Hired 48 times
22 years in business
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
Chris was very pleasant to work with and got my taxes done in a timely manner, even at the end of the season!Apr 17, 2018Verified
Very willing to meet our needs and schedule. Knowledgeable about taxes for both personal and small businesses.Mar 3, 2017Verified
My first experience with a new CPA. They sent me a tax organizer to help me determine the paperwork I would need and were very prompt in answering my questions and phone call. They will be working with stock investments which I always think makes taxes more difficult but they know this and don't appear to mind this. I think they will do a good job and I look forward to working with them when my tax forms arrive. Ginny B.Jan 20, 2017VerifiedBellwether Tax & Accounting's reply
Hi Chris, I wanted to put this on your comment page so if you can figure it out please you it. Thank you for the excellent job you did on my taxes. I don't consider my taxes easy to do but you did them on time, at a reasonable price and not only did you do the regular tax form but you did one for trusts as well. Tax season is always nerve wracking for me but your calm demeanor and confidence certainly helped me relax. And you were very patient with me when I got lost. I would highly recommend using your services to anyone looking for a good accountant. And most important you're just a nice person. I look forward to using your services again next year. VB
Chris was awesome! He helped explain to process to my husband and I since this was our first time filing jointly. I felt very comfortable leaving him our taxes and even better when we got our taxes back. Thanks, Chris!Apr 11, 2018Verified
Chris was excellent, thorough, helpful and very professional. I will be a repeat customer! Thanks for a job well done.May 2, 2017Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?We keep our fees reasonable and straight forward as much as possible. Our Early Filers and Senior clients receive discounts. We do not like getting surprises when it comes to expenses and we know our clients do not like that either, which is why we will quote a rate prior to completing the work. Also, our fees do not creep up each year.
- What is your typical process for working with a new customer?We love getting to know our clients and finding out what their goals and ambitions are in life. Knowing these things brings helps us to ask questions to uncover concerns and areas to concentrate on for tax planning strategies. Often we uncover simple things our clients can do to improve their financial health and build a path to financial success.
- What education and/or training do you have that relates to your work?All of our tax preparers have a minimum of a four college degree and have a strong experience in working in tax preparation in public accounting or firms. Our tax preparers have various certifications from being a CPA or registered with the IRS as a Registered Paid Tax Preparer. Some preparers have held licenses in Securities Brokerage Services, Health and Insurance Licenses. Bellwether does not provide or sell those Financial products.