Mosaic Consulting & Tax, PC

"working with kevin was frustrating and disappointing on several levels. I signed up for a package that supposedly included regular consults and advising with him, but those sessions weren't scheduled unless I asked for them and when he did meet with me, he had no plan or strategy in the sessions to actually assist me as a young, small business owner with a business that was taking off quickly. he made significant mistakes in my first year with him, failing to understand the growth trajectory of my business. after reassuring me that he would prepare me in the second year, he didn't prepare me at all. I received no actual advising from him and many times he gave me contradictory information and almost always seemed annoyed that I had questions. after two years of that, he passively fired me as a client without any conversation or explanation in november. I asked to stay on to finish my taxes because it was too late to find someone else to work with, he said fine and then proceeded to not communicate at all with me until I got an email notice that he had filed an extension. when I asked why, he just said he was backed up with all his new clients demands. I have a new accountant now who's great - they take the time to talk to me like an actual human being, extending consideration for the fact that I am a skilled professional in my field and not a tax advisor or bookkeeper, so I need basic information and assistance to understand my finances. they're happy to do that, not annoyed at all, and they seem to think that that should be part of the service they offer! it's so nice to be treated with decency and respect and to be working with someone who is accountable, thorough, and has taken the time to inform themselves about the details of my business. I wish I had quit with mosaic after my first year. it was not only a waste of the money I spent for services I didn't get from him, but a significant loss in taxes I could have saved with proper advising and without his mishandling of them. kelsey and lindsy in his office are very polite and quick to respond on email and the only positive things I have to say about mosaic is about them. I highly recommend NOT working with kevin."

"Had to find a new tax company to do my taxes after being with a previous company for 5 years. I decided to try out Mosaic and I couldn't have made a better choice! The staff and tax agent at Mosaic was very professional, fast and got me a very healthy tax return. They also gave me a great price for the services and promptness provided. I can say with a certain, I will be going back to Mosaic next year. Keep me in the record book and sign me up for future business!!"

"Kevin has been extremely attentive and responsive. He has been doing our taxes a few years now and we are so thankful! When I have questions or concerns, he takes the time to call and discuss. All of the people that work with him and assist do a great job as well. I have been recommending him to my clients and friends when they have a need. Consider him for bookkeeping as well as taxes!"

"Mosaic Tax has really helped my small business grow! Kevin is very personable, knowledgeable and dedicated to helping his client's businesses thrive and maintain optimal health. His staff is very friendly and experienced as well. You'll be in very good hands with Mosaic and enjoy the peace of mind Kevin and his team provide."

"I have been a client of Mosiac and Portland Payroll for about nine months now. Kevin came highly recommended to me by two business owners, independently of one another. He and his team have been great to work with! At our first meeting, Kevin spent an hour with me, learning about my business and how he and his team could best help me. Then, at the beginning of this year, he sat down with me for another hour to discuss my business and financial goals for 2020 and helped me brainstorm additional marketing strategies for growth. He is kind, good at explaining things (never condescending), and responsive. His team is also fantastic and very professional! I have a dedicated payroll person, Courtney, who I can contact with any questions regarding payroll - she is responsive, very helpful, and alway so positive to interact with. On the bookkeeping side, I work with Destynee, who is also patient, responsive, and extremely knowledgeable. Kevin and his team have helped me in my transition from solopreneur to a team of seven, to filing S-Corp status to save money, and while I increased my revenue by 2.5 times last year. I am excited to continue working with them as I aim to grow by at least double this year! Their guidance and support along the way has been invaluable!"