I was referred to BA Jones by Ed Newman, CPA because he was drowning in PPP payroll things from his…read moreclients so without giving it a second thought I called BA. At first she was surprised by my number because I have a CA area code but as soon as I explained my situation, she warmed up. Before calling her I had booked some time for me to come into her office and meet her (which I gave her the heads up about during my call). I explained that I had been audited by the IRS on my 2018 tax return and she was fantastic at walking me though what I needed to do, first and foremost, requesting an extension (which the IRS immediately honored). Fast forward to today, I just left her office with my husband and I am SO excited to work with her on all my tax/business needs for the future. If you ever have the pleasure of sitting down and have a conversation with her, you will immediately get the sense of how intelligent, wise and on top of things she is - definitely want someone like this advocating for you and your business. She didn't charge us for our meeting today because she said that we were getting to know each other but honestly, I would have paid just to have heard her impart the wisdom that she did. We left with a game plan and are planning on connecting again in a couple weeks once I gather all the documents I need to send over to the auditor. To wrap up, I can see how the last reviewer thought she may have come across as rude BUT she really isn't...AT ALL...I would say she's very no nonsense and to the point and if you let her know up front that you're looking for a CPA and someone to work with in the long run, the conversation will go very well and you'll get way more than you expected. Also she's most definitely the type of person that you should take the time to get to know IN PERSON vs over the phone or via video call...at least for the very first meeting. Hope this helps and I've finally found my go to CPA!

There is none better. Been using BA for years. Has always been spot on, professional, informative…read moreand a great personality. Would never even consider going elsewhere.

I have been with this firm for 40 years, both general accounting and investment services. They have…read moreserved me exceptionally well in every regard, and to this day I look at my investments and I'm in shock at how well they have navigated the markets. My taxes are always on time and my investments have over performed. And they are very affordable. I am the third generation in my family to be in the care of RS&G and I could not give them a higher recommendation. Superb.

Marc Goldberg has been an incredible mentor to me for 10 years. He gave me my first and best…read moreinvestment education, even generously sponsoring a school project that taught me the basics of fundamental analysis. Having been fortunate to work for him briefly after college, I can vouch for his professionalism and knowledge on both the accounting and investment businesses. There is a reason his clients have been working with him for decades.

Walked in looking for Some Tax help the lady at the front desk was very nice and then she went and…read moregot Paul he was very knowledgeable and professional Helped me with no problem and price was very reasonable.Looks like I found a New place to file my taxes. Very Happy With my experience

I worked with Lil Stepnowski. She was wonderful. I got a letter from the state asking for money…read moreon back taxes. I called around tax offices and finally got to this office. I spoke with Lily on the phone and she was very knowledgeable. I went into the office that same day which was Friday late. She still saw me and helped me with the paperwork. I was very relieved. She followed up with me on Monday. Bad news: I do owe the taxes. Overall, I'm glad I found her to help me figure it out because it was so stressful.

Betsy has been doing my very complicated taxes for the past decade. She is phenomenal and thorough,…read moreeven when I throw new things at her every year (rental property, new business ideas, cryptocurrencies). Never an issue, and we talk about it before I go off and do it. She helps me plan it out so I don't hurt myself in the long run. Everyone at the office has been great!

It is imperative that my accountant has my company's best interest at heart. The accountant has to…read moresafeguard the company money and not allow for multiple oversights and mistakes. When I used Joy at Morton Gober, there were some miscalculations on the company accounts as high as $80k. Mistakes of that magnitude are not excusable. Joy at Morton Gober had failed terribly at basic accounting principals - too many to detail here. When pointed out to her, she refused to respond on the impropriety and immediately resigned as the corporate accountant. There is nothing worse than your accountant refusing to answer your questions - leaving you with the feeling of absolute confusion as to how to proceed next. I would never use Morton Gober again! I had her doing my business and personal returns. In my mind, Joy's behavior was inexcusable. I never received answers to my multiple questions posed to my former accountant Joy. The key element in a client - accountant relationship is trust. The accountant is a trusted advisor and adversary in accomplishing financial goals and safeguarding information. Joy destroyed the trust and the relationship by never replying or answering questions about how she reached her conclusions.

I reached out to Rich about doing my taxes and we had a great conversation. He explained so many…read morethings to me that other CPAs had never mentioned before. He was extremely knowledgeable and clearly understood my situation and business needs. Unfortunately, I was not able to retain his services right now- not because of anything on his end, but because there were a few things I needed to take care of first. Even though I couldn't move forward at this time, Rich still scheduled an appointment to sit down and talk with me. During that meeting he shared some valuable insight that will definitely help me moving forward. Another CPA would have charged me for that meeting. He is very honest, upfront, and genuinely wants to help people. I only wish I had found him before I opened my business. If you are looking for a CPA for any tax needs HE IS THE ONE!!! THANK YOU, Rich I really appreciate you!!!

Rich, Marie, Kelly, Paul and Ling go above and beyond for our business to ensure our taxes are…read morealways up to date and accurate. They also do our payroll and ensure it is a curate and on time.

I am 36 years old & have always done my own taxes online. I recently became a home owner and a…read morelandlord and decided to hire an accountant. I reveiwed multiple websites and met with 3 different gentleman and after meeting Alex, the 3rd, my search ended. He is geniune, knowlegeable, honest and willing to do home visits. He has found me $ and educated me on write offs I did not know was available (even before I became a business owner), he's helping me with my out of state returns that I have not filed over the past two years and educating me on the federal tax credits for purchasing solar panels. I am blessed to have found him and I know my family and small business is in good hands. I no longer have the aweful feeling of insecurity when talking about my future, Alex and his firm have truly been patient with me and put all of my fears and concerns at ease. I highly recommend Alex to all individuals as well as small businesses expecially if your first starting out and need a little more hand holding than others like me :).

I have been using Ms.MCall for my income tax returns for over 10 years and I am very happy with her…read morework. I appreciate that she answers questions and explains the reason for the answer. She has worked with me if I need to drop off the paperwork and then come back later to pick it up. I recommend her service.

Great knowledge and depth into your business. I refer with confidence Vicki is the best!read more

Robert and his team have been preparing my personal taxes and my father trust tax returns for over…read more10 years. I recently moved to the San Francisco Bay Area and still send my federal and state (CA) information for them to continue to prepare all my returns. Always professional, through, compliant and helpful with changes in filing status. They do all the electronic filing for Federal and State (including outside of PA as needed). I will continue to trust and use Robert and his staff for many years! Eric Livermore CA