Tom at Heritage gave me his total attention. I had advice that was traditional from my previous…read moreaccountant of 30 years and I needed some forward thinking. I needed to put my Christian values at the center of my accounting and show my ex-partner the love and caring that I still had despite our split. My former accountant didn't see the big picture and Tom's team helped me find the right balance between "looking out for me" and being kind to a former partner who had given me good memories and who was not seeing the full picture. Thanks to Tom and his team, I can sleep at night.

Not only do I recommend, I have recommended Heritage for many years now. They are long-time…read moreprofessionals and knowledgeable in all aspects of accounting and tax. (you might get a valuable counseling too while you're there). Deep wealth of knowledge and roots in the community. Yes, I would recommend, and know that the referred was well served.

Stefano CPA is outstanding! He handled my 2024 personal and business tax returns flawlessly,…read moremaximizing my deductions and making the process stress-free. Highly recommend his expertise

I wish there was a 6 star rating! Or even a 10 star rating!!!…read more Mr. Kaplan is by far the most engaging, knowledgable and professional tax professional I have ever had the pleasure of meeting. He took us and our business into a different dimension with his supreme knowledge of tax code and best business practices. We were really ready to just give up on having our own business until we met this gentleman who pulled us out of the depths of bad tax preparation and IRS disillusionment. Would I recommend him? IN A HEARTBEAT. He takes his time to explain everything to you, not rushing you out of the door, he does not have a "conveyer belt" of clients coming through his door like others we have dealt with and gives you his full attention while addressing all concerns. Please contact him if you want real advice and real help. You will not be disappointed!

Priority seems to be what is best for Kaplan not his clients. I asked about solar credit for a…read moresecondary house he did not know the correct answer and just guessed and when I corrected him he refused to admit he was wrong. He requests to be paid monthly in advance so if you decide not to use his services he will ghost you if you request a refund !

Friendly, Fast & Fabulous!!!…read more Ever since one of the top two, well-known, tax preparer companies totally messed up my income tax return many years ago, I've resisted entrusting anyone to complete this annual obligation for me. But with an ever-expanding to-do list and a great fear of missing another filing deadline, I sent up a last minute plea for help and like Batman, Craig came to my rescue! The other Yelp reviews were right. Craig was so helpful. He didn't berate me for getting caught in the filing deadline crunch, but instead he put me at ease and quickly outlined an action plan. Thanks again Craig for your professionalism, clear communications and hard work. Looking forward to using your services again next tax season, only earlier--I promise!

Found this company on Yelp. Read the all the amazing reviews and after doing business with them,…read moreit's all true. Would definitely recommend! They are very welcoming and professional, with expert CPA staff. When you call, ask for Craig, he was extremely helpful and knowledgeable on all things tax and finance related.

Great accounting services. They treat you like family and take their time to make sure they do…read moreeverything right. They're professionals.Most of my family and I've been going here for many years will continue for many more God willing thank you both !

These people are fraudulent!!!!!!!!!! Do NOT GO TO THEM I REPEAT DO NOT DO BUSINESS WITH THESE…read morePEOPLE!! they are taking out money out of your account and claiming that they have no knowledge of the missing money and for 3 years straight they have been filing my kids and I haven't been to them in 4 years this is outrageous!!!!

The customer service I received at this firm was impeccable. From beginning to end, I was at a loss…read moreof words at how they treat their new clients like family! When I first called, I spoke to Jennifer who was very attentive, friendly, and the sweetest. She directed my phone call to Jeanie. Jeanie asked about my tax situation, and genuinely seemed worried about fixing my issue with the IRS ASAP. I was introduced to Rich my first time visiting the office. Rich was an absolute blast to do my taxes with, he was so determined to get me the highest refund possible. While meeting with Richard, he introduced us to the junior accountant who I found out did most of my tax work ahead of time, Fernanda. She answered all my questions in great detail, she was extremely professional and helpful through the entire appointment. I cant express how grateful I am to find such an exciting and knowledgeable team. My husband started a small business this year and Jimmy contacted us right away to start our yearly planning so we wouldn't run into any surprises for next year's taxes. I overheard them scheduling Zoom meetings, which makes me so happy they are adjusting to each clients situation. They had hand sanitizer and Lysol in the front desk area. I witnessed them spraying Lysol after I got up and wiping down the countertops with Clorox wipes. The office was very modern and gorgeous. The front waiting area was clean and presentable. They also served the best cappuccinos. I will not ever be able to return to H&R Block after an experience like this.

Very easy to work with. Everyone at this business imparts great customer service. Everyone is…read moretreated as an honored guest or member of the family. They will even answer questions between tax seasons and are very knowledgeable about the tax process, not only for federal but also state tax rules for several other states. I greatly appreciated how Jeanne and Mr. Gruber made the process of compiling my information and having my taxes filed so easy. I highly recommend their services. They are awesome.

What an amazing team to grow your earnings and direct you to wealth! Would always trust my finances…read morewith Ricky.

Absolutely the BEST!! I have been using Marc for years. I have referred several of my friends to…read morehim as well. Everyone always says thank you after the referral. Very professional, intelligent and hard working!