Ottumwa Accountants

in Ottumwa, IA

29
Accountants are
in Ottumwa

11
Accountants in Ottumwa
are top rated

F
Rated by
Erik T.
"They lure people in with a free steak dinner and a supposed tax seminar. The real story is they want to sell everyone their indexed annuities take their big commissions and run. These" are unscrupulous folks trying to rope people into fixed income annuities. They are super slick and super good at getting people to turn their life savings over before they poor suckers read the fine print, penalties, conditions and
words. Very reminiscent of the mortgage default credit swap schemes of years past. Stay away you have been warned.
used to run Patriots auto valrico (Total used car salesmen) and various other corporations. His partner
has a similar checkered past. They put themselves off as super successful and
lives in a $140k house in plant city. Just two wise guys looking for a quick score. No such thing as a free steak dinner.
D
Rated by
Michael D.
"The initial meeting was wonderful. The office climate is attentive, polite and professional. I went over everything with the Accountant.....everything. I explained that my taxes" would be late so it would require filing for an 'extension'; that the last depreciation schedule was two years old etc.. I provided a summary with all of the information so no bookkeeping services were required. I then asked very specifically what the charge for these services would be. The accountant stated that she felt confident my taxes could be done for between $450 - $600. I had already decided that the maximum I would agree to would be $700 and if she suggested it would be more than that, then I would go elsewhere. There were several phone calls from different people as the taxes were being completed. Some of the same questions would be asked. My taxes were completed but with no bill. They insisted that I agree to sign a statement that included legalese (client pays attorney fees for any payment disputes etc.). I was not alarmed because they seemed like a credible and professional establishment, however, I regret that. After my taxes were completed, I called a couple of times inquiring about my bill but the bill did not come for approximately two months. The bill was for $1400. I immediately called but the partner that I had done business with was out on pregnancy leave from that week forward and could not be reached. I left a message for
, also a partner in the firm. A week passed and I heard nothing. I called again and it was suggested that I speak with a woman that handles billing. She informed me that she did not know what went into handling taxes but she did say my bill was cut in half. TWENTY EIGHT HUNDRED DOLLARS to do an individual's personal taxes with two apartment buildings and no bookkeeping services ??!! Another message was left for
to call me. A couple of days later Mr.
did call. He expressed NO regret for the miscommunication nor any apology for failing to return my initial phone call to him. He stated that the reference to the $2800. was that they had new employees but, of course, they didn't expect me to pay for their learning curve so my final bill was clearly 'just' the $1400. I understand that working with a firm can be more costly than working with an individual accountant. I do believe that they completed my taxes adequately and throughout the initial process I was treated politely and warmly. However, something seems wrong here. It is not just the overcharge but it is the firm's overall behavior and their aloof reaction to a client being billed twice what he expected. No breakdown of the charges were provided until I insisted. No depreciation schedule was provided to me until I called in three times and even then the email said 'We only have a NBV report in the pdf file, so until FA issue is resolved, I can’t print our typical report set.' Maybe it would work better to inform the client there is an issue but as soon as it is resolved, the normal report will be sent to him. I paid my bill and I am moving on but I would be remiss if I did not provide feedback to others in my community.
A
Rated by
Linda L.
"He was extremely helpful in explaining their options and how they could save money. She said he achieved the perfect balance of personable and professional. They were able to conduct" all business via phone and email which was extremely convenient for them.

Ottumwa Accountants

Ottumwa, IA

29
Accountantsare in Ottumwa

11
Ottumwa Accountants are TOP RATED

Ottumwa Accounting Articles

Accounting reviews in Ottumwa

A

Rating
Ottumwa Accountants Provider Name Locked
did a great job and was friendly and responsive. When we met in person, he offered suggestions as to how to save tax $$.
- Amanda W.
F

Rating
I made an inquiry into making an initial appointment to meet
Ottumwa Accountants Provider Name Locked
, or a CPA staff member and I was immediately put on the phone with
Ottumwa Accountants Provider Name Locked
. He asked me a few questions, and said that he would not have time to go through a lot of itemization details and finish by October 15th. Therefore, he suggested doing the tax return in a sloppy manner and not taking into account all itemization or legitimate write offs. He was extremely: rude, arrogant and not trustworthy. I would never entrust my business taxes, which is a
Ottumwa Accountants Provider Name Locked
to this individual EVER. Please beware of this individual. I highly recommend doing what I'm doing - moving onto a legitimate CPA.
- staci B.
N

Rating
I have been working with
Ottumwa Accountants Provider Name Locked
&A for many years and will and always will recomend them as a profesional vendor or personal accounting service.
Ottumwa Accountants Provider Name Locked
has always made it
Ottumwa Accountants Provider Name Locked
and affordable to do business with them and no project or question has ever been to big or small. The services I have recieved from
Ottumwa Accountants Provider Name Locked
&A have always alighned to the requirment of my business or personal needs.
Ottumwa Accountants Provider Name Locked
&A has been able to provide support with my general accounting, payroll,staffing,tax planing both in my business and personaly.
Ottumwa Accountants Provider Name Locked
is always the first person I call when the rubber starts meeting the road in one of my companies and she is always fast and eager to suport me.
Thank you
Ottumwa Accountants Provider Name Locked



- Peter F.
A

Rating
Called them to check a water softer. They came and said they could not service the the equipment. They ask if I had called the service number on the unit. I knew it was over eight years old and didn't bother. I used the company before on a coupon and wanted to give them another try.
One of the gentleman called the number on the tank and talked to someone for about 10 minutes. When he hung up he said the equipment was under warranty and give the phone numbers to call.
How great was that!
Ask what I owed them for the service call and they said no charge and went on there way.
Super service.
- EILEEN F.
A

Rating
I’ve found
Ottumwa Accountants Provider Name Locked
through Angie’s list and started with him doing our personal and business taxes. Now he’s doing also our company’s payroll and tax advisory. His pricing is very reasonable for the service he provides. Actually, it is a tremendous value for the money. He’s offered many services and advice for free that other accountants would charge.
Ottumwa Accountants Provider Name Locked
is technologically savvy so working with him made us more efficient. His uses online tools that makes communicating with him secure and fast. He’ll also suggest tools to make your accounting process efficient.
Ottumwa Accountants Provider Name Locked
reviewed our QB files, fixed our books and records, and make improvements to our accounting reconciliation process.
He’s always working and always available for my inquiries. I have received email responses at midnight and he’ll pick up his phone during holidays.
I have a MBA, worked as a trader in a major Investment Bank and my wife is a CPA who worked for a Big 4 Accounting Firm for over a decade. Given our financial and accounting backgrounds, we feel
Ottumwa Accountants Provider Name Locked
is very knowledgeable. And if he is not sure on an issue, he’ll put his research department to work or inquire among the accounting community and get back with a well-researched response. He is great at explaining the answers to our questions.
He’s a straightforward guy, brutally honest and transparent. We are current clients and we hope he does well.
- Andrew L.
A

Rating
I want to recommend
Ottumwa Accountants Provider Name Locked
for the excellent work and skill they brought to our company.
Ottumwa Accountants Provider Name Locked
, accountant and principal of
Ottumwa Accountants Provider Name Locked
, helped us to create a formal structure of organizing and verifying our receipts and documents so that the work load was lessened on both sides.
Ottumwa Accountants Provider Name Locked
works with you to help you understand what is being done with your books and why. His commitment to your company shows in the detail he puts into his work.
Ottumwa Accountants Provider Name Locked
has given me the trust and comfort that my books for my business are being worked on fairly and correctly.
- Mark D.
A

Rating
On both engagements,
Ottumwa Accountants Provider Name Locked
was the height of professionalism and courtesy. He took his time to explain issues thoroughly, and when I asked questions, he listened carefully and answered the question. I recommend him enthusiastically and unreservedly.
- Michele R.
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All Accountants in Ottumwa, IA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A 1 ACCOUNTING & TAX SVC

101 S MARKET ST
Ottumwa, IA

Brandenburg Tax & Accounting

1209 S 12th Avenue
Marshalltown, IA

CHARLES F SCOTT CPA

614 RICHMOND AVE
Ottumwa, IA

Complete Acctg & Tax Service

2523 Myrtle St
Sioux City, IA

H & R BLOCK TAX SVC

1940 VENTURE DR
Ottumwa, IA

Harris Tax and Financial Solutions

8939 S Sepulveda
Los Angeles, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

J.A.G.Tax Solutions Inc

3900 Birch Street
Newport Beach, CA

Joseph J. Gormley CPA

3490 US 1 North, Ste 15 D
Princeton, NJ

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kennedy, Hayes & Katz

4029 Pennsylvania Ave
Dubuque, IA

Leonard Weissbach and Associates

348 E Olive Ave
Burbank, CA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

NPM Enterprises - Nadene P Maxwell CPA

1361 Providence Dr
Lawrenceville, GA

OTTUMWA FINANCE DEPT

105 E 3RD ST
Ottumwa, IA

Palatine Tax and Accounting Inc

675 N North Ct
Palatine, IL

REGIONAL PLANNING COMMISSION

651 INDIAN HILLS DR
Ottumwa, IA

REINMUND & CO

4100 EXECUTIVE PLZ
Ottumwa, IA

REX MOORE TAX SVC INC

608 CHURCH ST
Ottumwa, IA

Ross & Company CPA PLLC

5 Florence Ave
Smithtown, NY

Safir & Freyman, CPA's, P.C.

40 Exchange Place
New York, NY

SIDNEY TAX & ACCOUNTING

2822 NORTHRIDGE DR
Sidney, IA

Signature Tax

201 Spear Street
San Francisco, CA

TaxResolutionBrokers.com

11693 San Vicente Blvd., #121
Los Angeles, CA

The Bookkeepers

8401 Connecticut Ave Ste 103
Chevy Chase, MD

The Patria Company

PO Box 638
Boone, IA

TYRONE S WOLTER PC

9225 KATY FREEWAY
Houston, TX

WAPELLO COUNTY TREASURER

101 W 4TH ST
Ottumwa, IA
Ottumwa Zip Codes

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