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April 2024 by Clair Murphy
I highly recommend PM Tax and Accounting! I have been working with Jim and his team for almost 20 years, and the service quality has always been exceptional. The team is extremely knowledgeable about all the things my business needs so that I can focus on how to run my business and do what I do best! I have contacted Jim about all tax concerns big and small, and I always feel relieved after speaking with him. I always have answers from PM Tax and Accounting, I never feel confused or worried about my accounting needs, and I truly would be lost without their services. This is the best tax and accounting firm!
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March 2024 by Adam Zmikly
Use with caution. I decided to try PM this year based on a friend's recommendation and unfortunately have had nothing but issues. Initial visit went well, taxes were done in a timely manner, went to go pick them up and sign off, signed and then realized my info (name) was wrong. Had to drive back and re-sign. I filed a bit early this year since you typically get your refund back sooner if you're early. I then went to check on the status via the state recently and they advised there was no filing under my name. I called PM and the front desk answered, she looked me up and turns out they never filed my taxes! For 30 days after tax completion, they still hadn't filed and sent them in yet. I then asked for a refund or partial refund of the $180 I paid for their services, she said I would get a call back & they never called! This is $80 more than I've ever spent, communication was good, and they're local so I was fine with it but after all of these issues I don't see how it's worth $180. If I didn't catch this on my own, April 15th would have passed and I would have been in a rough situation. I understand mistakes happen but this is beyond unacceptable. I'm sure I'm the minority and most customers have a good experience, however, they did me wrong in every way possible and I didn't even get a "sorry" out of it. I truly hope they filed my information correctly as I feel my journey is not over yet.
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January 2024 by Isabella M.
Kathy was amazing! My previous tax person was dishonest on my tax return whom didn't work on amending my taxes for about a month & Kathy fixed this the same day I called her!! Her service was exceptional! If you're shopping around for a credible & honest tax person, Kathy is your woman! Expect to be met with transparency & ethical business practices! Thank you Kathy!
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November 2023 by Betty W.
Outstanding and fast pre-Thanksgiving help! Kathy is a gem. My daughter messed up her taxes and faced threats of a large bill and penalty from the IRS. I reached out to Kathy early this morning, the day before Thanksgiving, and Kathy agreed to help. She revised my daughter's taxes, drafted a letter for the IRS for my daughter to submit and gave detailed instructions to my daughter on what to do next. All on the same day. My daughter will be using Kathy from now on. It's the best $400 we could spend for peace of mind for my daughter and her parents. Thank you Kathy!
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October 2023 by Jordan V.
100th review!! Amazingly fast service. Needed a last minute tax filing and Kathy got it done within 24hours of contact. Found a new tax accountant. Very knowledgeable and professional with her business. 5 stars all around!
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April 2023 by Kevin K.
I've not yet hired Kathy (to complete our 2022 joint tax return) but so far I've been very impressed with her prompt and diligent responses (to my preliminary queries.)
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April 2023 by Caleb P.
The gentleman who helped me was so kind and very helpful. He was very informative and gave me lots of advice for taxes near year. I highly recommend.
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March 2023 by Kyle H.
I just left this office after my 3rd year in a row owing much more in taxes than I thought I would have to. This was after we had Kathy help us file our w-4s the year before. Absolutely shocked at the discrepancy in what we filed under her suggestion, and what that caused us to owe. I have never been more frustrated with a business. To think I referred two of my friends to go here...look anywhere else for tax help. I implore you.
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March 2023 by Nicholas W.
We received tax assistance from Kathy. The procedure was made straightforward and stress-free by Kathy and her team's expertise and effectiveness. They provide individualized care to guarantee maximum returns and prompt filing. Their pricing are fair, and they do a good job of ensuring customer satisfaction.
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March 2023 by Stephanie S.
We had Kathy & her team help us with our taxes this year, and we're very pleased. The online portal and her responsive team made the process super convenient, and she was very thorough in walking through our return with us before it was submitted. Definitely would recommend!
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March 2023 by Daniel T.
Kathy is amazing! I was looking for an accountant to help with my taxes virtually because I disliked doing it in person. I requested a virtual consultation with her on Yelp and she responded very quickly. The whole process was a breeze and she was very patient with me. She answered all my questions and was able to make adjustments swiftly. I highly recommend! Thank you Kathy!
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February 2023 by Jamie P.
Couldn't ask for a better and more convenient tax experience! Been doing my tax with Kathy for a few years now; I saved so much time since documents can be uploaded through the provided portal or dropped off in person then she just calls/zooms me to go over all the details when it's completed. Not only she's knowledgeable and straightforward. I appreciate the effort and time that she puts into guiding me through setting up my future tax plan. Kathy makes a really difficult process incredibly easy to follow. I highly recommend her if your tax situation is a bit more complicated than just filing for w2 taxes. Kathy knows the way!
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November 2022 by Dylan Shearer
Jimmy was the least professional and least helpful person I’ve ever worked with. Taxes came back with issues on them and he was no help. Wouldn’t return calls. Sent back completely unprofessional emails that didn’t answer any questions. Can’t stress enough how horrible he was.
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June 2022 by Angels L.
Terrible accountant!! Bewarned Kathy is not good. She just got me in trouble with the Irs. She filed the wrong info and also did an amendment to the Irs but still I get a letter from IRS with payment owed plus late fee plus interest. Will never go back to her and would not recommend anyone to go to her. Also when you make appointment you still come in waiting additional 45 minutes. Total joke.
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April 2022 by Shen T.
Kathy is quick, accommodating, and takes pride in her work. I'm very happy to find that all the other stellar reviews posted are sincere.
