1. New Clients Inc

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Mullica Hill, NJ

New Clients Inc

1.0 (1 review)

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8 years ago

Any company that targets older people is not to be trusted. Ripoff . . . stay as far away as possible.

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Joan W Halter CPA - Beware of Bruce Clark, please do your due diligence!

Joan W Halter CPA

(6 reviews)

I enlisted Ms. Halter's services because I knew virtually nothing about the financial aspect(s) of…read moreowning an LLC. I basically told her that I need serious guidance when it comes to taxes, payroll, employee vs contractor status, bank accounts, deductions, etc. I was extremely pleased with her responses to all of my questions - especially the manner in which she treated me. I was never made to feel like I had too many questions and I never felt stupid or silly for not knowing more. In addition to being extremely knowledgeable, I found Joan to be friendly and overall very likable. I will have no qualms about referring friends, family and clients to Joan for any and all financial matters.

I agreed to pay a 200 dollar consultation fee. In our meeting not much was discussed, except Joan…read moredid have some basic/general accounting Information she was happy to share. Joan seems like a very nice person, and has accounting skills from what I could deduce... My one star is for the process she has in place to do your taxes. It seems she offloads MOST of the work on her clients to gather, organize and document all accounting paperwork. I was tasked to compile a lot of information to make "Joan's" job easier. My previous accountant did all this for me as well as asked the"right" questions, Joan did not. Also,as my I understanding, I was going to drop off all my paperwork, I compiled and aggregated, and pick up at a later date with little to no face time with Joan. My previous accountant did all my tax paperwork with me in an hour meeting and asked all the right questions. I just didn't trust Joan to be as detailed, with all the offloading of compiling to me, and stayed with my previous accountant. I felt the 200 dollar consultation fee was excessive, however if she does your taxes, it's credited towards your fee.. Still seems a money grab, IMO. To me...

New Clients Inc - marketing - Updated October 2026

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