1. Weinberg Jay CPA

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Bryn, PA

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Weinberg Jay CPA

5.0 (1 review)

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10 years ago

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Rehab Financial Group - RFG Founder Susan Naftulin

Rehab Financial Group

(11 reviews)

I tried to apply a couple of years ago. We kept giving them all the information they asked for…read more Every time we gave them something, they asked for more. We had three people on the loan. My father-in-law has an almost 800 credit score. My husband and I were 700s at the time. Our income was substantial. My husband and I are active duty. We were denied after giving all of this (they ran our credit, asked for bank statements for years, and many other things). The reason we were denied, he told us, was because my husband and I had some late payments on our credit report, and that wasn't allowed. I had two late fees on a credit card from 2 years prior, and have had perfect payments since. My husband had one late payment on an account, which was paid on time for the past year and over the minimum. But they continue to send emails that make their lending process look glamorous.

Rehab Financial Group is a scam, this company puts you through a lot to approve or disapprove your…read moreloans. The underwriting process is stricter than conventional loans for Hard Money lending and charge Hard Money interest rates and fees. If you have had any case in court past or present, found not guilty of misdemeanor or any other charge this company will bring it up at the end as part of the underwriting process and will not approve your loan/s. You will be committed to processing and other fees and at the end you will be denied. As mentioned above, the underwriting process is stricter than FHA and conventional loans. RUN and RUN from RFG Raphael

David Caplan, CPA

David Caplan, CPA

(14 reviews)

David Caplan was, to us, an undiscovered gem. Our family was with another accountant for 40 years…read morebut switched to David after her death. His work is a revelation--moderately complicated taxes can be done in an afternoon, at your home, and affordably. He's knowledgeable and personable. A family member selling her home didn't believe that the common purchasing tool the buyers requested (a "seller's assist") was not some kind of scam and refused to accept their offer until she had talked to David. He explained how common the assist is and how it does not affect one's taxes, and she relaxed enough to go ahead with the sale. (Of course, she then told her own real estate agents she didn't trust them, but that she trusted David implicitly. And he does seem worthy of that trust!) We haven't seen his hilarious tax-time letters (referenced by another yelper), but we hope to find one in the mailbox one day. Maybe we need to be just a little delinquent so he'll feel obligated to send us one.

When it comes to money, I am completely useless (except for spending it - I excel in that field)…read more So it's no surprise that the simple thought of tax time sends me into a state of mind that makes Britney Spears look sane. Luckily I have David Caplan to take care of business for me. David is extremely knowledgeable about all things fiscal (he's a deductions wizard) and he's honest and reliable. But perhaps my favorite thing about him are the hilarious tax-time letters he sends out - this dude has a wicked sense of humor! His fees are very reasonable and he'll hold your hand if you need him to, which is perfect for a financial idiot like myself. Having him as my accountant for the past 5 years (many of them as a freelancer) almost makes me look forward to April 15. Almost.

Brown's Advisory & Accounting Firm

Brown's Advisory & Accounting Firm

(9 reviews)

Penn Center, Logan Square, Art Museum District

Working with Brown's fulfillment consultation & accounting firm was the the best decision I could…read morehave made for my business. She was very professional, extremely knowledgeable, and very personable. When I first walked into her office I felt extremely overwhelmed with the process of keeping my business's finical information organized, but I left feeling confident and reassured that everything was in the best hands possible.

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Weinberg Jay CPA - accountants - Updated October 2026

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