Accounting
Less than $10,000
June 2017 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They do a great job of forecasting and strategizing how you’ll achieve your short- and long-term goals."

Jan 27, 2022

Client, Personal Tax Prep & Financial Planning Project

Tyler Priest

Business services
San Diego, California
11-50 Employees
Phone Interview
Verified

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is providing accounting services to a business development VP. They prepare the client's taxes, and they provide financial planning services.

E.G. SANCHEZ & ASSOCIATES, CPAS, APC has been able to significantly decrease the client's taxes. Their detail-oriented and professional approach help them establish a strong collaboration. Overall, their solid project management workflow enables them to provide high-quality work.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of business development at Green Leaf Business Solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with E.G. SANCHEZ & ASSOCIATES, CPAS, APC?

I hired E.G. SANCHEZ & ASSOCIATES, CPAS, APC for my personal taxes in 2018 and 2019.

SOLUTION

What was the scope of their involvement?

Their accounting services include tax preparation services and financial planning services. They use QuickBooks for our taxes. They’ve also instructed me to look at starting a sole proprietorship, and they’ve also advised me to monetize some of the stuff I do to help offset my personal taxes.

What is the team composition?

I’m working with their executive assistant and two other people.

How did you come to work with E.G. SANCHEZ & ASSOCIATES, CPAS, APC?

I met E.G. SANCHEZ & ASSOCIATES, CPAS, APC through the company I worked with. We built a friendship, and I felt like they were the best fit to handle my taxes.

How much have you invested with them?

I’ve invested over $2,000.

What is the status of this engagement?

Our ongoing relationship began in June 2017.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They’ve definitely helped me significantly reduce my taxes. Overall, E.G. SANCHEZ & ASSOCIATES, CPAS, APC provides top-notch services.

How did E.G. SANCHEZ & ASSOCIATES, CPAS, APC perform from a project management standpoint?

They have a fantastic project management process. They’re one of the most professional groups I’ve worked with. We communicate through email and in-person meetings.

What did you find most impressive about them?

We’re impressed by their team’s attention to detail.

Are there any areas they could improve?

No. In fact, I always refer them to other businesses.

Do you have any advice for potential customers?

If you have a business that’s growing rapidly, they’re the firm to work with. They do a great job of forecasting and strategizing how you’ll achieve your short- and long-term goals, too.

RATINGS

5.0

E.G. SANCHEZ & ASSOCIATES, CPAS, APC

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