MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

Mr. Fernandez prepared my 2020 taxes for my wife and I. In the past I had been using TurboTax, but…read moremy wife thought I should try a tax preparer this year. Mr. Fernandez was recommended to me from a family member who has been using his tax services for several years. I was pleasantly surprised that Mr. Fernandez found that I had omitted several deductions that added to a bigger refund. He also explained my tax return in detail, but in terms that I could understand. I now realize the benefit of using a tax preparer and will continue to use his services.

We had a great experience working with Courtney Crowley. She was thorough and very professional…read moretestifying as an expert witness in a complicated alimony trial. Her testimony decimated the opposing party's expert witness. We highly recommend Courtney Crowley!

Following up on my previous review of this company after I was summarily and nastily dismissed as a…read moreclient. I had a consultation with another company and learned that I had been charged $250 to file a NJ tax return showing a $191 profit from a NJ REIT. I was told that the filing of the return was not required. I was never given the option of not filing nor informed as to the additional cost of the NJ return. This is just unprofessional on every level.

We have had the pleasure of working with Nikki Fasula-Cohen as our law firm's bookkeeper since July…read more18, 2023, and I can recommend her without reservation. From the day she started, Nikki brought order, clarity, and professionalism to our books and financial records. She is exceptionally organized, hardworking, detail-oriented, and proactive. Rather than simply keeping up with the work, she anticipates issues, stays ahead of deadlines, and ensures everything is accurate and well managed. What I value most is the complete trust I have in Nikki to handle our firm's financial matters. She is reliable, conscientious, and consistently demonstrates the highest level of integrity. Beyond her technical expertise, she is accommodating, responsive, and an absolute pleasure to work with. If you're looking for a bookkeeper who is knowledgeable, dependable, and genuinely invested in helping your business run smoothly, I give Nikki my highest recommendation.

Comprehensive S Corp setup, tax returns, and payroll management…read moreI've been a client for four years, and my experience with their service has been excellent, particularly regarding the crucial setup and ongoing management of my S corporation. They successfully handled all aspects, from the initial incorporation to the consistent filing of annual tax returns and managing payroll. Here's a breakdown of my experience over the past four years: * Initial S Corp setup: The initial process was handled efficiently, including the filing of Form 2553 with the IRS. This ensured a smooth transition and proper election of S corp status. * Four years of annual tax returns (Form 1120-S): For each of the past four tax years, they prepared and filed my S corporation's tax returns accurately and on time. They also provided me with the necessary Schedule K-1 forms to include with my personal tax filings. * Consistent payroll management: Throughout this period, they managed payroll for me, a shareholder-employee. This included ensuring I was paid a "reasonable salary" to meet IRS requirements, withholding the correct taxes (Social Security, Medicare), and handling quarterly filings (Form 941). This has provided peace of mind and has helped me avoid audit risks associated with S corp compensation. * Proactive communication: They have been proactive in communicating deadlines and advising on tax implications, ensuring I am always compliant and informed. For any business owner seeking a service that provides seamless integration of S corp formation, tax filing, and payroll, I highly recommend this service. They've saved me time and stress by handling these critical, and often complex, financial tasks.

This was my first time at Krater & Associates and I was referred by a family member (you get a $25…read moreoff perk for getting referred). I was taken care of by Kevin Corbett as he's done taxes for some of my family members in the past. Appointments are pretty straightforward at K&A. Kevin's questions while doing my taxes showed me how methodical he was and it was interesting to understand the reasons he asked (he explained to me some of the terms, laws, etc.). We managed to get through my complicated taxes and I was ready to be on my way. My experience for the first time was great at K&A, especially for such a dull tax activity. There were two things that I'd point out could be improved for my experience to be much better. 1. Up front transparency for cost of tax filing 2. Speed up of time doing taxes (I was there for 2 hours) All in all, my experience was positive and I thank K&A.

I have been filing my taxes with Jacqueline for 6 years now and she never disappoints! She is very…read moreprofessional and extremely knowledgeable in anything tax-related, always answers all of our questions thoroughly. Would definitely recommend her to handle anyone's taxes!

I own a small law firm and highly recommend Dylan, who has helped me with all of my tax questions…read moreand needs for the past several years as I have set up my law practice and have since expanded, hence novel concerns. Dylan brings calm to my chaotic questions, knowledgeable and saavy while maintaining the risk conservative tax optimization strategies that suit my professional needs. I also use Hissam & Associates for NY and federal personal taxes, which is as seamless of a tax filing process as anyone could hope for. Dylan always picks up the phone and is just a pleasure to work with.

Wow I am absolutely blown away 10/10 would recommend !!!! Dylan is the best in the business I went…read morefrom owing quite a bit in taxes to getting a return he even helped me to understand all the documents that I had to get and took the time to explain everything to me and he also helped me to prevent the same thing from happening again next year I can't say thank you enough! When you need your taxes done the right way give Dylan and his team a call

I appreciate how easy his process is, I provide him with my info and he collects a quick signature…read moreand before you know it my taxes are done. His customer service is just the cherry on top. I couldn't recommend anyone more.

Patrick Rollman (239)745-1925. Highly recommended as well. Really on top shelf service.read more

I called to see if I could get my taxes done and filed in a last minute desperate situation…read more Very pleasant on the phone from the receptionist and even better talking with Monica. I was able to get an appointment and taxes done when I needed. I can't say enough about how professional and understanding everybody was. I highly recommend and I have found my new tax firm. Thank you Monica for going above and well beyond for me.