they're supposed to be helping with career counseling and life coaching, and other areas to improve…read morepeople and their well being, I guess overall and my feedback was from both representatives that they cannot help me made me feel very devalued. They can improve their value of service request. At least possibly try to help in other areas. It seems though this place is located in Allentown PA 18106 and I will be reporting them in a Better Business Bureau for further investigation.

I started working with Dale because I was struggling to effectively manage projects that don't have…read moreset deadlines. Dale started by prompting me to think broadly about my goals in life, where I am, where I see myself going, and how I'm going to get there. By talking on a regular schedule, Dale has helped me create accountability structures that work for me, while also checking in to see if my day-to-day routines, including rewarding myself for accomplishments, are working and what I can improve. Knowing I will be talking to Dale nudges me to meet the goals I set for myself, and when I miss them, his approach is constructive and forward looking. He is a caring and upbeat coach who helps to keep me on task to be the professional I aim to be.

I've worked with Cataldo Financial for years, and am truly thankful for their advice and guidance…read more Anytime I've called or contacted John, John or Angelisa they've gotten back to me quickly and with answers to my questions. I would highly recommend their services to anyone.

Whatever you do, stay away from John Cataldo and associates. He makes a living off the fact most…read morephysicians and dentists don t know anything about running their businesses and then cons them for unnecessary services while refusing to divulge what he is doing and how much it will cost. Then when you call him in on it he yells and threatens. Case in point, I just got charged $600 for two phone calls! My attorney, who is quite pricey, doesn't even charge that much. My bill with John YTD is almost $5,000 dollars just for filing my taxes. When we told John we got a letter from the IRS that he was off by $14,000 (!!!!) in the IRS s favor on our returns he told us to just ignore it. My wife had to handle the issue because John couldn t be bothered. We asked John to give us an estimate before providing services and he refused. Then he hires his daughter and she gets put in charge of my account. What are her qualifications? What is her experience? We get told not to ask. The first thing she does is completely reconfigure my chart of accounts. With no notice and no explanation. It was fine for last year and fine for John for the first 11 months of this year. Now suddenly it has to be completely revamped for no reason. And I get billed for it. John was asked to provide notice and reasons for services, not to just do something and charge us for it. John's response was he does what he wants and anyone who doesn't like it can leave. When John was told this was unprofessional he just exploded and hung up the phone. This guy is predatory. Lots of others with similar experiences. Stay away! ****Just an update on John P Cataldo. After publicizing Mr. Cataldo's unethical and unprofessional behavior, he has resorted to sending me harassing emails, calling me names and even making veiled threats of physical violence against me and members of my family. And I quote: "I will be dealing with you.". I have reported him to the police. In this day and age you just can't be too careful when someone starts making threats!!

After being referred to Matt, he was responsive, attentive, knowledgeable, and willing to give…read moreguidance on some of our IP taxation questions. Matt made time for us when we were under a tight deadline, answered our questions efficiently and effectively, and helped us get clarity where we needed it to move forward. He was extremely professional and I would recommend working with him.

I worked with Advanced Accounting and Tax Solutions for nearly four years in formlong my LLC,…read morefiling both my personal and business taxes, and handling payroll. For tax year 2025, all documents were submitted and a written agreement was signed for this firm in February to complete my taxes. Tax day passed and there was zero communication on the status of my taxes. Calls, texts and emails were ignored or pushed aside before this firm stopped responding altogether. I had to contact the IRS to confirm that this firm failed to file my taxes. To this day no apology or explanation has been given. Do not trust this business to handle your taxes.

Working with Brown's fulfillment consultation & accounting firm was the the best decision I could…read morehave made for my business. She was very professional, extremely knowledgeable, and very personable. When I first walked into her office I felt extremely overwhelmed with the process of keeping my business's finical information organized, but I left feeling confident and reassured that everything was in the best hands possible.

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.

If I could give zero stars I would. I used this company from 2018-2025 for my small business. I…read moreassumed a company of CPAs would know how to do taxes, however I was incorrect. I questioned them for years on the inventory issues and finally fired them a year ago when they suggested I use someone else's sales tax ID to order wholesale items for my business. I had an independent accountant review my taxes and it turns out that they had in fact counted my inventory correctly every year and in 2021 alone I am due an amended return of $22,000 minus a $12,000 disallowance from the IRS. We still have to do 2022-2023 amended returns. This company has put me at risk of having to file for personal and professional bankruptcy and losing my health insurance as a disabled person. I cannot express how horrifying this experience has been and how they have screwed up my life and finances for the foreseeable future. Avoid at all costs If you are a current small business client with inventory products AND material components, get a second opinion, because they may have screwed you over too.

Man. What a bummer. I was recommended these guys from someone I trust, but they totally left me…read morehanging. They are very poor at communicating. The services they offer are very expensive but cover various areas. I paid them a large amount of money for a specific tax request just to be told that my payment dud not include the service I requested. That was infuriating. These people know their field, I'm sure, but their communication is just horrible. They feel like a company that is stretched too thin to provide any level of competent customer service whatsoever. I will not work with these people again.

They are one of the most inferior accounting firms I have ever dealt with. They only act in their…read morebest interests (more billing), and show no fauduicary resonsibility or care for their small business clients. Over the past few years our company has been paying for quite a few of their accounting mistakes and oversites. I recently had a conversation with another local small business owner, they too experienced average tax services and poor general business consulting from Daniel Soliday CPA. I would be careful if you plan on trusting this organization

From the owner: Daniel Soliday has 21 years of experience in Certified Public Accounting as well as Business…read moreconsulting. He provides excellent service in Personal Tax Preparation, Business Tax Preparation, Computer Accounting Services, Financial Planning, Retirement Planning, Estate Planning, Business Consulting , and Business Valuations. He is certified and insured. Located in Perkasie, Pennsylvania, serving the Bucks County Area. He has been in business for himself since 1994.