If I could give zero stars I would. I used this company from 2018-2025 for my small business. I…read moreassumed a company of CPAs would know how to do taxes, however I was incorrect. I questioned them for years on the inventory issues and finally fired them a year ago when they suggested I use someone else's sales tax ID to order wholesale items for my business. I had an independent accountant review my taxes and it turns out that they had in fact counted my inventory correctly every year and in 2021 alone I am due an amended return of $22,000 minus a $12,000 disallowance from the IRS. We still have to do 2022-2023 amended returns. This company has put me at risk of having to file for personal and professional bankruptcy and losing my health insurance as a disabled person. I cannot express how horrifying this experience has been and how they have screwed up my life and finances for the foreseeable future. Avoid at all costs If you are a current small business client with inventory products AND material components, get a second opinion, because they may have screwed you over too.

Man. What a bummer. I was recommended these guys from someone I trust, but they totally left me…read morehanging. They are very poor at communicating. The services they offer are very expensive but cover various areas. I paid them a large amount of money for a specific tax request just to be told that my payment dud not include the service I requested. That was infuriating. These people know their field, I'm sure, but their communication is just horrible. They feel like a company that is stretched too thin to provide any level of competent customer service whatsoever. I will not work with these people again.

Robert and his team have been preparing my personal taxes and my father trust tax returns for over…read more10 years. I recently moved to the San Francisco Bay Area and still send my federal and state (CA) information for them to continue to prepare all my returns. Always professional, through, compliant and helpful with changes in filing status. They do all the electronic filing for Federal and State (including outside of PA as needed). I will continue to trust and use Robert and his staff for many years! Eric Livermore CA

Found Mr. Cocchia through a co-worker of mine. He was on top of everything I submitted and…read morecompleted my Returns very timely. He is very knowledgeable, capable, friendly and professional. Highly recommend him and have already referred him to a couple of my friends for next year.

Has been doing my taxes for over 10 years. Extremely helpful and experienced.read more

I have been looking for a new tax professional for a while now. After searching through Yelp, I…read morefound H&M Tax Service but they didn't claim their Yelp page as of yet. So, I went to their website to find out more about this organization. And though when first called, my first appointment was with Judy, I had to reschedule due to a work conflict and I'm extremely satisfied that Fred Miller completed my 2020 taxes. He was efficient, kind, and asked me numerous questions to ensure that I received the largest return from Federal, State, and local governments. I was also impressed that he is an Enrolled Agent, which means he speaks to the IRS often. As long as Fred is working with H&M Tax Service, I will be using him moving forward for all my tax needs.

This is the 2nd year I've went to H&M Tax Services, via a friend who recommended them for their…read moreservices and prices. I'm very pleased with their efficiency, speed, prices and customer service. Prior, I was going to H&R Block and paying almost twice as much. I will continue to make H&M my tax preparers and would highly recommend them to others.

This is my accountant, and he is pretty insanely awesome…read more You don't actually have to go there to see him, just call him up, stick everything in the mail and let Chuck do his magic. Although if you do see him in person you may get some good stories about when he was an IRS auditor. Last year, I somehow forgot to send him my stuff. So I sent it up there on the Friday before taxes were due and I got it back on Monday. He's that good. If you have a question about anything, make sure you ask him about it. It could get you some extra cash.

Sometimes you know in the first 10 seconds that things aren't going well....I called Mr. Maurer…read more(partly because of the 1 good review he received on here) He was reluctant to even engage me when I introduced myself and asked if he had a minute to answer an accounting question. (I think he thought I was looking for free advice when in fact I was interested in finding out if he would be interested in doing accounting work.) I briefly explained that I was looking to have 3 returns done. 2 Personal and one for a partnership. I asked if he would be interested. He very curtly said " I'm not looking to add any business returns" I said " I guess the answer is no then" He said "that's right" The entire phone call was less than 60 seconds. Now, he might be a great accountant. He might even be a great guy. But wow. It's amazing how negative an experience can be and how much ill will a person can create in such a short time.

They are awsome and I always enjoyed using them. They will take their time to explain everything to…read moreyou and will support you post tax filing. Don't hesitate to use their services.

I started my own sole -proprietorship engineering consulting business last year and at the…read morerecommendation of my accountant engaged Marion & Associates for my taxes. The service that Michael provided for me was outstanding. Multiple calls from him so he could explain certain aspects of what he was doing with the return, to make sure I gave him what was needed, etc. And he gave me other advice on retirement plan contributions, recommendations for a CFP, and overall a very engaged level of service. A very simple process of uploading a bunch of PDFs to their secure portal and a few weeks later everything was done.

Thomas is the best!! He is smart, thorough, patient (we are not very financially savvy so we NEED…read moresomeone like that!!), easy to communicate with, fast/ efficient, and ultimately just a high quality professional. It's clear Thomas knows what he is doing!!! In addition to all of those wonderful qualities, he has always managed to help us get a great tax refund AND he charges an extremely fair price for his services! Thomas is truly the best and we are SO thankful we found him a few years ago!

I messaged Steve about doing my taxes. He had me send him my tax paper and I never heard back. I…read moremessaged and called him numerous times and received no response. I had to go and find someone else to do my taxes. Finally I text him and say nevermind I will find someone else. He actually responds but saying "okay do what is best for you". Wow unbelievable.

One of my biggest blessings moving to Havertown over a decade ago was finding Steve Caggiano as a…read morepersonal accountant. Through tax preparation, mortgage refinancing, renovation, job changes and retirement, Steve was/is always available to meet or chat to offer realistic advice to aid the best personal decisions. If you are lucky enough to be a client, exemplary service is a guarantee.