Went to the firm to get my taxes done for 2018. I did not have a chance to sit down with Mr…read more Paneque himself since he was not taking any more appointments this season. I submitted my W-2 as well as my 1099 and wrote all of the expenses I wanted to get written off on a piece of paper which was attached to my documents. While I was pleased that everything was done in a timely matter, I was quite dissatisfied with the fact that the deductions I wanted applied were not. The firm stated that everything I asked to get written off was included in the return. I had to come back twice on the top of my original visit with each time finding out not everything was written off. If I didn't check, the firms negligence would have cost me an additional ~$5,000 in federal and state taxes. I was not offered any discounts on the tax preparation costs nor did I even receive an apology for making multiple mistakes and making me come back multiple times. I had a terrible experience and will be taking my business elsewhere next year.

Do not go to this office. Jorge Paneque is unprofessional and opportunistic. Save your money and go…read moresomewhere else. This is my first time writing a review because it is unacceptable how he treats his clients.

So so appreciate your wizardry, your ability to make sense of my questionable folder…read more Thank you so much for saving me financial chaos, IRS induced nightmare, $$

I've been with James and his team for over 2 decades -- and for good reason. He's truly the best…read moreCPA out there. James genuinely cares about his clients and takes the chaos out of accounting. He's not only saved me a significant amount of money over the years but also helped get my financials organized and on a path to long-term success. I'm incredibly grateful for his expertise and dedication.

I was charged and unhappily paid $500 for a personal financial tax strategies savings plan for my…read moresubstantial estate: 401K, stocks dividends, retirement income, future RMD's, and a paid for home. After waiting weeks for "Elizabeth" to get back to me after imputing my personal financial information, I was very disappointed and unimpressed. The plan involved a telephone call only, no written report (nor anything written), and I did not learn a thing. She did not inform me of NJ domestic partnerships or other tax-savings strategies for my future RMD's. I learned more from the WSJ. At the time, I asked what this firm charged for an uncomplicated tax return which for me involved cd bank interest and stock dividends, pension, social security, property taxes paid on my house. The charge quote then was $800 for a simple return. My CPA then and now charge less than half that amount. My boyfriend lived next door to this company. As we sold his home I can now be honest about my personal unimpressive experience.

I hate numbers, math and taxes…read more Fortunately I found this firm to handle the things I despise. Jay is super professional, and knows the ins and outs of the ridiculously long and complicated tax codes our government fleeces us with. Worth every penny for the dollars he'll save you.

Bob Russo is one of the most knowable tax professionals I have ever met, and he has assembled an…read moreabsolute great group of other professionals to assist in providing his clients excellent tax advice as well as other accounting services. I started working with Robert P. Russo, CPA, PC in regard to my 2018 income tax filing. I had been using another firm who had created a huge problem for me both personally and for my business. Most of my contact was with Bob, Claire & Susy and they were able to make the necessary corrections to get me and my company back on track. Throughout 2019 I have maintained contact with this firm and convinced that not only my past issues totally resolved but that we also have taken the appropriate action to avoid any potential future problems. I sleep a lot better knowing that both my personal and business tax & accounting information are being handled professionally by true knowable and professional people. I would highly recommend using this firm.

Have to admit this experience was a bit uncomfortable for me. It may be. a great tax office but I…read moredid my due diligence before coming in & was basically "turned down" or given misinformation before my arrival. First, the front desk & whoever answers the phone we're so friendly but when I met Robert he turned me down before even looking at my tax return. Stating "I don't want to take your money". I assume he has a fair thought process for this but it didn't come across that way. He said my tax return wasn't too complex. I appreciate his honesty but I'd remind him that I made a trip to his office & you should always treat everyone with some level of respect. Not quite sure what he was using as an indicator to not take me on as a client but I've never heard of a CPA firm making someone feel like I was wasting "their" time. Mind you, he still has no clue what my 2017 take home was. WTH is that. Can't help but think he prejudged me. Matter of a fact he recorded I use Turbo Tax. Wow. My advice to Robert is to commit the time you promise, 1hr, look at a person's return to understand their taxes, & let them come to a final conclusion if they would like to pay to your fee. Otherwise you have people like myself confused as to how you made your assessment that I wasn't worth taking on. News flash my demographic is the new future "hypos" of the world...do your research on the word & demographic. I am disappointed.

After over 20 years of personal and home office tax accounting, and them reaching out to make an…read moreappointment for this year 5-6 weeks ago, they cancelled with a few hours' notice, after I had uploaded all documents to their secure portal. My last straw with a declining business. This stems back to a dispute from last tax year--they did not review my return carefully, resulting in a careless error in reporting out of state income I documented and a five-month delay in getting my state refund. They were casual and non-communicative about a letter from the state with a deadline for response, to which I had to rush a reply to get a postmark to be in legal compliance. They were indifferent that a significant refund was at stake. In a previous year, a server went down and they lost all returns. Careless. Another year we had to submit additional documentation to the state as they said that their software had a glitch which affected many clients' returns. Bureaucratic and unreliable. Tony used to provide a personal touch. But it's a large bureaucratic operation, he doesn't even give a simply reply like "I'm working on this matter" when he is CC'd on an urgent matter. The receptionist tell you "it was on Tony's calendar for last week," not "Tony has taken care of this." It used to be in person annual appointments, then went to Zoom, and then became by telephone. The amount of time was reduced very year, even as fees outpaced inflation. It's overpriced, and the service and reliability are not at all what they used to be. Tony used to be a nice guy and very professional, but he's only a shadow of what he used to be.

Very unprofessional accountant. My company's payroll is delayed or forgotten about at least once a…read moremonth, when I ask why I get an indifferent response. The service isn't cheap so I'd expect at least a high level of professionalism.

I walked in with an uneasy feeling, especially since I was close to their closing time. I was…read morewondering how this would go since it's my first time having someone file my taxes. They did more than an amazing job and even went above and beyond while I was there. My child was getting grouchy, and the representative was able to calm her down while still attending to my taxes. I love them. I appreciate all their hard work and dedicated values.

i've used them serval times. the experience is truly unmatched. i loved how knowledgeable everyone…read moreis

Scam artist. Takes your money and does not deliver anything in return. Provided all paperwork and…read morerepeatedly commits to getting it done but does not deliver.

Outstanding company! These folks, and David himself are a joy to work with. Thoughtful,…read moreresourceful, and diligent - you know you're getting great work, at an extremely reasonable price point. Mr. Weinstein is patient as well; he taught me more than I could find on short term rentals, AirBnB, and real-estate to help me strengthen my assets, and recoup as much as I could in taxes! If you're curious about this firm, do yourself a favor and give it a chance, you'll be thankful you did. Communication is everything in business, and they get back to you in a timely manner, every time.

I've been trying to get ahold of him since 2019 to fix an error that cost me a couple of thousand…read moredollars on my tax return.

Impeccable service. Friendly, accurate and prompt financial advisement, document review and…read moresubmission, tax preparation, and related reporting. Highly recommended.