The CPA Chayim Kessler has handled my tax situations for the last several years. He has displayed…read moreexceptional abilities diligently applying himself to the processing and filing of all of my returns. I highly recommend his services. It is well worth the time and effort.

Very impressed with Chayims' professionalism, individualized service and accounting work.read more

My experience with Meredith Weil was surprisingly pleasant given the topic of my and my husband's…read moredeath. She was sensitive to the unique nuances of our situation, including how assets may have different values each of us. She was very helpful as my husband was not yet a citizen of the United States and our assets may be transferred to someone in another (Latin American) country. I had bank problems and she persevered with me to get a trust account set up. She was patient with me when I lagged on doing our assets as we have a large art collection. My husband and I will certainly will be using her to update our wills.

Meredith Weil was easy to work with and made me feel like all my questions were valid. I don't know…read moreanything about estate law (who does?) and I was able to ask her anything unknown, even those of a sensitive nature. She laid out the different options for us so we could choose what suited our family best. It is complicated, and laws vary by state, yet a necessary part of planning for the future, especially in these uncertain times. She gently pushed me to finish the lengthy process and had a lot of good suggestions. Working with banks differs from bank to bank and she essentially held my hand as the bank staff did not fully grasp the complexities and variations. She was patient, knowledgeable, and easy to work with. I highly recommend her.

Vince and his team have been my trusted CPAs for many years. I used to try to do my own taxes but I…read morequickly learned that it's worth having a knowledgeable professional preparing my taxes. The help and guidance is invaluable in the long term. Their team is quick, reliable, easy to work with, and (most importantly) extremely detailed oriented. Great experience overall.

Let me start by saying that Vince and Rene have been a great help preparing my company's financial…read morereports. Their prompt and thorough responses to all my questions and guidance were comforting to someone like me who didn't have financial background. Their fees are very affordable comparing to other firms. (You would not believe some estimates I had received from some firms. Nuts!) To be honest, I was first skeptical with their virtual approach. But fear not! I am now so glad I found them and did business with them. Who needs a physical office after all. Because that's how Mongio and Assoc. keeps their fees low for their clients. Great job at low cost. I highly recommend them.

Oscar Rey has had my taxes for 3 years. Charged me $1000 and they were rejected. He then did…read morenothing ever since and I've had to chase him for 3 years and he just lies. I ask him for my taxes and he says send me more documentation but I've sent everything I have and he has a limited power of attorney. He refuses to do anything except give me the runaround. I know someone who worked there who tells me he would change dates on tax documents so that the clients would be held liable for costs in which he was supposed to be liable due to his own negligence. This is true and I can only write this is it is true. He needs to be audited by the government. I'm going to the attorney general about him They've just led ft a review reply stating I did a few raid I lent action which is slander. And will be used to further my court case. Oscar has a new puppet apparently. I have evidence. And Oscar has the documentation required to grab any paperwork he needed in the form of a limited power of attorney. He's also allegedly changed other clients tax form dates to avoid liability and that comes for rectify from a former employee who told me About it. I have been in contact with the district attorney as well as filing cIvilly I will Pursue criminal charges.the facts are that Oscar Rey and his staff are on numerous emails putting me off after having been told they received everything I have and refused to do their job after refusing to disclose charging me a business tax fee for persoral taxes. They've refused to use the limited power of attorney to attain the records they're bound by law to attain to do the job they weeks hired for and the tax cpa I hiRed to do the job hE didn't complete got all documents in short order. I've beEn advised that I have an excellent case to sue and will do so in my jurisdiction. I have the witness who witnessed Oscar Rey changing dates on tax forms to avoid his own liability when he didn't get things done in time. A full audit of this company is in order. He lies and refuses to do his job if it doesn't go smoothly. Spends most of his time on vacations in countries where the laws are Looser with regard to the thiNgs he likes to do extra curricularly than doing his own job. Instead usually the office is staffed by one person who knows taxes and one layperson who just knows office work. He's also at least once hired a person based on them being "a good looking Latino male" according to the emails from the former eMployee.

Oscar really is as good as it gets. He's intelligent, knowledgeable, incredibly patient, thorough,…read morehonest, accessible and just lovely, as is his entire staff. He always answers questions thoughtfully...even my off-the-wall ones (and they are many). I just adore him. I was introduced to Oscar when he worked as a consultant for attorneys with whom I've worked. He has guided me through tax planning, and prepared my personal taxes and those of my parents, as well as my business for 3 years now. He's saved me from headaches and heartaches, to say nothing of the tax savings. We will continue to work with Oscar, regardless of what state we live in. Thank you, Oscar. You are the BEST!

I had the unpleasant experience of doing my taxes with Daniela Menache. She is extremely rude and…read morealways in a rush, constantly calling me at the last minute to deal with tax issues. She did not file my taxes correctly, and as a result, the IRS charged me around $5,000 in fees related to the year she prepared my return. Since I switched to a new accountant, my taxes have been accurate and I haven't had any more issues with the IRS. I do not recommend Daniela Menache -- she is arrogant, stressed, and never seems to have time to properly assist her clients.

I will always choose Beam accounting! They are knowledgeable, professional and responsive. I felt…read morelike they were truly putting my needs first.

Daniela was amazing, patience, knowledgeable and made everything easy. Totally recommend her.read more

I called Max Tax at 11:00 AM in April 15th. Sent Daniela everything via Email. We then spoke over…read morethe phone to answer a few questions and taxes were done a short while later. I cannot recommend Max Tax enough!!! Will definitely continue to give them my business and recommend them to others.

I've been a loyal client of Dave Miller for over six years. He consistently provides thorough tax…read moreanalysis and ensures I get the best return every year. I can't think of a better person to handle my taxes

This has been the best, most professional and efficient tax service I've experienced. I had some…read morecomplications with income in different countries, multiple states, and a few other items that made me want to reach out for help this time. Dave took care of everything. Selling points for me were: - online everything, I didn't have to mail anything over or drop off documents, everything was securely online - quick turnaround, he told me what he needed from me and when and that was that - professional explanations about my tax situation and what impacted my return - great attention to detail and really available via email I was really dreading my taxes and it was such a relief to find someone who could confidently take care of it all and answer my questions. Couldn't ask for an easier person to work with.