Edition:

Client Reviews on Ivy Accounting , Tax & Advisors

    • 4.1
  • 7 Reviews

Most helpful positive review

0 people found the following review helpful

By Daniel Grevers Oct 22, 2019

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Most helpful critical review

0 people found the following review helpful

By Erick Rodriguez Oct 22, 2019

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Feedback:

I have used Jacob and his firm for me and my wife's taxes for our federal tax preparation for this past year as well as clearing up old over due taxes for my wife for the past two years. I could not be happier with the services provided. My wife's taxes were rather complicated and we were not the best about record keeping however Jacob and his associate, Jean were incredibly helpful and walked us through every step of the way. I also used his services for making sure all of our taxes were in order for my first home purchase. It was crucial that everything was done perfectly and again, he came through and made what could have been a very stressful process, fast and easy (and at a great price). I will definitely be using his services in the future. Thanks again!

Feedback:

Jacob is very professional and competent. He is patient in answering my tax questions and solved the issue efficiently. And the price is very reasonable as well.

Feedback:

Ivy Accounting,Tax & Advisory was a great firm to hire, they were very fast and Jacob was very Knowledgeable, will definitely be refereeing them to others!.

Feedback:

In my very first time meeting with Jacob, he exceeded my expectations! He not only completed my 2017 tax return in a timely fashion, but also laid out a plan of action to pay the least amount of tax within the legal boundary for the year 2018. I feel very comfortable with going into next tax season knowing what to expect. I could go on and on about the great things Jacob and his associates have done for my family and I. We will definitely be a long time client!

Feedback:

Ivy Accounting has been great! They are fast and reliable and I saved a ton of money! What can’t be better than that?! If I were you, I’d go here too!

Feedback:

This office is a massive joke, I have attempted to get in contact with the Accountant several times in regards to my Finances Tax's he prepared for 2017, and never have I heard back from him. First time he says he is talking to another client he will call back, 2nd time is a voicemail and the 3rd time is a simple hello and then the line is disconnected. The office isn't what shows in the pictures at all, and neither my fiance nor myself have seen the lady that is posted on google. The accountants lax of dedication to his job has costed us over $1,800 in penalties and more so we needed to contract a new accountant to correct everything. We even got a 3rd accounting firm to double check to make sure the errors from Ivy Accounting Tax & Advisory are indeed Errors. If financial losses and the amount of of headaches is what you seek caused by the lack of professionalism and Knowledge this firm states they have then by my guest and continue using their services. My best suggestion for this firm is (GET NEW MANAGEMENT OR AT LEAST A MORE LEVEL HEADED ACCOUNTANT)

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