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 !

For 2023 tax filing, I reached out to Aleksey for a complex situation which my accountant couldn't…read moreresolve. Aleksey was able to help me and am impressed by how he simplified the process with a well-oiled system in place. His professionalism and his staff's timeliness are a breath of fresh air and surprisingly reassuring making you feel they've got your back. One thing to note, it may be just the season/IRS timing but never in my experience did I see tax filing processed so fast. I'm thankful for having found Aleksey and his team. I think he'll be my go-to from now on :-)

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 have been working with Andrew for several years now for both my family's taxes as well as my…read morecorporations. We could not be happier with him. He is extremely thorough and communicative. He quickly followed-up directly with the IRS when they had questions in the past. He is also very fairly priced for the quality of work he does. Highly recommended to all!

Andrew Mason is a truly impressive accountant. I hired him over 10 years ago and I have recommended…read morehim to friends and family who also are extremely pleased and impressed by his professionalism and expertise. He is also always quick to respond to any inquiries that I have. He does my business and personal tax returns. I highly recommend Andrew!

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.

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.

Mark is an amazing professional. Fully recommend him and his expertise. His ability to get to the…read more"knit and grit" both business and personal taxation wise is top notch.

I rarely leave reviews, but I feel it's important to share my experience to protect other people…read morefrom hiring Mark as their accountant. I hired Mark to help clean up some work left behind by a previous accountant. Unfortunately, the experience ended up being just as disappointing--if not worse. During what was supposed to be an active and ongoing engagement, Mark became completely unresponsive. This was especially concerning given that he had access to both my personal financial information and business accounts. There were no status updates, no clear next steps, and no transparency around the progress of the work. After months of emailing and calling Mark with no response, I asked my husband to reach out. He finally made contact with Mark and he acknowledged that he was overwhelmed and had not been handling things professionally after being completely unresponsive for months. When it comes to something as important and sensitive as personal and business accounting, communication and reliability are essential. Unfortunately, this experience lacked both. I would not recommend working with Mark and would encourage others to seek an accountant who communicates clearly and operates with a higher level of professionalism and accountability.

I had James Ridout do my taxes for me this year. As I have a business with the an LC Disc and K…read moreforms it's not the easiest to do, but James did a perfectly great job. I couldn't have been more pleased with the results regardless of what I ended up owing. Better yet, in meeting with him, he is a really nice friendly guy besides being a true professional. He's easy to talk to and listens to all you have to say.

I've had several CPA's over the years. I cannot tell you how easy James is work work with. He knows…read morehis job well. He knows what questions to ask, to get the right information. He is also very fast in gettinging the taxes prepared. I do not have to wait till the 11th hour. Thanks James and team.

Great service! Kenneth did my taxes for my S Corp., LLC and personal taxes. He did a great job,…read morefinished early, charged must much less my previous accountant did and got me the biggest return back in years. It was so refreshing to get that personal service with such awesome results! I highly recommend his services.

Knowledgeable and was available whenever I had questions. I highly recommend Kenneth!read more

Excellent and filling is so simple. Makes it easy and maximizes your refund. I did not wait long at…read moreall and my refund arrived a week after we filed. I have been using Zamora Taxes for the last three years and I would never use another company again!!!

Nyda has handled all my company records, bookkeeping, taxes filed on time and efficient. Has helped…read moredraw up contracts for city work, she goes above and beyond. Completely professional. I will recommend her to everyone for all your tax, bookkeeping and starting up a company. She knows her way around and a very trust worthy individual. Especially handling money. She helped my company Concord Paint & Paper from sunbiz, to worker's comp and payroll. Services provided: * New Business Setup * Business Taxes - Partnership or LLC * Bookkeeping & QuickBooks * Payroll and/or Sales Taxes