Today's ever-changing tax laws, mounting government regulations, and the current economic environment dramatically changed our customers' tax, consulting and accounting requirements. We responded by changing the way we serve our customers. Although we all have basic requirements in business payroll, office support, financial reporting, banking requirements, and tax reporting each personal and business is different.
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Reviews (6)
Tugg Speedman
Dec 24, 2019
I used this firm to prepare our 2018 federal tax return. Very friendly staff, and initial impressions were good. Quality of work / accuracy was quite poor. When told to come pickup and sign our completed return, I immediately noticed that our AGI was not correct. They stated they would take a look, and get back to me. During this review period, they reclassified some retirement rollovers as taxable which was not correct.
I have no idea why this change was made at this time instead of before the return was "done" but I was alarmed that things had changed. Especially because the rollovers were not taxable Once that was cleared up, the return was signed and filed. When the refund came from the IRS, it was thousands less than anticipated. After much of my own research and none of the firms, I learned that they either didn't thoroughly review the documents I had provided or did not know how to properly handle tax payments made for a household employee.
As such, our return was filed showing that we owed double the household employee tax, hence the smaller tax refund. I went to another CPA firm to handle the amended return, as I have zero faith in this firm's ability.
I have no idea why this change was made at this time instead of before the return was "done" but I was alarmed that things had changed. Especially because the rollovers were not taxable Once that was cleared up, the return was signed and filed. When the refund came from the IRS, it was thousands less than anticipated. After much of my own research and none of the firms, I learned that they either didn't thoroughly review the documents I had provided or did not know how to properly handle tax payments made for a household employee.
As such, our return was filed showing that we owed double the household employee tax, hence the smaller tax refund. I went to another CPA firm to handle the amended return, as I have zero faith in this firm's ability.
Will R.
Jul 02, 2019
I'm not sure what happened (or more notably, if what is alleged happened) with those who have given poor reviews but my experience with Mr. Oliver was nothing but exceptional. I initially scheduled my meeting to discuss "x" business but instead I needed to discuss "y" business. Mr. Oliver wasn't "thrown" at all - he answered ALL my questions, he gave advice that literally turned into thousands of dollars in my pocket, & he's ALWAYS willing to help.
I'm nothing but impressed by Mr. Oliver and I wholly endorse his services as TOP- NOTCH. Hell, considering everything he's done for me and all that he's kept in my pocket - I'd pay him a whole lot more!
I'm nothing but impressed by Mr. Oliver and I wholly endorse his services as TOP- NOTCH. Hell, considering everything he's done for me and all that he's kept in my pocket - I'd pay him a whole lot more!
Michael & Jessica Davis
Jul 01, 2019
Paul Reid
Sep 27, 2018
George Martin
Apr 07, 2018
Being self employed carries many challenges, including rental property business. Mike and his team has exclusively handled them to perfection, and if ever needed one on one, simple phone call usually will take care of it, but in some cases meeting with appointment he always makes time for us. We have and continue recommend Mike and His Team to friends and Family.
Larry Martin
Dec 03, 2017
