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Home Accounting Tax Preparation United States

Top Tax Preparation Services in the United States

Ratings Updated: August 20, 2026
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12,429 Companies

Country: United States
Tax Focus: Tax Preparation

List of the Top United States Tax Preparation Companies

  • George Dimov, CPA Logotype

    4.8 37 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 37 projects

    Reviews mention Flexible

    Clients consistently highlight the flexibility and responsiveness of George Dimov, CPA. One CEO noted the team's exceptional ability to address deliverables proactively, stating, 'They are on top of deliverables before anyone else is even thinking about them.' Additionally, the promptness in communication, with emails replied to within hours, reinforces the overall positive sentiment regarding their flexibility in meeting client needs.
    • Accounting & Tax Preparation Service for Landscaping Company
      5.0 Mar 2, 2024

      The responsiveness, flexibility, and proactive thinking. They are on top of deliverables before anyone else is even thinking about them.

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    1 of 2 reviews are 5 stars
    1 new review for Accounting services
    $10,000 – $49,000 avg. project cost

    Reviewed 2 times in the past 6 months

    Recent reviews of George Dimov, CPA reflect mixed sentiments. One client expressed significant dissatisfaction, citing poor communication and inconsistent guidance on tax matters, labeling the experience as frustrating and disappointing. In contrast, another client praised the firm for timely delivery and effective problem-solving, noting beneficial tax strategies. Overall, while some clients appreciate the firm's capabilities, concerns regarding customer service and communication persist.
    Read 2 Recent Reviews
    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

    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
    $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.

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    Reviews mention Reasonable pricing

    Clients have expressed positive sentiment regarding CoCountant's reasonable pricing, highlighting it as a key factor in their selection. One CEO noted that the pricing fit their budget and provided good value for the cost. Another client praised the 'awesome' cost relative to the value received, emphasizing the effectiveness and reliability of the service. Overall, the feedback indicates satisfaction with the affordability and quality of services provided by CoCountant.
    • Finance & Accounting Outsourcing for Software Company
      5.0 Jul 16, 2025

      The cost for the value is awesome. The accountant knows his stuff and is also very good at meeting deadlines to help our internal planning.

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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

    In the last six months, CoCountant has received positive feedback for their responsiveness and high-quality bookkeeping services. Clients, including a nonprofit and a VoIP services company, praised their timely delivery of financial reports and consistent communication. One client highlighted the impressive attention to detail and the team's ability to integrate feedback effectively. However, a suggestion for improvement was made regarding the provision of direct phone support for urgent inquiries.
    Read 2 Recent Reviews

    Industry Experience

    CoCountant has demonstrated strong expertise in various sectors, notably non-profit, telecommunications, information technology, and healthtech. Clients in the non-profit sector praised their responsiveness and tailored financial reporting, while those in telecommunications valued their attention to detail and consistent delivery. In IT, CoCountant's capabilities in financial management led to timely reporting and improved workflows. Overall, feedback reflects high satisfaction across industries, highlighting strengths in accuracy, communication, and strategic financial oversight, making them a suitable partner for organizations seeking dedicated financial services.

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    Select Industry to see insights

    Other industries Non-profit Software Information technology Telecommunications

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    Coral Gables, Florida (1) North Charleston, South Carolina (1) South Houston, Texas (1) Somerset, New Jersey (1) Boston, Massachusetts (1)

    This provider is fluent in 1 language:

    • English

    This provider is available in 1 time zone:

    • Eastern Standard Time (EST)
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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
    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

    Average Project Cost Breakdown

    $10,000 to $49,000 (10) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
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    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.
    Get in Touch

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    New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

    This provider is fluent in 2 languages:

    • English
    • Spanish

    This provider is available in 4 time zones:

    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Mountain Standard Time (MST)
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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
    1 of 1 reviews is 5 stars
    1 new review for Accounting services
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the last six months, client feedback for Hiline has been overwhelmingly positive. A finance head at Clayton Technologies Inc. praised their excellent project management, timely delivery, and proactive approach in handling US tax compliance, resulting in cost savings and efficiencies. The client noted that Hiline was chosen for their cultural fit and expressed satisfaction with the engagement, indicating no areas for improvement. Overall, sentiment reflects strong client satisfaction and effective service delivery.
    Read 1 Recent Review
    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

    Average Project Cost Breakdown

    What Clients Have Said

    Clients consistently highlight Hiline's excellent value for money, noting their pricing aligns well with budgetary constraints. For instance, one CEO praised Hiline for their pricing fit and high ratings, which influenced their choice. Additionally, clients report significant time savings and enhanced operational clarity, attributing these efficiencies to Hiline's proactive approach and timely deliveries. Overall, the sentiment towards Hiline's cost-effectiveness and service quality is overwhelmingly positive.
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    $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

    4.7 44 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 a versatile company providing accounting services, including bookkeeping, financial reporting, and tax preparation, with a strong focus on leveraging Zoho applications. Reviewers consistently praise their exceptional project management and communication skills, with 100% noting improved efficiency and satisfaction. While initial adaptation may present challenges, KDG's dedication to client success and flexibility is uniformly acknowledged.

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    Industry Experience

    KDG has established a solid reputation across various industries, including Manufacturing, Education, Telecommunications, and Financial Services. Clients commend their expertise in CRM and software solutions, noting strengths in project management, communication, and adaptability. In Manufacturing, KDG enhanced sales processes and operational efficiency. In Education, their custom platforms significantly improved student engagement and operational effectiveness. Overall, feedback highlights KDG’s strong partnership approach, making them an excellent choice for businesses seeking tailored technological solutions across these sectors.

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    Select Industry to see insights

    Manufacturing Other industries Retail IT Services Construction Consumer Products Legal Arts, entertainment & music Nonprofit Healthcare Dental Telecommunications Real estate Consulting Software Education Financial services Business services

    More responsive than most other service providers

    KDG 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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    Allentown, Pennsylvania (5) Bethlehem, Pennsylvania (4) Baltimore, Maryland (3) New York City, New York (2) Emmaus, Pennsylvania (2) Chicago, United States (1) Springfield, Pennsylvania (1) Miami, Florida (1) Oak Park, Illinois (1) Richmond, Indiana (1) Hoboken, New Jersey (1) Houston, Texas (1) Hudson, Ohio (1) Irvine, California (1) Lake Forest, California (1) Colorado Springs, Colorado (1) Prosper, Texas (1) Dallas, Texas (1) Charlotte, North Carolina (1) Harrisburg, Pennsylvania (1) State College, Pennsylvania (1) Vero Beach, Florida (1) Nazareth, Pennsylvania (1) Bend, Texas (1) Brookfield, Connecticut (1) Rossville, Indiana (1) Farmington, Pennsylvania (1) Orange County, California (1)
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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
    3 of 3 reviews are 5 stars
    Unknown avg. project cost

    Reviewed 3 times in the past 6 months

    Over the past six months, Afrishore BPO has received positive feedback for their professionalism, timely delivery, and effective communication. Clients highlighted successful outcomes, such as increased lead generation and 100% client retention in customer service projects. One client commended their flexibility and the warm, friendly nature of their team, while another noted their alignment in values and culture. Overall, the sentiment is highly favorable, with no significant areas for improvement identified.
    Read 3 Recent Reviews

    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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    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.

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    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

    Industry Experience

    1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.

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    Select Industry to see insights

    Wellness & Fitness Healthcare Transportation Advertising & marketing

    More responsive than most other service providers

    1-800Accountant 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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  • 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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  • 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
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  • 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.

    Read more

    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 Proactive

    Clients consistently commend Rise Accounting for their proactive approach to project management. One COO noted their ability to manage reporting with timely messaging and virtual meetings, ensuring accuracy well ahead of deadlines. Similarly, a CEO highlighted their organization and proactive nature, stating that Rise Accounting allows him to focus on his business by efficiently handling accounts. Overall, feedback reflects a strong sentiment of appreciation for Rise Accounting's proactive engagement and support.
    • Accounting Services for IT Company
      5.0 Aug 3, 2025

      They provided daily support for the accounting activities of the business and proactively managed all reporting with well-timed messaging and virtual meetings to ensure that information was complete, organized, and accurate - well in advance of deadlines. They also provided the necessary experience to address non-routine items and the reporting that was unique to our business.

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    • Accounting Services for AI Productivity Platform
      4.5 Aug 2, 2025

      They’re very organized and proactive. They always deliver on time. Rise Accounting is always professional and proactive, which is perfect for a founder who doesn’t prioritize the accounts and doesn’t want to worry about them.

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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

    More responsive than most other service providers

    Rise Accounting 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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  • 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.

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    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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  • 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

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    Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)
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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

    Industry Experience

    Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors.

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    Select Industry to see insights

    Software IT Services Advertising & marketing Healthcare Medical

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    United States (8) Spain (1)
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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

    Reviews mention Understands their clients' needs

    Client feedback highlights Monily's strong understanding of their needs, particularly in financial management. The CEO of Fluent Forever noted that Monily effectively resolved complex state tax issues and provided timely financial details for investor relations. Clients appreciated Monily's friendly demeanor, responsiveness, and willingness to simplify complex financial components. Overall, the sentiment reflects a high level of satisfaction with Monily's tailored support, contributing significantly to the client's operational stability during periods of change.
    • Accounting & Payroll Mgmt for Language Learning Products Co
      5.0 Apr 29, 2024

      Monily dealt with a number of state employee tax issues, which had been left unfinished by the previous firm. They put a lot of effort into this and solved many issues, which was highly appreciated. Monily identified which states we were required to be collecting and report sales tax on. Monily meets with us on a fortnightly basis to go through any outstanding topics on either side and (once per month) to present our financials. This is done with a handy executive summary, which breaks all the values down and explains the differences from the previous month. Throughout the month I have access to both our overall financials (including budgeting) and cashflow planning.

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    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
    $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 Innovative

    Clients express a highly positive sentiment regarding Jitasa's innovative approach, noting significant improvements in financial processes. One client highlighted how Jitasa transformed their disorganized accounting into a sustainable system, leading to reduced labor and enhanced efficiency. Their ability to provide tailored recommendations after understanding unique business needs was particularly praised. Overall, clients recognize Jitasa as a forward-thinking partner that not only meets industry standards but also adapts to specific organizational challenges.
    • Bookkeeping & Accounting for Educational Nonprofit
      5.0 Oct 20, 2022

      Our auditor was dubious about our working with an offsite accountant, but after her experience with Jitasa and seeing the technology and processes in place, she is more than satisfied. In fact, the auditing firm said that not only are we the most technically advanced organization they've worked with, our financial management is exemplary as well. I was skeptical that we could work effectively with a company completely off site, but I'm a convert.

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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

    Reviews mention Hard working

    Clients express a strong sentiment regarding La Rusa's hard-working nature, highlighting their ability to handle substantial workloads under tight deadlines. A Product Manager noted, 'La Rusa can handle a massive amount of work within tight deadlines,' and emphasized their reliability, stating, 'I’ve been able to rely on their services and never question what they’re doing.' Overall, the feedback reflects a high level of satisfaction with La Rusa's diligence and commitment to quality service.
    • Accounting Services for Fintech Company
      5.0 Jun 23, 2021

      I’ve been amazed by how good La Rusa can handle a massive amount of work within tight deadlines, first of all. Also, it's amazing how fast they can understand any information I send and start to work on it. In 2 years when we are working together, they haven't made any mistakes or slip-ups.

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    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

    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
    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

    Industry Experience

    SmartBean® Bookkeeping has demonstrated expertise across various industries, including Real Estate, Arts & Entertainment, Legal, and Hospitality & Leisure. Clients consistently praise their communication, transparency, and efficiency, highlighting their ability to streamline bookkeeping processes and improve financial organization. The overall sentiment is highly positive, with businesses noting significant reductions in administrative burdens and enhanced financial clarity, making SmartBean a suitable choice for small to medium-sized enterprises across diverse sectors.

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    Select Industry to see insights

    Arts, entertainment & music Beauty & Cosmetics Legal Healthcare IT Services Hospitality & leisure Advertising & marketing Design Other Industry Real estate
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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
    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

    Industry Experience

    CSI Accounting & Payroll has demonstrated strong expertise across various industries, including Legal, Restaurants, Retail, Healthcare, Financial Services, Business Services, and Utilities. Clients commend their responsiveness, accuracy, and comprehensive service offerings, particularly in navigating complex financial regulations and support during crises like COVID-19. Overall, the sentiment is overwhelmingly positive, highlighting their strengths in client communication and tailored solutions, making them a suitable choice for businesses in need of reliable accounting and payroll services.

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    Select Industry to see insights

    Legal Restaurants Other Industry Retail Business services Healthcare Financial services Utilities

    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 Timely

    Clients have consistently praised DeLeon & Stang for their timely delivery of services. For instance, one client highlighted that audit reports were issued promptly, with a draft report provided in a timely manner followed by a final report detailing the scope of work. Additionally, all parties involved in the audit process consistently met deadlines, demonstrating a strong commitment to punctuality. Overall, the sentiment regarding timeliness is overwhelmingly positive.
    • Accounting Services for Nonprofit Financial Organization
      5.0 May 10, 2021

      A draft report was issued on a timely manner with few findings to respond to. After that a final report was issued with full description of the scope of work by areas of engagement. All parties involved always met the deadlines.

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    Industry Experience

    DeLeon & Stang has garnered positive feedback across multiple industries, including financial services and various others. Clients highlight their expertise in tax preparation, financial consulting, and auditing, emphasizing their professionalism, responsiveness, and proactive approach. In the financial services sector, they have successfully handled comprehensive audits, while in other industries, they assist with corporate tax returns and financial forecasting. Overall, the sentiment is overwhelmingly positive, particularly for organizations seeking reliable tax and financial services.

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    Select Industry to see insights

    Software Financial services Other Industry Consumer Products

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients have consistently noted that DeLeon & Stang provides good value for their fees, with one client mentioning an increase from $500 to $1,000 per year due to inflation, yet deeming it worthwhile. Another client stated they invested approximately $25,000, highlighting the firm's responsiveness and professionalism as key benefits. Overall, the sentiment regarding cost and value for money is positive, with clients feeling satisfied with the services received relative to their investment.
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    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
    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

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express high satisfaction with Blumer & Associates, CPAs, PC regarding their overall cost and value for money. One client noted an investment exceeding $100,000 over three years, describing the firm as 'worth the investment' for the efficiency and freedom they provide. Another client highlighted the tailored financial insights and ongoing coaching, emphasizing the positive impact on their business. Overall, feedback indicates that clients perceive significant value relative to the costs incurred.
    Read All 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
    View Profile
  • 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.

    See all 3 projects

    Reviews mention High-quality work

    Clients consistently praise Nimbl for delivering high-quality work that significantly enhances their financial processes. One client noted, "They’ve delivered on their promises," highlighting the ease of transitioning to tax preparation. Another remarked on their impressive integration of technology, stating, "They solve problems quickly and effectively." Overall, the sentiment reflects strong satisfaction with Nimbl's ability to simplify accounting and provide valuable insights, with no significant areas for improvement identified.
    • Bookkeeping & Accounting for Marketing Company
      5.0 Aug 19, 2020

      I now have monthly reports about all of my businesses that I can go and make decisions with, in terms of growth for my businesses. I’m also no longer spending my time doing those tasks on a daily basis since they handle almost all of it for me. It’s an ideal situation. They’ve delivered on their promises.

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    • Financial Consulting & Accounting for Digital Agency
      5.0 Feb 20, 2020

      The engagement has been a huge timesaver for us. As a business owner, I’ve gotten better insight into our financials, which has helped us make more effective decisions. They have the exact expertise we needed.

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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

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently praise Nimbl for their competitive pricing and high value for money. One client noted paying approximately $500 monthly for comprehensive accounting services, emphasizing the significant relief from stress and improved financial management. Another client highlighted the affordability of their services, stating it was a 'no-brainer' decision due to the cost-effectiveness. Overall, clients feel that Nimbl's services deliver exceptional value, simplifying complex accounting tasks while providing expert guidance.
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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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    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 Accessible

    Clients consistently highlight JS Morlu's accessibility and responsiveness, noting their exceptional communication practices. One client emphasized that JS Morlu makes them feel like their only customer, stating, 'if there's an issue or problem, they are available right away.' The trust developed through their accessible nature is also praised, with clients appreciating the integrity and character of their managing partner, John. Overall, feedback reflects a strong sentiment regarding their accessibility and commitment to client needs.
    • 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

    Average Project Cost Breakdown

    Less than $10,000 (3) $200,000 to $999,999 (2) $1,000,000 to $9,999,999 (2) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    JS Morlu is consistently praised for providing excellent value for money, with clients noting their affordability and effective cost management strategies. One client highlighted their monthly retainer of $1,500, emphasizing the comprehensive support received. Another client mentioned spending under $1,000 for initial services while appreciating the quality delivered. Overall, the sentiment reflects satisfaction with the cost-effectiveness of JS Morlu's services, with many recommending them as a dependable partner for financial needs.
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    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 High-quality work

    Clients have consistently praised Bharmal & Associates, Inc. for delivering high-quality work, particularly in accounting services. One client noted significant financial benefits, stating they made twice as much money and paid half as much in taxes during their first year. The firm's strong communication and expert advice were highlighted as key strengths, with the client emphasizing the value of their strategic planning sessions. Overall, feedback indicates a strong sentiment towards their quality of service, despite some concerns regarding pricing.
    • Accounting for Acrobatics Gym
      5.0 Sep 14, 2020

      They’ve done a great job. During my first year in business, I made twice as much money and paid half as much in taxes. They truly know their stuff. Two or three times a year, someone sits down with me to plot the most beneficial areas for accounting and taxes for my business each year. I find that very helpful as I’m not a tax expert.

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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

    Industry Experience

    Bharmal & Associates, Inc. has demonstrated strong expertise in the healthcare and other industries, particularly in accounting and tax services. Clients in healthcare appreciate their compliance knowledge and methodical approach, while businesses in other sectors value their responsiveness and personalized service. Overall sentiment across industries is positive, highlighting their ability to provide effective solutions, maintain client trust, and deliver substantial financial benefits.

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    Construction Healthcare

    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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  • 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 Communicative

    Clients generally express high satisfaction with ORBA's communication, highlighting their proactive approach. One client noted that Jim Pellino, their point of contact, routinely reminds them to review their accounts and schedule meetings, fostering a transparent relationship. Another client acknowledged the importance of maintaining regular conversations to ensure the firm stays informed about their evolving needs. Overall, the sentiment reflects a strong appreciation for ORBA's communicative nature, which enhances client trust and collaboration.
    • Accounting Services for Web Design Firm
      5.0 Mar 6, 2018

      I’m very happy with the level of communication. He reminds me quarterly to review things with him and schedule a meeting. We also talk on the phone when necessary. They leverage technology to improve efficiency, so it’s easy to upload documents to them.

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    • Tax Preparation and Financial Planning for Digital Agency
      5.0 Jun 9, 2017

      I’m pretty satisfied with the communication. I don’t hold their team accountable for these issues, because accountants are not financial planners, and to place that responsibility on them would not be accurate. The biggest problem for us, as a company which has gone through a number of options, is simply doing our job without the entanglement of making recommendations which we would become accountable for. We will start to put blinders on, and not open these cans of worms.

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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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    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

    Industry Experience

    Wasserman Accounting CPA has demonstrated expertise in the Advertising & Marketing and consulting industries, providing reliable accounting support and proactive financial management. Clients in these sectors appreciate their clear communication, timely delivery of services, and focus on usability of financial data for strategic decision-making. The overall sentiment reflects satisfaction with their organized approach and positive impact on business operations, making them a strong candidate for firms seeking accounting support in these industries.

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    Other industries Advertising & marketing

    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.

    See all 1 projects
    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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    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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  • 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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    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

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently highlight LEAF Specialty Tax Consultants' exceptional value for money, noting their expertise in maximizing tax credits. One client emphasized receiving over six figures in tax savings, showcasing a strong return on investment. Another client praised the firm's 'good value for cost' and commitment to timely deliverables. Overall, the sentiment reflects high satisfaction with both pricing and the quality of service provided.
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    Las Vegas, Nevada (1) West Jordan, Utah (1) Lady Lake, Florida (1)
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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 Exceeds expectations

    Profit Matters Bookkeeping consistently exceeds client expectations, as evidenced by a review from ISHIR's executive. Clients appreciate the company's efficient use of technology, responsiveness, and comprehensive reporting that aids in better decision-making. The reviewer noted that Profit Matters not only closed books quickly but also provided valuable insights into expense management, resulting in significant cost savings. Their proactive communication and ability to adapt to feedback further demonstrate their commitment to client satisfaction.
    • Bookkeeping & CFO Services for Software Development Company
      5.0 Nov 15, 2018

      Their effective use of technology is outstanding, but they’ve retained a human touch with their responsiveness. They’re definitely forward thinkers and have wowed us, going beyond our expectations.

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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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    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

    Industry Experience

    SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.

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    Select Industry to see insights

    Nonprofit Business services

    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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  • Outsourcing Business Solutions Logotype

    5.0 5 reviews
    $1,000+
    < $25 / hr
    50 - 249
    Philadelphia, PA

    Services provided

    50% Accounting
    25% Back Office Outsourcing
    25% Call Center Services

    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 5 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 several industries, including Financial Services, Legal, and Business Services. Clients commend their expertise in accounting and bookkeeping, with notable strengths in efficiency, communication, and adaptability. In Financial Services, they facilitated QuickBooks management, while in Legal, they provided backend bookkeeping. Their impact is evident in improved financial processes and higher profit margins in Business Services. Overall, companies seeking reliable accounting support in these sectors are likely to find a good match with Outsourcing Business Solutions.

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    Financial services Other Industry IT Services Business services Legal

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently express satisfaction with the cost-effectiveness and value provided by Outsourcing Business Solutions. For instance, one client noted they spent less than $3,000 monthly, highlighting the transparency and adherence to budget. Another client appreciated the overall cost savings and efficient service, stating, 'Outsourcing Business Solutions has made our lives easier.' Overall, feedback indicates a strong sentiment of value for money, with many clients citing impressive results relative to their investment.
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    $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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  • 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 Reliable

    Nathan Accounting Group has received positive feedback regarding their reliability, with clients noting their consistent adherence to deadlines and clear communication. One client emphasized the absence of errors in their work and highlighted their responsiveness to inquiries. Additionally, they were praised for their professionalism and patience in addressing basic questions. Overall, the sentiment surrounding their reliability is highly favorable, with no reported areas for improvement.
    • Accounting Services for Music & Education Nonprofit
      5.0 Sep 13, 2022

      The 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.

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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.

    See all 1 projects
    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.

    Read All Reviews

    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.

    Read All Reviews

    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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  • 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
    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

    Industry Experience

    Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.

    Read All Reviews

    Select Industry to see insights

    Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

    More responsive than most other service providers

    Sensiba LLP 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:

    United States (6) Canada (1) Germany (1) South Korea (1)
    View Profile
  • 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.

    Read All Reviews

    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
    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)
    View Profile
  • 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.

    Read All Reviews

    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.
    Read All Reviews
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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 Communicative

    Cloud Accountant Staffing is highly regarded for their communicative approach, with clients consistently noting their responsiveness and clear communication. One client emphasized their appreciation for the 'clear expectations set' and another highlighted their 'quick replies' and 'transparency' as key to a successful partnership. Feedback across multiple reviews indicates a strong sentiment towards their effective communication style, contributing to positive project outcomes and client satisfaction.
    • Recruitment Process & Staffing for Accounting Firm
      5.0 Jan 23, 2025

      CAS is very reliable in their communication; considering the nature of staffing, I don't put deadlines on this work, but when a position needs to be filled, we can typically start interviewing within 1-2 weeks of a request being submitted. Their communication style and drive to support their clients are important factors, but I particularly appreciate their desire to provide and maintain quality candidates.

      Read Full Review
    • Accounting for Financial Services Company
      5.0 Jan 23, 2025

      The team communicates very effectively and works efficiently. Our primary forms of communication with Cloud Accountant Staffing were Virtual Meeting and Email or Messaging App.

      Read Full Review
    • Recruitment Services for CPA Firm
      5.0 Jan 23, 2025

      When I am ready to start considering a new team member, I tell them what I am looking for and they will provide various profiles that may be of interest to me. Then they schedule interviews for individuals that I am interested in. They remain communicative to me throughout the process.

      Read Full Review
    • Accounting & Staffing for Tax & Wealth Consultancy
      5.0 Jan 24, 2025

      They are always quick to reply. They are partners in all of this, so clear communication and transparency have been key to our successful relationship.

      Read Full Review
    • Staffing Services for CPA Firm
      5.0 Jan 31, 2025

      They are very good with communication and keep their promises.

      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.
    Read All Reviews
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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 Escalon Services, Inc.
3 CoCountant
4 Pacific Accounting & Business Services
5 Pilot
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

    36.8/40.0
    17.2/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

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

    CoCountant

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

    Ability to deliver

    31.7/40.0
    16.4/20 Reviews
    8.4/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    75% Accounting
    100% Tax Preparation
    25% Other
    View Profile Visit Website
  4. Pacific Accounting & Business Services Logotype

    Pacific Accounting & Business Services

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

    Ability to deliver

    31.5/40.0
    17.8/20 Reviews
    6.6/10 Clients & Experience
    7.1/10 Market Presence

    Service focus

    60% Accounting
    60% Tax Preparation
    40% Other
    View Profile Visit Website
  5. 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
  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. 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
  25. 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
  26. 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
  27. 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
  28. LEAF Specialty Tax Consultants Logotype

    LEAF Specialty Tax Consultants

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

    Ability to deliver

    24.1/40.0
    16.4/20 Reviews
    2.8/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    70% Accounting
    100% Tax Preparation
    30% Other
    View Profile Visit Website
  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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