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    Cpa Tax Planning

    3.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Cpa Tax Planning

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Cpa Tax Planning Photos

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    Recommended Reviews - Cpa Tax Planning

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    9 years ago

    Couldn't ask for better service. Professional & down to earth CPAs that are very knowledgeable. Telling all my family and friends.

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    9 years ago

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    Be Awesome Not Broke

    Be Awesome Not Broke

    (32 reviews)

    Crown Heights

    Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

    While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

    Brooklyn Plans

    Brooklyn Plans

    (14 reviews)

    DUMBO, Downtown Brooklyn

    I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

    Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

    R&G Brenner Tax + Accounting - R&G Brenner Income Tax  
 New York's Tax Team Since 1941 With Over 30 Locations

    R&G Brenner Tax + Accounting

    (13 reviews)

    Bay Ridge

    This is an absolutely disgraceful place for tax presentation services. Specifically Felicia…read moreDeSimone, a tax preparer there is the most unprofessional person I have encountered to be trusted with such important matters. She does not return calls or respond to emails. Additionally, she does not know what she is doing and does not take ANY accountability for her mistakes. She inaccurately files credits as if it's her first day on the job, and does not provide ANY assistance when the IRS comes asking questions regarding why these actions were taken. As a tax preparer, one should know the laws regarding how many times certain credits can be filed. I first contacted her back in November of 2025 and have STILL yet to hear from this woman in the middle of March. When I contacted Greg Brenner himself, the owner, he ignored my email for over a month until I emailed again and mentioned I'd be writing this review and reporting them to the Better Business Bureau. But wait, it gets better! Even after he practically begged me not to do so and "ensured" he would "take care of it", it is yet to be resolved. Office management is also absolutely useless! After paying over $500 for tax preparation, with the promise of "we'll have your back should the IRS ever need additional information or should they audit you" you expect them to do just that...however, it is simply not the case! DO NOT DO BUSINESS WITH THIS GARBAGE COMPANY!! There are tax preparers that will literally come to your home, charge you less, and get you back more!!! Would have given NO STARS if there was an option.

    I do not understand how this company has received any high ratings. My experience was simply awful…read more 1. The app sux because you're unable to delete files on your own!! And no one responds to Chats. 2. An appointment was set, I joined on time and wanted 20 minutes. No one joined or reached out to me. Called the preparer and he didn't even know or forgot about our appoint. Give me 30 minutes and I'll call you back, he says. In the meantime, I found another preparer. However after 45 minutes, I call him. He says, you have so many documents, I'm downloading them now. I told him that he can stop because I won't need his services. To my surprise and horror, he sounded relieved. The interaction was astoundingly unprofessional. 3. The fired preparer told me he would delete my files. To this day, more than a week later, the files haven't been removed. I had to call to ask for removal. 4. The website boasts being a family owned business , older than Methuselah, but it was clear to me that preparers are outsourced and I'm unsure of their connection to the main company or how they're vetted. Horrible experience. I wouldn't recommend to anyone.

    Cpa Tax Planning - financialadvising - Updated May 2026

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