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June 2023 by Victoria Purdy
I have been going to Kathleen for many years now and have always had a pretty good experience but I have to say I am very disappointed with our treatment this year. Understandably, as we did not get them in until the last minute, it has still taken over a month to get them done, without however, one courtesy phone call to let us know how it was going. In fact I called a week and an half ago and was told that it should not be much longer and that they would let me know. No word. Today (one month and two days), in the morning, I called for an update and was told I would receive a call back from our tax preparer to let me know how they were progressing . No word. I called again at 4:45 and was told they were done and would be ready Friday or Monday, in 2-5 days from now. Considering that one has to do a lot of the work oneself and that it is several hundred dollars to get them done, I do feel there should be better customer service, especially for loyal customers. Thank you
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April 2023 by Courtney Russ
The best accountants I’ve ever worked with. They respond within minutes. They are always up to date on any new laws/tax codes. They are always so helpful whenever I have any questions about quickbooks or State and Fed taxes. I can’t recommend them enough! Taxes and finances are so important and you want to have someone that knows what they are doing and that has your back.Thank you Kathleen for everything you’ve done for me!Courtney Russ
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April 2023 by Tony Eason
Kathleen and staff, are absolutely fantastic. They are thorough, ethical and the customer service is next to none. I have had Kathleen and team take care of my taxes for the past 5 years and will continue to do so forever. Thanks for the hard work!
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April 2023 by Mechele Duke
Kathleen, has guided me with all my tax issues and for my business and my personal. She is competent and is available for all my questions and when it comes to taxes there is a lot. I highly recommend!
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March 2020 by Barbara Button
Most profesdional..personable..highly intelligent. Here's a woman who knows her business!
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October 2017 by Chase Shields
Kathleen Roma and Associates have been helping me with my taxes for years now. They are such a pleasure to work with and make it easy for me to get my taxes done. I have a very busy schedule and making time to get my Completed can be extremely difficult. Along with working around my schedule they have found huge savings for me. I do and will keep referring people to use this team.
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October 2017 by Devan Robnett
Kathleen Roma & Associates are top notch accountants, they have been doing my family's taxes for the last 20 years and just recently started doing mine. Very timely and have a great understanding of what my needs were and took care of them.
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October 2017 by JT Sveigdalen
Good experience, timely communication.
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March 2017 by Heather McGovern
Kathleen has been doing my taxes for years - she and her staff are phenomenal. Whenever I talk to Kathleen or anyone on staff, I find them knowledgeable and experienced. Very quick with communications and getting our return back to us for review. Both the tax returns and advice have always been spot on and we've had both multi-state and other complex issues to address. Even though we've left the state, I continue to have her prepare our taxes long distance. No one could compare to Roma & Associates great customer service.
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February 2017 by Montana Patton
Expert level guidance, work, and advice. I have only the highest praise and positive review in favor of trusting this firm. Kathleen and her staff go above and beyond when it comes to answering questions and overall communication. I have felt that they are always in my corner when it comes to taking care of my taxes and bookkeeping. I have sent dozens of coworkers and colleagues to this firm and have only received gratitude for linking each of them to the best and brightest. 5 stars.
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February 2017 by Kathie Prouty
I have had nothing but great experiences with Kathleen Roma & Associates for the last 5 years and would and (have) highly recommend them to anyone who is in need of a CPA firm. We began to use Kathleen Roma & Associates 5 years ago when our tax filings started to get more complex, we needed to file several different state tax returns, had started a business, investments, kids in college, etc! From the moment I walked in the door, I experienced friendly and helpful employees, I had a lot of questions and they took the time to answer them all, if I called with a question , they either had the answer or promptly called me back with the answer. Everyone that I have had contact with in the last 5 years has always been very knowledgeable and had clear details to my questions so I understood them. They have truly made my tax season an easy proceed!!
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February 2017 by Joni Pursell
Kathleen Roma & Associates has been my CPA for 15 years. My experience is this: I am not the expert in the tax arena and I know without a doubt that her firm is competent. knowledgeable and helpful. I currently have 3 different businesses and they are my expert, go to every time. In dealing with the complexities of the IRS and tax law they always more than exceed my expectation. Kathleen and her associates are highly respected in this community. If you want someone you can trust to do the best job, it is her firm. I highly recommend this firm. I also have a number of business clients that use this firm as well and they too have a high respect level for the attention to detail and depth of knowledge they possess.
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February 2017 by Karen Eamon
I am the office manager for a business in Meridian. We use Roma and Associates to do our taxes and payroll. They are very responsive. Any questions are answered in a timely manner with a clear response. All employees are very friendly and very helpful. I am able to call with any question and they are more than willing to walk me through what I need. Highly recommend this group!
