Nick Caione Review from Google

5.0★

Nick Caione's Review Sourced from Google

I am pleased to provide my wholehearted recommendation for One Accounting, whose services have been invaluable to our non-profit organization. One Accounting has consistently demonstrated professionalism, reliability, and a keen attention to detail in all aspects of bookkeeping.Their team effectively handles all our financial records, ensuring that every transaction is accurately recorded and that our financial reports are prepared with precision. They have also been proactive in offering insightful recommendations to improve our financial practices and maintain compliance with various regulations that govern non-profit organizations.The level of transparency and communication provided by One Accounting has been outstanding. Their timely updates and ability to explain complex financial matters in clear, understandable terms have greatly enhanced our internal processes. They truly understand the unique needs of non-profit organizations, and their expertise has been crucial in helping us maintain financial stability and make informed decisions.Overall, One Accounting’s services have been an essential part of our financial operations, and I am confident that their support will continue to play a key role in our future success. I highly recommend them to any organization looking for top-notch bookkeeping services.

Michelle Urbano Review from Google

5.0★

Michelle Urbano's Review Sourced from Google

One Accounting has been amazing for our non-profit. We onboarded them, finished year end, and prepped for our audit all within a 3 month span! They are organized, super responsive, affordable, and friendly and easy to work with. Highly recommend!

Jacob Gettins Review from Google

5.0★

Jacob Gettins's Review Sourced from Google

I have been working with One Accounting for several years and have nothing but amazing things to say. They have handled all my accounting, payroll, and taxes, and I have zero complaints.They are prompt in answering my questions, informative when I have inquiries, and understanding when I make mistakes. I’ve recommended them to several friends and won’t hesitate to continue doing so.

Dee Young Review from Google

1.0★

Dee Young's Review Sourced from Google

I was not pleased with their services and being asked to pay for services upfront was concerning. I asked questions that were never addressed in a timely manner. I was billed for service that I never received an invoice for, or an explanation of work performed. The services I received was very impersonal. I never felt like a client or a valued customer.

Ira Soleman Review from Google

5.0★

Ira Soleman's Review Sourced from Google

I used to use T&G few years back and changed when they closed their manassas office. They did a great job for me and my businesses and I am seriously considering leaving CST in favor of T&G.

John-Paul Gilson Review from Google

1.0★

John-Paul Gilson's Review Sourced from Google

Be aware. They ask for large retainers and deposits before doing any work. Then the send “past due notices” without sending bills or invoices. They never explain or show the “work” done or “time spent”. Be careful when dealing these folks.

Paige Burgess Review from Google

1.0★

Paige Burgess's Review Sourced from Google

Good luck getting anyone to call or email you back. I’ve been working with Randy Howard who hasn’t returned my emails for two months. Called another person who worked there, said she would help me and I never heard back from her either.

Amy Novak Review from Google

5.0★

Amy Novak's Review Sourced from Google

We came to CKH as new business owners, starting from scratch. As we have grown, so has CKH, and they’ve taken excellent care of us along the way. Frank and his team have always been extremely knowledgeable, helpful, and easy to work with. I can’t say enough about how great CKH Group has been for our company and we look forward to many more years with them.

Melissa Barker Review from Google

5.0★

Melissa Barker's Review Sourced from Google

We at the Cochran-Bleckley Chamber of Commerce have had an amazing experience working with the CKH Group located in Hawkinsville, Georgia. Kyle and Lyndsay work with us one on one in setting our Quickbooks up where it is fully accurate and efficient and have assisted us in working through financial questions and concerns. I cannot recommend them enough. From quick email responses, actually answering and returning phone calls to being physically present in the office to meet and touch base with us, their service, performance and expertise are unmatched!Mel

Hawkinsville Chamber Review from Google

5.0★

Hawkinsville Chamber's Review Sourced from Google

We recently worked with Kyle Heyl from CKH Group to transition our accounting system from QuickBooks Desktop to QuickBooks Online, and I couldn't be more impressed with the experience. From the very beginning, Kyle was professional, knowledgeable, and incredibly responsive. He took the time to understand our specific needs and walked us through each step of the migration process with clarity and patience.What could have been a stressful and complex transition was made seamless thanks to Kyle’s expertise. He not only ensured all of our data was accurately transferred, but also helped us optimize our setup in QuickBooks Online for improved workflow and reporting. His proactive communication and attention to detail gave us peace of mind throughout the entire process.Kyle went above and beyond in making sure our team felt comfortable with the new system, providing training and ongoing support even after the migration was complete. Thanks to him and the CKH Group, we are now fully up and running with QuickBooks Online and already seeing the benefits of a more streamlined and accessible accounting system.I highly recommend Kyle Heyl and the CKH Group for anyone considering a QuickBooks transition or looking for reliable accounting support!Lynn JohnsonHawkinsville-Pulaski County Chamber of Commerce

Carlton Riley Smith Review from Google

5.0★

Carlton Riley Smith's Review Sourced from Google

I had some pretty bad experiences with other CPA’s before settling on BMSSThey are not the cheapest option, but you get what you pay for.

Theodore Mall Review from Google

4.0★

Theodore Mall's Review Sourced from Google

One of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.9 billion and operates more than 50 offices.

Lina Smith Review from Google

4.0★

Lina Smith's Review Sourced from Google

Thank you for all your help over the years. Best bookkeeping service providers. You guys take away all the stress of the monthly upkeep of the books. Kudos to the whiz consulting teams.

Dale Boatman Review from Google

5.0★

Dale Boatman's Review Sourced from Google

Boatman Accounting has help me with my knife business and has done an outstanding job. My taxes are now in order and I am very pleased.

Patrick Henderson Review from Google

5.0★

Patrick Henderson's Review Sourced from Google

My experience has always been excellent with Brown Edwards, especially with Pat Murtaugh. Pat always greets me with a "no problem" vibe and I actually look forward to seeing him, although many people do not look forward to paying taxes and speaking with their CPA! Pat eases any concerns and answers every question each time we meet. He also looks ahead and helps with tax strategy.

Caroline Review from Google

2.0★

Caroline's Review Sourced from Google

I wanted to reach out and personally thank Brown Edwards! Specifically Bradley. I recently lost my mother, father and brother and inherited some money and investments. Me, being a scared 20 something year old grieving the loss of my family, reached out to my financial advisor who told me brown edwards could help me. He notified me in advanced of the expensive cost of their services but I was more than willing to pay the price to have peace of mind and the help of experts. I called brown edwards and was transferred to Bradley P. We discussed the cost and I notified him I was more than willing to pay that price. Bradley laughed and kindly notified me that they typically only handle the “top of the top in Roanoke”and said i could be better served by a company that rhymes with “hr clock”. So, I contacted that company and guess what? The man I spoke with actually used to work for Brown Edwards! He left his position there to travel the world and Spend time with his family, And he was able to help me and my silly step up in basis concerns, at only a fraction of the cost! So I personally would love to thank Bradley for laughing in the face of a scared young woman who lost each and every one of her immediate family members, for making me cry when I was at my lowest, and recommending a different company. I will also add the receptionist was 10/10 she was very sweet and apologized on his behalf

John Davis Review from Google

5.0★

John Davis's Review Sourced from Google

I have been with Harry Schwarz and his team since I started practice over 30 ago. The entire group treats you more like family than just a client. Their help is invaluable

Jenny D Review from Google

5.0★

Jenny D's Review Sourced from Google

Wells Coleman & Co is the absolute best, and here's why:The first time I walked into the Wells Coleman & Co offices, it was 2009 and my mother had just passed away. My broker had recommended them to me and that was the best thing to ever happen to me. Being such an emotional time in my life, they were quick to explain everything very thoroughly to me no matter how many times I needed to be reminded of the steps I needed to take. They were the perfect teachers, the perfect caring company, honest in every way, and had the patience of Job with me. Now it's 6 years later, and I still wouldn't trade them for the world. They are the epitome of perfection in all aspects of accounting and in the personal touch with all of their clients. I highly recommend them not only to my friends but to you, the readers of this review. They deserve an A+++++.

Melanie Mueller Review from Google

5.0★

Melanie Mueller's Review Sourced from Google

Love George Forsythe! He is honest, kind and makes what some consider a daunting task (accounting/taxes), simple and easy to get. I'm a small business owner and would absolutely recommend him to anyone! A true professional, thank you George!

Michael Zuber Review from Google

5.0★

Michael Zuber's Review Sourced from Google

Blackman & Sloop are one of the most professional, friendly and knowledgeable accounting firms in Chapel Hill. I highly recommend them. I have worked with multiple members of their team over the years and always feel comfortable calling them with complex tax questions and IRS issues. They always respond quickly and provide excellent service.

Sally Fenley Review from Google

5.0★

Sally Fenley's Review Sourced from Google

This is our second year with Ben Johnson at B&S, and I couldn't think more of him -- knowledgeable, dependable, easy to communicate with, a super guy.

Twinette Rice Review from Google

5.0★

Twinette Rice's Review Sourced from Google

Our medical practice has worked with Blackman & Sloop for many years. We have always been assigned to an accountant who works directly with our company. Most recently, Rachel. Rachel is fantastic. She helps prepare our taxes, as well as provides assistance with our QuickBooks needs. Neely has worked with our company for many years. Neely is committed to excellent client service and building a lasting relationship. Neely and Rachel provide insights into financial statements and reports to oversee the internal accounting processes for our growing business. Blackman & Sloop has always been quick to respond our needs in the most helpful way.Twinette RicePractice ManagerGreg Ruff, MD

Caren Clarke Review from Google

1.0★

Caren Clarke's Review Sourced from Google

I was extremely disappointed with my experience at Boyle, Deveny & Meyer. When I first met with their CPA, I was told my tax preparation fee would be about $100 more than what I paid my previous accountant. That seemed reasonable given that they are a larger firm.What I did not expect was a bill that was $725 higher than that estimate. I was never given a written quote or a fee schedule. This lack of transparency feels misleading at best and deceptive at worst.I sent a formal letter to Boyle, Deveny & Meyer expressing my concerns about their billing practices and received no response whatsoever. That kind of disregard for clients is unacceptable.In the end, I paid what I was quoted—last year’s fee plus $100—and they cashed the check without issue. I would strongly caution others to get everything in writing and be very careful when dealing with this firm.

Adam Plon Review from Google

1.0★

Adam Plon's Review Sourced from Google

I first contacted BDM on 1/17/2025 about doing my taxes. Two weeks later on 1/30/2025 I had a short conversation with an employee who asked me basic onboard info and he said that an accountant would reach out in 3 weeks to start my taxes. Today, on 2/18/2025 I received an email from the firm saying that they aren't taking on new clients and wishing me luck. This puts me in a difficult situation finding a new accountant this late into the season. It is also highly unprofessional to string me along for a full month just to tell me they aren' taking on new clients. So to recap:1. 1/17/2025 I contact BDM.2. 1/30/2025 BDM calls me to ask me basic onboard questions. I'm told that an accountant will reach out in 3 weeks to do my taxes.3. 2/18/2025 I receive an email saying they're not taking on new clients, even though they told me last month they would.Find an accountant who respects your time, because this firm certainly does not.

Nickel's Gaming Parlour Review from Google

5.0★

Nickel's Gaming Parlour's Review Sourced from Google

Russ Davis is the absolute best! He has been such a great asset with helping me through the years with my business and personal accounts. I have and will continue to recommend him to anyone that needs the best CPA. Thank you for all your hard work!

David wilson Review from Google

5.0★

David wilson's Review Sourced from Google

Fantastic. Can’t think of another firm I would recommend over this one, and certainly wouldn’t use another after experiencing this kind of service. Overall I’ve had a wonderful experience and am looking forward taking my business here for years to come. 5/5 well earned.

Jake McCollum Review from Google

5.0★

Jake McCollum's Review Sourced from Google

Dealing with the staff was more than pleasant and I was satisfied with the outcome of their work. The price was very reasonable and fair. Overall happy and would definitely recommend RFH to anyone in need of experts. 5/5 is well deserved.

Zachary Lakes Review from Google

5.0★

Zachary Lakes's Review Sourced from Google

Just an all around great group of people to work with! They’re extremely knowledgeable and very welcoming the moment you walk in.

Sunny Dronawat Review from Google

5.0★

Sunny Dronawat's Review Sourced from Google

They do accounting for our POS ON CLOUD company, they are very good at what they do.

Deborah Hodges Review from Google

5.0★

Deborah Hodges's Review Sourced from Google

Ron Ferro with Welenken CPAs is a very bright knowledgeable individual to work with. I can trust his advice and it is a pleasure to work with someone in the accounting industry with his sense of humor!

James Reynolds Review from Google

5.0★

James Reynolds's Review Sourced from Google

Ron and Andrew are a class act! I cannot say enough about how they have treated me over the past 5 years. With tax codes changing so much, you need professionals like this in your corner. If you are in need of a great CPA, look no further! Thank you!

Mitchell Kells Review from Google

5.0★

Mitchell Kells's Review Sourced from Google

I've been at KraftCPAs for two years, and it's the best company I've ever worked for. They truly care about your professional and personal development. I'd highly recommend jumpstarting your career here!

Ansley Ferrell Review from Google

5.0★

Ansley Ferrell's Review Sourced from Google

Kraft is an incredible place to work! The people at Kraft are really great and care for each other. Community is highly encouraged with how the firm hosts many events and creates other avenues for team members to get to know each other. Overall, Kraft is the best place to learn, grow, and enjoy your time doing it.

Morgan Hayes Review from Google

5.0★

Morgan Hayes's Review Sourced from Google

Kraft has created a great work environment and community. They value their employees and plan multiple events and opportunities for co-workers to gather outside of work. Kraft has diligent leadership and a strong tone at the top that positively impacts the culture. The audit department serves multiple industries creating great career opportunities.

Molly Welch Marahar Review from Google

5.0★

Molly Welch Marahar's Review Sourced from Google

While unable to help, they spent an hour in the phone with us free of charge and we came away with valuable information. Appreciate their honest dealings

jedadiah roll Review from Google

1.0★

jedadiah roll's Review Sourced from Google

The level of incompetence these guys are allowed to operate at is appalling. These people will drop the ball in your taxes and try to charge you for fixing their mistake. I’ve never dealt with a worse company.

Trent Tolton Review from Google

1.0★

Trent Tolton's Review Sourced from Google

My bookkeeper unfortunately referred me to Anastasi, Moore & Martin, PLLC. These guys did my taxes for 3 legal entities and It has been a terrible experience for me all the way through. I have had 3 other separate accountants inform me Anastasi, Moore & Martin, PLLC have filed my taxes for 3 of my company’s incorrectly. It will cost me thousands of dollars in IRS fees to amend the mistakes these guys made.1.) Justin and Ryan do not inform you of how they are classifying your company with the IRS. In addition they DO NOT look at the secretary of state website to verify the type of legal entity you have established with the state for example they do not check who the members or managers are on the LLC or corporation, they do not check how your company is structured for example if you are a registered s-corp or c-corp, they just guess on it and try to file your taxes as fast as possible.2.) They filed my corporation as a sole proprietorship when I told them it was a corporation and it obviously is a corporation if they took 2 seconds to look on the secretary of state website and the word Inc.-Incorporated is literally at the end of my company name. Then Justin lies to me over email and states: I told them to file my corporation as a sole proprietorship-which does NOT make sense because even if I did tell them to file my c-corp as a sole proprietorship that would not be legal or ethical to file a corporation as a sole proprietorship3.) Justin and Ryan are both extremely unresponsive and when they do respond it’s with an attitude, they do not provide good customer service at all. Their secretary-Clara then sends my social security number over unsecured email to clarify if it is correct.

Erin Hall Review from Google

5.0★

Erin Hall's Review Sourced from Google

Stingley CPA does an excellent job of getting their clients the maximum tax benefits. Great service, friendly, and trustworthy!

A Schier Review from Google

4.0★

A Schier's Review Sourced from Google

I have been a client of the firm for 33 years and I have been treated with respect, professionalism and courtesy.

Michael Welsh Review from Google

5.0★

Michael Welsh's Review Sourced from Google

The entire staff has been professional, helpful, responsive and accurate in their advice for business and personal tax and accounting issues for the nearly 20 years they have been providing us services.

Adam Unrein Review from Google

1.0★

Adam Unrein's Review Sourced from Google

Engages with my bank about a routine examination of my account. Does not notify me of any issues just wanted to examine my account. I work for myself and am a hardworking taxpayer. I feel my private rights were infringed.

Theodore Ellis Review from Google

5.0★

Theodore Ellis's Review Sourced from Google

I am a CEO of a tech start-up that uses PlotPath to help with our accounting functions. PlotPath has raised the bar for a business service provider. I feel like they are an extension of our team, and have provided incredible leverage on my time. They offer incredible service, attention to detail, and great responsiveness.

Cath Mc Review from Google

5.0★

Cath Mc's Review Sourced from Google

PlotPath is a wonderful addition to our business! They do an excellent job of handling our bookkeeping needs in an accurate and efficient manner. They have great attention to detail. Stephanie is so knowledgeable and is always ready to help when I have a question or need some assistance. I know we are in good hands with PlotPath.

Jerry Hayley Review from Google

5.0★

Jerry Hayley's Review Sourced from Google

I have been using Plot Path since I opened my business, over four years ago. Eric and his team have been amazing. They are always available when I have a question. I can count on them to produce accurate, timely and professional quarterly and year end reports.

joseph eslait Review from Google

5.0★

joseph eslait's Review Sourced from Google

I had a meeting with Greg Epsom to help an international client who wants to purchase real estate here in Rochester. Greg was very professional, knowledgeable and flexible to meet with us and an attorney. This was my first experience with Smith Schafer & Associates and I look forward to doing business with them in the future.

David Neil Review from Google

1.0★

David Neil's Review Sourced from Google

We were very disappointed with our experience when we had our taxes done here last year. The cost was outrageous and the service was poor.They are aware that some Mayo employees get reimbursed $600 for the cost of tax preparation and charge these people $750. If you qualify for this reimbursement, I recommend negotiating the price before they are aware of this. We found out after the fact that this benefit is taxed, so the out-of-pocket cost is much larger than the $150 we had expected. There is nothing complicated about our taxes to justify this cost (W-2, student loan tax forms, mortgage interest, etc.).Despite the outrageous cost, we decided to go with them last year because we thought we would get a higher level of service and advice on how we can minimize our tax liability in the future. The service was, unfortunately, very poor. They provided no advice for future tax seasons and didn't respond to our emails when we had questions about how to pay the taxes that we owed. We resorted to calling a friend who works in taxes.Terrible service at 5 times the price. Do not recommend.

Robert Church Review from Google

5.0★

Robert Church's Review Sourced from Google

Jill's presentation was thorough and very helpful. She made confusing tax rules understandable. I was most impressed.Bob Church

Tatyana Petrenko Review from Google

5.0★

Tatyana Petrenko's Review Sourced from Google

Manmeet was great to work with - he offered a free consultation upfront and was very responsive once we got started. He answered my questions quickly and made the whole process smooth and stress-free.

Andrew Loyd Review from Google

5.0★

Andrew Loyd's Review Sourced from Google

I needed someone more well-versed for a Sub-S LLC and Personal Taxes after using H&R Block for years. Waited last minute and was able to find Manmeet. He took care of me even though it was last-minute. We got everything filed on time and his communication was excellent throughout. He even found a mistake on my prior year's return that saved us a few thousand!Manmeet is excellent and I highly recommend him for anyone needing help with personal/business taxes!

Maayan Nadell Review from Google

5.0★

Maayan Nadell's Review Sourced from Google

I had a great experience working with Manmeet. He handled our taxes professionally and managed several complex aspects smoothly. His guidance helped me make better decisions for the business and think ahead as the company grows.He also connected me with a few helpful resources that will support the business as it scales, which I really appreciated.Everything was handled accurately and efficiently! Manmeet answered all of our questions and the entire process felt organized and reliable. I highly recommend working with him!

De TheBrat Review from Google

5.0★

De TheBrat's Review Sourced from Google

We were introduced to KDG back in October 2024. They were recommended by a sister company of ours. Our goal was to transition from multiple programs to one program to help streamline and automate as many processes as possible. In order to accomplish this, we needed a company like KDG to help with the customization of the program to accommodate the different needs of the different roles within our organization. They've spent so much time with us, starting with each employee to understand what they need - They've truly been a partner. I would recommend KDG to ANYONE wanting to transition into a simplified system where efficiency and transparency is key.

Equinox Benefits Consulting Review from Google

5.0★

Equinox Benefits Consulting's Review Sourced from Google

The entire KDG team is truly exceptional. From start to finish, they made what could have been an overwhelming website upgrade experience seamless. Their guidance, responsiveness, and professionalism truly set them apart. We’ve relied on KDG for all of our website needs, and they consistently deliver. Their communication is clear, prompt, and thoughtful, and it’s clear they’re genuinely invested in our success. Everyone we’ve worked with has been not only highly professional, but also a real pleasure to collaborate with.

Julia Szprengiel Review from Google

5.0★

Julia Szprengiel's Review Sourced from Google

We had a great experience using KDG for our needs to build out a custom projects dashboard. The folks at KDG were all very responsive, attentive, knowledgeable, and a pleasure to work with. I would strongly recommend working with this Zoho partner!

Cindy Lee Review from Google

5.0★

Cindy Lee's Review Sourced from Google

Great company. Friendly, professional, knowledgeable and helpful. They performed a financial audit for our non profit organization.

Jan Bowlin Review from Google

5.0★

Jan Bowlin's Review Sourced from Google

Our experience with Altruic Advisors has been excellent! We have had contracts with them for several years, and have always been pleased with the guidance and advice provided. We are a very small non-profit with small staff, so having this expertise to keep us on track is value beyond measure. Thank you to all the staff at Altruic Advisors!

Valerie Bonner Review from Google

5.0★

Valerie Bonner's Review Sourced from Google

White Glove Service: A clean pair of white gloves portrays the cleanliness of the wearer and the household. They gave rise to the related "white glove test," which involves running one's finger across a surface without besmirching the perfectly white glove.Today, white-glove service provides an exceptional experience. Altruic exceeds clients’ expectations, prioritizes their needs, personalizes their experience, genuinely cares about their happiness and satisfaction, and resolves problems before they arise. I recommend them without reservation.

joanna myers Review from Google

5.0★

joanna myers's Review Sourced from Google

Chelsea is an exceptional CPA who truly goes above and beyond. She handled both my personal taxes and my privately owned business with utmost professionalism and expertise. Chelsea's attention to detail and vast understanding of tax laws ensured that everything was handled efficiently and accurately. She took the time to explain complex matters in a way that was easy to understand, and her proactive approach helped me save both time and money. I highly recommend Chelsea to anyone looking for a dedicated CPA who delivers outstanding service and customer service!

Griffin Frost Review from Google

5.0★

Griffin Frost's Review Sourced from Google

I came to this firm because my husband recently got into some legal trouble, being accused of stealing 1.6 million dollars from the state government. These allegations were obviously false but we still needed legal council, we came to HHM hearing that they were the best firm in Albuquerque and we were not disappointed. Our lawyer Kim Wexler was able to get us a plea deal for only 6 months as long as were returned "our" money.

Andrew Wood Review from Google

5.0★

Andrew Wood's Review Sourced from Google

We've been using HHM for our dealership services for over 7 years. Not only have they provided tremendous value in our tax work but they have been an incredible resource with operations and best practices for our company. Highly recommend their services

InlineAdam Review from Google

1.0★

InlineAdam's Review Sourced from Google

So sphiscated accounting systems I must say. For what? Never saw an irs payable in any return they asked me to prepare although I’m no licensed accountant. No names no whistle just a honest google review. Makes me wonder what an accountant does, cooking books or AICPA reporting them. No mark up in my basis. The roc building is beyond comprehension though, they even do SNL up or down stairs never got to see a show so I don’t know

ModernfoldStyles, Inc. Review from Google

5.0★

ModernfoldStyles, Inc.'s Review Sourced from Google

We are proud to have been able to offer a beautiful Modernfold panel recovery job to give the walls a facelift to complete newly renovated meeting rooms at Deloitte in Rockefeller Plaza. Deloitte has always been such a great and dear client of ours! We look forward to continuing to work together in the future!

Alex Stackhouse Review from Google

1.0★

Alex Stackhouse's Review Sourced from Google

Deloitte completely failed implementation of Army IgnitEd, which led to thousands of service members paying out of pocket for education expenses. The circus that we watched unfold leaves me with zero confidence in the services that this firm provides.

Petros Papatheofanis Review from Google

1.0★

Petros Papatheofanis's Review Sourced from Google

It is June and we still don’t have our 2022 taxes done for the business. Multiple follow ups, most emails have gone ignored by Brian Israel who I believe is a partner there. I was told we would get them by September. Cannot get responses from multiple members of the team. Pretty terrible experience.

Eldar Bogdanov Review from Google

2.0★

Eldar Bogdanov's Review Sourced from Google

ORBA did my taxes last year, charged an absolutely ludicrous amount for a tax return and basic "financial planning", and still somehow got the state tax return wrong (the state sent me an unexpected refund a year later). Their financial planning included advice like "sell the stock that vests in September 2021 to generate income for this purchase in March 2021". They probably charge so much because they've mastered time travel. I had a CPA before them who did a better job for 15% of the cost.

Jordan Berkowitz Review from Google

1.0★

Jordan Berkowitz's Review Sourced from Google

Used many accountants. Don’t use these guys, they’re horrible. They’ll quit on you right in the middle of your job. Use literally anyone else. Mom and pop accounting down the street, big 4, doesn’t matter just use anyone else but ORBA. They’ll give you bad service and an attitude with it along the while, then they’ll call you and quit right in the middle of it!! Cowards

Charles Kime Review from Google

1.0★

Charles Kime's Review Sourced from Google

This firm is parasitic and useless. Terrible service. If they didn’t exist, the world would be a better place. They are rude, incompetent, and exist only to stick their blood funnel in to anything that smells like money. They have no concept of serving their clients; if you are forced by a family court to sign their engagement letter, they only serve themselves. Abject greed and institutionalized theft. They add zero value. It took six months to get them to process a QDRO that was supposed to be made within 30 days. They then used the last four digits of my ex-wife’s SSN on their password protected draft order. Why would I know that? Again, these are not nice people. Do not retain if you can avoid them. They seem to be part of the parasitic ecosystem around family courts and divorce proceedings; they do not add any value at all. Just another leech profiting from other people’s pain. They are a net drag on everything. They should not exist.

NFL “NFLMixes” MIXES Review from Google

5.0★

NFL “NFLMixes” MIXES's Review Sourced from Google

Our family trusts them from taxes to investments. This is a first class firm that guides us college to retirement and a lot of advice in between!

Jacob Hall Review from Google

5.0★

Jacob Hall's Review Sourced from Google

Professional and attentive leadership. I would recommend them to businesses, not for profits, and individuals who have a little more going on than a W-2.

ruth usem Review from Google

5.0★

ruth usem's Review Sourced from Google

I had no idea that I was missing out on tax refunds from previous years that I was entitled to until I talked with Steve Warren at SDK! On a chance meeting with Steve, following disappointing results with a former accountancy firm, I reached out to him. Steve confirmed that I should have received tax refunds from previous years. He "went to work" and proved to be helpful in explaining what needed to be done and with his diligence, research and smart ideas recovered one large refund check and is working on obtaining a second one for me - in short order!I am also working with Steve with both financial and non financial aspects of my estate plan that I am currently putting together. Steve has once again proven to be very knowledgeable, creative and invaluable in my estate planning. I feel fortunate to have "found him"!

Trevor McDonald Review from Google

1.0★

Trevor McDonald's Review Sourced from Google

I worked with nancy lehrman who works with SDK since the merger of SDK and Leherman Flom and Lehrman in handling my mothers estate, my grandmothers estate and my personal taxes. while handling my mothers estate she worked with lehrman flom and lerhman which was absorbed into sdk. The funny thing is I did not know this until long after fact. which is amusing considering the tens of thousands of dollars that I was paying to Nancy to handle closing the estates of both my mother and grandmother, you would have thunk that deserved a phone call or email, but I didn't get one, this is a reacurring theme with my experience with both Nancy and SDK.She mis filed my personal taxes for 2015 for the state of minnesota resulting in a fine that I had to pay, and went awol towards the end of 2016 through out 2017 while handling my grandmothers estate on both the state and federal level. My grandmothers estate could have been closed by the end of 2016/ early 2017. However, since Nancy completely abdicated her professional responsibilities the eventual closure of the estate did not happen until late winter spring 2018 close to two and a half year after my grandmother passed.I personally went through a difficult time. My family was small consisting of my mother, her sister, and my grandmother. within 13 months I lost both my mother and then my grandmother in that order and I was coming to the grips that at the age of 32 I was pretty much completely alone, without any family in my life. the ammount of work that I needed Nancy to do by the end of 2016 would have taken hours at the most. yet she did not complete this work until winter 2018, further delaying the closure during an extremely difficult time of my life.I am saying this because it is not about money, it is about transformation and trying to get over difficult times. yes I paid nancy a lot of money to handle my families business and yes I expect a certain amount of attention because I am spending that money. Thisis a completely reasonable expectation of a service. after receiving only 3 or 4 responses to countless phone calls and emails over a 18 month period of time I really started to get angry.the problem is Nancy doesn't care, SDK doesn't care, they will tell you that they are accountable and responsible until you shine a light on their fallacies. once that happens they will hide in their cave until you go away. I tried to air my grievances with a managing partner at sdk. I left many messages, never received a response. this is a symptom of a culture amongst this organization.If you are looking for dependable and responsible accountants to handle your financial affairs. I recommend you avoid SDK at all costs.since parting ways with nancy and sdk I went to Abdo EICK AND MEYERS LLP. My experience has been great. check them out.

Sandra Smith Review from Google

1.0★

Sandra Smith's Review Sourced from Google

I they do not care about their customers!I have been with them for over 40 years! I was just notified I was no longer wanted as a client.I called and text 3 people I knew there, asking why they were canceling my simple tax account.NO ANSWERES. Then a month later I got an email saying they were down sizing!Is this how you treat a loyal customer of over 40 years that does a simple tax return? I always relied on this company and the people in it. I feel so disrespected. I would never trust them again.

Peter Keast, Sr. Review from Google

5.0★

Peter Keast, Sr.'s Review Sourced from Google

Computer technology has vastly improved many of our lives, even in the non-profit world. The issues are cost, reliability and maintenance. It is too much for a small business owner to become an expert in these areas. I'm not even sure it is possible. Having a partner - a paid vendor, yes, but a still a partner that respects your budget, responds quickly to problems as they arrive, and proactively seeks to protect your network from crashes and malware is invaluable. We feel like we have that partner with Whittlesey Technologies. Every year we meet to discuss vendor agreements and performance. Whittlesey Technologies has never been considered for replacement. They are our partner.

P Cado Review from Google

5.0★

P Cado's Review Sourced from Google

We have been using Whittlesey Technology as our service provider since the mid 2000’s. They have managed multiple server & software implementations over the years with ease while giving us the communication and proactive guidance we need. They have also provided very responsive day to day support. We look at Whittlesey as a trusted partner and part of our team.