it all out straight. I was running on a very basic invoicing software, and they got me up to speed with something professional I can use with any bookkeeper, and my business is running so much more smoothly because of it. Thanks guys. Highly recommend!

Aimee Zygmonski Review from Google

5.0★

Aimee Zygmonski's Review Sourced from Google

We're a small, national, nonprofit member association with a cranky database and lots of internal financial quirks. Barta Business Group stepped in to clean up our books and get us on the right track. Within a few short months, Dean was able to create better systems for financial accountability, wrangle our database into clear and consistent shape so we knew where we stood on income and expenses, provide support to our nascent board treasurer, and most of all, do all of this with a great attitude. We love working with Dean and feel confident that our books are in the best of hands.

Andrea Bill Review from Google

5.0★

Andrea Bill's Review Sourced from Google

Logan Pradon is professional, intelligent, and a wonderful person to work with. He helped us assist a company in filing two Voluntary Disclosure Agreements by which they received forgiveness. I especially appreciated Logan's thoughtfulness, patience, and willingness to research complex tax questions. He even helped the company install a new Avalara software program. This was above and beyond what we would have expected. Thank you, Logan and PMBA!

Alex Tonelli Review from Google

2.0★

Alex Tonelli's Review Sourced from Google

Found a highly misleading advertisement for promising to sell NOLs and R&D credits "up to 95% of the value" when what they were really trying to do was lead gen for doing R&D work (because the former isn't really possible). After I inquired, they spammed a phone number they found rather than communicated back to my email. To their credit, after I expressed my displeasure, they did write a more detailed reply.

Crown-Landscape Contractor Review from Google

5.0★

Crown-Landscape Contractor's Review Sourced from Google

“Excellent CPA firm! Knowledgeable, professional, and always reliable. They handle my taxes and accounting with great attention to detail, ensuring accuracy and maximizing savings. Their expertise and responsiveness make tax season stress-free. Highly recommend for anyone seeking top-notch accounting and tax services. Truly a trusted partner in financial success!”

Lynn Donahue Review from Google

5.0★

Lynn Donahue's Review Sourced from Google

I am extremely thankful and appreciative of Chahal & Associates! I've gone in for a first consultation, in which they took the time to understand my background and future financial goals. Navjeet took the time to thoroughly answer any questions I had while breaking down complex financial concepts in a way that was easy to understand. The entire process of coming in, meeting, and discussing next steps felt simple and straightforward; a process to even look forward to!What really sets Chahal & Associates apart is their dedication to their clients. They’ve taken the time to reassure me on changes in the market and what that entails for the long-run. I’ve also appreciated their transparency and how they explain every step before making any recommendations. It’s clear they have my best interests in mind.Beyond the excellent financial guidance, the entire experience at the office is top-notch. The receptionists are incredibly welcoming and hospitable, having greeted me with a smile and making me feel at ease the moment I walked in. It’s clear that everyone at the office works together to provide an exceptional experience.I feel confident and at ease knowing that Chahal & Associates is guiding me through my financial journey. Highly recommend!

Siva Sivakumar Review from Google

5.0★

Siva Sivakumar's Review Sourced from Google

Me and my wife had our introductory meeting with Navjeet at Chahal & Associates to plan our personal income tax as a newcomer to USA. NavJeet’s knowledge and sharpness of the income tax system has been exceptional. He has given us valuable information and suggestions to plan and prepare. He has been very responsive and willing to help us through our transition process and answer our questions and concerns as we progress. We have decided to engage NavJeet at Chahal & Associates for all our income tax and accounting service in the US.