Carpenter, Evert & Associates

As a financial advisor, it's critical to have top-notch accountant partners. I'm happy to say David & his team are exactly that. They've done an awesome job for not only my financial planning clients, but also my Mom and my Grandma. David & his team are people who I would (and do) trust with my own family!
Jan 10th, 2024

Nov 11th, 2023

AMAZING communication, service, and timeliness. We were looking for a new firm due to the lack of communication & delay from our previous preparer. We could not be happier with David, his communication, and professionalism! We will see you next year!
Dec 7th, 2021

Excellent service
Jun 22nd, 2021

Horrific experience. We contracted for a CFO, paid thousands, and got nothing in return but shrugs to our questions. Not a single project was completed, zero communication or initiative. We never saw an itemized invoice. Be careful expressing any dissatisfaction, you'll be immediately shut down with zero acknowledgment. We did not receive assistance for a transition when we finally ended. Neal is arrogant, pompous and actually set us up to not be prepared for a financial audit by failing to complete any allocations in Quickbooks that we sent to him, as well as payroll breakdowns by class. It was us who inquired...shouldn't we be breaking down expenses by class for you too? No response. We regret it and would never recommend. It cost us more money in the long run .
Jun 30th, 2022