EX-SENIOR IRS AGENT Blue Bear Tax Solution

Denver, CO

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About this pro

How does your service stand out?

Please visit our website to see the most current discount we offer on our services. I do quality work for a reasonable price. As an Senior IRS Agent I have seen almost every type of tax issue. While an agent I did outstanding work mostly because of the connections I made with colleagues in the many different departments when the IRS. After resigning I have maintained those relationships and it allows me to prove my clients with top notch service and attention.

What do you enjoy about the work you do?

I genuinely enjoy helping other people with their problems. The more challenging the better.

Location

Denver, CO 80216

Background check

Complete

Years in business

3

Number of employees

7

Times hired on Thumbtack

165

Reviews

110 Reviews
  • Thumbtack Customer Jul 18, 2017
    Good
  • Francisco A. Jul 15, 2017
    Individual Tax Preparation
    Verified Review
  • Hunter R. Jul 9, 2017
    Individual Tax Preparation
    Verified Review
    Awesome experience! I will use Blue bear every year!
  • Simon S. Jun 18, 2017
    My experience with Blue Bear was great, the tax preparation was done quickly and efficiently and I feel I paid the least amount of taxes possible.
  • Simon S. Jun 14, 2017
    Clinton was very helpful in filing my taxes, he was punctual, professional and made sure I had to pay the smallest amount possible.
  • Ciera C. May 23, 2017
    The were fast and efficient with getting my return done. Plus, they are awesome with staying in contact with me.
  • Dana C. Apr 27, 2017
    Business Tax Preparation
    Verified Review
    Dana Coles, Philadelphia
    Clint is extremely responsive, fast and affordable. He goes above and beyond to ensure that your needs are meet, questions and issues are addressed. I would highly recommend his services.
  • Josh D. Apr 6, 2017
    Individual Tax Preparation
    Verified Review
    Must chat with this team!
    They were great. Helped me out quite a bit, and extremely quickly!
  • Dana D. Mar 31, 2017
    Business Tax Preparation
    Verified Review
    Business and Personal Filings
    I had Clinton file my business and personal taxes and he did a spectacular job! I was nervous at first getting a CPA online but I arranged a meeting in person to answer all the questions I had in order to file. I was very happy with how patient, fast, responsive, and informative he was. He was patient with me as I am a business owner who is trying to get a home loan and he worked with me and my mortgage broker to get everything filed properly and quickly in order for me to qualify for a loan. THANK YOU CLINTON!
  • Tia C. Mar 28, 2017
    Individual Tax Preparation
    Verified Review
    Great Tax Service!
    Clinton Dale and his associates provided superb service! I am excited that I worked with him and will continue to work with this agency again.
  • Benjamin B. Mar 8, 2017
    Individual Tax Preparation
    Verified Review
    Better than my overpriced CPA
    They saved me almost $1,000 that my cpa missed by not itemizing. Unfortunately, I'm out my CPA fee. Fortunately, I've found my new Tax Specialists for this year and future years.
  • Evan B. Feb 14, 2017
    Super helpful
    Took my phone call to ask questions before hiring. Great guy!
  • Tia C. Jan 28, 2017
    Beyond My Expectations
    Clinton and his team did a fantastic job with my taxes! He and his team were very prompt and often worked around my hectic schedule. Additionally, whenever I had a question or needed clarification he was there to walk me through it. The best part is that I've always had to pay taxes bc of my 1099 status but earned a refund. He was able to find write offs that I didn't know about and that turbotax didn't catch. I like the fact that he is an EA and has a long standing tax background. I will be using this tax business again and referring him to my friends and family! Thank you for your fantastic service.
  • Jonathan S. Jan 18, 2017
    Individual Tax Preparation
    Verified Review
    Blue Bear is King of the Tax Solution Forest
    I came to Clinton and his staff with a "worst case scenario" and they handled it all in stride. Clint got me back more than I was expecting, and when the IRS put a hold on my return, he spoke with them directly and got them to correct their mistake. Clint is a stand up guy, and his staff is highly capable!
  • Nathan C. Jan 12, 2017
    Individual Tax Preparation
    Verified Review
    5 Stars!
    Clinton was very professional and responsive. He also was able to save me significant money on my tax payments that I never would have been able to figure out on my own. Well worth the price. Would hire again.
  • Ciera C. Jan 9, 2017
    Saviors!!
    When I came across Blue Bear the IRS was threatening to audit me and ended up doing so, but Clinton and his team were able to add legitimate expenses to my return and get me through my audit successfully! While still getting me money back. They are truly amazing and I am very grateful for Blue Bear taxes! They are an amazing team! Thank you guys for all your help! They will forever have my business, I recommend them to everyone I know.
  • Glen S. Jan 1, 2017
    Individual Tax Preparation
    Verified Review
    Good Advice, Thank you!
    Thank you for the phone call. It really helped in my preparation for the coming year. I know I can now use the Hybrid Accounting method, and will be sending form 3115 to make sure I cover my bases. Thanks again.
  • Alan G. Dec 6, 2016
    Individual Tax Preparation
    Verified Review
    Very Knowledgeable
    Dale and his team did a very good job with my returns, which included domestic and international income. Communication was smooth and they did prove to have in depth knowledge on the subject. I strongly recommend their service.
  • Adam O. Oct 11, 2016
    Business Tax Preparation
    Verified Review
    Invaluable Service
    I have had a great experience working with Clinton and the staff in the Blue Bear office. They have been responsive, supportive, and incredibly helpful throughout the process. I plan to continue to use their services for my own personal returns, as well as the returns for my small business.
  • Mccarthy A. Sep 27, 2016
    Business Tax Preparation
    Verified Review
    Tax Advice on the dollar!
    I have had a fairly wonderful experience working with Clinton at Blue Bear Tax. I know very little about accounting and taxes and Clint does a good job of working with me with my questions. He is also available at most times of the day and not just 9-5 M-F so I am able to communicate with him after-hours which works very well for me. I would recommend Clinton and Blue Bear Tax Solutions to anyone with tax and financial services.
  • Kathy K. Sep 27, 2016
    Individual Tax Preparation
    Verified Review
    Professional and Knowledgeable
    Blue Bear Tax Solutions were very thorough and professional. They helped me with back taxes that were owed, and even found ways to get more money back from the government. They were always available by phone, and even helped me when I almost fell victim to an IRS scam. Blue Bear will be doing my tax returns from now on!
  • Sebastian A. Sep 15, 2016
    Business Tax Preparation
    Verified Review
    Corporate Tax Return 1120
    They did the job very quickly and their rate was very reasonable. I provided the financial statements and they were able to turn it around within a few hours.
  • Melanie T. Sep 11, 2016
    Accounting
    Verified Review
    My new teammates!!
    The team has been instrumental in helping me get started on a strange rollover (ROBS) IRA to Stock purchase to allow me to start my own company. They have helped out as I had questions along the way.
  • Christian-Marie N. Aug 11, 2016
    Individual Tax Preparation
    Verified Review
  • David S. Aug 6, 2016
    Individual Tax Preparation
    Verified Review
    Completed promptly as promised. Honest and upfront on rates. Excellent communication throughout.
  • Monica H. Aug 1, 2016
    Business Tax Preparation
    Verified Review
    I consulted with Clinton and before I have even hired him he has done research and correspondence on my behalf. I agreed at my consultation to hire him, but I did not expect to see him dig in that day1 Great guy, great listening skills and great reputation, of which I just confirmed and increased.
  • Rie H. Jul 31, 2016
    Quick, easy and efficient service!
  • Joni J. Jul 9, 2016
    Accounting
    Verified Review
    I came in with many questions about how to phase out of one business into another and how to re-structure my new business(es). I was confused as to what I could and couldn't do and frustrated about all the work it would take. Clinton listened patiently and thoroughly explained the answers to each of my questions. He really put me at ease about moving forward with confidence. Beyond that, he is obviously interested in his clients as real people. He understands how much his expertise and willingness to help not only effect your bottom line but your whole life. I'm very grateful for his help!
  • Mike M. Jun 30, 2016
    Individual Tax Preparation
    Verified Review
    Excellent experience, fast response, easy to contact, and sensible pricing. Very pleased with getting back taxes filed and saved me many dollars from what I had figured. Patience of Job. Will use for all future tax filings.
  • Daniel G. Jun 29, 2016
    Individual Tax Preparation
    Verified Review
  • Noah G. Jun 28, 2016
    Individual Tax Preparation
    Verified Review
    Clinton and company did an excellent job of completing my returns, walking me through questions I had as they arose, and giving me piece of mind at the end. Especially helpful with follow-up and hand holding where necessary. This stuff can be scary! Definitely recommend.
  • Ronnie G. Jun 21, 2016
    Individual Tax Preparation
    Verified Review
    I have been working with Clinton Dale after meeting several CPAs and tax attornies. He has been exceptional and has been the only person in the past several years that has given sound advice and not always asking to get paid on each engagement. That creates a longterm business relationship for me. Also, I cant say enough about how responsive he has been. I finally feel like I have a grasp on my tax and financial situation thanks to Blue Bear.
  • Christopher L. Jun 20, 2016
    Individual Tax Preparation
    Verified Review
    Clinton and his team were so amazing to work with. They over communicated every step of the way and made the entire process as pain free as possible. Any question I had was answered swiftly and my returns were done in days. I cant say enough great things about this place. I will be using them going fwd for all my tax needs.
  • Rick B. Jun 2, 2016
    Individual Tax Preparation
    Verified Review
    Clinton and his team were wonderful. I can't emphasize enough. They made my life easier. They held my hand through the process and I couldn't be happier. I am a smart guy and have done my taxes for years. As my life grew more complex, I found myself out of my depths. They took over. I was 4 years behind. Within a week, I had a sense of ease that all would be ok...MORE than OK. If you are in need of an advocate and partner in your tax situation, I strongly recommend hiring Blue Bear Tax.
  • Jeremy H. May 31, 2016
    Business Tax Preparation
    Verified Review
    Great guy, great team, great company!
  • Magdalena S. May 23, 2016
    Individual Tax Preparation
    Verified Review
    He was very professional and expeditive.
  • Marcus G. May 18, 2016
    Accounting
    Verified Review
    Very knowledgable!
  • Christel M. Apr 27, 2016
    Well Done. They are on top of it now they are helping me with my 2011 taxs that someone else meseed up. Thanks to blue bear Tax Solution
  • Leonard W. Apr 25, 2016
  • Andrew J. Apr 21, 2016
    Individual Tax Preparation
    Verified Review
    I was looking for a tax professional who could not only help me file my 2015 taxes the last week before they were due, but also to help me with 2014 and 2013 taxes that weren't filed due to challenges I had with doing them myself. Clinton Dale contacted me immediately and after discussing the issues I was facing indicated that he and his staff could get all years filed for me. Clinton indicated it might be after the deadline for filing that he would be able to submit my but that he would be able to submit an extension for no additional charge. I was pleasantly surprised when I was notified within 48 hours that my taxes for all 3 years were completed and ready to be submitted after my final review. Francine was wonderful and Clinton was very easy to work with. The final price for their service came in less than I was initially quoted which was also appreciated. If you are dealing with complicated tax issues and complicated returns, I would absolutely recommend Blue Bear Tax Solution to help you.
  • Anthony B. Apr 15, 2016
    I came to Clinton Dale with a major issue with both my w2's and an issue with another tax preparer, let's just call them H&R square. I was told I owed over 6 grand. Mr.Dale though that was crazy, did his job, and it turns out I got an actual return. I know exactly who I'm going to next year. Oh, and he gave me some twizzlers which was pretty neat too.
  • Eileen M. Apr 10, 2016
    Business Tax Preparation
    Verified Review
    fast taxes done and returned within 5 working days. Amazing he asked the right questions I will never ay extra $$ for CPA again
  • Shannon M. Apr 9, 2016
    Individual Tax Preparation
    Verified Review
  • Candi S. Mar 24, 2016
    Individual Tax Preparation
    Verified Review
    Wonderful, concise service. I appreciated the support for quick turn around based on my needs. I will definitely use the services again.
  • Eric G. Mar 23, 2016
    Accounting
    Verified Review
    Dealing with Clinton was a breath of freash air. He is very professional and very informative. Will use his service again for sure..
  • Darlene M. Mar 22, 2016
    Individual Tax Preparation
    Verified Review
    He was able to help me with a past due tax filing that I have lost a lot of sleep over. I should have done this sooner.
  • Steve Z. Mar 15, 2016
    Individual Tax Preparation
    Verified Review
    4 missed state returns, all taken care of. Great job! Quickly too.
  • Leslie S. Mar 15, 2016
    Individual Tax Preparation
    Verified Review
    Very personable, professional and helpful.
  • Christine H. Mar 15, 2016
    Individual Tax Preparation
    Verified Review
    Clinton was great to work with. He put my mind at ease and was always quick to respond to my questions. Will hire again next year and recommend to anyone looking for a knowledgeable tax professional.
  • Michael M. Mar 14, 2016
    Business Tax Preparation
    Verified Review
    Very proffessional and knowledgeable.
  • Bobby F. Mar 3, 2016
    Individual Tax Preparation
    Verified Review
    Mr Dale was an exceptional understander of my tax situation. Helpful as good as they get.God bless whoever he works for if not himself
  • Pedro H. Feb 28, 2016
    Individual Tax Preparation
    Verified Review
    Clinton is a true tax professional
  • Nicole T. Feb 21, 2016
    Individual Tax Preparation
    Verified Review
    I was messed up for years owing taxes because I had my taxes prepared by two different tax offices located in SC and New Jersey that put different items and deductions and etc on my taxes that I had no knowledge of. I was audited and was owing 13,000 back to the IRS. Blue Bear tax solutions did my taxes over and resolve all of my issues and now I am back on track without any issues. The owner is very knowledgeable along with helpful. I will recommend this office anytime. I have only been here in Co for a year and 4 months and another office recommended Blue Bear for all of my tax issues. I am very satisfy.
  • Lashonda V. Feb 11, 2016
    Individual Tax Preparation
    Verified Review
  • Johnna J. Jan 26, 2016
    Individual Tax Preparation
    Verified Review
    Helped me file my taxes correctly and effecently! Cleared up all my Tax questions
  • Annalisa A. Jan 16, 2016
    Individual Tax Preparation
    Verified Review
    Clinton did everything possible to make my IRS problem go away. He is the real deal.
  • Teresa L. Jan 12, 2016
    Individual Tax Preparation
    Verified Review
    Done quickly, efficiently and professionally. I will definitely recommend and use this tax service for the future!
  • Artem N. Jan 8, 2016
    Accounting
    Verified Review
    My partner and I got all of our small business tax questions answered during the consultation with Clinton (questions that had been plaguing us since early last year!). We now feel confident proceeding with filing 2015 taxes and quarterly taxes going forward. Clinton was extremely knowledgeable, confident and approachable. We appreciated his clear explanations and honest advice. Thank you!
  • Michelle S. Dec 29, 2015
    Individual Tax Preparation
    Verified Review
    Awesome service , helped me get 3 years worth of back taxes filed and corrected , stop garnishment, and all done in an expeditious fashion. Couldn't be happier with price, service and end result!!
  • Anton E. Dec 21, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was very helpful during our quick phone consultation and explained me basics fully.
  • Jason P. Dec 16, 2015
    Individual Tax Preparation
    Verified Review
    Overall I'm glad I contacted Clinton w/ blue bear. Cons:: His assistant may need a little more oversight, she said she sent an email I never received and it delayed things a whole week just before Thanksgiving which was closer to 2 weeks. Pros:: I had a unique situation with some past due taxes that had been improperly filed by a previous CPA. I also had a very important deadline to meet and even though a lot of information came at him as a surprise because of mine and my previous CPA's failures, Clinton was able to get everything sorted on time. He also seemed to know quite a few people in the industry and was able to use this to his advantage. Thank you!
  • William L. Dec 7, 2015
    Individual Tax Preparation
    Verified Review
    Clinton did an outstanding job. He was very helpful and professional. He is knowledgable and always available for questions. I reccomend him highly!
  • James B. Dec 6, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was efficient, and thorough. I will use his services again. Highly recommend!
  • Tom S. Nov 15, 2015
    Individual Tax Preparation
    Verified Review
  • Carrie Q. Nov 5, 2015
    Individual Tax Preparation
    Verified Review
    Clinton did a perfect job! Rates were VERY reasonable and he is quick and communicative. We will be using his service again.
  • Robin H. Nov 4, 2015
    Individual Tax Preparation
    Verified Review
    Very professional, efficient and affordable. My taxes became a nightmare and Clinton Dale made it stress-free. I will be using his services every single year from now on! Thank you, Clinton Dale!
  • Rhonda N. Nov 4, 2015
    Accounting
    Verified Review
  • Sandra S. Oct 24, 2015
    Individual Tax Preparation
    Verified Review
    Thanks for the time to discuss taxes, and the new health care legislation.
  • Antoinette C. Oct 19, 2015
    Individual Tax Preparation
    Verified Review
    Clinton is the best! I needed a tax person who can help me my taxes since I lived in two states. He is excellent! Plus since he's an ex IRS agent he really helped me figure out what I can write off and what I couldn't. Thanks so much for your excellent communication and fast service!!!
  • Sean G. Oct 15, 2015
    Individual Tax Preparation
    Verified Review
    Very professional job end to end. Had a complex foreign income tax return and was completed with quick turnaround and excellent communication. Would highly recommend
  • Joseph A. Oct 12, 2015
    Individual Tax Preparation
    Verified Review
  • Lizzy H. Sep 29, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was amazing, really quick and helpful - he seriously saved me with my taxes, will definitely be using again next year!
  • Jeanine S. Sep 23, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was personable and very helpful and answered all my tax-related questions well. I would hire him again.
  • Susan R. Sep 21, 2015
    Individual Tax Preparation
    Verified Review
    After my efile was rejected and I had to file an extension, I thought it best to have my tax statements reviewed before I filed. Clinton was thorough, professional and quick. He was also very patient - waiting for me to get all my documents together and scanned to him during a crazy time in my life. The tax prep charge was extremely reasonable. I will definitely use Blue Bear Tax Solution every year.
  • Anne M. Sep 19, 2015
    Individual Tax Preparation
    Verified Review
    Filing last year's tax reform - all done quickly and refund received but I still had some unanswered questions. Clinton gave me a very reasonable price and was very professional, some others quoted me a price that was way too low originally while others charged based on a formula for number of forms that ended up being too high for my situation.
  • Mischel T. Sep 19, 2015
    Individual Tax Preparation
    Verified Review
    Didn't work out for me.
  • Joe G. Sep 15, 2015
    Individual Tax Preparation
    Verified Review
    Great, found a major issue with my depreciation from a previous year and going to save me more money. Couldn't be happier especially with the promptness.
  • Anthony G. Aug 31, 2015
    Individual Tax Preparation
    Verified Review
    Extremely helpful and attentive to our tax issues and accounting needs. Clinton is clearly well versed and knowledgeable about tax law and dealing with the IRS. I highly recommend Clinton and Blue Bear Tax Solutions.
  • Mark C. Aug 27, 2015
    Individual Tax Preparation
    Verified Review
    Clinton really helped me receive a timely and thorough tax return...very professional and helpful. It's not always easy to find people who follow-through and back up their words with their actions, where you don't have to constantly haggle someone to complete a certain task. Reliable & Dependable. Thank you for your help.
  • Chad J. Aug 25, 2015
    Individual Tax Preparation
    Verified Review
    Great guy, very professional and knowledgeable. Thanks see you next year!
  • Araminta D. Aug 24, 2015
    Individual Tax Preparation
    Verified Review
  • Lesieli P. Aug 23, 2015
    Individual Tax Preparation
    Verified Review
    I had no idea what i would do, but Mr Dale solve all my problems and directs me to the right direction now. Im glad I just found me my new tax guy. He will answer all your questions and help you, so PICK HIMđź‘Ť
  • Patrick F. Aug 6, 2015
    Individual Tax Preparation
    Verified Review
    Clinton at Blue Bear responded quickly and professionally to my situation, and he was friendly, knowledgable and efficient in preparing my returns. I have already recommended Blue Bear to a friend and I will recommend to other friends. I imagine I will be working with Clinton again in the future because they do great work!
  • Robert B. Jul 18, 2015
    Individual Tax Preparation
    Verified Review
    Job well done!! Very responsive service.
  • Erin W. Jul 10, 2015
    Individual Tax Preparation
    Verified Review
    Very knowledgeable & professional. Was easy to talk to & answered all my questions. I highly recommend him.
  • Brandon B. Jul 8, 2015
    Individual Tax Preparation
    Verified Review
  • Kyle M. Jun 14, 2015
    Individual Tax Preparation
    Verified Review
    one word, STUPENDOUS. Mr. Dale promptly and expertly dealt with my tax needs. After a short Q and A, i sent my tax information over. Factoring in a few unforeseen issues; he had multiple years worth of returns finished within a few days. I would recommend him to anyone. I will be utilizing his services next year.
  • Stephen C. Jun 14, 2015
    Individual Tax Preparation
    Verified Review
    Use this man he lowered my IRS audit by $11,000. Great price for even better work, could not thank Clint more!
  • John T. Jun 10, 2015
    Individual Tax Preparation
    Verified Review
    Clinton has been very professional with communication and appointment schedules. He knowledge of the tax codes and accounting has been impressive and much needed for me and my family. I highly recommend Blue Bear tax services to individuals and business.
  • Gonzalo A. Jun 1, 2015
    Individual Tax Preparation
    Verified Review
    Not only did Clinton respond to my posting promptly, he was on the phone with me in minutes and followed up shortly thereafter over text and email until he completed my tax preparation. Same day filing made easy. I would highly recommend Clinton to anyone looking for someone who is well versed in the tax code and system.
  • Fabio J. May 31, 2015
    Individual Tax Preparation
    Verified Review
    Clinton demonstrated the two traits I was looking for when looking for tax preparation services, being informative and prompt. Given I needed assistance with three tax years, I had a lot of questions; Clinton took the time to answer all my questions in detail and made sure I understood everything he was explaining. After I decided to hire him, the delivery of his services was extremely prompt and I was continually updated. He's earned my business for all my future tax needs.
  • Daniel S. May 26, 2015
    Individual Tax Preparation
    Verified Review
    Quickly and proffesionaly completed my current and previous years taxes. Excellent price for the amount of work involved in researching the specifics of my situation. Was very comfortable with the competed work and would highly recommended his services
  • Eva F. May 16, 2015
    Accounting
    Verified Review
    Clinton was very prompt in coming to my aid in getting my tax returns completed after my previous accountant left me High and dry. Thank you Clinton!
  • Debra H. May 14, 2015
    Individual Tax Preparation
    Verified Review
    Clint is a rare professional, he exemplifies the definition of the word. He delivers what he says he will, has excellent communication skills, and knows the world of taxes inside and out. Can't say enough good things about him. Please consider this a RAVE REVIEW!
  • Paul M. Apr 27, 2015
    Individual Tax Preparation
    Verified Review
    Clinton responded quickly with bid, set up appt for the following week. Met us at our house and had everything needed to complete our return in two hours. Turbo Tax had us owing $25K federal and Clinton reduced our tax debt to less than $12500 federal and state. He even set up our payment plan, and provided us with paper and electronic copies of our returns. Could not rate better!
  • Rodney P. Apr 26, 2015
    Individual Tax Preparation
    Verified Review
    He was vary helpful in getting two years of back taxes done and it didn't take a week to get them done .like some other companies that I used in the past . I will be using him in the future for all my tax needs Rodney
  • Julie I. Apr 25, 2015
    Individual Tax Preparation
    Verified Review
  • Douglas W. Apr 19, 2015
    Individual Tax Preparation
    Verified Review
    Professional, courteous young man. Knowledgeable in his field. Very helpful, and affordable.
  • Jason C. Apr 15, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was early for our appointment, so we were off to a good start. He worked quickly, yet didn't rush, was professional and answered my questions thoroughly. I would recommeend him and his services confidently.
  • Jeffrey M. Apr 15, 2015
    Individual Tax Preparation
    Verified Review
    Helped me with filing taxes for years back. Reasonable prices and very knowledgeable!
  • Bruce W. Apr 14, 2015
    Individual Tax Preparation
    Verified Review
    Knows his stuff..
  • Anna S. Apr 12, 2015
    Individual Tax Preparation
    Verified Review
    Clinton came to my house and we were done in just over an hour. He got me a great return. I will use him again!
  • Micah R. Apr 9, 2015
    Individual Tax Preparation
    Verified Review
    Clinton did a great job.....and quickly! Highly recommended and the cost was comparable if not a little less than the chain tax shops. Hire with confidence!!
  • Beverly S. Apr 9, 2015
    Individual Tax Preparation
    Verified Review
    He is amazing! For the last ten yrs I always owed ,working with. Dale I got money back.He is very professional in he's work.Thank you so much
  • Sally V. Apr 4, 2015
    Individual Tax Preparation
    Verified Review
    From the get-go Clinton was very flexible with my schedule and didn't mind when I had to change our appointment a few times. When we finally met to get my taxes done, he was punctual, friendly, professional and great to work with. He did a wonderful job and I will recommend him to anyone I know who either needs a great tax preparer or who owes money to the IRS and needs help. All in all a great experience!
  • Isaiah J. Mar 30, 2015
    Individual Tax Preparation
    Verified Review
    I set up Clinton Dale around 03/14 and its 03/30 and I'm done! Clinton filed and corrected and helped with a payment arrangment if 3 years of non-filed returns. What was a mess and eating away at me for years he fixed in two weeks. Thank you Clinton Dale! You my new tax guy forever!
  • Mark L. Mar 29, 2015
    Individual Tax Preparation
    Verified Review
    I had a very good experience working with Clinton Dale, he was extremely knowledgeable and was able to answer all my tax questions. I felt he got me the biggest return I was due.
  • Emily S. Mar 24, 2015
    Individual Tax Preparation
    Verified Review
    Clinton was very nice & easy to talk to! I had some problems with previous years' filings that I didn't understand, but Clinton explained everything to me, & quickly helped me solve my problems. What I thought was going to be a difficult process ended up quick & simple thanks to Clinton's help!
  • K. M. Mar 5, 2015
    Individual Tax Preparation
    Verified Review
    Clinton has been refreshing to work with. He was willing to come to us. This was very helpful due to needing some paperwork within reach in our home. He was able to help us with past returns along with our current tax return. He is very knowledgable due to his work experience with the IRS and background. It was very stressful to pull together some paperwork and he was patient and helpful with this. He is very approachable and reassured us with the whole process. He was very workable and we plan to continue with him and our tax/financial needs.
  • Doug G. Mar 1, 2015
    Accounting
    Verified Review
    After an interview process we selected Clinton as accountant and tax advisor for our Gerull Labs LLC (g-labs) optical instrument and related software app business. His thorough manner and competence related to accounting (and tax matters especially) have been a great help. We would recommend him highly to anyone for accounting and/or tax related work and look forward to a long working relationship.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?
I do have standard pricing. Our firm pricing is based on forms prepared. Generally, if a client has multiple forms and multiple years a discount will be offered. Well work with any budget.
What is your typical process for working with a new customer?
Typical with any new client we like to insure them their in good hands. Let them know money not the primary reason were here and we will work with any budget just to get their issue resolved. we like to interview and discuss your situation. We like to get a sense of who you are, your business, and what are your financial/tax goals.
What education and/or training do you have that relates to your work?
I process a Bachelor of Science in Criminal Justice, Bachelor of Art in Accounting, and Masters in Business Administration. I have been a Senior IRS Agent of 15 years in Tennessee & Colorado. I am licensed and certified by the IRS to represent clients/taxpayers before the Service.
How did you get started doing this type of work?
I have been in the tax business for almost 20 years, want to start my own business. I wanted to help people at a reasonable price.
What types of customers have you worked with?
Our customer range greatly from out state too out of the country.