Carpenter, Evert & Associates

Zechariah Schaefer

Jan 22, 2024on

As a financial advisor, it's critical to have top-notch accountant partners. I'm happy to say David & his team are exactly that. They've done an awesome job for not only my financial planning clients, but also my Mom and my Grandma. David & his team are people who I would (and do) trust with my own family!

Katy Armendariz

Jan 5, 2023on

Horrific experience. We contracted for a CFO, paid thousands, and got nothing in return but shrugs to our questions. Not a single project was completed, zero communication or initiative. We never saw an itemized invoice. Be careful expressing any dissatisfaction, you'll be immediately shut down with zero acknowledgment. We did not receive assistance for a transition when we finally ended. Neal is arrogant, pompous and actually set us up to not be prepared for a financial audit by failing to complete any allocations in Quickbooks that we sent to him, as well as payroll breakdowns by class. It was us who inquired...shouldn't we be breaking down expenses by class for you too? No response. We regret it and would never recommend. It cost us more money in the long run .

Crystal Smith

Mar 3, 2022on

AMAZING communication, service, and timeliness. We were looking for a new firm due to the lack of communication & delay from our previous preparer. We could not be happier with David, his communication, and professionalism! We will see you next year!

Steven Kraut

Feb 25, 2022on

Excellent service

Adejoke Adedeji

Dec 11, 2021on

They delivered on a project that our old firm sat on for over 18 months in just 6 weeks! They give the personalized attention that small businesses need to make sure they have built a firm foundation.

Susan Lee

Jun 4, 2020on

Professional, efficient, accurate! Just what we needed from our tax accountant!