I had been referred to Matt by a good friend. I needed someone who could do an estate tax return. I…read morespoke with Matt and John who worked with me to complete the process. It was wonderful to get this done in one visit. I am so grateful for their kindness, integrity, knowledge and patience. This was new to me and I was nervous and they were just terrific. I would totally recommend them to anyone who needs tax help.

I've been using Matthew as an accountant since 2003, he's the best!!! Not only is he good at what…read morehe does, he's also a man of integrity, kind and caring

We have worked with Russell Lawrence since 2019. He literally is the best CPA for our small…read morebusiness. He and his team always makes sure that we understand everything during tax season. He is professional, curtious and very responsive to our requests. Highly recommend.

I've worked with Greg for the past few years. He does a great job explaining everything in detail,…read moremaking sure you understand the best way to set up your business and helped us maximize our tax benefits. I find that his service charge is reasonable and a bargain for how much he has helped with our company. Responsive, professional, knowledgeable and trustworthy is how o would describe this team if asked. We've worked with a few other CPA's in our lifetime and can safely say that he was the best. Our first guy missed out on so much we had to amend thousands of owed money back to us. Had we stayed with them we would still be missing out on so much. Happy we made the change and always happy to refer this team out to anyone in need of a good accountant.

J Rosen Financial CPA Services has helped me with my taxes for 3 consecutive years. I have had…read morethorough service and even was able to have assistance with having a complicated tax consisting of a 1099 where I was able to save far more money than I would have if I did them independently. This is way appreciated since I'm not super knowledgeable about all the laws and regulations that exist as well. I probably would have paid thousands of dollars extra which made any of the cost of the services well worth it. I am very particular with who I let help me with anything financial and I trust Justin Rosen and his team. I feel that they have my best interest and will work with me to help me choose the best option for me, usually which the option I will have the most return on. I no longer dread the annual tax season because of them and I've had many friends who have also been referred to them as well and have been satisfied.

Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and…read morealways responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgable in his field.

I had my taxes prepared by LCP Bookkeeping yesterday and they were excellent! The lovely lady ,…read moreVicki, who prepared my taxes was professional, fast, and super helpful! I would highly recommend!

Richard Horseman had done my taxes for approximately 15 years and did a stellar job - taking his…read moretime and making sure that everything was accurate. Sadly for me, he retired a couple of years ago but in his place, he set me up with Vicki Sullivan and I couldn't be happier. She has also done an amazing job with the taxes. Very knowledgeable lady who has been able to answer every question I've thrown at her. LCP's fees are fair and reasonable and the stress and dread that I always feel before getting the taxes done always morphs into relief and confidence when Vicki is finished.

DO NOT use Jeff McAvaddy @ Infinity Tax and Financial planning unless you have an easy file exactly…read morelike everyone else's! He seems like a nice man but he absolutely does the bare minimum when it comes to your appointment. My family tax team growing up would have the files from the prior year at least to refer back to in case there were any differences outside the norm, but not this man. Jeff did my taxes, like everyone else's and calculated that I owed over $1200. Having a disability, and not having found much employment yet, how was this possible?! I figured out after talking to some people that he had filed it wrong, not having bothered to check my files from last year and applying the %10 Penalty. I should not have been charged the 10% penalty but just like last year he had to file an amendment.....NOT MY FAULT! How would he like me to pay that with only a part time job and a Traumatic Brain Injury? After bringing my files in for this year but still presenting the fact that I am being threatened about a lien on my condo, he tells me to call the IRS, and that it is MY responsibility to fix it and call until it's fixed? Instead of apologizing or owning up to it, he asks me "what do I want him to do about it?" I told him that I wanted him to fix it and figure it out being my tax professional. He said that he wasn't going to call "That isn't going to happen!" He proceeds to mock me with a rude under his breath, phhh, and implies that I needed medical documentation if I was fully disabled? I told him that had he had copies of the amendment, I had provided that to him twice now. I have plenty of medical documentation that each time he did this, I have to pull it from several different files, since he never made a copy of it to keep with my file in his office and didn't feel the need to scan and put online either?! I have a TBI/disability and to be treated in such a way and spoken to like I am using the system, how dare him! After paying for a service that I clearly need help with, and to be treated like all I have to do is call the scary IRS and say what?! I don't even have copies of what he did since he did everything online?! That is why I paid him to help me, otherwise I would use a turbo tax like program like he was! So because he didn't refer to last years documents and didn't file properly, I am getting threats to get a lien on my property! I am going to have to take my documents that I have and pray that another tax professional can figure out what he did and how to fix it at this point! Tax deadline is April 15th and I am having to worry about this in April! I will be reporting him as many places as I can, to his board of whatever if he is part of anything and reporting him for misconduct under the disability act. I pray that he NEVER treats anyone like he did me or leaves them hanging with judgment over me ever again. He doesn't know me but he won't forget the way he did me wrong and will hopefully be held accountable in some way so they he never makes anyone else feel as horrible as he did me.

Like the previous reviewer Patricia I have used Jeff for over 10 years and ALWAYS found him…read moreprofessional and efficient and on top of things. While not the most complicated filings I've had earnings from multiple countries, and or multiple states, loss carry forward situations, rental income loses, investment earnings and many other situations which he has always handled appropriately. He also works to project income taxes for the following year to help with quarterly filings. I can feel for Shannon but her review doesn't seem to describe the Jeff I've worked with over these years. He also uses previous years and their internal forms helping outline changes that may impact the filing. Jeff is also available and willing to respond to questions throughout the year for which he has not charged extra, even when I preface my request with an offer to pay if the answer involves much research. My only regret is that I can't post my favorable review elsewhere but my technological skills and frustration with Google requirements eliminate that ability. I will use Jeff again and again.

quality place and I truly value the way my requested service was taken care of. Will be going back!read more

Omar and Dorian are swell guys, no doubt. However, I was not satisfied with my experience being…read moreserved by them. They did not explain to me that I would be charged an additional $285 in third-party fees on top of the $300 for their preparation fee. That's a total of $585! That was 12.5% of my entire tax return! It was only after I received my tax return that I found out about the third party fees, which included a bank fee, a bureau fee, a transmission fee, a technology fee, and a document preparation fee. What?!?!? Had I known that I would be charged $285 in third-parties fees, I would have paid them for their services up front and not waited for it to be taken out of the return. When I expressed my dissatisfaction to them and asked them to refund the $285, they were unwilling to take responsibility for their failure to communicate the third-party fees.

My wife and I have been satisfied clients of Hannah, Lemar, & Morris CPAs for nearly 25 years…read more Being the owner of a general dental practice, I am naturally subjected to the rigors of complying with the taxes and regulations stipulated by the IRS including regular quarterly and annual reports. These have always been completed accurately and in a timely fashion by the highly skilled accountants at HLM, primarily Jane Blasquez, CPA (for nearly the past 20 years). However, over and above this, HLM has come to our rescue on countless occasions relative to important accounting crises that a small business owner such as myself has been faced with over these many years. Most recently this pertains to the Paycheck Protection Program made available by funds provided to the SBA as a result of COVID-19. As usual, Jane was a Godsend throughout the arduous application process and on a moment's notice. In addition to Jane's time-proven expertise, Michael Morris, CPA, has also been extremely instrumental in tackling certain matters such as assisting with the drafting of the numerous articles and documents required to establish the PLLC which governs the partnership of my office. Thank you HLM for your exemplary service over the many years! Richard C. Rampi, DMD (Orlando)

Professional and courteous. Provided knowledgeable advice. Genuine in their approach.read more

Michael Raanan with Landmark Tax Group was amazing. Literally a God send. I was so overwhelmed and…read moreready to spend thousands on an attorney because I was so freaked out over this IRS debt. He gave me a plan of strategy and now feel very confident in moving forward on my own. What a life saver!