My tax returns have been handled by Annise Brokstein for over 10 years. As my finances became more…read morecomplex during that time, she was there for me with her considerable expertise and knowledge. Her prompt responses to my questions all year long (even during her busiest months) are valued and appreciated. She always responds. I look forward to our annual meetings in her office, where I never fail to learn something new. My highest praise for this woman and her firm.

I met Annise Brokstein in very difficult times when I thought everything was lost. Annise took the…read moretime to listen to me and the issues that I was facing. After my first meeting with Annise, I immediately knew that I not only came to the right office but to the right person. The way in which Annise explains things are easy to understand, you immediately know that she is well prepare and the awards and certificates on her walls speak for themselves. Before coming to Annise, I looked and talk to many CPA's but no one was really concern about my financial needs and in the situation that I was facing at the time, other than another client and many wanted large deposits in advanced. Annise took me in as a new client knowing my financial situation and the risk that she was taking with me and needless to say, I am still her client after 7 years and I look forward to many more years to come. There is no one day that goes by that I am not thankful for what she has done for me and the fact that she is my CPA and financial advisor. For what it is worth; take the time to think what your CPA is doing for you other than planning and preparing your taxes and take the time to spend 20 minutes with Annise Brokstein. The difference is in the financial and emotional results.

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!

This is a long overdue review! I hopped online looking for Arlene's/Kirsch company to send her link…read moreto someone and Yelp popped up- I can't believe I never left a review! Arlene has been our CPA for upwards of 20 years- we have a small business, rental properties, and generally live life with all its tax implications, and Arlene is always there to sort it all out for us! She's passionate (about taxes, blows my mind! ), patient in explaining it all, and we really like her as a human being (yep, CPAs are humans, too!). She's funny and engaging, not required skills but makes writing the IRS those checks somehow a little easier. If you're lucky enough to make it on her clients list you won't be disappointed!

Arlene was great to work with. She was patient and took the time to explain things to me since…read morethis was our first year filing long form. She certainly made a lot of the anxiety surrounding tax preparation go away.

Sharon Rubens has been my tax accountant at 3 different midsized companies since 1996. She is…read moreamong the best professionals that I've ever worked with. Her work is impeccable and reasonably priced. Most importantly, her counsel is invaluable. She's very clear in explaining tax implications and is always ready to be a helpful sounding board on any issue. Her and her team have my highest recommendation.

Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

They've been doing my taxes for a few years, I only go to them now because they make life so much…read moreeasier!! Such great attention to detail, I don't have to worry or stress that I messed something up anymore because they truly take care of you. The best and easiest experience with taxes you could ask for. Highly recommend for others seeking someone trustworthy and reliable. Five stars and thank you!!!

Called, spoke to Susan, when I said I was looking for a new accountant, she laughed and said "why…read moreare you looking for one now". I explained my previous accountant went out of business, she still thought that was funny. I was so disappointed in her response , unprofessional and obviously does not want new clients. Even stranger she said she needed to see my last year's taxes to determine if I was a good fit for her company. I have never been treated in such an unkind by any Lafayette business in the 20 years I have lived here.

Recently I had a question about my mother's taxes. Although I am a client of Sues my mom's is not…read morea client . Sue was very nice to take a look at my mom's paperwork and made me feel comfortable about what I needed to know and I could advise my mom without worry.

My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

We have been working with Elisabeth for a few years now. When we joined this group, we joined a…read morefamily. She cares deeply for her clients not only on a financial level but also on a personal level. Every time we call with a question, we are not given an answer but a lesson - she wants us to understand what we are doing. She truly loves her job and the challenges set before her. I would recommend her without hesitation!

I have been working with Elisabeth for years. She is extremely knowledgable, thorough, and caring…read more Highly recommend if you need a financial planner.