Agate CPA

I highly recommend Alicyn! She is incredibly kind, patient, and easy to work with. Taxes can be stressful, but she makes the entire process smooth and clear. Her explanations are always easy to understand, making me feel confident and informed every step of the way. I'm grateful to have found someone so knowledgeable and reliable to handle my taxes. Excellent service?I wouldn't go anywhere else!

I cannot speak highly enough of Agate CPA. Recently, my family encountered a highly stressful, life-altering tax situation, and we are immensely thankful for the assistance we received. Alicyn, in particular, exhibited remarkable professionalism and expertise in handling a Memo from the IRS that was just issued in March regarding our tax situation. Her guidance has been invaluable in navigating us through this challenging ordeal, especially when others were hesitant or demanded exorbitant fees for their ser

Alicyn is amazing and such an attentive CPA to work with. She does a great job making filing our taxes seamless and helping us understand our choices through out the process. I also work with her throughout the year to do tax planning for my business. It's great to have a knowledgable team member at the ready to support me as my business grows. I would highly recommend working for Agate for your tax and accounting needs.

I have been a client of Alicyn McLeod of Agate CPA for several years. I have the highest confidence in Alicyn?s advice. She is an excellent and proactive communicator. Her firm?s interface for securely uploading materials and sending messages is very user friendly. All in all, outstanding service.

Alicyn and her team provided great service. The questionnaire and the checklist they generate based on your answers make getting prepared a breeze. We were slow receiving a 1099 from one of our accounts, which slowed our filing, but once that last form came, everything else was ready and we were able to file quickly. We were pleased with the refunds too!

I have been working with Alicyn for several years now and I can't say enough about how excellent she and her team are regarding their quick response time to my needs and their excellent tax prep. She is also kind, warm, and patient which makes navigating tax time stress-free!

Alicyn McLeod helped me significantly when she first prepared my tax return regarding some issues with the Rollover IRA. She is highly knowledgeable and always available for questions. She has helped me in explaining complex financial concepts in the preparation of my estate documents. I am very confident in my financial knowing Alicyn McLeod and her team members of the Agate CPA are managing my taxes. Their expertise, professionalism, responsiveness, clear communications, paying attention to details an

We absolutely adore working with Alicyn and the Agate team! They have great attention to detail and provide a warm and personalized service to everything they do. Highly recommend!

Alicyn is an outstanding CPA?knowledgeable, kind, and genuinely generous. She goes above and beyond to help and truly cares about her clients. Highly recommend!

We love working with Alicyn and her team at Agate CPA! They are very organized and great with communication. I would highly recommend them!

Alicyn is a joy to work with and has made this process so seamless for us. She is knowledgeable, personable, and responsive and is able to distill complicated concepts down into a format that is easy to understand.

Agate has assisted me with my mother's taxes for several years. The Agate staff are knowledgeable and responsive and have made a difficult process easier to manage.

Sometimes working through financials/reports/tax prep is a pain, but not with this team! They are so patient and easily explain the process to even a novice. We have found so many incredible financial benefits from working with Agate but the greatest benefit is feeling completely at ease knowing the hard stuff is done correctly. It's such a load off our plates to have this team in our corner!

Alicyn has done an amazing job with our (to me) complex tax situation. Accessible, gracious, efficient, professional, and timely. We shifted from another CPA due to lack of accessibility to answer our questions and she has been great. I highly recommend her.

Alicyn and crew are very professional and knowledgeable with everything tax related. During the past 2 years of working with her on my taxes, she provided quality results and can handle all the difficult stuff so I don?t have to. If you want one of the best, then look no further. Highly recommended.

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.

I've trusted Alicyn at Agate for many years with my accounting needs for my personal finances. We've navigated the treacherous waters of federal and state income tax prep, dealt with the overwhelmed IRS, and helped me develop tax smart financial strategies going forward.

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!

Alicyn and her team are friendly, competent and proactive. We are not a particularly organized couple and we massively appreciate having Alicyn across our taxes. Thank you!

Alicyn handled our taxes this year, and I can?t recommend her enough! She made the whole process so easy for us? all we had to do was fulfill her checklists and upload documents. She checked in regularly to make sure we knew what was happening through the whole process, and I haven?t ever felt like taxes were this easy! Thank you, Alicyn!

We've had a great experience. Alicyn and Christine have been there to answer our questions and help us through the rapid growth of our firm. If you are a lawyer or law firm looking for a tax partner you can trust, look no further.

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 wo

Came to Agate after a pretty terrible experience with another tax accounting firm. This experience has been a pleasure. They are very professional, friendly, knowledgeable with clear and prompt communication. They made taxes painless (as much as taxes can be painless).

It has been a pleasure to work with Agate. All services were delivered in a professional, timely, and efficient manner. It was very easy to use the site, and directions were always clearly communicated with assistance provided as needed. I hope to enjoy a long standing relationship the Agate Team.

Alicyn is wonderful! She makes Tax Season so easy and communicates efficiently and effectively. Thank you!

I have been working with Alicyn for several years now. She and her team are always so responsive and address any questions I have promptly and thoroughly.

I enjoy working with Alicyn and appreciate all of her assistance before, during and after tax season.

Amazing team that work with you to get your business and personal finances and taxes in order.

I have used this agent for several years and they always do an excellent job. They are very professional and knowledgeable and go out of their way to help there clients.

Alicyn and team are great, have been using them for years.

Great service - friendly - timely and professional - highly recommended - 5 stars

Alicyn has been phenomenal since day one. highly recommended

We can't say enough how much we enjoy working with Agate and how thorough they are!!