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Phyllis Jo Kubey, EA, CFP

5.0 (3 reviews)

Services - Phyllis Jo Kubey, EA, CFP

Current year tax preparation and filing

Past year(s) tax preparation and filing

Audit and conflict resolution support

1 More Service

Tax planning

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9 years ago

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11 years ago

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

George Dimov CPA

(312 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.

Absolutely do not hire this firm - as you can see from either 1 star or 5 star reviews - who you…read moreget assigned to makes all the difference. Staff turnover is insanely high and there is no internal coordination. This resulted in our engagement to amend our 2024 review for missing depreciation being completely ignored. We received an amended return that asked us to pay 22k in extra tax because the new accountant thought the return was to "update nyc" to a full year of income and avoid risk even though we had a clear move date. You will never be able to talk to George Dimov - he completely ghosts you after the sale. The accountants also make silly errors constantly you have to bring up and correct. This is on top of the lack of communication, hitting deadlines, etc that I previously complained about to even get the accountants to start working on my file. If you want to babysit someone the entire time and make it 100x harder to do your taxes than doing it yourself - this is the place to waste your money.

Phyllis Jo Kubey, EA, CFP - taxservices - Updated May 2026

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