John is very professional, honest and informative. I've worked with him for several years and…read moreappreciated his willingness to teach me things he has learned throughout his career. His pleasant personality is a definite plus.

Can only address personal tax help, not business. In my opinion this is a 5 star guy. Easy to talk…read moreto and understand. Went the extra mile and set up a schedule and printed forms for estimated quarterly tax for 2026, a real time saver.

I rarely give out a five-star review so let me show you why…read more First, the receptionist is so nice and a very kind person telling you where the business is on the phone the day before the appoitment. You can miss the place so it was very helpful. Next, you have plenty of parking and when you walk into the place is nice and modern. I have to say Mr. Montalvo is probably one of the nicest human beings I have met. He has a dog that roams the office (really cute btw) and is very upfront and honest. He treated my wife and me very well and not just because of he got a fee but that's who is he as a person. Very happy with the service and I don't comment on Yelp a lot but I make acceptions. He is the real deal and really gave us great customer service. A+, and I are glad I got my taxes on time as well!

Peter has been my accountant for many years and I know that I can contact him at any time of the…read moreyear and he will get right back to me, and assist me. I travel from Flushing to see him for my taxes each year and it is well worth it. He is also a wonderful, kind, friendly person!

What can I say, I can't get enough of myself ! All kidding…read moreaside, we provide top notch tax prep and advice at a great price. We follow up for clients when the IRS or the state sends a Notice. There are no tricky insurance plans that you pay for to get some places to stand behind their work.

I hate having to write this, but after jumping through hoops with this company I have no other…read morechoice. My husband went to Herbert to file our taxes and it has been a nightmare. We filed almost 2 months ago and still haven't received our taxes and there is no record that they were even filed. Every time we call they told us they fixed it, yet they haven't. It has just been excuse after excuse- "we didn't sign our forms" (we definitely did), "we didn't pay them" (we definitely did!), "it was too early to file", the owner is "too busy" to talk to us, our tax accountant is never working or is also "busy". Save your time and money and go elsewhere.

It's certainly not an easy task choosing an CPA to prepare your taxes. I am pleased to have Ed Helm…read moreprepare my taxes. He's not your typical accountant, Ed is very personable, responsive, knowledgeable and always available for you. Any time I might have any extra question during the year he gets right back with me. If he doesn't know the exact answer, he goes the extra mile and does his research and finds you the correct answer. Therefore, I recommend him, not to mention he's an all-around nice/kind man.

Ed has been a lifesaver for us! Ed has been doing both our personal and business taxes since 2018…read more He helped us open our business and has continued assisting us in our daily needs as well as quarterly and annual tax needs. He has guided us throughout everything since we opened our business. Needless to say, we would be lost without him. He is a pleasure to deal with both personally and professionally.

Thank you so much for taking care of our taxes! This year was a bit tricky since we currently…read morereside outside of NYC but Patrick O'Neill and his team did a wonderful job in tending to our tax return. A pleasant experience from start to finish and professional. I highly recommend using his services, will ease and offshore your stress. Well worth the money to have a professional take a look into it regardless of your income level. Thank you again! Please let me know when you are in Tokyo! Best, Erick

From the owner: Clients Love Pat! All 5 Star Google Reviews…read more Flat Fee Includes State/Joint Returns and Schedules. Small Business Tax Expert. Massapequa hours 9AM-8PM 7 days by appointment.

They have been handling my corporate taxes for the last 15 years. Best team in town.read more

He really deserves a 0. He is not fit to do taxes. he never mailed my taxes in, in 2022. I got a…read more penalty for over two thousand dollars. He blamed it on his partner we never knew he had. We contacted his partner and she told us they fired him and he took things he shouldn't have. He is a liar, a thief, and most of all cant be trusted.

I have known William for several years. He is always professional and knowledgeable. I have…read moreinvited William to speak at a New York Agri-Women event in Long Island and his presentation was well received. I have recommend clients to him in the food and agriculture industry and trust him with their businesses. I have also connected him to other professional contacts, including lawyers, who have a great working relationship with William. I recommend him without hesitation.

I found William online and honestly he is a straight up guy to the point and great person. I would…read morerecommend him for all your tax needs.

Jimmy was professional, friendly, communicative and prompt. He also worked with me to make sure I…read morewas a happy customer. Would definitely recommend.

In April 2024, the NYS Department of Taxation sent a request for documentation regarding the Right…read moreof Return Credit. I provided this to you, yet you failed to respond. As a result, in July 2024 NYS disallowed the credit and placed me in collections. I have since met with you five times in your Jefferson Valley office. Each time you acknowledged the issue, but no corrective action was taken. Because of this, I now owe $490 in tax, penalties, and interest--a liability created solely by your inaction. R&G Brenner's own RGB Shield Accuracy Protection Guarantee states: "If you ever receive a letter from a taxing authority disputing a tax position, we'll help you rectify it. And if you are charged any penalties or interest as a result of an error we made, you're covered up to $2,000." My situation clearly falls within this guarantee: * I hired R&G Brenner for a paid, current-year return. * Your error caused the liability. * The amount owed ($490) is well under the $2,000 coverage. I am demanding that R&G Brenner immediately: 1. Assume responsibility for the $490 liability. 2. Submit a corrected filing to NYS to resolve the matter. 3. Provide written confirmation within 10 business days. If this is not resolved, I will escalate to the NYS Attorney General, Division of Consumer Protection, IRS Office of Professional Responsibility, and Westchester County Consumer Protection, and I am prepared to pursue civil action. This is how a simple transaction has been addressed.

I had made an appointment for both my brother and myself with the H&R Block Office in the…read moreMassapequa Westfield Mall Office a week in advance for a 3/13/20 at 1pm I was suppose to see a preparer named Don. I've been going to this place for the past few years but never again! I walked in at 12:45 and the office was empty and told them my brother and I were there and was told someone will be with you in a moment. Just then a couple walked in and said to the same person that their appointment was for 2pm right in front of me but wanted to change it for an earlier time since their there now. She went to check and came back out after checking and escorted them to Don which was my scheduled 1:pm preparer. Then she went back and told him I was waiting when I questioned her about this and he had the wrong customer at his desk. His reply was well that I didn't have a 1pm appointment and I can take the 2pm slot like I was lying! At hearing him say that I said out loud Check your schedule I have the 1:pm slot! Another preparer came out and asked if it would be alright for her to do my taxes, sure why not. Right! WRONG! As we sat at her desk and was getting my tax statements ready she starts answering the phone asking me to wait. Now can H&R explain to me how a tax preparer is suppose to concentrate on my taxes and answer the phones at the same time? I was more then alittle annoyed by now and told her forget it I'll make another appointment. Then sat and waited for my brothers taxes to be finished to drive him home. She came back three times and asked if I was sure. First time I told her I'll make another appointment, second time I told her now I'm going to find another tax office H&R isn't the only tax preparering office because I already said I was going to make another appointment, third time she came out and asked me I told her look I told you twice already now get away from me and drop it. Now I can hear Don asking the couple which Don slid into my scheduled slot if they can wait and let him do mine first, mind you he was already half into their taxes. Can H&R Block explain to me how is a preparer going to stop doing someone's taxes when he's already 15/20 minutes into doing them and do mine! I said out loud forget it I'm going to make an appointment with another company! They had me so annoyed by now that I called H&R Block's customer care dept right there and explained what happened and they took a report and gave me a case number. When my brothers taxes were done he came out and told me the woman who was doing his taxes was listening the whole time and kept telling him that Don and the other woman were wrong and from the beginning Don should have corrected himself and have done my taxes first since the couples original appointment was for 2pm and mine was for 1pm. So it was like taking a walk-in over a scheduled appointment. This is the worst H&R Block Office when it comes to customers and how their treated! In my opinion the tax preparers in this particular office are not professional at all and I will check back with H&R Block in a week with my case number to see how this matter was handled if I don't hear back from them as they promised.

I am so glad I found John. I had to take care of my tax for the previous year urgently, so I…read morecontacted John and he responded right away. He prepared and filed my tax in very timely manner. I signed the documents electronically which was so easy. He is very professional and pleasant to work with! He is a good communicator too. This is very important for me. He is the best accountant ever! I already gave his information to my friends. I definitely recommend him. FYI - You can check many great reviews on him on Thumbtack and Google.