Most Recent Tax Preparer Reviews

She is amazing at what she does!! She is very helpful and enjoys being able to help others. Always very pleasant and extremely knowledgeable!!! I would recommend her to anyone for all their accounting and tax needs!

Ana Clara Pimenta is exceptional at what she does. Her expertise and attention to detail saved me significantly on my taxes, uncovering deductions and credits that others had missed. She took the time to understand my financial situation, offering tailored advice that simplified a usually stressful process. I highly recommend Ana to anyone seeking a knowledgeable and personable tax professional. She’s truly a valuable partner in financial planning!

It’s great company very nice very professional the way they do business I recommend it

I am very grateful for Mr. Graves services. I have been using his services since 2014. He has not only prepared my taxes for the past 10 years, but he now prepares my 3 children's taxes to. Has educated us all on what to do during the year to have a better tax return. Mr. Graves is very knowledgeable. I was in the process of during a refinance a few years back and I ask Mr. Graves to review my documents. After reviewing my information, Mr. Graves showed me where I was paying over $11,000 in fees. After following his recommendation, I paid a little less than $6,000 in fees. I highly recommend his services and knowledge.

Not happy with the lack of service I have received from Cameo. I have called her several times, emailed and texted her in regards to her help in getting my owed taxes taken care of and all she has done for me is had me do my taxes twice to show i have not been working and have no income. But has not got back with me on the progress of her reaching out to the IRS in regards to this. My interest on what I owe has gone up several times while I wait for her call. Very unhappy with her lack of help.

Exceptional Legal and Business Expertise: Attorney Christopher L. Graff I was referred to Chris Graff by a trusted colleague while going through the complex and stressful process of selling my 18-year-old business. As someone who likes to be fully prepared, I had already done extensive research and taken steps to organize the sale myself. Despite my own preparation, I knew I needed an expert to guide me through the intricacies of brokering such a significant deal. Chris was exactly the professional I needed – and more. From the start, Chris impressed me with his extensive knowledge of business law, contracts, and negotiations. Even with all the groundwork I had laid, his insights added tremendous value and showed me angles I hadn’t considered. He has a remarkable ability to break down complex legal and financial concepts into easily understandable terms, making it easier to navigate the transaction. His responsiveness was unparalleled, and his calm, friendly demeanor instantly reassured me. I trusted him completely to handle every aspect of the deal with precision. Chris’s expertise in business sales, accounting, and taxes was evident from day one. Not only did he help me broker the sale, but his strategic advice enabled me to sell my business for six times the amount I was initially offered by a previous broker. His guidance was spot-on at every stage, from structuring the deal to negotiating terms,

I’ve been going to Greg for over 10 years. He is very professional and knowledgeable. He has helped me find things in previous years I have missed to maximize my return. He has great communication skills and responds to me promptly with any questions I may have. I highly recommend him!

Very bad experience, it’s a scam only Teresa is very unprofessional they are taking your money and after that they pretend to be always for sometimes, very rude team they took my money then they blocked me. I don’t recommend them.

Our medical practice hired Vince to assist with a tax nightmare due to another accountant’s mistakes. Since then our family uses Vince to file our yearly taxes. He is efficient, knowledgeable and always gets back to you right away!

That lady knows her stuff. I've been going to her for 7 years now no matter what location she at.

I was very disappointed with this tax preparer's service. I paid her team to correct my tax return, but they made mistakes that caused me to receive collection letters from the IRS and required me to visit the IRS multiple times, wasting a lot of my time and energy. After confirming it was their error, she refused to fix it unless I paid again. Therefore, I do not recommend her services.

Great experience with Seema, helped me get through my taxes with no hassle and for a cheap price.

We have used Brenda for years and have been very pleased up until this year. We dropped our business tax documents off in april and have gotten the run around ever since. She wont return phone calls and hangs up when we call. Never at her office. We want our documents back so we can take them elsewhere to be filed.

Whaley & Associates. Meaghan, worst possible person we could have chosen to work with for our business taxes. We should have looked up reviews from other websites as well as google about her. Clearly she has done this to other clients as well. Asked for help with our taxes back on April 30th 2024. Gave her all of our paperwork. Everything she asked for. Emailed the stuff we forgot to provide in paperwork form. So everything is all ready. As far as I know. So she tells my husband and I, they just lost someone at their offices and may need an extra month or two. But she will hurry best she can. Should be done by July 1st at the latest.. I wait until July rolls around. I don't hear anything. By July 10th I send out an email and I ask Meaghan if there's any information she's missing, if everything got filed, how everything is going and what's happening. I hear nothing. I then call. I get an answer and she says, oh I wanted to tell you I've been working on your taxes with our intern, I want to have a conference call with you and your husband. She doesn't tell me when, just tells me she will call me. She never calls. I send an email August 26th asking about said conderence call again. Never receive an email back. I have called. July 23, September 17th, and now today Sept 25. I have left voicemails EVERY SINGLE TIME. To please return my calls or email me and please let me know what is happening.I have not once heard back from her. This has been 6 months of trying to work with someone who is supposed to be a professional. That has dodged phone calls and emails. Someone who has personal financial information and doesn't do the job they say they will do. If you are smart you will look around and find someone else to go to. She isn't worth your time. She is definitely not worth the stress you deal with not knowing if your taxes have been filed!! This is absolutely what poor work ethic looks like.

I hired Charles McGriff on April 8th, 2024 after he called me and made me aware that I had a pending levy on me. I owe IRS back taxed from 2019 to 2021 and it is a large amount. He told me what he could do to help me, gave me a price of $5,000 then later that day changed it to $5,575 and said he could have the levy held and work out a payment agreement with them before they can enforce it. Weeks are going by I think he's working on it and I called the IRS agent in charge of my case to find out what's going on and she said she have no one on record to be my power of attorney in which I send and signed the form and returned it to him with the payment the next day with a $3,000 deposit. I paid the balance 2 weeks later. I contact him right away and he's saying that he sent them the info and he never did. We are going back and forth with him saying he's sent over everything, and I'm check with the IRS agent and she never heard from him. Now May 28th come around a month and a half later and my bank accounts are frozen, and they took the $13,000 that was in my accounts at the time which left me in financial ruin. I contact him and he's now saying he's going to the courts to do an appeal and he would've never had to do any of that if he was in contact with the IRS agent and sending her what she needed so we can negotiate a payment plan in the first place. I end up putting in the appeals for myself and dealing with the IRS agent myself and still she doesn't have any record of power of attorney from him on my behalf because he had no intentions of working on my case, he just wanted the money, and he did nothing. Now I can't afford to pay a real tax company to help me because he got paid for nothing, and they took my money I had left in my accounts. Charles Mcgriff has numerous other clients on this website complaining that he's ripped them off just like myself and I'm just finding out this about a month ago he needs to me investigated.

She does great work friend kind and quick. Highly recommend.

This CPA is FRAUD! NEVER EVER refer to this person! She does not do her work honestly, demands money for undone work, she lies and is not professional at all! She could not submit even simple tax form for LLC that caused the penalty for thousands dollars!

Amazing and very knowledgeable of new tax laws!

We are extremely satisfied with the tax preparation services provided by Wellness Financial. We had the pleasure of working with Mrs. and Mr. Peters from Wellness Financial for our individual and business tax needs, and my husband and I cannot recommend their services enough to family and friends. Mrs. Peters is an incredibly knowledgeable and dedicated tax professional who went above and beyond to ensure that our individual and business taxes were filed accurately and on time. Their attention to detail, and assistance with bookkeeping, tax planning, and payroll, gave us the personalized approach we were looking for which made the entire process seamless and stress-free. Her professionalism and expertise impressed us, and we will definitely be returning to them for all my future tax needs. Thank you, Mr. and Mrs. Peters at Wellness Financial, for providing us with such superior tax services!

DO NOT do business with this lady or place of her employment. They are dishonest and will scam your refunds and will not admit they are at fault. This place is quick to take your money and will disappear when there are issues, leaving you to do the leg work with the IRS and learning about their deceits. Her ex-husband was sanctioned and not allowed to prepare taxes and she has her son helping her. I am sure they both learned a few tricks from him and using their scheme to scam and benefits from their patrons. I have filed for legal actions and again, this women is no help and nonexistence other than a phone call from her son threatening me after I wrote a bad review based my experience. I am sure I am not her first victim and others are afraid to come forward from the non-speaking Asian community.