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    EP Caine & Associates CPA

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

    Services - EP Caine & Associates CPA

    Accountants

    Payroll services

    Audit and conflict resolution support

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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.

    Foresight Business Solutions - Accounting & Tax Services

    Foresight Business Solutions

    (5 reviews)

    Highly recommend; Greg Landis is the best! Have been with the company now for approximately five…read moreyears and see no reason to leave them.

    Foresight Business Solutions owner Ryan Correia has done an excellent on job tax returns and trust…read morework since 2010. In auditing another accountant's returns, Ryan found thousands of dollars of refunds missed by the other accountant. The 9 tax returns Ryan prepares for me each year include personal returns, trust returns (real estate trusts), and out of state returns. A very complex tax situation which Ryan and his staff have handled very well. One of Ryan's biggest strengths is his flexibility in making my part of the tax return effort as easy as possible. For example, he purchased the version of Quicken which I use so that I can now just give him my Quicken file each year and he can pick out the expenses which must go on the returns. I do not therefore have to go to the time and effort of transferring data from my Quicken files to Ryan (or to his Tax Organizer). Ryan also acts as an agent to help me and my sister with work relating to out of state real estate in several trusts. Ryan has an excellent professional rapport with the real estate property managers, insurance agents, tax authorities, etc, and he regularly reports back to me on his efforts, which are very productive in general. Much of the work Ryan does for me is through his secure portal, and also via email when I request that. This makes it very convenient for me. I can, however, visit Ryan's office whenever I like. Ryan has a very easygoing personality, a totally professional manner, and excellent communication skills, making it very easy to work with him. I highly recommend Ryan Correia and his firm for tax and other financial-related work.

    EP Caine & Associates CPA - accountants - Updated September 2026

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