I have known Victor Medina for over 20 years. I worked with him when he was practicing a different…read morefield of law. I recently reconnected with Victor to provide me and my wife with financial advice and asset protection. It became evident immediately upon meeting with Victor in his office that he has assembled a competent team of professionals. As I have advised my friends who are looking for similar guidance, Palente Wealth Advisors is one stop shopping -- legal advice, asset protection and investment vehicles. I highly recommend Palente Wealth Advisors.

From the owner: Palante Wealth Advisors focuses on post-retirement distribution planning, specifically with respect…read moreto income tax planning and inheritance optimization.

My parents used Bugdal Tax services for years, and now I use him. We feel very confident he gets…read moreus the best rebate possible, and the personalized service is great. I recommend him to everyone I know, especially those who aren't comfortable doing their own taxes.

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

From the other reviews, I must be the outlier for Chris' tax services, but I could not have had a…read moreworse experience. When I first met with Chris, I advised him that I was looking to hire him to calculate my quarterly taxes and file my 2023 return. Initially, Chris filed for an extension to file my 2023 taxes. Subsequent to filing the extension, I could not get in touch with Chris for months. When I did get a response to an email, it was short and did not address my questions. On September 18, 2024, Chris indicated that he filed my 2023 taxes and sent me a copy. Upon review, Chris filed a fraudulent business return and exposed me personally to a $5.9 million tax liability. Chris never showed me the tax filing, prior to submitting it to the IRS and NJ. After weeks of calling, emailing, texting, and showing up to his locked office; Chris finally answered a text and scheduled a meeting at my office. When he came to my office and met my bookkeeper, he indicated that he had most of what he needs and did not need anything from my bookkeeper. In fact, he did not have anything he needed to amend the 2023 return. When asked about the $5.9 million dollar issue, he said he thinks he duplicated a number and knows that I did not have the amount of sales reflected on my return. Prior to leaving my office, he said he will get the correct information in and be back at my office at 4:15 pm that day. He did not come back and I have not been able to reach him. I have been emailing, texting, and calling. There is not much more that I could do to warn anyone looking for a tax professional than posting this review, but I would stay as far way from Chris as possible.

From the owner: 25 years experience in this ever changing industry. We…read moreprovide personalized, private one-on-one service. Open all year and people are available for appointments at all hours. Our goal is provide a great service to our clients big and small. Home visits available to those in need. 100% Guarantee on all Tax Preparation Refund Loans available

Property Tax Assessment helped me lower my taxes by over a thousand dollars. A very friendly lady…read moreKirsten was helping me through the process and made her self available to talk whenever I had a question. Kirsten gave me specific instructions to follow and assured me if I followed them I would not have a problem. I followed each and every step and rest assured I won my appeal!! I couldn't be any happier with the service provided. All in all, I would most definitely recommend this company to anyone looking to lower their taxes. Kirsten was professional, very nice and most of all extremely helpful. Thanks again for all your help!!!!

This company is a fraud. They did nothing to help reduce my taxes…read more They said I would receive a letter in mail with an update. After I paid the fee requested, I never heard back from them. When I called their office and spoke to Kirsten, she had a number of reasons why I did not hear back. None of the reasons were valid. When I told her I was filing a complaint, she said she would return my money. IT's been a month and I still have not received a refund. My next step is to file a complaint against this company with the Attorney General's office in New Jersey. Lorraine Bodor

Personal services and very professional. They care about their clients. Their services are Tax…read morepreparation, Accounting/bookkeeping including QuickBooks, Consulting, and payroll Services.