We are members of the Professional Association of Small Business Accountants, and we often tap into our national network of accounting firms for additional resources or for a larger knowledge base to help us solve various accounting and tax issues. Read more
5 recommendations
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Troy R.
I don't usually review companies, but Profitwise has really done an exceptional job handling me & my taxes.
Original recommendation
I run a virtual business & they are extremely familiar with all the hurdles I've had to clear. They've held my hand, given me instructions, returned phone calls and emails extremely fast.
When I had an issue with a report read (I'm not an accountant or anything close), they created a specialized report so that I could see and understand my numbers better.
Really top notch.. above and beyond. Give them a chance! -
Carrie Williams
We worked with Dave & Gina for the last year and they were great! Our books were a mess with three accounts intermingled but they took the time to work with us and sort through it. Communication was great and they were all very friendly.
Original recommendation -
Ahmed D
I met with Dave the CPA. He is a super easy guy to talk to, very honest and straightforward. He took his time and answered all of my questions thoroughly! I never felt rushed. Dave is very knowledgeable with tax code and was able to quickly extract important data from my previous returns and identify several areas of concern. I really appreciate their hands-on approach and I really feel supported. The customer service is excellent and I have never had any challenges getting a response or an appointment! I’m looking forward to a long and profitable relationship! ...
Original recommendation -
Ralph S.
I met Dave and his team back in 2005 when I was looking for a company to help me with my bookkeeping. This was the best call I made. Dave is a very personable and knowledgeable accountant and helped me thru my needs. He is attentive, professional and is sincere, an all-around good guy! He has always made himself available to help me discuss any possible business moves and ideas I have had over the years. I have been very pleased with the bookkeeping staff as well as customer service who so kindly calls to give me the gentle nudge I need to get any necessary info to them for my taxes and bookkeeping. ...
Original recommendation -
Ashley D.
We have worked with Dave and his team for three years now, and I have nothing but benefited financially and educationally from this relationship. We became an S Corp in the time we have been working with Profitwise, and Dave was more than patient in helping us understand our business through a tax lense. Dave and his team seem to be in lock-step with each other, such that I can call anyone on the team and he/she can get me whatever I need in a timely manner without hassle or a lot of explanation. Thank you, Profitwise for keeping our business on track and profitable! ...
Original recommendation