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November 2023 by Vince FaGalde
Great people to deal with! Very happy with the service, advice, and results.
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November 2023 by Vince F.
Very happy with their service and communication. The provided valuable insights that made a positive impact on our taxes at a reasonable price.
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September 2022 by Tambi Johnson
Mr Welch was not at all communicative and failed to meet every deadline he set. We were told our taxes would be finished by March 15 2022 but that came and went and no word from him despite multiple calls and messages. We finally got some communication on April 15 telling us we needed to pay estimated taxes and that he was filing for an extension but assured us they'd be done by May. Several attempts were made throughout May June and July to get any sort of communication as to the status of our taxes with absolutely no success until we finally heard at the end July that he'd been out sick for a week and that's why our taxes were over 3 months late, but still no word as to an estimated completion date. We did not hear from anyone until the third week of August when we were finally able to file even though we made regular attempts to make contact. That same day we recieved an IRS letter that we did not understand and thought it might be a scam so we reached out to him and he assured us he would look into it but we never heard back from him. We even signed a power of attorney to allow him to speak with the IRS on our behalf. That never happened. As the deadline in the letter approached, again we left several messages and when we finally got through to the office number, the receptionist informed us he was out of the office until after the deadline stated in the letter. I would avoid Mr Welch and his associates like the plague if I were you. I will be having my taxes reviewed by a competent accountant to see what other mistakes he made.
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August 2022 by James Mark Salon
Clay has been a valuable asset to my business. His team is busy, but always there if you need assistance. If there were 6 Stars I would give this business all 6 without hesitation!
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May 2021 by Matt Gifford
Knowledgeable and trustworthy. Fair price.
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February 2020 by Kelly Conroy
Clay has been doing our taxes for four years now and I'm so glad we found him! He takes care of everything for our small business and our personal taxes and it has made a huge difference in our financial planning and our tax returns. He makes it super simple to get all of our paperwork to him each year and always checks in with us on any change - from home office expenses to having a baby - to make sure he's maximizing our deductions. I check in with him anytime throughout the year with questions or concerns and he's always happy to help with his expertise. Plus, he's incredibly kind, genuine, and extremely knowledgable. I recommend him to everyone I know!
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November 2019 by Kyle Mau
I signed with Clay to do my 2018 tax return. He wanted me to use and learn Quickbooks for my accounting, which I agreed to. I needed significant training to get up to speed and did offer to pay him part of his tax return fee for all that.
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September 2019 by Nathan Jones
I trusted Clay to do my taxes and prepare my bookkeeping. This year I had some changes in my personal life and in my business which required an alternative tax filing than in previous years. I instructed Clay to submit my taxes with the information I had provided to him. He refused to do so and instead gave my personal tax information to a third party which was used against me in court. He gave this information to a friend of his that was trying to get additional information about me to use in court. Very unethical and very unprofessional. I terminated my business with him and have reported him to the appropriate authorities in hopes that his ability to continue doing taxes for others will be terminated. Hopefully this doesn't happen to anyone else.
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December 2018 by Kyle T.
I just started working with Clay and have to say he is great to work with. My last tax guy hardly ever had time to meet with me for tax planning. With Clay he is always easy to get ahold of to meet and our meetings never feel rushed. If your looking for a Professional honest CPA give him a call.
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March 2018 by Cheyene Keniston
Clay is an absolute joy. He makes doing your taxes enjoyable. He is genuinely there to help you. He is very knowledgeable and is willing to take the time to explain taxation concepts for your understanding. He is very personable and extremely organized. I will be a lifetime client and I highly recommend him.
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January 2018 by Brenan Greene
If you are looking for a knowledgeable and hard-working payroll and bookkeeper, look no further. Clay is a very tech-forward thinking guy. Working smart and setting up key processes is crucial for running a small business. Big thanks Clay!
