Helping Clients Keep More of What They Earn!
At Mosaic Consulting & Tax, PC, we understand the importance of having a trusted partner in your business. As a professional services firm, we offer a comprehensive range of services designed to help our clients achieve their financial goals. With over 35 years of combined experience, our team of experts strives to provide personalized attention, tailored solutions, and attentive service to each and every one of our valued clients.
Business Bookkeeping
Our business bookkeeping services are designed to provide our clients with accurate, timely, and affordable financial management. Our experienced team will work closely with you to understand your unique financial needs and develop a customized bookkeeping plan that meets your specific requirements. Our services include:
- Accurate financial record-keeping and reporting
- Monthly reports delivered by the 20th of the following month
- Year-round monitoring of your business's financial health
- Formal tax plan at year-end
- Peace of mind knowing that your financial numbers are accurate and up-to-date
Business Tax Preparation
At Mosaic Consulting & Tax, PC, we understand the importance of minimizing taxes owed while strategically staying in the lowest tax brackets. Our experienced tax professionals will work closely with you to identify opportunities for tax savings and provide expert guidance on tax planning and preparation. Our services include:
- Mid-year and year-end tax check-ups
- Minimize taxes owed through proactive planning
- Business sale and purchase planning
- Annual tax preparation
- Leverage our knowledge and experience in tax planning
Business Advisory
As a trusted advisor, we understand what it takes to build a successful business. Our experienced team will work closely with you to develop a customized business plan that aligns with your unique goals and objectives. Our services include:
- Straightforward common sense approach
- Help with selling or buying a business
- Preparation of budgets and forecasts
- Annual planning meeting
- Let our 35 years of experience help you
Individual Tax Preparation
We understand that individual tax preparation is just as important as business tax preparation. Our experienced tax professionals will work closely with you to ensure that your individual taxes are accurate, up-to-date, and compliant with all relevant laws and regulations. Our services include:
- Timely product, consistent communication
- Teaching you to understand what you're paying for
- Always current on the latest tax laws
- Formal tax plan at year-end
- Experience that makes a difference for you
Online Portal
For your convenience, we offer an online portal that allows you to securely access your financial information, review your financial statements, and communicate with our team of professionals. Our online portal is designed to provide you with the flexibility to work with us from the comfort of your own home or office.
Testimonials
We are proud to share the testimonials of our valued clients, who have experienced the benefits of working with Mosaic Consulting & Tax, PC:
- "I co-own a couple of companies in the real estate space and have been more than pleased with Mosaic's services."
- "Kevin the owner is always present for any of your needs. He has a wonderful team."
- "Kevin will sit down with you, answer all your questions and help you come up with a game plan."
- "Love working with Kevin and his team. Always professional and always reliable."
- "Kevin and Mosaic Consulting are absolutely solid. Kevin sat down with me at the beginning and spent time discussing the past few years of my business."
- "This CPA and his staff are 2nd to none! The confidence I have knowing they are in my corner brings the relief I need to go about my day to day business."
Mosaic Financial Services Review Summary
The reviews for Mosaic Financial Services are mixed, with some customers having a positive experience and others being extremely dissatisfied.
Frustrating and Disappointing Experience
Renee Sills, a young small business owner, had a terrible experience with Kevin, one of the company's tax advisors. She signed up for a package that included regular consults and advising, but these sessions were only scheduled when she asked for them. When Kevin did meet with her, he had no plan or strategy to assist her business. He made significant mistakes and failed to prepare her for the second year of her business. Renee eventually quit working with Mosaic and switched to a new accountant who treated her with decency and respect.
Multiple Mistakes and Loss
E, another reviewer, had a similar experience. They had a simple and straightforward tax profile, but Kevin made multiple mistakes, causing a huge loss. They advise others not to believe the raving reviews online and to avoid working with Mosaic.
Positive Experiences
However, some customers have had positive experiences with Mosaic. Christopher Beasley, for example, had a great experience with the staff and tax agent at Mosaic, who were professional, fast, and got him a healthy tax return. Tonessa Chatten, Casi Yost, Stacey Eppolito, Jerry G., Shawna Mantey, Carol Bowden, and Marc Michelle all gave Mosaic 5-star reviews, praising their great service, professionalism, and helpfulness.
Conclusion
Mosaic Financial Services has a mixed reputation, with some customers having a great experience and others having a terrible one. While some customers appreciate the company's professionalism and helpfulness, others have reported mistakes, poor communication, and disappointing service.
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