I'm not a big review-writer but Jonathan is great. Hard to believe we've never met since at this…read morepoint I trust him like family. Found him through the Freelancers Union, he disentangled my big mess of self-prepared returns a few years back, got me on a clear path with everything working like clockwork. Knowledgable on a range of issues. Trustworthy. Very easy to use the portal system to upload docs etc. Minimal effort required by me, just how i like it. Highly recommend.

I write this review to give fair warning to future customers. We used Medows CPA for three years…read more It was a very up and down experience. Over the past three years, Medows put more preparation burden on his customers (requiring completion of lengthy, convoluted forms which I've never had to prepare for a tax PREPARER before), while complaining that our taxes took a long time to complete. We had to check their work for errors. We learned to expect inaccurate answers and incomplete research when we did have questions - and often completed the research ourselves. He was very helpful when we had a shift in our income/expenditure situation three years ago. Hence two stars. But then our taxes got very simple for two years in a row. A few months ago, I asked for an itemized bill for last year's expenses and/or a fair estimate for this year's work. I was told we were too much work, and it wasn't worth his time to retain us as customers - no answer, no transparency. This is probably par for the course in tax preparation, and there's nothing particularly bad about this service. But there's nothing particularly good either. We'll spend as much time preparing our own taxes this year as we did preparing and checking Medows' work last year, and we'll save $335. For even mildly intrepid souls, I recommend using a tax accountant only when you have a big change in financial circumstances, and in between just use TaxAct.com and a couple of calls to the IRS. It's really not that hard.

I've been using their services for over 15 years. It's hard to find an accountant that you trust,…read morewhen you find one - you stay with him! Over the years they've grown and added more and more services for my businesses. I would recommend Samuel and his team to anyone looking for an A-Z accounting solution, personal or business. And Roman, he's just wonderful, he has proven to be trustworthy, helpful and resourceful. Keep up the great work guys!

Samuel and his team at Savvy Accounts are professional, problem solution orientated and also…read morelooking for the RIGHT answers about your business and personal finance needs. Roman handles all my accounts and has been nothing but reactive to our payroll needs. Never a no and super responsiveness via text and email. It's an amazing feeling to always get in touch with someone who is handling your $$$$$ Thank you Savvy; keep up the good work

My long search for a good CPA is finally over. I've found it really challenging to find an…read moreaccountant who knows how to bend all the bureaucracy to my advantage. I found David and Melissa from Shum and Associates to be more than capable: not only are they good at navigating the labyrinth of tax laws and forms today, but they're very adept at coming up with a long term strategy that saves you money. They helped me structure my companies, which receive dividends from investments, in the optimal fashion to mitigate risk, remove liability and have me incur the lowest possible cost.

Melissa has been taking care of my business's bookkeeping and accounting for over two years, and I…read morehave never been more confident that my finances are in good hands! As a small business owner, I do not have the time to allocate to managing my books. I also cannot use DIY accounting programs during tax time because having a business with lots of different kinds of revenue and costs makes it just too complicated for me to sleep soundly. I have referred her to six of my fellow entrepreneurial friends since working with her and everyone loves her approach! Melissa is no nonsense. Her turn around time is impeccable. She's a great listener that focuses on your business strategy versus the clock (as so many other accountants do). If you're looking for trust worthy accountants, you've found 'em!

Paul Mei, CPA and his team continue to deliver quality accounting services in a first class way to…read moreboth small and large clients. In today's world rooted with technology first, you simply do not come across people like Paul anymore. Highly recommend Paul and his team.

Update to my prior review: After my review appeared, I received an email message from Paul Mei,…read moresaying, among other things, "Can't believe you would write such an extremely nasty review.... If you really want to complain, use your real name, not 'Peter D.' Fight like a man, not a sniper that stab people behind." As I mention in my review, he complained a lot during the few weeks we used him; I asked him to let us know how we could restructure the project to make it more efficient and easier for him. Instead, he just quit, with no notice at all. Now he's sent this message to me. I do not think this professional. I really want everyone to understand what you're getting into if you hire Mei CPA. Below is my review in full: He quit in the middle of a job because it is "too much for me." I work for a very small business with very limited bookeeping needs, and Mei CPA was indirectly recommended to us; it took a really long time to explain to Paul what seemed to be really simple concepts of running a business (some money comes in for sales, some goes out to pay our suppliers, and there are business expenses for advertising and marketing need to be accounted for as well - that's really it). He kept expressing befuddlement at all of this. I asked him over and over again if there was a better way to do our accounting; he kept talking about how confusing this is, and he never offered any advice or suggestions for how to make it better. On the materials he created for us, he always got the name of the company wrong. He kept representing himself as my personal accountant, even though I told him over and over again that the accounting had to be done for the LLC, which I don't own in its entirety. He said that "usually" that's not the way he does things, and so he never fixed the errors in what he created for us. I had to do it myself. He didn't ever seem to understand the basic idea of what a business is, and he kept complaining all the time about it without offering any suggestions. Every time he complained, I asked him please to give us suggestions for improvement, but he never did. He offered nothing of value. A week or so ago, he called me and said that the job was too "tedious" for him, that there were "too many numbers to add up." I asked him if there was a way to simplify it, to make our system less complicated - this is after all what we were coming to him for. He said, "It's not that it's complicated, it's that it's tedious." He complained that the work for Q2 had taken him an entire day to complete and that he wasn't paid enough. I offered to work on getting him more money, if that was the concern. Following this conversation, I sent him an email - I began as follows: "Good morning, Paul - Thanks again for raising your concerns yesterday about the tedious nature of the work you're doing on this project. I hope this email helps clarify what we are looking for and the way this runs, which we discussed verbally, and you can then use this to send a proposal for the types of work you are willing to do, and we can see if it fits in with what we need." I followed then by outlining the nature of the company - how he should treat payments to the company, from the company, outlining as clearly as I could the various different income streams, and asking him to outline how he would propose the service should work, what he would be willing to do. I had by that time devoted a huge amount of time to trying to get him up to speed. He sent back an email quitting with no notice. He said, "This project is too much for me," still without explaining what about the work was "too much" or what would have made it better for him. Was it just too much work? Was it too complicated? Was there something that could have been done to streamline our accounting system? This is what we would have hoped to get from him. Maybe he didn't like me, or the work, or whatever it was. I certainly tried my best to make it work; I was never rude to him, never snapped at him, tried to explain it patiently over and over, and always sought his input and feedback. But even if somehow he just didn't like me, this is really unprofessional behavior, just to quit like this and do nothing to finish the work he started.

I'm not sure what happened to the review I did years ago or why Yelp is acting like I'm brand new…read moreon Yelp ? Herman and Richard are very nice ,welcoming people and I like the clean, nice office space they are in . Thanks for your service .

I found Herman a few years ago and am very glad that I did! I go back to him each year at tax time,…read moreand he makes things simple. He is organized, polite, and has a good personality. While my tax situation is not complicated, I feel better knowing that I have someone I trust taking care of things. He also is fair with his pricing.

I was in the market to look for a new firm. The initial consultation was great, I spoke with Kim…read moreand she answered all of the questions that I had. Throughout the entire process of being onboarding and completing my Tax Documents, it was seamless. The person assigned to handle my taxes (Grace) reached out to me if they had any questions before proceeding. She even explained additional things that my previous CPA did not even advise. This team is very knowledgeable and helps make sure everything is done correct. Even the pricing was thoroughly explained and honestly it was money well spent. As a small business owner, I appreciate the teams transparency and attention to detail. I am looking forward to continuing my partnership with this firm. I highly recommend this team.

After losing my father, I was completely lost with my finances. Peter and Kim from Peter Burgos CPA…read morewent above and beyond to help me through it with genuine kindness and patience. As a first responder with a crazy schedule, they always worked around me, and that meant a lot. I shopped around before finding them, and no one came close. Truly grateful for their compassion and professionalism -- they treated me like family.

Andrea Parness and her entire staff are a pleasure to work with. They make the stressful task of…read morefiling income tax returns a breeze. Questions are answered immediately and wonderful customer service. Everyone in the office is so courteous and professional. If you are looking for an accountant who puts your best interest first, look no further. A. Parness Company, CPA is simply the best.

Wasted precious time during tax season emailing back and forth questions. Requesting highly…read moresensitive information, and kept adding to their estimated quote on cost of filing a tax return. After I mentioned living abroad, a question that they failed to ask and I had to mention. They at first said the estimated quote might be even higher than the current $800 quote for a W2 and a 1099-K! After days of waiting they emailed me back saying that "We are not going to be able to help you" AFTER they've TAKEN ALL of my personal and deeply sensitive information. This was confusing, as it is the first time I've ever been denied service by a business; without any explanation no less! I went in with such confidence, so it's been a huge bummer to have such a challenging experience, not only do I hope that my personal information has been deleted as per my request. It also puts me in a very difficult situation now of having to scramble to find another provider that can actually get the job done in a reasonable amount of time.

Sandy and her team are the best accountants we've had. She is very professional and thorough…read more We feel very comfortable leaving our taxes in her competent hands. The staff is equally helpful and courteous. In the past we've had accountants that did an incomplete jobs or were not current on new tax law. I wouldn't hesitate to recommend them.