Accountants near Urbandale

“Been VERY HAPPY with Welgaard CPA's for the last 4 years since we've been with them. They've done our personal and business taxes, provide solid planning advice and just GOOD people. I'l Highly Recommend them!!“

“Working with Ann Hartz & Associates has been a breath of fresh air for my business. They not only sorted out my complicated taxes but also took the time to understand my unique business needs. Their friendly approach and personalized service made me feel like I had a trusted ally in my corner. Thanks to them, I can focus on what matters most and grow my business. Highly recommend them to anyone looking for accounting support and help with small businesses!“

“Receptionist friendly and knowledgeable. Mr. Poeman friendly and knowledgeable. Fair and affordable prices. I am a travel nurse with a permanent address outside of Iowa, temporarily in town for an extended family emergency. He performed an amended non-resident NY state tax, saving me $2,000.“

“Our experience with Jim @ Acctg/Tax Professionals has been most helpful & timely.“

“Totally impressed with the service !! Shelley is extremely knowledgeable and asks all the right questions to make sure you capture all eligible deductions. Guidance with planning for the upcoming year and managing retirement funds has been really helpful. I totally recommend. The friends I've referred are also VERY IMPRESSED and grateful to have found ThornTree and Shelley.“

“Performance Financial is very professional and is always willing to help answer your questions. Drake has been amazing to work with. I had to work through some bad apples before I started working with him and it is a night and day difference. Count your blessings if you decide to work with this team because you won't need to find help in this sector after that. While running my own chiropractic business it gets difficult to stay organized and performance financial helps a ton. Now I can just focus on being a doctor instead of a tax/financial expert. Appreciate you guys!“

“As a small business owner, I truly appreciate Jason's in-depth knowledge on all things business and financial, not just his tax expertise. Jason is a trusted advisor and I cannot recommend him highly enough!“

“Great service and tremendous accuracy. Have dealt with them for over 7 years. They are the best“

“I have been going to planner's tax and accounting for the last 3/4 years. The staff is very friendly and I feel I got very good service. It was kind of slow during covid to get my tax return back but I understood the situation.“

“Darren is amazing. Has been doing my taxes for years and never have an issue. Highly recommend“

“I have been going to them for a few years now and I've never had a problem and everybody is just so nice and welcoming.“

“I have had my taxes done here for a very long time and I always end up satisfied! They are extremely helpful and quick in responding! I would recommend them any day!“

“I’d recommend everyone to this place. My family has been going here for a while and this was my first time going there by myself and it was so quick and easy and they were very friendly. If I’m correct the owner helped me today and i know I’ll be going here for a long time. 10/10“

“Mark has made tax season go from stressful to stress free! On our first visit he discovered that we had been significantly overpaying the state and got us 3 years of retro $$$ back. From that day on it's been nothing but exceptional service. Great guy to sit and chat with too. ?“

“Shelby was very professionalIdoing my business and personal taxes within 2 hours. Very knowledgeable and I wish her the best in the future.“

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“Craig , Lynn and the entire staff do an awesome job of keeping track of all the details to keep our business running smoothly! I would recommend them to anyone wanting a trustworthy and qualified accounting firm.“

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“I have known Evan for several years and have referred multiple people to him. Everyone speaks highly of his personal attention and professionalism. They really appreciate a CPA meets with them face to face and takes the time to answer their questions.“

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