I called Nagy & Associates for some help with my personal taxes having just started a new job. I…read morespoke with an accountant, Dave, on the phone and learned that the company is primarily a business tax advisory firm, but that didn't stop him from taking the time to answer my questions and give me some tips in finding deductions. He was super friendly and very helpful, all for free. While I can't speak for their tax planning services for businesses, I can say that this is a trustworthy, local company I will go back to if the opportunity presents itself.

Update: Middle of December I get a letter stating "their focus has changed" and that I am being…read more"asked to engage another accounting firm"... You think? Really? Albero, Kupferman & Associates see the last line of my original review. All others - I'm now at Cornerstone in Newark. One word: Fantastic!

Absolutely the best. Living and working internationally and living and working in different states…read moremakes tax season difficult. Rob and his team provide high quality tax services, easy to make an appointment. Rob is always available to answer questions and help complete payroll/benefits forms. What you get for you money is beyond amazing. I am and will be a loyal customer.

My wife and I have been going to The Tax Center for five years. We have been to more than a few tax…read morepreparers, and by far Rob and his staff are the best. They do great work at a fair price, and are easy to work with.. We'll be customers for years to come..

Very thorough and knowledgable. I have used him for complex returns…read more I will be using him moving forward in 2025-2026 tax season.

I went here to get my taxes prepared as a family friend told me about this place and their good…read moreprices, and I was very happy with the service provided by the friendly and welcoming staff.

We had the same problem as Edward B. (review of 4/4/19). Our insurer (Transamerica) automatically…read morerenewed a 10 year term life insurance policy at a steeply increased premium. This is not the way it should work. It should be the insured's option to continue the policy after the policy expires, not to be obligated to catch it and cancel a term policy. Fortunately, we caught it after one increased premium debited to our checking account, but it was frustrating and time consuming to try to correct this mistake online or on the phone with Transamerica's corporate office. Then I called Mr. Smalls from Estate Planning of Delaware Valley, figuring the local agent would know how to get an appropriate response from the corporate office. He jumped right on it and called me the next day to tell me our refund was on its way. The problem here is with the particular insurer's business practice, not its agent, Mr. Smalls, who was very ready to be as helpful as possible. Mr. Smalls was very professional with me.

Lester Smalls Jr.an agent at Estate Planning of Delaware Valley Inc failed to act in a prudent…read moreprofessional manner. He apparently does not listen and is only concerned with his financial well being. We had several conversations with Mr Smalls to end our current policy at term expiration of 10 years on 9/30/18. The premiums were due to jump 7+ to 10+ times. Unless one was terminally ill and uninsurable or not in a solid mental state no one would continue with policy. As a supposed professional it was Mr Smalls OBLIGATION to provide us with the necessary documentation to properly terminate which he FAILED to do. As we had preauthorized withdrawals versus being billed monthly by Transamerica the funds continued to be siphoned from our account which we did not catch for 4 months. The agent screwed up but tried blaming a novice policyholder. How are we supposed to know what documentation required-Mr Smalls do you not hold yourself as a professional? This agent leaves very much to be desired. A total disgrace!!!! Avoid Avoid Avoid!!!!

I have been going to Mary Ann fkr quite a few years now and I can't say enough grea things about…read moreher and her team at old world tax services. Never had any issues and will continue to use old world tax services for the foreseeable future.

being old, i have memory issues. misplaced my last bat h of checks here at home. tried for days to…read morehave replacement checks sent to me for my bill payments. nothing! no live person, no voicemail messages and no way to pay my bills and expenses. and no more citadel bank . so much for customer service !

Awesome bank, tremendous staff! So much better than those "big" banks. Actually cares about their…read moremembers and what we have to say.