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    CBL Wealth Management

    5.0 (1 review)
    Closed Closed

    By appointment only

    Services - CBL Wealth Management

    Business consulting

    Investment management

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    Rick Ardito, CPA

    Rick Ardito, CPA

    (15 reviews)

    We came to Rick after years of doing our own taxes. It was nice to be able to turn over our…read moredocuments and not have to worry about second guessing ourselves about new tax laws. The price we paid was fair and very worth it. Rick gave us tips on how to mitigate our tax liability next year. Yes, you could do your own taxes, but with the ease, quality and value Rick offers- Why?

    After years of using TurboTax, it finally became so difficult to use that we went searching for a…read moreCPA to do our taxes. The first three we tried were not worthy, but Rick is beyond amazing. On our first visit, I thought he was just going over our documents and entering our contact information into his system. All the while, we were having wonderful conversations about this, that, and the other thing. After about 45 minutes, he stood up and went to the printer to retrieve our completed tax returns, which he had already filed electronically. He also printed out forms and envelopes for our state and federal quarterlies, along with forms and envelopes for our 2024 tax liabilities. Great service. TurboTax does this too, of course, but it was taking me two full days to get everything they way I thought it should be, and then another half a day with my wife looking over my shoulder to make certain we were submitting accurate returns ... hours of utter stress. Having Rick crank out our returns in what seemed like record time was such a relief, and such a weight off. The experience was so incredible, I'm going to miss seeing him until we do this again next year.

    CBL Wealth Management - investing - Updated May 2026

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