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.

This is my follow up review. I received my refund in little than 2-3 weeks. I want to say thank you…read moreto Sam for his professionalism and kindness. I highly recommend anyone to go to Sam. I got the most in my refund and will revisit next year taxes with Sam. Thank you and see you next year Sam

I was referred to Jeff Chapman by a friend and he just provided a great tax preparation and filing…read moreservice for me. He is a an extremely nice, responsive and respectful professional. He is extremely thoughful. I highly recommend him. His son assisted and thanks to them both for making this tax work process as easy aspossible!

Extremely efficient, knowledgeable & informative. The price is quite reasonable as well. Highly…read morerecommend

Taxes are always done in a timely and professional manner. Very happy with the services I receive…read morefrom Strategic Tax!

Jarrod was very knowledgeable, helpful, a good communicator, and accommodating as far as…read moreappointment times. It was overall, a great experience. My husband and I feel like we are in good hands when it comes to filing our tax returns.

Jeff is extremely reliable, honest and I highly recommend him for personal or business. I've been…read moreusing his tax services for over 20 years.

Jeff has prepared my returns for the last six years. He offers professional services with a…read morepersonal touch that you don't find the large tax return services. Throughout the year Jeff is always available to answer all my tax related questions, that fit my long range financial goals.

I have been using Tony for years with getting my taxes done he is the best at what he does very…read moreknowledge and helpful. His staff is always nice they go above and beyond what needs to be done!

I've been using this firm and Jeff for 20 years ! They are helpful, knowledgeable and great to…read morework with. They are the best !

I've been using Jeff's Weinstein Accounting Business for many years. They do a great, reliable,…read moreefficient job getting my taxes completed. Jeff guides me on what is deductible and calls me with anything that is missing or if he has questions. I highly recommend this business!

Thomas is the best!! He is smart, thorough, patient (we are not very financially savvy so we NEED…read moresomeone like that!!), easy to communicate with, fast/ efficient, and ultimately just a high quality professional. It's clear Thomas knows what he is doing!!! In addition to all of those wonderful qualities, he has always managed to help us get a great tax refund AND he charges an extremely fair price for his services! Thomas is truly the best and we are SO thankful we found him a few years ago!