When it comes to money, I am completely useless (except for spending it - I excel in that field)…read more So it's no surprise that the simple thought of tax time sends me into a state of mind that makes Britney Spears look sane. Luckily I have David Caplan to take care of business for me. David is extremely knowledgeable about all things fiscal (he's a deductions wizard) and he's honest and reliable. But perhaps my favorite thing about him are the hilarious tax-time letters he sends out - this dude has a wicked sense of humor! His fees are very reasonable and he'll hold your hand if you need him to, which is perfect for a financial idiot like myself. Having him as my accountant for the past 5 years (many of them as a freelancer) almost makes me look forward to April 15. Almost.

I needed an accountant in a pinch and contacted David based on this Yelp review. He got back to me…read moreimmediately. He was clear about his rates. And he helped me sort out my confusedosity. Confusedosity isn't even a word, so you can tell what taxes do to me :) Most accountants don't seem to know what email is, let alone have a pretty decent web site. This guy can solve most of your problems by phone and email.

I've been using Bill as my CPA for a few years now. He's very professional and always easy to get a…read morehold of. I file my personal and business taxes with him and he's incredibly affordable. The biggest thing for me is I ask tax related questions throughout the year and he's never charged me extra to answer questions I might have. He's treats my like a first class client all year round. I know he typically has a wait list, but if you work with Bill you won't be disappointed!

Bill is an amazing accountant and such a nice person! I found him on Yelp and couldn't be happier…read morethat I did. I've been going to HR Block for years and am kicking myself for it. Bill is incredibly knowledgeable, walks you though every step and answers any and all questions. I highly recommend Bill for all of your accounting and tax needs!

Have had Forker & Assoc. do our taxes for many years. They have always given amazing service Very…read moreresponsive to calls and inquires. We always felt like a personal client rather than just a number.

I moved back to Philadelphia and needed help deciphering Philadelphia's web of taxation of small…read morebusinesses. I got immediate expert help from Ed Focker, not only with compliance with the City of Philadelphia, but also with very helpful suggestions about how to reduce my federal taxes. The service was fast and easy to understand. I am very happy I reached out to this company.

I needed a quick consultation for my complex tax situation to understand what was going on. I was…read moreable to quickly schedule a time with Rob and did not wait long for a consult. Rob was extremely friendly and also extremely knowledgeable. He was able to break down complex topics in and way that was simple to understand and provide great advice. At the end of it all, Rob stated that I didn't need to pay for the consultation. If you're looking for a knowledgeable, well prepared tax consultant, Barger Tax & Accounting is a great place to go.

Rob & his team are the best! Very professional & very customer friendly! Have used this business…read morefor years, never disappointed!

While I initialy had positive experiences here, my tax returns over the last two (2022/2023) years…read morecontained significant (and basic) errors, leading to thousands of dollars in back taxes, interest and penalty fees. It's been very disappointing and expensive and I wasn't offered a refund and had to follow up several times to even get it resolved. There's definitely been a change here and my advice if you're looking for peace of mind when completing your taxes, is either to do them yourself or look elsewhere.

After two years of terrific service, the 2023 tax filing season was a very different, and…read moreunpleasant, experience. We returned all of our documents well ahead of their early-March deadline and, after I prodded them for confirmation of receipt, we heard nothing else. Several days before tax deadline, they sent a mass email to all clients suggesting that if we hadn't heard from them yet, they would file an extension. I reached out by email and phone--several times--the weeks before and following April 15, with no response or even confirmation of receipt of my communications. At that point, we had no confirmation that our tax documents were actually in their queue or that an extension had definitely been filed on our behalf. Frankford responded (via email) many days later and, while they acknowledged that this was a difficult year for them, they provided little to no proactive explanation of our taxes, nor did they review any of the returns with us. A week ago, we received a letter from the IRS that our taxes had been filed incorrectly. We understand that accountants make errors, however, despite reaching out to Frankford about the error, we have yet to hear back to understand what happened. It seems their lack of communication is not limited to the weeks around tax filing deadline. We will be looking for another tax professional next year, and would encourage others to approach Frankford with caution.

Mark Zinman has been my Accountant for almost 20 years and he has been there for every step of my…read moreprofessional development. He is always accessible and clarifies situations easily. He stays current on all aspects of tax accounting and is tech savvy. A great communicator who puts you at ease. Recommend highly!

Zinman and Company have been my accounting firm for both business and personal tax needs for 6…read moreyears. I can say that they have absolutely been THE BEST firm with whom I have ever worked. Their knowledge of the Tax code and their consultation on my business tax needs has been without compare. I have had a lot of firms throughout my career, and they are simply the best!! One of the great things about this film is that I can get them on the phone every single time I need them without any waiting or delay. They are VERY responsive. They have saved me time, saved me money, and allowed me to sleep MUCH better at night. By the way, I am neither a relative or an associated business with their own. I am just a very happy and satisfied client who wants to share my good fortune of working with them!

I took my taxes here to have them independently checked after I did them on my own and found out…read morethat I owed the government a decent amount of money. They met with me and walked through my situation. After working with them for several weeks they determined that what I owed was accurate. I paid them but determined that there was no need to go to a CPA for my tax situation, as I verified doing the taxes myself was accurate and not overly difficult. I imagine as taxes get more complicated that needing a CPA may be necessary. There was some period of time where my questions were going unanswered but they eventually got resolved, although slower than I had hoped for. A good local business!

My fiancé and i rented a house in fishtown from Spina for 2 years. We would have continued our…read morelease but we had to relocate for work. Joe Bernstein was our property manager. I've rented in Philly for about 8 years and having him as our property manager was by far the best experience i've had renting. He's very understanding and will work with you in special situations. i would highly recommend Spina and would rent from them in future if we move back to the city.

Previous review was 4 star …read more.. However, after 5years, raised rates over 150% in 2018 and then when asked to supply previously done returns, wanted to charge more than the IRS. Really? He has them on file as required by law and would be a simple action. Definitely would not recommend!

I was looking for an accountant with expertise in filing with the City of Phila as I do some work…read moreas an independent contractor. I found Wally at the Bottom Line to be incredibly helpful, friendly, easy to work with and competitively priced. I have been so happy to have him as my accountant over the past several years. He has also served my family well with advice about financial planning, and I worked with him one on one getting some financial coaching when life circumstances changed suddenly. This too, proved to be helpful, focused and on point. He provides low tech services (bring all your papers in) for my mom, and I appreciate the ability to upload documents to a portal from home. Win-win!