J Rosen Financial CPA Services has helped me with my taxes for 3 consecutive years. I have had…read morethorough service and even was able to have assistance with having a complicated tax consisting of a 1099 where I was able to save far more money than I would have if I did them independently. This is way appreciated since I'm not super knowledgeable about all the laws and regulations that exist as well. I probably would have paid thousands of dollars extra which made any of the cost of the services well worth it. I am very particular with who I let help me with anything financial and I trust Justin Rosen and his team. I feel that they have my best interest and will work with me to help me choose the best option for me, usually which the option I will have the most return on. I no longer dread the annual tax season because of them and I've had many friends who have also been referred to them as well and have been satisfied.

Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and…read morealways responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgable in his field.

Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my…read moreportfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio to achieve my goals.

I didn't "get" the real difference between an investment person and a financial planner. As a…read moresingle woman I am SO relieved and blessed to have Jorge on my shoulder to look at EVERY aspect of my financial plan and advise me.......AND put me in touch with the right people/ resources to carry out my plan (from insurance people to bankers etc). I wish....REALLY wish I hired him when I was 20! Thank you Jorge for being great at what you do and really caring about your clients.....I LOVE you!

DO NOT use Jeff McAvaddy @ Infinity Tax and Financial planning unless you have an easy file exactly…read morelike everyone else's! He seems like a nice man but he absolutely does the bare minimum when it comes to your appointment. My family tax team growing up would have the files from the prior year at least to refer back to in case there were any differences outside the norm, but not this man. Jeff did my taxes, like everyone else's and calculated that I owed over $1200. Having a disability, and not having found much employment yet, how was this possible?! I figured out after talking to some people that he had filed it wrong, not having bothered to check my files from last year and applying the %10 Penalty. I should not have been charged the 10% penalty but just like last year he had to file an amendment.....NOT MY FAULT! How would he like me to pay that with only a part time job and a Traumatic Brain Injury? After bringing my files in for this year but still presenting the fact that I am being threatened about a lien on my condo, he tells me to call the IRS, and that it is MY responsibility to fix it and call until it's fixed? Instead of apologizing or owning up to it, he asks me "what do I want him to do about it?" I told him that I wanted him to fix it and figure it out being my tax professional. He said that he wasn't going to call "That isn't going to happen!" He proceeds to mock me with a rude under his breath, phhh, and implies that I needed medical documentation if I was fully disabled? I told him that had he had copies of the amendment, I had provided that to him twice now. I have plenty of medical documentation that each time he did this, I have to pull it from several different files, since he never made a copy of it to keep with my file in his office and didn't feel the need to scan and put online either?! I have a TBI/disability and to be treated in such a way and spoken to like I am using the system, how dare him! After paying for a service that I clearly need help with, and to be treated like all I have to do is call the scary IRS and say what?! I don't even have copies of what he did since he did everything online?! That is why I paid him to help me, otherwise I would use a turbo tax like program like he was! So because he didn't refer to last years documents and didn't file properly, I am getting threats to get a lien on my property! I am going to have to take my documents that I have and pray that another tax professional can figure out what he did and how to fix it at this point! Tax deadline is April 15th and I am having to worry about this in April! I will be reporting him as many places as I can, to his board of whatever if he is part of anything and reporting him for misconduct under the disability act. I pray that he NEVER treats anyone like he did me or leaves them hanging with judgment over me ever again. He doesn't know me but he won't forget the way he did me wrong and will hopefully be held accountable in some way so they he never makes anyone else feel as horrible as he did me.

Like the previous reviewer Patricia I have used Jeff for over 10 years and ALWAYS found him…read moreprofessional and efficient and on top of things. While not the most complicated filings I've had earnings from multiple countries, and or multiple states, loss carry forward situations, rental income loses, investment earnings and many other situations which he has always handled appropriately. He also works to project income taxes for the following year to help with quarterly filings. I can feel for Shannon but her review doesn't seem to describe the Jeff I've worked with over these years. He also uses previous years and their internal forms helping outline changes that may impact the filing. Jeff is also available and willing to respond to questions throughout the year for which he has not charged extra, even when I preface my request with an offer to pay if the answer involves much research. My only regret is that I can't post my favorable review elsewhere but my technological skills and frustration with Google requirements eliminate that ability. I will use Jeff again and again.

The best for tax and financial consulting! Adam is extremely intelligent, professional and…read morefriendly. I've been going to Adam for four years now and ten of my friends/family have also followed suit - with same great experience I've had. They're not stingy with financial recommendations, they take their time to get to know you, and don't try to rush you through the door - they take as long as needed. They've earned my trust and I'll definitely be going back.

Carl Schrader is a crooked low budget accountant. Do not trust this place do not go here. I was his…read moreclient for many years. I misplaced my 2021 tax return he has refused to give it to me unless I pay him $150 IN CASH AND SAID THE ATM IS DOWNSTAIRS for him to EMAIL me a copy. He also went months and months and months with zero communication while he had all my documents that were needed to file my tax return and held them while not responding to phone calls or emails and because of him I was late on filing my taxes In previous years, his office is a complete disaster and a mess and other people's/clients very personal information is PUBLICLY exposed to clients that are sitting at his desk. You can blatantly see other people's Social Security numbers. If you if you've had identity theft, I wouldn't be surprised if it came out of this office! Please beware of this accountant!!

Carl is extremely responsive and respectful and very good at what he does. I highly recommend his…read morework and his office for all your accounting needs.

Horrible service. Unresponsive…read more There was one thing he was fast at and did consistently. He sent us bills for our work often. Even work that wasn't complete.

Ken is a very professional accountant. I have been a client of his for 3 years and he has taken a…read morelot of weight off of my shoulders.

Kate O'Connor will help roll over your 401ks. I had 4, it was not as easy as I expected, and Kate…read morehelped me every step of the way. She makes investing easy to understand. It has been an area that I steered away from not knowing who to trust. Kate is really great, and I trust her experience and guidance.

Over the years that I have trusted O'Connor Portfolio Management and their team with my financial…read moreneeds, I have reduced my debt by half.They are honest, ethical, hard-working, and cares for his client's well-being.