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    Neil Wolin, CPA

    3.4 (5 reviews)

    Services - Neil Wolin, CPA

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Ask the Community - Neil Wolin, CPA

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    Serenity Wealth Management

    Serenity Wealth Management

    (3 reviews)

    I can't recommend Richard & SerenityWM enough! Richard is an incredibly knowledgeable & helpful…read moreFinancial Advisor. I have been hesitant to work with a fiduciary for years and decided to connect with a CFP to see what the experience would be like. Richard was incredibly patient and walked me through answers to all of my questions and provided such great insight to questions I didn't even know I needed to ask. If you're looking for a patient, helpful, intelligent, & friendly Financial Advisor that will make you feel incredibly comfortable, please reach out to Richard & team.

    I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant…read moreto work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason's financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason's unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd. One of the biggest factors for us is that Jason's expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn't just try to check a box. I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals.

    Law Offices of Michael Raff - Suite 251 Interior

    Law Offices of Michael Raff

    (13 reviews)

    I rarely write reviews. When I do, it's because of truly stellar service…read more My husband and I came to Michael Raff after 3 other accounting firms failed to help us solve a costly error made by the IRS and a previous accountant. The issue had been lingering since 2020 (2019 tax year). We tried numerous CPA firms and tax accountants. A few claimed they could help ultimately at significant cost to us, many told us to "forget about it". Last fall we decided this was a job for a tax attorney. I read reviews from every possible source trying to find a tax attorney with good reviews. Michael Raff's reviews were 100% great. I was suspicious of that many great reviews. I concluded that there were too many and too varied for the feedback to be fake. Not only that, he has a transparent and meticulous process for the way he bills and updates clients. Others before him pledged to keep us informed but only Michael proactively phoned us (and followed up with an e-mail) at the end of every month. The minimal retainer he asked for in order to work on this problem is still not used up. Michael was able to retrieve the money from the original error in LESS THAN SIX MONTHS, where other large, expensive firms had failed us for OVER 5 YEARS. He is still planning to retrieve money from the IRS on our behalf for the error adjacent money. We assumed he was a specialist only and worked as a dedicated tax attorney. Michael also does regualar tax preparation. It did not take much convincing to for us to engage him as our accountant. If you want an acccountant who is knowledgeable, dedicated, and ethical, I think you would be hard pressed to find someone more skilled than Michael Raff.

    I spoke with both Michael and Quin. Quin solved our issue very quickly and both were a real…read morepleasure to work with. They were knowledgeable but most of all kind and understanding dealing with issues that can feel really scary. I would definitely recommend and would work with them again!

    KFN Accounting & Financial - Tax Preparation Service done by professional CPAs.

    KFN Accounting & Financial

    (9 reviews)

    Hired KFN to do my business tax return as well as my personal taxes. Amazing quality, value and…read moreservice. They reviewed prior years returns and found numerous mistakes and/or missed opportunities and amended them resulting in significant money refunded. We use to use one of the big accounting firms, never again! KFN is diligent, very knowledgeable and ask questions that I would have never thought about which helped save significant. overall 10/10! highly recommend!

    I had an intro call that went over two hours, all great next steps but almost overly thorough (in…read morehindsight). But either way, I left the call thinking we'd have some great momentum and he promised to review our past taxes and our 2025 submission. Well, zero follow up. I signed a contract and then ghosted. Then my husband was bothered by this since I had sent him all our private info, so he called Kyle and got the same promises. Nothing again, and we keep trying to get in touch. If he's busy, just say so! But don't request all our very personal, identity documents then fall off the grid. Very very unsettling and more importantly HIGHLY unprofessional. I was looking forward to working with him! But seems like professional maturity and stability is highly lacking, beware. UPDATE FROM KFN RESPONSE: I'm a professional project manager, there is absolutely no way I would miss a meeting I had been adamantly requesting for weeks. It's disappointing how unbelievably inaccurate this response is, to the point I may need to alert Yelp itself. I tried to reach you number of times and I even had my husband reach out since it was an unknown number and maybe you'd answer. Which you did, and ghosted him as well. I wouldn't make this up, lying about it should be a huge red flag for anyone reading this.

    Neil Wolin, CPA - accountants - Updated May 2026

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