Morris Esquenazi and his co-worker Jose Torres from Northwestern scammed me of $18,000. I was…read moreintroduced to them by a friend who ended up getting scammed as well. They sold me a life insurance policy based on lies. Instead of giving me the right answers to all my questions they lied to make me believe something else. I was paying $1,500 a month to make 5% on what I put in a year. One of my main concerns and the question I asked repeatedly was if I could take my money out whenever I wanted to and they reassured me that I would be able to take it out whenever I pleased which was a complete lie. They put me on a whole life insurance which I cant take the money out how they had explained to me. After speaking to several other people in the same field as them they advised me that the whole life insurance wasn't beneficial to me and the only reason why Morris & Jose put me on the whole life insurance policy was because they win a $10,000 commission. So pretty much they scammed me and knew what they were doing to cash in on that commission. I am writing this review because I hope no one else falls for this scam!

I have had the pleasure of knowing Morris for over 10 years. He has consulted for me on many…read moreoccasions on business matters. I highly trust his professionalism and ethics and strongly recommend him as a financial advisor!

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

Great service! Kenneth did my taxes for my S Corp., LLC and personal taxes. He did a great job,…read morefinished early, charged must much less my previous accountant did and got me the biggest return back in years. It was so refreshing to get that personal service with such awesome results! I highly recommend his services.

Knowledgeable and was available whenever I had questions. I highly recommend Kenneth!read more

Stefano CPA is outstanding! He handled my 2024 personal and business tax returns flawlessly,…read moremaximizing my deductions and making the process stress-free. Highly recommend his expertise

Friendly, Fast & Fabulous!!!…read more Ever since one of the top two, well-known, tax preparer companies totally messed up my income tax return many years ago, I've resisted entrusting anyone to complete this annual obligation for me. But with an ever-expanding to-do list and a great fear of missing another filing deadline, I sent up a last minute plea for help and like Batman, Craig came to my rescue! The other Yelp reviews were right. Craig was so helpful. He didn't berate me for getting caught in the filing deadline crunch, but instead he put me at ease and quickly outlined an action plan. Thanks again Craig for your professionalism, clear communications and hard work. Looking forward to using your services again next tax season, only earlier--I promise!

Found this company on Yelp. Read the all the amazing reviews and after doing business with them,…read moreit's all true. Would definitely recommend! They are very welcoming and professional, with expert CPA staff. When you call, ask for Craig, he was extremely helpful and knowledgeable on all things tax and finance related.

I had James Ridout do my taxes for me this year. As I have a business with the an LC Disc and K…read moreforms it's not the easiest to do, but James did a perfectly great job. I couldn't have been more pleased with the results regardless of what I ended up owing. Better yet, in meeting with him, he is a really nice friendly guy besides being a true professional. He's easy to talk to and listens to all you have to say.

I've had several CPA's over the years. I cannot tell you how easy James is work work with. He knows…read morehis job well. He knows what questions to ask, to get the right information. He is also very fast in gettinging the taxes prepared. I do not have to wait till the 11th hour. Thanks James and team.

Very easy to work with. Everyone at this business imparts great customer service. Everyone is…read moretreated as an honored guest or member of the family. They will even answer questions between tax seasons and are very knowledgeable about the tax process, not only for federal but also state tax rules for several other states. I greatly appreciated how Jeanne and Mr. Gruber made the process of compiling my information and having my taxes filed so easy. I highly recommend their services. They are awesome.

The customer service I received at this firm was impeccable. From beginning to end, I was at a loss…read moreof words at how they treat their new clients like family! When I first called, I spoke to Jennifer who was very attentive, friendly, and the sweetest. She directed my phone call to Jeanie. Jeanie asked about my tax situation, and genuinely seemed worried about fixing my issue with the IRS ASAP. I was introduced to Rich my first time visiting the office. Rich was an absolute blast to do my taxes with, he was so determined to get me the highest refund possible. While meeting with Richard, he introduced us to the junior accountant who I found out did most of my tax work ahead of time, Fernanda. She answered all my questions in great detail, she was extremely professional and helpful through the entire appointment. I cant express how grateful I am to find such an exciting and knowledgeable team. My husband started a small business this year and Jimmy contacted us right away to start our yearly planning so we wouldn't run into any surprises for next year's taxes. I overheard them scheduling Zoom meetings, which makes me so happy they are adjusting to each clients situation. They had hand sanitizer and Lysol in the front desk area. I witnessed them spraying Lysol after I got up and wiping down the countertops with Clorox wipes. The office was very modern and gorgeous. The front waiting area was clean and presentable. They also served the best cappuccinos. I will not ever be able to return to H&R Block after an experience like this.

Tremendous Accounting -- The Best, Believe Me!…read more I've worked with a lot of accountants--many of them very, very average. But this firm? Total winners. Absolutely incredible people. Smart, professional, fast--they know the numbers like nobody else. I said, "Can you help me save money, keep things clean, and make sure everything is beautiful?" And guess what? They did it. They delivered. Big league. They found things my last accountants totally missed--very sad! But not these folks. These folks are the real deal. Organized, detailed, and they actually care. I love that. You want confidence at tax time? You want strength in your books? This is the firm. Tremendous results. I'd give them six stars if I could. Maybe seven.

The Torchin CPA staff is highly knowledgeable and they are always eager to help. They can handle…read moreanything you throw at them! Jacob and Matthew personally handles my account and they are awesome!