Agate

I've been working with Alicyn for a few years now for my personal and business taxes. She is extremely helpful and thorough. Her response time for any of my questions throughout the year is impeccable. As a woman-owned small business, I appreciate having another woman-owned CPA firm as part of my team. I would highly recommend working with Alicyn and her team for any of your tax needs.
Mar 30th, 2024

We can't say enough how much we enjoy working with Agate and how thorough they are!!
Mar 30th, 2024

Alicyn has taken care of my taxes for the past 5 years. When my parents died I had a complicated tax situation involving my parents' estates and returns in multiple states. She handled it all without problems and put my fears at ease! I highly recommend Alicyn and Agate for your tax needs!
Mar 21st, 2024

Finding the right financial partner for your business can feel like hitting a wall, but Agate CPA changed the game for us. They're like a one-stop financial dream team, providing not just services but real peace of mind. Before Agate CPA, juggling different financial experts felt like a full-time job. Alicyn, Sarah and her team have changed this experience for us. They streamline everything, from tax strategies to investment planning, so you're not stuck playing middleman. It's clear they've put a ton of work into making their processes smooth and client-friendly. Gone are the days of wrestling with cumbersome paper organizers. Agate leverages their expertise and tech to make managing our finances a breeze. A massive shoutout to the team for making our financial journey the smoothest ride ever. Truly top-notch service that's hard to beat!
Apr 3rd, 2024

Mar 19th, 2024