After over 20 years of personal and home office tax accounting, and them reaching out to make an…read moreappointment for this year 5-6 weeks ago, they cancelled with a few hours' notice, after I had uploaded all documents to their secure portal. My last straw with a declining business. This stems back to a dispute from last tax year--they did not review my return carefully, resulting in a careless error in reporting out of state income I documented and a five-month delay in getting my state refund. They were casual and non-communicative about a letter from the state with a deadline for response, to which I had to rush a reply to get a postmark to be in legal compliance. They were indifferent that a significant refund was at stake. In a previous year, a server went down and they lost all returns. Careless. Another year we had to submit additional documentation to the state as they said that their software had a glitch which affected many clients' returns. Bureaucratic and unreliable. Tony used to provide a personal touch. But it's a large bureaucratic operation, he doesn't even give a simply reply like "I'm working on this matter" when he is CC'd on an urgent matter. The receptionist tell you "it was on Tony's calendar for last week," not "Tony has taken care of this." It used to be in person annual appointments, then went to Zoom, and then became by telephone. The amount of time was reduced very year, even as fees outpaced inflation. It's overpriced, and the service and reliability are not at all what they used to be. Tony used to be a nice guy and very professional, but he's only a shadow of what he used to be.

Very unprofessional accountant. My company's payroll is delayed or forgotten about at least once a…read moremonth, when I ask why I get an indifferent response. The service isn't cheap so I'd expect at least a high level of professionalism.

I started working with Stacie and Ben for my 2024 tax returns and it felt super easy. They helped…read moreme with my taxes efficiently and was filed in less than 2 weeks. I had a lot of questions regarding my current taxes (and past tax returns) to which they patiently answered them all. I'm returning back to their services this year too.

Missed my tax deadline, blamed me, then fired ME as a client!…read more I hired Simpson & Kirkman Tax to file my 2024 taxes with an October 15th extension deadline. I signed an engagement letter on September 30, giving them over two weeks to complete the work. From October 3rd, Ben knew my documents were disorganized and would require cleanup. Despite this, he waited until October 14th - one day before the deadline - to send me the specific P&L template format he needed. When I asked basic structural questions the morning of October 15th, he was still providing guidance and clarifications through October 16th. I provided all requested information within 24 hours of receiving clear requirements, though admittedly a few hours past his same-day deadline. Rather than work through it or communicate deadline risk earlier, Ben simply didn't file. When I asked about their penalty reimbursement process (standard practice for firms with E&O insurance), Ben claimed we had "not engaged in any services together" - despite having a signed engagement letter from September 30th. He then terminated the relationship, leaving me with accruing penalties. Professional tax firms manage deadlines proactively, communicate requirements clearly, and take responsibility when they drop the ball. This firm did none of that. They waited until the last minute, provided unclear guidance, missed the deadline, blamed the client, and walked away. Save yourself the headache and hire someone competent.

I'm tremendously grateful for the knowledge and service provided by Michael Goldfine and his…read morefinancial team, including Shivender Sofat and Brice Daszewski. My family's business received two PPP loans and then faced an unexpectedly curvy path to reach forgiveness for those loans. Thankfully, Michael, Shiv, and Brice knew precisely how to navigate the forgiveness maze and walked us through the process every step of the way. Today we received full forgiveness for our second loan -- which never would have happened without their guidance. If you or your company needs consultation or accounting services, Goldfine and his team are definitely the pros to turn to.

Called to inquire about my personal return. Was told upfront that their rates begin at $875, and…read morewhen I asked why considering the relative simplicity of my return, they said 'We are upscale. We aren't H&R Block'. Which is funny! But also ... their arrogance lost them a customer. Not to mention that $875 is really hefty. Possibly they're worth the cost for more complicated matters, but I would skip them if you are looking for a down-to-earth partner.

Disclaimer: I was recommended to utilize David Zhang's expertise by a family friend of David. This…read morereview is not on the employee (who was pleasant) but it is on David. I first went to consult David back in March 2022 and he was great. He answered all my tax questions and I was in and out of the office in no time. I thought to myself, great, I just found an amazing accountant in my neighborhood. During that time, I explained to David about my situation and he responded to come back to me when tax season is over and all he has to do is to file a 1040x (to amend my tax return - 1040). (Side note: The issue that I had was that I initially e-filed my taxes. The federal rejected it but the state accepted it. Which is why I went to seek professional services in resolving the problem). So on December 12, 2022 at 1:30pm I went to see David and his office was busy. I told David I did not have an appointment and I asked, "should I make an appointment"? He decided to hear me out at first but then he passed my case to one of his employees. The employee explained to me that since I did not file my taxes 2020 taxes with them, there is nothing that they can do and I would have to come back during tax season. I tried to explain to them what David told me back in April (to come back after tax season) and David told his employee in Chinese "just ignore him, he is too annoying". Yup, just because someone doesn't speak the language, doesn't mean the person does not understand. The funny thing is that, just over the weekend, the same family friend asked me how was my experience with David because she wanted to file her taxes with him for the upcoming year. I raved about how great he was the first time around but after this experience, it got me to think: if a family friend doesn't even use your service in the first place, it is extremely telling of your professional demeanor or the lack thereof. This review will probably not affect the business but if you are looking for a tax accountant in Elmhurst, stay far away from this place.

This guy talks barely any English. I called for very simple tax work where most of the work was…read moredone & it would only take 10mins to complete which he wanted $150 for & when I said it was too much can he offer me a better price he told me go find someone else then & hung up on my face. So here is your very well deserved rating! Very unprofessional service where you are not valued as a customer....I will recommend to take your business where you are valued as a customer & not rudely hung up on!

Hands down the best accountant we've ever had. Will not let anyone else ever take care of us or our…read moretaxes!!!! Been using him for quite a few years now and love him and his extremely attentive staff! He's down to earth, funny and a nice guy too! You get what you pay for and he's worth every penny!!

I've used Robert J Klein, CPA for over 5 years now. They are true professionals - knowledgeable and…read moretimely. While tax season may be a drag for most, I rest easy knowing I am in reliable and dependable hands. The entire team is great. Cannot recommend them enough.

My long search for a good CPA is finally over. I've found it really challenging to find an…read moreaccountant who knows how to bend all the bureaucracy to my advantage. I found David and Melissa from Shum and Associates to be more than capable: not only are they good at navigating the labyrinth of tax laws and forms today, but they're very adept at coming up with a long term strategy that saves you money. They helped me structure my companies, which receive dividends from investments, in the optimal fashion to mitigate risk, remove liability and have me incur the lowest possible cost.

Melissa has been taking care of my business's bookkeeping and accounting for over two years, and I…read morehave never been more confident that my finances are in good hands! As a small business owner, I do not have the time to allocate to managing my books. I also cannot use DIY accounting programs during tax time because having a business with lots of different kinds of revenue and costs makes it just too complicated for me to sleep soundly. I have referred her to six of my fellow entrepreneurial friends since working with her and everyone loves her approach! Melissa is no nonsense. Her turn around time is impeccable. She's a great listener that focuses on your business strategy versus the clock (as so many other accountants do). If you're looking for trust worthy accountants, you've found 'em!

Previous to coming to Sal, we were suffering with the worst accountant on the planet. We were…read morealways on payment plans because we always owed so much and we always seemed to be getting letters from the IRS about mistakes the accountant had made. Sal Grasso & Company were referred to us by a friend, and Sal is incredible at explaining everything clearly, and concisely--and to our shock, we actually got a sizable refund! First time ever! It's been a total pleasure working with him. The offices and other staff are great, too. We're totally happy --Best decision we ever made.

The best tax preparers in town! I'm so glad after years of…read moreswitching accountants, I've finally found the place that I feel good about sticking with. Working with them was such a pleasure, very friendly and knowledgable people. Highly recommend!

I'm not a big review-writer but Jonathan is great. Hard to believe we've never met since at this…read morepoint I trust him like family. Found him through the Freelancers Union, he disentangled my big mess of self-prepared returns a few years back, got me on a clear path with everything working like clockwork. Knowledgable on a range of issues. Trustworthy. Very easy to use the portal system to upload docs etc. Minimal effort required by me, just how i like it. Highly recommend.

I write this review to give fair warning to future customers. We used Medows CPA for three years…read more It was a very up and down experience. Over the past three years, Medows put more preparation burden on his customers (requiring completion of lengthy, convoluted forms which I've never had to prepare for a tax PREPARER before), while complaining that our taxes took a long time to complete. We had to check their work for errors. We learned to expect inaccurate answers and incomplete research when we did have questions - and often completed the research ourselves. He was very helpful when we had a shift in our income/expenditure situation three years ago. Hence two stars. But then our taxes got very simple for two years in a row. A few months ago, I asked for an itemized bill for last year's expenses and/or a fair estimate for this year's work. I was told we were too much work, and it wasn't worth his time to retain us as customers - no answer, no transparency. This is probably par for the course in tax preparation, and there's nothing particularly bad about this service. But there's nothing particularly good either. We'll spend as much time preparing our own taxes this year as we did preparing and checking Medows' work last year, and we'll save $335. For even mildly intrepid souls, I recommend using a tax accountant only when you have a big change in financial circumstances, and in between just use TaxAct.com and a couple of calls to the IRS. It's really not that hard.