Bob Russo is one of the most knowable tax professionals I have ever met, and he has assembled an…read moreabsolute great group of other professionals to assist in providing his clients excellent tax advice as well as other accounting services. I started working with Robert P. Russo, CPA, PC in regard to my 2018 income tax filing. I had been using another firm who had created a huge problem for me both personally and for my business. Most of my contact was with Bob, Claire & Susy and they were able to make the necessary corrections to get me and my company back on track. Throughout 2019 I have maintained contact with this firm and convinced that not only my past issues totally resolved but that we also have taken the appropriate action to avoid any potential future problems. I sleep a lot better knowing that both my personal and business tax & accounting information are being handled professionally by true knowable and professional people. I would highly recommend using this firm.

Have to admit this experience was a bit uncomfortable for me. It may be. a great tax office but I…read moredid my due diligence before coming in & was basically "turned down" or given misinformation before my arrival. First, the front desk & whoever answers the phone we're so friendly but when I met Robert he turned me down before even looking at my tax return. Stating "I don't want to take your money". I assume he has a fair thought process for this but it didn't come across that way. He said my tax return wasn't too complex. I appreciate his honesty but I'd remind him that I made a trip to his office & you should always treat everyone with some level of respect. Not quite sure what he was using as an indicator to not take me on as a client but I've never heard of a CPA firm making someone feel like I was wasting "their" time. Mind you, he still has no clue what my 2017 take home was. WTH is that. Can't help but think he prejudged me. Matter of a fact he recorded I use Turbo Tax. Wow. My advice to Robert is to commit the time you promise, 1hr, look at a person's return to understand their taxes, & let them come to a final conclusion if they would like to pay to your fee. Otherwise you have people like myself confused as to how you made your assessment that I wasn't worth taking on. News flash my demographic is the new future "hypos" of the world...do your research on the word & demographic. I am disappointed.

I'd been doing my taxes through Turbotax for years, and finally this year my taxes were too…read morecomplicated so I decided to go to a professional. I'm so glad I did. John is thorough, calm, and very detail oriented. He went through my previous tax returns and found deductions that I didn't even know that I missed. He sorted out my taxes without judgement or snark. He also gave me great advice on healthcare and my upcoming tax year. Just a great guy. I'm happy to have him as my new accountant.

John is amazing. I found him on a list for EA agents. Prior to this I was having my taxes…read morecompleted in NYC. John has found ways to save me much more on my taxes. He is very detail oriented and when you are there you don't feel like you are being rushed (the NYC firm was crammed and I didn't feel like they were actually listening to me). If you want a Tax adviser that actually cares about you and your finances than I suggest you go with John. Within changing my careers he has also provided me with insight on my taxes (it is not as straight forward as before). My husband has a small business and John also has provided a lot of sound advice for him as well. We just got married and he was helpful with joint filing too. Last thing... He is a really nice guy.

This was my first year working with Brian. I'm just bummed I didn't find him sooner! My emails and…read morecalls were returned promptly and all my questions answered patiently and professionally. My paperwork was filed, my estimates prepared and everything set up for automatic payments going forward. Thanks, Brian. I'm thrilled and look forward to return-ing ;-)

Walls Financial Group has been managing my money and accounts for several years now and I can't…read morebegin to tell you how much of a relief it was to find such a pool of professional, dedicated and loyal people. I have quite an intensive invoicing system for work and WFG manage all of this with great ease and it brings me such peace of mind knowing that I can trust that they manage my finances, so I can focus more on my creative role as an artist. WFG I couldn't do it without you. Thank you.

After over 20 years of personal and home office tax accounting, and them reaching out to make an…read moreappointment for this year 5-6 weeks ago, they cancelled with a few hours' notice, after I had uploaded all documents to their secure portal. My last straw with a declining business. This stems back to a dispute from last tax year--they did not review my return carefully, resulting in a careless error in reporting out of state income I documented and a five-month delay in getting my state refund. They were casual and non-communicative about a letter from the state with a deadline for response, to which I had to rush a reply to get a postmark to be in legal compliance. They were indifferent that a significant refund was at stake. In a previous year, a server went down and they lost all returns. Careless. Another year we had to submit additional documentation to the state as they said that their software had a glitch which affected many clients' returns. Bureaucratic and unreliable. Tony used to provide a personal touch. But it's a large bureaucratic operation, he doesn't even give a simply reply like "I'm working on this matter" when he is CC'd on an urgent matter. The receptionist tell you "it was on Tony's calendar for last week," not "Tony has taken care of this." It used to be in person annual appointments, then went to Zoom, and then became by telephone. The amount of time was reduced very year, even as fees outpaced inflation. It's overpriced, and the service and reliability are not at all what they used to be. Tony used to be a nice guy and very professional, but he's only a shadow of what he used to be.

Very unprofessional accountant. My company's payroll is delayed or forgotten about at least once a…read moremonth, when I ask why I get an indifferent response. The service isn't cheap so I'd expect at least a high level of professionalism.

Excellent I trust them completely to Prepare my tax…read morereturn accurately Do not hesitate to use this company

Efficient, kind and helpful,as I was very anxious due to complicated (to me)…read moreSituation. Chris reassured me, and my return was completed in a very timely way.

Hands down the best accountant we've ever had. Will not let anyone else ever take care of us or our…read moretaxes!!!! Been using him for quite a few years now and love him and his extremely attentive staff! He's down to earth, funny and a nice guy too! You get what you pay for and he's worth every penny!!

I've used Robert J Klein, CPA for over 5 years now. They are true professionals - knowledgeable and…read moretimely. While tax season may be a drag for most, I rest easy knowing I am in reliable and dependable hands. The entire team is great. Cannot recommend them enough.

Jonathan was very responsive at first, but the minute we paid over $1,000 to hire him and he…read morereceived the money, getting any response from him was nearly impossible. We ultimately told him we wanted our money back because he hadn't provided any service, didn't answer any communication and didn't file our taxes, he originally agreed but offered one call. Jonathan was late for our call which lasted only 5 minutes during which he only confirmed that the research we did (since he wasn't answering our questions before) was accurate. We were still not satisfied as no advice of any kind was provided, only an excel spreadsheet that looks likes a bad version of TurboTax from 2 decades ago, Jonathan then changed his mind and offered to reimburse only 50% of our payment knowing that no service was still provided at this time other than 5 minutes over the phone to confirm a couple of accounting points we already researched for. He obviously stopped responding and we had to dispute the charge. Long story short: a dishonest thief

This is the worst tax and accounting company I have ever used. Please take your money elsewhere.read more

Scam artist. Takes your money and does not deliver anything in return. Provided all paperwork and…read morerepeatedly commits to getting it done but does not deliver.

Outstanding company! These folks, and David himself are a joy to work with. Thoughtful,…read moreresourceful, and diligent - you know you're getting great work, at an extremely reasonable price point. Mr. Weinstein is patient as well; he taught me more than I could find on short term rentals, AirBnB, and real-estate to help me strengthen my assets, and recoup as much as I could in taxes! If you're curious about this firm, do yourself a favor and give it a chance, you'll be thankful you did. Communication is everything in business, and they get back to you in a timely manner, every time.