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Welcome to our tax preparation and bookkeeping firm, where we are dedicated to helping businesses and individuals manage their finances with ease and confidence. Our company was founded on the principle of providing personalized financial services to our clients, ensuring that they receive the same level of care and attention that we would give to our own financial matters.
Our story begins with our founder, a small-time building contractor who, like many self-employed individuals, found themselves overwhelmed by the complexities of managing their business finances while also staying compliant with tax laws and regulations. After receiving a notice from the IRS, our founder decided to take action and educate themselves on the ins and outs of accounting and taxation. Through years of hard work and dedication, they earned a Master's of Science in Taxation and became a licensed Enrolled Agent.
With a passion for helping others avoid the same financial pitfalls, our founder opened our doors in 1995 and has since helped countless businesses and individuals navigate the complex world of finance. Our team of experienced professionals shares the same commitment to providing personalized financial services and ensuring that our clients receive the best possible outcomes.
Our Services
At our firm, we offer a wide range of financial services to meet the unique needs of our clients. From bookkeeping to tax preparation, we are equipped to handle all aspects of your financial management.
*Bookkeeping*: We understand that as a business owner, your time is best spent focusing on what you do best. That's why we offer comprehensive bookkeeping services to help you stay organized and on top of your financials. Whether you're a small or large business, we are here to help you manage your books and bills so you can focus on running your business.
*Tax Services*: Navigating the complex world of taxes can be overwhelming, but with our expertise, you can rest assured that your taxes are in good hands. We offer a range of tax services, including tax preparation, tax planning, and tax problem resolution. Whether you're an individual or a business, we will work with you to ensure that you are taking advantage of all available tax benefits and staying compliant with tax laws and regulations.
*Tax Secrets*: Our team has the knowledge and experience to uncover tax secrets that can help you save money and stay compliant. From non-filed returns to payroll taxes, federal tax liens, and asset seizures, we have the expertise to help you navigate even the most complex tax situations.
*Additional Services*: In addition to our bookkeeping and tax services, we also offer a range of additional services to help you manage your finances. From business consulting to financial planning, we are committed to providing you with the resources and support you need to achieve your financial goals.
Expertise Across Many Industries
Our team has experience working with a wide range of industries, including technology, professional services, construction and real estate, food and beverage, healthcare, business to business, manufacturing and wholesale, and media and entertainment. No matter what industry you're in, we have the expertise to help you manage your finances effectively.
Rating Breakdown
The reviews have a mixed rating distribution, with 3 one-star reviews, 1 two-star review, and 5 five-star reviews.
Unprofessionalism and Overpricing
Some reviewers experienced unprofessional behavior from the tax service, including being stood up for a scheduled call, receiving unapologetic and defensive responses to concerns, and being threatened with accusations of tax fraud. Additionally, some reviewers felt that the service was overpriced, with one reviewer stating that they found a competitor that offered the same services for over $100 cheaper.
Poor Communication
Some reviewers mentioned poor communication from the tax service, including unanswered emails, unreturned calls, and unprofessional emails that seemed more interested in making excuses than providing customer service.
Prompt and Professional Service
On the other hand, many reviewers praised the tax service for its prompt, professional, and knowledgeable staff. They appreciated the friendly atmosphere, reasonable costs, and accurate services provided.
Recommendations
Some reviewers highly recommended the tax service, citing Frank's expertise, laid-back attitude, and attention to detail. They appreciated the personalized service, prompt responses, and feeling of trust and security with their financial information.
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