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 was recently looking to change accounting firms and put out a message on Yelp and got a few…read morereplies and chose Strategic Tax & Accounting. Paul promptly replied and we set a date which he was extremely flexible with and we appreciated that. We met, he did our tax returns quickly and we picked it up and he took care of the rest. We got a senior discount and first time client which I appreciated and our taxes are done! Paul made it very easy to complete our taxes we had the option to do everything online which I will consider next year. So easy. Look forward to using them in the future.

From the owner: Strategic Tax & Accounting Services offers comprehensive accounting solutions designed to support…read moreindividuals and businesses in achieving their goals. Specializing in bookkeeping, financial document preparation, tax planning, tax preparation, tax filing, as well as new business formation, our firm delivers personalized strategies to optimize tax savings, streamline finances, and establish a strong financial foundation. With a proactive and detail-oriented approach, our dedicated team ensures every client receives expert guidance and tailored support for their long-term growth and financial well-being.

I have been working with this location of Office Team for some time now. I have found Kaitlyn to be…read morevery professional and friendly; prompt in responding to questions and requests; and very clear in her directions and explanations. I would readily recommend her to any job-seeking candidate.

Talk about rude, they give you a time for an appointment and forget about it. The one lady named…read moreKaitlyn forgot not once, but twice that we had a scheduled interview. The first time she forgot she had a meeting and apologized, and I understand, sometimes meetings happen and it's fine, but the second time, after waiting 20 minutes I called to let her know we had an interview. She didn't apologize and jumped on as if nothing happened. I don't feel confident about this place now.