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Client Reviews on Apple Valley, MN Accounting Firm

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    • 3.4
  • 7 Reviews

Most helpful positive review

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By Jake Perron Aug 21, 2019

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Most helpful critical review

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By Kjersti Bohrer Oct 21, 2019

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Feedback:

I have been a client for 5 years now and they always treat me right. They are always quick and efficient and take personal time to work with you if needed.

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I have been a client for over 15 years. First with Harry and now with Tom after he purchased the business several years ago. I couldn't be happier. The service is consistently strong and Tom is always looking out for my best interests. As I pursued and now successfully own my own business Tom has been a trusted advisor. He does an excellent job advising me not only on personal and business tax strategy but will also general advice as appropriate. I can not imagine making the entrepreneurial leap without Tom's assistance. Thanks Tom!

Feedback:

Sadly, from start to finish, this was a frustrating and disappointing experience. I was notified by the IRS that they never filed my taxes. I needed help filing my first year as a non-profit. I did lots of leg work, everything that was asked of me. I paid in what was required only to get a letter the following year stating that they IRS had my money but never received my taxes. I also did my personal taxes and they lost my paperwork and after calling several times finally got someone to email me my personal taxes. Many calls, many emails, many excuses. Bummed.

Feedback:

Valley Accounting bought out our tax guy a few years ago. We used Valley Accounting for two years. They don't go out of their way to give you any tax advice, tests fir sure. I basically prepared all the information and did all the leg work and they basically plugged in the numbers and charged us a lot of money. Both years we had to pay in. Never had that with our former tax guy. Again, when we would ask for advice on how to avoid paying g in the next year, they offered no advice. The second year, after filing taxes, we were contacted by the State MN saying our tax returns weren't received. Apple Valley was supposed to efile, but they made a mistake and hadn't efiled our taxes for whatever reason. And they also found mistakes that the original accountant hadn't caught. They refiled for us. Then State MN contacted us saying we got should have gotten a refund. Now I prepare my own taxes instead of paying them my hard earned $200.

Feedback:

I really can’t say enough good things about Steve Smith. I’ve had the pleasure of working with him for my personal taxes and have run into him at a number of charitable and volunteer events. He truly cares about not just his clients, but about the community around him. I will gladly continue to work with him for my personal returns and I’m completely confident and comfortable referring him out to clients, friends, and family. He’s just an outstanding person!

Feedback:

I have been working with Tom, the owner for over 20 years. He has always been accurate, dependable and has provided me with relevant and effective tax advice when I have needed it. If you are a small business owner, you especially need a team like the one at Avaat in your hip pocket to navigate the quickly changing world of taxation. Thanks Tom for your professional help that has actually evolved into a friendship!

Feedback:

As a small business owner, we sought professional advice from a company we thought were pros and knew the life and struggles of small business owners. We asked Apple Valley Accounting & Tax to do our business taxes for us, for the first time. Up until that point we'd done our own taxes successfully, but the complexities of having just incorporated seemed like we needed help with taxes this year.The first time they showed us what we would owe for taxes between state and federal, it was north of 10K: a shocking number us since we'd been paying quarterly taxes all year and kept excellent records of everything. We asked them to take another look because it seemed wrong, but they didn't. So we went and found their mistake ourselves. Their mistake? They didn't even factor in our quarterly tax payments at all into the formula which obviously lead to the numbers being so off, a simple mistake but a huge one that could have cost us thousands of dollars.Here's the worst part about Apple Valley Accounting & Tax: we understand that mistakes will be made, when you force us to find your mistakes that could have cost us thousands of dollars, and then you refuse to even apologize or admit fault but rather silently correct the return without even acknowledging anything wrong was done, it's not the right way to do business. The worst part is that you still had the gall to charge us $700+ even when we ended up doing the job we thought we'd be paying you to do.

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