I was in the market to look for a new firm. The initial consultation was great, I spoke with Kim…read moreand she answered all of the questions that I had. Throughout the entire process of being onboarding and completing my Tax Documents, it was seamless. The person assigned to handle my taxes (Grace) reached out to me if they had any questions before proceeding. She even explained additional things that my previous CPA did not even advise. This team is very knowledgeable and helps make sure everything is done correct. Even the pricing was thoroughly explained and honestly it was money well spent. As a small business owner, I appreciate the teams transparency and attention to detail. I am looking forward to continuing my partnership with this firm. I highly recommend this team.

After losing my father, I was completely lost with my finances. Peter and Kim from Peter Burgos CPA…read morewent above and beyond to help me through it with genuine kindness and patience. As a first responder with a crazy schedule, they always worked around me, and that meant a lot. I shopped around before finding them, and no one came close. Truly grateful for their compassion and professionalism -- they treated me like family.

Have done a great job. We have used them since 2021. Then we moved from Dripping Springs (outside…read moreAustin) to North of The Woodlands, Tx and still use them. Everything is done remotely so very easy.

My experience with David Ismoil in particular has been outstanding. During what was a difficult and…read morecomplex tax filing season, David was not only highly competent, but patient and kind throughout the process, making himself available whereas others could have easily dismissed or ignored. David's assistant as well as George himself are also great to work with. Thank you team for your help. Means more than you know.

Excellent accountant. Paul is a wonderful professional that will answer all inquiries and handles…read moreour taxes in a timely manner and at a very reasonable price. We are extremely grateful for his services for over a decade and a half.

Paul has completed my my tax return for myself, wife and business for the last 5 tax years…read more He has guided me through the process of opening a business, closing a business, marriage, work income and home purchases. Most recently he has been a tremendous source of support as I navigate difficult Covid related situations. Paul is honest, sensible, thoughtful and beyond knowledgeable. I strongly recommend his services.

Excellent I trust them completely to Prepare my tax…read morereturn accurately Do not hesitate to use this company

Efficient, kind and helpful,as I was very anxious due to complicated (to me)…read moreSituation. Chris reassured me, and my return was completed in a very timely way.

This is my fifth year working with Liebert and Associates and, as always, they are so wonderful!…read moreVenise Maybank is amazingly supportive, I always get nervous around tax season, but she was incredibly comforting and professional. She is always super responsive, incredibly informative, and even pointed out things my spouse and I didn't notice with our Roth IRA! Thank you so much, Venise! Much gratitude to Brian Liebert as well, over the years, Brian has been a great support as well. He has given me so much good guidance on how to manage my finances better and I'm in a much better place thanks to him. He has a wealth of wisdom and a kind heart. Thank you Brian, and looking forward to many more years with your team!

I was rejected by the Company on the basis that the Company does not handle audited tax years…read moreprepared by others. That was NOT the purpose of my outreach. I have several years of unprepared returns and am also looking for preparation of my 2025 return. It appeared that this message was sent to me by someone in office administration, not any actual preparer. Understanding my purpose in contacting this company is essential and was completely misconstrued. I would like to hear back from a principal of the business to confirm one way or the other of the Company's ability to work with me.

Upon a recommendation from a reliable friend to use Melissa at FPM, to summarize I ended-up being…read morevery pleased with her financial + preparation services. She listened intently and patiently to my questions, being so clearly helpful and knowledgeable throughout the process, making it less stressful and easier to navigate. I would most definitely use her again.

Melissa is amazing! Highly recommend. Service is great, always very helpful gets me a good refund…read moreevery year! Knows her sh1t!

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Very good and fast. Excellent with communication! Very professional and attentive. I highly…read morerecommend Ravi.

Ravi is experienced and thorough. I had a good experience with him. I would recommend him highly.read more

I'm so happy Moshe answered my message here on Yelp! My wife and I recently moved to NJ from…read moreChicago and things got out of hand and we put off doing our taxes way too far. When attempting to do it ourselves, it said we would owe tens of thousands of dollars. Moshe took us on literally in the last minute and did it for us and easing our tax payments by making sure everything is done correctly and educating us on our finances and expenses. Thank you, Moshe for working with us and doing it so quickly.

I was a client for Moshe Wolcowtiz for the past three (3) years and was surprised by his lack of…read moreurgency and/or initiative by directly addressing our audit that originated from his suggestion for an amended return with the state tax department. Moshe having his colleague (regardless of her aptitudes) to serve as an intermediary between the State, myself and Moshe himself is counterproductive. In fact, the former could easily lend itself (albeit unintentional) to unnecessary back and forth at my detriment (time lost, misinterpretation, billing for frequency of services, etc). And for the record, I have no problem paying for one's services as I respect everyone's trade but you'd think in light of an audit that should be easily addressed by my accountant, he would take the initiative to do so instead of referring me to another staff member. For example, Moshe took my calls but after I would be the one to keep following-up until he picked-up and that time, he would lead me to believe on multiple occasions that WE together would speak with the state tax department and/revisit my paperwork together to ensure we have an action plan that would counter the state's disposition but instead I'm met with, call this number or his colleague will call me back. Last Friday-January 3, 2020 took the cake after again I had to call Moshe after repeated attempts. I even tried to be understanding of it despite my reservations and he reassured me that we would speak that Monday, January 6 given my audit was due. When I called on Monday repeated times even after leaving a voice message, I was finally met with, call his colleague and "I'm sorry Marc, I can't right now and have to go!" Try being on the other end of that receiving message but I am also a social advocate for the voiceless, so I did not step out of my positive character. True quality customer, patient or client service would have warranted a call from Moshe and not pass the buck given the implications of an audit that was now growing unfairly at my detriment. Basically, he had more pressing matters to attend to and it was obvious. After I share the nature of my discussion with Moshe's colleague, he sends me an invoice, stating for all the back and forth. At this point I felt it was best to sever ties in which he has agreed for the best interest of all parties. Meanwhile, I'm left to find a new CPA and address an audit that was due to his facilitation, so thanks Moshe for your service and hence my rating. Respectfully Submitted, Marc

I had heard about Michelle and her reasonable rates. I got on the phone with her thinking I was…read moreready to hire her and what ended up happening was her not listening to a single thing I had to say. When I did have a chance to get a word or two in she would just yell how I was trying to pile work on her plate and not giving her a realistic picture of my taxes. I tried to tell her that I called to clearly explain my situation and she just kept jumping to conclusions and stopping me from getting a word in. Mind you, I called in the beginning of the year, not during crunch time April. Needless to say, cheap rates or not, I did NOT hire her. Super rude, incredibly unprofessional. You're honestly better off going with HR Block or Turbo Tax than this lady.

I've been getting my taxes done by Michelle since 2015 and she does a fantastic job. After I…read moreswitched to Michelle, my refunds have been significantly higher as she has been able to figure out deductions that the previous tax software was not considering. Additionally, she provides advice on how to improve my tax situation, and has helped me with fixing earlier tax issues that I had. I frequently go to Michelle for any tax-related questions and she goes above and beyond with helping me. Lastly, her rates are better than the other CPAs that I have considered.