I was charged and unhappily paid $500 for a personal financial tax strategies savings plan for my…read moresubstantial estate: 401K, stocks dividends, retirement income, future RMD's, and a paid for home. After waiting weeks for "Elizabeth" to get back to me after imputing my personal financial information, I was very disappointed and unimpressed. The plan involved a telephone call only, no written report (nor anything written), and I did not learn a thing. She did not inform me of NJ domestic partnerships or other tax-savings strategies for my future RMD's. I learned more from the WSJ. At the time, I asked what this firm charged for an uncomplicated tax return which for me involved cd bank interest and stock dividends, pension, social security, property taxes paid on my house. The charge quote then was $800 for a simple return. My CPA then and now charge less than half that amount. My boyfriend lived next door to this company. As we sold his home I can now be honest about my personal unimpressive experience.

I hate numbers, math and taxes…read more Fortunately I found this firm to handle the things I despise. Jay is super professional, and knows the ins and outs of the ridiculously long and complicated tax codes our government fleeces us with. Worth every penny for the dollars he'll save you.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I am so thankful ! They save us so much money and time ! They did everything and resolve our issues…read morefrom 2001-2005 ... IRS froze our accounts and we get all money back , because of them ! Was not easy case but , they did it !! Thank you to Erin for her patience with me and the whole team !!!

The team at Vazquez & Associates have been amazing to work with. I had a situation where I was…read moretrying to figure out the estate tax situation where the estate hadn't filed for its taxes for the past 6 years. Louie and his team took on my job with knowledge, professionalism , and clear communications. Willing to take the time to answer my many questions and address any of my concerns with concise explanations. As new aspects of the estate became clear, they quickly addressed the discovery and even took the time to validate the information. The estate itself was a headache, but between Louie, Erin, Priscilla, Martha, and Tania, they gave me the trust and confidence that at least the estate taxes were being done to the best of our abilities.

My mom's cleaning company needed some accounting done for them. They've been doing things very…read moremanually and old school and Flex Tax was recommended by two of my friends who also own small businesses. We used the part time CFO service and was able to get all the manual work off me and my mom's plate. It helped us both a lot and I'm glad we went with their service.

I am glad I switched to Flex Tax for my tax return this year…read more Yes, I got a nice, handsome refund. I was looking for a new accountant because my old accountant reported duplicated capital gains from 1099B and K-1 from the year prior and I got married, so I am filing married jointly. Will and his team are knowledgeable about the tax code and reviewed the documents with me before submitting my return. The most convenient thing is that they have an online portal for uploading documents, so I did not have to print pages and pages of 1099s, K-1s, W-2s. Highly recommend Flex Tax to anyone whose tax return is more complicated than a W-2 and wants to build a long term relationship with a reliable and professional team.

Love their service! Been going there for years! Luis is a great accountant. Recommend him to anyoneread more

This firm has handled our personal taxes and corporate taxes for many years. Even though our office…read morehas closed we will continue working with them. They are reliable and responsible!

What a terrible and unprofessional experience I had with accountant Bill Katchen. I was looking for…read morean accountant to help me with my 2025 tax return. Beware, in all my years, I just assumed a CPA would do the right thing and treat me with respect. What I got was a person who did not tell me what his fee was, and he refused to answer my endless calls and e-mails. I should have known when I saw the mountain of papers stacked in Mr Katchen's office that his business was a mess. A few day after I provided Katchen with my paperwork, he let me know that he had filed an extension with the IRS without asking me first? He then refused to process my tax return until he had my check and waited for it to clear? Wow? So, I went to the post office and right away mailed my check to Katchen with registered mail, signature required. I did not care about the $11, but that still did not get Katchen to process my tax return. Finally, for 2 weeks, I have called and e-mailed Katchen asking him to send me the electronic returns, but again, he has refused. I am filing this complaint to be sure that my negative, unprofessional experience with Katchen is on the record.

I'm tremendously grateful for the knowledge and service provided by Michael Goldfine and his…read morefinancial team, including Shivender Sofat and Brice Daszewski. My family's business received two PPP loans and then faced an unexpectedly curvy path to reach forgiveness for those loans. Thankfully, Michael, Shiv, and Brice knew precisely how to navigate the forgiveness maze and walked us through the process every step of the way. Today we received full forgiveness for our second loan -- which never would have happened without their guidance. If you or your company needs consultation or accounting services, Goldfine and his team are definitely the pros to turn to.

Called to inquire about my personal return. Was told upfront that their rates begin at $875, and…read morewhen I asked why considering the relative simplicity of my return, they said 'We are upscale. We aren't H&R Block'. Which is funny! But also ... their arrogance lost them a customer. Not to mention that $875 is really hefty. Possibly they're worth the cost for more complicated matters, but I would skip them if you are looking for a down-to-earth partner.

Choi was happy to answer all my questions and took time to put together my taxes in order for me. I…read moream happy with the service he provides.