Priority seems to be what is best for Kaplan not his clients. I asked about solar credit for a…read moresecondary house he did not know the correct answer and just guessed and when I corrected him he refused to admit he was wrong. He requests to be paid monthly in advance so if you decide not to use his services he will ghost you if you request a refund !

For 2023 tax filing, I reached out to Aleksey for a complex situation which my accountant couldn't…read moreresolve. Aleksey was able to help me and am impressed by how he simplified the process with a well-oiled system in place. His professionalism and his staff's timeliness are a breath of fresh air and surprisingly reassuring making you feel they've got your back. One thing to note, it may be just the season/IRS timing but never in my experience did I see tax filing processed so fast. I'm thankful for having found Aleksey and his team. I think he'll be my go-to from now on :-)

I have been working with Andrew for several years now for both my family's taxes as well as my…read morecorporations. We could not be happier with him. He is extremely thorough and communicative. He quickly followed-up directly with the IRS when they had questions in the past. He is also very fairly priced for the quality of work he does. Highly recommended to all!

Andrew Mason is a truly impressive accountant. I hired him over 10 years ago and I have recommended…read morehim to friends and family who also are extremely pleased and impressed by his professionalism and expertise. He is also always quick to respond to any inquiries that I have. He does my business and personal tax returns. I highly recommend Andrew!

I have been filing my personal taxes with A&J Financials for over 10 years. I have referred all of…read moremy friends and family members to Mr. Andy. He is now, the accountant over my husbands business taxes and held our hands through the process of purchasing our home. When I say he is timely, accurate and so VERY good at what he does... I mean every word. Thank you to Andy and his team for their years of dedicated services.

I had a very disappointing experience with A & J Financial LLC…read more My 2023 tax return required IRS corrections after filing, which resulted in significant delays to my refund. I ultimately had to hire another tax professional to resolve the issues and incurred additional out-of-pocket expenses. After the IRS completed its corrections and released my refund, I received only a portion of the funds that IRS records indicate were issued. Despite multiple attempts to obtain an explanation and supporting documentation, I have not received a satisfactory response regarding the remaining balance. As a customer, I expected transparency, accurate tax preparation, and timely communication. Unfortunately, my experience involved prolonged delays, additional expenses, and difficulty obtaining answers regarding my refund. Based on my experience, I cannot recommend this company.

Stefano CPA is outstanding! He handled my 2024 personal and business tax returns flawlessly,…read moremaximizing my deductions and making the process stress-free. Highly recommend his expertise

Not only do I recommend, I have recommended Heritage for many years now. They are long-time…read moreprofessionals and knowledgeable in all aspects of accounting and tax. (you might get a valuable counseling too while you're there). Deep wealth of knowledge and roots in the community. Yes, I would recommend, and know that the referred was well served.

Tom at Heritage gave me his total attention. I had advice that was traditional from my previous…read moreaccountant of 30 years and I needed some forward thinking. I needed to put my Christian values at the center of my accounting and show my ex-partner the love and caring that I still had despite our split. My former accountant didn't see the big picture and Tom's team helped me find the right balance between "looking out for me" and being kind to a former partner who had given me good memories and who was not seeing the full picture. Thanks to Tom and his team, I can sleep at night.

Burton & Company , CPA was my mother's (Dr. Adriennne Sillman Ed.D.) accountant for many years…read morebefore her passing. After her passing, Andrew Burton became the executor of her estate. He has handled the entire process with kindness, integrity, and fairness. The beneficiaries of this estate include myself and I can tell you firsthand that this was not an easy estate to handle. Money and greed bring out the worst in people, and that absolutely happened here. Andy in his wisdom used SJF Law Group to maintain the highest level of ethics and accuracy regarding disbursements and to respect my mother's wishes. It is unfortunate that he felt he had to protect himself from legal action just for following the instructions left to him by the will. Although at times I have felt frustrated by the difficulties presented in our unique case, I know that Andy is not to blame. I would absolutely recommend him in the future to anyone with accounting needs, or estate planning. He is who my mother used, and mother absolutely knew best. The support staff at Burton CPA is also phenomenal. I've called many times, for many reasons, in many moods, and everyone I've spoken with has always been very helpful and extremely professional. Thank you to everyone for a wonderful experience. Sincerely, Jennifer Dame

AWFUL!!!!!!! NASTY PEOPLE. STAY FAR AWAY from these people. This is a 100% Honest review. I was…read morerecommended to this accounting firm via my fiancee who has been working with them for over 10 years. First they overcharged me to file my S-corp paperwork. I knew this, I said nothing fine. 2 months later I had a question regarding taxes. I reached out to them and they never responded. I took care of it myself and got the answer I needed straight from an IRS agent. By the way it took the agent 1 minute to answer my question so no doubt any competent CPA could've answered me in the same amount of time. Still I said NOTHING. 3 months later I got an email from Michelle with an invoice for said services. Unbelievable! I reached out kindly asking what it is for. I even reminded her that she never responded to my request as I happily pay for any services rendered. The response was the nastiest response ever! Customer Service anyone?????? It's no wonder why online CPA's are destroying these mom and pop CPA's. All well deserved! I strongly advise exploring alternative options. Your hard-earned money and peace of mind deserve better than the lackluster service and unexplained charges that Burton & CO seems comfortable providing. Remember, without customers, no business can thrive. Choose wisely and ensure your financial affairs are entrusted to professionals who value and prioritize their clients.

Jane is a company lifesaver! I started working with Jane after an unfortunate fallout with another…read morebookkeeper who never did my books properly. As a result, I couldn't file my company's taxes, Cox Marketing Agency, on time or correctly. Jane had to go back an entire year to sort out the mess so I could file. She also recommended a wonderful tax professional who was able to extend our taxes without penalties. Jane completed the books with complete transparency, which made a huge difference. As a business owner, it's crucial to see your numbers clearly, and Jane made that possible. Bookkeeping is such an important part of a business, big or small! I was surprised to learn that it is not only a vital aspect but priced perfectly to fit within our business budget. I know a lot of business owners who don't have a bookkeeper because of the costs, but it is nothing compared to the peace of mind you have month to month and year over year. Jane set me up on QuickBooks and provided guidance and training to help me see trends. We speak at least once a month to review our monthly statements and analyze trends. Jane always points out anything that is on track or off, which is one of the amazing benefits of working with her! She provides guidance along with our tax consultants on important deadlines, such as annual filings, business tax due dates, setting up payroll, tax deductions, and even collaborating with our tax professionals for significant company purchases. I run almost every big charge through her just to ensure we, as a company, stay compliant and under all the proper rules. If I have any questions, she is more than happy to jump on a call with me. Thanks to Jane, I now have peace of mind about my financials. This is my third year with her, and I have nothing but positive things to say. Without any reservations, I highly recommend her!

Excellent service !!! Jane has been working on my bookkeeping for over a year now and she has…read morealways been super professional and attentive. She explains every detail and clarify all your doubts!! I am happy to have found Be Balanced Bookkeeping. 100% recommend it !!!

Friendly, Fast & Fabulous!!!…read more Ever since one of the top two, well-known, tax preparer companies totally messed up my income tax return many years ago, I've resisted entrusting anyone to complete this annual obligation for me. But with an ever-expanding to-do list and a great fear of missing another filing deadline, I sent up a last minute plea for help and like Batman, Craig came to my rescue! The other Yelp reviews were right. Craig was so helpful. He didn't berate me for getting caught in the filing deadline crunch, but instead he put me at ease and quickly outlined an action plan. Thanks again Craig for your professionalism, clear communications and hard work. Looking forward to using your services again next tax season, only earlier--I promise!

Found this company on Yelp. Read the all the amazing reviews and after doing business with them,…read moreit's all true. Would definitely recommend! They are very welcoming and professional, with expert CPA staff. When you call, ask for Craig, he was extremely helpful and knowledgeable on all things tax and finance related.