Bellwether Tax & Accounting
Hired 72 times
23 years in business
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Jul - Dec
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Individual Tax Preparation
Very professional and understanding for those who have never used private accountants before!Mar 13, 2017Verified
Individual Tax Preparation
My tax preparer just passed away in March and I have been lost trying to figure out what to do and who to find as a new preparer. I had no leads so I interviewed three off your site. I just met with Chris at Bellwether Tax and Accounting today and left my taxes with him. He appeared to be very professional, he has 18 years experience at preparing taxes. He is reasonable with his fees and he has quoted a two week turn around on preparing 2013 thru 2015 for myself and my brother. I do not know the outcome of this experience yet but he instilled confidence in me that everything is going to be fine. I came home with peace of mind that all of my taxes are going to be caught up very soon and this is a lot of stress off my shoulders. He also has a very nice wife and son. His son even carried my tax box to my car for me. At this point, I think I have a new tax preparer for years to come.May 16, 2016Verified
We had a couple of year’s taxes to get amended and Chris was able to get everything done quickly and for a fair price.Feb 26, 2020Verified
This was our first year using Chris and we'll be going back every year! He was very responsive when we contacted him and very thorough when he did our taxes! The other reviews are here are right, he really does care about his clients. His fees were very good too so he's exactly what we were looking for! Thanks Chris!Feb 16, 2020Verified
Chris was very prompt with his response to all of my inquiries. He is very professional and courteous. The pricing was phenomenal as well.Jul 2, 2019Verified
- 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.