David R. Ramos, CPA

I attended Trish Floyd's training course for business owners. She covered all the critical information needed to keep the financial side of my business running smoothly. She gave excellent advice. She provided a system for keeping proper financial records. I highly recommend this course for anyone starting a new business or an existing business that is overwhelmed with managing finances.
Feb 4th, 2024

We absolutely love Trisha Floyd and her team at Ramos and Floyd. We started using them for both our small business and personal taxes this year and we could not be more pleased. She has taken the time to really get to know us and make sure we are getting a really clear financial picture of our business and ensuring we are doing everything correctly as well. She is very clear on how to help, and also offers a unique service that we have not seen elsewhere. We cannot say enough good things about them!
Oct 22nd, 2023

I called to inquire about signing on with them after reading their reviews and get this....they told me in order to sign on, I have to attend 4 classes and pay them $3,300, just so they can then quote me on what my actual costs are. HAHAHAHA Pass
Sep 5th, 2023

I echo the sentiments of a previous reviewer. Our experience with this company, and specifically Trisha Floyd, has been terrible. We hired them to prepare our 2022 taxes and the process was simple and we didnt have any questions. 2023 taxes have been a nightmare with them. Completely unprofessional and terrible customer service - and theyve wasted a month of our time and theirs. Definitely do not recommend them. Turbotax has better customer service and is much less expensive. Despite a 20% price increase this year, we chose them again to file our 2023 taxes. We have been attempting to get answers to some basic tax questions this year before we file, and according to the receptionist, they refuse to answer unless we pay an additional $250.00 hourly fee. The junior staff members we had been working with had answers like probably to our questions- and we wanted a firm answer given that nothing in our tax situation changed from 2022 to 2023. After emailing Trisha directly, she stated they did not return our call for more than two weeks because she planned to talk to us at church. We do know her, or anyone at this company (wouldnt even know what they look like), and do not go to church with her. When we questioned that, she refused to acknowledge her mistake and instead sent a bill for $750.00 (the agreement was $520, which included the 20% increase this year) and stated she would not explain anything (continue dialogue) (including that sudden increase) until we have paid the invoice.
Mar 6th, 2024

I met with Trisha over 2 weeks ago, and she explained to me how much manpower they have and how knowledgeable they are. So I was confident that they will help me with my urgent needs, no problem. After providing right away the hundreds of documents and confidential information that she requested to give me a quote I still don't have a quote two weeks later. Now, I am under contract on a very expensive house in NC and over there the deposit is non refundable, so I have $40k to loose if I don't have my tax returns done very soon to obtain financing. Trisha did not return my calls for 3 days, so I tried by email and the response that she gave me was devastating. She explained to me how little my urgency matters, because they work on the 1st come 1st served basis only and she wishes me good luck to find a new CPA. Pretty much she slammed her door on me. I really need a ton of luck to save myself after wasting so much time waiting waiting on Trisha to help me. Luckily, I have a very good mortgage broker that is turning every stone that she can to help her customers as opposed to the stubborn attitude that I am facing here.
Aug 3rd, 2023