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.

Daniel Adams Review from Google

5.0★

Daniel Adams's Review Sourced from Google

Nicole from Avenues Financial shows her efficiency and professionalism in every meeting. We quickly got a quote from her and requested bookkeeping services. We got started the next week. Highly recommended!

customer Review from Google

5.0★

customer's Review Sourced from Google

Avenues Financial provided exceptional service in bookkeeping and business consulting services. From the moment I started working with their team, I was impressed by their professionalism and dedication to understanding my business's unique needs. Their bookkeeping services are meticulous, ensuring every transaction is accurately recorded and organized. This attention to detail provides me with the confidence that my financial records are in excellent hands, allowing me to focus on growing my business. What truly sets Avenues Financial apart is their insightful business consulting. Their team doesn't just crunch numbers; they offer valuable advice and strategic guidance tailored to my specific needs. They are always there with expert insights and solutions. I highly recommend their services to any business seeking top-notch financial expertise.

Dani Enkey Review from Google

5.0★

Dani Enkey's Review Sourced from Google

Nicole with Avenues Financial is the BEST! She is always professional, organized, and trustworthy. With her expertise, we were able to get a higher tax refund than we would have gotten with another company. She is like the hidden gem that not everyone knows about but everyone SHOULD know about for their businesses. She is experienced in all things accounting, forecasting, business strategy, budgeting, controller services, CFO, and CPA services. She is the advisor every business needs on their team! Highly recommended!!

Terri Stapley Review from Google

5.0★

Terri Stapley's Review Sourced from Google

Utah Real Estate Accountants are great for business consultations and tax strategies for real estate investors. Very knowledgeable. I highly recommend them!

Cody Cleverly Review from Google

5.0★

Cody Cleverly's Review Sourced from Google

I submitted an inquiry on the Utah Real Estate Accountants website and received a call back in less than 24 hours. I was looking for a tax partner/strategist to help with my personal, business, and real estate tax planning. Lynn called me back on April 15 (tax deadline), despite it being possibly the busiest day of the year. After I told him what I needed, he explained that they are not taking on new clients, but he referred me to another accountant with the right specialty. For a company with nothing to gain by calling me back, they were extremely prompt and helpful. Thank you, Lynn!

Jeremy Michel Review from Google

1.0★

Jeremy Michel's Review Sourced from Google

Worked with Janet for years. She always filed late and didn’t keep any of her promises to file on time. Didn’t respond to messages and sent us to her intern instead. Literally hung up on me when I asked for K1 fo the companies she was hired to file for. Wow just wow.

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.

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.

Ben Review from Google

5.0★

Ben's Review Sourced from Google

S&P did an excellent job handling my complicated 2019 international tax situation (worked 1/3 of the time in Asia, 1/3 of the time in the US, 1/3 of the time in Mexico). I was very pleased with their professionalism and responsiveness, they actually did a better job than the big 4s I worked with in the past.

Jessica Shaw Review from Google

5.0★

Jessica Shaw's Review Sourced from Google

Working with Dov and his team has been an incredible experience! They’ve guided us through countless situations with expertise and care. Dov’s knowledge seems endless, and his advice has been invaluable for our business. As a small, woman-owned business, it means so much to be treated with respect, patience, and understanding.Dov is not only a true professional but also a dedicated family man, and that personal touch shines through in the way he runs his business. We couldn’t be more grateful for the support and guidance we’ve received. Highly recommend this fantastic team!

Troy Becker Review from Google

5.0★

Troy Becker's Review Sourced from Google

Great pay structure for business accounting and tax service. Personable and helpful with assistance and information and discussion.

Basim Mahmood Review from Google

5.0★

Basim Mahmood's Review Sourced from Google

My family and I have been filing my taxes with ATS for years, and we couldn't be happier. Lisa and Robert especially have kept a close eye on our accounts. They communicate with us regularly to guarantee we're collecting important docs and to remind us of important deadlines. Whenever we have questions, big or small, they're ALWAYS available to answer with clear and accurate information. To put it plainly, they're professionals that I TRUST. They're letterhead reassures me my taxes are done correctly, every time. Thank you--we're customers for life!

Heather Hutchings Review from Google

5.0★

Heather Hutchings's Review Sourced from Google

Highly recommended. As a recent arrival to the US, Lanphier's excellent introductory service helped me understand the US tax system, and Phoebe's ongoing advice and action has helped me navigate my first tax year with no stress. So pleased to have found them.

Phillip Daughton Review from Google

5.0★

Phillip Daughton's Review Sourced from Google

Chris, Brittany, Tami and the entire Lanphier team we've worked with have been fantastic! They're always on top of informing us about what we need to do in terms of tax requirements/ balancing our books and they've taught us so much about bookkeeping since we do most of that in house as a cost-plus construction company. We highly recommend them to anyone looking for a dedicated team to guide you through the complicated world of accounting!

Samantha Miller Review from Google

5.0★

Samantha Miller's Review Sourced from Google

I have been working with Lanphier Accounting for 3 years now for my private practice therapy business and I am VERY pleased. I used to live in Colorado and seeing them in person was lovely but I have moved states (but still maintain my therapy license in Colorado) so now we do everything via video conference and I must say there have been zero issues with the transition. Shout out to my tax manager Chris (we love Chris) for being so knowledgeable and helpful!!!! I use them for my business and for our personal taxes. Chris has helped so much with our growing family and changing incomes throughout the years. Definitely recommended this practice!!!!!

Willie Tsang Review from Google

5.0★

Willie Tsang's Review Sourced from Google

I came to Micah after a few negative accounting experiences from other vendors. Now it's been 2 years and I've found him to be extremely knowledgeable. His gift is breaking down complex accounting and tax concepts into easy to understand snippets. Micah's insights and recommendations have been truly invaluable. If you're looking for a new accountant, don't hesitate.Highly recommended!

Robbie Perko Review from Google

5.0★

Robbie Perko's Review Sourced from Google

Micah has prepared my taxes for me for the past five years. Each and every time his services, as well as those of his staff, have been outstanding and extremely prompt. Micah and his staff are professional, detail-oriented and an absolute pleasure to work with. I will continue to use Micah's services year after year. I highly recommend him to anyone!Roberta Paluck

Amanda Buckner Review from Google

5.0★

Amanda Buckner's Review Sourced from Google

Micah provided amazing service for my husband and I this tax season. He not only was able to help us get the greatest return we could get for this year but was able to find errors in our previous years returns as well. He is quick, friendly, and his services have been invaluable to us. He truly cares for his clients and strives to help them in any way possible. We will be using his services for many years to come!

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!

Jim Sodaitis Review from Google

5.0★

Jim Sodaitis's Review Sourced from Google

Exceptional experience, Quality work as well as Professional caring people at Taxfirm. Would recommend to anyone. Over 20yrs with them.

Jim Review from Google

5.0★

Jim's Review Sourced from Google

Exceptional experience, Quality work as well as Professional caring people at Taxfirm. Would recommend to anyone. Over 20yrs with them.

Chris Woe Review from Google

5.0★

Chris Woe's Review Sourced from Google

Some of the nicest people you will ever meet and did I mention they are the BEST in the business for doing Taxes HANDS DOWN!!!!

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!

Joanne Kim Review from Google

5.0★

Joanne Kim's Review Sourced from Google

David & his team have been great! Saved our butts a good number of times, both personally and for business! His team helped me for personal taxes & 3 of my businesses' tax & bookkeeping. Their solid work freed me up to do what I do best in my business and also to rest easy knowing that we're set on the tax front!

Susan N Review from Google

5.0★

Susan N's Review Sourced from Google

Curran & Associates has been fantastic. We highly recommend them for business accounting. When I have questions on how to classify Quickbook entries they respond right away. They also put in the extra effort to streamline processes and take the time to do a full accounting analysis to help us better understand our business.

Sridhar Gangadharan Review from Google

5.0★

Sridhar Gangadharan's Review Sourced from Google

I have used Curran and Associates CPA’s for my tax returns for over 6 years. A firm comprising honest, ethical, and diligent people, it has been a pleasure working with them. They take customer privacy very seriously and ensure timely filing of returns with periodic reminders on what a client needs to do. These reminders don’t just last through the tax season, but they are constantly in touch with their clients to remind them of their financial obligations like estimated taxes etc throughout the year. I would strongly recommend them to corporations and individuals who want a worry free tax filing and by the book tax accounting and advice. Thank you David, Ashley, and Kacie for all your help.

David Cross Review from Google

5.0★

David Cross's Review Sourced from Google

I've dealt with some very serious tax issues and the people at Delucchi Hawn were able help me resolve them. They smoothly guide me through the process of dealing with my issues and helped me come to an amicable resolution.

Emily Sheldon Review from Google

5.0★

Emily Sheldon's Review Sourced from Google

BT&Co. is made up of a wonderful team of people who know their stuff and are happy to help!

deborah brescia Review from Google

3.0★

deborah brescia's Review Sourced from Google

I have been using RKKM for years for my taxes and have been very happy with them. This year has been different. Though I had my information there on 3/3 and met with Bruce on 3/10, a month later I still have no information on my return or how much I owe. He indicated it was " probably a standard return". A phone call from me a month later revealed that they were e-mailing a question to an incorrect address. When they got no response for 2 weeks, they did not try a phone number. Someone other than Bruce was doing my return and did not have the information given to Bruce on the 10th of March. Seems their recent merger adversely effected their communications. In a week I have to mail in my return. I still do not know if I owe $6, $600 or $6000.

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

Mountaintop Moments Events Review from Google

5.0★

Mountaintop Moments Events's Review Sourced from Google

I am a new business owner that was looking for support to ensure my financial wellness is in order before launching. Austin responded to my inquiry the same day with a generous 30 minute phone call to answer questions and advise on services I currently need. His honest advice pointed me to applicable referrals and indicators for when I would benefit from SLC Bookkeeping's services. I appreciated the lack of sales pitch and felt supported in genuine growth and I cannot wait to reach a point where I need services from Austin and the team!

Nicole Turner Review from Google

5.0★

Nicole Turner's Review Sourced from Google

SLC Bookkeeping is a top notch firm! They are very responsive and went above and beyond to get me the information I requested.

Heather Beck Review from Google

5.0★

Heather Beck's Review Sourced from Google

The team at SLC Bookkeeping has been such a valuable part of my business! I have worked with them for many years, their insight helped me though some of the toughest times of running my business, but helped me through those tough times and into amazing growth that turned into multiple businesses. I recently sold my business and through that process, Chris was so valuable! Including literally saving me 50k during the transition process just because we had such a good grasp on my numbers!I highly recommend SLC Bookkeeping, they helped to shape my business and kept me on track to have a successful exit. Thank you so much for all your hard work and commitment to your clients!

Scott Hammer Review from Google

5.0★

Scott Hammer's Review Sourced from Google

I wish I could give 6 stars! Kevin is exceptional - both personable and incredibly informative, which sets him apart from many accountants we’ve worked with in the past. Our tax situation is somewhat complicated, so having someone who can clearly explain where we stand and put us at ease makes all the difference. Kevin delivers exactly that level of service and expertise.

Kenny Legge Review from Google

5.0★

Kenny Legge's Review Sourced from Google

I couldn't be more thankful for Kevin and his team. We had to move to a CPA a few years ago when we created our Trust, and it was a pulling teeth type scenario each year to complete our taxes. Moving to Kevin this year was the best financial decision we have ever made, and our checking account is far happier. They combed through our last CPA's submissions, found errors, and highlighted how to improve. Thanks to their due diligence and thoughtful approach, we received the most significant refund we have ever had, and still paid less than we did last year for tax preparation. If you use anyone else in the desert, I would rethink that decision and go with Kevin and his team. You won't regret it! A++++

Not So Innocent Review from Google

5.0★

Not So Innocent's Review Sourced from Google

This place has done such a great job at getting everything quickly done for me this year! Super happy! The owner Kevin really cares about u and ur company and is generally happy to help u succeed! GREAT genuine people/team and Ms. Estrada U ROCK! Thanks again!

Rajan Modi Review from Google

5.0★

Rajan Modi's Review Sourced from Google

I am having a great experience working with Datastub US LLC for CPA & Accounting Services. Their team is highly professional, knowledgeable, and responsive. They provide clear guidance on tax planning, accounting, and financial matters, making the entire process smooth and stress-free.What impresses me most is their attention to detail and commitment to accuracy in every aspect of their work. They always take the time to answer my questions and provide valuable insights that help me make informed financial decisions.I highly recommend Data Stub to anyone looking for reliable CPA, tax, bookkeeping, or accounting services. Excellent customer service and outstanding expertise!

Indra Patel Review from Google

5.0★

Indra Patel's Review Sourced from Google

Honestly, I had no idea what was going on with my books for the longest time. I run a convenience store, and it’s go go go every single day. A friend referred me to Datastub, and I’m really glad he did. They cleaned up my bookkeeping, organized my accounting, and got my sales tax filing back on track. It’s full-service accounting at a price that actually makes sense for a small business owner like me. I don’t stress about the numbers anymore - and that’s exactly what I needed

jimmy johns Review from Google

5.0★

jimmy johns's Review Sourced from Google

I had an excellent experience with Datastub US LLC. Their team is highly professional, knowledgeable, and always attentive to detail. They handled everything with accuracy and efficiency, making complex financial matters feel simple and stress-free. Communication was clear and timely throughout the process. I truly appreciate their dedication and reliability. Highly recommended for anyone looking for trustworthy and top-quality accounting services!

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!

Layla Rogers Review from Google

5.0★

Layla Rogers's Review Sourced from Google

We have trusted BGW both personally and professionally for many years and wouldn’t consider any other company with this very important aspect of our lives. Everyone we have encountered is personable, professional and most of all knowledgeable & capable. Thank you BGW for the confidence!

Rick Oppedisano Review from Google

5.0★

Rick Oppedisano's Review Sourced from Google

Having a good experience with BGW after our longtime accountant retired in 2024. Working with Ken L at BGW has been nice, he is responsive, knowledgeable and has a good understanding of how to use his resources within BGW. BGW as a company does some unique things, including regular podcasts about macro concepts and other relevant news that impacts their customer base. They are truly Anything But Typical!

Oscar Chavez Review from Google

5.0★

Oscar Chavez's Review Sourced from Google

Highly Recommend BGW! Working with them has been a pleasure and one of the best decisions made for our firm. When we first started working with BGW, our accounting was in complete disarray, but thanks to their resilient effort, constant support, and great team, they have managed to bring our accounting up to date! Thanks to BGW, our firm can focus on growing and be confident that our finances are in great hands. They have become a crucial partner for our organization, and we look forward to many more years working with them. I cannot emphasize enough how grateful I am for their guidance, support, and expertise. I highly recommend to any business owner looking for a firm they can trust and grow with to choose BGW; they are the best!

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.

Ralph Precopio Jr Review from Google

5.0★

Ralph Precopio Jr's Review Sourced from Google

Mark Carrier, and his team have always gone above and beyond.Their ethics, and professionalism is top notch. I would certainly recommend Ouellette and Associates for your tax needs!

Liza Niles Review from Google

5.0★

Liza Niles's Review Sourced from Google

Dr Oullette and his team (Cyndi, Mandy, Samantha, lab guys) have changed my life for the better. I used to be scared of the dentist, and while procedures may be daunting, at this office I feel completely secure, cared for, and calm. Their customer service and work ethic is impeccable, and I would never dream of a dentist office with such a nice vibe! If you are like I was, avoiding the dentist, this is your place. I urge you to take the first step and schedule an introductory conversation/review with Dr Oullette -it's a game changer.

Mike Duperret Review from Google

5.0★

Mike Duperret's Review Sourced from Google

Dave Barber is a fantastic CPA: competent, knowledgeable, and caring. He always answers emails and calls in a timely fashion, and he always manages to complete our taxes on time. I highly recommend Dave and his team with no reservations whatsoever.

J Dub Review from Google

3.0★

J Dub's Review Sourced from Google

Seem to know their business. I am sure it is tough keeping up with the changes the IRS kicks out. They are friendly and helpful and very responsive.Probably good for a businesses, but they are definitely priced too high for personal returns.

Brian Clymer Review from Google

5.0★

Brian Clymer's Review Sourced from Google

I've used RCM for my small business for over 20 years. First Mark Cowley and now Terri Gilligan have given me excellent, professional help with the tax questions. I highly recommend this firm.