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January 2024 by Ann Mattingly
Mogg and Associates was referred to us by a Financial Planner.My husband and I waited a couple of weeks to have a Zoom call with Mark.The main reason for us reaching out was for tax planning and consulting. We have a large portfolio and wanted help with Retirement tax planning, Small Business accounting, Estate Planning, and education around tax laws.Mark was not engaging.The only thing Mark wanted to talk about was tax preparation, which was quite expensive. We would need to pay him for that service before he would be willing to allow us to talk with Brian about our main concerns.We agreed. When wrapping up the call, I asked him what the next steps were to move forward. Mark asked us to send him a copy of our prior year taxes.Imagine my surprise when he sent an email a few minutes later stating that we were not a good fit for Mogg and Associates.I didn’t realize that WE were on an interview!I responded by asking him the criteria that Mogg used to determine who was a good fit, so we could better understand their unwillingness to work with us.No response.Seriously, I feel like we dodged a bullet, especially after reading other reviews.There are plenty of other Tax Planning firms that I’m sure will be happy to take our business.Got any recommendations people?
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September 2022 by Richard McClain
Bryan and his team has done amazing job with taxes for the last 5-6 years. I have always struggled to provide them with the long list of documents required and they have gone above and beyond to make sure I could file ontime. His team has helped me with my book keeping and records.
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June 2022 by Patricio Zambrano
Took me a while to write this review as I usually don't like giving bad ones. For tax return 2020 the IRS got back to me with some letters. Not really knowing how to reply to such letters I looked for help. I found Mark online and called him to explain my case. He gladly took my case telling me that he would solve my issue. After only 3-4 weeks of getting his help and $600, he decided to stop helping. Telling me he was going to be too busy. He tried spinning me off to another service and in the such service was not able to help me after another 4 weeks of waiting.In the end, no part of my issue got solved, I was out $600 and left without help.I don't think its fair to tell your clients that you will be able to fix something and then leave them and on top of that charge them for not solving the problem.
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February 2022 by Summer Anderson
I HATE giving negative reviews so it's taken a long of time for me to actually write and post this review. However, this firm handled our company and family with such low professionalism and detail that I need to make sure others are aware of the possibility when engaging this firm. Working with Mogg ended up costing us thousands of more dollars than we have ever paid on accounting services. Once we left the firm we had to redo/correct much of their expensive work. The invoicing was always a surprise and only when questioned, we would receive detailed invoiced that did not match up with our services but we were still required to pay. The service was terrible, invoicing horrendous, and the quality of bookkeeping and tax projections caused more stress and money than good. One of many Examples: We scheduled a tax meeting, the tax projections were 100% wrong so we waited in the meeting for the owner to sit there and pull the correct information, redo his projections (they had all the access to right info the whole time but didn't pull correctly?) - we still got charged for every min we were there when most of the time he was fixing his mistakes. I have many examples like this for this is how they operate on all levels in our experience. I now have experience at another accounting firm that is WAAAAYYYYY more affordable. We also now experience a million times better quality and accuracy so I know it exists. Our books are more accurate, stress free, clean, and understandable (and affordable) now that we are not with Mogg. I wish I had someone tell me this before we engaged this firm. Go somewhere else!
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April 2021 by C
Truly my worst tax prep experience ever. At the senior level (Bryan), I do not trust this company, my basic tax filing needs were handled poorly. Missed deadlines, slow to respond, excuses over ownership, expensive, and a perceived thread of arrogance. I really wanted to like this outfit but ended up mostly disenchanted.
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April 2020 by Tyler H.
First time using a CPA for my taxes. Very friendly, helpful, informative and prompt. Secure communications the whole way through. Will use again.
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December 2019 by Todd G. Allen
The reason I gave this firm a 3 is that they did just enough but didn't go beyond in their service. Although they completed our returns, they would have been a more valuable resource by being more dialed in to our overall tax situation and more helpful recommending strategies to soften the impact of the revised tax tables.
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December 2019 by Alanna Pozzi
This firm has handled my personal returns and the returns for both of my businesses for years. We are more than pleased with the tax services we have received from Mogg, Hoeye & Assoc. They are professional and polite. Additionally, they answer all my tax questions throughout the year promptly.
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October 2019 by Brian Amos
I've always been treated nicely and fairly by the staff. I've appreciated the tax planning process to help proactively manage my business. Great CPA group! Highly recommended!
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October 2019 by Ed Bartlett
Excellent accounting firm! Bryan has handled my LLC for years. Service has always been prompt, advice sound, and quality of work impeccable. I highly recommend Mogg, Hoeye & Associates to anyone in need of a firm that will treat you with respect and give you the confidence that your accounting and tax work is being handled accurately and correctly.
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October 2019 by Micah Martin
This is the absolute worse run firm I have ever dealt with.
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January 2019 by Alissa R.
Bryan Mogg has been our family's tax accountant for many years. He does a wonderful job supporting our family in the tax process. Bryan understands the complexities of our tax profile and makes it a seamless and harmless process each and every year!
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January 2019 by Jennifer Lovegrove
These guys can and will help! Nothing but kudos for my accounting firm.
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February 2017 by Nick M
Great service and reasonable pricing
