On top of being an outstanding accounting firm, We constantly experience excellent treatment, amazing patience to help us understand every step, thorough with every detail, and demonstrates utmost honesty, and most important the charges for the services offered are very reasonableNote; even though, I live in Illinois and my business is in Michigan, I find it most convenient for me to give all my ACCOUNTING requirement to BAITY RUSSELL ASC. IN DALLAS, TEXAS.
2871 Lake Vista Dr Ste 150Lewisville, TX 75067
From Business: Founded in 1984, Hammerle Finley and Scroggins represents clients at every stage of life. Our areas of practice include business law, family law, estate planning,…
Mr. Gump has been my personal and company CPA for more that 10 years. His staff is awesome and professional and have helped me with several areas of business including restaurant & resorts. He truly takes time to help you and has the best interest of his clients at heart.
I don’t pretend to know anything about how to do my own taxes, so I contacted Mr. Tyra for help processing my quarterly tax returns. As a graduate student on a government funded stipend I pay estimated quarterly taxes vs. the yearly taxes that most other people pay. Not only did Mr. Tyra accurately do my taxes but he was also available to help with any questions I had along the way through phone or email. In addition, I have recently been contemplating starting an individual retirement account but was unsure of where to turn for advice on this matter. Mr. Tyra proved to be a very knowledgeable source on this as well. Since he knew my financial situation I felt comfortable asking him for advice on which type of retirement account would be right for a person in my situation. Not only did he provide valuable advice, he put it in terms that were easy for me to understand. I never felt stupid asking him to explain what something meant. Very professional throughout the process. Would highly recommend.
I've always done my taxes the old fashioned way via paper form, but I'm at the point where I need help- it's too much headache, and I needed some business tax advice too. I've heard a lot of bad things about HR block- that they rip you off and basically aren't real CPAs (friend of mine worked there for a summer and just did one week of training). So I wanted someone independent and started calling around and got really frustrated- every firm said they don't just answer questions or do hourly work like that and several didnt even bother to return my phone call. One of them said they charge a flate rate of $1500 for a new business consultation- it's like..what!? I just want some help. A business associate recommend Jason so I gave him a call. He was very helpful and open and very knowledgeable. I asked him about tax planning, how i can reduce my liability- and just better set up my accounting stuff in general. I couldn't find any other CPA willing to just charge me an hourly rate to answer my questions and help me with "one off" things. It's good to know you have someone you can just call when you need help or are confused about something. I will definitely be using him for my future business and personal needs. I'm pretty much convinced now that it's totally worth it to have my taxes done professionally and will probably wind up saving me money. One other thing i liked- Jason was an Army grunt like me. Might sound stupid to some but people who served know what i mean. Like when you walk into a firm you just feel like the guy in the suit and tie sees dollar signs, but when someone's been forward deployed like you- it's like hey your a battle buddy so I'm genuinely gonna help you out.
We’ll call this the “bait-and-switch” accounting firm. I’m a professional who is in the service arena. I fully understand the dynamic of wanting to get paid for services rendered. We just moved to Dallas last year from a smaller market. We wanted to continue working with our accountant back there but it just didn’t make sense and we wanted a faster turn around than he could provide. So, we found Holly Roundtree via Google search and saw good reviews. We met with Jennifier (yes with an “i”), a new associate, for a free consulting session where we discussed our needs and were given a price estimate. Sticker shock was apparent on my face, I am sure, as in our previous town, we paid half of that for our tax preparer. Then, I asked a very important two-part question: “How do you bill? And will we be able to pay you out of our tax return when it is received?” To which Jennifier said, “Yes, that is fine.” Fast-forward a month (because the IRS didn’t have its ducks in a row b/c of Congress)... Tax return is ready to go. Our final bill was nearly double the original quote. Then, the big hit: that “pay upon receipt of tax return” conversation with Jennifier became “You owe the entire amount up front before we will file your return.” I called the receptionist and said, “I’m confused because I had this conversation – I very specifically asked this question because I would never have chosen this firm if the answer wasn’t what I needed – and I was told by Jennifier that we could pay after we received our tax return.” To which I was given the typical, well, that’s not how we’ve ever done it but maybe that is the case and they just didn’t tell me. Then, an email came back stating that it was not an “agreed upon” arrangement. We’d have to pay the money up front or make payments until we were ready to file by April 15 or have an extension filed so we could pay through October... Because we want to wait to file until April 15 since the whole point of our hiring Holly Roundtree was to have a faster turn around… (Sarcasm)I asked to speak to Holly Roundtree or Jennifier. The receptionist said this is a decision that came directly from Holly. I asked a second time to speak with one of the two ladies. Receptionist said the same thing. I asked a third time to speak with one of the ladies, and receptionist put me on hold. Came back – of course, they were in a meeting and unavailable. I asked if she could have them call me back today. She said, she would try but probably not. So, I said you know what, I want to come get my tax information and not even work with Holly Roundtree at all. And, rather than focus on good customer service (apologize for confusion, explain the policy, we will work with you this one time, please pay on time, we hope you’ll be a long-time client of ours in the future, etc.), she said, “OK.” So. They wasted hours of time and did not get paid. That’s a good businesswoman right there! Now. I am NOT against paying for work done. Were we happy the final total came out nearly double the original? No. Were we going to pay it? Yes, because we actually had a tricky 2012 that did take more time. However, I asked the question about billing to decide whether we would work with Holly or stick with our accountant back in our smaller market. Again, the only reason we looked for other firms in Dallas was for the convenience of not having to ship documents back and forth in the mail and to speed up the process. Why would I go with an accountant who was three times more expensive and charged up front when I had a guy who could do it for much less and let us pay after the fact? But, when a business tells me one thing then switches to “this was never agreed upon,” I call B.S. and will report them to the BBB for deceptive business practices. I do not recommend this accounting firm.
Mr. Lumby takes the time to make things clear in terms of a layman's understanding of insurance and retirement. This is the person who is guiding our future and we appreciate his efforts and advice.