Terry & Associates CPA Certified Public Accountant

David Terry has been our accountant for our home building business and for our personal accounts for over 20 years. David and his staff are a joy to work with as they always work efficiently and in a timely manner. We feel fortunate to have him as our accountant!

Requested a quick 15 minute introductory meeting to see if our tax situation (personal and business) was one the firm was comfortable working on. I corresponded 2X with the firm via phone while getting a meeting scheduled and not once was there any fee disclosed. Arrived for the meeting and was told there is a $100 fee to see the accountant. The office manager agreed that she did not disclose any fees related for a introductory meeting. I wasted my time and gas for a meeting that I would not have scheduled had the fee been disclosed at any point during the scheduling and confirmation process.

When we searched for a CPA a few years ago David Terry and his team stood out from the rest. They understood our unique situation of having multiple family/small companies and were able to not only complete those tax returns but also the family's personal returns. David takes the time to explain our accounting and tax questions thoroughly. We highly recommend David Terry and his team!