Tax Deadline Crisis Averted! Rock‑Solid Service; Incredibly Kind…read more A few months ago my previous accountant dropped the ball, leaving me in the lurch, with the Oct15 extension deadline just a day away. I reached out to Joe on Yelp; he got back to me within minutes and agreed to take me on--quickly turning a panicky situation into a smooth filing. His astute, efficient, and composed demeanor rescued my sanity, steering through the unexpected chaos I dumped on his lap. Even in my (kinda) frantic state, he remained meticulously organized and kept me calm throughout. Less than 24hours later he called to confirm everything had been successfully transmitted to the IRS--miracle accomplished! And, as the cherry on top, he uncovered a refund I hadn't anticipated--allowing me to finally treat myself to a tech upgrade I'd been eyeing for ages. Joe is personable, highly competent, and runs his business with a rare blend of integrity, intelligence, and initiative. His secure portal made uploads seamless and he was responsive, always a minute away for any question. In addition to preparing my Federal and NewYork taxes, I enlisted Joe to handle our family's Washington‑state estate tax return. All three filings were optimized and completed with care and precision--making the competitive rates a bargain for the rapid turnaround and reassuring peace of mind. What began as a stressful episode turned into a blessing in disguise once Joe stepped in. I've now found a permanent professional for both my personal and estate taxes. Knowing that I finally have "my guy" on board lets me breathe easy and I'll be the first to book his calendar again this season. If you're hunting for stress-free, exceptional tax and accounting services, I wholeheartedly recommend Joe, of Efficient Accounting & Tax Services. He's down-to-earth, witty, kind, and just a genuinely good guy. I feel so lucky to have found him. While I can't guarantee his last-minute availability, I'm confident he'll go above and beyond . Seriously, give him a call--you'll be so glad you did. P.S. Thanks, Joe, for turning chaos into calm. No more midnight sprints--I'll call soon to get us rolling well before April15 this year.

Joe is the best , please do yourself a favor and do your taxes with him , any confusion any…read morequestion you might have he will answer and he will dedicate his time to you , I love that taxes is not scaring me anymore, Thank you again Joe !

I've worked with Craig Bergen for well over 15 years and he's done exceptional work. He carefully…read morecombed through my materials, found appropriate write offs that I'd have missed and in such ended up saving me money. He takes time to explain the process too. Such a likable guy and reasonable priced service. I can't recommend highly enough!

I called to Metro Tax Group to see if they might be able to help me with a IRS Form that I've been…read moretold by the IRS that I need to file asap. (I had called my regular tax folks and they said they were going home at 2pm on a Saturday.) I politely asked the woman who answered the phone if they might be able to help me fill out 1 form today. I have the numbers that need to be input but I don't know what I'm doing. Anyway, the woman who answered the phone at Metro Tax Group took great umbrage at me calling to see if they could help. She raised her voice and said something like, "You want US to help YOU when we have all of our own clients to help!?" She could have just said calmly, "Unfortunately we're fully booked right now with our regular clients." It's okay - she saved me from lot of stress and agita from working with them.

I've been using their services for over 15 years. It's hard to find an accountant that you trust,…read morewhen you find one - you stay with him! Over the years they've grown and added more and more services for my businesses. I would recommend Samuel and his team to anyone looking for an A-Z accounting solution, personal or business. And Roman, he's just wonderful, he has proven to be trustworthy, helpful and resourceful. Keep up the great work guys!

Samuel and his team at Savvy Accounts are professional, problem solution orientated and also…read morelooking for the RIGHT answers about your business and personal finance needs. Roman handles all my accounts and has been nothing but reactive to our payroll needs. Never a no and super responsiveness via text and email. It's an amazing feeling to always get in touch with someone who is handling your $$$$$ Thank you Savvy; keep up the good work

Yep, they did it again!! Edward and Jeremy Castro are truly professionals. I've been with ETCPA…read moresince 2014, the only question I have is why didn't I find this firm earlier!! I don't live in NY, I'm active duty - doesn't matter! These guys, GET.IT.DONE!! There is not a better CPA firm available, what are you waiting for; a set up an appointment!

Was I scammed or was it incompetence? If any one out there…read morehas had a negative experience with the Forest Hills CPA Mr. Torres, please give me your feedback, I'd love to know about your experience. Update: * On April 1, 2025 I entered into a verbal agreement with Edward Torres, CPA PC Tax & Accounting Services for the "xxxxxxxxxxxx" trust taxes to be prepared and filed to the IRS before the 2024 tax due date deadline. * A tax extension was filed by this CPA to the IRS, but the CPA failed to file the taxes by the extension filing date deadline. * At the initial meeting with him I left the previous year tax returns and any other data that I thought would be helpful in completing the preparation/filing of the trust taxes. * At that meeting Mr. Torres requested two additional items/documents, which the trustee (me), later that day I complied and emailed the CPA the two (2) attached documents, that he had requested. * I have the copies of emails that reflects the requested documents were sent to the CPA, and I also have an email acknowledgment/reply from Mr. Torres. * What I believe happened is a matter of plain old incompetency. * Mr. Torres for whatever the reason erred/failed to file taxes on behalf of the trust by the tax deadline. * When I confronted him he chose to tell a bogus story that he needed more information about the beneficiaries of the trust in order to complete the tax filing task. * He blamed me, saying that the taxes were not prepared and filed by him because I neglected to contact him and supply him the documentation that he requested/needed to complete the taxes. * If that were true, why did he not contact me concerning his documentation needs before the tax filing deadline? * Something I would expect any professional to do. * There is no record of any communication between Mr. Torres and me until after the filing deadline had passed. * You would expect that a professional CPA that was charging a total fee of $2500.00 to complete the taxes, would contact the client, reminding/requesting from the client any missing docs. * That did not happen. * As trustee I am also the sole beneficiary of the above trust and he had all my trustee, and beneficiary information including my tax ID number and the original trust documentation to work with/from. * There are no other listed beneficiaries besides me that have any standing. * He also had a copy of the managed fund yearly statements for the tax year of 2024 where every penny of the trust money is invested. * I also provided him with a copy of the previous years tax return that he could use as a template and simply update the data for the 2024 tax year. * All the necessary info was in the previous years tax filing document forms. * Besides capital gains, no money was withdrawn from the trust fund during the year of 2024. * Unfortunately, my dealings with Mr. Torres was like talking to a brick wall, and is one of the most exasperating, frustrating, people I have encountered. * The question is, why did he not contact me to remedy his so called missing docs. * The reason, he just screwed up, forgot about me, and failed to prepare the trust taxes! * That's the reason he didn't contact me. * Mr. Torres attempted to twist my account version, to justify and hide his failure. * If we are to believe his version of this story to be true, (again) "why did he not contact me for the additional documents that he needed?" * At this latest meeting he did offer to complete my taxes but I would still have to pay him $2000.00 for the task which I no longer felt was viable. * Furthermore, I would still be responsible for any tax late fees incurred. * You know the expression "fool me once, shame on you; fool me twice, shame on me". * I asked for the $500.00 fee back but he refused to give it to me. I'D LOVE TO HEAR YOUR OPINIONS, PLEASE TELL, ME WHAT YOU THINK!

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Aside from Helen acquiring her CPA life and annuity license in NY and CT, she has an MBA in…read moreinternational finance, an MS in Public Accounting and 20 years of banking experience, but above all else, she is a great listener. We discussed my personal financial goals for the near and distant future and with her insight she was able to pinpoint what I needed to do in order to put my plans into action. Helen showed me how I could offset my income taxes with my expenses, and having previously worked with a multitude of tax professionals, I found her business acumen far more valuable and easier to understand. I would highly recommend Helen and her team of financial experts to help you make the most of your money!!

From the owner: Accounting, Tax Preparation/Planning & Life Insurance…read more We protect assets, plan for college and retirement with life insurance solutions. We enable individuals, families, and business owners to reduce taxes, protect assets and lifestyles, and build lasting wealth. With a trusted network of CPAs, tax and estate attorneys, former IRS agents, investment bankers, and licensed life insurance and annuity professionals, we provide personalized financial strategies tailored for each client. We specialize in Tax Preparation, Tax Compliance & Tax Planning by offering Income Tax Mitigation; Capital Gains Tax Mitigation & Estate Tax Mitigation solutions, Estate Planning, & Bookkeeping Services. For Estate Tax Mitigation solutions, we are New York State Estate Cliff Tax Mitigation Specialists. We have a network that makes us unique to offer third-party loans to allow high net worth clients to secure substantial life insurance coverage with minimal out-of-pocket expense, enabling them to preserve their capital and maintain cash flow for other priorities. We protect assets, plan for college and retirement with life insurance solutions.

This place is horrible avoid at all costs. I'm not even sure that the employees are even certified…read moreCPAs or just people without jobs. The person who was assigned to me, was completely an incomprehensibly unknowledgeable. There were multiple times throughout our hour and a half long session (which is ridiculous in and of itself) that I needed to correct him. He clearly did not know tax law, having to refer to Google. He smelled horrible, I had to change computers mid session, and couldn't tell the difference between documents. He gave me the outcome and I laughed in his face. He then asked me "why did you come here?" my response to that is I thought I was paying for service not doing it myself. I went from owing $1800 last year to owing 15,000 this year with no change in salary he could not explain why for the fucking life of him. Avoid at all costs. The only reason this place is still in business is because of people who have no idea what's going on.

This is a place I feel comfortable handling my money. Everyone there has been honest and has worked…read morewith me the way I need to get my taxes in order. The digital ease H & R block app gives is amazing on its own. And with a great team, taxes feel easier than ever.

Called this gentleman last year for a couple questions and he was very polite and professional and…read morehelped me with everything.

Handled my Tax Returns very professionally. Simeon is very personable and experienced.read more