“He's also pretty relaxed and easy to talk to, but I trust that he's always prioritizing my financial interests, because he's always kind yet realistic when there's some potential financial risks that need to be considered and planned for.”
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Sardoni Accounting Group
Part-Time CFO, CPA, Tax Planning
“Having a CFO to manage your business' finances is never a bad idea, but when you truly need one, you will know. Once you know that you do need to establish or hire a CFO, weigh what you do and don't know, and the resources that you have to allocate t...”
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Marc James & Associates
“We pride ourselves in finding out what is important to our clients, not only which accounting and financial services are needed, but what kind of relationship they want with their outside accounting and financial advisors and what accounting and fina...”
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Townsley & Associates
(49)
Tax Planning, Payroll Services, Bookkeeping
“In our first consultation, Lea found multiple ways to help my business save more, taught me strategies to get my finances filed on time, and how to better utilize ADP.”
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Brown, Ells & Company
(47)
Personal Services, Services - General, Business Services
“Wonderful local company who handles our [complicated] personal income tax return each year with ease, and has a secure online upload portal that I feel comfortable using and helps things go more smoothly for us.”
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Gheen & Co., CPA
(44)
Small Business
Financial
Questions
“Having strong partners is extremely important and Gheen and Co have been outstanding - Luke is very experienced, ethical and keeps the bar high for Gheen & Co and Merrill is extremely reliable, responsive and a high performing CPA.”
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Colorado Business CPA
(47)
Visionary CEO Package, Intentional Growth Package, Strategic CFO Package
“After I met Natalya and her team I was impressed with their professionalism and knowledge and, as the result, have been doing my taxes with them for the last 5 years and will continue to go back to them.”
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Nguyen & Associates, CPA
(44)
Tax Resolutionresolve IRS Levies and Unfiled Tax Returns.
“Ryan, Catherine and the entire Nguyen & Associates team have been incredibly professional, attentive & communicative, and easy to work with via their client portal.”
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Nielsen & Moore CPA
(26)
Money
Job
Questions
“Kendall did a thorough job of prepping me for working on my returns, and Nathan did a great job of showing me options and efficiencies, and clearly explained the best way to submit.”
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Knoll & Company
(20)
Small Business
“Even during Tax Week, when I walked into Lee Knoll Junior's office and he had 2 or 3 monitors going and was up to his eyeballs in returns, he still did my return, even though I had an outstanding balance on my account.”
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Lillis & Company
(28)
Questions
Team
Job
“I hired-and-fired 3 different firms in one year looking for an upstanding CPA who was willing to do two things: 1) do my taxes properly, 2) be willing to help me learn more so I could understand it better.”
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Juvotax CPA
(34)
Tax Preparation For Businesses, Compilations, Small Business Accounting & Bookkeeping
“I went to him a few years ago as a new small business owner with no idea what I was doing and he walked me through everything I needed to make my taxes quick and painless.”
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Hristopoulos Cpa's
(47)
Payroll, Quickbooks® Training, Cloud Accounting
“He has walked me through filing process as a first-time home owner, completed out-of-state returns without hesitation or complaint, and all for a very, very reasonable fee.”
“Prior to our follow-up meeting, Andrew took the time to thoroughly review all aspects of my investments, leading to a summarization in detail, of my portfolio's strengths and weaknesses.”
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Miller & Associates Cpas
(36)
Accountants
“Mike also sat down and gave me advice on what I should be doing each quarter so that I will know what my tax bill will look like, and I even made some changes so that I shouldn't owe any money next year!”
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Wachtel & Associates
(8)
Tax Services, Business Services, Business Advisory Services
“I met Scott by phone just after New Years when my previous accountant's intimidation of the IRS and his lack of confidence in his own abilities made him "fire" me.”
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Cornerstone CPA Group
(2)
Tax Services, Services For Individuals, Industries
“They've been doing the financials and taxes for my family for years.”
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Ryan Barrett CPA
(38)
Tax Filing
Documents
Up to Date
“Ryan Barrett has been a great CPA and I highly recommend his services, particularly if you own your own business or have more complicated tax questions/needs.”
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Medina Barbara a CPA
(3)
Tax Relief, Tax Services, Industries
“Many members of our family use Barbara, and have for years.”
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Douglas S. Noonan, CPA
(13)
Accounting & Bookkeeping, Compilations, Individual & Business Tax Preparation Services
“All my questions regarding tax advice have been throughly and quickly answered and I will continue to use Doug for all my personal and business tax filing preparation.”
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Lanphier
(30)
Bookkeeping
Tax Returns
Question
“They're always on top of informing us about what we need to do in terms of tax requirements/ balancing our books and they've taught us so much about bookkeeping since we do most of that in house as a cost-plus construction company.”
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Smith and Associates
(6)
Tax Planning and Preparation, Bookkeeping, Accounting
“Smith and Associates has been handling my personal and business taxes for over 10 years and has consistently done a great job every year.”
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Lutz | Hoenig Cpas
(33)
Payroll
Real Estate
S Corporation
“His knowledge and advice on all aspects of retirement planning from real estate, to budgeting for retirement, to stock investments, 401ks and more has saved us from making costly mistakes in planning for our retirement.”
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