HeardReviews of joinheard.com

Using Heard for my bookkeeping and taxes makes things so easy and relieves a huge stressor for me. I always know where my business stands financially plus I know that when tax time rolls around, everything is already gathered and ready to go. Totally worth it!

I switched from my CPA who placed me last on his list to Heard, where it's a do-it-yourself process for everything from establishing your corporation to payroll to accounting and tax decisions, none of which I understand and all of which are addressed by dozens of different people via email, articles, video tutorials, and annoying AI chatbots. You get so little help it's mind boggling.

It has been relatively "meh." There is almost no personalized attention. I get it, I have joined a big accounting firm, and big firms don't do personalized. However, this tax year was a pretty awful experience. I am very low maintenance throughout the year, but when I needed them, they completely dropped the ball. I had questions about my business return that they were doing for me, and they didnt have the staff to answer them - making tax returns late, or have errors, or right down to the wire. They don't have the staff to handle their current clients during tax season, but I sure do keep getting their marketing emails targeting new clients, and offering if they join Heard and have them do their taxes, when Heard's current client, me, can't even get an answer for my taxes, causing my return to need to be amended. Now here I sit, having turned all my documents in by their Feb deadlines and no draft copy of my personal return yet either. I hope that their tax preparer doesn't have any questions for me because we won't be able to get an answer for two weeks, possibly causing me to file late and incur penalties. UPDATE - they did get my personal taxes in on April 14th. But it was a messy and stressful situation. And they offered no discount for the awful service. I am leaving for Collective accounting - they don't outsource the taxes.

Heard makes all things money and taxes easy. Everyone is very kind, they respond quickly, and are there to help with whatever need or random question I throw their way. It gives me a huge sense of relief and ease knowing they'll take care of everything for me. Would highly recommend.!

Working with Heard has been an incredible, inspiring, and straightforward experience. At every stage of the process, I was able to engage without any setbacks. If I ever had a question, regardless of how insipid or naive it was, Heard reps always responded respectfully and with the proper information. I was always directed to more resources in their community group. I am 50 years old. I have never done well with finances. I am a sole proprietor LLC, and for the first time in my life, my taxes are complete, submitted, and I have already received my return. I have also already paid for my estimated taxes due in April, which is weeks before the deadline. I cannot begin to express the freedom and pride I feel for accomplishing this, thanks to Heard. Before them, I worked with a bookkeeper and a CPA who would not take the time to educate me or guide me into making decisions. They wanted me to direct them, but what did I know? Nothing. In the end, it was a waste of money and an expensive learning experience. This is why when Heard came along, I took my time to investigate them, ask questions, I think I met with them a couple of times, and then made my decision to move forward last June. It paid off. Earnestly, I highly recommend them.

I have been with Heard since opening my private practice in 2022. I love that I can count on them to answer any questions I have about taxes or deductions. Filing quarterly and annual taxes is simple. I am thankful to have the experts at Heard walking me through and making even painful parts such as paying taxes less painful.

I gave HEARD Accounting the benefit of the doubt for two years, and it was a costly mistake. Despite their claims of being experts in S-Corp tax structures, they clearly do not understand them. After two full years, I have yet to receive balanced books or any final financial products. Last year, they promised to rectify their errors, yet this year’s performance was even worse. I ultimately had to hire and pay two private accountants out of my own pocket just to clean up the mess HEARD created. My initial point of contact, Richard Walton in Newport Beach, disappeared entirely once the issues began, leaving me with no results and no accountability. If you are looking for reliable accounting for your business, look elsewhere.

We are a relatively new private practice that needed a bookkeeping and tax solution that also understood the nuances of a telehealth business. Heard has met and exceeded all of our needs and I feel comfortable and confident that we made the right choice. I would recommend them highly especially now that we have made it through our first tax season with them.