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Done Right, On Time, No Excuses. Giving you Peace of Mind!

Accounting, Taxes, Business Coaching And Advice. Done Right. On Time No Excuses. Giving You Peace Of Mind!

General Info
Our firm offers a full range of tax planning and compliance services. We work with you year-round in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses. Our staff of professional tax preparers is friendly and knowledgeable with a wide range of tax expertise, including small business, estates and trusts, and real estate tax matters. Our staff constantly receives training on new federal, state, and local tax law changes affecting individual and business clients. We have all of the tools and strategies needed to help you minimize your tax burdens. Our services do not end when Tax Season ends. We are available to help you with any of your financial concerns throughout the year
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Certified Public Accounting, Comprehensive Tax Services, Litigation Support, Estate Planning, Business Valuations, Business Fraud Prevention & Protection, M & A Consulting (Mergers, Acquisitions & Sales), Real Estate Consulting, Debt and Financial Advice, Cash Management/Budgeting, Cost Segregation Studies, Efficiency Studies, Business Coaching, Tax Planning, Tax-Saving Strategies, Profitability Analysis
Peoples Commerce Park
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Certifications: Certified Public Accountants



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Bobby U.
Edited: 04/05/2018

Wow! OVERPRICED! Spoke with Joanne in November of 2017 and she seemed nice at first. Explained my situation to her and she said she would look at my previous years taxes. She did amend my 2016 taxes for my daughter because the prior tax individual missed some deductions. She said she did that at no charge. I decided to have her do my 2017 taxes because she helped my daughter get more money from her 2016 return and she also knew a good friend of mine. Greg actually did my taxes for 2017. I went to sign the paperwork and noticed a bill of $775. I said numerous times this was overpriced and said it was actually appalling. That was 3 times more than I have ever paid for taxes. I asked if she added my daughter's amended 2016 taxes into this fee. They said no. I also asked if they charge based on what I received back in taxes. They also said no.
Here is the breakdown of charges.
My tax return was $200
Both my kids taxes were $75
Capital gains and losses (1099 B) was $75.00
Child tax credit due diligence and form was $100
American opportunity credit due diligence and form was $100
City allocations and extra city returns due to move was $100
Compliance/mandates was $100 for a total of $775.00
They also cashed my check immediately! Before I got home the check was already cashed. It took a week before Joanne would call me back to discuss these absurd fees. When she did call back (after I stopped by to see her) she said that I should not have paid it and gone somewhere else. I told her I would write numerous negative reviews and she said she would get her attorney after me. When I laughed at that comment, she hung up on me. I also met 2 other CPAs and showed them her breakdown of prices. They both rolled their eyes and said that was very expensive. The one CPA quoted me a $350 price the other $250. My suggestion is to get the prices upfront or go somewhere else.


Phone: (440) 299-8271

Address: 8302 Yellowbrick Rd, Mentor, OH 44060