Great accountant that I recommend all my family and friend to…read more I have my estate matters handled through this CPA. Price is comparable and a great value.

We have been seeing Carol for the last three years. She did a great job cleaning up a mess we had…read moreback then caused by two other so called accountants.

Services were horrible! You are so desperate that you respond to my review 6 years later with a…read morebunch of inaccurate accusations. I'm not sure what you mean by delinquent, unless your definition of being delinquent is because I had not filed my taxes for the prior 2 tax years filing cycle. Well guess what? I took it over to H&R Block and they were able to take care of me in a few hours, my taxes were COMPLETE and very ACCURATE. From what every tax service tells me, H&R block employees are considered entry level with a minimal skillset, but guess what? They figured it out pretty quickly, it wasn't that complicated. For you to try to make it out like it was so complex tells a lot about you. You should not have charged me since you did absolutely nothing, that's usually how it goes. Lastly I am not trying to ruin your reputation I'm just talking abut MY experience. Everyone's experience isn't the same. Let the reviewers be the judge.

Great customer service!! Very knowledgeable and professional. Will definitely continue to use!!read more

I've worked with Jana in a professional sense, having teamed up to assist her with a large unpack…read morejob. Jana is timely, professional, upbeat, and a true professional at what she does. She's able to see the big picture and think about what would make the most sense for her clients. Jana is a dedicated project manager that's able to keep track of details, timelines, and different companies, putting her clients at ease. If I were moving, I would hire Jana to help in a heartbeat.

Moved to SD from Va and called for help in planning furniture arranging, clearing clutter,…read moreunpacking boxes, and organizing paperwork and memorabilia. Jana came and was a godsend for me. The day after the move - ALL of the boxes were unpacked and most of the items were in place AND several LARGE paintings had been hung. Another visit and my garage is totally organized as well. With the help of Jana and her assistant, everything is done and I can get back to walking the beaches tomorrow. Thank you Jana for helping me to project completion!

This review is long overdue…read more I've been working with Amanda, Cathy, and her team since 2019. Starting my small business, they were there to help me at tax time and complete the whole process of becoming an S-Corp. Ok, first of all - YES I'm beyond excited about what Amanda and her team were able to do for my small business taxes. The pricing is fair and you're getting top-notch attention. I like their new portal for organizing all your files online. Last, I'm amazed that her team was able to help me this 2022 tax year because this family has been through a direct loss in the family, Neil. I'm sorry about the news. However, Amanda and the team have always been there to give me insight and get the job done. Thank you, ladies! You're amazing.

We have been going to Leiman & Associates for a handful of years now. Last year we owed taxes (our…read moreown personal doing). Amanda and her team made sure to set up quarterly touchpoints with us to review our W2 and tax liability to ensure next tax season would be more favorable. She really worked with us to ensure we were utilizing all the pre-tax benefits to set us up for a good position next tax year. I appreciate the follow through and treating us kindly when it comes to the uncomfortable discussion about money.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

I used Online Bookkeeping Solutions for my taxes this year and it was really easy. I had multiple…read moresources of income and Mike was able to compile it all accordingly. He also put all of the nessesary information into Quickbooks and even showed me how to use the software step by step. It is a lot easier for me to use now thanks to Mike. I will for sure use him again.

Before I met Mike from Online Bookkeeping my books were a mess and my end of year was always a…read morenightmare. Mike and his staff were friendly, knowledgeable, and affordable. My favorite part of working with this team was that I never felt they were trying to sell my business a long term plan. They set me up on Quickbooks on my computer got us organized and then trained our staff to take over. I would recommend them to any business owner in need.

Love him. Trust him with everything I have. Worked with him for over 20 years. Always great at…read moregiving advise way above and beyond expectations. He has been a diamond in my financial life. Thank you Spencer.

Spencer has been doing my corporate and our family returns for two years. This will be our third…read morewith him. Finding a good accountant is so much harder than it should be. He is knowledgeable, professional, and has a lot of experience. He calls me from time to time just to check in, say hello, and ask how business/life is going. It means a lot to know someone that is taking care of your finances also cares about you personally. Highly recommended!

I wish I had found them sooner!…read more After years of putting up with downright TERRIBLE service from my previous CPA, I was referred to Schwartz & Schwartz. I am kicking myself for not doing it sooner. And if I'm going to be completely honest, I don't even know if I've ever spoken to my tax preparer? Everything is done perfectly the first time around, there has never been a single issue. This year, I'M NOT EVEN LYING, within 5 mins of uploading my last document I was notified my return was complete. It was so quick, and I was so shocked, I actually went back to check the time stamps on our conversation but it disappeared. The app is fantastic to use... Takes all the hassle out of trying to send personal and confidential information safely. I have referred friends and family to them, everyone has happily thanked me and received the same level of service.

I had a great experience with this tour company. Everything was extremely well organized from start…read moreto finish. The bus arrived right on time, which I really appreciated, and the whole process felt smooth and stress-free. The staff was professional, respectful, and made sure everyone was comfortable throughout the trip. You can tell they care about their customers and take pride in what they do. I highly recommend them for your future bookings -- you won't be disappointed.