I requested a tax preparation for my elderly father as POA. Given the brief information I provided…read morein the Yelp request, Philip was able to determine that I needed to file for three tax jurisdictions: federal, NJ non-resident and CA resident. After sharing tax documentation for my father, Philip worked quickly to prepare drafts of the tax returns within two days. We signed and finalized the tax return e-filing the very next day. He was able to walk through the complex real estate related capital gain/loss tax issues from step-up basis from a death of the spouse, federal exclusion for principal residence to NJ refund of estimated gross income tax collected at the time of closing. In fact, he had prepared the appropriate refund claim documents that I can send to NJ Division of Taxation without any additional charge; I am quite pleased that Philip did not require an additional fee to the initial quote that he provided as the response to my Yelp request for these extra claim documents. I feel that PA Financial, CPA had charged a reasonable tax preparation fee given the complexity of the tax issues involved. All throughout the tax preparation process, Philip was responsive to my questions and concerns and accommodated for the difference in timezone (I lived in CA). Although I do not have a future need for NJ tax filing, I would highly recommend PA Financial, CPA firm for your NJ resident or non-resident tax preparation needs.

PA Financial helped me a lot with my tax returns! I had to file an amendment to my 2021 returns and…read morethey were extremely efficient in sorting out everything. They were so thorough, efficient, and caring that I sought them to also file my 2022 returns. I strongly recommend them!

I'll start with I had used Otrimski Accounting Services apps 2012 to 2015. Basically cookie cutter…read moreaccounting. Did I donate to a 501C3 those years? Yes Did Ottimski Accounting Services make any adjustments to my taxes those years after my contributions? Hell No. But I put up with them. When my employment and tax assistance needs had changed in 2013 was Otrimski Accounting Services knowledgeable about how to best assist my needs for a knowledgeable accounting agent ? Hell No. I don't believe either Nancy or her then assistant could spend five minutes of their time to do any research to assist my needs when my employment situation had changed. From that point on the only conversation I received from Otrimski Accounting Services was photos of Nancy's pets and Sign on the dotted line. Nancy's feeling sleepy again today and really can't help me. But sign on the dotted line bc the IRS requires that you do what we tell you to do. Like I was saying earlier ok for a while but push comes to shove and Nancy's sleep- working at her desk. One hand doesn't remember what the other hand did. I regret not paying Nancy for my 2014 tax adjustment attempt 1040X. (and perhaps if Nancy had not lost my 2013 1040 form on electric file) However the story was again clue at all what Nancy's assistant had strongly asked me to sign in 2014 so I apologize to Nancy for having used her business when a knowledgeable professional would have been able to assist me with my changing tax structure. Try No-Doz Nancy.

Professional and caring. Jay takes his time to understand his clients and their needs. Highly…read morerecommend this firm.

From the owner: A small accounting firm’s model in Business is its integrity, its ethics, and its word of honor…read more Seems very old-fashioned in today’s world of AI, Chat GPT, and Technology. We look to a relationship with our clients, to assist them with identifying or presenting ideas to them. When we speak, text, or get emails from our clients we tell them our thoughts sometimes in writing or sometimes on the phone. We are a small firm Yes, Technology is a novice or immature, but not all. Yes, we do everything Bookkeeping, Personal and All Business Taxes, Non-Profits, Consulting, State Compliance, and Advice and Technology. We have resources from our associates, we are different because we are a firm interested in our clients.

Great professional personalized service at a fair price. I highly recommend Dr. Mellish and will…read morecontinue using his services.

Been using M&Y Financial for years and they have yet to disappoint. Always quick to respond to my…read morequestions and give detail answers back. Highly recommend for anyone!

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!

So far a pleasant experience dropping of our files. Accomodating. Comfortable waiting area. Will…read moreupdate further soon

From the owner: We offer a unique, low-pressure approach to personal and professional services. We have an…read moreexcellent client-retention rate, and are extremely proud of the high-quality services that our firm provides. We will work with you to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

i love jackson hewitt i use them for years im very ill not strong enough to do my chores yet sorry…read morehad to cancel i will visit when better so the tax people and others wont get sick from me