1. I Do Services And More

1. I Do Services And More

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North Brunswick, NJ

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I Do Services And More

5.0 (1 review)
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3 years ago

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Mott Tax Advisory Service

Mott Tax Advisory Service

(3 reviews)

We used Mott Tax Services this year for my 2023 taxes. They handled a fairly complex tax return…read morewith schedule B, itemized deductions, various income sources. Initial session only took a couple of hours. Review of the return and finalization took 3 -4 more business days. The value of the service was well worth it. I have spent much more at other accountants. The only recommendation would be for a secure portal to submit documentation electronically and electronic PDF version of the final return. However, for the price it was worth the inconvenience of printing out paper copies. Plan to use service again and would highly recommend.

I have had the pleasure of utilizing the services of Mott Tax Advisory Services for the past 10…read moreyears. From day one I was confident that the firm always did what was in my best interests to obtain the best tax results legally possible. Aside from that Mr. Mott guided me in the selection of suitable investments, for which I'm forever grateful. His staff is also very professional, knowledgeable, and helpful, while being respectful, courteous and friendly. I highly recommend the firm of Mott Tax Advisory Services for tax advice and tax preparation as well as for investment guidance. Mr. Mott is very personable, so meeting with him to attend to the above turns out to be a productive, pleasant experience. He has earned and deserves the highest grade possible, in my opinion!

PA Financial, CPA

PA Financial, CPA

(2 reviews)

I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

I Do Services And More - notaries - Updated July 2026

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