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    EP Caine & Associates CPA

    3.7 (3 reviews)
    Closed 9:00 am - 5:00 pm

    Services - EP Caine & Associates CPA

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    3 More Services

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    Kades-Margolis

    Kades-Margolis

    (4 reviews)

    Once they get your 403b contributions they are incommunicado. Had me in a high fee / low…read moreperformance Money by Design program. Over 5 yrs underperformed the S&P by 18%. They ghost you when you want to move your money. Look at other options for your 403b, do research and stay away from this company.

    Whether you are dealing with the CEO and founder Ed or any of the staff below him I wouldn't expect…read moreanything to be done in a timely manner or with any dignity, clarity, or ounce or respect. On the other hand if you would like to be cursed at, laughed at, and have your issues ignored then this is the company for you. That seems to be the way Ed Morgalis, Jeff Miller, Jeff Miller Jr, and Joy operate. I have never as a consumer been treated so horribly or had such rude nasty things said to me by an employee of a company that the two Jeff's said to me. I can't even type the things that were said here because google would flag this review immediately. And I have never had a CEO of a company ever show little concern in the behavior of his employees or the situation at hand. I personally would not want a company that doesn't show concern with problems like this to handle my finances or advise me on how to handle them if they can't even handle their own business matters efficiently or effectively. On the other hand Jackie Rudolph was an absolute peach to speak with. Maybe the others could learn a thing or two from her if and when they finally address this situation within the company.

    EP Caine & Associates CPA - accountants - Updated June 2026

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