Peerless CFO Services

LiT Professional Lighting, LLC

Sep 19, 2024on

Peerless CFO services has done a wonderful job for my small business. If you are struggling to find a trustworthy service to prepare tax returns, big or small, search no further. I intend to have Peerless be my "go-to" with anything related to bookkeeping or tax preparation. Excellent job to all that helped assist with our 2023 Tax Preparation, thank you!

Amy Ye

Jul 1, 2024on

They outsource accounting and it costed us major IRS problems. They seemed professional at first and over promised services. At one point they were not making quarterly tax payment for us. At another point they weren’t doing the monthly bookkeeping but they continued to charge us for monthly services. They had a 3rd party completing a portion of the accounting services and even after we discontinued service with Peerless the 3rd party was still reporting to the IRS with incomplete records which has caused problems YEARS later. Would absolutely not recommend.

jeremy touchy

Nov 7, 2022on

We were very pleased with the service Peerless provided to us. They completed the project on time, within budget and were easy to work with throughout the entire process.

Kim Williams

Nov 7, 2022on

Peerless CFO Services is a wonderful company and has an amazing group of employees. Jazmine is always very nice and attentive!

Karen Saul

Nov 7, 2022on

They are a professional group always ready to help complete the tax process and kindly explain what you need to know to collect all your information.

Kylie Catchings

Jan 13, 2022on

Peerless has done it once again, making my experience the best possible. I couldn't imagine going anywhere else to get my tax returns done. Everyone working there is outstanding at communication. The ladies working on tax returns are really efficient and fast at replying to emails. Cyndi and Janet are amazing as well as they answer any and all my questions I have. Both of them really care about their clients. My experience there was great and would highly recommend it to anyone!

Jesus Garza

Nov 11, 2021on

I highly recommend Peerless CFO Services for all of your Accounting and Tax service needs. Janet and Cyndi are consummate professionals who have went above and beyond to support me both personally and professionally. The Peerless accounting group has worked tirelessly to help clean up and re-format our internal accounting processes and procedures and have taken what was once broken and developed it into a well oiled machine. This Team has always been a tremendous resource for any questions or concerns that we have had and consistently deliver with patience, in-depth knowledge, integrity and professionalism. They really take the time to listen to your wants, understand your true needs and are then strategic in their response when they roll out their support plan. In my experience, it is rare to find a client service based company such as Peerless. I look forward to working with Cyndi, Janet, Karen, Leslie and the entire Peerless staff for years to come. Thank you for everything Peerless CFO Services!!

David

Nov 7, 2021on

I have used Peerless for several years for my tax work. They are knowledgeable, professional, prompt and they price their services fair. I highly recommend!

Chantel Williams

Nov 7, 2021on

If youre looking for professional, honest & prompt customer service then look no further than Janet and her team at Peerless. After working with previous CPAs that were unresponsive, its been a breath of fresh air working with her team. As a small business owner theyve always been on hand to answer any questions I may have. I will continue to recommend Peerless to anyone who asks for a CPA.

M Broderick

Nov 7, 2021on

If youre looking for a personalized & Honest place to handle your accounting and tax needs, you have come to the right place. I have been in business for over 32 years and have searched long and hard to find a service that is willing to listen to my needs as well as take care of my extremely complex tax situation including 3 businesses, Crypto investments, stocks etc. The people are very understanding and very capable. They are truly the best out there!

kate schuh

Nov 7, 2021on

Cyndi is AMAZING!! She was super helpful in walking me through all of my questions and answering them in a way I could understand. I absolutely recommend contacting them for your tax needs.