Hamilton Tax and Accounting

Thanks for helping evaluate alternative 1031 exchange investments!
Mar 26th, 2024

Super disappointing experience, would avoid at all costs! My friend referred me to CSA accounting and I was not made aware that Hamilton was in the process of acquiring their business. I put down a $250 deposit for 2023 tax services and during the acquisition was lost in the shuffle. No services were rendered and Hamilton refuses to refund the deposit. At no point between August (when I put down the deposit) and February did they make any contact with me, offer me any advice, etc. It was only in February when I asked how I could get help that they notified me their fees increased from the initial quote. I politely requested a refund of my deposit since I was misled and no services were rendered. It took almost 3 weeks to get an answer, only once I sent multiple emails. And they simply said, no. Pass on this business!
Feb 29th, 2024

Steve and his team are terrific to work with. Steve is a very innovative thinker and gives great advice. The team also excel at keeping on top of all things "basic" compliance and bookkeeping, so I can sleep at night and have one less thing to worry about.
Oct 18th, 2023

I wanted to like this firm. I wanted to have found the tax professional I could rely on. This company is not it. The amount of mistakes they made on my 2022 is unbelievable and the words that come to mind are "negligence" and " irresponsible". If you are looking for a company where they will treat you with care and hear your concerns, keep looking. I don't' want to speak out of emotions, so here is an objective data: 1) The firm prepared original tax return (in April) incorrectly and asked me to come up with amount of money. As it turned out in October (during final preparation due to extension) I dint' have to do it in the first place. I ended up with the refund. 2) They overlooked to put in estimated taxes into the return 3) They overlooked additional depreciation that caused me over 10K I also paid for tax planning meetings twice and had 0 advise from them. Not worth the money you pay for. Keep looking!
Oct 18th, 2023

I made $20k with Steve my first year! I have worked with Steve and his team for a few years. The first year, he intelligently made me a 20k refund the first year on my 70k W2 salary because the property I bought that year which included 1 AirBnB Unit was able to average less than a 7 day stay including renters making it an active income (depreciation can then works against your W2 Income). I don't believe many tax professionals would have considered the ability to include renters in the average stay count, but in doing so, I way able to consider real estate depreciation an active loss which drastically increased my return from the first property I ever bought and 1031'd it. I highly doubt I'd have been able to get this instant return from anyone else. Since then, he has constantly WOW'd me with impressive ideas on how to save the most from a tax perspective. No matter what business you're in, you're always in business with the government, and your tax advisor is your front-running for how to manage that relationship. I highly recommend Steve & his team for anyone who owns any sort of business, he knows the tax system well, has a keen mind, and will make sure you don't overpay in taxes.
Oct 7th, 2023