HB Morgan, Inc.

Alex Saunders

a year ago

If you are looking to maximize your tax refund and filing experience, this is the ideal place! I reached out relatively late in Q1 to have my taxes completed. While there wasn’t immediate availability, Martin Haley personally contacted me later that same day and graciously took on both my personal and business tax needs. I am incredibly grateful for his professionalism and approachable, collaborative nature. After five years of searching for a reliable CPA, I am thrilled to have finally found one. Thank you, Martin, for your exceptional support and assistance!

Lelia Kidd

a year ago

I used Duke & Boone prior to their acquisition for my personal taxes & otherwise. Our former accountant was goos, but retired. Similar to other reviewers here: has been slow, requires multiple follow-ups, appear disorganized, had to re-provide documents that had already been dropped off before the acquisition. After an extensive process, get our estimate back & will now have to get it redone by someone with better understanding of balancing people with w2 personal + business finances and maximizing deductions. Incredibly different results (for the worst) vs what has been done with the accountant they lost.

Andrew DeSo

7 years ago

I have been using Hekmat’s firm for over 12 years with a multitude of businesses and, often, somewhat complicated business and entity structures. He has always had the knowledge to answer questions related to all our business endeavors and has gone above and beyond in researching some complex issues for us over the years to give us the most up-to-date and beneficial advice. Most importantly, Hekmat and his team are trustworthy and we have never had a doubt that he was looking after OUR best interests every time. Highly recommend him for all your tax needs whether it be for a law firm, large or small business, a real estate related business or personal needs.

Khaled Youssef

3 years ago

I have been dealing with this firm for about four years now to file my taxes. This year, I emailed the CPA who used to file my taxes. But Leslie Gammon, the office manager, did not respond promptly to my request and did not guide me to another CPA to do the work. I had to send several emails to get feedback. Finally, I sent an email telling her that I was disappointed with the way she handled my request. Then she sent me an email blaming me for that. This is not the way that she should deal with customers! Very disappointed!

Zach Willon

3 years ago

If you care about your personal or business financials DO NOT HIRE! HB Morgan consistently made us feel like everything was okay for our business financials and was very communicative at first…until we started receiving letters from federal AND state agencies about late/missing payments, including the IRS about unpaid taxes (a service we paid $1400 a month for!). SUDDENLY the firm became overwhelmed with other clients to the point that our bookkeeper (Ashley) wouldn’t answer our calls or emails for days at a time. Meanwhile, instead of answering our questions or responding to us, payments were being made without any acknowledgment of the fees or interest being charged on those payments due to their negligence. The receptionist (Leslie) began dodging our calls, the CPAs (Alan and Olivia) were consistently uninformed or incapable of answering our questions, and the incompetence of some of their employees was beyond excusable. It took over a month after firing them before they were able to provide us with CORRECT financial statements. Please reread the previous sentence again, as I assure you it was as unbelievable as it sounds. It was not until over a month after they were fired that they were able to provide a balance sheet and income statement that were not wildly incorrect. It would be courteous, professional, and flat out respectful for accounting professionals to have the wherewithal to not only catch their mistake(s), but bring it to the clients attention and stand behind their work with a valid reason for the issue; not to mention making a commitment to prevent it from occurring again. We had to track down their mistakes and bring it to their attention before they would even consider paying for the internet and fees incurred as a result of their mistakes. I’m warning you to leave all sorts of reasonable communication expectations at the door with this firm. I am also warning you to get all communication in writing as they will go out of their way to give you a runaround or provide insufficient and confusing answers over the phone/in person. After enduring the countless hours of confusion and headache caused by this firm, I would strongly recommend to anyone in search of an accountant to go literally anywhere else.