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Overall I am very satisfied with Brian's help on my tax return. He was very approachable and happy to answer questions to me, as the system was very new to me. His initial questionnaire opened up some opportunities to claim tax back, for example for my move which I would not have thought of. I ended up with a nice return expected and confidence to have all steps covered, which is important for me as the US system can be scary. Only con I have to mention, but don't want to deduct a star for, is that my surname was misspelt and some addresses were incorrect in the first draft so I just recommend to review it before e-filing. Thanks Brian and maybe speak next year?
Kathleen was willing to take our returns within a few days before the tax deadline. The 2015 refund she got for us exceeded the amounts I got from using Turbo Tax by 90%. She also helped us retrieve additional refunds due us from previous overpayments to both the feds and state of California.
First year, and I am extremely happy! Jeff did my tax return this year and that guy really knows his stuff, very professional. Can't wait for 2015 tax season!
Quick response, knowledgeable about international tax issues, open about charges.
The past few years I have doing my taxes with Turbo tax, but this year I decided to get professional help. I'm glad that I did. Rahim is very courteous, professional, thorough and reasonably priced. He also showed me how the new tax law will affect my wife and I in 2018 and how we can prepare for the changes. I would definitely recommend Rahim for tax preparation services.
My family needed our taxes completed for the past two years and TMB and Associates were awesome completing this task! I live in Cincinnati and although they are thousands of miles away, the communication about the status of my taxes was great! Very professional, timely and right on budget! Great work done on my taxes that other Tax professionals were not able to compete. I recommend their service to everyone and I will be using their service again!
He is professional CPA and expert in tax
Michael, does not come off intimidating and self-important as some Financial Planners and Tax Specialists can. He is very down to earth and explains the "why" in his recommendations. I chose him from an office of 10 Financial Planners, because of his easy communication style, his fast responses to my emails, keeping you informed to the changing market place and really for his overall personality. I like to work with people, I would also enjoy socializing with and Michael is that kind of person. What would make Michael better? I can't think of anything right now.
I've used Pointe Tax Advisory for the last few years and have always been impressed by the professionalism and attention to detail. Noella is very knowledgeable and has a wealth of experience in the federal and private sectors that makes her advice indispensable.
They are great with advanced, tax planning and filing as well. Any issues I've ever had have been related to the tax software (very minor) but Raymond has always been quick to help me that.
George provides outstanding, quality tax services from start to finish. As a new business owner, George helped me file my business and personal taxes with ease. He is highly attentive, very responsive, professional and knowledgeable about the business. He works with you to accommodate your needs and makes himself available for any questions or concerns. It is clear that he really enjoys what he does and appreciates his clients. I highly recommend him and his staff!
Patty is very friendly and very professional. I highly recommend her for all of your tax needs.
Great working with Mark. The whole tax experience was painless
Karen Hess did my taxes which included self employment income, investments, Social security, and W2 in a thorough, professional manor. And though the work would have been more expensive with her firm, she did it for the price quoted on Thumbtack.
I was very impressed with Donels professionalism and his knowledge of business tax laws. I learned so much regarding exemptons and what I can and cannot claim in regards to my business. I felt Donel truly had our best interest at heart. Our tax preparer from previous years didn't come close to providing us with valuable information. We had no knowledge of, not to mention a larger tax return. Thanks so much for all your help and guidance. We look forward to seeing you next year!!!
George took over both my bookkeeping and tax preparation. We had a lot of catching up to do and George was focused, knowledgeable, thorough, efficient, and timely. I could not have reconciled all those years without him! I highly recommend George for anyone's personal or business bookkeeping/tax prep needs.
Allen and his team were very responsive and professional. Before year end, I needed help with Quickbooks clean-up and tax planning. Through his advice, I not only found ways to substantially lower what I would have owed for the year, I now no longer have to worry about how things will turn out in April because he already let me know what my return will be. I would recommend Allen and anyone at his firm to business owners that are looking for the comfort that they are receiving the highest level service and the best advice.
Troy is great to work with and easy to talk to. He knows his tax info, and if you have any questions, he's always happy to answer them. He's done my taxes two years in a row and I wish I'd known him prior to those two years, he's helped make tax time so much less stressful! I highly recommend him!
He responds to your tax issues as if he was doing his own.
I've worked with this company for a long time. They're very attentive and they've always been great about working with me when odd problems do come up. They help me come up with great accounting solutions. I would recommend that anyone work with them.
Very professional, thorough, patient and trustworthy — Excellent knowledge of tax laws