user
C&A Welch Inc
101 Parkshore Dr #100, Folsom, CA 95630, United States
Appearance
C&A Welch Inc

Comments
Ma
Review №1

Knowledgeable and trustworthy. Fair price.

Ke
Review №2

Clay has been doing our taxes for four years now and Im so glad we found him! He takes care of everything for our small business and our personal taxes and it has made a huge difference in our financial planning and our tax returns. He makes it super simple to get all of our paperwork to him each year and always checks in with us on any change - from home office expenses to having a baby - to make sure hes maximizing our deductions. I check in with him anytime throughout the year with questions or concerns and hes always happy to help with his expertise. Plus, hes incredibly kind, genuine, and extremely knowledgable. I recommend him to everyone I know!

Na
Review №3

I trusted Clay to do my taxes and prepare my bookkeeping. This year I had some changes in my personal life and in my business which required an alternative tax filing than in previous years. I instructed Clay to submit my taxes with the information I had provided to him. He refused to do so and instead gave my personal tax information to a third party which was used against me in court. He gave this information to a friend of his that was trying to get additional information about me to use in court. Very unethical and very unprofessional. I terminated my business with him and have reported him to the appropriate authorities in hopes that his ability to continue doing taxes for others will be terminated. Hopefully this doesnt happen to anyone else.

Ch
Review №4

Clay is an absolute joy. He makes doing your taxes enjoyable. He is genuinely there to help you. He is very knowledgeable and is willing to take the time to explain taxation concepts for your understanding. He is very personable and extremely organized. I will be a lifetime client and I highly recommend him.

Br
Review №5

If you are looking for a knowledgeable and hard-working payroll and bookkeeper, look no further. Clay is a very tech-forward thinking guy. Working smart and setting up key processes is crucial for running a small business. Big thanks Clay!

Information
2 Photos
5 Comments
4 Rating
  • Address:101 Parkshore Dr #100, Folsom, CA 95630, United States
  • Site:http://cwi.tax/
  • Phone:+1 916-941-5286
Categories
  • Tax preparation service
  • Accountant
  • Bookkeeping service
  • Payroll service
  • Tax preparation
Working hours
  • Monday:Closed
  • Tuesday:9am–5pm
  • Wednesday:9am–5pm
  • Thursday:9am–5pm
  • Friday:9am–5pm
  • Saturday:9am–5pm
  • Sunday:Closed
Service options
  • Online appointments:Yes
  • On-site services:No
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
Similar organizations