Paul Vicario, CPA I…read morewas referred to Paul Vicario to guide me with a financial decision for which I needed some clarity. Paul returned my call the same day, actually after 8pm. Not only was he personable and took the time with me over the phone by asking all the relevant questions to properly guide me, but he was so knowledgeable and very thoughtful. This may sound impressive when it's sometimes difficult to find trustworthy and knowledgeable professionals, but this was even during a busy time (tax season). His guidance was incredible that I actually said to him "why didn't I think of that". My only regret is that I didn't know him sooner. PS. Though I look to Yelp to read reviews, usually I'm not one to write any, however I felt that it was important that I did so this time. It may help someone else.

I felt it was my duty to give this company a YELP review detailing my brief relationship with this…read morefirm. Received a voicemail from a woman who identified herself only as Joan and left this phone number and please could I return the call. No company name, no reason for the call, nothing other than please call. Not knowing the reason for the call and thinking it could be personal or family, I returned the call, entered the extension and a male answered the phone. I explained that I was returning a call from Joan and without even asking who I was or why I was calling he goes into a 45 second sales pitch on the accounting firm. Notwithstanding the fact that my office is over an hour north in another state, I listened and then said "I appreciate your call but I think we're pretty well set with accounting needs right now but are always happy to consider all options". There was silence and I thought he was working on a response to my offering of an opening and then I heard the distinctive sounds of a hang up. No "thank you for your returned call", no "thank you for your time", no nothing except a rude hang up without even the courtesy of closing the call that they asked me to place to them. Really? This is how you manage business development and opportunity? Good luck with this! I noticed that prior to me, there were no reviews for this company on yelp and after seeing how they handled the call they asked me to make to them, I can see why.

I am very pleased with the tax services offered by this firm. My taxes, state and federal, were…read morequite challenging these past few years due to complex family and business events in a few states -- and the fact that "everything happens at once." I am a happy and grateful client, and I can recommend this firm highly.

I am an estate practitioner and recently started using the services of this company to prepare…read morevarious estate tax returns. The experience and service were nothing less than phenomenal. I worked directly with Chris, Jr. and Martha who made the daunting task for me to get these returns done and timely filed easy and worry-free, and I could not be more pleased with the outcome. I would and already have recommended them to friends, clients and colleagues.

Bryan is the best. Been going to him for years. He's a genuine guy who works countless hours. His…read morework ethic is a sight to behold. I'm a complicated person when it comes to taxes. Many moving parts, and I honestly wouldn't be able to file if it weren't for him. Highly recommended.

The best accountant ever! He's professional, thorough, affordable, and knows his tax info inside…read moreand out.

When I first met Ron, he offered to look at my taxes and see what I could have saved if I were…read moreIncorporated and the results were eye opening. Let's just say Ron handles my business and personal taxes, my payroll service and my monthly business finances and expense reports giving me quarterly profit and loss statements. I am happy he was referred to me by another business professional.

Ron is professional, organized, dedicated to his craft, and the epitome of a tax guy. Above all,…read morehe's very reasonable and won't gauge you on your taxes. Be sure to reach out for all your tax/accounting needs.

Future Wise Financial are an AMAZING service..not only to get your fina affairs in order , but also…read moreto get educated and establish a reasonable plan . Zuri is very friendly and transparent. I recommend her to all my friends and associates..she also does tax returns..and promptly! 5 stars in my book!

I see Michael. Very professional and helpful. He completes my taxes so quickly with confidence…read more Well worth the value. Just what I need. Plenty of parking. They are very busy. If I don't schedule for the next year. I can not get an appointment. Which was a disappointment last year.

Amazing company and amazing people they are always so kind caring helpful and professionalread more

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

Jill helped me with setting up my estate plan and living trust. She was personable and got…read moreeverything done timely. Highly recommend!