Went to the firm to get my taxes done for 2018. I did not have a chance to sit down with Mr…read more Paneque himself since he was not taking any more appointments this season. I submitted my W-2 as well as my 1099 and wrote all of the expenses I wanted to get written off on a piece of paper which was attached to my documents. While I was pleased that everything was done in a timely matter, I was quite dissatisfied with the fact that the deductions I wanted applied were not. The firm stated that everything I asked to get written off was included in the return. I had to come back twice on the top of my original visit with each time finding out not everything was written off. If I didn't check, the firms negligence would have cost me an additional ~$5,000 in federal and state taxes. I was not offered any discounts on the tax preparation costs nor did I even receive an apology for making multiple mistakes and making me come back multiple times. I had a terrible experience and will be taking my business elsewhere next year.

Do not go to this office. Jorge Paneque is unprofessional and opportunistic. Save your money and go…read moresomewhere else. This is my first time writing a review because it is unacceptable how he treats his clients.

So so appreciate your wizardry, your ability to make sense of my questionable folder…read more Thank you so much for saving me financial chaos, IRS induced nightmare, $$

I've been with James and his team for over 2 decades -- and for good reason. He's truly the best…read moreCPA out there. James genuinely cares about his clients and takes the chaos out of accounting. He's not only saved me a significant amount of money over the years but also helped get my financials organized and on a path to long-term success. I'm incredibly grateful for his expertise and dedication.

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.

After over 20 years of personal and home office tax accounting, and them reaching out to make an…read moreappointment for this year 5-6 weeks ago, they cancelled with a few hours' notice, after I had uploaded all documents to their secure portal. My last straw with a declining business. This stems back to a dispute from last tax year--they did not review my return carefully, resulting in a careless error in reporting out of state income I documented and a five-month delay in getting my state refund. They were casual and non-communicative about a letter from the state with a deadline for response, to which I had to rush a reply to get a postmark to be in legal compliance. They were indifferent that a significant refund was at stake. In a previous year, a server went down and they lost all returns. Careless. Another year we had to submit additional documentation to the state as they said that their software had a glitch which affected many clients' returns. Bureaucratic and unreliable. Tony used to provide a personal touch. But it's a large bureaucratic operation, he doesn't even give a simply reply like "I'm working on this matter" when he is CC'd on an urgent matter. The receptionist tell you "it was on Tony's calendar for last week," not "Tony has taken care of this." It used to be in person annual appointments, then went to Zoom, and then became by telephone. The amount of time was reduced very year, even as fees outpaced inflation. It's overpriced, and the service and reliability are not at all what they used to be. Tony used to be a nice guy and very professional, but he's only a shadow of what he used to be.

Very unprofessional accountant. My company's payroll is delayed or forgotten about at least once a…read moremonth, when I ask why I get an indifferent response. The service isn't cheap so I'd expect at least a high level of professionalism.

I had been using DelValle for many, many years. This is the best accounting firm ever, I am so…read moreblessed to have this great team on my side. I can not even say about all the ways they had helped me to run a business. After paying the IRS a $500.00 fine for me sending a form late, I decided to take some responsibilities off my shoulders and let the accountant do as much as they can for me in the numbers and form department, they do taxes, and many more accounting services. I can call them at any time for questions or for paperwork and they always respond and help me run things. Personal or business tax issues anything you name it, they have the years of experience to do it all.

Communication is a bit painful and they live a bit in the dark ages (have to be coaxed into *gasp*…read morefiling electronically) but they do a decent job and fees are reasonable. However, the line between Del Valle CPA and Del Mar Management Co is not clear. If you can, deal only with Del Valle and avoid the tangled web/quicksand of Del Mar.

Disclaimer: I was recommended to utilize David Zhang's expertise by a family friend of David. This…read morereview is not on the employee (who was pleasant) but it is on David. I first went to consult David back in March 2022 and he was great. He answered all my tax questions and I was in and out of the office in no time. I thought to myself, great, I just found an amazing accountant in my neighborhood. During that time, I explained to David about my situation and he responded to come back to me when tax season is over and all he has to do is to file a 1040x (to amend my tax return - 1040). (Side note: The issue that I had was that I initially e-filed my taxes. The federal rejected it but the state accepted it. Which is why I went to seek professional services in resolving the problem). So on December 12, 2022 at 1:30pm I went to see David and his office was busy. I told David I did not have an appointment and I asked, "should I make an appointment"? He decided to hear me out at first but then he passed my case to one of his employees. The employee explained to me that since I did not file my taxes 2020 taxes with them, there is nothing that they can do and I would have to come back during tax season. I tried to explain to them what David told me back in April (to come back after tax season) and David told his employee in Chinese "just ignore him, he is too annoying". Yup, just because someone doesn't speak the language, doesn't mean the person does not understand. The funny thing is that, just over the weekend, the same family friend asked me how was my experience with David because she wanted to file her taxes with him for the upcoming year. I raved about how great he was the first time around but after this experience, it got me to think: if a family friend doesn't even use your service in the first place, it is extremely telling of your professional demeanor or the lack thereof. This review will probably not affect the business but if you are looking for a tax accountant in Elmhurst, stay far away from this place.

This guy talks barely any English. I called for very simple tax work where most of the work was…read moredone & it would only take 10mins to complete which he wanted $150 for & when I said it was too much can he offer me a better price he told me go find someone else then & hung up on my face. So here is your very well deserved rating! Very unprofessional service where you are not valued as a customer....I will recommend to take your business where you are valued as a customer & not rudely hung up on!