My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

Boris Foxman and his staff have been incredible throughout the years for our family. Always…read moreprompt, accurate, efficient, caring and so awesome overall. Thank you very much for keeping our family sane thru all these horrible things that transpired last couple of years! You Rock! Veronika/Boris/Nataliya/Zoe

From the owner: We provide cross-border business and financial services for companies from start to finish. From…read morethe planning of your company to its sale is where NBAC can provide international entrepreneurs and small companies the opportunity to be successful in the U.S. Our services vary throughout the lifespan of a business, but what makes us unique are our many years of experience and attention to our clients' needs in areas concerning planning and consulting, accounting, taxation, payroll and benefits. In those areas, just a few of our expert services include: - cross-border planning - taxation of foreign nationals & U.S. citizens abroad, as well as foreign companies doing business in the U.S. - accounting, pre-audit consulting, company valuation - advice on business restructuring, mergers & acquisitions - payroll, retirement & employee benefits, including cross-border pension rollover

I used them for 2 years and I am happy I changed companies. They were good the first year and then…read moremade a series of small but important mistakes in the 2nd year. Then if I wanted to use them in the 3rd year they wanted to increase the price of the return by $250 and would leave me with the team that I was dissatisfied with. It took a long time for me to upload each document and then catalog it, and they still made careless mistakes. Plus they took a long time to upload the preparer notes so I could transfer to another firm. Overall it was a less than satisfactory experience.

Cunningham Financial and Accounting Services has gone above and beyond what I expect in an…read moreaccountant on more than one occasion for me. You really feel the benefits of working with a small company which cares about its clients. Responsive, reliable, personable and knowledgeable. I would definitely recommend them and will use them again!

I have worked with Marinucci & Associates since 2004 on a variety of activities across multiple…read morecompanies I have worked at. All of the services provided were not just high quality but also provided with a level of extremely high customer service. Tony Marinucci, CPA is both a great accountant as well as a great person. The services included tax structure advisory services, financial statement creation, transaction review, and general accounting support. They were always able to find ways for us maximize our cost effectiveness while complying with fast changing tax laws and regulations. Highly recommended!

I have been with Marinucci & Associates for a couple years now and they have been nothing short of…read morefantastic. Tony Marinucci, CPA is accessible and always available to answer my questions. He is a skilled CPA with a broad knowledge of both business & personal tax issues, and when the new tax laws changed for 2018, he was right on top of everything. My returns in particular can be complicated but Tony takes the time to figure it all out, explain what he is doing, makes sure I understand it, and his work is in compliance with all IRS laws. Whether you are in need of personal or business tax consulting & assistance I highly recommend Marinucci & Associates.

We hired Accounting on Demand (Amin Shaheen) to handle our accounting/bookkeeping. We needed…read moresomeone who was resourceful, knowledgeable, accurate and reliable and we have found it with Amin. Amin has allowed us to concentrate on our business of building/renovating houses in Washington DC. Amin has 20+ years of experience in Accounting and it is apparent in the way he streamlines and handles his tasks efficiently. Amin has a knack for paying attention to detail which is a must in our business. We are very happy with our decision to bring Amin on board and are more confident in our accounting/bookkeeping department solely based on Accounting on Demand's assistance.

Amin Shaheen was extremely helpful, considerate and responsive in advising on our accounting needs…read more He was very knowledgeable, open and forthright on how and when he could help up, and as importantly where he could not, and I would strongly recommend Amin and his firm to others.

I've known Westley since college and he has been doing my taxes from then until now (to forever,…read morereally). I have so much confidence in Westley's abilities that he has done most of my family's taxes who reside in the area and I have referred many friends to avail his services. Here's why I highly recommend Westley's tax services. 1) He is honest 2) He turns your taxes around in a timely manner 3) He is on top of all new tax laws and thus able to recommend or give advise for better tax accounting 4) He answers your questions with a smile --even if I ask him what I later find out are silly ones :) 5) He has impeccable customer service All in all, if yow want a great Accountant, Westley is your guy.

He made a mistake on my taxes, which resulted in an unexpected refund from the IRS. When I told him…read moreabout it, I got a "meh" response and he said he must have messed up. Wtf.

Numbers & Chai did my company's bookkeeping and payroll for years and I couldn't be happier with…read morethe level of professionalism, accuracy, and trustworthiness. Numbers & Chai consistently goes above and beyond. I would recommend their services to anyone.

From the owner: Numbers & Chai LLC provides tailored accounting and bookkeeping services to clients. We understand…read morehow imperative it is to have your books in order, therefore our team is very responsive and always available to answer client questions and concerns. We specialize in working with small businesses and pushing them to the next level of growth. Your business is our business. Let us do the numbers while you relax and sip on some Chai.