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    Newman Tax & Resolution

    4.7 (26 reviews)
    Open 9:00 am - 5:00 pm

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    Services - Newman Tax & Resolution

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    7 months ago

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    Harold N.

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    4 months ago

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    7 months ago

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    7 months ago

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    1 year ago

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    1 year ago

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    Harold N.

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    2 years ago

    Staff is always available to help answer questions and Harold has been doing our personal and business for over 10 years. Very happy.

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    Harold N.

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    2 years ago

    I've been going to Newman for 10 years, Harold is the best! They always provide excellent service.

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    3 years ago

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    2 years ago

    Harold is excellent. I've used his firm the past few years without issue. Great responsiveness.

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    3 years ago

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    6 years ago

    HE IS TGE BEST! Everyone in the office is so nice and patience, I strongly recommend NEWMAN TAX TO everyone!

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    7 years ago

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    8 years ago

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    5 years ago

    Great customer service, friendly staff, prompt service, knowlegible staff, helpful & concerned that customers get the maximum return.

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    12 years ago

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    10 years ago

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    Review Highlights - Newman Tax & Resolution

    Harold possesses extensive knowledge in all tax-related matters, owing to his impressive background and expertise.

    Mentioned in 14 reviews

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    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    (34 reviews)

    I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

    Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

    Newman Tax & Resolution - taxservices - Updated September 2026

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