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    Morgan Stanley

    3.0 (2 reviews)

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    George Dimov CPA - George Dimov, C.P.A.

    George Dimov CPA

    (309 reviews)

    Midtown East

    Great experience with filing my tax returns. Been going to the firm for a few years now and it's…read morealways been a good experience. My return isn't super straightforward, there are kids, houses, investments (domestic and international), + a few other random things and it's been such a straightforward process. Answer a survey. Provide the documentation. Everything is handled. The team is also very responsive and willing to hop on calls if I need to talk through anything. Will definitely continue to go to them for my accounting needs, including any things beyond my tax returns that might pop up. Pricing is incredibly fair and honestly a great value at the price point.

    I've been a client of Dimov Tax for nearly 10 years, but my recent experience has been extremely…read moredisappointing. During the past five years, I've noticed a clear shift in how the firm operates--communication has declined, staff turnover has increased, and overall service quality has dropped. After paying nearly $1,800 upfront for my 2025 business and personal tax returns, I experienced over a month of delays with little to no clear communication. Despite multiple follow-ups, I was repeatedly asked for information I had already provided, which showed a lack of internal coordination. On top of that, I was asked to sign an engagement letter late in the process, which was not properly delivered or explained. As a client of nearly 10 years, it made no sense to receive a generic engagement letter outlining services I've long been familiar with. There also appears to be a high turnover of staff. I was reassigned multiple times, and each new person seemed unfamiliar with my account, leading to redundant questions and confusion about my LLC structure. It felt like I had to restart the process repeatedly. It's also extremely difficult to get George Dimov on the phone, and emails often go unanswered. At this point, he comes across as an absentee owner, with much of the work seemingly outsourced to staff abroad who are not aligned or familiar with long-term clients. For a firm handling time-sensitive financial matters, that level of disconnect is frustrating. Even more concerning, there was a separate incident involving a former employee, Bob Liu, who went rogue and took client information, including mine. He processed one of my tax returns independently, and to this day I have never received a copy of that return. I had to notify George myself, as he was not aware of the situation. This directly impacted me by delaying a construction loan process I was pursuing with a bank. Most recently, after having over three months to prepare my returns, the firm still filed my tax return incorrectly. That was the final straw for me, and I ultimately decided to terminate my relationship with them. I also ended my payroll services with them. Despite paying $100 per month automatically for 38 months, they claimed I owed an "outstanding balance of $5,700 for 38 months of services." This was completely false, as I have proof of every payment. This situation highlights the disorganization of the firm and the constant turnover of staff who clearly are not aligned or aware of long-term client accounts. Overall, I can no longer recommend this firm, especially for clients with multiple entities or complex tax situations. P.S. The reviews here feel misleading. I've noticed that the owner is quick to respond publicly to reviews, yet does not follow up with his actual clients. If you're considering working with this firm, feel free to reach out to me--I'd be happy to discuss my experience further and share supporting documentation. As a result of the delays and mishandling of my account, I was also charged a late-filing penalty by the IRS.

    Brooklyn Plans

    Brooklyn Plans

    (14 reviews)

    DUMBO, Downtown Brooklyn

    I don't even know where to begin I LOVE Brooklyn Plans!! Kristen is amazing. The office space is…read moreamazing. When I came to Brooklyn Plans I was looking for financial advise to help set me on the road to successfully paying off my upcoming grad school loans. Kristen helped me figure out what the best repayment options are and she helped me devise a financial strategy for saving, 401k, home ownership and vacations. It was one of the best decisions I've ever made and worth every penny. As a millennial I know how easy it is to believe that you will be swimming in debt forever. Working with Brooklyn Plans helped me realize nothing could be further from the truth and with sound financial advise and discipline debt freedom and wealth building are possible.

    Brooklyn Plans is the best! I have worked with Kristen for a couple years now and really appreciate…read moreher approach to help people feel more confident about their finances. This is a relationship based business that doesn't just talk numbers, but speaks to the big picture of your life - what do you care about and what kind of life are you trying to create by getting your finances working for you toward your goals. I've taken her financial vision boarding, budgeting for beginners and investing for beginners class and have always walked away feeling less alone in the process and better equipped to really own my finances. The financial plans they create involve setting up a system so that you don't have to worry on a regular basis, since you know that system is working for you while you go about your life. Cannot recommend Brooklyn Plans enough!

    Morgan Stanley - financialservices - Updated May 2026

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