Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Tax Enrolled Agent

Halbert & James Enrolled Agents

Reviews

Customer Review Ratings

5/5 stars

Average of 7 Customer Reviews

Want to share your experience?

Leave a Review

Review Details

  • Review fromAshley O.

    Date: 10/08/2024

    5 stars
    Halbert and James have been so instrumental to my business. They have saved me thousands of dollars in taxes as well and invaluable advice for my businesses. Thanks to them with their tax Strategies I have gained so much knowledge and wisdom and ways that I cant even imagine. Thank you again to this incredible team!
  • Review fromYessika M.

    Date: 10/07/2024

    5 stars
    Needed help with my 2023 taxes. Very professional and knowledgeable. Now my adult kids are filing their taxes with Halbert and James too.
  • Review fromMarc A.

    Date: 10/02/2024

    5 stars
    Halbert and James have been a lifesaver! After issues with my previous accountant, they stepped in and took control of my tax situation. They're incredibly proactive, and thanks to their expertise, they saved me a significant amount on last years taxes. The process was seamless, and their attention to detail is top-notch. I highly recommend Halbert and James to anyone looking for a reliable and professional tax firm!
  • Review fromRod C.

    Date: 10/02/2024

    5 stars
    Competent forward thinking tax planning firm. Tons of value above and beyond just getting your return filed on time.
  • Review fromJonathan G.

    Date: 09/27/2024

    5 stars
    A great firm with a wealth of knowledge and experience. They have helped me tremendously with my real estate investing
  • Review fromTheresa S.

    Date: 08/19/2024

    5 stars
    I was impressed with Halbert and James professionalism. I would definitely recommend them for any taxes or bookkeeping your need.
  • Review fromRonnieB

    Date: 08/19/2024

    5 stars
    Impeccable service and a genuine interest in helping meet the needs of their individual clients. Highly recommend.

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.