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.

I had a deeply disappointing experience with this firm and cannot recommend their services. Every…read moredocument filed on my behalf contained errors--ranging from incorrect business names and dates to entirely wrong titles. Not a single submission was accurate. On multiple occasions, Kumar included other clients' names in my paperwork and even sent my personal information to unrelated parties--an alarming breach of confidentiality. Communication was also a serious issue; many of my emails went unanswered, and when I followed up after reasonable delays, his responses were defensive and unprofessional. Most concerning, the full scope of work we agreed upon was never completed. When I raised this, I was told it would "only take five minutes," which felt dismissive considering the pattern of careless mistakes. To this day, there is work I paid for that remains unfinished--but given the experience, I don't see the value in pursuing a refund or completion. To make matters worse, Kumar went on vacation shortly after submitting incorrect filings and never followed up to make the necessary corrections.

Been going to them for a while. My taxes are cut and dry. Very easy. Notified rates were going up…read more Not happy but ok. Then they made me fill out a new client form so I asked if someone brought the buisness. They said no. So I asked why. They said the owner was making everyone fill them out. Then I found out why. They wanted to put my credit card on file in case I didn't come and get my taxes when they was done. I could understand if I was going to owe money but I never owe money. Also last year they didn't contact me until June about my paperwork being done or paying them so with all that being said all I can say is bye bye. You lost a good paying customer due to your stupidity

This firm's service has gone from bad to worse,they totally screwed up my family members taxes from…read morelast year.Preparer Carol Ballif was unresponsive to phone calls and incompetent in her preparations which cost family member money in fees.They made the mistake of staying with this firm to finalize a deceased mothers estate.Been nothing but turmoil.Do not make the same mistake.

Mark is great to work with! His vast amount of knowledge and skills made me feel at ease when it…read morecame to my accounting needs. As someone who was a bit lost in the process, Mark made it seamless. I couldn't have done anything without his immense amount of help and the work that he put in. I cannot recommend him enough!

From the owner: nothing unique and nothing specialread more

John does a great job with taxes. Good conversation and solid tax advice…read more Tax preparation costs are on par with most tax services. I have not used him for financial advice as of yet.