Mark has been our family accountant for over 30 years now. He is attentive, and caring, and…read morebrightens up my day whenever I see him. He knows exactly what I need.

careful, attentive service, quick turnaround, reasonable pricing. Have used Mark for more than 30…read moreyears

I walked in with an uneasy feeling, especially since I was close to their closing time. I was…read morewondering how this would go since it's my first time having someone file my taxes. They did more than an amazing job and even went above and beyond while I was there. My child was getting grouchy, and the representative was able to calm her down while still attending to my taxes. I love them. I appreciate all their hard work and dedicated values.

i've used them serval times. the experience is truly unmatched. i loved how knowledgeable everyone…read moreis

So so appreciate your wizardry, your ability to make sense of my questionable folder…read more Thank you so much for saving me financial chaos, IRS induced nightmare, $$

I've been with James and his team for over 2 decades -- and for good reason. He's truly the best…read moreCPA out there. James genuinely cares about his clients and takes the chaos out of accounting. He's not only saved me a significant amount of money over the years but also helped get my financials organized and on a path to long-term success. I'm incredibly grateful for his expertise and dedication.

He really is a great accountant. I highly recommend him for any of your needs. He is super nice and…read morehelpful.

I don't write many reviews but this is warranted. As a freelancer in the city, I needed help filing…read moretaxes so I went to Marc. When filing as a freelancer on 1040ES, you're supposed to pay quarterly estimates. Repeatedly over the 3 years I used Marc, he told me as long as I paid ALL of the estimated taxes by the final due date as opposed to quarters, I'd be ok and not be fined. Well I'm sitting here at 3 years since using Marc and now I have received fines from the IRS for 2 of the years I used his services. Luckily I've switched to someone else who told me I should 100% be paying quarterly and no fines so far. And also saving a couple hundred on prep costs. I cannot recommend Marc's tax prep services for this reason. If you're cutting corners on taxes it'll end up costing you in the end. I gave Marc an extra star just because he was a nice and pleasant guy but fines speak louder.

After over 20 years of personal and home office tax accounting, and them reaching out to make an…read moreappointment for this year 5-6 weeks ago, they cancelled with a few hours' notice, after I had uploaded all documents to their secure portal. My last straw with a declining business. This stems back to a dispute from last tax year--they did not review my return carefully, resulting in a careless error in reporting out of state income I documented and a five-month delay in getting my state refund. They were casual and non-communicative about a letter from the state with a deadline for response, to which I had to rush a reply to get a postmark to be in legal compliance. They were indifferent that a significant refund was at stake. In a previous year, a server went down and they lost all returns. Careless. Another year we had to submit additional documentation to the state as they said that their software had a glitch which affected many clients' returns. Bureaucratic and unreliable. Tony used to provide a personal touch. But it's a large bureaucratic operation, he doesn't even give a simply reply like "I'm working on this matter" when he is CC'd on an urgent matter. The receptionist tell you "it was on Tony's calendar for last week," not "Tony has taken care of this." It used to be in person annual appointments, then went to Zoom, and then became by telephone. The amount of time was reduced very year, even as fees outpaced inflation. It's overpriced, and the service and reliability are not at all what they used to be. Tony used to be a nice guy and very professional, but he's only a shadow of what he used to be.

Very unprofessional accountant. My company's payroll is delayed or forgotten about at least once a…read moremonth, when I ask why I get an indifferent response. The service isn't cheap so I'd expect at least a high level of professionalism.

Started off nice, seemed knowledgable about my tax situation. Hired him for multiple parallel…read moreefforts. He emailed sensitive personal financial information to my business' email, exposing private information to the business email, which multiple people had access to. On another issue, he said he would get to one of my tasks by a certain date - he did not. After following up the next week (I thought I was being patient), his secretary informed me that he went on vacation... Fast forward to today, I have some questions regarding the work we did last year, and he's just straight up ignoring me now. Takes a lot for me to write a scathing review, but this is pretty nuts. Trying to help others avoid this.

Bill was recommended to me by a mutual acquaintance who also uses Bill as his accountant. That was…read more30 years ago. Bill is an excellent accountant. He is informed, professional, responsive and up to date on the latest tax laws and regulations. I would not hesitate to recommend Bill to family, friends and business associates.

Scam artist. Takes your money and does not deliver anything in return. Provided all paperwork and…read morerepeatedly commits to getting it done but does not deliver.

Outstanding company! These folks, and David himself are a joy to work with. Thoughtful,…read moreresourceful, and diligent - you know you're getting great work, at an extremely reasonable price point. Mr. Weinstein is patient as well; he taught me more than I could find on short term rentals, AirBnB, and real-estate to help me strengthen my assets, and recoup as much as I could in taxes! If you're curious about this firm, do yourself a favor and give it a chance, you'll be thankful you did. Communication is everything in business, and they get back to you in a timely manner, every time.

Phil is awesome! Honest, reasonable, attentive. Even when I…read morewas late, he accomodated me. I was able to send everything electronically, saving me a trip to the office I highly recommend Katz & Katz

It pains me to have to write this review. Phil was our accountant for almost 8 years, and he always…read moredid a great job. Unfortunately things changed this past year. Phil filed an extension for me in 2018 (as is customary for my family) and promised in writing that he would complete the taxes as soon as he could. I sent him everything, fully expecting that he would file with the IRS and bill me after as usual. I became a little concerned when he never responded to my multiple e-mails at the time, but figured he had everything he needed. Not once did it ever occur to me that he hadn't filed the taxes. Fast-forward to six months later, when the Covid scare began. I never received a government relief check and didn't understand why. After doing some extensive digging, I realized the government did not have a copy of my 2018 taxes. I thought there must have been some mistake. So I called and e-mailed Phil, but never received a response even after saying I was very concerned and needed to know if the taxes had been filed. They hadn't. I also wanted to be sure he had been paid for his work and that the forms hadn't gone to an old address by mistake. Sadly I had to hire a new accountant and am now fighting the IRS over $2,500 in late penalty fees. Had Phil called to say there had been some mistake and that he was sorry, I would have possibly understood. But to never receive any response after 8 years of working together is extremely unprofessional and disturbing.