My company could not have had a worse experience with this firm. In addition to having to catch…read morenumerous mistakes on our tax returns, they cost us $2,400 in penalties to NY state after not properly answering our emails hounding them for TWO MONTHS. If their fee was $5/year I still wouldn't use them again.

IWB has prepared my tax retruns for nearly a decade. In addition, they have provided me with tax…read morerelated real estate and financial advice on numerous occasions. I am very grateful for the work they have done. They are very responsive and always provide sage advice at a reasonable cost. The whole office is wonderful, but I normally work with Kia who is awesome. Thank you IWB! Mark G

I thought twice before Yelping Mr. Kirby (Oh, don't even try to address him any other way...) as I…read morewant to make sure I can still secure some time with him at the last minute in April. Reliable old-school accountant, no drama, no frills, but a thorough and solid job. I don't know about you, but that's all I need when it comes to taxes.

Totally unprofessional and lacking in customer service, Kirby & Forbes does not deserve your…read morebusiness. Calling Mr. Kirby multiple times in December 2012 to attempt to begin a new business relationship yielded no response. I said, "OK, it's the holidays; perhaps he's taken an early vacation." Upon renewing efforts to contact him with multiple calls and voicemails in February 2013, he again showed his lack of customer service by not returning even one message. Perhaps Mr. Kirby is so great that he doesn't need new clients. If that's the case, then good for him, but the mores of business (not to mention the laws of just being a nice person) dictate at least a return phone call. With this track record of unprofessional behavior, I'd recommend seeking alternate accounting counsel.

Pelzner associates. The quintessential family team Jewish accountants. I cannot speak highly enough…read moreto do justice of how much admiration I have for David and Lawrance pelzner. They are the quintessential accounting team you want for personal business business accounting needs. They are personable, available, fair and more than anything incredibly competent. I've worked with many accountants through my years of owning various businesses. This team is by far the most accomplished and nicest people to work with. Pelzner and associates has more work than they know what to do with. Customers never leave once they've gotten a taste for how business should be done. Everyone should look to this business as a role model for how small business should be run. Thank you for many years of excellent service. Your hard work has saved me thousands and for that I am immensely grateful.

Our experience with Pelzner and Associates has been consistently top-notch. David has helped us…read morenavigate several complex situations with patience, up-to-date expertise, and persistence in working on our behalf. The office is very well-run, organized, and responsive. They justifiably seem to have a lot of clients, and they let you know in advance when you should make your appointment so that there's enough time for everything. Highest recommendation.

Love her, trust her, what more do you need to know. She manages our annual taxes for my husband's…read moresingle-owner S-Corp and was so helpful with our initial corporation structuring and our annual questions. Highly recommend her!

Nancy has done handled the taxes for my company, my wife's company, our income property, and our…read morepersonal returns for many many years. She is excellent! She always takes the time to explain things in normal human English whenever I don't understand a particular element of our taxes. She also checks in with me throughout the year to make sure that we are on target. I highly recommend that you get in touch if you are looking for a fresh perspective on your tax situation.

She is excellent. She is low-tech, but VERY up to date on tax laws, including investments and…read morerental properties. She has a strong personality but is well organized and is very reliable. She does not suffer fools well, so if you're flakey, prone to drama, have an inflated sense of your own identity or think you know the current tax code better than she does, you won't have a good experience. I think she is great.

I just ran across my old review here and I am shocked to see Susan B putting a 5 start review as…read morerecently as last year. I must admit my original review was a little bit of a lie because it wasn't my personal return I experienced this with but my clients return. Everything else was true about the situation - I just didn't want to write all the details because I didn't want her to be able to trace this back to me. But enough time has gone by so I wanted to come back and strengthen my review.... For credibility sake - I am ranked as one of the top financial advisors in the country by Forbes Magazine. I have 20 years in my industry and have always been ranked top in my industry. I have dealt with many tax preparers and many different types of client tax situations. I am also personally trained to do tax returns. So I speak from a lot of experience when I say - please understand this tax preparer is not okay. I have run into many weak tax preparers over the years...often they are mom and pop shops. But she stands out as one of the worst.

If there was a negative 5 star rating I would choose it. Only selecting one star because it is…read morerequired in order to post this. I completely agree with Susan D's post, from Nov 1, 2022. These people are wolves in sheeps clothing, money hungry and could care less about their clients; I don't trust them at all. On the surface they dress and appear humble, however, they do literally have many years of Theatre experience, so, they put on a great act. They spend time during working hours creating and enacting dramatic scenes to test and abuse selected employees. For example, one pretended to be having a heart attack to see if she would get help. Another entered the office loudly stating she was so upset due to her blind, deaf sister being abused by the husband and spent the entire day loudly speaking about it so that everyone could hear then selected an employee to find out what she should do about it. This is usually done in front of the business owners and is complete allowed. It would have been better to spend that time actually helping the paying clients instead.

I have been working with Marchi Smith and Levin for the past 5 years because I have a client in my…read morefacility who uses them as her fiduciary. They are very easy to work with, very professional and take really good care of their clients. I have been working with Jennifer and she has been easy to work with. She is very involved with her client and very prompt in responding with everything she needs. I have worked with other companies for my clients but this company has been the best so far. David Levin has also been a pleasure to work with. I would recommend working with this law firm.

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

David M. Slosberg provides some of the worst tax preparation services I have ever experienced, and…read moreI would never use his office again. They incorrectly filed my W-4 form, which resulted in me owing the California State Tax Board $1,200--even though I did not work in California that year. When I was told his office needed to re-file the form to correct their mistake, I immediately reached out by phone, email, and text. Despite contacting them repeatedly for three months, I have received no response. Because of their negligence, I now owe even more due to late fees. This office not only mishandles critical tax documents but also abandons clients when problems arise. If you value accurate tax filing and reliable customer service, avoid David M. Slosberg. His office's incompetence and lack of accountability are unacceptable, and I will be reporting this business to the IRS for fraud and misconduct.

Efficient and courteous! Always recommended David M…read moreSlosberg Inc when comes that time of the year, second to none!