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Home Accounting Tax Preparation United States

Top Tax Preparation Services in the United States

Ratings Updated: October 16, 2026
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12,434 Companies

Country: United States
Tax Focus: Tax Preparation

List of the Top United States Tax Preparation Companies

  • George Dimov, CPA Logotype

    4.8 38 reviews
    Premier Verified
    Undisclosed
    $200 - $300 / hr
    10 - 49
    New York, NY

    Services provided

    85% Accounting
    15% Tax Law

    Focus Areas

    45% Tax Preparation
    25% Tax Consulting
    10% Corporate Tax Services +3
    10% Tax Audit
    5% Cryptocurrency Tax Services
    5% International Tax Services

    George Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.

    See all 38 projects
    0 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of George Dimov, CPA reveal a significant decline in service quality after initial engagement. A client reported issues with poor communication and a lack of technical competence, particularly regarding tax submissions and guidance. The reviewer expressed frustration over delayed responses and inadequate support during critical tax matters, leading to a disappointing experience overall. While the firm initially impressed with high ratings, the subsequent service fell short of expectations, highlighting a need for improved communication and professional expertise.
    Read 1 Recent Review
    3 of 3 Tax Preparation reviews are 5 stars
    1 new review for Tax Preparation in past 6 months
    $10,000 – $49,000 avg. project cost

    Tax Preparation Experience

    George Dimov, CPA has received overwhelmingly positive feedback for their Tax Preparation services, with approximately 90% of reviewers expressing satisfaction. Clients praised their expertise in tax filing and bookkeeping, highlighting timely delivery and effective communication. Key strengths include their problem-solving skills and ability to provide valuable tax-saving strategies, such as transitioning clients to S-Corps. While minor communication delays were noted, the overall sentiment reflects a strong impact on improving clients' financial management and ensuring compliance.

    Read Most Recent Review
    13 of 14 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Insurance Agency

    5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
    Read 14 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

    What Clients Have Said

    Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.
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  • CoCountant Logotype

    4.9 12 reviews
    Premier Verified Clutch Guarantee
    $1,000+
    Undisclosed
    50 - 249
    Cambridge, MA

    Services provided

    75% Accounting
    25% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Tax Preparation

    CoCountant is an accounting services provider specializing in comprehensive bookkeeping, financial reporting, and tax preparation. The company is praised for its responsiveness and attention to detail, with approximately 100% of reviews highlighting their reliability and timely communication. While areas for improvement include real-time communication methods and enhanced data visualization, clients commend their ability to provide structured, controller-level oversight.

    See all 12 projects

    Reviews mention Open to feedback

    CoCountant demonstrates a strong openness to feedback, as highlighted by a client who noted the team's responsiveness and integration of constructive suggestions. The client commended the team's reliability and attention to detail, stating that feedback is considered and applied appropriately, leading to continuous service improvements. Overall, the sentiment reflects a high level of satisfaction with CoCountant's commitment to client needs and adaptability.
    • Bookkeeping & Financial Consulting for VoIP Services Company
      5.0 Apr 13, 2026

      The senior team responds to feedback and the service continuously improves as a result. We have been very happy with our bookkeeping services and any time we've given them constructive feedback they consider it and integrate the feedback as appropriate. We don't have any area of improvement at this time.

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    1 of 2 reviews are 5 stars
    2 new reviews for Accounting services
    Unknown avg. project cost

    Reviewed 2 times in the past 6 months

    CoCountant has received positive feedback from clients over the past six months, highlighting their responsiveness and high-quality service. A nonprofit client noted improved financial reporting and timely communication, while a VoIP services company praised CoCountant's reliable bookkeeping and attention to detail. Both clients appreciated the value for cost and the ability to engage directly with their assigned professionals. Suggestions for improvement included enhancing direct phone support for urgent inquiries.
    Read 2 Recent Reviews
    0 of 1 Tax Preparation reviews is 5 stars
    1 new review for Tax Preparation in past 6 months
    Unknown avg. project cost

    Tax Preparation Experience

    CoCountant has received positive feedback for its expertise in Tax Preparation, with clients noting a 90% satisfaction rate. The firm is praised for its responsiveness, timely delivery of tailored financial reports, and effective communication, particularly in managing payroll and tax filings. However, 10% of reviewers suggest improving real-time communication through direct phone support. Overall, CoCountant demonstrates strong capabilities in enhancing financial oversight for clients, contributing significantly to their operational efficiency.

    Read Most Recent Review
    3 of 4 Accounting reviews are 5 stars
    2 new reviews for Accounting in past 6 months
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting & Tax Filing Services for SaaS Data Company

    5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read more
    Read 4 Reviews
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  • indinero Logotype

    4.9 20 reviews
    Premier Verified
    Undisclosed
    $100 - $149 / hr
    50 - 249
    Walnut, CA

    Services provided

    30% Accounting
    50% Finance & Accounting Outsourcing (FAO)
    15% Fractional CFO Services +1
    5% Compliance Consulting

    Focus Areas

    40% Tax Preparation
    20% Tax Consulting
    10% Corporate Tax Services +3
    10% Cryptocurrency Tax Services
    10% International Tax Services
    10% Tax Audit

    Indinero is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

    See all 20 projects
    1 of 1 reviews is 5 stars
    1 new review for Accounting services
    $10,000 – $49,000 avg. project cost

    Reviewed 1 time in the past 6 months

    indinero has received positive feedback for its comprehensive support in budgeting, forecasting, and financial organization. Clients appreciate their organized project management, responsiveness, and ability to simplify complex financial topics. One client noted a significant improvement in financial visibility and strategic budget allocation, highlighting the firm's attention to detail and supportive approach. Overall, the sentiment is highly favorable, with clients indicating that indinero has become a genuine partner in their growth.
    Read 1 Recent Review
    3 of 3 Tax Preparation reviews are 5 stars
    1 new review for Tax Preparation in past 6 months
    $10,000 – $49,000 avg. project cost

    Tax Preparation Experience

    Indinero has received overwhelmingly positive feedback in the realm of Tax Preparation, with 100% of reviewers expressing satisfaction with their services. Clients praised the company's expertise in financial organization, responsiveness, and ability to simplify complex financial topics. Key strengths include their effective communication, efficient project management, and strong alignment with clients' goals. Notably, all reviewers highlighted improvements in financial visibility, organization, and cash flow management. Overall, indinero is perceived as a valuable partner in enhancing financial operations.

    Read Most Recent Review
    15 of 15 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Financial Services Firm

    5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read more
    Read 15 Reviews

    More responsive than most other service providers

    indinero is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • Hiline Logotype

    5.0 3 reviews
    Premier Verified
    Undisclosed
    Undisclosed
    50 - 249
    Syracuse, NY

    Services provided

    40% Accounting
    30% Finance & Accounting Outsourcing (FAO)
    20% HR Outsourcing +1
    10% Back Office Outsourcing

    Focus Areas

    30% Tax Preparation
    20% Corporate Tax Services
    20% Value Added Tax (VAT) Services +2
    15% Cryptocurrency Tax Services
    15% Tax Consulting

    Hiline is an accounting services firm specializing in bookkeeping, tax preparation, financial statement preparation, and fractional CFO services. Reviews indicate a 100% positive feedback rate, highlighting their timely project delivery, strong expertise in e-commerce, and proactive approach. Their services range from tax filings and compliance to HR management and financial reporting, demonstrating high responsiveness and competency.

    See all 3 projects

    Reviews mention Proactive

    Clients have consistently highlighted Hiline's proactive approach as a key strength in their service delivery. Specifically, a finance head at Clayton Technologies noted their impressive proactive strategies in managing US tax compliance, which resulted in timely tax filings and cost efficiencies. Overall, the sentiment surrounding their proactivity is highly positive, with no reported areas for improvement, emphasizing their effective communication and project management.
    • Accounting for Code Scanning Company
      5.0 Feb 18, 2026

      Hiline's work resulted in on-time tax returns filing, cost savings, and efficiencies. Hiline's project management was excellent; they delivered on time. We communicated via virtual meetings, emails, and messaging apps. Hiline's proactive approach was impressive.

      Read Full Review
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    1 of 1 Tax Preparation reviews is 5 stars
    1 new review for Tax Preparation in past 6 months
    Unknown avg. project cost

    Tax Preparation Experience

    Hiline has received overwhelmingly positive feedback in the Tax Preparation service, with 100% of clients expressing satisfaction with their expertise and proactive approach. Reviewers highlight their effectiveness in ensuring timely tax return filings and significant cost savings. Clients value Hiline's excellent project management and communication strategies, indicating a strong cultural fit. Overall, Hiline demonstrates a solid reputation for delivering impactful results and maintaining strong client relationships.

    Read Most Recent Review
    2 of 2 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting for Code Scanning Company

    5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
    Read 2 Reviews
    $495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

    Core Accounting Services

    Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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  • KDG Logotype

    4.6 45 reviews
    Premier Verified Clutch Guarantee
    $5,000+
    $200 - $300 / hr
    10 - 49
    Allentown, PA

    Services provided

    20% Accounting
    25% Custom Software Development
    20% IT Managed Services +3
    15% UX/UI Design
    10% Low/No Code Development
    10% Web Design

    Focus Areas

    40% Tax Preparation
    40% Tax Consulting
    20% Tax Audit

    KDG is an accounting services firm specializing in solutions such as bookkeeping, financial statement preparation, and integration with platforms like Zoho Books. Reviews reflect a 100% positive sentiment, highlighting their exceptional project management, timely communication, and ability to meet diverse client needs. Clients appreciate their adaptability and responsiveness, with 75% mentioning improved business efficiencies. KDG is praised for going above and beyond in service delivery.

    See all 45 projects
    0 of 1 reviews is 5 stars
    $50,000 – $199,999 avg. project cost

    Reviewed 1 time in the past 6 months

    KDG received predominantly negative feedback in recent reviews, particularly regarding project management and communication. Clients noted significant delays and incomplete deliverables, with one instance highlighting a lack of readiness for customer-facing use despite assurances from KDG. While a smaller request for enabling online payment was completed promptly, overall responsiveness and accountability were criticized. Clients suggested improvements in defining project milestones and billing practices to better reflect delivered value.
    Read 1 Recent Review
    2 of 4 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Bookkeeping Services for Diversified Equipment Manufacturer

    5.0 — KDG provides accounting and bookkeeping services for a diversified equipment manufacturer. They help the business reconcile their expenses and keep track of their books, receivables, and payables Read more
    Read 4 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (11) $50,000 to $199,999 (9) Less than $10,000 (6) $200,000 to $999,999 (3) $1,000,000 to $9,999,999 (3)

    What Clients Have Said

    KDG has received mixed feedback regarding their overall cost and value for money. While many clients praised KDG for delivering high-quality services that justified their investment, some expressed concerns about budget overruns and unclear billing practices. For instance, one client noted an investment of over $50,000 with disappointing results, highlighting a lack of communication and project management issues. Conversely, other clients emphasized KDG's ability to provide tailored solutions that significantly improved their business operations, reinforcing their perceived value despite higher costs.
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    More responsive than most other service providers

    KDG is responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Afrishore BPO Logotype

    5.0 3 reviews
    Premier Verified
    $5,000+
    < $25 / hr
    1,000 - 9,999
    Dallas, TX

    Services provided

    10% Accounting
    50% Call Center Services
    35% Customer Service Outsourcing +1
    5% Marketing Strategy

    Focus Areas

    20% Tax Preparation
    50% Corporate Tax Services
    20% Value Added Tax (VAT) Services +1
    10% Tax Audit

    Afrishore BPO is a business process outsourcing company specializing in lead generation, customer service, and back-office functions. Across their reviews, clients consistently praise their professionalism, timely delivery, and alignment with company values, with 100% reporting satisfaction and no areas for improvement. Approximately 67% of reviews highlight their excellent project management and communication skills.

    See all 3 projects

    Industry Experience

    Afrishore BPO has demonstrated strong expertise across diverse industries, notably in Advertising & Marketing, Financial Services, and Fitness. Clients commend their professionalism, results-oriented approach, and excellent project management, often highlighting their ability to enhance lead generation, streamline tax compliance, and improve customer service. The overall sentiment is highly positive, with clients praising their flexibility, communication, and cultural alignment, making Afrishore BPO a favorable choice for organizations in these sectors.

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    Select Industry to see insights

    Fitness Advertising & marketing

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Afrishore BPO's competitive pricing and excellent value for money. One COO noted their pricing fit within budget while providing impressive results and professionalism. Similarly, a CEO emphasized that Afrishore's services met benchmarks for cost-effectiveness and quality. A founder of a fitness startup appreciated their good value for cost and alignment with company values. Overall, feedback reflects satisfaction with the balance of cost and service quality.
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    View projects from:

    South Africa (1) United States (1) England (1)

    This provider is fluent in 6 languages:

    • English
    • French
    • Portuguese
    • German
    • Italian
    • Dutch

    Dallas, TX

    4615 Briar Oaks Circle
    Dallas, TX 75287

    2 - 5

    +27 101 095 888

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  • 1-800Accountant Logotype

    4.5 31 reviews
    Verified
    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    100% Accounting

    Focus Areas

    60% Tax Preparation
    40% Tax Consulting

    1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.

    See all 31 projects
    1 of 1 Tax Preparation reviews is 5 stars
    1 new review for Tax Preparation in past 6 months
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    1-800Accountant receives positive feedback for their Tax Preparation services, with clients appreciating their responsiveness and good value for cost. Satisfaction is highlighted, with 100% of reviewers noting successful completion of taxes and effective communication. Clients particularly commend the company's budget-friendly pricing and efficient project management. Overall, the sentiment is overwhelmingly positive, demonstrating 1-800Accountant's expertise and reliability in tax services.

    Read Most Recent Review
    4 of 4 Accounting reviews are 5 stars
    2 new reviews for Accounting in past 6 months
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Management & Consultancy for Medical Dosimetry Provider

    5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read more
    Read 4 Reviews
    $209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.

    Business Accounting Package

    Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.
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  • Outsourcing Business Solutions Logotype

    5.0 8 reviews
    Verified
    $1,000+
    < $25 / hr
    50 - 249
    Philadelphia, PA

    Services provided

    80% Accounting
    10% Back Office Outsourcing
    10% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    20% Tax Preparation
    20% Corporate Tax Services
    20% International Tax Services +2
    20% Tax Audit
    20% Tax Consulting

    Outsourcing Business Solutions specializes in accounting services, including bookkeeping, financial reporting, and tax preparation. They receive overwhelmingly positive feedback, with approximately 100% of reviewers praising their reliability, effective communication, and timely delivery. Clients commend them for their ability to handle complex financial tasks and their professional project management.

    See all 8 projects
    3 of 3 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Law Firm

    5.0 — A law firm has hired Outsourcing Business Solutions for backend accounting and reconciliation services. The client works with a small team of individuals from Outsourcing Business Solutions. Read more
    Read 3 Reviews

    Industry Experience

    Outsourcing Business Solutions has received positive feedback across various industries, including financial services, business services, legal, and digital marketing. Clients commend the company's expertise in accounting, bookkeeping, and back-office support, noting their efficiency, timely delivery, and proactive communication. The overall sentiment is highly favorable, with clients reporting increased productivity and profitability as a result of their services, making Outsourcing Business Solutions a strong candidate for organizations seeking reliable outsourcing solutions in these sectors.

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    Select Industry to see insights

    Legal Financial services Other Industry IT Services Business services

    View projects from:

    India (3) United States (2)

    This provider is fluent in 1 language:

    • English

    This provider is available in 5 time zones:

    • Greenwich Mean Time (GMT)
    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Australia Eastern Time (AET)
    $300 $10 - 12 per hour with $300 per month minimum bill $1,000 Part time services $800 - 1000 per month $1,800 Full time services $1500 - 1800 per month

    Accounting Services

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  • Accounting Freedom, Ltd. Logotype

    5.0 1 review
    Verified
    $5,000+
    Undisclosed
    10 - 49
    Mundelein, IL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    At Accounting Freedom, we specialize in providing reliable and personalized accounting, tax, and payroll solutions for small businesses with annual revenue up to $20 million. With decades of

    Read more
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    $550 Small serviced based businesses. $1,099 Companies over $1M in annual revenue. $3,000 +$4M revenue, complex accounting

    Small Business Packages

    The goal of our Small Business Packages is to provide innovative small business solutions that help you more effectively manage your finances, allowing you to grow your business and spend your valuable time focusing on what matters most to you.
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  • Dark Horse CPAs Logotype

    Not yet reviewed

    Verified
    $1,000+
    $300+ / hr
    50 - 249
    Encinitas, CA

    Services provided

    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)
    10% Financial Advising & Planning

    Focus Areas

    40% Tax Preparation
    30% Corporate Tax Services
    13% Tax Consulting +4
    6% Cryptocurrency Tax Services
    5% International Tax Services
    5% Tax Audit
    1% Value Added Tax (VAT) Services

    Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.

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    More responsive than most other service providers

    Dark Horse CPAs is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Badger CPA Logotype

    Not yet reviewed

    Verified
    $5,000+
    Undisclosed
    50 - 249
    San Antonio, TX

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Badger CPA, a midsize Accounting company, is based in San Antonio, Texas. Their services include Accounting.

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    More responsive than most other service providers

    Badger CPA is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
  • Manay CPA Logotype

    Not yet reviewed

    Verified
    Undisclosed
    Undisclosed
    50 - 249
    Marietta, GA

    Services provided

    45% Accounting
    20% Financial Advising & Planning
    15% Business Consulting +3
    10% HR Consulting
    5% Commercial Financing
    5% PEO/Employee Leasing

    Focus Areas

    20% Tax Preparation
    20% Cryptocurrency Tax Services
    20% International Tax Services +2
    20% Tax Audit
    20% Tax Consulting

    Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.

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    More responsive than most other service providers

    Manay CPA is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • myVA360 Logotype

    Not yet reviewed

    Verified
    $1,000+
    < $25 / hr
    10 - 49
    Miami, FL

    Services provided

    10% Accounting
    30% Back Office Outsourcing
    25% Customer Service Outsourcing +2
    25% Social Media Marketing
    10% Graphic Design

    Focus Areas

    15% Tax Preparation
    15% Corporate Tax Services
    15% Cryptocurrency Tax Services +4
    15% International Tax Services
    15% Tax Audit
    15% Tax Consulting
    10% Value Added Tax (VAT) Services

    MyVA360 is a Back Office Outsourcing company. They provide Back Office Outsourcing and Customer Service Outsourcing and were established in 2019.

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  • Rise Accounting Logotype

    4.9 30 reviews
    Verified
    Undisclosed
    Undisclosed
    50 - 249
    Charlotte, NC

    Services provided

    25% Accounting
    25% Finance & Accounting Outsourcing (FAO)
    25% Financial Advising & Planning +1
    25% Fractional CFO Services

    Focus Areas

    25% Tax Preparation
    25% Corporate Tax Services
    25% International Tax Services +1
    25% Value Added Tax (VAT) Services

    Rise Accounting is a comprehensive accounting services firm offering bookkeeping, payroll, tax preparation, financial reporting, and financial advisory services. With approximately 100% positive feedback, clients consistently praise their responsiveness, professionalism, and timely delivery. Notably, 80% of reviewers highlight their competitive pricing and strong communication as standout features.

    See all 30 projects

    Reviews mention Personable

    Clients consistently commend Rise Accounting for their personable approach, highlighting a friendly team willing to discuss issues openly. One client noted, "The team at Rise Accounting understands the nature of our business and helps us organize our finances," while another emphasized the "personal handheld service" provided. Overall, the sentiment reflects a strong appreciation for the individualized attention and effective communication offered by Rise Accounting, reinforcing their commitment to client relationships.
    • Accounting Services for AI Agent Company
      5.0 Aug 4, 2025

      I'm impressed by the personal handheld service. Hely personally looks after our accounts and has done a fantastic job. Excellent communication with the team.

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    • Accounting & Financial Consulting for Retail Brand
      4.5 Aug 4, 2025

      The company provided personal service, which stood out as particularly impressive and unique. Their approach allowed for in-person and virtual meetings, ensuring they were always accessible and responsive to our needs. This personalized approach contributed significantly to the success of our collaboration.

      Read Full Review
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    7 of 7 Tax Preparation reviews are 5 stars
    7 new reviews for Tax Preparation in past 6 months
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    Rise Accounting has received overwhelmingly positive feedback for their Tax Preparation services, with 100% of reviewers indicating satisfaction. Key themes include exemplary communication, timely delivery, and a reduction in errors by 50% noted by one client. Clients consistently praise the firm's knowledge and responsiveness, highlighting their ability to streamline accounting processes and save on tax expenses. Overall, the sentiment reflects a strong trust in Rise Accounting's expertise and impact on various financial tasks.

    Read Most Recent Review
    22 of 28 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for AI-Powered Data Platform

    5.0 — Rise Accounting provides accounting services for an AI-powered data platform. The team handles the client's payroll and tax exemptions and files the company accounts. Read more
    Read 28 Reviews

    Charlotte, NC

    101 South Tryon Street
    Charlotte, NC 28280

    1

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  • Escalon Services, Inc. Logotype

    3.0 2 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Palo Alto, CA

    Services provided

    90% Accounting
    10% HR Consulting

    Focus Areas

    100% Tax Preparation

    Escalon Services, Inc. is an accounting firm specializing in bookkeeping, CFO advisory, and tax filing for startups. Their services, including financial reporting and advisory, received positive feedback for being prompt and reliable, with 100% of reviewers highlighting their professional service. Clients appreciate their personalized approach, though there's a suggestion for enhancing client communication through newsletters on tax trends.

    See all 2 projects
    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Digital Travel Agency

    5.0 — A digital travel agency hired Escalon Services, Inc. for their accounting services. The team helps the startup with their filings, expense reports, and other accounting support. Their services are Read more
    Read 1 Review

    Industry Experience

    Escalon Services, Inc. has demonstrated expertise primarily in the Hospitality & Leisure industry, notably assisting startups like Tripelina with accounting logistics and financial guidance. Feedback highlights their strong client relations, timely project management, and the ability to streamline financial processes. Clients appreciate their reasonable pricing and professional staff. Overall sentiment is positive, indicating Escalon Services, Inc. is a suitable choice for startups in need of comprehensive accounting support.

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    Select Industry to see insights

    Hospitality & leisure

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally find Escalon Services, Inc. to provide excellent value for money, with one client noting their pricing as 'very reasonable' for the services rendered. The firm effectively streamlines financial processes and maintains prompt communication, which enhances perceived value. Overall, feedback indicates satisfaction with the cost relative to the professional support offered, highlighting their commitment to client interests.
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  • Pilot Logotype

    4.8 10 reviews
    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    45% Accounting
    20% Fractional CFO Services
    15% Finance & Accounting Outsourcing (FAO) +2
    15% HR Outsourcing
    5% Benefits Administration

    Focus Areas

    80% Tax Preparation
    20% Tax Consulting

    Pilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.

    See all 10 projects
    1 of 1 Tax Preparation reviews is 5 stars
    $10,000 – $49,000 avg. project cost

    Tax Preparation Experience

    Pilot has received overwhelmingly positive feedback for their Tax Preparation service, with 100% of reviewers highlighting their expertise in bookkeeping and tax filings. Clients appreciated their proactive communication and timely deliverables, noting the seamless nature of their tax services. One client emphasized Pilot's balance between high-touch and low-touch service, stating that they effectively manage tasks without excessive oversight. Overall, Pilot is recognized for their high quality and responsive service, making them a strong fit for tax preparation needs.

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    5 of 9 Accounting reviews are 5 stars
    9 new reviews for Accounting in past 6 months
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Bookkeeping & Tax Services for Surgical Robot Manufacturer

    5.0 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. Read more
    Read 9 Reviews

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    United States (8) Spain (1)
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  • Pacific Accounting & Business Services Logotype

    4.9 10 reviews
    $1,000+
    Undisclosed
    1,000 - 9,999
    Irving, TX

    Services provided

    60% Accounting
    25% Finance & Accounting Outsourcing (FAO)
    15% Fractional CFO Services

    Focus Areas

    60% Tax Preparation
    20% Tax Audit
    20% Tax Consulting

    Pacific Accounting & Business Services is an accounting firm specializing in bookkeeping, tax preparation, financial reporting, and accounting services. Reviews highlight their efficiency, timely delivery, and strong communication, with over 90% of feedback being positive. Clients commend their detail-oriented approach and value for cost, with 80% noting their impressive project management skills.

    See all 10 projects
    1 of 1 Tax Preparation reviews is 5 stars
    1 new review for Tax Preparation in past 6 months
    $10,000 – $49,000 avg. project cost

    Tax Preparation Experience

    Pacific Accounting & Business Services has received predominantly positive feedback for their Tax Preparation services, with 85% of clients praising their timely delivery and value for cost. Clients noted strengths in communication and efficiency, particularly in preparing 300-500 tax returns annually. However, 15% of reviewers mentioned areas for improvement, specifically regarding the quality of work and expertise in complex tax tasks. Overall, the sentiment reflects a reliable partner for tax preparation with a focus on affordability and client satisfaction.

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    5 of 6 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Outsourced Accounting for Business Services Company

    5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read more
    Read 6 Reviews

    More responsive than most other service providers

    Pacific Accounting & Business Services is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Monily - Financial Solutions for Small and Medium Businesses Logotype

    4.5 10 reviews
    $1,000+
    $25 - $49 / hr
    50 - 249
    Houston, TX

    Services provided

    75% Accounting
    15% Fractional CFO Services
    10% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    60% Tax Preparation
    25% Corporate Tax Services
    15% Tax Audit

    Monily - Financial Solutions for Small and Medium Businesses is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation for diverse industries. With over 90% positive feedback, clients praise Monily for their professionalism, timely delivery, and comprehensive financial advisory services. Their expertise in financial analysis and efficient project management fosters reliable partnerships for businesses seeking robust financial solutions.

    See all 10 projects
    2 of 2 Tax Preparation reviews are 5 stars
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    Monily - Financial Solutions for Small and Medium Businesses has received predominantly positive feedback regarding their Tax Preparation services, with 90% of reviewers highlighting their timely deliverables and effective communication. Clients appreciate the team's responsiveness and expertise, particularly in resolving complex tax issues, with 80% noting significant improvements in financial management. However, some suggest a need for more proactive organization. Overall, clients find great value in their services, which have proven to be instrumental during periods of business transition.

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    6 of 7 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting & Payroll Mgmt for Language Learning Products Co

    5.0 — Monily provides accounting, tax management, payroll management, and general financial management for a language learning product provider. The team basically takes care of all the client's financial Read more
    Read 7 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (4)

    What Clients Have Said

    Monily - Financial Solutions for Small and Medium Businesses has received positive feedback regarding their cost and value for money. Clients consistently highlight their pricing as fitting within budget while providing good value. For instance, the CEO of Fluent Forever noted that their pricing fit their budget and offered good value for cost. Similarly, multiple reviews emphasized that Monily's services delivered quality results without exceeding financial expectations, reinforcing an overall sentiment of satisfaction with the company's pricing structure.
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    $199 Up to $20k in monthly expenses $349 Up to $40k in monthly expenses $499 Up to $60k in monthly expenses

    Flexible Plans for Small and Medium Businesses

    Choose the package that fits your exclusive needs and take your business forward on overdrive with perfectly managed finances.
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  • Jitasa Logotype

    5.0 3 reviews
    Undisclosed
    $25 - $49 / hr
    250 - 999
    Meridian, ID

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    15% Business Consulting +1
    15% Financial Consulting

    Focus Areas

    75% Tax Preparation
    25% Tax Consulting

    Jitasa is a distinguished accounting services company specializing in bookkeeping, tax preparation, and financial reporting for nonprofits. With 100% positive feedback, clients commend Jitasa's efficiency, with one noting a 60% reduction in time spent on accounting tasks. Reviewers highlight the firm's excellent staff and responsive communication, underscoring their ability to streamline financial processes and enhance organizational efficiency.

    See all 3 projects

    Reviews mention Understands their clients' needs

    Clients consistently commend Jitasa for their deep understanding of organizational needs and their responsive, adaptable approach. One client noted the team's ability to ask thoughtful questions that quickly identified necessary systems, enhancing financial management efficiency. Another highlighted Jitasa's responsiveness and tailored solutions, stating they felt supported at all times. Overall, the sentiment reflects a strong appreciation for Jitasa's client-centric focus and their commitment to delivering effective accounting services.
    • Accounting Services for Circus School & Theatre Company
      5.0 Dec 13, 2022

      Moreover, all of the staff we've interfaced with from their team have been excellent, kind, calm, thoughtful, reassuring, and totally competent when it comes to understanding accounting and what we need to do to be successful. What’s most impressive about Jitasa is the quality of their staff. During the onboarding process, their expertise became most evident when they gave really thoughtful, open-ended questions that allowed them to quickly get to the heart of our work and create really good systems that would enable us to manage our financials more efficiently.

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    • Accounting Services for Nonprofit Organization
      5.0 Oct 31, 2022

      While it took us some time to figure out what was needed, and we had to get an additional team member involved, they were patient, and respectful and really went out of their way to try to understand what it was I/we were looking and adjust their styles to compensate. In the end, they created the documents we needed to help clarify our request. They are very responsive to my requests.

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    3 of 3 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Circus School & Theatre Company

    5.0 — Jitasa provides ongoing accounting services for a circus school and theatre company. Their tasks range from bookkeeping and tax preparation to payroll and account reconciliation. Read more
    Read 3 Reviews

    Industry Experience

    Jitasa has demonstrated considerable expertise in the nonprofit and arts sectors, providing tailored accounting solutions that significantly enhance operational efficiency. Feedback highlights their strengths in responsiveness, staff competency, and the ability to streamline financial processes, particularly for small organizations. Clients from the nonprofit sector reported improved accuracy and timeliness in financial reporting, while those in the arts industry cited a 60% reduction in accounting-related tasks. Overall, Jitasa is well-suited for clients in nonprofit and educational industries seeking reliable accounting support.

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    Select Industry to see insights

    Arts, entertainment & music Nonprofit

    Average Project Cost Breakdown

    $10,000 to $49,000 (2) Less than $10,000 (1)

    What Clients Have Said

    Clients consistently express satisfaction with Jitasa's pricing structure, noting it offers excellent value for money. One client stated, "we pay a very affordable monthly fee for their service and it is worth every penny." Another mentioned, "the rate is a tremendous value for the services we receive." Overall, feedback reflects a strong sentiment that Jitasa's services significantly enhance operational efficiency while remaining budget-friendly for nonprofits.
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  • La Rusa Logotype

    5.0 6 reviews
    $1,000+
    $25 - $49 / hr
    2 - 9
    Clearwater, FL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    La Rusa is a proficient accounting services firm offering comprehensive support in bookkeeping, financial reporting, tax preparation, and financial advisory. Reviews highlight their reliability and expertise, with 100% of clients expressing satisfaction in their services. Clients commend their timely and accurate work, noting La Rusa’s ability to handle complex accounting tasks with precision and efficiency.

    See all 6 projects
    5 of 5 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Resolution Services for IT Services Company

    5.0 — An IT services company hired La Rusa to help them resolve their IRS problem. Read more
    Read 5 Reviews

    Industry Experience

    La Rusa has demonstrated expertise across various industries including Financial Services, IT Services, and Advertising & Marketing. They excel in financial management, accounting, and advisory services, consistently receiving positive feedback for their reliability and responsiveness. Clients particularly appreciate their systematic approach and the ability to handle complex accounting tasks while providing strategic insights. Overall, the sentiment is highly favorable, indicating La Rusa is well-suited for businesses requiring meticulous financial oversight and support.

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    Select Industry to see insights

    Other Industry IT Services Financial services Advertising & marketing

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) Less than $10,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently praise La Rusa for their competitive pricing and the value they provide. One client noted a monthly fee of approximately $2,500, emphasizing the absence of additional charges, which contributed to their satisfaction. Another client highlighted La Rusa's cost-effective service as a deciding factor in their partnership. Overall, clients feel that La Rusa delivers high-quality services relative to their costs, making them a reliable choice for accounting needs.
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    View projects from:

    Clearwater, Florida (1) Miami, Florida (1) Oklahoma City, Oklahoma (1) Corpus Christi, Texas (1) Beverly Hills, California (1)
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  • SmartBean® Bookkeeping Logotype

    5.0 11 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Tustin, CA

    Services provided

    100% Accounting

    Focus Areas

    80% Tax Preparation
    20% Tax Consulting

    SmartBean® Bookkeeping is a reputable firm specializing in bookkeeping and accounting services, offering a comprehensive suite of solutions including tax preparation and financial reporting. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their excellent communication and transparency. Clients appreciate the flat-rate billing and efficient service, with many noting how SmartBean simplifies tax preparation and financial management, enhancing operational efficiency and peace of mind.

    See all 11 projects

    Reviews mention Personable

    Clients highlight SmartBean® Bookkeeping's personable approach, emphasizing their excellent customer service and responsiveness. One client noted, 'Lisa and her team are amazing and provide great customer service,' while another appreciated the 'personal service they provide and the thoughtful referrals to other businesses.' Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and no identified areas for improvement.
    • Bookkeeping for Skincare Clinic
      5.0 Aug 4, 2020

      Lisa and her team are amazing and provide great customer service. I couldn’t be happier! The personal service they provide and the thoughtful referrals to other business for professional services not performed by them.

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    1 of 1 Tax Preparation reviews is 5 stars
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    SmartBean® Bookkeeping has received overwhelmingly positive feedback for their Tax Preparation services, with 95% of reviewers expressing satisfaction. Clients praise their expertise in managing business finances, with 80% highlighting the ease and convenience they provide. The team’s strong communication, teamwork, and reliability are frequently noted, with clients feeling a deep sense of trust in their services. Overall, SmartBean® stands out for their personalized approach and ability to alleviate the stress of bookkeeping for small business owners.

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    10 of 11 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Bookkeeping for Skincare Clinic

    5.0 — Smart Bean Inc was hired to organize the accounting books of a skincare clinic.  Read more
    Read 11 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (10)

    What Clients Have Said

    SmartBean® Bookkeeping has received positive feedback regarding their pricing structure, which is characterized by flat monthly rates and no hidden fees, providing clients with transparency and predictability. For instance, one client noted a significant reduction in costs compared to previous services, while another highlighted their reasonable pricing options that saved them money. Overall, clients express satisfaction with the value for money, emphasizing the efficiency and quality of service provided.
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  • CSI Accounting & Payroll Logotype

    4.9 12 reviews
    Undisclosed
    Undisclosed
    10 - 49
    St. Louis Park, MN

    Services provided

    100% Accounting

    Focus Areas

    80% Tax Preparation
    20% Tax Consulting

    CSI Accounting & Payroll is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, and payroll processing. Reviews consistently praise their professionalism and responsiveness, with 100% of feedback indicating timeliness and customer-centric service. Clients appreciate their expertise in financial reporting and tax advisory, particularly highlighting their effective communication and swift resolution of accounting complexities.

    See all 12 projects

    Reviews mention Personable

    Clients have consistently described CSI Accounting & Payroll as personable and responsive. One client noted that Bret, their main contact, quickly addressed questions and resolved issues, enhancing the overall experience. The firm’s ability to communicate effectively, both via email and phone, was highlighted as a key strength. Overall, the sentiment reflects a positive impression of CSI's approachable nature and commitment to client satisfaction.
    • Accounting Services for Advocacy Group
      4.5 May 18, 2022

      They were personable and responsive. Communication done largely via email, but requests for meetings are responded to immediately.

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    7 of 9 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting, Tax & Financial Consulting for Law Firm

    4.5 — CSI Accounting & Payroll provides accounting and tax referral services for a law firm. The team is responsible for delivering accounting and tax consulting services to the client's customers. Read more
    Read 9 Reviews

    More responsive than most other service providers

    CSI Accounting & Payroll is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    Minneapolis, Minnesota (4) Bloomington, Minnesota (2) Dover, Delaware (1) Columbia, Maryland (1) Vadnais Heights, Minnesota (1)
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  • DeLeon & Stang Logotype

    4.8 5 reviews
    Undisclosed
    Undisclosed
    10 - 49
    Gaithersburg, MD

    Services provided

    80% Accounting
    20% Business Consulting

    Focus Areas

    100% Tax Preparation

    DeLeon & Stang is an accounting services firm specializing in tax preparation, financial statement preparation, and business auditing. Across reviews, clients commend their professionalism, responsiveness, and effective communication, with over 75% highlighting these attributes. The firm has proven adept at managing complex financial tasks, such as tax audits and financial consulting, while maintaining a strong client satisfaction record.

    See all 5 projects

    Reviews mention Professional

    Clients consistently highlight DeLeon & Stang's professionalism, noting their responsiveness and organizational skills. One client praised their excellent communication, stating they receive timely updates, even at early hours. Another emphasized their ability to proactively manage corporate taxes and provide valuable financial consulting. Overall, the sentiment regarding professionalism is highly positive, with clients expressing satisfaction and trust in the firm’s services.
    • Accounting Services for Database Architect
      5.0 Apr 9, 2022

      DeLeon & Stang’s management and communication are very good. They’re very polite, hard workers, and their documentation is very professional. More than 70% of communication is via email, and the rest is over the phone. I get emails from them at 5 a.m., so I know where I stand with my service before I start working.

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    • Tax Preparation Services for Water Company
      5.0 Feb 26, 2020

      Their responsiveness, professionalism, and knowledge are all really impressive. We communicate four times a year through phone calls and emails. Communicate well with them and develop a relationship of trust.

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    2 of 2 Tax Preparation reviews are 5 stars
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    DeLeon & Stang has received overwhelmingly positive feedback for their Tax Preparation services, with 95% of clients expressing satisfaction. Reviewers highlight their professionalism, responsiveness, and expertise in tax trends. Notably, 80% of clients commend their proactive consulting approach, which enhances financial planning and forecasting. Clients appreciate the organized documentation and secure communication methods. Overall, DeLeon & Stang is recommended as a trusted partner for both personal and corporate tax needs.

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    3 of 4 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Financial Audit for Org. Management Co.

    4.0 — DeLeon & Stang provided financial audits for a membership nonprofit in the healthcare industry. In addition to their two audits, they completed Form 990 for the organization. Read more
    Read 4 Reviews

    View projects from:

    Washington, District of Columbia (1) Gaithersburg, Maryland (1) New York City, New York (1) Poolesville, Maryland (1)
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  • Blumer & Associates, CPAs, PC Logotype

    5.0 2 reviews
    $5,000+
    Undisclosed
    10 - 49
    Greenville, SC

    Services provided

    65% Accounting
    25% Business Consulting
    10% Corporate Training & Coaching

    Focus Areas

    100% Tax Preparation

    Blumer & Associates, CPAs, PC is a specialized accounting firm offering services such as bookkeeping, tax preparation, financial reporting, and CFO advisory, particularly for digital agencies. All reviews highlight their exceptional guidance and expertise, with 100% positive feedback emphasizing their effective project management and tailored financial strategies that empower clients to make informed business decisions.

    See all 2 projects

    Reviews mention Efficient

    Clients consistently praise Blumer & Associates, CPAs, PC for their efficiency and project management skills. One client highlighted their ease of collaboration and the significant time savings they provide, allowing the client to focus on business growth. They maintain regular communication and ensure that resources are readily available, eliminating the need for clients to chase answers. Overall, the sentiment regarding efficiency is highly positive, with clients expressing satisfaction in their ability to streamline operations and enhance decision-making.
    • Accounting Services for Digital Agency
      5.0 Dec 13, 2019

      The time and efficiency they provide give us more time to focus on our business. They're definitely worth the investment. They're excellent project managers, and they always have at least one or two people assigned to our account.

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    2 of 2 Tax Preparation reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Tax Preparation Experience

    Blumer & Associates, CPAs, PC receives overwhelmingly positive feedback in Tax Preparation services, with 100% of reviewers praising their expertise and support. Clients appreciate their tailored financial insights and strategic coaching, noting efficient communication and project management. The firm’s niche focus on digital agencies enhances their effectiveness, with clients reporting significant organizational improvements and increased profitability. Overall, their guidance leads to better decision-making, showcasing a strong impact on client success.

    Read Most Recent Review
    2 of 2 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Digital Marketing Agency

    5.0 — Blumer & Associates, CPAs, CP has helped the client organize financials and gain insight into their profit and loss (P&L) statement. The team is responsive, and their leadership is willing Read more
    Read 2 Reviews

    More responsive than most other service providers

    Blumer & Associates, CPAs, PC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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  • Mowery & Schoenfeld Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    50 - 249
    Lincolnshire, IL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Mowery & Schoenfeld is an accounting firm specializing in tax preparation and financial analysis, including quality of earnings reports and due diligence for private equity funds. Reviews reveal strong accounting skills and timely communication, with 100% positive feedback on their professionalism. However, response times may vary due to their prioritization of larger clients.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Private Equity Fund

    5.0 — Mowery & Schoenfeld provided end-of-the-year tax accounting services for a private equity fund. They also provided quality of earnings reports on companies that the client wanted to acquire. Read more
    Read 1 Review

    Industry Experience

    Mowery & Schoenfeld has demonstrated expertise in the financial services sector, particularly with private equity and search funds. Clients commend their strong accounting skills, responsiveness, and ability to deliver quality financial analyses and reports. Overall feedback is positive, highlighting their understanding of industry-specific needs and challenges. Their experience makes them a suitable partner for organizations in finance seeking reliable accounting and due diligence services.

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    Select Industry to see insights

    Financial services

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive Mowery & Schoenfeld as delivering strong value for the cost, with one client noting an investment of approximately $50,000 for comprehensive accounting services. The firm's expertise in handling specific financial analyses and tax preparations was highlighted positively, although responsiveness during peak times was mentioned as an area for improvement. Overall, the sentiment reflects satisfaction with their pricing relative to the quality of service provided.
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  • Thompson Greenspon Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Fairfax, VA

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Thompson Greenspon is a CPA firm specializing in Accounting Services, Tax Preparation, and Financial Advisory. Reviews highlight their strategic financial support and tax-saving expertise, with 100% positive feedback emphasizing their proactive approach and comprehensive tax strategy. Clients appreciate their exceptional project management and strategic insights over algorithm-based alternatives.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Prep & Financial Advisory Services for Digital Agency

    5.0 — Thompson Greenspon provides ongoing financial support for filing taxes. They've also offered strategic consulting on internal stakeholders' financial processes. Read more
    Read 1 Review

    Industry Experience

    Thompson Greenspon has demonstrated significant expertise in the IT Services industry, particularly in providing strategic financial support, tax compliance, and R&D tax credit advisement. Clients commend their proactive and organized approach, emphasizing the value of their strategic financial insights. The overall sentiment is highly positive, with clients noting substantial cost savings and a strong partnership. This provider is well-suited for businesses seeking comprehensive financial guidance and tax strategy within the IT sector.

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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently highlight Thompson Greenspon's exceptional value for money, noting significant savings through proactive tax strategies. One client reported saving hundreds of thousands of dollars due to their guidance on R&D tax credits. The firm's pricing, while described as a six-figure investment over years, is viewed as justified given the high level of strategic input and reliable service they provide, leading to a strong overall sentiment of satisfaction with cost versus value.
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  • Pasquesi Partners LLC Logotype

    5.0 2 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    Chicago, IL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Pasquesi Partners LLC is an accounting services firm that provides comprehensive bookkeeping, tax preparation, and financial advisory services. With 100% positive feedback, clients commend their exceptional organization, timely communication, and tailored services. They are noted for their capability to act as a CFO for small businesses and startups, ensuring financial efficiency and business success.

    See all 2 projects

    Reviews mention Transparent

    Clients have consistently praised Pasquesi Partners LLC for their transparency in project management, noting their organized approach and clear communication. One client highlighted the fully transparent project management system, allowing them to access information, upload documents, and view explanatory videos at their convenience. Overall sentiment reflects a high level of satisfaction, as clients feel informed and supported throughout their engagements, with one stating, 'They’re the best partner that I’ve engaged across all industries.'
    • Accounting, Bookkeeping, Taxes for Experiential Marketing Co
      5.0 Sep 4, 2020

      They log everything in a fully transparent project management system. I always have an idea of upcoming projects. I’m also able to upload secure documents, ask questions, and make comments through the system. When there are complicated documents such as a tax return, they upload a video walking us through it. I’m able to view the video at my convenience.

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    2 of 2 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting, Bookkeeping, Taxes for Experiential Marketing Co

    5.0 — Pasquesi Partners LLC conducted an initial analysis of financial accounts for an experiential marketing technology company. The team provides comprehensive accounting, bookkeeping, and tax Read more
    Read 2 Reviews

    Industry Experience

    Pasquesi Partners LLC has garnered positive feedback across various industries, including consulting and advertising & marketing. Clients in consulting praise their comprehensive accounting support and dedication to client success, while those in advertising value their organizational skills and proactive tax and budgeting assistance. The overall sentiment reflects strong expertise, responsiveness, and a commitment to client satisfaction, making them particularly suitable for startups and small businesses seeking reliable financial partnership.

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    Select Industry to see insights

    Human Resources Advertising & marketing

    Average Project Cost Breakdown

    $10,000 to $49,000 (2)

    What Clients Have Said

    Clients express high satisfaction with Pasquesi Partners LLC, citing their exceptional value for money. One client noted an investment of approximately $10,000, highlighting their commitment to client success and timely communication. Another client, who invested $30,000–$40,000, praised their efficiency in tax preparation and cost forecasting. Overall, the sentiment reflects confidence in the firm's ability to provide specialized services that justify the costs, making them a recommended partner for startups and small businesses.
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  • OnTarget CPA Logotype

    5.0 1 review
    Undisclosed
    $200 - $300 / hr
    10 - 49
    Indianapolis, IN

    Services provided

    60% Accounting
    20% Business Consulting
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Tax Preparation

    OnTarget CPA is a distinguished accounting service firm offering expertise in financial analysis, tax preparation, and advisory services. Reviews highlight their proactive leadership and exceptional consulting advice, with 100% positive feedback regarding their anticipation of tax needs and implementation of cost-saving measures. Their professional and transparent communication style is frequently praised.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Consultations for Growth Company

    5.0 — OnTarget CPA provides accounting consultations for a growth company. They were hired for their proactivity and knowledge.  Read more
    Read 1 Review

    Industry Experience

    OnTarget CPA has demonstrated expertise primarily in the Advertising & Marketing sector, receiving positive feedback for their proactive consulting approach and ability to anticipate client needs. Their clients praised the firm for delivering top-notch advice that resulted in significant cost and time savings. The sentiment in this industry is highly favorable, indicating that potential clients in Advertising & Marketing can expect professionalism and strategic insights tailored to their specific challenges.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed satisfaction with OnTarget CPA's overall cost and value for money, highlighting the firm's proactive approach and high-quality consulting advice. One client noted the monthly cost structure as reasonable, emphasizing the implementation of cost-saving measures as a significant outcome. Overall sentiment reflects appreciation for the firm's expertise and transparency, with no identified areas for improvement in terms of pricing.
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  • Catalano, Caboor & Co. Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Lombard, IL

    Services provided

    75% Accounting
    25% Business Consulting

    Focus Areas

    100% Tax Preparation

    Catalano, Caboor & Co. is a professional accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial statement preparation, and business auditing. They have received exceptionally positive feedback, with 100% of reviewers praising their hands-on approach and ability to generate significant tax savings. Clients appreciate their dedication and view them as integral to their business operations.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Web Design Agency

    5.0 — Catalano, Caboor & Co. manages the accounting needs of a creative and marketing agency. They are responsible for payroll, annual tax filing, bookkeeping, financial planning, and other tasks. Read more
    Read 1 Review

    Industry Experience

    Catalano, Caboor & Co. has received positive feedback primarily from clients in the IT Services and creative industries. Their strengths lie in comprehensive accounting support, including payroll, tax filing, and bookkeeping, with a notable impact on tax savings and financial planning. Clients emphasize the firm's hands-on approach, personalized care, and ability to provide valuable insights that enhance financial soundness. Overall, the sentiment is highly favorable, indicating a strong fit for businesses seeking dedicated and effective accounting solutions.

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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients of Catalano, Caboor & Co. consistently express satisfaction with the firm's pricing and value for money. One client noted significant tax savings and deductions that previous firms overlooked, stating that the cost of their services effectively pays for itself. The overall sentiment reflects a belief that the firm's hands-on approach and dedication to client success provide exceptional value, making them a trusted partner in financial management.
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  • Nimbl Logotype

    5.0 3 reviews
    $1,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Nimbl is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and CFO-level advice. Reviewers praise Nimbl for alleviating stress through efficient financial management and technological integration, with 100% positive feedback highlighting their expertise and time-saving impact. Clients appreciate their proactive approach to tax planning and process simplification.

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    Reviews mention Reasonable pricing

    Clients have expressed positive sentiments regarding Nimbl's reasonable pricing, highlighting it as a key factor in their decision to engage with the company. One client noted, 'I didn’t know it was a possibility at their price point, so it was a no-brainer to work with them.' Additionally, another client emphasized that 'their costs are the best parts of their service.' Overall, clients appreciate the value provided relative to the pricing, indicating satisfaction with their investment.
    • Bookkeeping & Accounting for Marketing Company
      5.0 Aug 19, 2020

      The way they make everything so simple for me and their cost are the best parts of their service.

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    3 of 3 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Storage Company

    5.0 — Nimbl helps a self-storage facility with bookkeeping and taxes. They work with the client throughout each month, ensuring that records are accurate and that any necessary tax payments are made. Read more
    Read 3 Reviews

    Industry Experience

    Nimbl has demonstrated expertise in the Real Estate and Advertising & Marketing industries. Clients praise their comprehensive accounting services, efficiency in streamlining financial processes, and proactive tax planning. In Real Estate, they are noted for alleviating financial burdens and ensuring readiness for tax obligations. In Advertising & Marketing, they help businesses simplify financial management, offering insights that enhance decision-making. Overall, feedback is highly positive across both sectors, indicating a strong fit for clients seeking reliable financial management.

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    Select Industry to see insights

    Real estate Advertising & marketing

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    Lehi, Utah (1) Mesa, Arizona (1) Concho, Arizona (1)
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  • CBIZ Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    50 - 249
    Boston, MA

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    CBIZ is an accounting services company specializing in bookkeeping, CPA, tax preparation, and financial planning. With a strong focus on client discipline and straightforward communication, 100% of reviewers express satisfaction with their project management and financial advisory capabilities, highlighting their effective use of QuickBooks and valuable forecasting solutions for staff-related financials.

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    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Pediatrics Clinic

    5.0 — A pediatrics clinic hired CBIZ as an upgrade from their previous financial services provider. Some of their tasks include bookkeeping, tax preparation, and financial planning. Read more
    Read 1 Review

    Industry Experience

    CBIZ has demonstrated strong expertise in the healthcare industry, notably through their work with pediatric clinics. Clients appreciate their disciplined approach to accounting, effective project management, and ability to forecast financial solutions. Overall sentiment in this sector is highly positive, highlighting CBIZ's strengths in providing reliable accounting support and fostering strong client relationships, making them a suitable partner for healthcare organizations seeking stringent financial oversight.

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    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients express a positive sentiment regarding CBIZ's overall cost and value for money. One client mentioned a $100,000 investment since 2018, highlighting the firm's strict and disciplined approach to accounting, which has significantly improved their financial operations. The client appreciated the forecasting support for staff-related expenses, indicating that the value received justifies the investment. Overall, clients find CBIZ's services to be effective and worth the costs incurred.
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  • JS Morlu Logotype

    5.0 10 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    Woodbridge, VA

    Services provided

    70% Accounting
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    40% Tax Preparation
    24% Tax Consulting
    20% Corporate Tax Services +4
    5% International Tax Services
    5% Tax Audit
    5% Value Added Tax (VAT) Services
    1% Cryptocurrency Tax Services

    JS Morlu is an accounting firm offering comprehensive services such as bookkeeping, tax preparation, financial reporting, and CFO advisory. Reviews indicate that 100% of clients appreciate their integrity, professionalism, and attention to detail, with no noted areas for improvement. Many reviewers (over 80%) commend their ability to handle complex financial tasks, such as tax filing and financial statement preparation, with a strong emphasis on reliability and client satisfaction.

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    Reviews mention Great project management

    Clients consistently express positive sentiments regarding JS Morlu's project management capabilities. One client highlighted their punctuality in meeting deadlines and effective communication through scheduled calls, ensuring a thorough understanding of financial standings. The client emphasized the flexibility and availability of the team, stating, 'they make me feel I’m their only customer.' Overall, JS Morlu is praised for their integrity, reliability, and the trust they cultivate with their clients.
    • Finance & Accounting Services for IT & Telecom Company
      5.0 Jul 6, 2021

      JS Morlu is fantastic at project management, and they have met all their deadlines. We communicate via email, and if there’s an issue or emergency, I will give them a call. Normally, we schedule a monthly call to go over the company’s financial standing. We also meet face to face 1–2 times a year. When we have annual company planning sessions, John would be there as well.

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    9 of 9 Accounting reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting & Consulting for Analytics & Security Company

    5.0 — JS Morlu generates accounting statements and provides consulting services to help an analytics company create efficient proposals and make financial-related decisions. They also them with Read more
    Read 9 Reviews

    Industry Experience

    JS Morlu has garnered positive feedback across various industries, including IT Services, Business Services, Consulting, Healthcare, and Transportation. Clients commend their expertise in financial management, tax preparation, and compliance, often highlighting their attention to detail and commitment to client success. The overall sentiment reflects strong trust and reliability in their services, making them a valuable partner for businesses looking for comprehensive accounting and consulting solutions.

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    Select Industry to see insights

    Software Transportation IT Services Business services Consulting Healthcare Other Industry

    View projects from:

    Woodbridge, Virginia (2) Alexandria, Virginia (1) Arlington, Virginia (1) Centreville, Virginia (1) Herndon, Virginia (1) Manassas, Virginia (1) Lanham, Maryland (1) Falls Church, Virginia (1)
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  • Bharmal & Associates, Inc. Logotype

    5.0 3 reviews
    $1,000+
    $200 - $300 / hr
    2 - 9
    Irvine, CA

    Services provided

    90% Accounting
    10% Business Consulting

    Focus Areas

    100% Tax Preparation

    Bharmal & Associates, Inc. is a highly-regarded CPA firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. With a 100% positive feedback rate, clients commend their expertise, communication, and personalized advice. Notable strengths include their responsiveness and tailored financial strategies, particularly in complex tax and audit scenarios, making them a trusted partner for business auditing and financial advisory.

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    Reviews mention Communicative

    Clients have consistently praised Bharmal & Associates, Inc. for their exceptional communication skills. One client highlighted their 'incredibly communicative' nature, emphasizing the importance of regular email correspondence and in-person meetings. Another noted the valuable advice received during annual meetings, which helped in understanding tax strategies. Overall, the sentiment reflects a strong appreciation for the firm's proactive engagement and clear communication, contributing positively to the client experience.
    • Accounting for Acrobatics Gym
      5.0 Sep 14, 2020

      They’re incredibly communicative. We talk through email and in-person visits.

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    3 of 3 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Glass Installation Company

    5.0 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing.  Read more
    Read 3 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive Bharmal & Associates, Inc. as providing good value for money, though some noted their pricing is not the cheapest. One client invested approximately $6,000–$8,000 annually, stating they achieved substantial tax savings and benefit from attentive service. Another client, spending around $1,500 quarterly, highlighted the firm's responsiveness and reliability. While one review suggested a desire for lower prices, the overall sentiment is positive, emphasizing quality service and expertise over cost.
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    Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)
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  • ORBA Logotype

    5.0 2 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249
    Chicago, IL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    ORBA is a comprehensive accounting firm offering services such as tax preparation, financial advisory, and business auditing. Client reviews highlight their exceptional transparency and attention to detail, with 100% of reviewers emphasizing trust and communication as key strengths. Their expertise in tax planning and forming LLCs has greatly assisted clients in strategic business decisions and financial growth.

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    Reviews mention Detail-oriented

    Clients have consistently praised ORBA for their exceptional attention to detail. One client noted that ORBA's 'attention to detail and critical thinking sets them apart,' emphasizing their transparency and ability to identify mistakes made by previous accountants. The clear communication and proactive reminders from the team further enhance their detail-oriented approach, contributing to clients' peace of mind and overall satisfaction with the services provided.
    • Accounting Services for Web Design Firm
      5.0 Mar 6, 2018

      ORBA is much more transparent than other accounting companies we’ve worked with in the past. I always know when and where they’re going to change things. They’ve also been able to find mistakes of previous accountants and provide solutions. Their attention to detail and critical thinking sets them apart.

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    1 of 1 Tax Preparation reviews is 5 stars
    Less than $10,000 avg. project cost

    Tax Preparation Experience

    ORBA has received overwhelmingly positive feedback regarding their Tax Preparation services, with 100% of reviewers expressing satisfaction. Clients highlight the expertise and trustworthiness of Jim Pellino, noting his clear communication and proactive advisory approach that enhances their financial management. Reviewers commend ORBA's attention to detail and transparency, which has led to significant business growth for clients. Overall, the firm's impact is seen as pivotal in alleviating client concerns and fostering long-term partnerships.

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    2 of 2 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Web Design Firm

    5.0 — ORBA provides ongoing accounting services in the form of tax consultation and other advisory roles. They offer tax planners to make the filing process as simple as possible. Read more
    Read 2 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive ORBA as offering valuable services at a reasonable cost. One client noted a $5,000 investment for ongoing advisory services, emphasizing the trust and clarity provided by their accountant, Jim Pellino. Another client reflected on the financial benefits of their advice, although they found it challenging to quantify savings. Overall, the sentiment indicates satisfaction with ORBA's transparency and support, suggesting that their pricing aligns well with the quality of service delivered.
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  • Wasserman Accounting CPA Logotype

    5.0 2 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Hainesport, NJ

    Services provided

    70% Accounting
    30% Fractional CFO Services

    Focus Areas

    100% Tax Preparation

    Wasserman Accounting CPA is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The reviews highlight their consistent, reliable service delivery and clear communication, with 100% of reviewers emphasizing timely compliance with statutory deadlines and effective project management. Clients appreciate their focus on providing actionable financial insights and proactive tax planning.

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    Reviews mention Professional

    Clients consistently commend Wasserman Accounting for their professionalism and proactive approach. One client highlighted their emphasis on delivering usable financial data rather than mere compliance, stating, 'Wasserman Accounting checks all the boxes.' The firm's communication is noted as impressive, with clear timelines and organized project management. Overall, feedback reflects a strong sentiment of satisfaction, with no identified areas for improvement, showcasing their commitment to professional service.
    • Accounting for Digital Marketing & Consulting Company
      5.0 Nov 28, 2025

      Wasserman Accounting checks all the boxes. The way I measure progress with an accounting firm like Wasserman Accounting is pretty concrete: monthly books closed within a set number of days, clean financial statements with minimal corrections, clear cash flow visibility for planning, and taxes handled ahead of deadlines with no surprises. Those are the kinds of outcomes I care about and expect from a firm I'm willing to recommend. Overall, their communication and ability to ensure I have everything I need to run my business are impressive. Wasserman Accounting's project management is perfect. Our primary form of communication is virtual meetings. No, their communication is clear, timelines are honored, and everything is handled in an organized, professional way from start to finish.

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    1 of 1 Tax Preparation reviews is 5 stars
    Unknown avg. project cost

    Tax Preparation Experience

    Wasserman Accounting CPA receives overwhelmingly positive feedback for their Tax Preparation services. Clients commend their expertise in providing clean monthly financial statements and proactive tax planning, with 100% of reviewers highlighting strong communication and organization. Their focus on delivering usable financial insights rather than mere compliance is frequently noted. All respondents express satisfaction with the firm's ability to meet deadlines and manage cash flow, reinforcing their reputation as a reliable finance partner.

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    2 of 2 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Digital Marketing Agency

    5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read more
    Read 2 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients have consistently praised Wasserman Accounting CPA for their competitive pricing and excellent value for money. One client noted that their selection was influenced by the firm's good value for cost. Another emphasized the firm's ability to provide clean monthly books and proactive tax planning, which reflects a focus on delivering usable financial insights rather than just compliance. Overall, feedback indicates strong satisfaction with pricing relative to the quality of services provided.
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  • Accountants in Miami Logotype

    5.0 1 review
    $10,000+
    $200 - $300 / hr
    2 - 9
    Miami, FL

    Services provided

    76% Accounting
    24% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Tax Preparation

    Accountants in Miami is a firm specializing in auditing and accounting services, providing financial and tax guidance to businesses. Feedback highlights their exceptional responsiveness and communication, with 100% of reviewers praising their reliability and professionalism. Their ability to foster strong client relationships and maintain consistent communication is frequently noted as a key strength.

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    1 of 1 Accounting reviews are 5 stars
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Annual Audit & Tax Guidance for Healthcare Company

    5.0 — Accountants in Miami performs an annual audit for a healthcare company. They also help with financial and tax guidance. Read more
    Read 1 Review

    Industry Experience

    Accountants in Miami exhibits strong expertise in the Healthcare industry, providing auditing and financial guidance. Clients highlight their responsiveness, effective communication, and organizational skills, contributing to a positive and ongoing partnership. The feedback reflects a high level of satisfaction, indicating that potential clients in Healthcare can expect reliable and attentive service. Overall sentiment is highly favorable, making them a solid choice for businesses in this sector.

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    Select Industry to see insights

    Healthcare

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients report that Accountants in Miami provides excellent value for money, with one client noting an annual investment of $25,000 for comprehensive auditing and financial guidance. They highlight the firm's responsiveness and strong communication, emphasizing a solid working relationship that enhances their financial management. Overall, the sentiment is highly positive, with clients recommending the firm for its reliability and dedication to client needs.
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  • Profit Matters Bookkeeping Logotype

    5.0 2 reviews
    Undisclosed
    $50 - $99 / hr
    2 - 9
    Grapevine, TX

    Services provided

    87% Accounting
    10% Finance & Accounting Outsourcing (FAO)
    3% Business Consulting

    Focus Areas

    100% Tax Preparation

    Profit Matters Bookkeeping is an accounting services provider specializing in bookkeeping, financial analysis, and CFO services. The company is highly regarded for its innovative use of technology and automation in bookkeeping processes, with 100% of reviewers praising their responsiveness and technological integration. Clients have reported significant cost savings and enhanced decision-making capabilities, underscoring the firm's expertise in financial reporting and advisory services.

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    Reviews mention Innovative

    Profit Matters Bookkeeping has received positive feedback regarding their innovative approach and technology-centric solutions. A client noted their ability to streamline bookkeeping and enhance data analysis, emphasizing their quick and easy collaboration. Overall sentiment reflects satisfaction with their services, though there is a minor suggestion for improvement in the onboarding process.
    • Bookkeeping & Data Analysis for Outdoor Design Company
      5.0 Nov 4, 2018

      What did you find most impressive about this company? They are innovative and technology-centered. They are quick and easy to work with.

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    2 of 2 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Bookkeeping & CFO Services for Software Development Company

    5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read more
    Read 2 Reviews

    Industry Experience

    Profit Matters Bookkeeping has demonstrated expertise primarily in the IT Services and Construction industries. Feedback highlights their innovative use of technology, responsiveness, and ability to streamline bookkeeping processes, resulting in improved financial decision-making for clients. In IT Services, they effectively utilize automation and AI tools to enhance efficiency, while in Construction, they focus on data analysis to drive cost savings. Overall, clients express high satisfaction, indicating a strong fit for businesses looking for tech-savvy bookkeeping solutions.

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    Select Industry to see insights

    IT Services Construction

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.
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  • SFBay Financial Logotype

    5.0 2 reviews
    $1,000+
    $100 - $149 / hr
    10 - 49
    San Francisco, CA

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    SFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances.

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    Reviews mention Easy to work with

    Clients consistently highlight SFBay Financial's ease of collaboration, with one LLC owner noting the straightforward setup process and effective communication. They praised the staff, particularly Sarah, for being responsive and solution-oriented. Feedback reflects a strong sentiment of satisfaction, with clients appreciating the tailored approach to their accounting needs and the overall smooth engagement, which has positively impacted their business operations.
    • Accounting Services for Non-Profit Organization
      5.0 Aug 3, 2021

      I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that works for my small business.

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    2 of 2 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Non-Profit Organization

    5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm.  Read more
    Read 2 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.
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    Canada (1) United States (1)
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  • LEAF Specialty Tax Consultants Logotype

    5.0 4 reviews
    $10,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Services provided

    70% Accounting
    30% Business Consulting

    Focus Areas

    100% Tax Preparation

    LEAF Specialty Tax Consultants is an accounting services firm specializing in tax preparation, financial advisory, and financial analysis, with a focus on employee retention and R&D tax credits. The firm consistently meets timelines and exceeds expectations, with 100% of reviewers highlighting their exceptional client service, deep expertise, and substantial tax savings achieved. Reviewers commend their responsiveness and the significant returns on investment facilitated by their services.

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    Reviews mention Easy to work with

    Clients consistently describe LEAF Specialty Tax Consultants as easy to work with, highlighting their seamless communication and collaborative approach. One client noted, 'Their people are easy to work with, and they provide an incredible service.' Another emphasized the firm's ability to educate and guide them effectively, stating, 'Adam is one of the best tax consultants we’ve ever dealt with.' Overall, the sentiment reflects a strong appreciation for LEAF's professionalism and expertise.
    • R&D Tax Consulting for SEM Company
      5.0 Oct 6, 2020

      LEAF is a phenomenal company. Their people are easy to work with, and they provide an incredible service that saves us tons of money in R&D tax credits. They’re a fantastic partner to work with. They provided a lot of insight not just into their expertise and specialty, but on other things that our internal accountant and tax CPA could do to better our tax liability.

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    3 of 3 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Business Consulting Services for BioTech Company

    5.0 — LEAF Specialty Tax Consultants provides business consulting services for a biotech company. The team is responsible for researching and filing employee retention credits. Read more
    Read 3 Reviews

    Industry Experience

    LEAF Specialty Tax Consultants has demonstrated expertise across multiple industries, including medical, financial services, and advertising & marketing. Clients have praised their ability to maximize tax credits and provide thorough documentation, particularly in R&D tax consulting. Overall sentiment is positive, highlighting their strong project management, responsiveness, and depth of knowledge. Companies in biotech, tax advisory, and SEM sectors may find LEAF particularly beneficial for navigating tax credits and compliance.

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    Select Industry to see insights

    Medical Financial services Advertising & marketing

    View projects from:

    Las Vegas, Nevada (1) West Jordan, Utah (1) Lady Lake, Florida (1)
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  • Nathan Accounting Group Logotype

    5.0 2 reviews
    $1,000+
    Undisclosed
    10 - 49
    Avon, CT

    Services provided

    60% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Tax Preparation

    Nathan Accounting Group is an accounting services firm specializing in tax preparation, financial reporting, and bookkeeping. They have received 100% positive feedback, with clients praising their reliability, professionalism, and clear communication. Reviewers consistently highlight their error-free work and timely tax filings, with 100% mentioning their valuable financial advisory support.

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    Reviews mention Professional

    The overall sentiment regarding Nathan Accounting Group's professionalism is highly positive. Clients commend their reliability and clear communication, with one client noting, "I never find any errors in their work" and highlighting their responsiveness and adherence to deadlines. The firm is praised for its patience in addressing client inquiries, reinforcing a professional rapport. Overall, clients express satisfaction with the quality of service provided, indicating that there are no areas for improvement.
    • Accounting Services for Music & Education Nonprofit
      5.0 Sep 13, 2022

      Their communication is clear, and they always adhere to deadlines. Moreover, they’re always available and respond quickly to our questions. We’re impressed with how reliable and professional they are. Also, we appreciate their patience in answering our very basic questions.

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    2 of 2 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Services for Music & Education Nonprofit

    5.0 — Nathan Accounting Group provides accounting services for a music and education nonprofit. This mainly involves filing the client’s tax forms. Read more
    Read 2 Reviews

    Industry Experience

    Nathan Accounting Group has demonstrated exceptional expertise in the Arts, Entertainment & Music, and IT Services industries. Clients commend their thoroughness, reliability, and clear communication, consistently highlighting their ability to meet deadlines and answer queries effectively. The firm has positively impacted nonprofit organizations and IT service providers, establishing a strong reputation for professionalism and in-depth knowledge. Overall, their strengths suggest a good fit for businesses seeking dependable accounting and tax solutions across these sectors.

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    Select Industry to see insights

    Arts, entertainment & music IT Services

    Average Project Cost Breakdown

    Less than $10,000 (2)

    What Clients Have Said

    Clients of Nathan Accounting Group consistently highlight the company's competitive pricing and strong value for money. One client noted an investment of $5,000 for ongoing accounting services, emphasizing the reliability and professionalism of the team. Another client appreciated the billing structure, which is based on completed work, and praised the timely filing of taxes and prompt responses to inquiries. Overall, feedback indicates a high level of satisfaction with the cost-effectiveness of their services.
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  • H.D. Roseth & Associates Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    10 - 49
    Riverwoods, IL

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    H.D. Roseth & Associates is a distinguished accounting firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory services. The firm is highly praised for its strategic financial acumen and personalized client engagement, with 100% positive feedback highlighting their organizational skills and comprehensive advice on tax matters. Clients commend their proactive approach and impactful business advising.

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    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting, Consulting & Payroll for PR Firm

    5.0 — H.D. Roseth & Associates provides accounting services and financial consulting for a communications firm. They rethought the client’s taxes, created streamlined procedures, and advises on Read more
    Read 1 Review

    Industry Experience

    H.D. Roseth & Associates excels in providing financial consulting and tax strategy services, particularly for clients in the lifestyle communications and other industries. Reviews highlight their expertise in streamlining financial processes, tax savings, and personalized service that fosters strong client relationships. Overall sentiment reflects a high level of satisfaction, emphasizing their strengths in organization, strategic planning, and responsiveness, making them a suitable partner for businesses seeking tailored financial guidance.

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    Select Industry to see insights

    Other Industry

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients express high satisfaction with H.D. Roseth & Associates regarding their cost and value for money. One client noted significant savings of approximately $100,000 annually due to strategic tax restructuring, achieved at a lower fee than their previous firm. The company is praised for treating clients' finances with care, providing thorough and timely support, and showing a commitment to client success, making them a valuable partner for businesses.
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  • Prime Accounting Solutions Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    10 - 49
    Culver City, CA

    Services provided

    100% Accounting

    Focus Areas

    100% Tax Preparation

    Prime Accounting Solutions is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The feedback highlights exceptional support and efficiency, with 100% of reviewers praising their responsiveness and helpful guidance. Notably, Prime Accounting Solutions played a crucial role in assisting clients during COVID-19, demonstrating their commitment to client success.

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    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Accounting, Bookkeeping, & Advisory for Automotive Co.

    5.0 — Prime Accounting Solutions provides business accounting services through bookkeeping, payroll, and invoicing for an automotive machine shop. The team also prepares their state and federal Read more
    Read 1 Review

    Industry Experience

    Prime Accounting Solutions has garnered positive feedback primarily from the automotive industry, specifically automotive machine shops. Clients appreciate their comprehensive accounting services, including tax preparation and bookkeeping, highlighting their responsiveness and supportive nature, especially during critical times like COVID-19. Overall sentiment is highly favorable, indicating strong expertise and a reliable partnership. Potential clients in the automotive sector and related fields, such as marine and aerospace, would find Prime Accounting Solutions a suitable match for their accounting needs.

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    Select Industry to see insights

    Automotive

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients express high satisfaction with Prime Accounting Solutions, noting their affordable pricing of $120–$140 per month provides excellent value. One client highlighted the company's responsiveness and the comprehensive support received, especially during challenging times like COVID-19. Overall, the sentiment is overwhelmingly positive, with clients appreciating the personal attention and efficiency offered by Andrew, which enhances their overall experience and confidence in the services provided.
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  • Chasse & Company Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Auburn, ME

    Services provided

    80% Accounting
    20% Business Consulting

    Focus Areas

    100% Tax Preparation

    Chasse & Company is an accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, and financial advisory. Their proactive approach and periodic client engagement stand out, leading to significant business growth and stress-free tax seasons. With 100% positive feedback, they are commended for their operational insights and project management excellence.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Financial Accounting & Consulting for Branding Firm

    5.0 — Chasse & Company provides year-round financial accounting and consulting services to a branding firm. They provide tax support and strategic business insights on leadership, staffing, and Read more
    Read 1 Review

    Industry Experience

    Chasse & Company has received positive feedback primarily from the Advertising & Marketing sector, highlighting their proactive approach and comprehensive understanding of business needs. Clients appreciate their ongoing support throughout the year, which alleviates stress during tax season and fosters significant business growth. The firm's strengths lie in operational insights and reliable communication, making them a strong fit for companies seeking a collaborative accounting partner, particularly in dynamic industries like advertising.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally perceive Chasse & Company as providing excellent value for money, with one client noting an investment of $26,000–$30,000 for comprehensive accounting services. Feedback highlights their proactive approach and continuous support, which alleviates stress during tax seasons and allows clients to focus on their core business. The client expressed satisfaction with the firm's services, stating they exceeded expectations and recommending potential customers to engage openly for maximum benefit.
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  • Personiv Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    1,000 - 9,999
    Austin, TX

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    20% Back Office Outsourcing +1
    10% Fractional CFO Services

    Focus Areas

    10% Tax Preparation
    55% Corporate Tax Services
    20% Tax Audit +1
    15% Tax Consulting

    Personiv is a professional outsourcing company specializing in providing creative and design services, such as billboard design, for businesses. Reviews highlight Personiv's strong project management skills and ability to handle large workloads efficiently, with a 100% positive feedback rate. Clients appreciate their dependable service, professionalism, and the quality that mirrors stateside teams, leading to long-term engagements.

    See all 1 projects

    Industry Experience

    Personiv demonstrates strong expertise in the Advertising & Marketing industry, providing efficient support for billboard design projects. Clients appreciate their ability to seamlessly manage high volumes of design work while maintaining quality. The sentiment reflects high satisfaction, particularly in project management and team professionalism. Personiv's commitment to employee care leads to stability and improved output. Companies in need of scalable design solutions may find Personiv to be an excellent partner.

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    Select Industry to see insights

    Advertising & marketing

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have expressed strong satisfaction with the cost-effectiveness and value provided by Personiv, noting an annual investment of $75,000–$100,000 for substantial workload alleviation. One client highlighted that outsourcing to Personiv allowed them to offload 12% of their workload efficiently, maintaining high-quality output comparable to their in-house team. Overall, clients appreciate the reliability and professionalism of Personiv's services, indicating that the return on investment justifies the costs.
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  • Accountants on Air Logotype

    4.8 6 reviews
    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    80% Accounting
    20% Business Consulting

    Focus Areas

    100% Tax Preparation

    Accountants on Air is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on personalized service, they maintain a 100% satisfaction rate across reviews, emphasizing their efficiency, timeliness, and ability to handle complex financial needs. Clients highlight their cohesive teamwork and customized solutions, with 75% praising their professionalism and responsiveness.

    See all 6 projects

    Reviews mention Personable

    Clients have consistently praised Accountants on Air for their personable approach and excellent communication. One client noted their comfort in working with the team, highlighting their trustworthiness and full attention to queries. The responsiveness to calls and the personalized service were also emphasized, contributing to an overall positive sentiment regarding their customer relations. There were no suggestions for improvement, indicating a high level of client satisfaction.
    • Accounting Services for Online Fashion Retail Company
      4.0 Dec 20, 2021

      They have a personalized approach and are very trustworthy. We feel very comfortable with them; they give their full attention.

      Read Full Review
    Read All Reviews
    3 of 4 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Streamline Bookkeeping & Tax Records for Healthcare Company

    5.0 — Accountants on Air was hired to organize and streamline bookkeeping and tax records for a healthcare company. Read more
    Read 4 Reviews

    Average Project Cost Breakdown

    Less than $10,000 (2) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients consistently highlight Accountants on Air's competitive pricing and the value they receive for their investment. One client noted paying $900 annually, emphasizing the excellent and efficient service provided. Another mentioned an annual expenditure of $2,800, citing their impressive financial management capabilities. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service, with one client specifically appreciating the company's good value for the cost.
    Read All Reviews

    View projects from:

    Raleigh, North Carolina (1) Los Angeles, California (1) Alexandria, Virginia (1) Stonington, Connecticut (1)
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  • Sensiba LLP Logotype

    5.0 10 reviews
    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Services provided

    25% Accounting
    20% Cybersecurity
    15% Finance & Accounting Outsourcing (FAO) +4
    10% Business Consulting
    10% Compliance Consulting
    10% Financial Advising & Planning
    10% Financial Consulting

    Focus Areas

    100% Tax Preparation

    Sensiba LLP is a firm specializing in audit services, particularly SOC2 and ISO27001 certifications. Clients commend their professionalism, expertise, and commitment, with 100% of reviewers noting their thoroughness and guidance. They consistently deliver projects on time, ensuring seamless and efficient processes for their clients.

    See all 10 projects

    Reviews mention Personable

    Clients expressed a highly positive sentiment towards Sensiba LLP's personable approach, highlighting their 'very personal and involved support throughout the whole process.' The Technical Product Manager from Trainual noted the team's availability and responsiveness, stating that the auditor 'was always available for questions and gave great direction.' Overall, the feedback indicates a strong alignment in company values and a culture fit, enhancing the collaborative experience.
    • Cybersecurity Services for Business Playbook Software Co
      5.0 Sep 19, 2025

      Sensiba LLP offered very personal and involved support throughout the whole process.

      Read Full Review
    Read All Reviews
    1 of 1 Accounting reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Auditing Services for Property Assessment Co

    5.0 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. Read more
    Read 1 Review

    Average Project Cost Breakdown

    Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
    Read All Reviews

    View projects from:

    United States (6) Canada (1) Germany (1) South Korea (1)
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  • Greyson Tax & Consulting Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    10 - 49
    Columbus, OH

    Services provided

    75% Accounting
    15% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Tax Preparation

    Greyson Tax & Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. Reviews highlight their expertise in tax filing and business structuring, with clients reporting significant financial savings, such as a $30,000 tax reduction. Clients commend their timely communication and personalized service, noting a seamless integration with modern business needs.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Tax Prep & Bookeeping for Real Estate Office

    5.0 — Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. Read more
    Read 1 Review

    Industry Experience

    Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.

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    Select Industry to see insights

    Real estate

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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  • Lombardo Ayers & Company, LLC Logotype

    5.0 1 review
    $1,000+
    $25 - $49 / hr
    10 - 49
    Annapolis, MD

    Services provided

    85% Accounting
    15% Business Consulting

    Focus Areas

    100% Tax Preparation

    Lombardo Ayers & Company, LLC is an accounting services firm specializing in tax preparation, financial reporting, and business auditing. They are praised for their expertise in tax matters and their reliability in meeting deadlines, with 100% of reviewers highlighting their proactive communication and strategic financial input. Their ability to enhance financial decision-making and provide accurate tax liability forecasts is particularly valued by clients.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting Validation and Tax Preparation for Digital Agency

    5.0 — Lombardo reviews and approves an internal accounting department’s work on a monthly basis. They provide financial advice, quarterly and year-end taxes, and help identify opportunities for Read more
    Read 1 Review

    Industry Experience

    Lombardo Ayers & Company, LLC has demonstrated expertise primarily in the IT Services sector, providing reliable accounting and tax solutions. Clients praise their strong communication, trustworthiness, and proactive engagement in financial decision-making. The firm is recognized for its ability to enhance clients' financial strategies, particularly concerning tax liabilities, thereby enabling better resource allocation. Overall sentiment is extremely positive, solidifying their reputation as a dependable partner in the IT Services industry.

    Read All Reviews

    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have praised Lombardo Ayers & Company for their expertise in accounting and tax preparation, emphasizing the value they provide in ensuring accuracy and compliance. One client noted their billing structure as net30 and hourly for most services, with a flat rate for year-end tax preparation. Overall sentiment reflects satisfaction with the perceived value for money, highlighting effective communication and proactive support as key strengths, contributing to a solid return on investment.
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  • Cloud Accountant Staffing Logotype

    4.9 15 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Indianapolis, IN

    Services provided

    10% Accounting
    40% Finance & Accounting Outsourcing (FAO)
    20% Back Office Outsourcing +2
    15% Recruitment Process Outsourcing
    15% Staffing

    Focus Areas

    40% Tax Preparation
    30% Tax Audit
    30% Tax Consulting

    Cloud Accountant Staffing is an accounting services firm that specializes in bookkeeping, tax preparation, and financial reporting. According to reviews, they consistently deliver timely and professional services, with 100% of reviewers noting their strong communication and cultural alignment. Clients appreciate their ability to provide skilled talent and emphasize their good value for cost. Their services are frequently described as efficient and aligned with client objectives.

    See all 15 projects

    Reviews mention Personable

    Clients express a strong sentiment of personability towards Cloud Accountant Staffing, highlighting their commitment to building meaningful relationships. One client noted the company's emphasis on culture, contrasting it with traditional agencies that treat clients as numbers. Another client praised the team for their clear communication and personal touch, stating that their engagement felt like an A+ experience. Overall, feedback indicates that Cloud Accountant Staffing excels in creating a personable and supportive environment for their clients.
    • Recruitment Services for CPA Firm
      5.0 Jan 23, 2025

      I have experienced or looked into many offshore agencies. They prioritize culture beyond what the typical agencies do and I think this makes a big difference in the quality of the people they can attract. There are many people who have decided to work with CAS that share stories of previous agencies not caring about them personally and treating them like a number. CAS provides a total opposite experience.

      Read Full Review
    • Recruiting Services for Public Accounting Firm
      5.0 May 27, 2025

      Cloud Accountant Staffing’s project management is great. They deliver on time and respond well to our needs. They’ve placed the staff immediately, and we continue to have check-ins. We mainly communicate via email, video, and Zoom. Plus, they are a model for customer service. They even tolerate me asking questions about how they have built and operated their company.

      Read Full Review
    Read All Reviews
    2 of 2 Tax Preparation reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Tax Preparation Experience

    Cloud Accountant Staffing has received overwhelmingly positive feedback for their Tax Preparation services, with 100% of reviewers expressing satisfaction. Clients commend their expertise in tax and accounting, noting strong communication, responsiveness, and timely deliverables. Specific strengths highlighted include their ability to manage complex accounting tasks and provide valuable support in tax return preparation. Reviewers also appreciated their cost-effectiveness and alignment with company values, indicating a strong cultural fit.

    Read Most Recent Review
    6 of 6 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting for Financial Services Company

    5.0 — Cloud Accountant Staffing provides accounting services for a financial services company. The team handles day-to-day bookkeeping, accounting management, and basic tax preparation. Read more
    Read 6 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (8) Less than $10,000 (1) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently commend Cloud Accountant Staffing for their competitive pricing and overall value for money. Feedback highlights that the company offers a 'good value for cost' and fits within budget constraints, as noted by multiple clients. One client emphasized that they were able to hire qualified candidates without exceeding their financial limits. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, making Cloud Accountant Staffing a favorable choice for businesses seeking quality staffing solutions.
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  • Burton & Co., CPAs Logotype

    5.0 1 review
    Undisclosed
    $150 - $199 / hr
    10 - 49
    New York, NY

    Services provided

    80% Accounting
    20% Business Consulting

    Focus Areas

    60% Tax Preparation
    20% Cryptocurrency Tax Services
    20% Tax Consulting

    Burton & Co., CPAs is a distinguished accounting firm offering comprehensive services, including bookkeeping, tax preparation, and external CFO functions. Reviewers commend their exceptional communication, attention to detail, and ability to simplify complex financial scenarios. With 100% positive feedback, they are praised for innovative financial strategies and seamless integration with clients, enhancing financial health and efficiency.

    See all 1 projects
    1 of 1 Accounting reviews are 5 stars
    Unknown avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting & CFO Services for SEO Agency

    5.0 — An SEO firm hired Burton & Co., CPAs to file their tax returns. They then took over all bookkeeping. The role morphed into becoming an external CFO, helping build financial forecasts, plan Read more
    Read 1 Review

    Industry Experience

    Burton & Co., CPAs has demonstrated expertise primarily in the IT Services sector, particularly assisting small businesses like Victorious SEO. Feedback highlights their strengths in effective bookkeeping, tax strategy, and financial forecasting. Clients appreciate their technological fluency, proactive communication, and ability to simplify complex financial matters. Overall sentiment is highly positive, with clients noting significant improvements in cash flow and operational efficiency, making them a strong candidate for businesses seeking reliable financial management in technology-driven industries.

    Read All Reviews

    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have praised Burton & Co., CPAs for their cost-effectiveness and the substantial value they provide. One client noted that Dave's ability to simplify complex financial scenarios while delivering a high-quality service stood out, making them feel well cared for. Additionally, the optimization of payment processes is projected to save the client $50,000 this year, highlighting the firm's ability to deliver significant financial benefits relative to their pricing.
    Read All Reviews
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 George Dimov, CPA
2 CoCountant
3 Escalon Services, Inc.
4 Pilot
5 Pacific Accounting & Business Services
6 indinero
7 Monily - Financial Solutions for Small and Medium Businesses
8 1-800Accountant
9 Jitasa
10 La Rusa
11 SmartBean® Bookkeeping
12 Hiline
13 CSI Accounting & Payroll
14 DeLeon & Stang
15 Blumer & Associates, CPAs, PC

List of the Top 15 United States Tax Preparation Companies

  1. George Dimov, CPA Logotype

    George Dimov, CPA

    Undisclosed
    $200 - $300 / hr
    10 - 49
    New York, NY

    Ability to deliver

    36.4/40.0
    16.8/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    85% Accounting
    45% Tax Preparation
    15% Other
    View Profile Visit Website
  2. CoCountant Logotype

    CoCountant

    $1,000+
    Undisclosed
    50 - 249
    Cambridge, MA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    8.6/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    75% Accounting
    100% Tax Preparation
    25% Other
    View Profile Visit Website
  3. Escalon Services, Inc. Logotype

    Escalon Services, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Palo Alto, CA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    7.2/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    90% Accounting
    100% Tax Preparation
    10% Other
    View Profile Visit Website
  4. Pilot Logotype

    Pilot

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    32/40.0
    16/20 Reviews
    9/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    45% Accounting
    80% Tax Preparation
    55% Other
    View Profile Visit Website
  5. Pacific Accounting & Business Services Logotype

    Pacific Accounting & Business Services

    $1,000+
    Undisclosed
    1,000 - 9,999
    Irving, TX

    Ability to deliver

    30.3/40.0
    16.6/20 Reviews
    6.6/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    60% Accounting
    60% Tax Preparation
    40% Other
    View Profile Visit Website
  6. indinero Logotype

    indinero

    Undisclosed
    $100 - $149 / hr
    50 - 249
    Walnut, CA

    Ability to deliver

    37.8/40.0
    17.8/20 Reviews
    10/10 Clients & Experience
    10/10 Market Presence

    Service focus

    30% Accounting
    40% Tax Preparation
    70% Other
    View Profile Visit Website
  7. Monily - Financial Solutions for Small and Medium Businesses Logotype

    Monily - Financial Solutions for Small and Medium Businesses

    $1,000+
    $25 - $49 / hr
    50 - 249
    Houston, TX

    Ability to deliver

    28.7/40.0
    16.4/20 Reviews
    6/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    75% Accounting
    60% Tax Preparation
    25% Other
    View Profile Visit Website
  8. 1-800Accountant Logotype

    1-800Accountant

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    27.8/40.0
    13.4/20 Reviews
    5.7/10 Clients & Experience
    8.7/10 Market Presence

    Service focus

    100% Accounting
    60% Tax Preparation
    View Profile Visit Website
  9. Jitasa Logotype

    Jitasa

    Undisclosed
    $25 - $49 / hr
    250 - 999
    Meridian, ID

    Ability to deliver

    27.6/40.0
    16.2/20 Reviews
    4.8/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    35% Accounting
    75% Tax Preparation
    65% Other
    View Profile Visit Website
  10. La Rusa Logotype

    La Rusa

    $1,000+
    $25 - $49 / hr
    2 - 9
    Clearwater, FL

    Ability to deliver

    27.5/40.0
    16.2/20 Reviews
    6.2/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  11. SmartBean® Bookkeeping Logotype

    SmartBean® Bookkeeping

    Undisclosed
    Undisclosed
    10 - 49
    Tustin, CA

    Ability to deliver

    26.7/40.0
    16.2/20 Reviews
    4.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    100% Accounting
    80% Tax Preparation
    View Profile Visit Website
  12. Hiline Logotype

    Hiline

    Undisclosed
    Undisclosed
    50 - 249
    Syracuse, NY

    Ability to deliver

    33.6/40.0
    17.2/20 Reviews
    8.7/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    40% Accounting
    30% Tax Preparation
    60% Other
    View Profile Visit Website
  13. CSI Accounting & Payroll Logotype

    CSI Accounting & Payroll

    Undisclosed
    Undisclosed
    10 - 49
    St. Louis Park, MN

    Ability to deliver

    25.6/40.0
    16/20 Reviews
    3.9/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    100% Accounting
    80% Tax Preparation
    View Profile Visit Website
  14. DeLeon & Stang Logotype

    DeLeon & Stang

    Undisclosed
    Undisclosed
    10 - 49
    Gaithersburg, MD

    Ability to deliver

    25.5/40.0
    15.6/20 Reviews
    3.3/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    80% Accounting
    100% Tax Preparation
    20% Other
    View Profile Visit Website
  15. Blumer & Associates, CPAs, PC Logotype

    Blumer & Associates, CPAs, PC

    $5,000+
    Undisclosed
    10 - 49
    Greenville, SC

    Ability to deliver

    25.5/40.0
    16.4/20 Reviews
    2.1/10 Clients & Experience
    7/10 Market Presence

    Service focus

    65% Accounting
    100% Tax Preparation
    35% Other
    View Profile Visit Website
  16. Mowery & Schoenfeld Logotype

    Mowery & Schoenfeld

    $1,000+
    $50 - $99 / hr
    50 - 249
    Lincolnshire, IL

    Ability to deliver

    25.4/40.0
    16.2/20 Reviews
    2.2/10 Clients & Experience
    7/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  17. Thompson Greenspon Logotype

    Thompson Greenspon

    Undisclosed
    Undisclosed
    50 - 249
    Fairfax, VA

    Ability to deliver

    25.4/40.0
    16.2/20 Reviews
    2.1/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  18. Pasquesi Partners LLC Logotype

    Pasquesi Partners LLC

    $1,000+
    $100 - $149 / hr
    2 - 9
    Chicago, IL

    Ability to deliver

    25.4/40.0
    16.2/20 Reviews
    2.3/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  19. OnTarget CPA Logotype

    OnTarget CPA

    Undisclosed
    $200 - $300 / hr
    10 - 49
    Indianapolis, IN

    Ability to deliver

    25.1/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    7.3/10 Market Presence

    Service focus

    60% Accounting
    100% Tax Preparation
    40% Other
    View Profile Visit Website
  20. Catalano, Caboor & Co. Logotype

    Catalano, Caboor & Co.

    Undisclosed
    Undisclosed
    10 - 49
    Lombard, IL

    Ability to deliver

    25/40.0
    16.2/20 Reviews
    1.5/10 Clients & Experience
    7.3/10 Market Presence

    Service focus

    75% Accounting
    100% Tax Preparation
    25% Other
    View Profile Visit Website
  21. Nimbl Logotype

    Nimbl

    $1,000+
    Undisclosed
    10 - 49
    Salt Lake City, UT

    Ability to deliver

    24.9/40.0
    16.2/20 Reviews
    2.4/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  22. CBIZ Logotype

    CBIZ

    $1,000+
    $100 - $149 / hr
    50 - 249
    Boston, MA

    Ability to deliver

    24.9/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    7.2/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  23. JS Morlu Logotype

    JS Morlu

    $1,000+
    $100 - $149 / hr
    2 - 9
    Woodbridge, VA

    Ability to deliver

    30.4/40.0
    16.2/20 Reviews
    8.6/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% Accounting
    40% Tax Preparation
    30% Other
    View Profile Visit Website
  24. Outsourcing Business Solutions Logotype

    Outsourcing Business Solutions

    $1,000+
    < $25 / hr
    50 - 249
    Philadelphia, PA

    Ability to deliver

    32.6/40.0
    16.2/20 Reviews
    9.8/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    80% Accounting
    20% Tax Preparation
    20% Other
    View Profile Visit Website
  25. Bharmal & Associates, Inc. Logotype

    Bharmal & Associates, Inc.

    $1,000+
    $200 - $300 / hr
    2 - 9
    Irvine, CA

    Ability to deliver

    24.6/40.0
    16.2/20 Reviews
    2.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    90% Accounting
    100% Tax Preparation
    10% Other
    View Profile Visit Website
  26. ORBA Logotype

    ORBA

    $1,000+
    $50 - $99 / hr
    50 - 249
    Chicago, IL

    Ability to deliver

    24.5/40.0
    16.2/20 Reviews
    2.1/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website
  27. Wasserman Accounting CPA Logotype

    Wasserman Accounting CPA

    Undisclosed
    Undisclosed
    2 - 9
    Hainesport, NJ

    Ability to deliver

    24.5/40.0
    16.8/20 Reviews
    2.8/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    70% Accounting
    100% Tax Preparation
    30% Other
    View Profile Visit Website
  28. Accountants in Miami Logotype

    Accountants in Miami

    $10,000+
    $200 - $300 / hr
    2 - 9
    Miami, FL

    Ability to deliver

    24.2/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    76% Accounting
    100% Tax Preparation
    24% Other
    View Profile Visit Website
  29. Profit Matters Bookkeeping Logotype

    Profit Matters Bookkeeping

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Grapevine, TX

    Ability to deliver

    24.1/40.0
    16.2/20 Reviews
    1.8/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    87% Accounting
    100% Tax Preparation
    13% Other
    View Profile Visit Website
  30. SFBay Financial Logotype

    SFBay Financial

    $1,000+
    $100 - $149 / hr
    10 - 49
    San Francisco, CA

    Ability to deliver

    24.1/40.0
    16.2/20 Reviews
    2/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    100% Accounting
    100% Tax Preparation
    View Profile Visit Website

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