97.2% would refer friends and family to us

5 stars Customer since 2015

Easy to work with and very responsive to questions.

5 stars Customer since 2016

I can't say enough good things about Brad, Steve, and the rest of the staff! They are great to work with and great people!

4 stars Verified customer

Very friendly staff, thorough tax preparation. Will recommend to friends.

4 stars Customer since 2016

It started as a 1 due to the lack of communication but it ended with a 4! Next year we can grow it to 5. We know why it was a 1 originally because you didn't have my right contact info and we we had to postpone my taxes. I understand why it happened but wanted to log it for you all.

Also most CPA's charge $400 for my type of work especially since Christina is paid to do a lot of the ground work, but you all were $600? Any reason?

Thank you again and can't wait to keep working with you all!


5 stars Customer since 2015

It was one of our best decisions when we engaged Brad to handle our company accounting including payroll. Brad and his staff are detail oriented, professional and have saved us money with their tenacity to numbers. They are good.

5 stars Customer since 2016

Brad and his staff are excellent. They dealt with our complicated tax issues professionally and their expertise saved us money. I would recommend them for anyone dealing with complex tax issues.

5 stars Customer since 2011

Great Service. Professional and helpful. I like doing business with them, and thankful to know them.

3 stars Customer since 2010

Brad is great but this year the taxes took a really long time to be completed even though we gave all of our info well in advance. This meant that we had to

1) rush down to the office to sign the forms at the last minute when it was raining outside (not at our convenience, this was literally the last day you could sign without them being late) and

2) meant that we signed without having any time to review the taxes ourselves. We did have questions but the taxes had already been filed meaning that if anything needs to change, we'll need to process an amendment. This isn't ideal at all as it's more work and waiting on our end not to mention we have already paid the higher taxes and would need to then look for/wait for a refund from the IRS.

I find that this year the response time and everything else was quite a bit slower and I wonder if maybe Brad needs another accountant on hand?

5 stars Customer since 2015

I found that they are very proactive to have me provide necessary documentation in a timely manner that insures taxes can be filed early. Electronic transmittal of this information also makes this process much easier on me.

5 stars Customer since 2015

Excellent customer service!