Business Transformation Advisor - Monroeville, Pennsylvania

Joanne K.

We have used Booksmarts in Cranberry for our taxes for about 5 or 6 years. I am self employed and opened a Simple IRA plan (on their advice) for a retirement plan. The first year of the plan when they did the return, I received no tax benefit. When I questioned that, they said, no we were still exceeding the income limits. The second year was the same, but around that time I changed custodians for the plan and the new custodian told me I should definitely be receiving a tax benefit. I requested a meeting and at that point they agreed and completed amended returns for 2009 and 2010. When I picked up my 2011 returns they treated it the same way they had initially, and completed forms under my husband's ssn for the plan. This time I requested a meeting right away. I had to explain to the tax preparer why they should not have used a particular form. Another amended return. When I complained to the office manager, her suggestion was basically that maybe I should use Turbotax. I have since had the last three years of returns reviewed by a CPA firm. Federal looks OK, but they found that Booksmarts did not include our 529 contributions on our state return for the last two years. Two more amended returns.

I would not recommend Booksmarts unless you like to review your taxes line by line after you have paid them to do it.

Lydia A. C. M.

As a small business we regularly need advise on different aspects of operating our business. We decided on Booksmarts Advisors because of their tenure in the industry and the fact that they came highly recommended by their current recommendations. We are very pleased with the relationship we have and how they continue to provide solid consultation and direction on our business strategy and operations. We appreciate working with them and look forward to their continued guidance.

Moonflower F.

Moonflower Farms in Houston, Texas has been using Booksmarts Advisors since 2015 and we feel like their professionalism and attention to detail are admirable. They have been a great help for us as a start up providing advice, valuable consultations and business services as we continue to build our business. We highly recommend them. Federico ~ Co-Owner

Ron H.

Had the worst experience with them. Dropped off our tax information early in February, was quoted 7-10 days. Did not hear from them for two weeks. called for an update and would not return my calls. I left multiple messages on the agents cell and office phone none of which were returned. My wife could get through to her on occasion but she refused to call me back. Ended up taking 6 weeks to get our taxes filed. Never once called me back when I called the agent and then preceded to act like I never called and she didn't have my number when I met with her to go over the taxes. She still charged full price and would not apologize for taking 5x longer then she quoted us which then left us with a refund date of the beginning of May. (We wanted to file early to get our refund fast.) Then after telling her we wanted the refund direct deposited and signing forms to have that done I received a check in the mail. This is not what I expected when I had our first appointment and so I would not recommend this company or their staff to my worst enemy.

John G.

We needed a group that could steer us through the specialized filing for our non-profit organization. We feel fortunate that Jim and his office are there to guide us through this process every year.

james G.

S H.