Mary Carmichael Review from Google

5.0 ★

Mary Carmichael's Review Sourced from Google

Stephanie is amazing! She's made dealing with taxes and business accounting so much easier for us. She's patient, super knowledgeable, and always flexible with our needs. Thank you for everything, Stephanie!

Jacob Bowman Review from Google

5.0 ★

Jacob Bowman's Review Sourced from Google

I found an amazing CPA! Stephanie is seriously the best - easily 5 stars! She's super quick to respond whenever I message her with questions. What I love most is how she breaks down complicated tax stuff in ways that actually make sense. When we needed to restructure our company, she walked us through everything step by step. No jargon, just clear advice. She also saved us from a total nightmare with the Florida Department of Revenue. We were completely stuck until she stepped in and sorted it all out! Honestly, Stephanie goes way beyond what you'd expect from a regular accountant. She's always looking out for us and suggesting smart moves we wouldn't have thought of. If you need a CPA who's knowledgeable but also actually cares about your business, Stephanie's your person. Can't recommend her enough!

Nicole Review from Google

5.0 ★

Nicole's Review Sourced from Google

Stephanie has done my taxes for the past 2 years (personal return). She is easy to work with and the process is always smooth. Stephanie is accommodating as well and has a positive attitude. She is also very knowledgeable and has a masters degree in taxation, if I’m not mistaken. I trust her judgment completely. Good experience! Update June 2023: Steph has done my biz, personal, and trust taxes for years now. I don’t trust anyone else. She is phenomenal with her customer service, fair pricing, and attention to detail. Also she responds to you and communicates. Note that I’m very particular about who I work with and Stephanie exceeds my expectations every time. I did stray one year and went to someone else who did not do a good job and charged me double the price. That I regret and back with Taxes Tampa now!

Tyler Pugliese Review from Google

5.0 ★

Tyler Pugliese's Review Sourced from Google

I've been trusting Seth and his team for the past 3 years and I couldn't be more pleased with their work. I always feel heard and taken care of and know my data is being handled professionally and promptly.

Julian Penna Review from Google

1.0 ★

Julian Penna's Review Sourced from Google

Bad service, slow, expensive, not responsive. Posterior accounting firm found mistakes in research we payed hundreds for. Weeks without getting a response.

Justin Rhinesmith Review from Google

1.0 ★

Justin Rhinesmith's Review Sourced from Google

I don't know if communication was lost or never sent, but multiple requirements of us were never received - including the cutoff date for submitting our information - which caused us to miss filing on time and requiring an extension. When asked, we were told that information was provided, but I could not (and still can not) find that information anywhere. We didn't realize we were after the cutoff date until we reached out to ask about the status. After learning that we needed an extension, multiple dates were given for when our taxes would be filed. When dates were missed, we again had to reach out for clarification and a new timeline.

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.

Marya Samuelson Review from Google

1.0 ★

Marya Samuelson's Review Sourced from Google

CSI Accounting may try to spin this by saying they offered me a new accountant or that taking onboarding fees from my account—after our relationship was terminated—was warranted. It was not. The truth: I received no tax advice, no business guidance, and no real onboarding. The only thing they provided was payroll, which I paid for separately. My assigned tax person came to our meeting without reviewing my file, admitted to being new to the systems, and openly struggled to use them. Charging me for this is indefensible. Withholding services, then helping themselves to my business account after termination, destroyed any trust. Whatever they claim, the fact is simple: I paid for services I never received. I hired CSI Accounting to support my business with the expectation of receiving high-quality service based on their confident promises. Unfortunately, the experience was deeply disappointing. Despite the strong sales pitch, they failed to deliver on key aspects of their service. When I raised concerns and requested a fair negotiation regarding payment for services that were never rendered, they abruptly ended our relationship “effective immediately.” I then began formally disputing those charges through my American Express account. Rather than respond to the dispute in good faith or allow the process to play out, CSI took an entirely inappropriate step: they bypassed the dispute process and directly accessed my business checking account—without my consent—to withdraw the same funds. This withdrawal occurred more than a week after our business relationship had already been terminated and without any form of authorization from me. I did not give permission for this transaction, and their actions represent a serious breach of both trust and professional ethics.

Derek Zschokke Review from Google

5.0 ★

Derek Zschokke's Review Sourced from Google

CSI has done a great job handling our payroll services. Everything is always done on time. Online tools are smooth and intuitive, and our rep, Emma, does a great job helping us stay compliant with new laws and regulations. She saved my butt this week when I entered my payroll but forgot to submit it. Thanks Emma!

Calli Brown Review from Google

5.0 ★

Calli Brown's Review Sourced from Google

I have used CSI for all of my payroll, bookkeeping and accounting needs for over one year now. I also use them for my taxes, both personal and business. I really appreciate the fact that it is all in one company. They all work as a team and support each other in their roles. Burt, my accountant, has been instrumental in my growing business, taking the time to really hear my concerns and answer all of my questions. He provides me with insightful ways to save money and build up my business. Alex, our payroll specialist, is spectacular. Alex manages a very very complex payroll (everchanging) with such grace and support. Bert, our payroll specialist supervisor is awesome, and jumps in when needed. My books are always concise, thank you, Erin, and questions needing answers are relayed to me in a way that works for my busy schedule. I would recommend CSI to any business looking for that type of personable and knowledgeable support for your growing business. Thank you, CSI. Here is to another year of growth!