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!

Normally I write reviews about people, places and things that I want everyone to know about. In…read morethis case, however, I feel obliged to share the extent of our negative experience with Noy Tax to prevent others from suffering the same consequences of working with them. Horrible service, massive mistakes, and radio silence (to this day) around our requests for information or assistance. The worst part, in my opinion, has been an unwillingness even to entertain, let alone accept, any responsibility or contribute in any way towards resolving the situation. Several other friends and colleagues reported to us that they found errors on their returns prepared by Noy Tax as well. I cannot recommend this tax service in any way. Had Gina made any effort to work with us, or even to respond, I would never have considered writing this review.

I went to see Gina again this year and luckily she took me in a week before the deadline. I'm…read moreextremely grateful that she was able to fit me in. Just like last year, she was able to process my paper quickly. The best part was that I was able to email her all of my paperwork instead of dropping off hard copies. She was very responsive and made everything go more smoothly. Also, she gave me some great advice for my 2013 filing. I'm definitely seeing her again next year. Gina is awesome, as always!

With Tax Season looming on the horizon, I finally came to the realization that I needed…read moreprofessional help for my personal and business Financial Record Keeping and Tax Preparation. Asking around at my club if they could recommend someone, one of the members recommended Nicholas J. Coco, CPA, to me. I made an appointment and after meeting with Mr. Coco, I quickly learned that there is a big difference between some storefront, hired for the holidays, tax preparer, and a Certified Public Accountant when it comes to understanding today's very complicated tax laws. Nicholas Coco is a true professional in every sense of the word. He is honest, experienced, trustworthy and, above all, thoroughly familiar with current and changing tax laws. After thoroughly reviewing my personal and business records, Mr. Coco set me on the right path by relieving me of all worries about my monthly record keeping, profit and loss statements, and income tax and withholding reports. I am now personally recommending Nicholas J. Coco, CPA as the "go-to-guy" to all my family and friends who, like me, want to save money in some cases, and wish for their tax returns to be accurate.

Small office that are licensed professionals that take care of your tax needs. No appointments…read moreneeded, they accept walk-ins at all times. There extremely fast, friendly and patient. I'm usually in and out between 30-45 minutes tops. Starting rate is $75 & + depending on your situation, ex. How many W-2 forms you have, any 401k roller over, any added interest and so on... I really like coming here every year, they do there absolute best to get you the money your entitled for. ~ refer a friend and get $10 off your tax preparation ~ cash only

Audited 2018, 2109 and 2020 Bean Tax paid me penalties and fees for 2018 . After they paid 2018…read morethey stopped answering calls and didn't respond to my lawyer . This business will not help you and the information that was put in my tax return was false all 3 years . I got Audited and I've lost a lot of money. I have to pay for another lawyer to go to small claims court and get my money back from this business .

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.

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.

Capgro Bookkeeping Services LLC delivered on everything they espoused -- efficient, accurate,…read morereliable, detailed and easy to understand. Always responsive (excellent communication) and maintaining a high level of professionalism, this service relieved me of the "headache" I always experience when time to deal with the nitty gritty finances of my business, leaving much more time for me to focus on my creativity and delivery of my services to my clientele. I wholeheartedly recommend Capgro -- you won't be disappointed.

We had a disastrous experience with this firm. They charged us $750 after our first meeting (before…read morethe taxes were done) and then made many, many errors on the return they sent us. The amount of taxes they said we owed was five times the amount we finally paid when another firm did our taxes. They were unresponsive and unprofessional. We don't like to give a bad review to a small business, but feel obligated to warn others not to use them.

This is a tax mill and with that use them at your own risk. I worked with Ron for the past three…read moreyears and had the same conversation over and over again. Pre tax meet up then again Tax day. Then the next year, lather rinse repeat. And then this year where I managed to have it four times as he was late in filing, lost documentation and of course attempted to blame me for that error. Irony is that I attached the docs to the check.. the check cleared. Go figure. Sloppy workmanship, endless whining as when your taxes are more complex that Turbo Tax allows means you will pay more in both taxes, penalties or fees to an agent who is not worth any of it. Irony that this is called Broadway Tax Professionals, I certainly did not experience any professional service what.so.ever.