Jeff Baker & Associates, PS

Ana Goldberg

Sep 16, 2024on

RUN FOR THE HILLS & DO YOUR DUE DILIGENCE! I will absolutely NEVER use this company, specifically Caroline, again for my taxes. As a real estate investor who has a pretty standard W2 job - I wanted an expert to help us (my fiance and I) get the most depreciation from our real estate investments and we were willing to pay the high premium for their expertise. Well boy, were we wrong. At first everything was going according to plan...until it wasn't.... Caroline stopped responding to emails and phone calls until I had to call her assistant multiple times a week to ask for follow ups as we were approaching our tax extension deadline quickly. Finally got a hold of Caroline and she started filing our taxes using all of our documents we sent her from Quickbooks - we also had a brief (under 5 minute conversation about potentially doing a Cost Seg on our new investment property and while we were on the phone, we both agreed it wouldn't be financially beneficial for us to do that this year and we would revisit next year). Then this is where it turned south quickly. Caroline and her team got all of our documents together and since they charged $3,000+ to file our taxes - I thought we would be getting money back to offset it. Well on the phone when she and her team went through the filing, she had stated "great news, we are going to end up with a $14,000 tax return"..... turns out on email the very same day the tax return went from $14,000 to $4,000 so barely enough to cover our costs to hire Jeff Baker & Associates. This was Red flag #1. It was honestly extremely unprofessional to state and get us excited on one number and then put in an email a completely separate number that was much lower. Also, she denies ever saying that number but both of us heard the number loud and clear and had written the same number ($14,000) down in our notebooks - so it just didn't appear out of thing air as she claimed. Red Flag #2 popped up quickly after we had realized that we wouldn't be getting any money back, instead we would be in the negatives this year after paying Caroline & her team. Caroline sends her invoice and what pops up.... an $1,250 additional charge for a Cost Segregation....which again we decided not to do and she mentioned she charged us that amount because we had that conversation with her and she provided expert advise. She then asked if I would consider a $350 discount on the $1,250 fee she was trying to charge us - absolutely laughable. Needless to say after the experience I had with her team by this point....we did not pay the additional $1,250 fee and only paid for the work she did for us. Unfortunately, Caroline and Jeff Baker & Associates was a referral and I didn't do as much due diligence as I should have. DO NOT MAKE MY MISTAKE. I would use anyone over Caroline & her team. It was an unsatisfactory experience at best and one that hurt us financially as well. We will never make that same mistake again and would never recommend this company to anyone.

Rachel Corey

Sep 7, 2024on

Highly recommend Nicole and her team!

Jeff Graham

Jan 24, 2024on

I cannot begin to tell you how amazing JBA is. My wife and I have struggled for YEARS with our complex tax situations. Well i say complex it feels complex. In my first phone call with the team I felt appreciated and understood. I felt a weight lifted from my shoulders I literally cried tears of relief and hope that moving forward I will not just think I got it right but I will know I got it right. a million times THANK YOU JBA!!!!! We are forever grateful!!!

John Durkin

Feb 10, 2023on

We are so thankful and grateful for Nicole and her team. They helped us through multiple reviews, tax questions and ideas. They are truly the greatest partners a business can ask for. Their understanding of businesses, industries, and people especially during the pandemic was unmatched! We highly recommend them to anybody as they will help position your business for continued growth and success!

Steve Fisher

Nov 7, 2022on

We have been working with JBA for the past seven years and have been extremely pleased with their professionalism, tax planning advice, and proactive approach. And between using their Zoom meetings and sharing needed information through their portal, they are very easy to do business with.

Alicia Thomas

Nov 7, 2022on

The Jeff Baker team is always ready to help with any question or issue at any time! They provide exceptional service and will always take the time necessary to make sure you get things done timely and accurately! I refer anyone who asks and will gladly point my clients in their direction! Positive Responsiveness, Professionalism

Diane Jensen

Nov 7, 2022on

Jeff Baker and Associates (JBA) has been my go-to CPA for years. They are always responsive and professional. I trust my biggest clients to JBA...they are simply the best! Did I mention you can call them and someone picks up the phone? That, itself, is a rare occurance these days. Diane Jensen and Company, LLC Positive Professionalism

Scott Yerges

Nov 7, 2022on

My wife and I have been customers of this wonderful firm since 1983. We are both self employed and also manage a trust. The guidance, expertise and care that Rick Peterson and his team have been able to provide us is invaluable. Look no further for your accounting and or financial advice needs.

Molly Axworthy

Nov 7, 2022on

JBA has an incredible CPA team. They are caring and very thorough. They will help guide you through simple and complex tax situations. I trust my taxes with this team each year!

Kerstin Morey

Nov 7, 2022on

JB helped us with several different yearly business tax closet outs and they always know which questions to ask to get you the best result. Absolutely value all the knowledge of the team. Highly recommended!

TJ Powers

Jun 22, 2022on

My CPA retired at the end of 2021 and I did not have a CPA lined up to prepare and file the Printix Printing corporate tax return. It was a stressful situation but I reached out to Nicole Fisher at Jeff Baker & Associates. She and her team quickly provided an estimate for preparing and filing my tax return. The cost was competitive and the speed of service was outstanding! I am lucky to have found a great CPA to prepare and file our tax returns as well as provide quality tax advice. Thank you for such great service!