I have now worked with Andrew Zuroff and his team for eight tax seasons (business and personal…read morereturns). I never thought I'd write this, but I actually look forward to tax season because Andrew is so knowledgeable, detail-oriented, and happy to answer all my tax-related questions. He's the best professional service provider I've ever worked with, by far. Whether you're looking for someone to help with your personal taxes, or you're running a business with employees, I'd recommend this CPA without hesitation.

The Zuroff CPA office did a great job with our filing our tax returns for 2020 under difficult…read morecircumstances. Their professionalism and thoroughness were impressive, with a low-key approach that made us feel comfortable.

Very disappointing experience with this firm. They are non responsive to time sensitive issues,…read morenot returning calls/emails. Very unprofessional.

My experience was very disappointing. To start, the staff couldn't find some files I uploaded in…read moretheir rudimentary tools, and it took multiple calls to clarify the issue and correct the missing data. There was also a small mistake in my return, which may happen, but again it took forever to fix, due to delays, unanswered calls, and multiple people involved. Even if I submitted all my data very early, we ended up filing at the very last minute, where I had to chase them by calling multiple times a day. I was surprised by the confusion that seemed to dominate their process.

Very professional tax advisors and were able to handle my issues very knowledge and explanations.read more

I requested a consultation through their website and was able to book within a week with Laura…read moreThompson. It was evident that Laura was well versed and up to date IRS and tax policies (I had specific questions on retirement accounts), and was also very patient and kind. She also spent time reviewing some IRS information with me to help me understand my situation when she did not have to. Although I did not end up receiving services from this tax firm, I was very impressed with how kind and knowledgeable they are. I would not hesitate to recommend them to a colleague or to come back in the future for a consultation if my taxes become more complicated.

George is my guy! Since setting up my business in 2020, George has been a huge help both with taxes…read moreand general information on how to keep myself organized and on top of financial issues (payroll, state fees, etc) I also have some stuff that I think is on the complicated side (family trust, crypto) and George is always there to help.

Apparently George had some health issues which deemed him unavailable for tax preparation this…read moreyear. He stated that he had sent out emails to his former clients in December (I have been a client for the past several years and he absolutely has my email address). When I called to schedule the appointment with his office in February his receptionist made no mention that he would not be available and that I would be meeting with someone else. When I arrived at the office, I waited 30+ minutes and inquired as to whether I should reschedule. A lady came out to say that she would just be two more minutes. I thought that she was the client. When they were ready to see me, I was completely taken aback when told that I would be seeing Kim for my taxes. I'm not sure how complicated my taxes are but being in two different states with residencies in both, various jobs (W2, 1099), rental/owned units, it is important for me that my tax person is knowledgeable about my situation. I was completely unprepared to re-explain my situation. Kim asked NO questions and input numbers like a robot stating that she was all set based on last year's preparation. I have had several changes from last year and ended up owing about three times what I paid last year. In response to email inquiries, she stated that there were changes required and was dismissive. Please keep this in mind when scheduling with this company. I will be searching for a new provider next year and a company with higher level of integrity and transparency. For reference, I ended up paying Kim, $800 for my tax preparation and owed about $6000 after about 20 minutes of face to face time.

I had an unfortunate tax error, due to an incorrect filing by a prior employer. Not being very…read morefamiliar with the field and from a different state altogether, I was at a loss of what to do & what steps to take next. Luckily for me, I found Ryan McFarland. Ryan was not only extremely knowledgeable in his field & a true professional, but on top of that he was an absolute pleasure to work with. He made what seemed a rather daunting & lengthy process, completely attainable & achieved the end result we were hoping for. His service to me in my time of need was invaluable & I would 10/10 Recommend to anyone in need of tax assistance!

I was so unfamiliar with tax process and luckily found Ryan through a mutual friend. He made the…read moreprocess so streamlined for me, saved me time and money! If you're looking for any assistance in an unfamiliar world, I highly recommend!

This will be the 4th year my husband and I have coming to Daisy Tran office…read more Highly recommend to anyone who's looking for a reliable and efficient tax service. She is easy to work with, super knowledgeable, and made the whole process a lot less painful than I expected.

Ms. Tran has been helping me with both my business & personal tax return for 3-4 yrs now…read more She is very knowledgeable especially for my Short Term Rental Property business. She had been managing 7 figure account/book keeping for tax/investment firm for 10 yrs & now opening up her own office. There were several challenging aspects of my business tax, but with her tax strategy has helped me win back thousands of dollars. In addition, Her service is very competitive-best value. She is professional, also quick to respond to any questions or concerns. I have referred her to many of my friends & family members; some thought they could use Turbo tax for their simple W2. However, to their surprise, with her Tax tip & experience, she was able assist my friends to receive significant more than Turbo tax has to offer. She is highly efficient and make the tax experience as simple and pleasant as possible.

Excellent service, high-quality customer service. I want to highlight Karina Balakhonova,…read moreCommercial Lines Manager. She's a pleasure to work with, always ready to help, always available, a true professional. Thank you for your work.

I use Kovalev Insurance to insure my business, my personal cars, and my home. I really like it. The…read morestaff is responsible and always available. I especially want to highlight Karina, a simply amazing, responsible, and qualified employee. Thank you for your services.

Made several mistakes on our tax return that took a long time to sort out. TurboTax has been…read morecheaper and more accurate.

TLDR: If you have a very basic tax return or if you are someone who is so wealthy that you often…read morefind people bending over to kiss your feet, Chuck King may provide adequate tax services. If you're anywhere in between, I would recommend looking elsewhere. I was reluctant to write this review because Chuck actually seems like a nice guy who probably got some bad advice from a business magazine in 1987 and took it as gospel--the advice being something along the lines of focusing on wealthy people or people who can do the most for you in return and not wasting much time on the "small folk". That may have worked 25 years ago, but isn't a great philosophy in the Internet age where everyone has a voice. I made an appointment to file my annual taxes with Chuck at least a month and a half before the April 15th deadline. The appointment went pretty well for the most part. He seemed friendly enough and confident in his abilities. My return had a small handful of complications that made it a bit more involved than a basic filing, but nothing earth shattering. There were about 3 or 4 things Chuck needed to research how to file before we finalized the return. That is totally fine. Tax law is complicated and I don't expect professionals to have all of the answers offhand. He told me we could leave things 98% complete and he would figure out how to tie up the loose ends later and confirm with me once everything was complete. He offered to let me pay when the taxes were filed, but I opted to pay on the spot. I'm not sure if this had any impact on what transpired next. It started off normal at first. Chuck would call me to check in every two days or so to inform me of his progress on closing out the open items on my filing. Then he began to go dark on me. I started having to call him for updates. He was not apologetic at all--he was actually frustrated that I was bothering him by checking in on a service that I paid for but didn't receive. He told me his methodology is as follows: for every filing he can't complete on the spot, he puts it into a pile towards the back of his office. When he has downtime, he works on the outstanding items in order from "most important client" to "least important client". These are his words, not mine. As you may have guessed, I was a very low priority/low income client to him and he made that very clear numerous times. To make a long story short(er), I went through a series of very painful emails, phone calls and in-person visits with Chuck to get my filing pushed through. The weaker I was on the phone, the more he tried to bully me, but once I started to (mildly) berate him a bit, he seems to regain some sense and started to act. Some people to respond better to scolding than gentle pushing, and Chuck seems to be one of those guys unfortunately. Chuck literally dragged this out until the 11th hour. Even though my appointment was relatively early in tax season, I had to go to his office the day of the deadline to ensure he filed it. And I had to take the initiative to show up--he certainly didn't seem that concerned about it (after all, I make peanuts--why would the IRS care about me?). Look I get it. People make mistakes. People are busy. People don't have all the answers. But what makes it worse in Chuck's case is that he was never apologetic about it for one second. There was never a "sorry you had to chase me down for the last 6+ weeks" or a "I swear, the service here is much better than this". I just felt like I was bothering him the whole time. I really wanted to like Chuck and there were many times I would look at him and see the "good guy" in him. I don't think his accounting skills are inadequate or that he was out to get me. But unfortunately for him, you can't put someone through what he put me through and be considered "good at your job". One star.