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January 2024 by Arun Coumar
Kim might be great to work with, but between Kim and her assistant it took me three months of follow up and multiple blown off requests for a call for them to tell me “we are not taking tax-only clients and hope you understood that”Go elsewhere unless you have extreme patience and want wealth management and tax advice. Waste of your time otherwise.
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February 2023 by Cali S.
Kim is great, but unfortunately her office manager Barbie, is impossible to work with. She is rude, inconsiderate, and has no respect for her clients' privacy.
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May 2021 by Lorriann R.
Kimberly is a knowledgeable, patient and well educated up to date CPA. I needed advice about a tricky tax problem and former bad filings. She sorted me out and made me feel confident that I'd avoid any kind of audit! She works hard and earns her fees honestly. I'll keep seeing her every year!
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May 2020 by Watermark Builders Inc.
Kim and her staff have been assisting us with accounting services, including payroll and tax prep, for over a year now. They are knowledgeable, responsive, and very friendly. Robin is now overseeing our account and the service/ support continues to be excellent. Outsourcing these responsibilities to Kim's office has proven to be a great move for our company. Successfully partnering with another local small business is the icing on the cake. I highly recommend the entire team for your accounting needs.
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May 2020 by Bob Ritter
Kimberly and her staff are efficient and polite. They have taken care of all our tax needs. Most importantly, Kimberly is up to date with the tax law changes keeping us on track.Highly recommended!!!
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August 2019 by Rocky Z.
Called to ask about services as I am looking acquire and run a small business. Had a woman by the name of Darbie(?) answer, asked me what I wanted repeatedly without asking for further details or clarification questions and then said we don't work with start-ups. Yet the book on the first page of their website is titled 'Secrets of Small Business Success' and under their services tab they have services geared towards smaller enterprises. The condescending tone did it for me. No thanks.
