Discovered Barry via a web search for local accountants in the area, as I was looking for an…read morealternate professional to help with my taxes this year. Customer reviews were fantastic and decided to give this a go. Very knowledgeable and also very quick with his follow-ups. Would highly recommend. Barry is our go to resource moving forward.

Found Barry on YELP. Was very pleased with service and his price was fair. Barry is knowledgeable…read moreand easy to talk to. I would recommend his services and am a repeat client! 5 STARS!

I can't rave enough about Colin. His expertise is unparalleled, but it's not only that. He helped…read moreme understand the process, explained the pros and cons, and gave me the most thorough information and thoughtful guidance I've ever received in any real-estate/financing transaction. Highly recommend!

If you want your taxes done correctly and in a timely manner this is the CPA firm you want to use…read more I've been with them for 30+ years and they have handled all of my personal and business tax returns without one hiccup. Their level of expertise is excellent and they're very responsive to any questions you might have. Their services don't come cheap but nothing good does come cheap. If you want cheap go to H&R Block or TurboTax but realize the person preparing your tax return probably isn't a CPA, more than likely they're just non CPA's that these companies put thru a course of basic skills and they just plug your numbers into an online program that spits out your tax return. If it's right you're lucky but if it doesn't you're pretty much screwed and may well find yourself having to deal with the IRS on your own. I've been an accountant for over 50 years and I haven't done my own tax return for more than 35 years simply because I started my own business in a different industry and I never kept up with the current tax laws but I sought out a CPA firm that I could trust to do the job right. This firm is excellent and I would recommend them for your tax needs. They're also investment advisers but I have never used them for those services so I can't comment on that end of their business. Again, if you want your tax return done correctly this firm is as good as they come but their fees aren't cheap but it's much more expensive to have to deal with the IRS if your return is wrong.

Dan was referred to me by a friend who is risk and expense savvy..... and what a win!…read moreHire him as fast as you can, pay him what he wants. He is an understanding and ultra competent professional that knows his business.

DJ Duffy is a long time accountant who can handle any of your needs as a taxpayer. He is a very…read morepersonable and knowledgeable accountant.

Christine goes above and beyond for her clients, she makes you feel like family. I highly recommend…read moregoing to Surfside Tax for your all of your accounting needs.

Nailesh's service during my parent's business as their accountant was terrible. My elderly parents…read morewere rushed into opening a business under his accounting and taxation services. He did not explain them the details of the corporation he was opening for them, neither did he open the correct type of corporation for them. Throughout his services he kept misguiding at every occasion although making sure that he was charging for all such services which they paid every time in full. The worst was after the business was dissolved (which he did not do correctly and left many loose ends with IRS and State Taxation departments) he was absolutely not willing to support them any further with responses that they had to give to IRS. I would not recommend him for any services. If you would like to spend your money wise, do not take his service.

I used Nailesh as a CPA for my 2016 tax returns. After interacting with a number of other tax…read moreprofessionals in the area, I can confirm he is one of the best Middlesex County has to offer. Between 2014 and 2016, I visited or called a number of tax professionals along the Route 1 corridor throughout Highland Park, Metuchen, Edison, and Woodbridge. Each year, I looked for assistance with my income tax returns. Unfortunately, since I don't have a particularly complicated situation, many CPAs dismissed me as a customer. I cannot tell you how many tax professionals denied me their time, telling me they only work with individuals with complex situations; they kept recommending I head over to H&R Block or just use Turbo Tax. The tax professionals who did accept my business in 2014 and 2015 completed my tax returns in as little as 5-7 minutes, just skimming over my documents and submitting returns without even having a conversation with me as a client. As someone with a couple of tax-related inquiries who wanted to make sure I proceeded correctly, I knew I had to find someone new in 2016 who would take me seriously as a client. Nailesh did a wonderful job. When I called his office, he scheduled a same-day appointment with me and met with me for an hour. We held a one-hour initial consultation in which he reviewed my paperwork thoroughly and asked me a series of questions which immediately proved his thoroughness, his precision, and his commitment to his customers. Additionally, as questions arose throughout the process of preparing the returns, Nailesh texted me to ask follow-up questions to ensure the accuracy of my returns. While working on my 2016 return, Nailesh noticed an inaccuracy that carried back two years to my 2014 returns (likely a result of the rushed and haphazard service I got at other tax preparation offices). He amended a number of my state and federal returns, gaining me not only piece of mind but a steady stream of small (but not unappreciated!) checks with some extra money I had not been anticipating. At the end of the process, he invited me in for a final appointment to review my returns and explain his calculations, a step in the process which I very much appreciated. He also charged fair and reasonable rates, especially considering he spent three times as much time with me as many of his competitors in the area would have! If you are looking for personal income tax preparation, I cannot recommend Nailesh any more highly. I look forward to using him for tax preparation in upcoming years, as well as recommending him to my immediately family and friend circle.

Stuart Stern is a true professional who is very knowledgeable about investing and planning for your…read morefinancial future. I highly recommend his firm for all of your investing. He treats you like family and is always a call away. He also referred me to true professionals who helped straighten out my will and take care of my taxes.

Stern Capital Managment really gives your investment portfolio the specialized and personalized…read morecare that it deserves. After spending several years investing my retirement fund with the "Brand Name" companies, I realized just how much justice they WEREN'T doing for my investments. Made the switch 18 months ago and have been happy ever since. They're very responsive and only a phone call or email away if you need anything....no hold music, automated voice prompts, or robotic customer service reps to deal with. If you want your money to go further AND to be treated well along the way, SCM is the way to go!

Jay and Eric are astute financial advisors. They are also…read morepatient, kind and considerate, as is their office staff. They keep in touch regularly regarding one's investments and offer sage advice. Highly recommend them!