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    Loeb Monte J CPA

    5.0 (1 review)

    Services - Loeb Monte J CPA

    Accountants

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    2 years ago

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    The Law Offices of Eric J. Wexler, CPA

    The Law Offices of Eric J. Wexler, CPA

    4.7
    (9 reviews)

    My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

    We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

    Accutax

    Accutax

    5.0
    (50 reviews)

    My family has been pleased to hire Richard Marea, Esq. to prepare our taxes -- which include a…read morerental property, investment income, childcare/ education expenses, mortgages, etc. -- for the past couple years. He is stellar. Richard uses modern digital tools like Dropbox to make it very efficient to upload W2s and other paperwork at your convenience, and is amazingly responsive to questions. Communication is direct and crystal-clear, and e-signing and e-filing returns makes the whole process a breeze. My only regret is slogging through TurboTax for so many years before Richard was recommended to my thoroughly-researching wife. The 12+ unpleasant sleep-deprived last-minute hours I save each year are worth the fair price of tax preparation from Accutax. And our tax liability seems to have dropped a bit too. We recommend this service to friends and family. The perfect reviews are well-grounded.

    Richard is the ultimate professional: informed, precise, thorough, and attentive. His services are…read moreeasy to access online, making the entire process stress-free. He is always happy to answer a quick question (no charge), is available for longer consultations, and keeps you updated throughout the year on policy changes that affect your circumstances. He explains these in language that is easy to understand, making it easier for you to take action wherever necessary. He really is the person you need to get through the process quickly, and at a great price.

    Loeb Monte J CPA - accountants - Updated June 2026

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