“My practice purchase / transition was very rough, but Drew and team did a lot to smooth out some sharp edges. Working full time, there is no way we could have completed the transition without Engage Advisors doing a lot of the behind the scenes heavy lifting for us. Their knowledge and experience is very valuable. The seller's CPA team claimed to be dental specific accountants, but they were more like high school math students in comparison to Drew's team. We've stayed on with Engage for general accounting services, and have been very pleased. I wouldn't hesitate to recommend Engage to anyone in the need for a dental CPA or transition team. Well done all!“
“I have several clients who work with Krista and team, and have received rave reviews about Wilson Haag's service, ability to help clients navigate complex tax situations, and implement individualized tax strategies. Krista and team are excellent resources!“
“We used them last year for our taxes. For the first time in 20 years, we received a sizable refund. We had 3 previous preparers. We may not be so lucky this time but we are definitely going back this year. They were very professional. I have an associate degree in accounting but I don't want to do our taxes. I highly recommend Stephenson Tax and Accounting.“
“Rich and his team do a great! Very professional and reliable tax service. I highly recommend them if you're looking for an honest and trustworthy accounting firm.“
“As a business owner, I highly value the knowledge and strategic thinking Doug provides His team has been incredibly responsive to all my needs and requests. I HIGHLY recommend!“
“The accuracy of the work is exceptional. With the long-term working relationship with Trudy and Adams Brown's team, we are satisfied and we truly appreciate the extra time you take on our requirements from time to time. Thank you!“
“Carlos has done exceptional work for my insurance business, real estate and personal finances. I refer friends, clients, and family to him regularly!“
“Scott is a phenomenal accountant! He is quick and direct with any questions you might have. Every year he does our business and personal returns we are astonished at his ability to create returns that are perfect. We can't imagine using anyone else.“
“Jasmine is such awesome and amazing lady, she has been preparing my taxes and assisting with my business needs for the past 3 years..Thank you ladyTan Robinson4amRoastery“
“Ong and Company has been reliable, up to date on the latest tax trends and always willing to assist any time of the year. It’s great to have a company we can trust with our finances.“
“We hired Tim and his team to help manage our accounting needs and within months we were on track and able to make decisions that in the past were both time consuming and more overwhelming than need be. The work that they do is very thorough. Since hiring Financial Optics our time can be spent doing what our business needs us to do and not worry about our books. I highly recommend Financial Optics to anyone that is in need of a financial accounting partner.“