It All Adds Up Accounting and Tax

Allen Richardson

Sep 25, 2023on

You could save hundreds by going somewhere else.

Todd S

Mar 10, 2023on

I was quoted $350 for tax preparation and was billed over $750. This is for a married filing jointly, standard deduction, no itemization, two W2's, a few 1099s from large institutions, no individual stock transactions, no investment property. My initial visit was in the fall to get an estimate of taxes to be paid so that I could prepare to pay in. After meeting at the office I never got that estimate as promised. Bunch of excuses about being busy and needing to attend classes for upcoming tax year. Just a bad experience in many ways. 3/21/23 additional information added upon seeing Ms. Merrills reply: I am quite knowledgeable about my tax situation and preparation. Ms Merrill gave me a compliment for that while meeting. The forms she lists are very simple. For instance, Schedule B foreign tax paid. I had one entry on that schedule. It self populates using any tax software, TurboTax for example. She charged for a Additional Medicare tax form. Schedule 1, one entry for a small HSA amount. The list goes on. I was charged a base fee of $535 not $350 as stated in Ms Merrills reply. My tax situation is simple. Standard deduction, a few 1099's from large institutions, 2 W2's. No individual stock transaction, no investment properties. Ms Merrill's reply should tell you a lot about the service.

Allen Harrison

Mar 17, 2022on

Unprofessional, rude & very expensive for the lack of service she provided. Ask for pricing up front. I will not be going back. She implied she has more than enough money. So I know it's not a loss on her part. Wouldn't you want someone who cares about your finances & not just focusing on her pocket book? All I requested was an invoice of her services. She is by far the most expensive and rude tax person I've ever had in my 30+ years of filing taxes. If I have to post her rude email to prove myself I certainly will. People like her make life miserable. Go elsewhere for your taxes. For your pocket books sake!!!

DW Letsch

Apr 2, 2020on

Fast, professional and painless. Well done.

Marty Langemo

Feb 6, 2020on

Julie has taken care of our taxes for over 20 years. She's fantastic!

INK

Mar 25, 2017on

Great job. Great company and service. Excelent