I emailed this firm a month and a half ago requesting help with a form 706 filing later this year and income taxes for 2025 and they never responded. Not sure about their work product but definitely 1 star customer service.. read more

Rick is a great accountant! Fast and thorough! Excellent communication and helpful advice. Highly recommend!

Best tax experience I have ever had in over 30 years of dealing with accountants! Rick is personable, easy to understand, available to answer questions, and clear in his answers. He had my taxes done a week after he received the information for my C corporation and personal taxes. I recommend him highly! Deborah-Marie D. read more

I called and spoke with Rick briefly. He was polite and asked me for information on what I was seeking, then cut me off and said he would call back - which he never did. read more

I have a small business, yet I get intimidated when it comes to taxes. Having Rick as my accountant for the past two years has been amazing! He is always open to questions, no matter how seemingly dumb. He explains things well, and always offers to help. This is my dream come true -- an accountant I can actually work with and understand. Thanks, Rick, for all of your help! read more

Rick is responsive and informed! He makes the tax process easy and is always available to answer questions.

Rick has been doing our taxes for several years and has always been responsive and fast. He has had no problem dealing with relatively complicated personal returns and has taken the time to explain anything we don't understand about tax law. Have recommended to many friends and wilp continue to! read more

I've been working with Rick Bornstein for both my personal & business taxes for years & am very happy with him. I especially appreciate that he is digital-friendly and they we're able to handle the whole transaction via DropBox & email. He's also responsive via email year-around (as questions emerge). read more

Rick Bornstein is wonderful to work with. He keeps up with the tax code and helps us figure out our deductions while navigating the trickier aspects of our household and business taxes, which use just about every form the IRS has. Rick is patient, generous, clear, and knowledgeable with his answers and we look forward to working with him every year - not something I thought I could say during tax season. I highly recommend his services. read more

Rick has done my personal taxes the past three years now and has always been exceptionally responsive, timely, giving with his time, and good-humored. I would highly recommend him to anyone. read more

When our taxes got too complicated for us to manage on our own, we decided it was time to get a CPA. Enter Rick, who handled everything online, and saved us thousands. He is easy to work with, and communicates clearly and honestly. We have worked with Rick for two tax seasons now, he has saved us time and money, and we no longer stress about getting taxes done! read more

Rick is incredible to work with. He goes above and beyond to assist you with your business and personal tax questions. He even writes a monthly newsletter to inform you of any news that may affect you or your business. A truly competent and approachable accountant, I am always delighted to do my taxes now. I will only use Rick and highly recommend him to my friends and family. read more

Rick has become an integral part of my business, a trusted advisor, and a friend over the 8 years I've been working with him. No question is too small and not only is he incredibly responsive, but he helps me make sense of complicated accounting rules. I also use Rick for my personal returns and he is again an invaluable asset. I can't recommend Rick highly enough. read more

Rick has done our taxes for several years now and has always been very responsive to questions, diligent in his work, and reasonably priced. Each year Rick makes the process simple. We've had a range of special circumstances around investments, businesses, and tax amendments that Rick handled with ease. He's also super quick to answer questions throughout the year and during tax season. Highly recommended! read more

Rick is great! Makes everything very easy to understand and the process of doing my family's complicated taxes always goes very smoothly. He's also extremely accessible and replies to emails quickly. I highly recommend him. read more

We've been using Rick for a few years, ever since we acquired a small rental property and I decided my TurboTax skills were not up to the challenge. In addition to promptly preparing and filing the returns (I'm the slow link in that chain, by far), Rick provides great advice throughout the year whenever something unexpected comes up. The logistics are streamlined, using secure file transfers for electronic documents. This makes it really easy to review and archive all the documents. Our first quarters have been much less stressful since we started working with Rick. read more

I just had Rick help me with an amended return, and I highly recommend him. I had assumed the job would be too small for him to even want to take (it was straightforward--I just didn't trust my own capabilities, and needed to get it done ASAP). But he graciously and promptly took it on, and even helped me find a way to simplify the process so that he would be able to finish it more quickly, and bill me for the least amount of time! I greatly appreciate that. I'm always happy to support local businesses, but am particularly glad that I found an excellent accountant right in my neighborhood. read more

Rick was wonderful to work with. We contacted him just a few weeks ago to see if he could do our taxes. He was very responsive through the whole process and promptly and thoroughly answered any questions we had. We have a busy life with two small kids and we dread tax season because it often felt like so much work. He made the process of doing our taxes feels as painless as possible. He is also very fair in his pricing. We can't recommend him enough and will of course be using him in the years ahead. read more

Rick has been doing our personal tax prep for the past four years and we are so thankful to have found him. The first year we met, Rick came to our house on a weeknight after we had put our son to bed. Since then, we have been coordinating over email and through a secure Dropbox folder, which makes the process so straight forward and painless. We have asked for his advice about the best way to file for our specific financial situations and completely trust his judgement (last year he did two draft returns, one with us married jointly and one married separate, just to be sure we were making the best choice). He is kind, patient, responsive, and incredibly knowledgeable. Highly recommend Rick! read more

I have known Rick for 10 years and he has been our accountant for the last 6 years. My wife and I own three companies and a non profit foundation. Rick has been doing our taxes since we started out first company 6 years ago and he has been able to handle our growing needs. He has done an outstanding job for us over the years. He notifies us a few time a year to let us know what tax laws have changed or are going to change that could impact our businesses. We talk throughout the year to look at where we are financially and where we will be at the end of the year so that we aren't trying to make last minute purchase to limit our year end tax exposer. He has also been doing our personal taxes. read more

Rick has been a great resource for our small nonprofit business. He has provided tax accounting and other government reporting services to us for 6 years. He is personable, down to earth, and gives thoughtful advice. read more

I called Rick for some help with my tax return. I'm a post-doc in a research lab and things can be tricky with grant money and IRAs. I talked to him on the phone, he went and did some research for me, and called me back with some good advice and answers to my questions. Through it all he was very kind and sincere. I'll definitely turn to him the next time I need help with my taxes! read more

I was very happy to find Rick which contact this venue facilitated; I've used him for two years now and very much appreciate his professionalism, courteousness and good nature and sense of humor. AND he has savvy Santa Fe style! ;-) read more