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Vital Financial Solutions in Seattle, WA

Vital Financial Solutions

location_on Serving customers in Seattle Area with professional support.
  • 6.5
    Sulekha score
  • work_history10 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's unique needs. Our expert team ensures accuracy, compliance, and strategic growth, empowering clients with the knowledge and tools to make informed financial decisions. At Vital Financials, we are committed to building lasting relationships and guiding our clients toward a stable and secure financial future.Read more

FBS Group in Seattle, WA

FBS Group

location_on Serving customers in Seattle Area with professional support.
  • 5star1 Review
  • 6.5
    Sulekha score
  • work_history2 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investments, plan for retirement, or protect your assets, their team of experts offers personalized strategies tailored to your unique financial goals. Backed by industry expertise and a client-first approach, FBS Group Financial Service is dedicated to helping you achieve long-term financial stability and success.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Boston Solutions Group is a financial services firm that provides guidance and solutions to help individuals and families plan for a secure financial future. The firm offers services such as Financial Education, life insurance, retirement planning, college funding strategies, investment planning, tax strategies, SEP IRA, wills, and trusts. Their approach focuses on educating clients, understanding their financial goals, and creating personalized plans that support long-term financial stability. Boston Solutions Group also helps individuals explore opportunities to build a career in the financial sector while providing financial education and analysis for families.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Ranjana Banga is a dedicated financial professional committed to helping individuals and families build a secure and confident financial future. With expertise in financial planning, investment management, retirement strategies, and insurance solutions, she provides personalized guidance tailored to each client’s unique goals. Her approach focuses on clarity, trust, and long-term growth, ensuring clients make informed decisions at every stage of life. Whether it’s planning for retirement, protecting assets, or creating wealth, Ranjana Banga delivers thoughtful strategies designed for lasting financial stability.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

VVS Financial Services in Seattle, WA

VVS Financial Services

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history10 Years in Business
  • 20306229

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:VVS Financial Services is a client-focused financial planning and insurance consulting firm dedicated to helping individuals and families build, protect, and preserve their financial future. Led by Srinivas Bandam, the company provides personalized financial strategies designed to address life’s most important goals, including retirement planning, wealth protection, education funding, healthcare coverage, and long-term financial security. With a comprehensive approach to financial planning, VVS Financial Services helps clients navigate complex financial decisions through customized solutions that align with their unique objectives and risk tolerance. The firm specializes in life insurance, retirement planning, annuities, college funding strategies, tax optimization, mortgage protection, Medicare solutions, health insurance, and long-term care planning. Understanding that every financial journey is different, VVS Financial Services takes the time to evaluate each client's needs and develop strategies that support both short-term priorities and long-term aspirations. Their commitment to education, transparency, and personalized service enables clients to make informed decisions with confidence. Whether planning for retirement, protecting family assets, preparing for college expenses, or selecting healthcare coverage, VVS Financial Services provides trusted guidance and professional support to help clients achieve financial stability, security, and peace of mind.Read more

Visam Financials in Seattle, WA

Visam Financials

location_on Serving customers in Seattle Area with professional support.
  • 6.3
    Sulekha score
  • work_history Established Since 2019

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Visam Financials is your trusted partner in safeguarding what matters most to you in life. With a wholehearted commitment to your financial well-being, we bring innovative opportunities to your financial planning. Over the years, we have positively impacted hundreds of families with needs-based customized financial planning. For those who are enterprising and pursuing entrepreneurship in the financial services industry, we also provide an established, risk-free platform to launch your business dream. We have helped several families with no prior financial industry knowledge to launch a successful business in this industry part-time to achieve full-time success.Read more

Quantum Leap Wealth in Seattle, WA

Quantum Leap Wealth

location_on Serving customers in Seattle Area with professional support.
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • 4153441

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Infinitefs LLC in Seattle, WA

Infinitefs LLC

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history2 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:I am one of the most distinguished Financial & Taxation Services in Charlotte, NC. I specialize in Investment Management,Estate Planning,Retirement Planning,Financial Planning,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

Axon Financial Services in Seattle, WA

Axon Financial Services

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history9 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:

Axon Financial Services is a forward-thinking financial advisory firm committed to helping individuals, entrepreneurs, and organizations achieve sustainable growth and long-term success. Founded by Jinu Tharian,the company focuses on guiding clients through critical financial milestones, including business transitions, career advancements, and wealth expansion phases. With a deep understanding of the complexities that come with increased financial responsibility, Axon provides personalized strategies to manage, protect, and grow wealth effectively.

The firm stands out for its dual mission of empowerment and education, . Axon Financial Services not only supports aspiring entrepreneurs in building successful ventures within the financial industry but also works to simplify financial concepts for the broader public. By breaking down traditionally complex financial knowledge, the company enables clients to make informed and confident decisions about their future.

Through its unique Leadership Format System, Axon offers a structured pathway for individuals seeking to establish and scale their presence in the financial services sector. This system is designed to nurture leadership skills, encourage strategic thinking, and provide practical tools for business development.

At its core, Axon Financial Services is dedicated to building lasting relationships with clients and their families. The firm prioritizes trust, transparency, and long-term value creation, ensuring that every client receives tailored guidance aligned with their goals. By combining expertise, innovation, and a people-centric approach, Axon continues to play a vital role in shaping financial success stories.

Read more

MUDRA WEALTH CREATION in Seattle, WA

MUDRA WEALTH CREATION

location_on Serving customers in Seattle Area with professional support.
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:

Mudra Wealth Creation LLC, founded by financial professional Birju Thakkar, is a client-focused financial services firm committed to helping individuals and families achieve long-term financial stability and success. The firm offers a wide range of personalized services including Guaranteed retirement income for life, IRA/401k Rollover, Education Fund Planning, Tax Minimization Strategies, Principal Protection Strategies, Tax Free Retirement Income with MFIUL, Health Insurance ACA & Medicare Plans, Life Insurance with Living Benefits and LTC solutions. Guided by the belief that every financial journey is unique, Birju provides clear, strategic advice tailored to each clients goals, risk tolerance, and life stage. Holding respected industry credentials such as CLTC and RICP, he combines technical knowledge with a hands-on, relationship-driven approach. At Mudra Wealth Creation, the focus is on building financial confidence through education, ethical guidance, and consistent support empowering clients to make informed decisions and secure a stronger financial future.

Read more

Vyom Financial GROUP INC in Seattle, WA

Vyom Financial GROUP INC

location_on Serving customers in Seattle Area with professional support.
  • 5star5 Reviews
  • 6.5
    Sulekha score
  • work_history Established Since 2021

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Welcome to Vyom Financial Group Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.

As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.

In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.

Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.

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Shweta Patel Licenced Financial Professional in Seattle, WA

Shweta Patel Licenced Financial Professional

location_on Serving customers in Seattle Area with professional support.
  • 9
    Sulekha score
  • work_history3 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:

Shweta Patel is an experienced financial professional with a wealth of expertise in creating tailored financial strategies for individuals and families. Her extensive knowledge spans investment management, retirement planning, estate planning, and insurance, providing clients with a comprehensive approach to securing their financial future. Shweta's approach is centered on understanding the specific goals and circumstances of each client, ensuring that every financial plan is uniquely designed to help them achieve lasting security and prosperity.

With a keen understanding of complex financial matters, Shweta excels at guiding clients through key decisions related to wealth growth, asset protection, and long-term financial planning. Her work is not just about numbers; it's about empowering clients to make informed choices that align with their aspirations. Whether it's planning for retirement, managing investments, or protecting loved ones with appropriate insurance, Shweta's commitment is to provide the tools, knowledge, and support necessary to make sound financial decisions.

As a trusted advisor, Shweta Patel fosters long-term relationships with her clients, prioritizing their best interests and offering ongoing guidance throughout life's financial milestones. Her personalized services are designed to help clients confidently navigate the financial landscape, knowing they have a professional partner looking out for their well-being. For more details about her services, visit her profile on Sulekha.

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Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Ravi Kapalli is a financial professional who brings 20 years of distinguished corporate experience and four years in financial services to every client conversation. He leads with a clear vision: build a high-caliber team and expand entrepreneurial opportunity within the industry. His practice delivers a dual focus—personalized financial education and one-to-one consultation for individuals, alongside tailored pathways for aspiring advisors to launch and grow careers in finance. Ravi’s expertise includes tax efficiencies, risk diversification, estate planning, and business continuation planning. He primarily serves successful, affluent professionals, guiding them with clear strategies toward long-term prosperity, protection, and financial freedom.Read more

SG Financial Hub in Seattle, WA

SG Financial Hub

location_on Serving customers in Seattle Area with professional support.
  • 6.3
    Sulekha score
  • work_history4 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:SG Financial Hub – Financial Clarity & Secure Future SG Financial Hub helps individuals and families grow, protect, and manage wealth with confidence. With 4+ years of experience, we offer personalized financial strategies tailored to your goals and life stage. Our Services: • Retirement Planning • Investment Guidance • Tax-Efficient Strategies • Life & Health Insurance • Estate Planning (Wills & Trusts) • College Funding Solutions We simplify financial planning and provide clear, practical guidance so you can make informed decisions. Work From Home Career Opportunity Start a rewarding career in financial services with full training and mentorship. • 100% Remote – work from anywhere • No Experience Required – training provided • Earn While You Learn (commission-based) • Mentorship & Proven System • Flexible Schedule & Unlimited Income Potential Who Can Apply: Motivated individuals, job seekers, part-time earners, students, parents, or anyone seeking extra income. Must be a US resident willing to get a license. Key Financial Solutions: Term Life with Living Benefits Affordable protection + early access to funds for critical, chronic, or terminal illness. Indexed Universal Life (IUL) Lifetime coverage with tax-advantaged growth and market protection. 401K / IRA Rollovers to Annuity Tax-deferred growth + guaranteed lifetime income (private pension). Estate Planning (Will & Trust) Protect assets, avoid probate, and ensure smooth transfer to heirs. Notary Services Reliable notarization for legal and financial documents. Our Mission: To empower financial awareness and help families achieve long-term security and independence.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

KV Financial Solutions & Services LLC in Seattle, WA

KV Financial Solutions & Services LLC

location_on Serving customers in Seattle Area with professional support.
  • 5star6 Reviews
  • 7
    Sulekha score
  • work_history20 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:At KV Financial Solutions, we are passionately committed to empowering individuals and families on their financial journeys. Our mission is to deliver innovative, needs-based financial strategies that strengthen long-term security and peace of mind. Through personalized financial planning, we’ve helped countless families protect what matters most and build a foundation for a prosperous future. For entrepreneurial individuals eager to enter the financial services industry, KV Financial Solutions offers a proven, low-risk business platform designed to help you start and scale your own financial services business. Our system has enabled individuals—many without prior experience—to achieve remarkable financial growth. Beginning part-time and transitioning to full-time, our associates gain not only financial independence but also the freedom and flexibility to create a life on their own terms. Join us and be part of a mission-driven organization dedicated to financial empowerment, leadership, and long-term success.Read more

GST Financial Services in Seattle, WA

GST Financial Services

location_on Serving customers in Seattle Area with professional support.
  • 6.5
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more

Goodlife Financial Services LLC in Seattle, WA

Goodlife Financial Services LLC

location_on Serving customers in Seattle Area with professional support.
  • 5star5 Reviews
  • 9.5
    Sulekha score
  • work_history12 Years in Business
  • 20490343

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an exceptional ability to streamline financial processes, maintain accurate records, and provide insightful advisory support that helps business owners make informed decisions. She holds a Bachelor’s degree in Accounting and is a QuickBooks Certified ProAdvisor, equipping her with the technical expertise to implement advanced accounting systems and ensure compliance with industry standards. In addition, Padma is a Licensed Insurance Consultant for Life & Health and a Notary Public, adding further value and convenience for her clients. Specializing in Construction and Trades Accounting, Padma understands the unique challenges contractors and trade professionals face, from job costing and payroll to cash flow management and compliance. Her mission is to empower business owners by optimizing their financial operations, allowing them to focus on growth and success. With a client-centered approach, she combines professionalism, accuracy, and personalized strategies to deliver meaningful results.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Serving ZIP Codes:80206, 95033, 98065, 98101, 98102

From the Business:At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.Read more

Showing 1 - 25 of 78 results

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Ratings & Reviews for Financial Advisor

perm_identityHarsimran SINGH
calendar_month

His very nice ????

perm_identityjack airee
calendar_month

Professionals??

perm_identityChris Guerrero
calendar_month5 months ago

Chet was great and incredibly easy to work with. I've done my own taxes for a while and this year's tax situation was more complicated than in the past. Chet took care of it all. He was very helpful and responsive throughout. Will be recommending Chet to friends and family.

perm_identityjim reck
calendar_month5 months ago

A+ rating.. prompt , professional service. Friendly,well informed staff put my worries to ease.

perm_identityJohn Yetka
calendar_month5 months ago

This year was my first experience with using Chet's services! He did not disappoint! Very professional, very accommodating and always able to get in touch even on the weekend! I am recommending him to all my closet family and friends! It is very nice to have a down-to-earth accountant that is easy to talk too! Chet was also very punctual with getting our return ready for submission! 5 stars!

calendar_month5 months ago
perm_identityJared Smallwood

Reliable and thorough. Great value

calendar_month5 months ago
perm_identityJack

Chet was a pleasure to work with this year and severely reduced the stress of tax filing for my wife and I. His services are a tremendous value and we are excited to continue working with him year after year.

calendar_month5 months ago
perm_identityJohn S

Chet is a true pro and a joy to work with. Easiest tax filing season of my adult life

calendar_month5 months ago
perm_identityCelestial Industries LLC (Celestial Industries LLC)

Excellent service! Chet Tooker, CPA handles my tax return for my small business. And as an entrepreneur I’m able to trust his services and spend the year worry free!

calendar_month5 months ago
perm_identityCharlie Misch

My wife and I couldn’t recommend Chet Tooker more highly. I’ve known him since childhood, and beyond being a great friend, he’s an absolute professional. He did a fantastic job with our taxes - thorough, efficient, and completely stress-free. He makes the whole process simple and easy to understand, and he’s always patient with questions. Most importantly, he’s 100% trustworthy and genuinely cares about doing what’s best for his clients. If you’re looking for someone knowledgeable, reliable, and just great to work with, Chet is the best.

calendar_month4 months ago
perm_identityGeorge Yetka

Excellent service. Very quickly maximized and prepared my return. Will be coming back next year.

calendar_month4 months ago
perm_identityJill Neary

Chet was extremely helpful and made the process quick and stress free! I really appreciated his responsiveness and professionalism. Highly recommend!

calendar_month4 months ago
perm_identityAmelia Mitchell

Chet Tooker, CPA was hands down the best CPA / Accounting experience I have had yet. I was hesitant to move away from using an online tax system, but after working with Chet I will truthfully only be using his tax services moving forward. Thank you so much Chet Tooker CPA!

calendar_month4 months ago
perm_identityjanice rittberg

Meeting Chet was terrific for me. He makes you feel very comfortable. Chet is very skilled and knowledgeable. He answered all of my questions and prepared a detailed return. Using the tax questionnaire and upload of tax prep documents made it easier to send all the data I accumulated. I would definitely recommend Chet and his services!

calendar_month4 months ago
perm_identityJames Tovey

Chet’s prompt, responsive and goes above and beyond in his service. Glad to have been connected with him and look forward to working with him going forward.

calendar_month4 months ago
perm_identityitay bog

Have your taxes done with this guy simple as that. Attentive and listens to what you are looking to get done and advises on a plan to execute.

calendar_month4 months ago
perm_identityVincent Chiera

Chet was incredible. Communication was beyond my expectations! Extremely satisfied with his service! Looking forward to working with him for a long time to come! I highly recommend Chet for your tax needs! Tremendous work Chet thank you!

calendar_month4 months ago
perm_identityPam Nicolajsen

Amazing service from Chet! I usually do my own taxes but had a few unusual items that I wasn't sure how to handle for 2025. After having some bad experiences with tax accountants in the past, I got a referral to Chet from my financial advisor. Aside from being very personable, he is thorough and knowledgeable and sits down with you to get an idea of your tax related transactions and forms you should be submitting to him so your taxes will be done properly. I feel his charges are fair and worth every penny for peace of mind. I trust Chet and will be using him for my future tax needs.

calendar_month4 months ago
perm_identityChela St. Onge

Chet was very thorough and considerate when preparing my return. I would highly recommend him.

calendar_month3 months ago
perm_identitypaul71994

Chet did a great job of helping me file my taxes and my LLC. He was professional, quick to respond, and super easy to work with. I highly recommend his services, and I look forward to working with him for ongoing book keeping services in the future.

calendar_month3 months ago
perm_identityTina Ormsby

Excellent! He was first rate with matchless speed , care, and accuracy and also ready to tackle head on more things to come in my financial future as well.What I really liked was his sense of humor to ease the tension of my very sorry situation ! Have had a funny typo previous tax prep person.... He cares about the whole family . We will tell all of our friends and people we know . His prices were phenomenal too. Thank you to my mortgage gentleman Anthony for the tip. Thank you , Tiny

calendar_month3 months ago
perm_identityMichael Tooker

Chet is very service oriented and did a fantastic job on our taxes, helped with estate tax planning and provided general tax advice helping us to avoid future penalties…

calendar_month2 months ago
perm_identityMichael Schissler

As a realtor and the only 1099/independent contractor in my family I truly didn't know what I didn't know as far as tax filing/tax returns were concerned. What I did know, however, is that I had to get in touch with a local accounting expert to figure it out and I couldn't be happier that I called Chet. He was quick, efficient, professional and responsive from the jump. I've don't remember having an easier, stress-free tax season. Chet was proactive in his approach as well, in doing my 2025 taxes he noticed I didn't report all of my 2024 expenses and was able to secure a refund on the prior year as well. You're doing yourself a disservice if you don't give him a call. Highly highly recommend him to anyone in the Monmouth County area looking for tax help!

calendar_month2 months ago
perm_identityLauren Yerabolu

Chet was not only incredibly professional, but he truly saved us. The entire process was seamless from start to finish: a quick introductory call, an easy document upload process, and thoughtful follow-up questions that gave us confidence that he was being extremely thorough. He even reminded us of items we had forgotten based on other context we had shared with him. Our taxes have several nuances, so trusting just anyone makes us nervous, but Chet handled everything with care and attention to detail. He made us feel confident that everything was being done correctly and thoroughly. We are so grateful we found Chet and look forward to working with him for years to come. We highly recommend him!

calendar_month1 month ago
perm_identityGeorge Meinschein

Look no further if you need a great accountant! Chet delivers fantastic service and is also a terrific communicator that provides quick responses to questions via calls, text, or email. I'm lucky that someone recommended him to me!

calendar_month3 weeks ago
perm_identityMichael Watters

Chet was very helpful and hands on with providing clarity and support with all my tax needs. Highly recommend!

calendar_month3 weeks ago
perm_identityDavid Ferrao

Chet is an outstanding CPA and an even better person. He is incredibly knowledgeable in his field and consistently goes above and beyond what you’d expect from a CPA. More than just handling numbers, Chet genuinely cares about seeing his clients succeed; both professionally and personally. He takes the time to understand your goals and is always willing to do whatever he can to help you and your business flourish. I highly recommend him to anyone looking for a trusted advisor, not just an accountant.

calendar_month3 weeks ago
perm_identityJonathan Scott

Chet is a great CPA who is very responsive, thorough, and trustworthy. I’d recommend him for all your tax needs.

calendar_month3 weeks ago
perm_identityJohn Rocha

We’ve been working with Chet Tooker for years, and he’s been an incredible CPA for both our business and personal accounting needs. He’s knowledgeable, responsive, detail-oriented, and always willing to answer our questions. It’s a great feeling knowing we have someone we can trust looking out for our financial interests. I highly recommend Chet to anyone looking for a dependable and professional CPA.

calendar_month3 weeks ago
perm_identityLori Bennett

Great young man with a mind for detail!Guided me through my tax situation with patience and expertise , explaining options toward a successful outcome. Highly recommend!

calendar_month2 weeks ago
perm_identityJoe Colasuono

Just made the switch over to using Chet, I heard great reviews & recommendations from other people. He has been great with helping me switching over from another firm & making the switch seamless. His knowledge of helping me with my taxes & business are what really persuaded me to use him. He's been nothing but great would highly recommend

calendar_month4 days ago
perm_identityJessica Celestino

Chet is AMAZING! He really cares about his clients and making sure everything is properly in order. He is very knowledgeable in his field. He is also very responsive via text, call, and email so if it is a complex tax situation you will never feel alone in it. I would never use anyone else for tax related matters.

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPassport Palate

Incredibly positive experience. Hardik’s expertise and professionalism make the process seamless and stress-free. I highly recommend for anyone seeking reliable tax services.

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month3 weeks ago
perm_identityTifo ben

Professional ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month3 weeks ago
perm_identityGirish Arora

Best Service Family Atmosphere Great service with a Smile

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month3 weeks ago
perm_identityV J

I had an excellent experience with MyAtlantic CPA! Their team was professional, knowledgeable, and incredibly helpful throughout the entire tax filing process. They took the time to understand my financial situation, identified every deduction and credit I was eligible for, and helped me maximize my tax refund. What impressed me most was their attention to detail, prompt communication, and willingness to answer all of my questions. The entire process was smooth, stress-free, and handled with a high level of expertise. If you’re looking for a CPA firm that genuinely cares about its clients and works hard to achieve the best possible results, I highly recommend MyAtlantic CPA. I’ll definitely be using their services again in the future!

calendar_month3 weeks ago
perm_identityVijay

Hands down the best experience I’ve ever had filing my taxes! MyAtlantic CPA made everything quick, easy, and completely hassle-free. They were incredibly thorough and helped me get the highest tax return possible this year. What really sets them apart is how they treat their clients. I never felt like just another number—they genuinely cared about my situation and took the time to answer every question with patience and professionalism. It’s rare to find a business that combines expertise with such a personal touch. It’s hard to find a team that’s this professional, reliable, and compassionate. I highly recommend MyAtlantic CPA to anyone who wants top-notch service and real peace of mind. Thank you for making tax season such a positive experience!

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month3 weeks ago
perm_identityTifo ben

Professional ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month4 weeks ago
perm_identityManohar Jadhav

I have had an outstanding experience working with Raman Abrol, CPA. Their professionalism, responsiveness, and depth of knowledge are truly exceptional. They take the time to understand my business and provide practical, well-thought-out advice that has been invaluable. What sets them apart is their attention to detail, proactive communication, and commitment to delivering timely and accurate service. Whether it's tax planning, accounting, or business consulting, they consistently exceed expectations. I highly recommend Raman Abrol, CPA to anyone looking for a knowledgeable, trustworthy, and dependable CPA. It has been a pleasure working with them, and I look forward to continuing our relationship for many years to come.

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 weeks ago
perm_identityShmuel Leonidas

Very nice service

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month1 month ago
perm_identitySandeep

As a small business owner, tax season used to stress me out. This service handled my business taxes, bookkeeping, and quarterly filings flawlessly. Saved me both time and money.

calendar_month1 month ago
perm_identityArjun

From the first call to the final filing, everything was handled professionally. They responded to all my queries within hours and made sure I understood every step of the process. Great service

calendar_month1 month ago
perm_identityPriya

I was really worried about filing my taxes this year since I had multiple income sources, but the team made it so simple. They explained every deduction clearly and got me a bigger refund than I expected. Highly recommend

calendar_month1 month ago
perm_identityLakshmi

I appreciated how upfront they were about pricing from the start. No surprise charges, and the final invoice matched exactly what was quoted. Will definitely use them again next year.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month1 month ago
perm_identitylakshish arora

I have worked with many tax professionals over the years, and my experience with Sheetal Sarangdhar Abrol CPA has been exceptional. She is very knowledgeable, responsive, and consistently provide clear guidance on complex tax matters. Highly recommend their services.

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

grading
calendar_month
perm_identityDerek Reed

NSKT Global was able to help me with my business and personal tax return. My other accountant was not returning my calls but NSKT Global always returned my call the same day and was always very professional. Keep up the great work Jason!

grading
calendar_month4 months ago
perm_identityPeyush Trehan

Consulted NSKT in relation to a US LLC setup and efficient tax structuring. Very proficient and professional team. Walked away with utmost clarity.

grading
calendar_month4 months ago
perm_identityItishri Singh

I’ve had a great experience with the firm. The team has been exceptional in their services and communication. They are my go to for tax filings, business consulting and any find of financial advise I need.

grading
calendar_month4 months ago
perm_identitymonia chopra

Exceptional service from start to finish After experiencing issues filing through TurboTax, we turned to them for help — and it was truly the best decision we could have made. They took the time to thoroughly review our situation, quickly identified the root of the problem, and resolved it with impressive efficiency and expertise. What stood out most was their attention to detail, transparency throughout the process, and the reassurance they provided every step of the way. They transformed what had become a stressful and confusing situation into a smooth and seamless experience. Their professionalism, knowledge of U.S. tax regulations, and genuine commitment to doing things correctly gave us complete confidence in the outcome. We will absolutely be recommending them to friends and family, and we look forward to filing our taxes here in the USA with them every year moving forward.

grading
calendar_month4 months ago
perm_identityNeeraj Kumar

Working with NSKT Global for tax services in New Jersey has been exceptional. Their experts demystified complex tax codes, identified savings we didn’t know existed, and ensured full compliance across state and federal filings. The team was proactive, communicative, and made tax season a breeze. Their insights have helped us plan smarter, reduce liabilities, and stay ahead of deadlines. Outstanding service!

grading
calendar_month4 months ago
perm_identityvaibhav goyal

I highly recommend Nikhil and his firm, NSKT Global, for their outstanding expertise in tax planning and financial advisory. Nikhil has been managing both our personal taxes and our LLC filings, and his guidance has been incredibly valuable. He is extremely knowledgeable, detail-oriented, and always takes the time to explain complex tax matters in a clear and practical way. His professionalism, responsiveness, and proactive approach make the entire process smooth and stress-free. If you’re looking for a CPA you can truly trust, Nikhil and the team at NSKT Global are exceptional.

grading
calendar_month4 months ago
perm_identityRishi Gupta

My experience with Nikhil and his team has been very good. I have been using their services for the past three years, and they have consistently been responsive and thorough in their work. I would encourage others who are looking for trustworthy professionals to give them a try.

grading
calendar_month4 months ago
perm_identityVikramjit Singh

Nikhil is knowledgeable and worked very smoothly with me. Listened and incorporated my suggestions and pushed back where needed. Has good knowledge on real estate as well as corporate accounting.

grading
calendar_month4 months ago
perm_identityUpal Desai

Very professional and excellent service.

grading
calendar_month4 months ago
perm_identityVaibhav Agarwal

Team of experts and high professional integrity.

grading
calendar_month4 months ago
perm_identityKingsuk Mukherjee

I am an Indian expat working in the US for last 15 years in multiple MNCs as senior IT professional and have both US and Indian investment portfolios. Mr Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both countries efficiently and seamlessly since 2021. The includes comprehensive treatment of long and short term capital gains treatment, compliance with FATCA, FBAR, PFIC and other US taxation related complex topics along with DTAA, FTC, NRI/expat taxation and FEMA compliance related topics for India. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs.Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters in US, India or both, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global. Way to Go!

grading
calendar_month4 months ago
perm_identityAnubhav Gahlout

Best Tax services one could ask for , attention to details, have been with them from past three years!

grading
calendar_month3 months ago
perm_identityKunal Mukherjee

Nikhil has been an exceptional tax filer, always handling everything with accuracy, care, and professionalism. His attention to detail, reliability, and deep understanding of the process make tax filing smooth and stress-free. Anyone working with him can trust that the job will be done thoroughly, correctly, and on time.

grading
calendar_month2 months ago
perm_identityBernie Bartick

I have been working with NSKT Global for over 3 years now. What started out as bookkeeping and tax filing has evolved into a much deeper relationship where NSKT helps with budgeting, tax planning, business process improvement through SOP development, and Dashboard Creation. Our improved business results are directly correlated to the partnership we formed with NSKT. I would strongly recommend them to any small / mid-size business.

grading
calendar_month2 months ago
perm_identityprasathbeece

I was looking for support to ensure my taxes were filed accurately, especially given the complexity of having Canadian ETFs/Rental properties in two countries. Several providers quoted unusually high prices without explaining why. When I connected with Nikhil and his team, the experience was completely different. They were transparent from the start — clearly outlining what was required for my situation and offering a fair, fixed price as a new customer. Throughout the process, they were prompt, patient, and willing to meet as often as needed to make sure I was fully comfortable with the filing. Their depth of knowledge across various tax scenarios was evident, and the level of detail they brought to the work gave me complete confidence. They made a complicated situation feel simple and manageable. I would strongly recommend Nikhil and his team for any tax needs. Their professionalism, clarity, and customer-first approach truly stand out. I’ll definitely be working with them every year.

grading
calendar_month1 month ago
perm_identityJerome

It has been a real pleasure working with Nikhil. His tax services and level-headed recommendations were invaluable for my return in 2026. I highly recommend Nikhil's team and their services.

grading
calendar_month1 month ago
perm_identityparth patel

I worked with Nikhil during my transition from the US to India as a freelancer, and he was incredibly helpful. He guided me through the complexities of freelance taxation across both countries — from understanding self-employment tax obligations to managing income declarations in India — making the whole process smooth and stress-free. Highly recommend him to any one navigating an international move!

grading
calendar_month1 month ago
perm_identitySelena Zhong

I had a complicated tax situation and also needed to pay quarterly estimated taxes. I found NSKT Global through a Google search looking for a tax service that can deal with a variety of individual tax situations. I was very pleased with the service I received. The team was very responsive and answered all my questions promptly and they calculated my quarterly estimated taxes within a week. The prices are also transparent and reasonable.

grading
calendar_month1 month ago
perm_identityShyam Iyengar

Very responsive and easy to work with. Convenient portal to upload documents have worked with NSTK for four years and highly recommend

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityWaquar Rizvi

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

grading
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perm_identityHitesh Fatnani

NSKT helped me in one of the assignment, they delivered very well and upto the mark, I was very happy with their service and would love to work with them in future also.

grading
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perm_identitykashif husein

The firm has been responsive in its engagement and quite helpful

grading
calendar_month2 months ago
perm_identitySalil Sinha

I highly recommend NSKT Global for business tax planning, entity structuring, and strategic tax advisory services. Their team helped me evaluate my business structure and successfully guided me through the process of converting my LLC to a C-Corporation through the appropriate tax election. Their expertise and proactive tax planning strategies resulted in substantial tax savings and helped maximize my refund. What stood out most was their commitment to delivering results. Beyond handling the technical and compliance aspects, they actively followed up with the IRS to ensure my refund was processed efficiently. Throughout the engagement, the team was highly knowledgeable, responsive, and genuinely invested in achieving the best possible outcome for my business. If you're seeking a trusted advisor for tax planning, business structuring, and ongoing tax strategy, NSKT Global provides exceptional expertise, personalized service, and a results-driven approach. I would confidently recommend them to any business owner looking to optimize their tax position and support long-term growth.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityjack airee

Professionals??

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perm_identityTony Bianchino

Chris provides great services and advice for both personal and small businesses alike. As a Small business owner I look for people like Chris to handle both my business and personal affairs... you should too!

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perm_identityKevin McManus

I found Chris online so I wasn't quite sure what to expect. What I have experienced since working with Chris is an incredibly responsive, efficient, and caring professional who goes way above and beyond to get work done on a timely basis for his clients. I could not be more happy with the work that he's done for us so far, and I would strongly recommend Chris to anyone who may be unsure about their current CPA/tax preparer.

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perm_identityAlex Tallman

Chris is really a stand up, hard working guy that I've enjoyed working with over the past Chris has been more than accommodating to my business partners and I while we try to set up our 501(c)3 organization. He is incredibly patient, prompt, and never too busy to give you an answer on any questions that you might have. Routinely I will email him over the weekend for last-minute inquiries and he will get back to within the hour. From the beginning Chris was very clear about the process, requirements, and cost for our entire project together. I highly recommend Chris Whalen, CPA, and fully intend to use his services for all my accounting needs in the future.

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perm_identityRenzo Naimo

Can’t go wrong with over 20 years of experience.

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perm_identityJohn Kaptain

I contacted Chris Whalen to ask some basic questions regarding the Trump tax bill and how it would affect my personal circumstances. I was rewarded with a quick and knowledgeable response. His expertise was offered with no strings attached as I was not yet a client. Considering his timely and enthusiastic response , I would not hesitate to either use or recommend his services. John K

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perm_identityKevin D

Great experience with Chris Whalen. He took the time to personally call me minutes after I reached out to him. The accountant I dealt with last year never filed or contacted me after receiving all my forms. After months of waiting and stressing out, I found Chris Whalen was dealing personally with the clients this accountant wronged. Chris Whalen was able to solve all of my problems and made me feel like family. He educates his clients and takes his business seriously. Highly recommend.

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perm_identityDavid Hartman

There are numerous choices when it comes using a CPA but working with an experience professional saves you time and money. First, always consult a tax professional versus do-it-yourself. I submitted personal and business tax returns for years on my own which cost me thousands of dollars in missed refunds. Second, contact Chris Whalen who will tell you in clear simple terms your options and how best to proceed with your tax situation. I highly recommend Chris Whalen.

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perm_identityMark Schaad

Chris is a great guy and true professional who knows his business inside and out. When working with Chris you have the peace of mind that things are being done right the first time. I plan on working with Chris again in the future and highly recommend his services.

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perm_identityJaclyn Boruch

There are a few specific qualities I hope for in an accountant: responsiveness, availability, and insight. Chris Whalen has all of these qualities and more. He is a joy to work with and extremely organized! I highly recommend his firm.

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perm_identitySue C

Called Chris for some help needed. He answered the phone no need to be kept waiting on the line. Immediately personable and ready to listen. My unique questions were answered in a matter of fact professional manner. He pointed me to the right information that I needed. Definitely would advise anyone in need of help not to waste their time looking for anyone else. Here is a prime example of professionalism, responsible and smart person who really cares to help you.

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perm_identitykarla scherzer

Beyond grateful to have found a very honest, smart, time efficient CPA who is also versed in the progressive world of Cryptocurrency !

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perm_identitySteven Santa

Chris is a very thorough CPA who's quick to respond and has a flexible schedule. His willingness to work with remote clients is a big plus.

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perm_identityfrankmarra

When my mother passed away a family friend sent me to Chris to file her last returns. As it was the first time I ever had to file for myself, Chris was patient, knowledgeable and easy to always get in touch with regarding any of my concerns. Will always be my first choice.

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perm_identityAntonio Pruscino

Chris Whalen is someone who I would highly recommend! He truly cares about his clients and is very professional throughout the entire tax process. Whenever you need help, Chris is always there for you! Chris has tons of knowledge in the field of Accounting and will do whatever it takes to make you satisfied at the end of the day!

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perm_identityStefan V

I contacted Chris to see if he could help me with my cryptocurrency taxes and found him to be very professional and knowledgeable. He was very friendly and easy to talk to, and he walked me through the steps I have to take to file my taxes properly. If you contact Chris to help you with your crypyto tax needs you will be in good hands. I already feel less anxious about my taxes after our talk over the phone.

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perm_identityronald rauso

Chris made time in the middle of busy tax season to see me, a potential new client, and give me much needed advise for my business tax return. Professional, courteous and obviously very experienced. Feels great when you meet someone who you know right away has your best interest at heart...Highly recommend.

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perm_identityDaniela P

Chris is extremely knowledgeable and a true expert in his field. Not only does he answer any questions you have but he also takes the time to educate you. Love that!

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perm_identityGeraldo Vasquez

My Crypto tax genius. I was so worried about doing my taxes this year but Cris put all of my conserns to rest. Crypto is so new it is very hard to find someone who is knowledgeable in this evolving market.Thank You so much Cris for making this tax year so easy and pleasent. We will be talking Crypto for many more years to come.

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perm_identityGiuliano Basso

Im very thankful with Chris Whalen . He helped me with my income tax . His work means 110 % of professionalism . I got very impressed from the moment that i called him . What is more , when he received me in his office , he was very professional and friendly person . By the way he is also an expert in cryptocurrencies which helped me a lot with my doubts . Thanks again Chris . God bless you and your family??

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perm_identityRyan Henneberry

Great experience, very helpful and accommodating. Would be times when I wasn’t available to speak on the phone so Chris and I would just text, and this made the process much easier. Highly recommend.....

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perm_identityEdward Keenan

Takes the time to explain everything, and always makes himself available for questions. Made the tax filing process very straight forward, and will definitely be using him again.

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perm_identityChristina Crupi-Lyons

Chris gave a wonderful presentation to our agents in the Weichert, Middletown office. The agents enjoyed him very much and they learned valuable information. He followed up instantly and even came back to help us with a technical issue! Thanks so much Chris, you are welcome anytime.

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perm_identityMeghan Longo

Chris was super helpful and thorough in helping us prepare our taxes. He is extremely reliable and answered our questions within the same business day. I would highly recommend him to anyone.

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perm_identityAnthony Mojica

Chris has been nothing but a pleasure to work with. I found him online on google and called him to set an appointment. He quickly answered, was kind, helpful and always available. My finance and I met him at his office, gave him all of our paperwork and Chris took care of everything for us. He made us aware of tax breaks we didn't even know about. Working with Chris was a breeze. He did everything for us. He is very knowledgeable, very personable and was on top of everything we needed. I would HIGHLY recommend working with Chris. He is a great person, great father and even better accountant!

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perm_identitysteven mottola

I was referred to Chris by a close friend of mine and was very happy that I did. I went to H&R Block and was very unhappy with there service. I gave Chris a call and he was beyond professional and very laid back over the phone he asked me to come in at no cost to meet with him. The process again painless, quick, and explained everything in great detail. His price is more than fair and after dealing with him I felt a bargain. Best part was I got double back then I would have with H&R block. I look forward to future business and can't thank him enough!!

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perm_identityRay Thompson

What an amazing experience! I had to close out an Estate Tax return for my deceased father and Chris had it done in a week! I also have an LLC which he did the return for and it was done in no time! Everything was great and straight forward and very professional! Definitely use Chris as your Accountant YOU WILL NOT BE SORRY! Ray

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perm_identityjasonlambeck

Highly recommend Mr Chris Whalen. He is great, and has always did a great job with my tax work! Have used him the last 6 years and don't plan on changing anytime soon!

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perm_identityKaren D

Chris helped us for the first time this year to file our taxes. We were a bit disorganized but he was thoughtful, patient, knowledgeable and thorough. Did not feel rushed during the process and kept us in the loop every step of the way. He made an usually painful process easy. He is extremely well versed and up to date in all the never ending tax law changes and is really a great source of information as well as an experienced, amazing CPA. I would strongly recommend my family, friends, and business owners to explore the opportunity of setting up a meeting with Chris to help you maximize and strategize all your tax needs.

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perm_identityMindy Borruso

Chris is extremely helpful and knowledgeable on NJ exit tax information and any other questions I have for him.

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perm_identityAdrian Turner

I called around everywhere looking for an accountant that has experience with cryptocurrencies with no answers and no one returning my messages. When I called Chris, he picked up the phone right away and was a wonderful help. I gave him all the information I could gather about my trades, and he took it from there. If you got skin in the crypto game, call Chris and have the peace of mind that your taxes will be done right.

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perm_identityAmy Milnes

We have known Chris and his great family for years. We recently lost a cousin who had done our taxes for many years and left some pretty big shows to fill. Chris is knowledgeable and professional yet entertaining. He reviewed our records and said he’d be back in touch which took less than a week and we were very happy with the results. In addition, he managed to abstain from laughing at my professional looking QuickBook generated reports on my small business and offered to help me learn how to improve in that area so they actually correct! All in all, we are happy to have reconnected with Chris and we highly recommend his accounting firm!

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perm_identityCrypto Guy

Chris is a very cool guy, I sold some cryptocurrency and he helped me figure out my taxes for the year. He made the process very easy. Would recommend!

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perm_identitynoBody X

Chris helped me with a couple of issues I was facing with my return. I was slightly uncomfortable submitting them myself as I had a more technical submission this year compared to past years. He took care of it in a timely manner and had great communication throughout the process! Definitely recommend him!

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perm_identityJoseph Zabrosky Channel

Seriously, Chris is very different than your average money-minded crypto accountant. He truly seeks to help you with nothing to gain. If you're looking for the right accountant - especially a crypto accountant, I give him 5 stars!

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perm_identityAl Olsen

Chris helped me and my wife set up an LLC last year and was extremely knowledgable, efficient and quick. Just yesterday, we called him to draft an income projection letter for our company to apply for an apartment and I had it in my inbox at 9am today - and it looks like we're gonna get the apartment! I am already asking him to keep my books and file our LLC taxes because I know he cares about his clients! I strongly recommend Chris and his services as CPA. You will not regret it!

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perm_identityArlene Chismar

We had our taxes done by Chris for the first time and we were very pleased. We found him to be extremely knowledgeable. I love the fact that we can call him anytime and he always answers his phone. Besides giving us some great advice he was also very patient. Having your taxes done can be a very stressful thing and it has been in the past for us. Now our minds are at ease thanks to Chris. We would not hesitate to recommend him.

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perm_identityKevin O

What a great find, Chris is experienced, detailed, and always willing to help. A great CPA.

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perm_identityErika Fisher

Chris is knowledgable, quick and accessible - can't ask for more than that!

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perm_identityKapil Jain

Chris is a real gem of a person and ofcourse extremely experienced and knowledgeable with a real mix of courtesy and professionalism, things goes very smooth once you get connected with him. The best thing comes when his knowledge comes in a play to sort out your crypto assets related taxes. There are very few people who can deal with your crypto taxes in efficient manner and keeping fees to the realistic extent. I highly recommend him.

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perm_identityOffice Primary

From the very first conversation Chris and I had. He made me feel like I was in the right place. Chris is always there to make sure our Business and our Personal needs are dealt with just the way we need. I will highly recommend Chris Whalen CPA to everyone I know.

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perm_identityElisa Castaldi

Chris was very knowledgeable. He was easily accessible and knows tax law! Chris can help you make the best decisions on how to file. Important if you’re actually in need of sound and reliable advice.

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perm_identityOmid

He is incredible, highly knowledgeable and supportive, it was actually shocking for me how much he cares about clients' needs. In comparison with my previous CPA who just wanted to get everything done as soon as possible without considering my expenses he was completely different and able to find best solutions for my problems. In one word he changed my expectations from a CPA! Thanks a lot Chris.

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perm_identityElizabeth talbott

This tax season has been a stressful one, until Mr. Whalen was discovered. He’s absolutely amazing wish I had known him sooner. I would definitely rate 10 stars if it was possible. Don’t wait contact him !!!!

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perm_identityChris Curran

Most responsive CPA I’ve ever worked with. Even in the heart of tax season I am able get answers from Chris to important questions about my business. Highly reccomend.

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perm_identityStephen Ditaranto

Chris is awesome. My wife and I just moved to the area and needed to find a new accountant for our income taxes. Chris was very available and accommodating and met with us on a Sunday and on very short notice. He took his time reviewing our prior returns and was complete and thorough. He treated us as if we've been going to him for years. We would highly recommend Chris.

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perm_identityJoe Negrey

Just spoke with Chris over the phone for the first time. He gave me a free consultation, from his car and answered TONS of questions I had! I plan on using him as a reference for all of my financial needs. I highly recommend Chris!

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perm_identityBill Bergin

Chris Whalen is the consummate professional. He's intelligent, professional--and ALWAYS available (it's almost like he anticipates your phone call). I sent Chris my taxes in the heart of tax season--i.e., two days before the deadline. I told him to file for an extension and, when he had some breathing room, to file on my behalf. One day later, my taxes were filed and he was preparing the paperwork for my refund. Aside from typical tax work, Chris is an expert in financial planning. He has given me invaluable advice regarding retirement planning and Real Estate investments. Thank you, Chris! I will not hesitate to refer you as a trusted advisor to my friends and family.

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perm_identityJohn Raziano

Chris has been doing my taxes for 14 years and I have never had a problem. Before that, I always had to pay more as my accountant missed something. His best assets are his professionalism and knowledge. He always returns calls asap and updates you on new tax changes in the law. He is very easy to deal with and always treated me fairly.

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perm_identityZoe Ko

Very Responsive and Professional CPA that I've had the pleasure to work with. Chris makes the whole tax process stress free.

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perm_identityBrian Kim

Chris is a pleasure to work with. His response time and passion for his work shows. I have worked with several CPAs and when I walk out of their office, I ask myself what was accomplished. Not with Chris. Every meeting with Chris, I walk out with a feeling of clarity and progression. Highly recommended!

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perm_identityNatalie Onufriyev

Called Chris for a consultation. He answered the phone...What a pleasant surprise! I was referred to two CPAs by my friends, left couple of messages with front desks and have never received call back. Chris answered my questions and provided the information I needed. Definitely would refer to anyone in need of help.

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perm_identitytom saccente

Chris knows his stuff. Never too busy to take a phone call. Looking forward to working with Chris in my new venture.

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perm_identityAhmad Bhatti

I had the pleasure of following up with Chris a few weeks after I saw him give a presentation at a real estate association meeting. He answered the call right away was very responsive. He is very appreciative and the enthusiasm for his work shows. Chris takes pride in providing quality service and information for his clients and I have to say, having met a few other accountants, my experience with him tops them all by far. Some of my questions were not directly accounting related but he still took the time to learn about the issue I had at hand and then pointed me in the right direction. For that I am grateful. Highly recommended and a pleasure to work with.

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perm_identityFuzz City Records

Chris did the taxes for our band when we were on TV and made a bunch of money that we didn't know how to handle. Enter: Chris Whalen and BOOM everything is taken care of and we are in the clear with our taxes and finances so NOW we can focus on what we do best: Making Music.

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perm_identityVincent Licari

Chris helped me save a ton on my taxes. I wish I started using him years ago ! Worth every penny.

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perm_identityChristina C

This is our second year working with Chris. My boyfriend and I have our own business and work two jobs so our tax return isn't easy. He handles everything for us. Really fast response time to questions and he is very knowledgeable.

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perm_identityAlex Soloway

Couldn’t ask for a more professional, efficient, no nonsense process. I highly recommend Chris to anyone that is looking to take the headache out of doing their taxes! Thanks Chris!

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perm_identityJamie Blecher

I was refereed to Chris by a co worker. Chris was easy to work with. I used him for my income tax. I am so grateful to have found him! Safe to say i found my new accountant from here on out, thanks Chris!

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perm_identityHelen Maresca

Chris came to our office meeting to present changes in the Tax laws and give helpful hints for realtors in preparing taxes and keeping better records.Chris was very knowledgeable,funny and encouraging on a subject that no one likes.I decided to switch accountants and he did my taxes for me this year.I was very happy with his services .I would highly recommend Chris.

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perm_identityMiho U

He is awesome! I’ve been pleased with the quality of his work. Thanks Chris!!

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perm_identityPaige Zelev

Incredibly friendly and insightful. I would HIGHLY recommend him to anyone!

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perm_identitySteph Crane

Professional, passionate and very helpful. Chris provides nothing but the best services ! You will not be disappointed when giving him a call for any problem you may have.

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perm_identityLeonardo Agostino

Chris is a really helpful and intelligent guy #LennyfromTalerc

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perm_identityLinda Kelly

I had the pleasure of listening to a seminar last night. Easy to listen to and extremely informative!

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perm_identitykim rizzi

Chris is an extremely smart and efficient CPA, I would highly recommend him and find him to be kind and extremely thorough. My experience at his office was professional and friendly . He is a great guy and an excellent accountant.

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perm_identityDan Hudson

Chris has been my accountant for a couple of years now and I've never been disappointed. Anything I ask of him is always done in a timely fashion. Chris is the most knowledgeable CPA I know and has the best business advice. Highly recommended.

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perm_identityRichard Dodd

At the Investing on LBI Meetup on May 30, Chris articulated the powerful role that real estate plays in a diversified portfolio and demystified the 2017 Tax Cuts and Jobs Act for real estate investors

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perm_identityWarren Pala

We own our own small business. Chris understands an entrepreneur and how small businesses operate and need to operate. He is available for questions 24/7. His advice saved us huge$$$ when we decided to sell our business. His advice was applicable across state lines and across tax jurisdictions. Truly a full service, genuine tax accountant. Highly recommend him.

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perm_identityEric Taliercio

Chris is the most personable genuine individual we know at Taliercio’s. He is simply the best CPA in the tri state area.

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perm_identityPhillip Geltzeiler

I made a switch to this accounting firm. So glad I did you don’t feel like a number they care and have all the answers. Go see Chris and you will be in good hands.

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perm_identityPatrick Donohue

The first phone call in a time of need should be to Chris and he is the first person to call you when you need him ... in tough situations, just ask, What would Chris do?

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perm_identityRenee McSorley

Chris is an excellent CPA who is passionate about his work. He is extremely knowledgeable, honest, friendly and reliable. He is always available when you need him and will go above and beyond to accommodate his clients. If you are looking for a great accountant who truly cares, then call Chris. You will be very happy!

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perm_identityLisa Nardiello

After 20 years I decided to switch accountants and I decided to use Chris Whalen. I was very pleased with Chris he was very professional. I came to him mid April to not only do my tax returns but my children also. Everyone of our tax returns were completed on time. Thanks Chris

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perm_identityArgylian LLC

An expert in his field and knowledge of the CPA business is one that has Chris stand apart from others, A true professional and well understood by his clients

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perm_identityKara Sincavage

EXCELLENT! ON TOP OF ALL YOUR NEEDS AND GETS BACK IMMEDIATELY!

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perm_identitySarah Alter

I went to H&R block it was a disaster! Called Chris Whalen CPA he saw us right away and was a great help. I strongly recommend him for all of your needs it was a wonderful experience working with him.

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perm_identityirishbythesea

Chris Whalen is one in a million! I was a “no filer” and fell behind on my taxes a few years due to life circumstances. When I suddenly and urgently needed to file I didn’t know who to turn to. Thankfully I found Chris! Chris understood my situation and took great care of me. I didn’t feel judged and he made me feel I was his priority. He was very accommodating and helpful and went above and beyond to get my taxes done, even quicker than expected. I can’t say enough about him. I would recommend Chris Whalen to anyone looking for a CPA. If you are a looking, look no further, Chris is the BEST!

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perm_identityHeera Sidhu

As an organizer of the Central Jersey Real Estate Investors, I would highly recommend Chris. He has spoken to our members on numerous occasions on a variety of topics, including, but not limited to; IRS Section 1031 and Tax Cuts and Jobs Act of 2017. He has also helped me with strategies to manage my record keeping for my businesses. Chris is the best!

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perm_identityKA Chinery

A man that pays very close attention to detail and is looking out for the well being of his clients!

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perm_identityMichael Petrillo

The first time I met Chris was at a real estate investing seminar. His presentation was excellent and I made an appointment with his office the next day. He filed my tax returns from 2017 because I did them wrong, trying to file on my own. The IRS was saying I owed them $4,503.00. He calculated them correctly as I owed them nothing. I'm sitting in my new investment property typing this because of his guidance. I'm scheduled for another meeting with him this Friday 8/3/18. Thanks Chris!!!

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perm_identityNick

Chris Whalen is the most knowledgeable CPA I’ve ever met. He is not only a wizard when it comes to tax time but he knows the ins and outs of the code after years of experience. He has speaking engagements throughout NJ with brokerages, BNI groups and more. He’s always happy to give advice and is a true professional. I’d highly recommend him to anyone seeking professional guidance with their taxes.

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perm_identityTrevor Visokay

Chris is very professional and treats every client like his only client. He is incredibly responsive, and keeps us up to date on all tax law changes that could affect us. Highly recommended.

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perm_identitymatthew gaeta

Chris does an amazing job for my clients. Chris is always there to help me and my clients with there tax related questions. He is extremely knowledgeable in all areas of personal and business taxation and I would highly recommend him for you and your clients. Matt Financial Advisor

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perm_identityWendy Smith

Chris is an extremely knowledgeable and and informative Accountant. He will keep you in the know about all the changes that occur that will affect you and your family. He is easily accessible and responds to your questions in a timely manner. I highly recommend him, his professionalism, ethics, and experience will surpass your expectations.

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perm_identityMatt Tucci

He's knowledgeable about cryptocurrency trading. Extends help to young individuals.

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perm_identityPeter Deegan

Chris has been enormously helpful in sorting out my tax issues after I had a two-year stint out of the country. It's been a pleasure to work with Chris and I can always rely on him to respond promptly, fully, and with complete transparency.

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perm_identityMichele M

Chris Whalen, CPA keeps in-the-know of the latest tax changes to help his clients take advantage where they can to succeed. Chris's podcast is free for anyone to listen to his words of wisdom. I strongly recommend giving Chris a call.

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perm_identityPapa Sheng

Chris Prepared tax for us this year. He is professional, reliable and knowledgeable. Our tax was done efficiently and everything was very well organized. He is always there for you when you have questions. We feel we are in good hands.

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perm_identityStuart Zitrin

Best customer service I have ever experienced. I work in finance and always have questions for Chris and he always has the answers.

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perm_identityChristopher Gibardi

After connecting with Chris Whalen on Linked In, he posted a really informative blog. I reached out to Chris for help with my 2017 taxes. Top Notch service from start to finish. Chris is a wealth of knowledge and I look forward to working with him for many years to come!

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perm_identityMarylu Gaylor

Emailed Chris around 10:00 and he called me back within 2 hours to talk. Answered my questions and was very helpful Thank you Chris

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perm_identityJohn Petryshyn

Chris is a true professional in every seance. He will go out of his way to help even if its unrelated to his profession. Glad I had the opportunity to meet with him and could not recommend him enough.

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perm_identityMary-Jo Mantz

Chris is very thorough, knowlegable & focused at the matters at hand. His promp responses will keep me coming back to him for years to come!

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perm_identityKHV

Chris is extremely thorough and responsive. He has given us great advice on how to handle an investment property. I would highly recommend Chris for any of your tax needs.

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perm_identityJoseph Pallante

Chris is very knowledgeable, available when we need him, even during the crunch time of tax season. He always returns calls and emails, thereby providing answers in a timely manner, hence avoiding potential problems for his clients. His preplanning advice, whether it be real estate investments, college, or business efficiencies is fantastic. Chris is the Accountant to the Entrepreneurs.

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perm_identityMichael Oriolo

Chris is a great guy. My old accountant got sick and Chris stepped in to quickly help me out when I was in need. I could see why he was highly recommended. Fast, comprehensive service and took the time to explain everything. Needless to say I’ll be going to him in the future. It’s always a plus when your accountant doing your taxes is actually the type of guy you’d want to get a beer with. Highly recommend.

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perm_identityBarbara Donahue

I own a beach house in NJ and as of October 1st the state of NJ has instituted a sales tax and occupancy tax on beach house rentals. Chris is extremely knowledgable in this area and was very helpful when we spoke on the phone. I would highly recommend him for your tax prep needs.

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perm_identityRebecca Cruz

Chris not what I expected, meaning he was the exception, quickly called me to discuss my concerns and answer any questions I had. He was clear and direct. Communication is great always answers my calls, text or email. I would highly recommend him for your financial issue! Thanks Chris!

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perm_identityDavid Scalese

I was introduced to Chris from my good friend John Zura. I had concerns with my previous accountant and wanted to talk with Chris about them. I made an appointment with Chris and I was impressed with his knowledge. I had a big issue that needed to be corrected and Chris took care of it for me. If you are looking for a new accountant or have questions regarding taxes, Chris is your guy! You will not be disappointed.

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perm_identityJennifer Sabodish

When deciding on who to use for my accounting needs and asking around for referrals, from many people, one name kept popping up! Chris Whalen! My go to CPA for all. I own multiple corporations and an LLC. Chris knows his business and will always be there for you when needed. Highly recommend !

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perm_identityQueitus Jones

Awesome experience with Chris helping me out with an ages old tax issue back home. I'm in the military stationed overseas, and it's great to have someone in my home state who can help out on my behalf. His service was quick, forthright, detailed and useful. Be sure to check out his interview with Styx on youtube, especially as the tax season looms. Great tips in there for all, and he goes over recent sweeping tax code changes that will affect us all.

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perm_identityZach Kollmann

Chris is very knowledgeable and was able to answer all my questions about the new tax codes

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perm_identityCordy Hooten

Chris is very approachable, responsive, helpful, knowledgeable and professional as a CPA. He is very straight forward and to the point. He exudes confidence and energy. BUT most of all he does not BS you! Based on my personal experience with Chris I would Highly recommend him to anyone needing help with Taxes!

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perm_identityDohou Sery

I found a true professional when I needed one the most ! Mr. Whalen is the kind of professional America is known for. Above all ,he is a true gentleman. I will highly recommend Mr.Whalen to anyone looking to hire a CPA. What I have noticed is that his high level of education and professional career never clouded his keen sense of discernment when came to do business with my wife and I.

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perm_identityM0tionblur

I called Chris and he picked up immediately and answered all my tax questions about cryptocurrency. I have not found any other accountant who is knowledgeable in this area of tax law.

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perm_identityMike Sanchez

Awesome guy answered right when I called he answered all my question regarding cryptocurrency on how to file taxes and he even is helping me ???? I highly recommend if you have any questions he will answer them and also explain how it works.

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perm_identityM J J

I contacted Chris to get his thoughts about the NJ tax amnesty letter I got. He called me right back, and patiently answered all my questions. I was struck by how generous it was for him to share his knowledge and expertise with me. I feel fortunate to have met Chris and look forward to working with him. Julie J. River Plaza

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perm_identityAlonzo Hosford

Chris Whalen was extremely helpful in assessing the courses of action for handling a 2018 NJ Business Tax Amnesty case. He is very aggressive in getting back to you using all means of communication text/email/phone. Chris was very generous with his initial consultation time and even took the time before to review a 300 word document outlining the details and needs all within a few hours of contacting him via his web site email. Chris will help you get on the right track even if his services may not apply.

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perm_identityLaura Gren

My mom just moved into the area and needed a new accountant. Chris was wonderful with her. Since she had sold a property and purchased a new property, there were many questions about capital gains etc. Since we lost my dad three years ago mom had no choice but to take on the accounting affairs. He answered all her questions and she was so happy when we left his office. Thanks so much, we look forward to working with you and your staff.

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perm_identityKurt Dzibela

What a pleasure, I cold called Chris with some pointed questions surrounding taxes on real estate and LLC/partnerships as I needed a second opinion. Not only was he happy to speak with me he took 15 minutes out of his day on a Friday afternoon to discuss things in detail. I will be back to him once I can use his expertise.

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perm_identitySpirit Tracks

I needed estate work done suddenly. Mr.Whalen was extremely patient and caring. I highly recommend him, especialy for estate work.

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perm_identityBritton Gibson

Mr Whalen has been a professional from the word GO. He is extremely responsive and always makes the time to address questions and concerns. I highly recommend him and plan on utilizing him for all of my business and personal needs.

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perm_identityBill Yurko

Chris responded within minutes of submitting my question to him online. He was very helpful in outlining the ins and outs of the new NJ short term tax rental laws.

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perm_identityTom Lee

Chris called me back after 5 p.m. on a Friday, I was on my way to dinner, he said to call him when I was done, so I called him at 7 p.m. and he picked up. Chris answered all of my questions for about 20 minutes on a Friday night. Very thorough very knowledgeable very considerate and very professional.

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perm_identityDr Dre

Today I had a bit of an emergency regarding a NJ state taxation matter. I contacted Chris' office and he soon got back to me, addressed my concerns and saved me lots of stress and potentially thousands of dollars. I recommend him highly.... A. Nelson NJ

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perm_identityJoseph sobala

Had a great conversation with him and he was totally clear on the new rental tax situation. He knows his stuff.

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perm_identityRobert Fox

I cannot say enough about Chris Whalen!! Chris's professionalism and helpfulness was second to none! If you have any tax issues or concerns, as I did, Chris will help put your mind at ease. Again, a truly great experience dealing with Chris. Thanks so much!!

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perm_identitychebowitz

Despite the fact that I called Chris out of the blue and I live in CT, Chris promptly called me back and provided a professional response.

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perm_identityJake Collins

Chris is one of a kind! Best and most informal CPA I have ever met.

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perm_identityZachary Casazza

Really friendly staff with excellent customer service. Me and my wife never received better service anywhere else in our 20+ years of marriage.

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perm_identitybob cieszkowski

Chris was extremely knowledge about this new law. He immediately answered all my questions and had ideas that may result in a savings. I would highly recommend contacting him regarding any financial issues.

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perm_identitypumpedupinsnj

I was looking online for information about this NJ Transient Tax and Chris Whalen's name came up. I sent him a quick text message for some clarification. I was quite surprised that WITHIN MINUTES I received a phone call from Chris who was more than willing to answer my questions and forwarded me information that I found very helpful. He appears to be very professional and resourceful for tax information. I would highly recommend his firm! Thank you Chris.

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perm_identityScott Waselik

Knowledgeable/ honest/ straight to the point. So happy I worked with Mr. Whalen he understands crypto and is a wealth of knowledge in a space lacking just that. If you need crypto tax advice dont go anywhere else.

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perm_identityFrank Ciambotti

Chris Whalen really stands out as an accomplished financial specialist with the know-how to handle any financial concerns. I found Chris through some research, and I am so happy I did! Chris went to work to resolve a past tax issue, and kept consistent communications with me throughout the entire process. When I asked, Chris provided his perspective on how to plan investment strategies best suited for me and my risk tolerance. I highly recommend Chris.

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perm_identityJoseph Safdieh

He’s never too busy to get on the phone and answer a question. He’s extremely knowledgeable about taxes and he also helped me answer a question about an estate issue. Highly recommended!

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perm_identityEileen Seaman

Great experience working with Chris Whalen. Very responsive, knowledgeable and professional. Always willing to take the time to answer all my questions. I would highly recommend him.

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perm_identityBrian Mcquillan

Chris was extremely helpful with an issue that I could not find accurate information that would assist in my decision. I posted a question to him and he returned a phone call within 10 minutes. I fount his immediate response very helpful and highly recommend his services.

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perm_identityAntoinette Merola

Chris is extremely knowledgeable. I highly recommend him especially if you are investing in real estate.

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perm_identityMegan Heywood

I learned of CPA Chris Whalen in his Feb.11, 2019 YOUTUBE interview, with styxhexenhammer666. I went to the website and submitted a question. I was very surprised and impressed to actually get a personal phone call from Mr. Whalen himself, and within only a couple of hours. He answered my questions, with very detailed and knowledgeable responses. I look forward to using his firm for my returns. And will be recommending him to family members as well.

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perm_identityChristine Wissler

Chris, was and is there in my family's time of need. Chris is very professional and personable. Thank you

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perm_identityTom O'Connell

I contacted Chris about the new tax on short term rentals in NJ that went into effect last November. He explained the nuances of the law and how it pertains to my situation. He gave me the info I need and also wants to follow up to make sure I am squared away moving forward. He called me right back and gave crisp answers. Great service and knowledge.

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perm_identityLEE 01

Chris done excellent job with my Estate and Gift taxes. A real pleasure to work with.

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perm_identityJohn Kraus

I came across a tax advice article on the web that was written by Chris Whalen concerning NJ's new tax law on shore term rental properties. I had a question about the new law and wrote to Mr. Whalen via the email address provided in his article. To my surprise, he responded very quickly to answer my question. He also offered to discuss the matter over the phone as well. I would recommend Mr. Whalen if others have tax-related questions on NJ's new tax law on shore term rental properties.

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perm_identityJohn Szymanski

I was seeking an expert CPA in the New Jersey Shore area and Chris Whalen, CPA came up on my google search. He was very helpful with all my questions and knowledgeable with all my business and personal tax questions. I will be using him going forward for all my business and tax purpose needs.

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perm_identityBrian Deppen

I found Chris’ contact information on-line when I read an article he wrote on the ‘new’ New Jersey Transient Accomodations Tax. I phoned Chris, he picked up the phone quickly, and was very helpful and informative right on the spot. He helped me to completely understand the tax law which should result in me saving about 3000 dollars. Thanks Chris.

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perm_identityJames Minichiello

Working with Chris was a pleasure! He is extremely accessible, professional and competent.

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perm_identityAndrew Rodriguez

Chris's timeliness and attention to detail is unmatched by any accountant I've ever dealt with. He truly cares about his clients and isn't afraid to pick up the phone to answer any questions.

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perm_identityJoe Dwyer

It is a pleasure to meet someone who genuinely cares about people. Chris is a seasoned CPA with so much to offer. He will go beyond lengths to ensure you are happy with not only the service but the outcome. I couldn’t think of a better person to reach out to for business or tax advice. I urge everyone who has not met Chris to give him a call for a free consultation to see how he will add value for you or your business.

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perm_identityAnthony Rizzuto

I have owned and operated a small analytic consulting company for 17 years, using the same accountant from inception through the 2018 filing season. At the end of 2018, I made it a priority to re-evaluate all of my professional service providers. The change to Chris Whalen has been completely eye-opening. Beyond the quality of the services he provides, Chris has given me comfort that I have found a true business partner who is looking out for, and safeguarding the interests of me and my business...exactly how I would want my clients to feel about me.

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perm_identityJoseph Hubbard

I just hired Chris for his CPA services for my business. I hired Chris because he was a pleasure to work with and made me very comfortable with handing over finances to his firm.

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perm_identityDebbie Donnelly

Chris is smart, generous with his time, and knowledgable about tax laws. He is particularly familiar with the short term rental law recently enacted in New Jersey which enables the State of New Jersey to continue its tax and spend policies on the backs of hard-working, middle class, high property tax-paying homeowners and vacationers seeking a week in the sun at the Jersey shore. The law will backfire against New Jersey's economy when the shore economy weakens as New Jerseyans and out of state vacationers choose to spend their hard-earned dollars vacationing in Disney World at comparable prices rather than spend hundreds more in taxes to enjoy their previously affordable weeks at the Jersey Shore. Back to Chris Whalen---highly recommended!

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perm_identityAlexis Totten

Chris Whalen, what a find! I googled accountants in Red Bank and I’m glad I did. Chris has been fantastic to work with from start to finish. He’s nice, funny, and did an excellent job preparing my taxes. I’m definitely seeing him again next year and plan to recommend him to anyone who will listen! 5 stars!!!

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perm_identityKerri Krilla Rogers

Chris has been wonderful every step of the way. He is smart and thorough and made us feel comfortable asking all the questions we needed. He is even fun and relatable to talk to. My husband and I connected with Chris during tax season for our first year of marriage. We were unsure of how things would change for us and he guided us every step of the way. We are so pleased with the outcome and highly recommend Chris to anyone looking for a seamless process. Thank you for all your help and knowledge.

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perm_identityBrenda Connolly

I can’t believe that I am actually enjoying working on getting my taxes in order. I find Chris to be an inspiration. He has incredible organizational skills and is motivating me to get my act together. He is incredibly knowledgeable and a pleasure to work with. I am thrilled to be working with Chris, the best accountant in Monmouth County.

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perm_identityAmy Garcia

I had several questions about the shore tax so I decided to contact Chris. Within a few hours I was on the phone with him because I had so many questions. Thank you! Chis is an expert in his field!

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perm_identityAnthony Iuso

Chris Whalen and his firm are real deal professionals. As an avid crypto trader, he was able to handle all of my crypto taxes as well as my regular working taxes. I highly recommend using him as a CPA whether you traded crypto or not. Great guy and firm, will use again next year!

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perm_identityWayne

Chris Whalen is a great man that is very knowledgeable in the accounting and tax field. Highly recommended for those with any financial questions about their personal and or business issues.

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perm_identityJoe Hubbard

Chris Whalen was very professional and a great resource in tax preparation for my personal and business needs, I would highly recommend him to any small business owner looking for a good relationship with a the top CPA in Monmouth County!

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perm_identityTheresa P

Chris is the best! He is very personable and professional. He is quick to respond to you and was able to see me right away. Everything was done in a timely manner. He will go above and beyond for you. 100% recommend

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perm_identityChelsea Giordano

Chris Whalen is by far the best accountant I know. He has the ability to never be stressed, and will always take a phone call no matter what time of day it is. I have been interning here for the past few months, and it has been a great experience. I highly recommend using him as your accountant.

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perm_identityEllie Miltner

Chris was excellent to work with. Very personable, fast and extremely responsive to any and all questions. Highly recommend!

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perm_identityPandu Mitre

I have seen Chris Whalen speak at local meeting and have been listening to his podcasts that are an excellent source of information when it comes to taxes and accounting. When it came time to look for tax advice I went to him. Chris was very pleasant to talk to and willing to support my situation. He would be the first person I recommend to anyone that is looking for a wide range of tax and advisory services.

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perm_identityNatali Rose

We met with Chris to discuss our concerns about doing our taxes as first time real estate investors. He also took on our personal taxes as well. The level of service that he provides outshines the rest as he is extremely communicative, responds quickly to any questions, and is always there to guide you in the right direction. I called, texted, and emailed him so many times this tax season and I always got a response right away. He broke down the complexities of taxes so that we could focus on what we cared about most- using the tax laws to our advantage. When looking for a CPA, we wanted to bring someone on our team who actually wanted to see our real estate business grow and Chris is someone who really takes the time to show you that he is invested. Not to mention our paperwork was filed quickly. We look forward to working with him in the upcoming years as we continue to invest in real estate.

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perm_identityJohn Calafato

As a Real Estate business owner, I needed someone who has a lot of expertise filing both personal and business taxes on behalf of his/her clients. Chris is that person. He did a amazing job answering all my questions and was knowledgeable when it came to the new tax laws and how I can use them to my benefit as a business owner. My tax return was filed quickly and because Chris made this a educational and easy experience I plan to use him in the future. I highly recommend him to anyone who is seeking a skilled tax professional. Thanks, Chris!

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perm_identityJaclyn Hayes

I just started a job this year which requires me to travel so I will be filing a multi-state return. Chris was able to put my mind at ease and answered all of my tax related questions. He is always responsive and flexible. I am glad I found him and look forward to having his office do all my future tax returns!

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perm_identityAnne Geltzeiler

Chris has done my taxes for a few years now, he is effecient and very thorough, and he is always a pleasure to work with!

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perm_identityJustin Palamara

This is my first year working with Chris. I previously did my own taxes. Chris is fantastic all around. His expertise, his client service, his attention to detail. My only regret is that I didn't start working with him sooner. I can only imagine the amount of MY money I left in Uncle Sam's pocket over the years I did my own returns!

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perm_identityCristiana Muzio

Very helpful if you have also foreign taxes/items to include in your tax returns!

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perm_identitySaraK Makeup

My first time working with Mr. Whalen and he is thorough, professional, and great at what he does!! Who knew taxes could be so much fun! I highly recommend using his services.

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perm_identitymatthew homeijer

A pleasure to work with - highly recommended.

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perm_identityLisa Motz

Chris is a pleasure to work with, cares greatly about his clients and business partners!

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perm_identityThomas Applegate

Chris was very easy to work with. Very friendly, knowledgeable and caring. He works for your best interests. I definitely recommend Chris if you want a fighter in your corner.

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perm_identityCatherine Baldini

When I was in dire need I called Christopher Whalen 2 o’clock in the morning. Mr. Whalen picked up the phone and we spoke for an hour or so and put my mind at ease. Two days later I was sitting in front of Chris and he was able to prepare my taxes in a manner that made me be able to handle the process. I found him to be very professional, compassionate and jovial when he saw I was on the verge of tears. He is a credit to his profession and I highly recommend him.

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perm_identityErik Kuhi

Working with Chris was great! He made tax time much easier than I expected. I look forward to working with him and his firm in the 2019 and beyond.

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perm_identityDominic Razzano

My experience with Chris was one of a kind. Chris is not only an expert of all things business, but an expert in people as well. Chris makes you feel right at home, like you are his only client. He is unmatched in his ability to network, it is truly an art he has mastered. In the age of technology where people far too often bring their business to a company with little to no face-to-face interaction, Chris reminds one that a solid personal relationship trumps all. I will most definitely recommend Chris Whalen, CPA to anyone inquiring about an accountant, as well as someone who needs advice on all things business/networking/branding/ entrepreneurship. My experience was an absolute pleasure.

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perm_identityGabrielle Cresitello

I called Chris from a google search for help with a tax question and I'm very happy I did. He instantly answered the call and took the time to listen and assist. Not take my name and number and get back to me. He was very knowledgable with my situation and quickly addressed my needs. While I hope this particular situation won't need his further attention, I will certainly use him from here on out and make personal recommendations to friends and family. Give him a call, you won't be disappointed.

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perm_identitySuresh Pillay

Friendly and precise discussion with Chris Whalen, provided me with the right answers very quickly. I felt confident that his services would definitely be sufficient for my needs. His insight into commercial property investing is brilliant, and not only that he is also able to connect you to the right people. Definitely recommend him, if you interested in better tax planning and real estate investments.

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perm_identityDrew Sisler

Chris is on top of the issues. Good Job

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perm_identityEmily Abdelhamid

My husband and I were doing our taxes very last minute and we had a handful of questions on a Sunday night. We googled for CPA's in the area and found Chris. We submitted our info online and within minutes he had given us a phone call. We are very happy we found Chris and have been working with him for a few years now and will continue to. He's easy to talk to, great at explaining the details and most importantly, reliable and responsible. Call Chris - you won't regret it!

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perm_identityWan Hsi Yuan

I feel very confident with Chris and would highly recommend him. Although this is my first year working with Chris but I hope there will be many more years to come. He's extremely knowledgeable and hardworking, now I am more confidence with my business because Chris is part of my team.

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perm_identityDaniel Cardellichio

Are you happy with your CPA/tax preparer? Is your CPA well versed with the new tax laws? Don’t play around with your money. Go to an expert who has the answers and experience. Mr. Whalen is professional, knowledgeable, and takes the stress out of completing your taxes. Don’t waste your time and your money with others. There are times when life happens to all of us. As such, Mr. Whelan has been there to help me and my family. Mr. Whelan was able to assess the situation and offer sound strategic planning and long-term solutions! He gave us peace of mind. Therefore, I have no hesitation referring family and friends. Searching for a competent and professional accountant is one of the most stressful experiences. Mr. When takes the stress out of looking for an accountant with his expertise, and customer service and solution orientated approach. What are you waiting for please give Mr. Whalen a call today! Highly recommended! Dan Cardellichio DC, MS

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perm_identityDon Man

As an investment representative, I work with many CPAs, and few of them have the expertise and level of care that I see in Chris Whalen, CPA. Finding the right tax advisor is critical for me to be able to execute the correct long term financial plan for you and your family. I urge you to contact Chris to learn what his firm can do for you.

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perm_identityJohn Mucci

I spoke to Chris about a 1031 exchange. He was very knowledgeable and extremely helpful. He sole in detail and provided great advice free of charge. Really nice guy!

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perm_identityVictoria Komski

This was the first year I went to Chris to prepare my taxes. I was pleased with our initial visit and the time he took to get to know me in addition to reviewing my tax prep. I’m also happy with his flexibility in scheduling appointments and his availibility to answer questions throuought the year.

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perm_identityThea Bowers

Chris takes the time to explain everything you need to know and do when it comes to taxes. He's genuine and incredible knowledgeable. I would and have recommended him to my clients.

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perm_identityKrishana Pleasant

Chris Whalen provided me with relevant and timely insight, which helped make a complex statute very clear and straightforward. Not only does he have expert level knowledge, he responded right away and went above and beyond to assist. Chris is the kind of CPA you want on your team!

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perm_identityJoe Negrey

Chris is hands down the best CPA out there. He Is extremely knowledgeable, and responds quickly whenever I have any questions. He is very personable and overall a great guy!

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perm_identityDaniel Pizzi

Chris provides a wealth of tax related information for you or your business. Chris provided detailed tax liability information on income properties of mine. Chris has definitely been a critical resource for me as a Jersey Shore and South Florida Realtor. Definite expert in his trade and would highly recommend his services.

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perm_identityCurabba Agency

I needed help with the new tax law (Transient Accommodations Tax) for my beach rental property. Chris provided excellent and very timely advice, he had my issue solved in a matter of minutes! Thanks Chris.

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perm_identityDave Finn

Chris was very easy to work with, professional, efficient, and clearly tuned into our individual situation. Not a one-size-fits-all approach by any means, and he now has us in the right tax situation moving forward.

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perm_identityLori Saybolt

Chris is extremely well versed in taxes and accounting and is up to the minute on any new rules and regulations. He recently offered me sound advice regarding investment properties out of state. I highly recommend Chris and you will definitely appreciate his professionalism.

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perm_identityGoodlife Coffee Co Mobile Barista

Chris is fantastic. He is the ultimate professional who goes above and beyond for his clients. He legitimately cares for his clients well being and takes an interest in understanding their needs. Chris answers the phone in less than 3 rings, and takes the time to thoroughly explain any questions you have. Chris Whalen checks all of the boxes I was looking for in a trusted CPA. I would recommend him to anyone.

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perm_identityDave G

Hi seminars are great and he is just a phone call away to get the most accurate and helpful information for a 1031 exchange. Well worth the call to him.

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perm_identityLouise Hughes

The best CPA ever. Knowledgeable, super fast with great advice. I really felt that Chris cared about my problem and delivered the exact kind of help I needed to resolve a difficult situation. Do not hesitate to hire this very intelligent, caring CPA.

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perm_identityPeter Lupo

Chris is extremely knowledgeable and attentive. Was a pleasure to work with him. We met in person at his office, he heard me out, understood all the nuances and kept the bigger picture in mind. In the end, my accounting issues were resolved and I was left feeling pretty good about things. Very highly recommended.

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perm_identityWill Negron

Chris is the most down to earth, genuine, and motivated CPA I've ever met. He wants to be the absolute best. He listened to my needs and was able to give me the right advice and direction for my business. I left our meeting more motivated and fired up about the success of my company then we I came in. Thanks, Chris!

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perm_identityDave Seidy

Chris is the best in the business! He genuinely cares about all his clients. I don’t think of Chris as a CPA. I think of him as a Strategic Advisor. He can help in every area of your business. I highly suggest scheduling an appointment with him. You won’t regret it!

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perm_identityLeon Zuchowski

Chris responded quickly to my request for information and guidance regarding the new NJ homeowner rental property taxes. The information and guidance provided clarified the instructions provided by state and local agencies and was useful in my decision making process. Since the law has been repealed, I continue to use Chris a source for the next actions required to satisfy state rwquirements.

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perm_identityMichael Grosner

Extremely knowledgable and went out of his way to answer my tax questions.

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perm_identityAlcides Mora

Chris has been my accountant for many years. His friendship and business advice have brought my business to heights I never imagined. Hire him today to make sure your business and family's future are financially secure.

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perm_identityBHE Designs

Chris is a fantastic at what he does, and he has the Youtube channel to back it up. He gives great insight to people that you just wont get elsewhere. 5*

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perm_identityJoe Strokusz

My meeting with Chris was awesome! I can tell that he's truly invested in helping his clients succeed. With his help, hopefully I can become The Chocolate Milk ??

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perm_identityP C

Called Chris about the rental of transient accommodations law in New Jersey. This was the first time I had interacted with him, but he treated me like a long term client. He not only gave me the information I needed, but also gave me additional advice that was applicable to dealing with a transient space marketplace vendor. I would have no problem recommending Chris to family and friends.

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perm_identityRose Mora

We have been working with Chris for several years. We are located in central Jersey and travel about an hour to see him. He is always available for consulting with us. He is a very knowledgeable and trustworthy. I highly recommend Chris to everyone.

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perm_identityflorida santano

Great CPA Chris Whalen has Great information for Real Estate Agents and Business to Grow to Next Level Thank You Chris Whalen CPA. Florida

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perm_identityLouisa Sagarese

I just attended a seminar that Chris hosted and the amount of information that I received from him was amazing. He definitely knows his industry and is very approachable with any questions that you may have!

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perm_identityNicole Serra-Gonzalez

Great accountant from the first phone call. I made an appointment to meet with Mr. Whalen and he is exactly who I want in my business. We spoke for over an hour and he immediately created my LLC. He knows what he is talking about and he is extremely personable. I'm really very glad I found him.

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perm_identityAnthony Puma

Chris and company is very knowledgeable and helpful. I was worried of not being able to find some I trusted, but I found that person in Chris. He is always willing to pick up the phone and help, regardless of the time of year. A+++!

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perm_identityMegster

I am a business owner and have entrusted Chris with my returns for years. He makes the process seem so easy no matter how many piles of receipts i give him! Chris is always responsive to my calls and emails, which is much appreciated.

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perm_identityJersey Style

Very professional, experienced, very friendly,knowledgeable, and willing to help above and beyond, even after hours. A+++

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perm_identitymikorski16

I was looking for an accountant for some time. I googled “Best accountant in Monmouth “ and surely he came up. I scheduled a consultation and he helped me tremendously. Thank you Chris!

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perm_identitylucille homowitz

I spoke to Chris Whalen regarding questions I had about NJ and out of state taxes. He was very informative and knowledgeable with a friendly attitude. I’m very grateful. Thank u.

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perm_identityLouis Menna (Type3 Astronomy)

Chris is an excellent CPA, all around great guy and is one of the few who can handle cryptocurrencies like Bitcoin, Ethereum and others. He is a very experienced and knowledgeable accountant but is also constantly striving to improve. Take your tax and small business questions to Chris and you will improve as well.

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perm_identityColleen Kinslow

My experience with Mr. Whalen at his firm was excellent. As a recent graduate and self-employed artist, Mr. Whalen was very understanding and informative about my position. His advice regarding future financial planning and organization was very reassuring. I now feel much more well-equipped to handle my finances and taxes. Thank you, Mr. Whalen!

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perm_identityKim Finnegan

I recently had the pleasure of meeting with Chris Whalen. I was in a very stressful, short time frame situation. Chris took the time to meet me last minute on a Saturday. He completely put my mind at ease and rectified the situation. I cannot say enough about his professionalism and knowledge! He’s the best around....highly, highly, highly recommend!!!

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perm_identityKris Cantu

Simply put, Chris Whalen, CPA is a BEAST! I approached him regarding an audit I had some years ago. He attacked my issue with fierce energy the second we got off the phone. There is a stigma when dealing with the IRS that makes you feel alone and powerless. Chris truly knows this and goes out of his way to make you feel like you have a spartan warrior on your side. I was pleasantly surprised with the outcome of our investigation and I would not hesitate to work with Chris again on future tax-related and accounting projects. If you feel confused, angry, and that know one cares, I suggest you give Chris a call. 5 stars do not do this Man justice. JUST DO IT! You won't regret working with Chris.

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perm_identitykrystina giordano

I recently engaged Chris as the CPA for my business and he has been wonderful to work with. He is very knowledgeable and professional. He responds to my concerns quickly and has made me feel at ease with all my concerns regarding the business. I look forward to working with him in all my business endeavors.

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perm_identityMaria Lojo

Did online inquiry about a tax question Chris got back to me within the hour. Very knowledgeable!

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perm_identityChris Yun

I reached out to Chris Whalen, CPA to open a discussion about my finances and was pleased with our conversation. He was very friendly and attentive to my inquiries. Our discussion was engaging as he provided his services, supported with his knowledge and acumen of the topic at hand.

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perm_identityAllison Wilson

I recently met with Chris Whalen and was impressed by his genuine character and how he is known to go above and beyond for his clients! I have confidence that he would share his mission of being the best in the world of client services with all he meets and assists.

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perm_identityCraig Talerico

I recently had the opportunity to meet with Chris through a mutual client. His energy are second to none. I can especially appreciate his willingness and ability to extend his vast accounting and overall knowledge of how to succeed to not only his clients but to networking, business and community groups that can recognize the value in seeking it.

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perm_identityJeff Cope

Very professional service. I had a payroll issue and Chris promptly helped me out. I highly recommend and would definitely call him up if I ever need accounting help.

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perm_identityDebbie Lee

Chris is on point! He’s fast, informative and friendly. Thanks for the info and help, you’re the best.

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perm_identitySamuel Accardi

Very helpful and professional, he immediately helped me with my questions and concerns.

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perm_identityjude tropona

I had a tax question regarding a real estate transaction so I sent a quick message to Chris. I was almost immediately contacted with Chris with the exact answers I needed. Chris could not be more knowledgeable and helpful. I highly recommend his services to anyone in need.

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perm_identityKG

This guy was tremendous in his attention to detail on a simple question from half the country away. I am in Texas and had a question of concern for an individual living in New Jersey. We wanted to ensure we were handling things in a proper manner in being prepared for what we would encounter come tax time. Stand up guy! I'd give 10 stars if there were more.

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perm_identityPaulo Mendes

I highly recommend Chris for all tax matters one might have. Being my first time using his Cryptocurrency expertise I'm without a doubt satisfied.

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perm_identityRock To Save Darfur

Excellent CPA with wide ranging and deep knowledge in his field. I highly recommend him.

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perm_identityNicole Rollender

I highly recommend Chris Whalen's services. He is highly detail oriented and very knowledgeable. He reviewed my particular business situation and provided me with a thorough analysis and recommendations for my unique situation and questions.

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perm_identityNicola Rose

Chris was extremely helpful to me when I needed questions answered and needed them answered quickly. He is knowledgeable and listens well, understanding a wide variety of work situations. Highly recommended!

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perm_identityAR

Chris has been a pleasure to work with and proven to be extremely knowledgeable. It's amazing how he is always available and always enthusiastic to help answer a question or offer some good advice. I've had a great experience and wouldn't hesitate to recommend his firm to a friend.

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perm_identityJeffrey Khani

Honest, Knowledgable, Friendly, Patient, and Reliable are 5 descriptive words I would use to describe Chris. He’s someone I am very happy to recommend with the utmost confidence. He will do everything in his power to make you a happy customer. Very easy to work with and will make himself available to you and communicate along the way. Give him a shot, he’s 5 stars in my book and google seems to agree :)

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perm_identityMichael Schementi

Chris was readily available to answer our questions. He took the time to listen and understand our issue. His explanation for our complex question was clear and understandable. He made us feel very comfortable and we will definitely us him in the future.

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perm_identityJose Rojas

I started going to Chris a couple of years back and it has been an amazing financial decision. Chris is courteous, professional and knowledgable all while being personable as well. He answers every call and if by any chance he misses it, he reaches back out by the end of the day EVERY time. I am glad to say he doesn't disappear when income tax season is over. He has helped me out with my real estate and business tax questions as well. I highly reccomend Chris' services to anyone!

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perm_identityCody Love

Chris is exactly what I was looking for. Knowledgeable beyond accounting. I was looking for someone who knew not just about traditional taxes and accounting but about rental properties as well, and his knowledge exceeded my expectations and put my mind at ease knowing my finances are in good hands.

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perm_identityLanelle Chase

Chris quickly helped me answer a question related to registering as a foreign entity in the state of California. He is well respected by other referring business owners as well and is a really nice guy. Give him a call! ????

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perm_identityronald cole

Had a great meeting with Chris discussing the benefits of utilizing a Delaware Statutory Trust (DST) for 1031 Exchange solutions.

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perm_identityAnthony D'Ambrosio

Chris was outstanding! Professional, courteous, knowledgeable and downright genuine. When entrusting someone with handling your personal matters (in this case finances), it’s important that they take the time to learn about you as a person. Chris did just that. I highly recommended!!

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perm_identityLauren Porter

Chris is very responsive and helpful! He is exactly what you need to get things done right and on time.

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perm_identityJackie Palmer

I am a small business owner with no knowledge on the new 2020 W4 form. So I searched on line and ran across Chris Whalen podcast. I text Chris to ask him if he could send me a copy of the sample form that is on his podcast. To my surprise my phone rang in less than 5 minutes. Chris not only emailed me the information I needed asap he stayed on the phone with me to confirm I received it and answered all my questions. Thanks so much Chris

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perm_identityWilliam Schweizer

Great customer service relationship, always available for a quick chat or a fast return email. Chris’s knowledge is superb, my wife and I rely heavily on him for business and personal tax information. We highly recommend him.

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perm_identityDavid James

Answered my request promptly, was very satisfied with response. Very knowledgeable, will definitely use for my future endeavour.

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perm_identityJerick Co

Chris is awesome! I went to him when my taxes got a little more complex after becoming self employed. He’s quick, efficient, organized, and professional. I have a little more understanding now, and I feel confident that he’s handling my taxes.

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perm_identityVincent Laddaga

Chris took the time to listen to my wife and I and answer any questions we had about our tax returns. He is true professional and clearly knows his stuff when it comes to his field. Would 100 percent recommend.

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perm_identityAnthony

I came to Chris for guidance with my crypto business. He has been nothing but a pleasure to work with. His knowledge has given me a sense of reassurance that I've picked the right person. I am confidence in his ability to successfully provide me with the direction and support I need!

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perm_identityDaniel Caruso

I hired Chris Whalen, CPA 20 years ago for retirement related tax planning and income tax preparation. He has worked closely with my financial advisor over the years and has been instrumental in my retiring AHEAD of time. Chris’ expertise goes well beyond preparing tax returns. Make a professional relationship with him for the long term. My family is very glad that we did.

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perm_identityNicole Donnelly

My husband and I were new to the freelance world, just married, and just had a baby so were looking for an accountant to help navigate these murky waters. Boy are we glad we found Chris. From the very first meeting we felt we were in good hands. He is very personable, professional and clearly knowledgeable. Being a young family we have already learned a lot from his advice, he prepared our taxes (with minimal effort on our part) quickly and efficiently and we were pleasantly surprised with the outcome. We will be using him for years to come. Thanks Chris!

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perm_identityFrancesca Dono

Chris and I were introduced after he spoke during a seminar I attended for my Real Estate Office, Heritage House Sotheby's International Realty. His knowledge of accounting practices, more specifically real estate accounting practices is impressive. My husband and I used Chris to file our 2019 taxes and he could not have been easier to work with. He was always available to answer our questions and completed our return quickly once he received our paperwork. He has helped me tremendously with organizing my business for tax purposes. I highly recommend Chris as your go to guy for accounting.

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perm_identityBilly Ozturk

Chris has been nothing but a lifesaver. I would highly recommend his services to everyone. We came from one nightmare accountant to another and Chris was able to fix all the issues we had within days of us contacting him. His turnaround time is remarkable. Needless to say, we are extremely satisfied with his work. We can't be more happier! Very smooth process, Chris is extremely great to work with.

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perm_identityJo Ta

I hear about Chris from a You-tuber I follow. He was on one of his live stream last year for tax season to help out with a tax topic. I had a question about a few things I was unsure about. So, I sent him a email. He responded so fast, BY PHONE. It was a great interaction. Again this year I was unsure about something and shot him another email. Again, he responds fast and tells me to call him. On a Saturday at 5pm. What really impresses me is that he is willing to help people who are in a bind at probably the busies times of the year for him. 5 stars doesn't even do this man justice. He's awesome! Thank you for helping out Chris. Not many people out there like you anymore.

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perm_identityRalph Iacono

It is an absolute pleasure to work with Chris. He pays attention to details and has treated my wife and I like we are his only clients.

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perm_identityTerry Silpe

Mr. Whalen was very knowledgeable and extremely helpful. He was personable with a down to earth approach addressing tax issues. It was a pleasure working with him.

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perm_identityAmanda Heller

Great experience, quick turnaround and always answers questions. Will be back!

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perm_identityJoy DeLucia

Chris is great! He took the time to review things with me and put me at ease! Thank you Chris!!

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perm_identityAnthony Benifield Jr

Great guy he make tax for business easy to understand and he works with you on your taxes.

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perm_identityAaron Benifield

I came from Jackson NJ driving 45 mins to the best CPA in Monmouth County. I highly recommend Chris Whalen services and believe that once you walk into his office you will receive the best service and will be satisfied.

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perm_identityCosi Second

Exceptional service. Professional and knowledgeable staff. I highly recommend Chris Whalen, CPA firm for all accounting needs.

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perm_identityJohn Storey

Outstanding service from day 1! I was looking for an upgrade in service and Chris exceeded all expectations. Professional, accommodating and thorough sums it up for me. Customer for life here!

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perm_identityLori Crandall

Our income taxes this year included a NY state estate sale. As we usually do our taxes ourselves, we quickly saw that we were in above our heads. We found Chris online and are very happy we did. Chris was knowledgeable and had experiences with filing NY State estate income taxes. He responded to our text, email and phone calls quickly. He always had time for our questions and had the answers, he kept us informed on the status of our return and had our taxes done in no time. We highly recommend Chris.

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perm_identityChris Dillin

Chris is no nonsense/get the job done professional that doesn’t miss a beat. He knows the law inside and out. He’s the type of guy that people are talking about when they say “ I have a guy”. He is your guy - best.

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perm_identityBrian M

Chris pays great attention to detail and he is always available for his clients! Highly recommend!

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perm_identityMichael Alicakos

I had just moved to the area and did a search for CPAs in the area. I came across Chris and decided to meet with him. After our meeting I decided to have him prepare our tax returns and I am very happy I did. My wife started a home business last year and Chris made sure that we took advantage of every deduction possible. He provided us with worksheets to make sure we got all business and home office deductions. I would certainly recommend using Chris for any tax prep needs.

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perm_identityTara Velho

Chris is an amazing tax professional. I have been filing my taxes with Chris for the past 3 years and I cannot recommend him enough. He always finds time to connect on the phone to answer all my questions and always goes the extra mile to make sure our returns are executed properly and on time.

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perm_identityDonald Burns

Last minute needed a quality CPA to do my 3 state complicated return while working in another state. I did my research and found Chris Whalen. I explained my situation to him and told him that I was flying back the very next morning and needed immediate assistance. That same afternoon he squeezed me into his busy schedule and we sat and discussed my complicated situation. One week later my problems were solved. Chris did an excellent professional job with my tax preparation. He supplied me with several options to file with detailed explanations. Based on my experience I would highly recommend Chris Whalen CPA in Middletown, Monmouth County, NJ

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perm_identityAnthony Santangelo

Currently, I am working with Chris on both my 2019 Return and on starting up an LLC. Chris is fast AND efficient! What I appreciate most is that he responds to questions immediately via any mode of communication any day/time of the week. I like that he is Tech savvy as well!

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perm_identityGarrett Malloy

Chris was recommended by a neighbor. I had a problem with my TurboTax program and called him to ask if he would help. Met with me and solved problem. Very knowledgeable and just a great guy. If I need an accountant in the future he would be my first choice.

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perm_identityEmmanuel Velasco

Our accountant recently retired and we found Chris and could not be happier. He took time to meet with my wife and I to thoroughly review our prope returns and was responsive and informative with all our followup question .

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perm_identityDonna Sukiennik

I have known Chris in a professional capacity for 25 years. he has handled both our personal and professional accounting matters. Chris is responsive, knowledgeable and extremely competent. I highly recommend him as qualified and experienced CPA.

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perm_identityBruce Frusco

Chris did great job with our taxes. This was the first year we used his services. He asked questions during the process, which lead to us taking deductions we qualified for, but didn’t take in the past. His consultation was more thorough than with prior tax accounting firms.

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perm_identityMonica Nedelciu

I am a Canadian citizen living in NJ and I had a problem with Canada Revenue tax forms to fix. Chris contacted me in less than 1h after my message on the Web site and gave me an appointment same day. He helped me with Canada forms on spot and I am very happy with all the support received. I highly recommend Chris Whalen for all tax return problems US and Canada. Thank you!

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perm_identityChuck Schwing

Chris is very responsive and professional in his dealings with his clients. He’s done our taxes for several years now (after I tried doing my own). We are very pleased with his work. Chris is a man of his word.

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perm_identityGary Sisk

Believe all the excellent reviews. Chris is as advertised. He is knowable, professional and easy to work with.

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perm_identityEmile Schettino

Chris knocks customer service out of the park. I knew I had picked the right CPA within minutes. One of the best decisions I ever made. I found Chris Whalen via a banking professional at my bank, mentioning him. And also a fellow NJT rider on the train speaking highly of him. I had been given a few other names to check out from banking professionals and friends. But i did my own research. Im always a hard sell. Well I can honestly and Comfortably say....It was one the best decisions I’ve ever made. He is a consummate professional in all aspects. He actually cares too. Which is very absent these days, from most professions. He did two tax returns for me this year. Mine and a parent’s. I have used a chain location tax preparation company in the past. There is no comparison. Chris actually made me feel like I was his only client. He gave me his personal cell phone number. And claimed he’d answer it anytime of the day. This in addition to having NO land line in his personal office. He takes all calls himself. On “his” personal cell phone. Well.... as hesitant as I was. The day after I had my initial meeting with him. I called him at an obscure, after business hours time of the day. Not only did he answer. But, he met me at his office 15 min later. Chris is gonna charge more than H&R block. But, you get what you pay for at his firm. In my words. I’ve always said “I”get paid for what “I” know, in addition to what “l” do. He falls into this category as well. My tax preparation took exactly the time he said it would. His knowledge of the tax codes and every obscure question I asked was answered thoroughly. And in a demeanor that didn't make me feel inarticulate at any time. And from the first day when I left his office. I felt the same as I had, when I had just left My lawyers office for the first time. (of whom I only needed his services twice in my life). This was the feeling of relief or contentment. Knowing I picked the right CPA professional for the job. I would highly recommend him to any of my friends or relatives. Once again, Chris Whalen is an excellent CPA and it was an excellent experience for me, to have “Him” in “MY”corner.

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perm_identityGary Mercado

Chris is the real deal! He gives you his time to explain things and works hard to get things done, he is also a fantastic resource to a small business owner like myself.His tips and insight on how and what to do to build your business and make sure that you are accountable are invaluable.I can't recommend Chris enough so if you need a tax or business question answered make sure that Chris is your first (and probably last) call.

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perm_identityMaria Martinez

My experience with Chris has been one of above and beyond what is expected of an accountant. He is courteous, respectful, and professional. He is never to busy to take your calls or answer an email. He gives you his full attention I confidently recommend Chris for your accounting needs. You will never regret working with Chris Whalen!!!!!

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perm_identityRobert Jones

Extremely thorough with his preparation, and very willing to sit down with you and explain why it is what he did. He has a great personality and work ethic to match. I am COMPLETELY satified with Chris's services. If you give him a try, you will be too.

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perm_identityMathieu Sharp

Called Chris in regards to the NJ Renter Tax, he did an incredible job clarifying the law and answering my questions. Highly recommend!!

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perm_identityCynda Raffensperger

Chris was so knowledgeable and helpful. I highly recommend him to anyone looking for a competent, smart, affordable CPA.

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perm_identityDylan Walsh

Chris is easily the guy to go to for your tax questions and needs. He was very informative and you can definitely tell he was trying to help me out as much as possible. 10/10 would recommend his knowledge and service!

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perm_identityChris Wagenhals

Chris called back very quickly even considering the lateness of the hour that I contacted him. Very knowledgeable about the situation and what I was looking for.

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perm_identityAlbert Cataldo

So glad I just spoke to Chris its 9:00 pm Sunday night and this man has answered his phone and has also agreed to help me find info on my particular situation. I can actually see some light at the end of the tunnel now. Thanks Chris.

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perm_identityMichelle Gonzalez

Chris was so helpful answering all of my questions!

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perm_identityMelissa Cooper

Chris, went out of his way to put my mind at ease in today's world of financial uncertainty! He took the time to answer each question I had and explained them to me in great detail if I did not understand. I contacted him in the evening and he got back to me right away! I definitely recommend him to my family, friends, and colleagues!

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perm_identityShaun Franklin

Chris was helpful an professional. All questions were answered promptly with knowledge. Definitely reccomend

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perm_identityNicole Koopman

Chris was patient with all my questions and was able to give me advice. He is extremely nice and answers all questions in a timely manner.

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perm_identitybridget k 83

Chris's advice has been really helpful during this time of so much confusion ! I really appreciate his help and I look forward to listening to his pocast.

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perm_identitySchool of Music and Drama

Chris recently had a FB post about small business and the governments stimulus program that was interesting, helpful and very informative. I decided to call Chris and he answered my questions and was extremely helpful. When it comes to small business and NJ Tax, Chris knows his stuff.

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perm_identityAlicia O'Neal

Chris is an amazing help at such a devastating time an all the time! Thank you so much Chris I look forward to us continuing this new business relationship!

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perm_identityJenna A. Bush

Chris is highly knowledgeable and always responds to my questions within minutes. Even after years of lost contact, he remembers me and is happy to help at the drop of hat.

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perm_identityRobert Johnston

I have been doing my own taxes for a long time. i would dread April every year until my financial adviser told me about Chris. This turned out to be a great decision. Chris has done a wonderful job for my wife and I.

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perm_identityRichard Chinnock

Returned my email within the hour. Showed me a way to resolve my biggest problem for free! Knowledgable and for a tax guy, fun.

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perm_identityKathi See

Chris, I can not thank you enough for the information you had given us a Weichert regarding financial assistance that is out there for realtors. You were so insightful and answered everyone's questions and even concerns. I know you made me feel so much better about my financing over the next several months. I'm sure I will be contacting you for further advice and guidance. Thank you again for your incite and expertise.

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perm_identityRod Schwartz

Chris knows his stuff and is very helpful.

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perm_identitySandy Shalom

very professional! Helpful, patient, and informative.

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perm_identityNeil Mendelsohn

I wish I could give him a billion stars. I am a realtor and he gave a Zoom(virtual) seminar that I watched last week. I have never experienced a seminar that has left me feeling more knowledgeable. He was personable, easy to understand, comprehensive and humble. I never felt like he was talking down to us. All without being too wordy . A couple of days later I thought of a couple of questions and emailed him. My phone rang a couple of minutes later. It was him answering my questions. That kind of responsiveness is unmatched in today's world. My brother is an accountant and he takes care of my taxes, etc. However, if for any reason he can't, I will be calling Chris. Keep up the good work.

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perm_identitySilvana Buckley

Chris was very helpful and very knowledgeable for the questions and concerns I had. He put my mind at ease.

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perm_identityRob Tinsley

Chris was very knowledgeable, Answered all my question and in my opinion an all around good guy period.

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perm_identityRoy Kaufman

I heard Chris speak on a podcast and was very impressed with his knowledge business and all the every changing stimulus package options. I had a call with him the very next day and took time to walk me through all the options I could take advantage of. I'll be working with him in the future for sure.

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perm_identityChrissy Manna

Chris is our Real Estate Broker’s “go-to” person for information and clarity on all tax related topics. Chris is easily accessible and always happy to help. He is a valuable resource!

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perm_identityJosh from Colorado

Chris is great! Very knowledgeable and gets right to the facts and important feedback.

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perm_identityColleen Flynn

Chris is extremely helpful and knowledgeable about the needs of small business owners, and knows how to navigate the small business loans and programs offered by the government right now. Call him! He has answers and he answers the phone!

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perm_identityMalcolm M. Rasheed

I discovered Chris online and he was extremely professional and informative! He was urgent and responsive, even in the midst of this madness period we are in. Outside of his professionalism, he was energic and had a very easing going personality and my feeling within 5 minutes, was one of trust. Just knowing the little bit of information I know about him, this is someone I believe those in our community should support. Thank you very much, from France. Looking forward to further communication.

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perm_identityJohn Casella

From the way Chris answers the phone, to his helpful direction, it's a pleasure to speak to someone who has the answers. He knows his business and then some. A must talk to, then you decide.

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perm_identityBradley Fish

Chris, Thanks for taking the time to walk me through and de-mystify these very confusing online forms, and for being so on top of it. Keep up the awesome work!

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perm_identityAJP racing

Thank you Chris for responding back to me so quickly and answer a few questions I was curious about. You and couch need to link up again that was a great podcast.

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perm_identityElizabeth Lubin

Chris is extremely knowledgeable and responsive 24/7. He is passionate about his profession and always ready to help whether the situation is easy or difficult. highly recommend!

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perm_identityBarry Weinstein

Chris gives excellent advice and will help anyone without concern for his own pocket. I recommend him to all looking for a hard-working straightforward account.

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perm_identityElaine Eadon

Chris Whalen's knowledge will help guide you in the most efficient, valuable way possible given your circumstances. It is rare to find a CPA so dedicated to his work!

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perm_identityNick DiFranco

Chris is very prompt and does a great job working through the details of our returns. He also offers strong advice. He does a great job at taking the pain out of an otherwise stressful obligation.

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perm_identityINGRID GRAY

Chris is the MOST HONEST, ETHICAL, PROFESSIONAL PERSON, I KNOW. Besides that he knows Tax Law, like no other, ALWAYS available to take a call, even if there is no advantage to himself, which causes EVERYONE to want to pay him anyway, because he builds TRUST. Call Chris, he is AWESOME

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perm_identityMary Pat Charles

Chris was extremely informative with what Realtors should be doing during this Covid 19 crisis. Chris was able to answer my questions and give me advice. Thank you Chris!

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perm_identitySteven Hickey

I have been reading Chris's newsletter for a long time, which is great because it is only sent every week or two. I contacted him about a tax question and was very pleased with his personal follow up.

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perm_identityM Wilharm

Chris is a true professional with level headed advice during trying times for all of us. He presents it with a consistent easy to follow manner that makes sense. I would most highly recommend Chris for any of your tax/financial questions.

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perm_identityRobert Bakst

I had an opportunity to confer with Chris about some pressing tax matters. Chris was quick with his reply and willing to share insight without hesitation. Chris' conclusion and advice were intelligent and spot on. i highly recommend Chris. He has a great deal of knowledge and is an honorable man.

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perm_identityMichele Kiely Richards

I would wholeheartedly recommend Chris Whalen, CPA for all your professional tax and CPA requirements. Chris's professionalism and knowledge base about commercial & residential real estate along with international tax obligations - is unsurpassed in my opinion! Chris is one of the most technically skilled CPA's I have ever met, he was able to quickly ascertain our situation and make financially sound recommendations for both our business and personal tax returns. Whatever your financial concerns or issues are, Chris will help put your mind at ease. Again, a truly great experience dealing with Chris. Thank you so much!! Like Share

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perm_identityStephie Mack

Chris is very informative and readily available to help! He takes the time to explain everything and gives good guidance!

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perm_identityMary Reinhardt

I attended a webinar with Chris as the quest speaker he was absolutely great with answering all the questions we had. Very knowledgeable and up to date on all the programs being offered.

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perm_identityPat Snell

I met Chris Whalen at a virtual company office meeting. Glad I logged on. Chris was extremely helpful. Emailed him just recently looking for advice and he responded immediately with easy to follow instruction. Doesn’t get much better than that!

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perm_identityJessica Goodbody

Chris takes personal service to a new level. His response time is incredible and he provides valuable information that empowers me to make good decisions. Any time I have questions or concerns, I never hesitate to send a quick email, or pick up the phone and call Chris for guidance.

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perm_identityNicole Barry

I've attended 2 of the seminars that Chris Whalen has done for real estate agents. He is very informative and open. I felt comfortable emailing him with a question about covid benefits and he responded quickly by called me to discuss my question in detail! He was easy to talk to and I felt confident in his information and I'll be following his recommendation. Thanks Chris for being there for us realtors!!!

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perm_identityBrandon Kroll

Very knowledgeable CPA

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perm_identityJeff Yocum

I needed my Return Expedited. Even though I was a new client Chris worked diligently to help me get my Returns filed ASAP. Thanks Chris!

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perm_identityJackie Grieco

I highly recommend Chris. He is very knowledgeable and easily accessible. Thanks Chris for you time and for your guidance!

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perm_identityKevin E. Lynch

Chris' podcasts are excellent and very informative. He and his firm are very responsive to your questions.

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perm_identityKeith F.

In 2018 We had a very complicated tax situation so I couldn't do the taxes myself. We looked on line an found a number of different firms. I called Chris and we felt that he was the best person to handle our taxes. It was done in a timely fashion. He always returned my calls in a very short time. Instead of going back to doing my own taxes, I contacted Chris again because of the excellent service I received last year. It was another great experience. Chris reminded us of a missing document and other potential savings. I highly recommend him to handle your tax returns as well as other accounting services.

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perm_identityKatanni Grey

Chris responded quickly to my inquiry and clearly answered my questions. Thank you!

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perm_identityAndrey Zhuravel

Great service and very knowledgeable! Would highly recommend!

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perm_identityDoug Radley

I am a small business owner who is in the midst of the PPP Loan Program and had a few questions about the process, as well as looking for some answers regarding an issue I was having with my lender. While doing a search online, I found a video that Chris Whalen had put up on YouTube regarding the PPP Loan Program. After watching his informative video, I sent Chris an email outlining some of the specific concerns I was having. Within a very short time, he reached out to me with an email to follow up, in fact we ended up speaking over the phone. Chris was able to provide me with a lot of useful information along with some exact guidance that was extremely helpful. This was very reassuring and helped to relieve some of the anxiety I was dealing with regarding this process. If you are looking for a knowledgeable, hands on CPA, that will work with and for you, I would highly recommend Chris. He is very informative, professional and I’m sure he would look forward to assisting you with whatever accounting needs you may have.

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perm_identitySusan Staffordsmith

Reached out with a question, Chris responded and was helpful. Very appreciative to get the accounting advice.

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perm_identityMadison Reinhard

I emailed Chris on a Sunday night with a quick question regarding PPP and to update him on my status. To my surprise he called me within a few minutes to discuss further. I highly recommend Chris for all your accounting needs.

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perm_identityLee Summers

I was upset, not being able to file and submit the new unemployment application and have been freaking out over money, the virus, and our future! I read the blogs Chris went to my email, and on a lark, I submitted a question describing my frustration and inability to help myself. it was after midnight on a weekday when I read his email and sent him a reply. He didn't know me from Adam, yet he surprised me beyond belief! I got a phone call the next morning from an unknown number. I hesitated because early morning or late night phone calls can be bearing bad new! iT WAS CHRIS! He called to advise me, walk me through the directions after he sent me the email link to apply for the state unemplyment AND the Federal disaster relief websites. He assured me it may take some days because the system is so over whelmed. He walked me through all I needed to change on my application because I am retired and have a disability and have to file a certain way. It's like he was an angel! I told him the night I reached out to him, I had been awake for days unable to sleep for worry about bills, and my financial future. Even tho it may take some time, he explained what I needed to do in a calm, logical and caring way. Not words I usually use regarding financial peeps! He is a golden needle in the straw haystack of nonsense regarding financial fallout impacts from this virus. I am glad I was able to connect to someone so knowledgeable, kind and patient. I have a new lease on my emotional life during this awful time, and it was because one man cared enough to answer the email from a panic stricken old lady! He is a breath of fresh air in the craziness facing us daily. Thanks for being you, Chris. You made a huge difference. and it really matters...to me. God bless you. Mrs. Lee Summers

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perm_identity68 Lake

I used a CPA in another state for several years, then earlier this year I decided to look locally and found Chis Whalen, CPA, and am very happy with the results. Chris was very professional yet friendly and responsive and took a real interest in my finances and ways to improve my tax returns. I highly recommend Chris to anyone looking for a CPA who cares about his clients.

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perm_identityKen Skibinski

I am an attorney and recently had the opportunity to speak to Chris regarding the implications and requirements of the Covid 19 Payroll Protection loans/grants. Chris’s knowledge of the program was enlightening and helpful. He is a resource I would look to again.

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perm_identityFran Graffeo

Chris is a wealth of knowledge which is a blessing during these very difficult times. He is quick to communicate and a pleasure to work with.

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perm_identityThomas Rebele

Chris is extremely responsive and knowledgeable.  I would highly recommend Chris for all your accounting needs!

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perm_identityAnna Safonova

Responsive and very knowledgeable. Thinks outside of the box not just plug in the numbers type of CPA. Very hard to find someone who is on top of his game. Glad i was introduced to him.

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perm_identityEileen Rodriguez

Needed to find a local accountant and started asking around for suggestions. Came across Chris Whalen and called to inquire. From our initial phone conversation I was impressed with Chris. I immediately made an appointment and went into his office. I will never need to look any further. Chris was informative, courteous, knowledgeable, and professional. I would highly recommend Chris for any and all accounting needs. A true professional and a very nice person to deal with.

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perm_identityPenny Kaplan

Chris is fantastic. I was referred to him from a friend . He answered all my questions and called or emailed me back immediately. With COVID 19 , he has been emailing information to help his clients. I saw a posting from him, had a question , filled out his form and he got back to me the next day. I highly recommend Chris . I met him once to do my taxes and he has treated me as if he has been working with me forever.

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perm_identitylois white

Chris Whalen was wonderful to deal with. He was responsive and helpful. Answering my questions made me feel comfortable knowing that I was speaking to a knowledgeable professional.

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perm_identitygreg orzel

Chris was quick to respond and answered all of my questions. His podcasts keep me well informed about what's happening with tax changes and more. Highly recommended.

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perm_identityAleksandra Solodkiy

Chris is very professional, always in the know and keeping his clients on track with updates, podcasts and emails. He will get back to you asap and answer all your questions! Would highly recommend Chris for all your taxation needs!

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perm_identityTeresa Scilla

Absolutely wonderful experience! Chris Whalen is the best around!

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perm_identityErica Voorhees

During so much uncertainty and so many changes, Chris took the time to answer a few questions in a detailed, professional manner providing me with clarity and comfort. You can tell Chris knows his business, cares about the customer and is going to work hard for you the client. I GIVE THE HIGHEST OF RECOMMENDATIONS FOR KNOWLEDGE, RESPONSIVE SERVICE and HIS HARD WORK AS A CARING PROFESSIONAL!

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perm_identityHeather Cunningham

Chris was recommended to me by a colleague. He responded to me within the day & was very knowledgeable about how to handle my situation. I had some ideas and solutions sent to me during our conversation. 5 stars for sure!

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perm_identitySebastien

Chris Whalen was easy to contact, responded quickly, and provided services on time. I recommend hiring him as a CPA.

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perm_identityR. Mitchell Cox

Mr. Whalen is very knowledgeable and professional. I am a single person LLC and had questions about my PUA benefits and how to respond to a recent e-adjudication I received from the state. He was able to answer based on his experience with similar clients and tell me what I could expect going forward. I would recommend him highly.

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perm_identityKimberly Price

My experience went very well ,he was very informative and helpful . Saved me a lot of time and was very professional and respectful. I will absolutely be recommending him to friends . Thanks again ??

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perm_identitygwen spence

Chris was personable , knowledgeable and helpful . He gave us great information !

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perm_identityBlair Fullmer

Chris has been a guideline light for me and my two sons, both are small business owners in Denver, CO. His total understanding of the SBA/CARES Act turned this very confusing process into a manageable understandable situation. Why does Chris go out of his way to help some folks thousands of miles away? He does it because he is a true PROFESSIONAL.

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perm_identityJenna Delano

Simply put Chris is amazing! he's definitely the the guy to talk to if you have questions and need help. For us the most important thing was finding someone who is responsive and on top of it when we have a question or need advice and guidance and Im super please with how quick chris gets back to me every time I have a question regarding anything related to the business or our financials. He's very helpful is telling us all the tips and tricks when it comes to accounting, book keeping and tax prep. He helped us structure our business and track all of our financials and stay on top of write offs and things we can expense and I would HIGHLY RECOMMEND giving him a call and working with him as he is very professional and easy to work with! 10/10 would highly recommend! Thank you chris!

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perm_identityKhadra Qali

Chris was such a big help. I had so many unanswered questions. By the time I got off the phone I was confident in how I would go about my situation. Also I was very nervous to call about sugar baby income, but he welcomed me with open arms, and no judgment. I was comfortable talking to him about everything. I’ve also noticed a lot of sugar babies are put into shady situations they might not be aware of, so it’s highly important you speak with someone who has experience. He will break everything down for you step by step, to make you fully understand. He is super kind, patient, and is great at what he does. If you’re a sugar baby and need someone to speak with for advice about how to go as far as being a sugar baby, I would recommend giving this man a quick call. Thank you Chris, I will definitely be calling you back to do business with you again :)

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perm_identityMatthew Hillman

Chris was available to answer several questions for me regarding complicated issues. He is very knowledgeable, I'd recommend him.

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perm_identityJennifer Natal

I highly recommend Chris Whalen, CPA. Chris is very professional and responsive to all calls, text and emails. I am in business as well and it is very important to be able to contact your CPA when you have questions and receive a timely response. Chris Whalen, explains everything in detail and is very easy to communicate with. Chris Whalen's office is in great location with a parking lot which makes dropping off paperwork very easy.

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perm_identityJason Leslie

I had a question about SBA loans, Chris called me right away, answered my questions. Highly recommended!!! ??

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perm_identityJonathan Dick

I had a question about gifting stocks that were at a loss and what stock basis would go to the recipient. Chris was patient and what I thought happened was not the case. My old basis would go the recipient and how that was advantageous for the recipient if the stock recovers. I'd thought the basis would change to the market price when the shares were transferred. He made it very clear. This was just an initial call out of the blue b/c I watch his youtube videos and his explainers on the tax code changes. All good stuff. Highly worthwhile watching.

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perm_identitySue Ip

Chris is very energetic and passionate. He remembers your name after talking to you once. He is knowledgeable and is always willing to help! So good to get to know him and I believe my clients will be benefit from him too!

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perm_identitySteve and Anne Schuman

Chris is a first-class expert on financial and accounting issues for Real Estate Brokers and Agents. I have seen several of his presentations through my MLS, and I always learn new information which is invaluable in the practice of Real Estate.

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perm_identityEnda Keegan

After spending hours online trying to find answers. Chris was excellent getting me with the correct answer in a matter of minutes. As a real estate agent there are so many new rules and regulations it is great to have a professional to rely on.

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perm_identityPJ Rapps

Mr. Whalen is extremely professional and always makes himself available for his clients.

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perm_identityNatalie Perrone

Chris is very knowledgeable in his field and always willing to help out and has the correct information to share with his clients.

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perm_identityValerie L. Lopez

I had contacted him regarding a business matter I wasn’t sure about and wanted to get a professional opinion before I dived into a commitment and Chris was just so helpful! So full of knowledge and very professional! I will always go to him from now on for business matters. Definitely reccomend!

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perm_identityMichael Luzzi

I reached out to Chris concerning questions I had with regard to the PPP and EIDL loan programs. I was referred to Chris by someone I’ve known for 30 years who is a commercial loan specialist. He said Chris was extremely knowledgeable about those loan programs and recommended calling him. Chris responded almost immediately and I did, in fact find him very knowledgeable. He answered all my questions and gave me great advice.

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perm_identityRob Acocella

Chris is very knowledgeable and helpful. I had a sudden, urgent question pop up that I needed clarity on and Chris was very generous with his time and professional in his response. I'd highly recommend Chris for your CPA needs.

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perm_identitydonna phair

Working with Chris Whalen regarding our taxes was a pleasure. He is very knowledgeable, professional and thorough. He was able to simplify complicated tax situation and lower our tax consequence

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perm_identitySabrina Sharp

I have been scouring the web for information since my CPA is so difficult to reach. I stumbled across Chris' page, called and he answered on my first call. He was very happy to answer a couple of questions and knowledgeable in the current CARES Act and the affect on businesses.

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perm_identityRider Transportation

Chris was very professional and responsive regarding an inquiry related. I posted a questions on his sight and he responded back via email and surprisingly he even followed up with a phone call, which a rare these days. During the call he was very pleasant and knowledgeable in addressing my concerns. I will defiantly reach out in the future.

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perm_identityTony Hannan

Chris was kind enough to answer my question about capital gains tax over the phone without charging me. I am not even a client. If I ever decide to stop using TurboTax I will definitely hire him!

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perm_identityFABO Help

Chris is a fantastic! Not only did he help me with a rush on getting my taxes done, he is a true consultant and advisor. I am a business owner starting to get involved in real estate and Chris was able to share a wealth of his knowledge with me as well! Very happy with his services.

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perm_identityJust J

I reached out to Chris through the contact portion of his website and he responded almost immediately. When we spoke, I was a bit anxious and bombarded Chris with a ton of questions. He made sure to answer all my questions and I found him to be very patient, polite, and knowledgeable.

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perm_identityJennifer Bavaro

Exceptionally responsive, knowledgeable and always has clients' best interest in mind!

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perm_identityTdot Illdude

So many things i can say about my experience, but i will just sum it up with the word Clarity . Being young, in the entertainment industry can get very tricky when it comes to taxes. Chris is patient, knowledgeable, and extremely informed. He provides information that you can understand & you can feel confident in. Thanks again! And i 100% recommend his services to anyone who is reading this message! God bless.

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perm_identityChris C

Prompt and professional.

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perm_identityERIC GOULD

Excellent knowledge of the PPP program including the forgiveness process. Very responsive to inquiries.

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perm_identityBryan Kelleman

I strongly recommend Chris Whalen’s accounting firm if you’re looking for a knowledgeable and responsive professional that is actively developing expertise in new guidelines to better serve his clients. I switched to Chris’ firm after years of frustration with a mom and pop accountant that simply didn’t understand how businesses work. I look forward to continue working with Chris and consider him an extension of my team going forward.

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perm_identityPatricia Fitzpatrick

Chris responded to my inquiry very quickly! He was very professional and answered all my questions with honest answers. I appreciate that he told me all the fees upfront when asked. I'm new to the freelance world and it is quite confusing, but Chris seemed knowledgeable and ready to help me.

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perm_identityStephen Schiavone

I found Chris from an associate after taking my last bath from my previous accounting firm, I couldn’t have been more pleased with the recommendation. My first consultation went excellent and he was on the job! He requested all the correct documents, asked all the correct questions during the first meeting and was attentive to my concerns and addressed them as well. His services were stellar and completed with a 5 star review!!! I Highly recommend Chris. ?? ?? ?? ?? ??

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perm_identityC H

I had posted a question on Chris' website and he texted/called me back immediately to answer/explain. Thanks for being so responsive!

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perm_identityTimothy Cannata

Chris is the BEST! He is super responsive and will usually reply within the same day. I had been foolishly doing my own taxes with Turbotax for years and Chris was able to save me a bunch of money on taxes this year. He even accepted me as a client just a week before taxes were due. I was referred to him by a real estate colleague and I can't recommend him highly enough. If you are a business owner or self-employed professional then you need a highly knowledgable CPA like Chris to help you.

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perm_identitySteven Mercurio

Chris is extremely responsive, knowledgeable, and makes the process as simple as it can be. I highly recommend his services to everyone.

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perm_identityLaura Zeitler

Chris was super responsive and very professional. I really appreciated that he took my call right away and was able to give me the answers that I needed. Thank you for your help! :)

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perm_identityAlexandra Lubin

Chris Whalen is the best! When I needed his help with something important and time sensitive he called me right away and easily helped me resolve the issue. He is knowledgable, responsive and very friendly/easy to talk to! I would highly recommend Chris.

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perm_identityChet Tooker

Chris is a professional entrepreneur, not just a CPA. I didn’t realize one person could embody so much business knowledge and tax expertise. Most importantly he genuinely cares about you and your family, not just your business. I now know what being under The Whalen Umbrella means.

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perm_identityCourtney Glubo

I contacted Chris via text with a question regarding the tax implications of the sale of my property and he responded literally within minutes and provided valuable advise to my family! He was responsive, professional and just an all around nice guy. Would highly recommend!

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perm_identityAbby Meyers

Chris was very quick to return my phone call and very willing to answer questions!

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perm_identityChristian Kulovitz

Great experience with Chris ! Chris was extremely responsive and contacted me right away when I had multiple questions - he is very professional and really knows what he is talking about. I for sure will be utilizing Chris for all my accounting needs. Thanks Chris !

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perm_identityKaren Blackbourn

Initially I was introduced to Chris while stumbling upon a very informative 2020 podcast. I learned more during his podcast about issues we are faced with today than I have doing research all year. Now, amidst the Covid Confusion with PPP, stimulus checks, income tax requirements, Cares Act and everything else associated- Chris explained everything concisely and to the point. I know Chris will be worth every penny and probably save us a bundle when doing our next tax return! Highly recommend

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perm_identityBrenda Ottaviani

Mr. Whalen was recommended by a co-worker dealing with similar tax issues. After my husband and I were strung along for over a year by another firm, we brought our tax problem to Chris. He was a breath of fresh air as he listened to all of our concerns and helped us find a solution that worked for our family's situation. He treats his clients as individuals, with each solution tailored to the client. In addition, he is very down to earth and not condescending, like other experts tend to be.

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perm_identityNaomi Garcia

Chris Whalen was very helpful and had lots of patients explaining everything. I had a few questions that were quickly answered in a professional manner. If you have any questions about taxes give him a call he is sure to pick up and help! Responds very quickly and gets straight to the point of what you need.

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perm_identityNicki C

So impressive and responsive!! Just the best there is!

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perm_identityMegan Lawrence

I got a letter I got in the mail asking for my business to pay $160.00 or I would be fined. Thankfully Chris posted an article about this letter and saved me from going through with the scam. I immediately wrote him an email thanking him for posting the blog and hoping he can be of service for all of my newbie questions. He was extremely friendly, helpful, and responsive. As a new small business owner I am looking forward to his help in the future!

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perm_identityThomas Westervelt

I was referred to Chris Whalen and I am completely satisfied. He is passionate, detailed, very responsive and very thorough. He made the process super easy and stress free for me. He answered every question I had and he still answers every question I have. He took his time to explain everything to me and he got it done in a timely manner. Definitely someone you want to have on your team, thank you again Chris!

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perm_identityNatalie Little

He was very helpful and nonjudgmental. I felt very comfortable talking to him. He gave amazing advise and saved me from a lot of problems in the future!

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perm_identityMarlo DeCree

If you’re in need of informative resources and expertise than Chris is definitely your guy! He was so responsive and ready to answer any and all of my questions. He’s ready to make information & guidance accessible to you, without any judgment / attitude towards whatever your questions / needs may be. Highly recommend!

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perm_identityJoanne Masco

Quick response to my inquiry. Is very knowledgeable and provided good explanations and alternative choices to my situation.

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perm_identityFern Gillespie

Excellent service on filing my taxes!

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perm_identitydaniel hornecker

As a professional creative, administrative and accounting are often on the back burner. Chris worked diligently with our agency to prepare and file our returns, assisted us with PPP and brought order to the chaos. Highest recommendation and will definitely return to Chris, as needed. Daniel Hornecker Owner/Founder Public Image Unltd.

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perm_identityKJ

I just had a great consultation with Chris, he was very informative and helpful. He even gave me suggestions on banking. Thanks!

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perm_identityScarlet Isley

Chris Whalen was very professional and understanding. He explained things very clearly and offered great advice!!

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perm_identityMel F

Chris quickly responded to my consultation request, answered all of my questions and provided valuable and knowledgeable information regarding managing income tax on my small business.

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perm_identitySehloso

I like that Chris is great with his services and he’s a professional I’m glad he helped me with my onlyfans and he’s a great CPA

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perm_identityEddie M

My SBA covid loan was in disarray and I feel extremely fortunate to have found Chris online from North Florida. His professional guidance and service saved us thousands of dollars. My advice: HIRE CHRIS WHALEN

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perm_identityPammie Kongkarat

I haven’t hired Chris yet, but he made me feel comfortable and heard when addressing my concerns about filing taxes as self employed. He was to the point and very thorough.

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perm_identityDiane B Kaplan

If you want an immediate response to a question or need advice, Chris Whalen is the person you want to contact. I sent an email to Chris asking a question and he immediately got back to me by phone. Can you imagine a phone call, a person to person conversation, well that's what happened. Chris explained some things I needed to hear and answered my questions. I am thankful and really appreciated Chris' quick response.

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perm_identityAnn Quinlan

I was referred to Chris Whalen by a Monmouth County realtor who recommended him as a CPA with great expertise in realty and estate matters that could guide me on tax issues regarding the sale of my Mom's house as the executor of her estate. In one short phone call it was evident that Chris is in fact an expert in these tax and estate issues, and he provided clear answers to my questions regarding the cost basis of Mom's house and on filing the 1041 tax forms for the estate. Chris was extremely helpful and generously answered my questions as a courtesy consultation, and I would confidently recommend him, as my realtor did for me, to anyone needing CPA services. Thank you Chris!

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perm_identityrebecca smith

He was very informative and helpful he did a great job i highly recommend him

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perm_identityLexi Pilkerton

He helped me out lots with all my income questions. And helped me figure out how much I need to save each month. Amazing service

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perm_identityAlexandra

Very professional. Always available to answer questions with reliable and accurate info. Highly recommended to others.

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perm_identityPrasangi Atapattu

Chris is incredibly helpful and can ease you through anything. He helped me in my time of need and with such grace and encouragement, exactly what anyone would be lucky to experience for themselves. Go to him for any of your questions!

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perm_identityAnnemarie Saxer

Chris has been my accountant for several years and is great at what he does! He is very responsive, fair, and makes sure every avenue is appropriately considered for the best possible outcome. Highly recommend.

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perm_identityCaroline Bessent

Chris was excellent to work with. He was incredibly diligent in helping me establish and file for my new business. I am thankful for his breadth of knowledge and his prompt responses to my inquiries. I feel confident in starting my business because of his expertise and professionalism.

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perm_identityCARMINE GENTILE

Chris has gone above and beyond for me and my company. I cannot thank you enough for all your help and support.

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perm_identityKaisey Caputo (KaiseyCaps)

Chris was extremely helpful and answered all of my questions. I found him through an article that he wrote, which gave me a lot of information as well. I’d definitely recommend him ! Thank you again for your help ! ??

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perm_identityTom Galvin

Chris offers the perfect combination of expertise and responsiveness. He's well versed on the law and practices, is a problem solver, and is so easy to work with. If you need help with your business, Chris should be your first call.

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perm_identityNICOLAS HAMATI

I spoke with Mr. Whalem regarding a tax issue. Not only did he answered my question but he provide me with articles and links to support his answer which was extremely helpful to my case. Mr. Whalem was very professional and helpful. I recommend him highly and I will guarantee you that he will resolve your tax issues.

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perm_identityEkaterina Bronshteyn

If you are looking for an accounting expert Chris Whalen is the one! Highly organized and knowledgeable, Chris pays attention to all details. He is credible and perfectly understands the field. Chris Whalen is an indispensable professional who plays a vital role in my family's business. You and your business are in great hands when you work with Chris.

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perm_identityRand

I found Chris online when researching a specific tax question for which I was unable to uncover an answer. Chris called me the same day with a clear answer and gave me the direction that allowed me to move ahead. Excellent service and expertise.

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perm_identityBryan Neal

First experience working with Chris and it was a great one. Excellent communication, knowledgeable, was able to answer any questions I had and explain why. He turned our tax returns around within promised timeframes. All around 5 star experience!

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perm_identityJose Diaz (KC2VKY)

I call for the state of Florida, Chris he help us out in less the 1 minute with a W9 form. definitely I recommend Chris.

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perm_identityK

Chris is a great resource, both for accounting and for referrals that I know I can trust. Always reliable and responsive.

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perm_identityAmihan Muffins

Extremely understanding, accommodating, and professional. I really appreciate how he patiently explains legal concepts in layman's terms so it's easier for me to grasp, and how he's passionate about stopping misinformation and meeting your needs. If you're looking for someone dedicated to helping his clients feel capable and empowered, I would highly recommend his services!

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perm_identitySabina Ramirez

barely have experience with him yet but I can say he is so very helpful and fast to respond to questions. made everything feel easy and attainable. he gives you confidence in your situation.

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perm_identityNicole Goodwin

He’s extremely knowledgeable. Was very straightforward and extremely friendly, polite and thorough with his explaining of things I was unsure of. Highly recommend his services!

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perm_identitygstavella

I contacted Chris to resolve an old tax issue. He has been very responsive and will usually reply within the same day. I think we have the issue under control and I'm looking forward to working with Chris from now on. I was referred to him by my financial advisor who said, If you want the BEST, contact Chris! and she was right, as usual.

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perm_identityJeffrey Moceikis

Mr. Whalen CPA Had Helped Me With Some Issues With My Business What A Professional Well Educated & Responsive; He Took The Time To Listen To My Issues.. With His Utmost Expertise Chris; In A Timely Fashion At Best! Helped Me Resolve My Issues.. Highly Recommended CPA Firm Here In NJ!

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perm_identityRuth Amelia Rojas

I had reached out to him late at night and he responded right away. He was quick to give me his email and answered all my questions and concerns. Thank you so much.

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perm_identityNancy Newman

Chris is amazingly responsive and offers to step up when you need him. He is efficient and wastes no time in getting to the point and executing well. I highly recommend him.

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perm_identityFlagello Family

Chris assisted me with my business formation. He worked with the state directly to resolve issues with the business name approval and at the same time provided daily updates. Amazing service. He's always available to assist or answer a question. For the first time I'm actually looking forward to to tax season!

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perm_identitySteve M

Had a complicated severance issue which I could not handle on Turbotax or any of the software platforms. Called Chris and reviewed the issued, he understood it and we agreed on a solution. I did not want to deal with one of the local firms parading as a financial advisor. I did not want a part time employee at HR who knows less than I do. Glad to have a local pro.

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perm_identitysuzanne maltese

Wow, ready willing and able to be of professional help and support, right “on the money” with sound advice. Chris was great!

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perm_identitySteve Cook

My mother and I just acquired a rental property for which we had many questions- Mr. Whalen was able to answer every single one of them in one call. What would have been an extremely complicated and confusing transition into property management was made so much easier with Mr. Whalen's help. I highly, highly suggest Mr. Whalen for all things rental property, account management, and accounting in general - 5 STARS! Looking forward to working with Chris again soon!

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perm_identityKathryn Perez

Chris knows his craft. First and foremost, he saved me and my husband money on our tax return. Second, he listened to our concerns and had the answers we sought. Third, his communication style is EFFICIENT --he gets back to you right away-- and EFFECTIVE: he can explain complex tax matters simply. I have already recommended Chris to my friends and family. (P.S. His podcasts are great too!)

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perm_identityBrittany Beaver

Explained everything perfect for me :) thank you!

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perm_identityMaria M.

Chris is an outstanding tax professional. He gives sound advice and returns your calls promptly. Honest and hardworking!

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perm_identityGenevieve

Talking with Chris Whalen was very informative! He definitely knows his work and is extremely kind and truly cares for his clients. I’ll be sure to contact him about anything else I may need in the future!!

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perm_identityEric Pearl

Chris did a wonderful job in answering a difficult tax question on the NJ Tax Withholding for an out-of-state Seller. His response was i,,ediate and fully informed. Thank you Chris for the fine service.

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perm_identitychris carroll

Chris gave a talk on real estate that was spot on! When I called for more advice (free of charge, by the way), he was more than happy to provide. Great resource and quick response time. Highly recommended.

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perm_identityTrevor Roudabush

Details to fill out the W-9 were extremely straightforward and easy to read. While on the phone discussing deductions and which forms will be needed he was exceptionally professional and used language that was easy to follow and understand.

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perm_identityConnection Machine

Chris is an accountant that you can trust and know you are literally in good hands. He makes sure he develops relationships with his clients where he finds out all areas that he could help. From recommendations to other professionals to allow them to be successful. Chris a great guy, friend and recommendation source for my online and offline community.

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perm_identityTawni Fording

Chris helped me with some business questions. Very respectful and professional. One of the best I would definitely recommend.

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perm_identityLisa Lisa

Dealing with Chris was a great experience. He is very professional and responded immediately to me. I finally found an accountant that I trust.

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perm_identityMatthew McManus

Chris is extremely knowledgeable regarding all tax and financial matters! He is personable, prompt, responsive and I highly recommend his services!

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perm_identityJoseph Corcione

Chris is a very responsive and professional CPA. Always answered my calls and emails. Always available and attentive to his customers. Would recommend him time and time again!

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perm_identitytechstormster

Smart Cookie. I would be 100% confidant in recommending Mr. Chris Whalen's services to friends and family.

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perm_identitySteve Bussetti

Chris is super responsive and super knowledgable -- he was able to sort out a concern I had over the phone before we even got down to business.

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perm_identityMikayla Roos

Chris was very helpful and knowledgeable when it came to answering all my questions. His firm was quick to respond to my email inquiry and called me back about 5 minutes later to speak with me about all my questions. I would definitely recommend Chris to my family and friends!

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perm_identityTeresa

Chris is super easy to work with and was very responsive any time I had a question. Would definitely recommend his service!

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perm_identityAnnika Persa

Called and discussed tax options briefly. Very nice and expressed interest in working with my unique situation. I did not retain services, but will consider him an option as I organize my documents.

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perm_identitySierra Lynn

responded so fast and helped me with everything i needed!! super professional and will definitely be referring to him in the future

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perm_identityMcaylaaa B

Very professional and efficient! He was so quick to help when I needed it! I definitely recommend!

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perm_identityCaroline Buhlman

super helpful and explained things in easy-to-understand terms

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perm_identityBob Kalatschinow

Chris Whalen was great. He answered all of my questions and responded with better options for me and my business. I plan to use him for more advice and doing my tax returns.

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perm_identityVictoria

I had a couple of questions/ concerns OF a certain topic and Chris was very quick to respond and was very professional! Even with just a couple of seconds speaking to him he was very informative and helpful. Definitely someone to go to for financial help.

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perm_identityEmily Armstrong

I called Chris about a few business questions I had, he was absolutely wonderful! Way beyond the experiences I usually have. He was informative and easy to understand.

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perm_identityDerek Trafton

Wow - what a great relief to talk to somebody professional who not only knows what they are talking about, but cares about people and likes to explain the situation fully!!

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perm_identityRyan Jaye

Chris was super helpful and completely eased my anxiety about tax time. He gave me the best advice for how much I had made and then told me to call back with any other questions, even though he said that he wasn’t the best option for me! Absolutely amazing!!!!!

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perm_identitystar Casting

Chris was super helpful during our free consult where I brought up not 1 but 3 questions - he has such varied experience - he was efficient and confident in our conversation. He answered all my questions and I plan to likely hire him for my future accountant needs, I own a small business and navigating all the twists and turns of UE, PUA, PPE, and SBA, etc has been challenging! I am glad I found him. He was kind and smart; a pleasure to speak with. Don’t hesitate to contact him.

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perm_identityChris Kaiser

I reached out to Chris regarding personal and business related tax questions. Chris was very responsive and provided up to date tax information for both my personal/ business related questions. I would recommend Chris highly and would reach out to Chris again if his services are needed.

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perm_identityMonark Shah

Chris was extremely knowledgeable about accounting and book keeping. Seemed extremely knowledgeable, gave me the exact information I needed. Will 100% be working with him in the near future

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perm_identityKristen Delgado

Chris Whalen is one of the most understanding people I ever met. They will walk you though everystep and no question is a bad question with them. There is no shame no matter the profession.

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perm_identityRealtor with a Smile - Kahdijah Bell Taylor

After receiving Chris's podcast about a relevant subject for real estate agent, I picked up the phone and called him to ask questions directly. Not only was he responsive, but he explained the issue in detail and provided me with documentation to read for myself. Thanks for the save Chris!

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perm_identityC.R. Marcia

Very knowledgeable in the nuanced world that is NJ State Taxation Highly recommend

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perm_identityDaisy D

Chris was very responsive to my quick questions and answered them on the spot once i made the phone call! Thankful for his services!

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perm_identityHaley Gochal

Submitted a forum about questions for taxes and got a response within the hour. Very professional and was able to answer the questions I had and helped ease my anxiety.

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perm_identityDavid Kopic

I just moved to Monmouth county, switched careers and had a plethora of tax questions. Chris was extremely knowledgeable and patient with me. Before I spoke to him I was a ball of nerves and anxiety after our conversation I was confident I made the right choice.

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perm_identityGlenda Grill

I called Chris to answer questions regarding a 1031exchange that my client was inquiring about. By the end of the day, Chris had responded and answered my questions. Quick to respond!

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perm_identityJennifer Daly

Chris is very professional and knows his stuff. He takes the headache out of doing my taxes very year and provides advice on how to manage how much tax is taken out of my paycheck throughout the year, and my bonus, so I don't get jammed with unexpected underages when I file my return.

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perm_identityJohn Vulpis

Chris is a pleasure to do business with! Responsive, helpful and thoroughly explains any questions you may have. He will always have my business. That’s for sure.

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perm_identityNatalie T

He was very helpful and he answered all of my questions! Such a sweety! I’d definitely give him a call ! I promise it will be worth it!!!!

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perm_identityJohn Diebolt

Chris called me back within minutes regarding a question about SBA EIDL loan, for a professional medical/mental health practice and what it could be used and not used for. He was fantastic, knowledgeable and took plenty of time to make sure I understood these confusing loan terms. I'm in Illinois and he was licensed in my state, so I knew he was a pro! Thank you so much. I highly recommend Chris Whalen for any guidance WITH ALL, issues and questions! Thank you Chris!!

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perm_identityNeal Demaio

Chris was very helpful and pleasant to deal with. Very knowledgeable and displays integrity

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perm_identityVeronica Campobasso

Wow!! Chris was so knowledgeable and informative about the PPP loan! Easily accessible and would def reccomend!!

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perm_identityTHE PASTOR'S EX WIFE

the main thing on the internet with regard to CHRIS is call me immediately, my expectations was a voice mail will answer.. NOT!!! he picked right up and answered my question, a huge SMILE on my FACE thanku Chris!!!

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perm_identityLeina Abercrombie

Chris is so helpful! He answered my call immediately and was very informative about the questions I had. I’m very confident in working with him in the future!

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perm_identityKaitlyn Markham

Awesome guy, very quick to respond and so knowledgeable! After speaking with him I know I will never be trying turbo tax or attempting to file on my own again!! Highly recommend if you’d like someone who knows what they are doing and is willing to explain everything and make valuable suggestions.

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perm_identityPaul Kolterjahn

Chris is extremely knowledgeable and more than willing to answer your questions. He is professional and patient in explaining things so that you completely understand your situation and get the information you are looking for.

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perm_identityGilda Grellet

Chris is incredibly knowledgeable and professional. He answered all my questions and resolved all my issues. He is extremely responsive and got back to me within minutes every time. Highly recommended.

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perm_identityAlexis Heim

Gave me great advice with the ever changing tax laws and new updates!!!!! Quick response called me right away to discuss my concerns!!!

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perm_identityDustin Murry

Chris is a very professional and very informative accountant. I'm an investor for cryptocurrency which is the wave of the future and this gentleman answered all my questions. He made me feel at ease of the right moves that I need to make to prevent any problems in the future. When tax season comes around the following year, I'm going to make sure to follow up with him.

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perm_identityMarisa F

Chris Whalen, CPA is genuine, helpful and efficient. He was very respectful towards the fact that I am a young, inexperienced, out-of-stater calling for advice on a particular matter that I was nervous about prior to our call. Very grateful for his online resources and openness to sending me information.

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perm_identityVictoria Harwood

He was always available for all my needs. Made my filing so much easier this year and can't thank him enough.

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perm_identityemily tarnacki

I came across Chris Whelan while I was nervously searching the internet for answers to my tax questions. I sent him an email asking for help and he responded very quickly. He was very informative, professional, and answered all the questions I had! I will definitely be returning to him for any further accounting needs. Thank you!

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perm_identityMay Ge

Chris promptly picked up my phone call with answers the first time I called him with tax questions back in January. Since our first call he has been of enormous help with filing my taxes and responding to my many concerns about the process. He is well-informed, patient, and friendly to work with.

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perm_identityOlivia Ucko

Working with Chris is extremely easy. We appreciate his expertise and seamless execution of our accounting needs. I would highly recommend his services.

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perm_identityDavid Davis

Chris responded within a couple hours to answer a complicated tax question I had. Very friendly and knowledgeable.

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perm_identityMatthew Seneca

Fantastic service! Super friendly, super responsive. My taxes this year were complex, and Chris Whalen completed them quickly and accurately. 10/10 recommend!

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perm_identityLex

Chris was wonderful to work with. As a young entrepreneur I was treated with a mutual respect that is sometimes not seen amongst CPA's with his high experience level. Looking forward to a long standing relationship!

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perm_identityAneta K

I truly recommend Chris for your tax return! Chris was patient, I'm giving Chris 5 starts because when I googled to find an accountant and noticed he had 5 stars I didn't hesitate that he will be the right accountant for my husband and I. I called and yes! Chris was professional and beyond helpful. He answered all our questions, but most importantly he did his job thoroughly!  Thank you Chris for your professional services! Aneta and Arek

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perm_identityLisa Hammond

Chris has been great to work with. As soon as I reached out to him he answered me back right away and treated me with respect. He was extremely helpful in addressing my questions and concerns. I look forward to working with him in the future!

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perm_identityDavid Zambron

Mr Whalen was very informative about my solar tax credit issues. Thanks for the call and information.

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perm_identityJust Iife

Had a phone call inquiring about taxes and other things and he was really easy to understand and talk to. I learned A LOT in the 12 minutes we talked. Very knowledgeable and had a good energy to him.

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perm_identityOwen Albert

Despite my not yet being a client, he returned my inquiry during the height of tax season. He was knowledgeable and helpful and gave me some 'homework' as far as talking to my local banks about being a first time home buyer. I'll be doing some footwork and will be getting back to him.

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perm_identityGary McCormick

Working with Chris was a breeze and I can't highly recommend his services enough. When we returned from ex-pat status, we'd not filed in the US on our own in a number of years and had to seek out more than just 'prep' advice. Chris was able to review the situation, take this years additions and get us set up and complaint quickly. I love that he'll call, txt, e-mail whatever works best for you. Looking forward to his advice and services for many years to come.

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perm_identitysketch and jam

Chris Whalen is very knowledgeable and a clear communicator on taxes and the forms you need to complete for advanced tax questions. I highly recommend his services to anyone with unique tax situations.

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perm_identityAngad Dhir

I had been using my non cpa family accountant for a number of years before using Chris. The difference was night and day. Chris was super responsive and patient with me and made it very easy for me to upload all my documents for my complicated Real estate business. I am now in much better financial shape due to Chris. I would highly recommend him!

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perm_identityApril Rae

I was very stressed when tax time came around as this was my first year filing Taxes as an Independent Contractor. Chris took immediate action and has been very responsive and helpful and has taken so much off my shoulders. Very caring and down to business. I am very happy with choosing him as my CPA. ??

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perm_identityAbraham Reyes

Chris not only is someone who is knowledgeable but is not trying to take every nickel and dime from you. He acts like a teacher also and I have learned about things that I never knew before. He helped prepare my taxes after I purchased my first rental property. Currently age 24 and hope to continue using Chris for years to come. Would highly recommend to any upcoming real estate investors.

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perm_identitySherie M

This CPA is highly informed and very strategic with time/funds. His foresight gives confidence for future endeavors. I highly recommend his expertise.

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perm_identityAndrew Chiappano

Worked with Chris for my 2020 taxes. He was unbelievably responsive, knowledgeable and had a very quick turnaround. He also assisted with an issue on our past taxes and was able to solve right away. Look forward to using him every year! Great guy! Thanks Chris

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perm_identityLauren Kelly

I had a great experience working with Chris. He is super responsive, thorough, and was always available to answer all my questions. I highly recommend him!

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perm_identityZack Flen

I had a lot of questions and was very anxious when I first started my journey. Like many other people I felt overwhelmed with the paperwork and trying to navigate the taxes involved. This man is a lifesaver and always answers your questions. Thank you Chris you’re awesome.

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perm_identityArek Kwolek

Why would you even consider a CPA? It is simple, SAVE YOUR MONEY, in order to save some money you need to spend some, you getting the best service possible and Chris will take care of you like a best friend would. Knowledge is the key, so be smart and wise instead of compromise. Thank you Chris.

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perm_identityIra Chen

Chris is a gem that is hard to find. The quality and services are out of any other CPAs that I have used.

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perm_identityKarina Davalos

Was really concerned with what paperwork to file regarding gift money, and within minutes I received a text and call from Chris! Very impressed with the responding time, and within a minute I had my answers! Really kind and professional...now I know who to contact with questions I may have trouble with. Thank you!

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perm_identitykj9109

Responsive, concise, and value-focused. Chris delivers accurate tax advice with rapid turnaround. This is essential for complex or unusual tax situations. My compliments.

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perm_identityBoris Pierre-Antoine

Dealing with Chris was a pleasure! From how responsive he was on the very first phone call, to him setting the expectation on our interaction and meeting them all the way; doing taxes this year was a lot less stressful for myself and my wife. Chris was also very knowledgeable and kind enough to help us out of a mess that our previous tax preparer got us into the year before and reassured us that we were in good hands should there be any issues. ??????????Highly recommended !

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perm_identityCC Bradley

My first meeting with Chris I immediately knew I found the perfect CPA for me. I personally had many many questions in search for a Cpa And Chris answer them all without hesitation and with confidence. Chris made me feel that he truly is an expert in his field and my tax returns show that. However beyond finances Chris and I connected another business areas as we are both authors. That is the type of businessman that he is, personable. You can guarantee he will have your best interest all around at heart.

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perm_identityhubb1127

I am so Grateful to Mr. Whalen for his CPA expertise! I called to really ask him a question, but in those 5 minutes I received a Wealth of information and VERY GOOD customer service! First of all, I was shocked that HE personally answered the phone. I appreciated that from the start...when he did not say, hold please, let me get him or it was not a robot when you have to press #3 for a representative then 0 for technical support. His guidance afforded me to continue the work that I had already started. Anyone else would have tried to sell me on needing the service to prepare the taxes, when I only had a question. However, whenever I DO NEED a CPA I WILL be going back to Mr. Whalen, CPA. I am just so Thankful to Mr. Whalen. Veronica's Consulting,

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perm_identityKathrine Castillo

Contacted Chris and within just an hour, I got a response via phone call and had everything figured out. Super fast, very informative, and very helpful with what I needed.

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perm_identitySampson Mckoy

He knew the answers to questions I had before I finished explaining my situation. Meaning he really knows he's stuff. Friendly and patient I would recommend him to anyone with questions regarding taxes and finance.

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perm_identityJill Kimball

My 21 year-old daughter needed help figuring out the taxes she owed on the free-lance work she had been doing to get through covid. We were so relieved to find Mr. Chris Whalen - he could not have been more helpful. He spoke to my daughter like an adult and helped her to understand and take responsibility for paying her taxes and quarterlies on time as well as setting up her business accounting safely. I am so very grateful to have found Chris Whalen and couldn't recommend him more highly.

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perm_identitySam

Chris Whalen, CPA has become one of my most important strategic partners. My firm, Cloud IT, has a global footprint and we always in need of U.S. based CPA firm to consult with on that scale. Chris and his team exceeded my expectations. They offer the full array of income tax and consulting services you would expect from a CPA firm and combine that with incredible response time, and customized personal service. If you are a business owner, take advantage of their free initial consultation. I am very glad that I did, as Chris explains things clearly and is incredibly knowledgeable. We see him not only as a trusted advisor – using his professional acumen to be candid about when we should and shouldn’t do something – but also as an extension to our team. Chris has certainly helped me sleep at night knowing we’re not going to get caught out by the “tx.man” : )

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perm_identityVanessa Zayas

I had a simple question about sales tax. Chris responded to my email shortly after to set up a quick phone call and gave me great advice!

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perm_identityMarilyn Jacobs

Chris is a CPA but also an amazingly helpful person in general . He worked on an extremely complex tax situation and at the same time offered compassionate help far beyond the tax problems. Who does that? Chris is just a kind, caring man who knows his stuff. If you are feeling hopeless about a tax situation.... he is your man!

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perm_identityDavid Semer

Chris is my new go to CPA for my personal and business returns. He is very response and keep you in the loop as you progress in getting the returns done.

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perm_identityprashant shah

Chris and his team did fantastic work and loved the quick responses. Keep up the great work.

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perm_identityAmanda Dorando

Super professional & SO helpful! Very happy with his services! Would 100% recommend to anybody looking for a CPA!

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perm_identitypatricia mcdaniel

Chris has excellent knowledge of the latest tax rules and is quite thorough and timely. I have great confidence in his work. He makes tax time much less stressful!

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perm_identityAmc Ape

Chris is very professional and knowledgeable! Very easy to speak to and he has helped me with my issues that no one could answer!

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perm_identityRay Yan

This is the best CPA in NJ!

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perm_identityMatthew Schweizer

Chris is a caring professional. Works around the clock to get the job done. Always prompt to answer phone calls or emails.

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perm_identityGreg Black

Quick responder. Chris responded to my questions in a thorough way and was great. He is passionate about his work and does a great job.

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perm_identityKristin Young

We know now! CHRIS HAS IT ALL. This personable professional, situated in and advertising from New Jersey, has the knowledge and expertise to keep we Marylanders fiscally fit. What a blessing!

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perm_identityGreg McMahon

Chris is very down to earth and easy to talk to. He listens to your questions and explains everything you need to know, clearly. His advice on saving taxes is spot on. Also, he is extremely responsive and gets back quickly when you are trying to reach him.

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perm_identityRandy Rudofsky

Working to pull together the details of a real estate deal. Chris Whalen, CPA is responsive and extremely knowledgeable about the best way to set up a deal correctly for asset and liability protection while setting up the appropriate tax considerations. Looking forward to closing. I am grateful to have Chris Whalen, CPA on my side / team as I work through the details of my deal.

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perm_identityNats L

Mr Whalen was incredibly professional and very knowledgeable about my specific tax needs. He was thorough and responsive and definitely worth what he charges. I will continue to suggest him to anyone else who is an online entertainer such as Twitch for their tax preparation needs. He is able to help people with their taxes even that are not in the same state, as was my situation. He also doesn't charge for every interaction like some CPAs will. He also goes above and beyond and even remembered small details about myself and my situation which just makes him even more personable. I felt incredibly comfortable talking with him. And he gave the feeling that he genuinely cared about my success. I ended up ill and things took an unknown turn and he actually even gave me a refund for services I couldn't use at this exact moment, even though he had put some work into it. Thank you Mr. Whalen for helping me get my business started up!

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perm_identityPeter C

Chris provided responsive and curteous consulting and knowledge that was helpful in cryptocurrency taxes. Thanks Chris

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perm_identityChris Trump

Chris was extremely excited to help me and I really enjoy that! Chris is super knowledgeable about his craft and was able to give me great pointers as an Accounting major myself. I love forward to speaking with Chris in the future for sure.

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perm_identityMatthew Lochansky

Chris is extremely detailed oriented and knowledgeable. Chris takes the time to listen to your questions and provides high quality answers.

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perm_identityCarley Quinn

Chris was very responsive and gave me a lot of advice that will help me with my tax issues. I appreciate that he was careful to not just have me come in over something trivial that we could discuss over the phone after his review. I would recommend Chris to anyone and I will work with him again in the future if I need assistance with my taxes.

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perm_identityHarry Colangelo

Chris is exceptional. He made it a point to listen to our concerns and was able to address our needs with his great experience. He made us feel like we were his best clients. He is an excellent accountant. We are thrilled to have found him.

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perm_identityM M

Chris is the most responsive accountant I ever had. He listens, understands the situation and takes appropriate action.

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perm_identityHannah A

Chris is an amazing CPA, he's very attentive, looks at the bigger picture of what you truly NEED! He doesn't try to upsell you with services, he will give you information on what is offered so you're aware, but then guides you to say this is what he recommends for less money spent. He's really looking out for you and has your best interest at the forefront of his business.. I won't go to any other CPA. He has my trust. You won't find someone like him any where else in a business like this.

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perm_identityKyle Kirms

First time business owner.... I was so unorganized with my incoming revenue... This man set everything up for me... my LLC is up and running... everything is perfect now. Not to mention he took my call at 8 PM one night and took the time to answer several questions. Really appreciate it!

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perm_identityKimberly Glissman

Quite impressed. Very straight forward knows his stuff. Keep his contact number with me.

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perm_identityLindsay Cotton

I came upon Chris Whalen via Google search and was SHOCKED at how informative the site was. I had a question so I decided to email him, not expecting a return email. Within hours, he emailed me and called, left a voicemail to call at my convenience. VERY professional and helpful! And the call was FREE! I highly recommend using Chris!

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perm_identityGreg Groeller

Though I wasn't a client, Chris texted me within hours after I emailed him with a tax question. He was personable on the phone and very thorough in his response. I wouldn't hesitate to recommend him.

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perm_identityMagdalena Wiernasz

Very professional and trustworthy. Has answered all my questions in a professional manner 10/10

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perm_identityEmily Dantoni

I highly recommend Chris. He is very professional, responds quickly and easy to work with. Very patient, takes time explaining things and answers all your questions. Great accountant!

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perm_identityJohn Ciambotti

Not only does Chris Whalen, do a great job with your taxes, his professional, goes the extra mile for his clients. Extremely Grateful, Thank you Chris for all your hard work.

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perm_identityPatrick Grinaway

Chris Whalen is extremely professional and knowledgeable. I thought my tax planning situation would be significantly more complicated, but he had answers for all my questions immediately. I'd highly recommend his services to anyone looking for assistance with tax planning and filing.

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perm_identityDavid Cortes

He was very helpful in just one call. I'll defenitely will be contacting him often as my situation develops.

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perm_identityImani Lige

He is a wonderful CPA. Gives amazing advice and will be using for my taxes when next season comes. Please go to him if you have a business.

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perm_identityDavid R

Outstanding! In the world of professionals Chris stands above the rest. He is personable, knowledgeable, and upfront. He doesn't sugar coat his advice, even if it makes you cringe hearing it, but it is what you need to hear. Highly recommend!! Thanks Chris!

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perm_identityQuilvin Lazala

Chris is excellent. He is very personable and takes the time to fully understand the issue at hand. I have spoken to various CPAs in NJ but he impressed me the most. He is very knowledgeable and I am sure you will not be disappointed.

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perm_identityKevin Colleran

I consider Chris not only a best in class CPA, but also high quality when it comes to responsiveness and financial advice. I can always count on him when I have a question that is time sensitive. I recommend him highly!

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perm_identityTatiana Marinay

Great service; very professional and helpful. I recommend 100%

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perm_identityKatie Gay

Chris has been speaking at my office meetings for several years now. Most recently, he spoke and I knew that our current CPA was not up on the latest tax incentives, credits, etc. We were already in the process of having our CPA prepare our taxes but Chris said he could do a tax addendum for things that were simply missed. In the end, we are extremely happy with how he helped us! He knows his stuff and continues to educate himself on all the latest. I highly recommend and we're looking forward to using Chris going forward.

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perm_identityJohn Shaw

Chris is very helpful right out of the gate. He offers a free consultation, is very responsive and knowledgeable, and enjoys his work. Highly recommended.

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perm_identityNicolina Lina Negrey

Chris is awesome. First met him in my office for tax update presentation. He’s spot on with answers to my real estate investing questions. He showed us formula for our buyers for tax changes and how investing makes sense. He is responsive, attentive, knowledgeable and highly recommended!! Lina Negrey Realtor Jersey Shore

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perm_identityKelly Dube

Chris called me within 30 minutes of my submitting his online questionnaire. Our 15 minute conversation/consultation was very informative, and gave me a great start to where I should go next with starting my business. Bravo Chris! You're a saint, and look forward to working with you in the future.

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perm_identityAshley Gallegos

I can’t recommend Chris enough! He helped me save so much money on my taxes and acts as a professional tax advisor. If you’re looking for someone that will make filing your taxes uncomplicated then hire Chris!

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perm_identitytod

Chris helped me out with a tax situation. Knowledgable fellow. Thanks

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perm_identityJames Lin

Chris is very professional and knowledgeable, highly recommend!

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perm_identityjazz _

Chris is very patient and explain everything to me about my state tax situation. Great customer service!

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perm_identityJessica & Karl Kolarsick

I was researching the tax implications of a new investment I made and saw Chris was the only CPA in the Red Bank area signaling a knowledge in this quickly growing space (iykyk). Chris offers to answer a question for free so I reached out to him. Chris responded to my inquiry within minutes on a beautiful Sunday. He took the time to understand my question and offered knowledgeable and actionable advice. The attention and service he provided to a non client is remarkable and I will be using him in the future for my personal tax services in the future.

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perm_identityAva Li

Chris is the most knowledgeable CPA I have never met. He is very professional that makes you feel confident about your financial situations. He responses quickly and very easy to work with. I highly recommend him!

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perm_identityDavid Ing

This guy is courteous and will help you with you issue up front. If you have a Cripto or other related TAX Question, Chris can help you out.

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perm_identitychris monahan

Chris was super helpful to me, I was just looking for answers to a few questions regarding NJ taxes. I called 5 tax firms and all of them wanted me to pay for a consolation, I found Chris on google and asked if he could help, he was very knowledgeable and willing to help me with the questions I had. Very personable, polite, and willing to help. Would recommend him to anyone who needs tax help in NJ.

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perm_identityPaige Toon

All of the above. Chris did a wonderful job working with me and made me feel comfortable and ready to pursue my business! Thank you!!

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perm_identityMichael Haney

Chris is amazing! I was needing a profit and loss statement for my business on very short notice when I contacted Chris. To give a little background on myself, I have little knowledge when it comes to taxes & anything to do with numbers. So, during this process Chris was giving me so much knowledge and advice about my business and things I can do to keep things more in order. When I noticed Chris about the short notice through the weekend, he even messages me through email on his off days in order to have the statement completed by Monday. This has been the most easiest experience EVER, when I thought it was going to be dreadful. I’m SO thankful for you Chris, and I will continue working with you indefinitely for all business needs!

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perm_identityJoseph Stilwell

answered my phone-call early morning on a weekend, was very professional regarding a personal tax matter, looking forward to continuing to work with Chris for a long time to come.

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perm_identityGillian Rochkind

Chris was super helpful and responsive! I don't know what I would have done if he hadn't answered my tax question. Thanks, Chris!

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perm_identityAmre Elsayed

Wow. Chris Whalen. I haven't filed taxes for many years and wasn't sure exactly what needed to be filed. He did all the research work and gave excellent on how to get me current and up to date. He's also helping with filing the cryptocurrency gains. His expertise is unapparelled. Thank you Chris.

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perm_identityPaul Tricoli

When my prior accountant of many years retired, I was naturally apprehensive about finding a new CPA for my business. I interviewed a few very highly-rated firms in NJ, and decided on Chris Whalen. I was not disappointed! The quality of his work is excellent, and he is highly detail-oriented. He is very easy to reach, and responds quickly and thoroughly to any questions/concerns. (Exceptionally good communication!) He knows what he's doing and it shows, which really helps put his clients at ease. It's also clear what a good person he is, with a great personality and sense of humor. Truly a pleasure to work with!

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perm_identityKathleen “Kate” Troy

I was referred to Chris as I had some concerns over capital gains tax. He discussed the scenario with me and responded with the proper way of filing a gift tax return which will resolve the situation. So grateful for his expertise and how he will save us money.

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perm_identityCharles Ellenbart

This man is awesome very knowledgeable and is very helpful. He had vast knowledge in all investment with tax compliance. Thank You Chris Charles Ellenbart NJ

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perm_identityJimmy TG

Thanks for the consultation. Informative and professional. Would highly recommend for your tax services.

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perm_identityKathleen Kennedy

****HIGHLY RECOMMEND**** I would give 10 stars if possible!! Not only is Chris professional, he is kind, caring, Intelligent and truly knows what he is talking about, No BS. Can't thank him enough for all his help, compasion and information!!

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perm_identityAmy O

Reached out to Chris with a question about retirement account issues - I got a prompt response, honest feedback and a no-nonsense attitude. All of which I appreciate!

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perm_identityB L

From start to finish, Chris was amazing. He’s very responsive, professional, friendly, and passionate about understanding your situation to provide the best tax advice. Would definitely recommend him for complex personal tax situations.

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perm_identityMatthew McCarthy

My girlfriend and I have been searching locally for months for a CPA that can help us with our business and have gotten nowhere. I actually found Chris on Reddit initially after doing some searches for CPA's there then Googled him and could not be happier! Very easy to talk to, very knowledgeable, and have clear and concise answers to our questions (every CPA we talked to previously would not answer our questions without paying them first) and the first call is free! Very excited to work with Chris for years to come, highly recommend!

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perm_identityJ Cestero

Great Accountant with great advice! We have found Chris to be there with any and all questions. Absolutely trustworthy and essential for a small business.

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perm_identityJaclyn Rizzo

I needed help after my usual accountant wasn't answering my emails. A friend recommended Chris. He answered so quickly, putting my fears to rest. He was so nice, and I would recommend him to anyone.

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perm_identityJessica K

Was a great experience working with chris.he answered all my questions and took care of things very fast.any time I would call or text he would get right back to me,even on the weekends.never left me worrying.

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perm_identityRuslanBudakov-RealtyOneGroupCentral

Chris was very helpful to me, and picked up the phone call himself. I was just looking for guidance regarding business income taxes. Chris is knowledgeable and is easy to talk to. Would recommend him to anyone who needs a good accountant in NJ.

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perm_identityRick K

If you want a true professional to handle your taxes, go to Chris. He is always available and has guidance for any type of tax situation, no matter the complication. Couldn’t recommend him enough!

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perm_identityAlana Arbucci

I just had a free consult with Chris Whalen about the formation of my S corporation. I had an accountant, that was not him, during the formation process and I was not properly informed by that accountant. He has given me the correct information and I feel that he is an expert in his field.

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perm_identityErin Walker

Chris was wonderful to work with and was able to help me with my questions I had. Quick response as well!

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perm_identitycharles gravatt

I have complex individual and estate tax situations. Chris Whalen was the only CPA that quickly understood all of them and he provided a comprehensive plan going forward. I cannot more highly recommend him.

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perm_identityJessica Volek

We reached out to Chris with some questions about taxes and real estate transactions. He returned our call quickly and provided knowledgeable information and guidance. We will be using Chris's services from now on for all of our accounting needs.

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perm_identityLouis Sorrentino

Chris does an amazing job I have never known anyone to pay attention to detail as much as him. If you're looking for a CPA this is definitely your guy.

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perm_identityShane Branker

This was my first year using Chris for my personal and business returns. The experience was great, and I'm very happy with his services. He is very professional and knowledgeable to tax laws and responds to all questions and matters in a timely manner. Highly recommend if you're looking for someone new.

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perm_identityAlex R

I switched accountants and it’s been a real pleasure to work with Chris. He made it extremely easy uploading all the documents and his attention to detail is excellent. I look forward to a long working relationship.I highly recommend Chris!!

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perm_identityBrian Wasdin

I have been having trouble with the tax side of starting an IT business and Chris was incredibly resourceful in resolving all of my worries and it was a free consultation! I appreciate his directness and how it was easily shown what would be expected with further business with him, but no pressure to do so until you are ready.

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perm_identityMiriam Norton

Chris is highly professional as well as personable. Recently I had several questions regarding my upcoming 2021 taxes. I emailed Chris regarding my concerns. He responded promptly with clear and concise answers to my questions. It is a pleasure doing business with his firm!

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perm_identityEvan

Chris was very helpful answering my questions relating to tax treatment of my home sale.

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perm_identityDonna Castellano

Chris is extremely knowledgable and professional! I started a new business and he was so responsive and helpful whenever I had a question or needed guidance. Could not be more pleased with his services!

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perm_identitySarah Elinson

Chris is amazing on so many levels & I trust him implicitly

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perm_identityD

This is the best CPA no matter where you are living in the US. He is very knowledgeable and responsive. He is very professional and treats you like he’s your only client. There is not one question chris did not answer for me and I felt confident doing taxes with him. I highly recommend him to all people!

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perm_identityLuis Negrin

Chris is very professional and knowledgeable about all areas of small business taxes. He was quick to respond, always available to answer questions and very easy to talk to. So happy I found a trustworthy and competent CPA nearby!

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perm_identityCarla Bushey

Working with Chris gives me peace of mind and to me and my business that’s priceless! I can always rely on him and he is very reliable and knowledgeable.

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perm_identityT

WOW. Did I need help?! Chris called me back as I had questions about getting the right tax deductions. I wasn't even a client. He gave me a free real advise I could use for myself. The more he taught me, the more I realized I was costing me more not filing y taxes correctly. I am now a loyal and happy client of Chris Whalen, CPA.

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perm_identityJim Cozine

Chris Has turned out to be a highly valued resource. His thoroughness, professionalism, knowledge, and overall way of doing business is refreshing. I feel very safe working with him and have confidence I have a VERY low risk of any Tax problems in the future.

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perm_identityBranden Witek

Chris is the best CPA there is, hands down... any time u need questions u can shoot him a txt and he'll help u out; has made taxes so easy and stress free :)

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perm_identitydima tokarev

I was impressed with Mr. Whalen's expertise and his quick response. I had an accounting software question that I could not find the answer for and Mr. Whalen was able to provide me with a clear explanation. I highly recommend him.

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perm_identityTara Butler

I'm a local realtor and Chris has consistently advised myself and my clients on any issue that arises. I highly recommend Chris.

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perm_identityGurgen Verdian

Fast, knowledgeable, professional and increased my refund. Chris is 5/5 stars!

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perm_identityPaul Roberts

Chris Whalen, CPA is BY FAR the best in the business. As a business banker I've dealt with many accountants and Chris takes the cake every time. He takes initiative and knows everything there is about tax laws and to help his client succeed financially. He's a great colleague but more importantly a great person!

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perm_identityDebra Milevoi

Chris is a pleasure to work with and provides prudent and relevant advice and suggestions for managing taxes and financial interests. He is extremely knowledgable and trustworthy. He is down to earth, easy to talk to and really gives you peace of mind when dealing with the complications of tax laws and how to navigate through the minutia. Highly recommend him for CPA services.

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perm_identityAnna Piedel

Chris took his time to help answer every question I had. Very professional and helpful!

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perm_identityKatie Ivey

Chris responded within the same day of me emailing him & immediately set up a call to help with any questions I needed. He explained everything & made me feel so much better!!!! Chris is amazing!!

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perm_identitySpriha Verma

Chris was so helpful after I had a horrible experience with H & R Block. They are very non responsive. Chris was very thorough and responsive and answered the phone on a Sunday which was very impressive! I highly recommend him for all your tax needs.

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perm_identityBenny Higdon

I had questions about the tax consequences (specifically UDFI) of investing in a real estate syndication with a Roth IRA. Chris was very professional and responsive. He answered my questions and made me feel comfortable about making a decision.

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perm_identityJuliana Rivera

I had reached out to Mr.Whalen at 7pm, he called me right away to help me resolve a significant issue with the bank. Within the hour he had all the paperwork I needed and sent right away. Today (next day) he was in contact with me all day to make sure if I needed anything he was there to help. I highly recommend Chris Whalen for CPA. He is very attentive to his clients. There aren't enough stars on this review to give this great man !! Thank Mr.Whalen for helping my business!

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perm_identityE F

I had some urgent questions regarding some tax penalties against my S corp. I found Chris on Google due to the stellar reviews, and I decided to reach out. Not only did Chris returned my call within the same day, he also spent the weekend looking into my situation and gave me an answer on Monday just like as he promised. If you want to find a good CPA that is accessible and likely (very important!), Chris is your guy.

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perm_identityMarie Gentile

Chris is always available any time of the day and even after hours. He’s easy to work with. Extremely knowledgeable about tax laws and gives good advise. He made us feel very comfortable. I would not hesitate to use him.

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perm_identitySteve Thorne

Chris makes himself available to answer questions unlike some in his profession, He offers personalized service. Retain him you will be glad you did.

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perm_identityLORI MCILRAITH

Hi everyone , i had to come and share. Chis Whalen came very highly recommend by my friends and family and also our community page on FB. Of course i called and when i did ? The minute he answered the phone i knew right there why people just love him , but especially me. I know nothing about the important things i needed handling like my retirement account and taxes , but he knew just what i was talking about and needed. After a short time on the phone i knew i was in good hands. ust wanted to share because knowledge is power #yourwelcome

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perm_identityTushar G Jadhav

Chris is one of the best CPA I have engaged with. He really understands the corporate and individual tax and is able to advice you with conviction which helps build the trust. -Tushar

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perm_identityBeth Bellini

Chris is awesome. Very knowledgable and eager to help you in any way he can. He has helped me twice now and I highly recommend him!

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perm_identityTim Philipps

If you're looking for a CPA who knows their stuff, is there whenever you need them and proactively reaches out to make sure you and your money are in the best position possible then Chris is your guy! Chris has always made himself available whenever I've needed him and even better, Chris has reached out to me with reminders and updates on things I've needed to do which is to say the least a rare breed in the accounting community! I can't recommend Chris and his firm enough.

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perm_identityMES 7

Chris is knowledgeable about cryptocurrency and I would highly recommend his services for this new asset class. I appreciate the time he took with me to explain all of the nuances of my particular tax situation.

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perm_identityChandrashekhar Tibrewal

Chris is a thorough Professional with good grasp over his craft. And has a great sense of humor. A great accountant with a sense of humor - you can't ask for more!

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perm_identityAlyssa Tooker

Chris was so helpful and I would recommend him to anyone. Come tax time he’s who you should to go to. If you have questions he’s more than happy to help.

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perm_identityMadison Lovett

Chris was very reliable and helpful. I’m starting my own independent business and I feel much more at ease working with him.

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perm_identityMauricia Malveaux

Put my mind at ease about a lot of things gave a very helpful consultation I highly recommend him

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perm_identityGemma Michaela

Chris is absolutely amazing ,and so reliable! He responds to any queries, and requests so quickly. Extremely knowledgable of this craft, and has been such a huge relief in navigating my new business. 10/10 100% recommend!

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perm_identityLuis Vieira Junior

I first started doing business with Chris when I started my Only Fans and needed accounting and tax services. Chris was the natural choice because why not hire the guy who wrote the book on running Only Fans for tax and bookkeeping. The decision has paid off and now after amongst 2 years working together Chris is not only providing tax advise but also helping me with the set up of legal entities for my new business. The experience has been ?????????? (Five stars). Responsive, knowledgeable and on top of every relevant topic Chris is a trusted advisor and I highly recommend him to all my friends. __LV__

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perm_identityLaura Medina

Chirs Whalen is knowledgeable, professional, and responsive. He knows how to explain in easy to understand terms so you are confident that you are making the best business decsions.

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perm_identityM J

Excellent service and timely accurate advice is what you get with Chris Whalen.

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perm_identityKrystal Roldan

Chris has been our CPA for the last 6 years. We are so glad we found him. He is very professional, responsive and easy to work with. We would recommend to everyone.

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perm_identitybariel hernandez

Amazing service! Will recommend! Chris Whalen is very responsive and detailed. Glad to be working with him!

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perm_identityRenee Racciatti

Chris is very thorough and very personable. He takes the time to explain things and makes you feel like you're his only client. He's responsive, precise, clearly an expert. As an entrepreneur, Chris is helping me to understand and identify the ins and outs of business accounting, proformas, investor analytics, and tax codes. Highly recommend

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perm_identityDave Edwards

If you are unsure what to do, who to go to..regarding tax or IRS questions...Give Chris a call. He will set you straight in the right path....smoothly and reliably. And work with you on how you want to proceed. He is extremely responsive, lightning fast getting back to you AND following up with you on progress. Chris even answered the phone when I first called. Quality customer support is what wins in the end these days. It's no mystery!!

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perm_identityBri

Responds fast, was able to get my tax estimate done within a day. Will be using him as a CPA for the upcoming year

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perm_identityDR DR

Highly Recommend Chris Whalen for your accounting needs. I am a new customer and so far my expectations have been exceeded and the promptness and responsiveness and care about the customers needs is much Appreciated.

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perm_identityjason chen

Chris is one of a kind CPA who is patient, responsive, and well informed on both personal and business tax nuances. Chris is also generous with his time and will walk you through realistic scenarios and hypothetical questions on upcoming business decisions. I highly recommend Chris as he will set aside time to speak with you personally and work with your timelines.

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perm_identityClara Sage

Chris is extremely helpful, professional, and trustworthy. I would recommend him to anyone for your entrepreneurial/personal needs and I really enjoy working with him. He is very personable and easy to talk to, he does his best to make everything as easy as possible for you.

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perm_identityL S

Chris has provides such a comfortable environment for first time tax payers. I appreciated he was quick to respond to my inquiries and that he was very thorough. He has been great support for navigating finance!

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perm_identityClint Baxter

I called Chris with some questions regarding an LLC and tax filing. The call was answered quickly and it was him on the line. Very knowledgeable and personable, and answered my questions throughly with useful information! I look forward to working with Chris in the future. Thanks, Chris!

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perm_identitySean Turner

Chris helped me to prepare a tax projection to determine estimated tax payments for federal, state, and local. Whenever I reached out with a question I received a simple but thorough response within a few hours. He made sure to request the right documents and made the extra effort to explain why and how we arrived at the total taxes due with future recommendations. I look forward to working with Chris in the future.

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perm_identityMargaret Rosario

Chris is absolutely amazing! My husband and I had our first consultation with him on Sunday morning. While looking in the internet for an experienced crypto accountant, his name was the first one to pop up. He is very polite, very responsive and took the time to explain to us all of our options. He was definently not in a rush.. He made us feel very comfortable. We left the office having a very good impression of him. It seems like we knew each other ?since forever. Hghly recommended.

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perm_identityErika W

Amazing level of service. Chris is knowledgeable, personable and goes above and beyond. Could not recommend more. Spent time answering all my questions and is super responsive.

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perm_identityT Riv

Way better then 1800 Accountants. Chris was wonderful. He was clear and concise. He answered all my questions and took his time with me. I would recommend him to any of my friends or fellow business owners. Thank you Chris!

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perm_identitytara dittman

Being an entrepreneur is stressful. Before I met Chris Whalen, I always felt alone with my taxes and business planning. I urge everyone, business owner or just a W2 employee, to call Chris and schedule a free consult. I am so glad I did. I have never been more confident with my tax and business futures.

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perm_identitybecky l

All of my questions/concerns were answered in detail. Chris took the time to make sure I understood what he was explaining. I look forward to potentially working with him in the future.

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perm_identityKeith Shaffer

My wife and I had the pleasure of meeting Chris. He is a very genuine and honest person that you can trust. I highly recommend reaching out to him if you are in the market for his services.

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perm_identityMargaret Doria

Today was our second time this year meeting with Chris. It was absolutely a pleasure seeing him again. He is very professional. At the same time he has a great sense of humor. We are feeling very confident to know that he is taking care of our taxes. We are glad to know that this time things are going to be done the right way. Thank you Chris!

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perm_identityJaclyn D'Esposito

Chris came highly recommended to me and has only lived up to the hype. Chris is a clear and prompt communicator and has valuable relationships with other local service providers. Chris has been one of my key resources in starting my business and he always makes time to address my questions and concerns.

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perm_identityAdrienne Colangelo

We are so glad we found Chris. He completed our 2021 taxes quickly and did it completely remote. Heis an expert and is extremely effective in his use of technology and communication. We would give him 20 stars if we could. He is the best!!!

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perm_identityMike Seeber

Highly recommend retaining Chris’s services. Chris handles my returns extremely quick and provides all necessary details and comparisons to prior year so that you have a clear understanding what was done. He’s extremely available as well - you can reach him basically anytime you need. He is also very knowledgeable on the tax strategy side and provides advice to help guide your decision making that has your best interest at heart.

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perm_identitykaelee rene

Awesome Experience with Chris! He got my taxes done quickly and made the process so easy! Fast response rate and couldn't be happier! I will absolutely be working with him again in 2022!

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perm_identityRay

I started using Chris when I purchased my first home/rental property towards the end of 2021. Naturally, there were a few questions I had as far as taxes go because I'd never filed for anything other than a W2. Chris answered all of my questions in a timely fashion and is always very professional when dealing with clients. Chris took the time to break down anything I couldn't understand into simpler terms anyone could understand and even explain to other people! I will without a doubt use Chris Whalen for all my future accounting needs.

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perm_identityWilliam Low

Great CPA and person. Chris spends as much time as you need to discuss taxes and explain everything thoroughly. Highly recommend using him.

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perm_identityMy Name

Chris is a positive and responsive person. He quickly dispelled any confusion I had with regard to obtaining a business license. He answered my questions professionally and gave me confidence to move forward with the remainder of the process on my own. I feel that I can rely on him as a personal financial advisor when it comes to pursuing my business goals in future.

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perm_identityNina Hoaglund

Chris was exceptional in getting back to me in a timely manner. He took extra time to review information with me and educate me in a very clear and straight forward manner. This was all done the same day I reached out to him over the phone during tax season!! He knows his stuff and has won my business hands-down!

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perm_identityKenneth Blackbourn

Chris Whalen is an ace CPA . He understood my relatively complex tax issue quickly without unnecessary explanation and provided the immmediate resolution to a situation that had me very concerned. Thanks Chris!!

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perm_identitybrian stark

Chris is the most knowledgeable CPA I have ever hired. He is a true entrepreneurial expert. Set up a meeting with him asap. I am glad I did.

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perm_identityRon Heller

Chris is a true professional - responds promptly and has given us great advise. We live quite a far distance from his office but I'm willing to drive there because of the outstanding service we receive.

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perm_identityBenjamin Nadell

Chris came highly recommended and we could not be happier with his services. His professionalism and attention to detail are top notch. A+!

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perm_identityfranco abellanosa

Really very helpful to us on how to fill up our tax forms correctly.

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perm_identityGezim Tula

Chris is the most knowledgeable accountant I have ever dealt with. Very hospitable and professional, no wonder everyone else shares the same opinion. Thanks Chris.

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perm_identitySal Conte

I've been having Chris prepare my taxes for several years now. Great guy, great CPA!

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perm_identityCaroline Gottlieb

Chris was a breath of fresh air after a negative experience with a CPA last year - he was responsive and quick to file our return! We would definitely use him again.

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perm_identityVicky Nelson

Quick, fast, text responses from Chris…Love his office location, so easy to navigate, for my babyboomer life style.. His depth and understanding of the income tax journey, is so easy, clear , trustworthy and thorough, greatly appreciated…

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perm_identitynatalie baumberger

Chris has been wonderful. He was available every time I called and had great advice that calmed me down in a very complicated time. I could not be more grateful for his treatment.

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perm_identityJanae

Chris took the time to call me to answer some preliminary questions and was very knowledgeable and nice to work with. I will definitely use him in the future.

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perm_identityTara W

Had my taxes prepared and wanted a 2nd opinion. Chris called me back on a SUNDAY after submitting a request on his website. He wasted no time asking for my documents and going through them asking me questions. He was extremely knowledgeable and understanding of my situation and knew exactly what to do and reassured me several times of the plan and that he will get me great results. I am so happy I found his information!!

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perm_identityBrian Abbott

Chris was very knowledgeable and easy to work with. He came highly recommended and did not disappoint.

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perm_identityphil cusimano

This was an Absolutely Fantastic experience. Extremely profession and reliable CPA Chris was kind and Courteous, answered all my questions and even provided information to questions that didn’t even cross my mind. He went above and beyond in every aspect. If you are looking for an experienced, bright and educated CPA, look no further He’s the only accountant you should consider

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perm_identityMarisa Krautwurst

Very good CPA. Organized, openly communicative, available. If I do not understand something Chris takes the time to explain.

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perm_identityK Sommer

I reached out to Chris after watching one of his videos and caught him at the end of his day. He took the time to listen and his insight was much appreciated. Thanks again Chris!

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perm_identityDouglas Brown

I have used Chris Whalen for a couple of years, and found him to be very Professional. I would recommend Chris to anyone looking for a strong CPA.

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perm_identityArthur Allgauer

Chris is great. He answered our 1031 questions in terms we were able to easily understand.

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perm_identityB.

Chris was a pleasure to work with on my taxes. He made a confusing process very simple, kept me up to date with everything and had my return filed incredibly quickly. It’s been my most painless tax season to date.

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perm_identityCheyenne Sommers

Chris was AMAZING to work with! Very professional when it came to handling our taxes and very understanding of different situations. We will be going back to him in the future every year!!!

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perm_identityDonald Burns

Chris was an absolute professional with quick turnaround time, as well as expert knowledge. Would recommend to anyone in need of assistance during what is a strenuous time of year for most. Excellent service!

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perm_identityFrank & Charles

There is a reason Chris has an overall 5 Star rating over the course of just under 1,000 reviews! Simply put, he puts his clients first and makes sure he looks out for our best interest. Due to another CPA cancelling last minute I had to rush to find someone else. Luckly everything happens for a reason. Off the heels of tax season Chris called me back within 15 minutes. Understanding the urgency Chris had us meet him in his office same day to help set up our business and all the documentation we needed to keep the process moving and as importantly took time to make sure all of our questions were answered. We also appreciate his quick responses to questions as they come up. One of his comments when we first met was that he wants to help his clients succeed and be informed - While it's only been about a month, I can honestly say he means it. We look forward to working with Chris now and in the future. Thank you Chris for not only helping us when we needed it but your continued support and knowledge!

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perm_identityDoctor D

Wish I could give more stars because Chris really helped me file my business taxes this year! Knowing that I was super late filing he really came through for me in such a sensitive time frame. Super friendly and meeting Chris at a networking event he’s a great guy and has answers to all your questions. Definitely will be using his service for the years to come. Appreciate you Chris! Doctor D

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perm_identityClaire Kozick

Working with Chris made tax season way less stressful. Very professional and a pleasure to work with! Will definitely continue to work with him in the future and highly recommend for anyone looking for a great CPA.

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perm_identityc hanson

Excellent. Very responsive, knowledgeable and thorough.

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perm_identityKyle Perelka

When your starting a new business the hardest advise to get is how to handle the Taxes. Do yourself a favor and just call Chris. He's one of the most responsive and helpful people to work with. If you call or text Chris he will answers your questions and make sure you understand the process of filing your taxes. By the time your done reading this review, Chris would have already helped you. Again just Call Chris!

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perm_identityAllen Steinhardt

Chris Whalen CPA --- Has conducted himself superlatively in every aspect. He takes his time discussing every aspect relating to YOUR questions and concerns. I was overwhelmed for his compassion upon my father's passing. His wealth of estate accounting has been immeasurable when handling my late father's estate. Most professionals only care about money and NOT you --- A prospective client. Which is not the case with Chris Whalen. His empathy for understanding particularities, helps him formulate a game plan earmarked for your specific needs, thereby removing the entire tax burden off the shoulders of grieving families.

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perm_identityAndre Daneman

Very rare to find someone with tax expertise that is also tech savvy! Great experience and felt confident my taxes were in great hands. Great communicator and helped walk me through my return so I understood what was what. 10/10 will always recommend!

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perm_identityMonique Stewart

I am a travel nurse who is total LOST when it comes to taxes! Chris has been amazing. I sent him multiple w-2s as well as 1099 income. He has been diligent in assisting me and my husband with having the correct with holdings and providing not only tax preparation but tax advice. The tax preparation was timely and accurate. I feel like I am on the right track with understanding and managing my tax burden. I am happy that we can connect throughout the year and I look forward to a continued relationship with Chris as our business and family grows.

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perm_identityHunter Brett

Had an awesome conversation with Chris! He is a great guy who offered some awesome advice. Chris took time on his off-hours to help me determine the authenticity of a possible scam. Without his time and generosity I don’t know if I would’ve dodged this bullet! 5 stars all the way!

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perm_identitygrace anderson

Wow, I had a great experience talking to Chris. He is very good at what he does and extremely enjoyable to talk to. Chris WILL NOT disappoint! Overall would say he is a 100/10!

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perm_identityDavid Orozco

Chris Whalen made setting up my LLC extremely easy for me and always kept me in touch with me through out the process. He also responds quickly back to any emails or text message I send him. If you want someone reliable and someone that will keep you in the loop about whatever accounting or business related questions, I strongly recommend getting in touch with Chris and his firm.

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perm_identitySpandana Nallapati

We have recently started working with Chris and our experience has been wonderful. We appreciate how easy it is to communicate with him, his attention to detail, his knowledge about the business world and taxes and his quick turn around for emails and phone calls. We actually have some complexities to our case and he was able to work really well with us. I would definitely recommend him to work with!

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perm_identityAnthony DeFazio

I actually own two businesses and wouldn’t trust any other CPA other than Chris Whalen. Regardless of your tax situation individual or business, I strongly urge you to set up a meeting request to go over your existing tax actuation to get yourself properly plan for the future.

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perm_identityMark Mattheiss

Chris was very responsive to every request I submitted to him and very professional and knowledgeable with his work. 10/10 would recommend to anyone looking for a new CPA. I’m very happy I reached out to him.

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perm_identityGail Rosen

While looking to learn more about a business owner's rights to their QuickBooks files I came across an article Chris had written along with an invitation to contact him. When I reached him by phone he could not have been more generous with his time and spirit. He answered my questions and then some. Not only did he not rush me (which seems to be the new world order), when I didn't have access to my password to retrieve a google document he had sent me he put everything together in an email for me to immediately view. I came away not only with a clear understanding that QuickBooks files belong to the client (and how to word a request for them) but a more complete understanding of other tax documents that belong to the client. I also came away with the sense that if there was any trouble obtaining what was asked for I had someone fierce on my side. If I had to best describe Chris I would call him a powerhouse for the good guy.

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perm_identityDan Brindley

I recommend Chris Whalen, CPA. As a member of the clergy it is tough to find someone who is knowledgeable in preparing my taxes. From the moment i spoke to Chris he knew exactly what I was talking about. He answered my questions and did an excellent job preparing my taxes in a timely manner. Grateful to have found an accountant I can have confidence in.

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perm_identityPaul Cardoso

I’m so glad I came across Chris Whalen. He’s an amazing person with amazing, amazing service. He’s here for you with any questions asked at anytime within reason with no appointments needed just simply fantastic service.

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perm_identityAlexandra Berry

Chris has been more than helpful! From handling my taxes quickly, to helping me get my businesses accounting back on track. He really does a fantastic job and is always quick and responsive.

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perm_identityDeanna Farrugia

Professional, knowledgeable and stands ready to educate where your knowledge gaps are.

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perm_identityDaniel Stevenson

Chris is extremely knowledgeable and responsive. As a business owner it is important for me to be able to get my information entered quickly and accurately and Chris has been able to help me every step of the way in doing so. Would definitely recommend.

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perm_identityMedAssistTravels

Chris is great. He answered all of my concerning questions as a healthcare traveler and completed my taxes for me. I am keeping him. He’s quick, efficient and will not steer you wrong. He assured me that I will have no worries. I stress badly when it comes to taxes and travel. If you go with Chris you will not be disappointed. He’s certified for all states which is a plus as I live in the south and travel nationally. I was so happy to have found him as previous tax help from other CPAs were not so great.

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perm_identityVictoria Bennett

As a first-time small business owner, I felt lost a lot of the time in regard to my business finances and structure. I had no idea where to start. I am so glad I chose Chris as my CPA! He is easy to reach, reliable, and answers all of my questions in a respectful and informative way. He was also flexible with prices since I was just starting up my business when I got in touch with him, which was a huge help to me! I will continue to work with Chris, and I highly recommend him as your CPA if you want to know that your business is in good hands.

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perm_identityJessie Whalen (Jessie W.)

I received an iRS notice and my current CPA would not return my call. Chris got back to me the same day. Within two weeks my problems were resolved. Thanks Chris very much.

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perm_identityJennifer E Cunnane

Chris was knowledgeable and extremely helpful. He was able to assist me from start to finish! I would highly recommend Chris!

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perm_identityFrank Sarno

For years I thought using Turbo Tax was a good idea. It was not. Chris reviewed several prior years returns for me and discovered many deductions that I missed. We are amending those returns now to get my my refunds.

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perm_identityBill Poandl

We have been working with Chris for about a year now and he has always been accessible and professional. I can recommend him to any small business owner without reservation.

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perm_identityJennie Brown

Unfortunately my family suddenly needed a CPA with estate tax experience. Chris and his team made the process easy and transparent for my entire family. Personal touch doesn’t begin to describe the service. Highly recommend.

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perm_identityMelissa Ylagan

Chris is a great guy. He helped my elderly mother out with a problem she had and was so helpful and caring and went out of his way for her. Just a geniunely nice person!

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perm_identityDanny Valdez

It was really hard for me to trust somebody after five years of struggle and having my life dismantled by a tax agency and a negligent CPA. Although I share the blame in over trusting. I waited a long time to find the person that I knew could help me and for the right reasons. I have been taken advantage of by many tax advocates and attorneys. But when I spoke for the first time with Chris, I knew this man has a passion for what he does and could help me. I am so grateful to have found a person that understands my situation, has all of the knowledge to navigate through it and help me restore my life. He even understands the emotional and psychological impact. That is important because it helps you be a better client, the more you can tell him the more he can help you. He has seriously given me the confidence to go out there and focus on what I do best and I know he has my back!

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perm_identitychris morello

Chris put my mind at ease and responds promptly and weighs every option ! 10/10 highly recommended

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perm_identityNoMore Monkeys

I found my crypto accountant! Chris Whalen's knowledge in accounting, crypto and technology was exactly was I was looking for. The bonus I wasn't expecting was his patience in helping me navigate numerous crypto exchanges to get the reports I needed. He even taught me how to use Google Drive to send the reports to him. If you're looking for a crypto accountant, Chris Whalen is your man.

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perm_identityScott F

I just recently began working with Chris and am blown away by the experience thus far. He is a bright and hard working individual with a fierce focus for customer satisfaction. His attention to detail is second to none and delivers a phenomenal client experience.

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perm_identityBob Friberg

Great experience with Chris. He called promptly after I used his questionaire online. Helped put my mind at ease with simple solutions. Sure to use him in the near future. Very personable.

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perm_identityRolf Parrenas

I came to work with Chris via a referral from my travel healthcare professional. Chris is very worthy of all the 5-star reviews before mine. Chris demonstrated a great working knowledge of tax laws and made my nerve-wracking experience a very smooth one I was very happy with the results of my multistate returns and am so glad to have connected with Chris. I look forward to working with Chris more in the future.

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perm_identityChristian Carrico

Chris was extremely helpful when it came to my taxes and business. Thank you!

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perm_identityJeff C

Working with Chris has been a good experience and has been really helpful in having a CPA I can communicate with for my multiple businesses. He has helped gain clarity for tax related decisions crucial for my business and does a great job filing taxes.

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perm_identityEric Chuven

One fo the few who understands taxes around the crypto landscape.

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perm_identityGreen Carrot

Chris was very helpful and patient!

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perm_identityMike Ambrosia

Very hard to find a good business oriented cpa! When I finally found Chris it ended all my troubles!!

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perm_identityPierre Tooke

He’s been a great help with me helping starting up my Non Profit.

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perm_identitySamuel Beshara

Chris is great. Very knowledgeable specifically in the nonprofit space. He was very responsive even after hours and dedicated the time to walk me through a plan moving forward. Excited to work with him.

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perm_identityRobert Moccio

Good communication, efficient, easy to work with, answers every and any question. 100% refer chris to anyone

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perm_identityAnthony Da Silva

Chris has been a great CPA for me so far, he always makes himself available for any question that I might have. Would highly recommend him to anyone that is looking for Great Service.

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perm_identitypatrick Mullevey

Chris is a dedicated professional and truly cares about your business. He is responsive, concise, and clearly an expert in the digital accounting world. Also, he is an expert in technology such as disaster recovery protocols which is a huge value add for all his clients. Highly recommend.

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perm_identityBritany Lawrence

He answered all my questions and was very professional and knowledgeable.

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perm_identityDean Pagliaro

Thanks to Chris Whalen, CPA, I was able to resolve a series of complicated, time-sensitive, and critical tax issues effectively. As a business and individual taxpayer, I am grateful that Chris was able to provide the services I needed. In addition to managing and completing everything by the deadline, he has been a great help afterward as well.

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perm_identityEvan Tibbetts

highly recommend, really fast turnaround and responsiveness.

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perm_identityAlyssa Fulcher

Chris is amazing! He is efficient, knowledgeable, quick to respond, and is passionate about what he does. Filing taxes as a travel nurse can be confusing. After just a few conversations with Chris Whalen, I knew he’s the guy to trust with my tax needs.

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perm_identityChandler Conroy

Very transparent and cordial. Just what I’m looking for.

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perm_identityMaximillian Cella

Extremely knowledgeable when it came to Crypto! I will definitely be coming back next year!

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perm_identitySteph Monde

Chris your go to guy for taxes. For any tax related issues feel free to contact him. He was very receptive and easy to talk to and seemed very experienced.

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perm_identityMarissa

Chris has been so kind and helpful right from the moment I contacted him. Doing your taxes can be such a stressful thing but he is always there to give advice, make things understandable, and do a thorough job. He definitely puts your mind at ease. I highly recommend him and already have done so to my friends. I can’t imagine using anybody else!

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perm_identitynickyshi

Amazing at explaining all you need to know , very professional and the best at breaking down what taxes need to be paid. Thank you again Chris !

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perm_identityTatyana

Chris was so helpful in answering all the questions I had in regards to how I should handle my account financially! I will definitely be working with him more in the future ! Don’t hesitate to work with him he is the best !

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perm_identityPrincessa Tobias

Chris is very responsive and answers all my questions. I started working as a travel nurse in 2021 so it was a headache attempting to do it myself so I’m very glad to find their information from one of the other travel nurses I follow online. Thank you so much, Chris!

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perm_identityLeo Coto

Great experience working with Chris. Fast and responsive. The work was completed on time and as requested.

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perm_identityJoe Haimowitz

Chris did an excellent job in preparing my brothers taxes following his passing and was available for any follow up questions as we closed out his estate.

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perm_identityGregory Flemming

I had a few tricky questions to which I needed some quick answers. Chris took my call and, without batting an eyelash, proceeded to give me actionable advice, without charge, in only the hope that, should I ever need someone to help me prepare my taxes in the future, I would think of him -- as surely I will.

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perm_identityLisa Low

Best real estate CPA I have ever met. Do yourself a favor and make an appointment with Chris.

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perm_identityRobin Akin

Chris is a get-it-done man. Whatever the barrier or issue, he finds a way through it. Great to have on your team.

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perm_identityDavid Uveges

Chris is very knowledgeable and was recommended to us specifically for real estate accounting (NJ home sale). He was extremely responsive with an almost immediate call back to discuss our questions in detail as a complimentary consult. He made us feel comfortable after explaining all the details associated with a home sale (capital improvements, etc), and we are planning to use Chris for our taxes.

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perm_identityDilmurod Hamidov

A stand-up guy and great accountant Thank you Chris

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perm_identityJay Carmax

Just give Chris a call when you are looking for a tax professional. I knew from my first call that he was the one. Helped me on how to set up my rental property and answered my questions and was able to pick my situation when others were confused without even charging a penny.

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perm_identityJordan Bryan

Amazing, great energy and gets the job done. I'd recommend his services to anyone who needs an expert on their taxes.

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perm_identityC AP

Chris is very prompt to responding to queries, he is accommodating and very helpful with taxes.

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perm_identityJoan Stiller

Chris is outstanding. I called him from sc concerning nj inheritance and he actually answered the phone. I explained my situation and he helped me immensely. I would definitely recommend him and will notify my nj friends of this remarkable professional.

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perm_identityBrandon Fiadino

Chris gave me assurance in the tax process especially being helpful in the cryptocurrency space. I look forward to working with him again!

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perm_identityL Bro

Chris has proven to be reliable, knowledgeable, accessible, and personable. He has provided sound professional guidance which makes me feel secure with my choice to not only utilize his services but to highly recommend him to family, friends and colleagues.

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perm_identityManny Chan (MannyChanRealty)

Chris is a real professional and took the time on a Saturday morning to call me back. Highly recommended and please listen to his podcast and watch his youtube channel.

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perm_identityMatt Cop

I was looking for a new business CPA. I called Chris in the morning. Got an appointment with him same Day!... what a Great Experience! He truly cares about his clients.

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perm_identityPatrick Padgett

Chris is a solid, knowledgeable client advocate with a common sense approach. I am so grateful to have sought out his advice. Thanks to him I have a path forward out of a difficult situation, and I’m already sleeping better at night. Give him a call.

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perm_identityJaiel Johnson

I recently reached out to Mr.Whalen and received help and it has been a lifesaver. The process was quick and seamless, and the support I received was top-notch. I am grateful for the assistance and would highly recommend this CPA to anyone in need. Thank you for your support and kindness.

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perm_identityM Zibrun

Perfect in every way; all follow up questions to my inquiry answered my doubts, Mr. Whalen went extra mile to navigate all particularities of my blooming business - not only for the US based part, but more importantly for the International business side. Offered advice on crypto under new IRS rules, explained in very practical matter the nuances I was unaware of. This was most helpful interaction in months, with stellar customer service and response times my partners could learn from. Should learn from. Will revisit for advice anytime unsure, in future. Thank you!

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perm_identitygerard ragoobar

Chris is very knowledgeable about the travel Nurse LLC business and travel nursing in general. Makes information easy to understand for nonfinance individuals like myself. He is very accessible called him after getting out of a long shift and he was reachable by phone to take my call and provide assistance highly recommend him if you are a busy travel nurse working crazy hours on an assignment and just want the peace of mind that your taxes are in good hands.

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perm_identityFightingbohemian

Chris is very knowledgeable about traveling nurse related tax issues. He helped me get a clear understanding about how a length of stay at one location can affect taxes and stipends. I really feel like he has my best interest in mind and helps guide me through decisions so I wouldn’t be putting myself in a precarious position.

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perm_identityStacey Marcum

Had a quick question about crypto taxes and he answered quickly and professionally.

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perm_identityChris Gabbard

I filled out the contact form online and to my surprise Chris called me back in a short period of time. I explained my situation, and he answered all of my questions very thoroughly and simply. He gave me some great advice and I will move forward with it. He was also kind enough to leave the door open should I need to speak with him again. Very impressive since I am not a paying client yet. I got the impression that he really cares and enjoys discussing accounting issues with individuals and helping where possible.

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perm_identityxKKx3

Awesome guy! Knows anything you have cryptocurrency related!

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perm_identityLuke Rodgers

Chris is a GREAT CPA! Knows his stuff and works in a very quick and effective manner! Meats and exceeds any deadlines! If you're in need of a CPA he is your guy!

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perm_identityAndrew Flanagan

Chris is a great CPA. His guidance and follow through are unmatched. If you need a CPA, I recommend you reach out to Chris.

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perm_identityKenya Orozco

Very transparent and fast definitely will use his services again!!!

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perm_identityG G

Chris is great! He is very knowledgable and generous with his time. We reached out with a very specific question about foreign asset reporting requirements and he addressed our concerns immediately. Definitely a great resource and would certainly consult again! Highly recommend!

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perm_identityMike A

Very happy with Chris, he is very knowledgeable and experienced!

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perm_identityKrystina Malfa

Chris contacted me within the same day of sending an inquiry form to schedule a phone consultation for the following morning. He answered every question without hesitation, and spent over a half hour on the phone despite the fact that I was not a current client. I look forward to working with Chris and his firm while navigating the first year of operating a new small business.

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perm_identityMark Distler

So glad Chris was recommended to us. He did an outstanding job with our taxes and only wish I had found Chris sooner! Now it's my turn to recommend. If you are looking for the right CPA the first time, call Chris.

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perm_identityJonathon H

I called Chris in the middle of tax season with some questions about travel nursing and how taxes and stipends work. I felt a little bad bugging him at his busiest time of year when I wasn't even looking to use his services at this time and just wanted some free advice. He was not only happy to help me, but was very knowledgeable and professional. I was very impressed with him and will definitely plan on hiring him next tax season. Although our interaction was brief I would absolutely recommend him to anyone who needs a CPA, especially travel nurses, as he was able to clarify some questions for me on an issue that is grossly misunderstood by too many in my profession. If I could give him more than 5 stars, I would!

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perm_identityAnnie Deusch

After switching to a new job, Chris offered amazing advice and has provided nothing but exceptional service. He has made me feel very comfortable with filing and has made everything so easy for me! I cannot recommend Chris enough and will continue to use him for all of my tax needs.

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perm_identityJames Flores

Very professional, straight to the point, and a pleasure to speak with. I had a lot of questions and he answered everything and knows what he's talking about. Thank you!

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perm_identityBrianna Soles

I had questions regarding my business. He quickly answered my questions and put me on the right track. He is knowledgeable and professional, I’ll definitely be using him as my accountant when my business is up and running!

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perm_identityScott Sandlin

I called Chris out of the blue a few minutes ago....and he giving me more attention during the height of tax season than my longtime CPA has in the past 10 years. There is no question, if you're looking for the right CPA that has YOUR best interest at heart, then Chris is your guy. If I could give more than 5 stars, I certainly would....thanks Chris! I'm stunned at his level of responsiveness, as I know it's a crazy time of year for his industry. He is truly amazing.

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perm_identityJane Hipple

Chris Whalen is incredibly generous with his time, attention and expertise. As someone who has studied different tax considerations as a real estate agent I have been delighted to find a tax professional who is clearly more knowledgeable than the rest!

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perm_identityTom Sufleta

Chris was extremely knowledgable and effective with how to deal with crypto losses.

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perm_identityMike G

Chris took time to discuss my tax situation today even in the thick of tax season. My other tax representative pushed me off over a month which was unacceptable. Very thankful he took time to speak with me. Highly recommend him!

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perm_identitySean O'Brien

This was the first time my wife and I worked with an accounting firm and Chris completely exceeded my expectations! He was prompt at returning emails, took time to meet with me in person and even made calls on a Saturday. He made the whole process smooth and made us feel comfortable! I highly recommend Chris!

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perm_identityjoseph zeffiro

Chris provided terrific service not only my taxes but for my brothers estate as well. The process was very easy. I would highly recommend his tax service.

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perm_identityAlbert Humke

Connected with this firm through a YouTube video I had found searching online for information on a tax question. Went to their website. Called the phone number; they answered, and afforded me some of their time to discuss my situation. Courteous, and helpful.

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perm_identityTim Steinel

Pleasant surprise that he answered his own phone, responded quickly to inquiries and double checked info before processing. My new accountant.

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perm_identityJohn Gatzemeyer

I am a new client of Chris's and was treated with the same level of personal service that a long-time client would see. He took the time to explain my tax situation (via email) and followed-up with a timely phone call to answer my questions. I would highly recommend based on his professionalism and customer service.

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perm_identityDavid Wang

Very knowledgeable and knows his stuff especially with crypto. Highly recommend!

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perm_identityKathy Maloney

I contacted him for help with a tax question/issue. Quick response from him.even though he wasn't even working the day I contacted him amd he offered to talk to me anyway. Generous with his time, even though I'm not currently a client.

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perm_identityMichael J.

Chris is amazing, he actually takes the time to care about your issue, the he solves it. He's extremely personable and a straight talker. I would highly recommend him to all.

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perm_identityJ S (Joe)

Thank you Too busy

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perm_identitysugandha singh

Chris is very helpful and really cares for his clients. He responds quickly and is willing to explain everything without expecting to be hired by his clients. He is knowledgeable and very professional. I would recommend him strongly

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perm_identityDaniela Maldonado

Our experience with Chris left me wishing we had found him years ago. Chris made the navigation of our multi-state income tax situation simple and fast, promptly answering any questions we had along the way. Even though we had used chain professionals in the past, our returns triggered RFIs or otherwise left loose ends we needed to personally follow up on. There's greater peace of mind knowing we'll have Chris and his expertise to lean on when we need to, and not having to debate about where we will go for our tax prep needs in the future.

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perm_identityBrian Rundlett

Chris was Very polite, informative and knowledgeable of my situation and was eager to assist me. I highly recommend his services for anyone who needs professional advice!

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perm_identityLeslie Rodriguez

I am selling a home which was a rental property but the issue is that I live out of state. Chris Whalen was very helpful in explaining the process of 1031 and the tax breakdown. Also explaining the non-resident tax. I will definitely contact him and his office as soon as the home inspection and appraisal is complete.

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perm_identityAlissa Avramis

10/10 recommend for travel nursing and travel nursing Tax questions.

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perm_identityBrandi Maroge

I reached out in response to an article that related so specifically to my current situation, specifically being denied the Quickbooks file, and I was immediately contacted by Mr. Whalen. The advice was thorough and extremely useful. I’m currently awaiting a reply from the company on my request but no matter the outcome Mr. Whalen has an incredible resource.

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perm_identityRachel Goettsch

Chris is very knowledgeable for tax questions in the travel medical profession. I highly recommend him and will be using his services in the future.

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perm_identityMatt Richman

Competent and clever, he guided us well as a new business

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perm_identitySamantha Tracy

Kind, personable, and answered all my questions. He has experience/knowledgeable with travel nursing unlike many other places! Give him a call.

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perm_identityKat Quarterman

Chris always gets back to me in a prompt manner. He explains everything in a way that I understand. He is also very thorough. Glad to have him as my CPA!

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perm_identityKassandra Lee

Chris was super quick to respond and give me a call. Very professional and super nice. He explained every question I had. Highly recommend!

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perm_identityKristofer Lachapel

After just a brief conversation with Chris, it was easy to see why he has so much positive feedback online. He was responsive and friendly even in the midst of a very busy time of the year. I would recommend his services to anyone who needs tax advice.

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perm_identityMichael Marks

Chris was exceptional. I have been navigating a tax issue and have been looking for some advice. He was knowledgeable and extremely helpful with my issue. Chris came highly recommended to me and I look forward working with him moving forward.

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perm_identityBarry Arakanchi

Chris was extremely professional and made the whole process of filing our taxes easy. Highly recommend.

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perm_identityBrian Chung

Since working with Chris and his team, it's been such a pleasant experience! Chris talked me through my options and provided transparency throughout every step that was specific to my tax situation. I look forward to a long and fruitful partnership with Chris and team for upcoming tax seasons. Thanks again, Chris + Team!

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perm_identityKendra LaVonne

Chris was so informative in helping my partner and I understand selling and buying in Costa Rica. And, he was so easy to talk with and looking forward to working with him on the regular bases.

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perm_identityKim Hughes

Super helpful with answering questions.

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perm_identityK C

Chris helped answer my questions and gave me advice on the first phone call. He helped me to better understand my situation and cleared up many of my questions. He took time out of his day to go over things with me. His help is greatly appreciated. Thank you very much.

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perm_identityYuying Xuan

Mr. Whalen has great professional experience. He is right on the issues that I have questions. I am very happy that I find him.

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perm_identityMandy Walker

Chris is very helpful, knowledgeable and informative Highly recommended

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perm_identityRichard Topham

Chris was very knowledgeable and was able to answer every question I had and even answered questions I haven’t thought of yet. Highly recommend

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perm_identityDanyelle Smilovich

My husband and I have been searching high and low for a local CPA to meet our needs. We reached out to interview Chris with some complex trust/real estate tax questions and he immediately spoke with us. He even called later that evening to go further in depth in some follow up items. We very quickly determined he was going to be “the one”. He’s extremely responsive, knowledgeable, approachable and personable. We went to his office to meet in person and had a great experience. Interactions with his staff have been extremely pleasant as well. We are very happy to have found Chris!

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perm_identityAnthony Holdorf

Chris is very friendly and personable. He truly cares about his clients and ensures that he meets all their needs. Highly recommend!

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perm_identityDee Dee Jashari

A fellow travel RN referred me to Chris. I wish I would have known about him sooner! This was the second year he helped me with my taxes, and my bf’s first year, especially since their was a huge oversight in the transferred documents between his company’s merger and federal taxes were not withdrawn for several months in 2022. Chris’ professionalism regarding the matter eased our minds as we had never experienced a situation like this before (I check every single pay stub, but my bf is a salary employee and doesn’t feel the need to check his pay stubs ??). Chris was able to submit the appropriate forms to the IRS to ask for the penalties to be forgiven, and we recently got a letter from the IRS stating that they will waive the penalty AND that we will be receiving the penalty refund! We are so grateful for Chris and his knowledge and expertise! I highly recommend him to all of my friends and anyone that will listen! Thank you so much, Chris!

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perm_identityRobert Nickel

Chris got back to me immediately, he took the time to fully explain the things that I needed to know to close my Father's estate. He explained the issues and that I would not need his services to resolve the affair. I found this a rare quality in these help yourself, all operators are busy, press 1,2,3, look at the FAQ page business environment of today. I will undoubtedly be using his services in the future with fullest confidence that he has my best interest in mind.

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perm_identityN A

Chris was prompt, knowledgeable, and easy to talk to. I appreciate his specialty in travel work

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perm_identitySteve T

Great experience with Chris Whalen and his firm! He worked hands-on with me to come up with best strategy and options to fit my tax situation. He has deep knowledge about personal and business tax practices and clearly communicates information. Personable, easily accessible and responds quickly. A++.

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perm_identityKaelee Van Den Heuvel

Chris is AWESOME. He is responsive, knowledgable, and super easy to work with. Highly recommend him!

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perm_identityAvalon

Chris was great!! He answered super quick, gave me free advice! and helped me deal with my State tax notice!. I filed my state return wrong due to being a remote employee and chris was able to identify the issue and help resolved it quickly! Definitely recommend!

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perm_identityJaime RH

Professional prompt courteous and helpful.

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perm_identityJessica Villavicencio

Great and speedy service. Very satisfied with the outcome for an ammendment!

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perm_identityJudy Lipschutz

Chris Whalen is truly a remarkable individual. I’m in Florida and needed some assistance regarding taxes in New Jersey. Chris responded to my phone call quickly. He was very patient and compassionate. He carefully explained everything he needed from me. He is an amazing CPA and one can feel assured he will provide excellent care.

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perm_identityBrandon Daigle

Was helpful in answering all of my questions

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perm_identityJose Rojas

I started going to Chris a couple of years back and it has been an amazing financial decision. Chris is courteous, professional and knowledgable all while being personable as well. He answers every call and if by any chance he misses it, he reaches back out by the end of the day EVERY time. I am glad to say he doesn't disappear when income tax season is over. He has helped me out with my real estate and business tax questions as well. I highly reccomend Chris' services to anyone! UPDATE: This review is 3 years old as I am combining reviews from an old account. I am still a client of Chris Whalen and feel even more highly of him than at the time I originally wrote this.

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perm_identityOlivia

I had an outstanding experience with Chris Whalen for my tax filing. He was highly responsive, making the process efficient and quick. Chris not only answered all my questions but also shared valuable tips for future tax planning. I appreciate his personalized and attentive service. I'll definitely be returning for future tax needs. Thank you Chris!

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perm_identityIyana Jorge

Chris is an exceptional human being. First off he works with such an urgency and care, he is very informative especially for anyone with a small business that just started making revenue. He’s experienced and just an overall great guy. When I reached out I was under so much stress considering my situation, not only did he help me but also gave some great advice that I can carry with me and pass on to others overwhelmed with business issues, financial problems. I had to give a review because it’s not easy to find a CPA you can trust and count on. One of the best things about Chris is his correspondence. Lack of correspondence is very overwhelming for me when doing business so having someone that keeps you updated and stays in touch is a blessing.

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perm_identityWesley

Working with Chris on my cryptocurrency taxes over the past three years has been a great experience. His prompt communication skills and knowledge have made these complex tax matters easy to understand. Additionally, the newly introduced online portal is a great feature, offering easy access and user-friendly navigation for document sharing and financial tracking. Overall, I highly recommend Chris for his professionalism, expertise in cryptocurrency, and dedication to client service.

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perm_identityTrish Tyler

We are selling a co-op for the first time. Chris has been so patient and answered every question I’ve had, never making me feel stupid.

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perm_identitymarie martinez

Mr. Whalen was very helpful. He answered all my questions. Would highly recommend.

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perm_identityCharanjeet Kaur

Knowledgeable and helpful. Answered all my questions.

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perm_identityDon Burden

Fast response, addressed all questions with diligence. Provided simple and comprehensive explanations. Wonderful experience. Strongly recommend.

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perm_identityJoseph Knecht

Chris has been a pleasure working with on all of my tax and financial help.

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perm_identityMatthew Krepinski

I reached out to Chris Whalen once, to simply inquire what services he would offer a Canadian. For example, if I wanted to buy some real-estate down there and what he would do for me. He called me back promptly and was super friendly. I do have to disclose I am not his client but he is a very genuine and kind fellow. Pretty funny guy too. Despite asking him very vague questions, he gave me a lot of good advice, explained how he would help and provided me some resources to help understand how things work in the USA. If I ever start doing business or acquire assets in the USA this is the first guy I am going to call. I encourage you to reach out and see what he can do for you.

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perm_identityJosh Bagley

Chris has been a tremendous help with our family's accounting needs. Even with multiple life events, various filings, and complex returns, Chris is quick to respond to all questions and very organized with our information. We're relieved to know our tax returns are in great hands with Chris and would strongly recommend his services to everyone who needs accounting and tax services.

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perm_identityCurt B

I so appreciated the website and Mr. Whalen’s Courteous manner when he called me to further explain a fraudulent email Offer.

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perm_identityLenna Diamaduros

Chris is very nice, informative, and professional! He responds very quickly and answers any questions in great detail. I will be using Chris for all of my tax needs moving forward! I am super happy to have found him.

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perm_identityFrank Adams

Mr. Whalen has been doing our taxes for years! Nowadays, when people say they give you the best of the best, this is the person to go to! Any time you call him he picked the phone up anytime you have a question answers it right then there an all-around great firm highly highly recommended

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perm_identityDerek Wayne

Chris Whalen helped me by preparing an urgent tax return for a deceased relative. He was responsive, helpful, and reasonably priced, and his effort was much appreciated

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perm_identityValerie Mangan

Chris was so helpful with the management of my parent's estate. From setting up LLCs to organizing our bank accounts. He went above and beyond offering his time and knowledge with our unique situation. He is very responsive and easy to speak with. We highly recommend Chris Whalen!

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perm_identityPeter Forth

He amazed me by calling me back within 12 hours after I left him a message, on a weekend in the middle of tax season with perfect answers to my questions.

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perm_identityRobert Sedlak

I would recommend Chris, he listened to me and zeroed right in on the problem

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perm_identityBrian Kittner

Chris is knowledgeable, passionate about helping his clients, and always available. If you want the best, call Chris. You won't ever use another CPA.

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perm_identityLisa Alessi

So many CPAs did not even return my calls! Chris got back to me same day. After our phone call he was able to give me a strategy and direction with my IRS problem. I cannot more highly recommend him. If you have accounting or tax questions, he should be your first call. I cannot express the amount of anxiety that Chris relieved for me.

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perm_identityNicholas Edwards

Mr Whalen is incredibly detail oriented, quick in his communication and always available for any questions we had. He knows his stuff. Will definitely be using him again for the future.

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perm_identityRebecca Sidoti

I would highly recommend working with Chris Whalen & his firm. They are helpful, organized and dedicate extra time to answer questions & provide guidance.

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perm_identityBrian Boss

Chris has helped us out for several years now. Extremely knowledgeable and takes the time to explain everything in detail. Highly recommended.

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perm_identityVin Zerbo

Chris is the best! He’s a wealth of knowledge and makes taxes easy to understand. He’s straight forward and to the point, understanding the value of my time. He truly cares about his clients. Definitely something you can’t fake. Happy I’ve found a firm I’m confident in working with long term. Thanks Chris!

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perm_identityKevin L

Very quick to answer the phone, very knowledgeable about the situation I had regarding a few crypto coins. If I needed more assistance I'd be sold as a customer!

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perm_identityKeith McCarthy

Chris was extremely responsive and also professional. He gave me great advice when I was in a time crunch. I highly recommend and will be coming to Chris for my personal tax’s in 2025.

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perm_identityClaudia Christie

I highly recommend Chris because he is extremely proactive and knows exactly what needs to be done in terms of finances, documentation and taxes. He gets the job done professionally without making it more complicated and overwhelming. My only regret is that I wish I went to him sooner for as his client I know that without a doubt I am in very good hands and oh, what a relief that is. I sincerely appreciate his vast wealth of knowledge, expertise and experience. If you are seeking an excellent CPA then you need not look any further than Chris Whalen. He is the best!

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perm_identityHillary Braverman

Chris has been a fantastic accountant. My taxes are complicated since I work both W2 and 1099 in multiple states and he managed to get them done in a timely manner and got me a refund. Thank you Chris!

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perm_identityMatthew Munson

I left a message for Mr. Whalen highlighting my issue and he personally responded very quickly. I would highly recommend his firm to anyone!!

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perm_identityJon Bowen

Chris is extremely knowledgeable and just as important, he is available and always ready to step in and help. My clients were closing in a week and needed confirmation of something from their CPA. Unfortunately, their CPA was not able to get the job done but Chris stepped in and saved the day!

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perm_identityjon Bagnato

Read this review- Looking for a forensic account, I came across Chris page. I called him up, he himself answered, & spoke to me in great detail. He took at least 30 minutes of his time for absolutely free to hear me out, without ever once asking for money or anything, on top of that- he gave me solid advice something he didn’t have to do to help what I needed. Ultimately the services I needed didn’t require his aid saving me thousands of dollars. He gave me free information, saved me thousands of dollar, and pointed me in the correct direction, with a follow up Text message to boot. I work with non-profits and business for decades as a consultant. I have never came across a professional of his calibers that took the time he did to help- wait for it- just to do the right thing. A good human in a world sometimes filled with unsavory ones. A man who gave without taking. An honest person. I have had never in my life met or spoken to him prior to this one phone call. If you’re looking for a caring person who isn’t trying to rob you- I can attest to that.

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perm_identityJoseph Zeffiro

Handles all of my financial questions and Taxes perfectly and professionally. Would definitely recommend

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perm_identityOliver Sebastián And Family

I called Chris fews times about some Questions i had and he answered everytime and i went to his office and he was very helpful and knowledgeable person.thank you.

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perm_identityThomas Bachurek jr.

Chris is extremely knowledgeable and reassuring, I was very overwhelmed and he put me at ease with the situation at hand.

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perm_identityBarbara Shields

Chris provided services above and beyond my expectations. I had always used big name accountants in NY city, but when I had inheritance questions, they were useless. Chris directed me through some complicated issues effortlessly. Chris is knowledgeable, professional and responsive. I highly recommend Chris for all your financial and tax issues.

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perm_identityShamus McClelland

Chris was extremely helpful and straightforward. We had a big change in our tax situation and Chris was able to explain why and help us navigate a solution. Would recommend him highly.

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perm_identitySinan Gedik

Chris is great! The most important thing for me is how quickly he responds. I will work with him going forward.

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perm_identityCaroline M

Chris was incredibly thorough and knowledgeable - even on our first visit we got directly applicable answers in a short amount of time. He follows up and follows through which is very helpful. A pleasure to deal with. Very nice and put our minds at ease finally finding someone trustworthy to discuss our finances with. I will be going back for help with my mom’s finances

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perm_identitycorlia le roux

Very professional! He really cares for his clients and has a quick response time!

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perm_identityRichard Hankins

Went to Chris looking for a good CPA. Found someone who is knowledgeable, easy to communicate with, and on top of his game. A great CPA and a man who cares about the less fortunate in our society who also gives freely of his talents to help those in need .

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perm_identityMeghan

Very helpful, answered all my questions. I am embarrassingly clueless with tax related matters and he put me at ease immediately. I am looking forward to having him as my new accountant!

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perm_identityJ

Chris is amazingly efficient, professional and courteous. He helped my wife and I set up our LLC in record time and also worked with us to explain and simplify a complex tax situation to our elderly family members. We could not be happier with Chris and the services he provided our family.

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perm_identityPeter Simonite

Answered my call write away and provided helpful advice without hesitation

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perm_identityJames Zeitler

Chris is truly an expert in his field. His responsiveness is absolutely amazing. I highly recommend him!

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perm_identityDave

Believe the reviews, Chris is the best! I called him about a random international wire transfer tax question and he explained it to me right off the bat and patiently answered all of my questions. I will not hesitate to use him the future and you shouldn't either! It's rare that you find people who are genuine like this guy.

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perm_identityEric Badiere (Suburban Caveman)

Navigating a labyrinth of financial complexities, I approached Chris with a daunting tax situation involving cryptocurrency gains and international income. Not only did Chris masterfully untangle this intricate web, but he also went above and beyond by recommending a SEP IRA to optimize my financial strategy. His expertise transformed what seemed like an insurmountable challenge into a surprisingly positive outcome - a meticulously prepared tax return that resulted in a refund. Chris's profound knowledge, attention to detail, and innovative approach to tax planning have been nothing short of exceptional. For anyone facing complex tax scenarios, Chris is undoubtedly the go-to professional who can turn financial chaos into clarity and savings.

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perm_identityM C

Wonderful Experience! As a Canadian who has had to deal with some financial family matters in New Jersey, I had worked with other Tax Professionals in the past who you had to literally chase down for them to help you with one small task. I was frankly tired of waiting on them and felt unimportant and like they intentionally wanted nothing to do with me. I set out to find a REAL CPA, one who is FOR THE PEOPLE, a CPA who set out on this life path for a reason and took care of their clients. After seeing the Thousand 5 Star Reviews for Chris Whalen CPA of New Jersey it was a no brainer, I had to get on the phone with him. It was the best thing I ever did. Not only was he the most professional CPA I have interacted with, but I would argue he is the most professional person in general I have ever worked with. He answers the call, he helps you with every fiber of his being, tapping into his vast knowledge reserves, and delivers your result on a silver platter in a timely manner. Chris makes you feel like you matter, your needs are important, and getting things done in a timely matter is important. Letting you know how things are moving along is also something I noticed about Chris, and this lack of knowing where we are in the process is what drove me crazy about the other CPAs. Months would go by with them and you couldn't figure out if they were working on your situation at all! But with Chris, as busy as he is, he makes the time for your needs big or small! HIGHLY RECOMMEND

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perm_identityNicholas DiGiovanni

Chris was extremely helpful, Chris took the time to explain everything answered all the questions I had and now I will be using Chris for my taxes for now on

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perm_identityEvan Yang

Had a Tax audit to resolve. The second I asked the question, he was able to provide a comprehensive solution to my issues. Extremely responsive and provided an amazing service experience.

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perm_identityFRANCES SULLIVAN

As a new resident of NJ, my husband and I had to find a tax accountant. I was not satisfied with our first choice, but it gave me a deeper appreciation for the level of service we have enjoyed working with Chris Whalen. When he says he will have our return ready in 3 weeks, he means it. When we have a tax related question he picks up the phone promptly. When I meet with him in his office, it is a comfortable exchange even when I seem puzzled by a tax issue. My husband and I entered into 1031 property exchanges when we had real estate sales with high capital gains. This action results in lots of technical tax questions. Chris is thoroughly familiar with this tax strategy and has helped us be compliant with all the complexities of this ownership. We trust him and we feel confident we are in expert hands. Fran Sullivan and John Brennan

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perm_identityMartin Deza

Chris helped me set up my business and things have gone so smoothly. This is new for me and he has responded to my questions promptly as they have come up. I highly recommend Chris!

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perm_identitySebastian Rennella

I have been with Chris for about a decade now. I am freelance in the film/television industry and Chris has helped me navigate my difficult finances with ease. I have recommended him to numerous friends and family.

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perm_identityNishant Parikh

Chris Whalen is a smart and fast CPA with a strong ability to quickly scan through a business proposal with financial statements and provide a quick and efficient perspective on business valuation. He did that as a courtesy and did not charge us a penny for his expertise and time. I deeply appreciate it. Thank you so much !!

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perm_identityRichard Thesing

I am in Florida and I called Chris and he immediately called me back. I couldn't of contacted anyone else who was more knowledgeable and caring than Chris. I will keep him updated.

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perm_identityD. Fisher

During a transitional period for us with full to part-time work, taking Social Security & Medicare, selling a home and purchasing another, Chris has taken our particular circumstances and distilled the important questions and tax-related issues into terms we can clearly comprehend. He has a great understanding of how our retirement decisions will affect our tax exposure. Chris is reliable, easy to reach and communicate with, which is exactly what we were looking for in a CPA and expert tax advisor. We highly recommend his services.

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perm_identityCortney Walleston

Prompt, reliable and very helpful!

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perm_identityWilliam Wong

Chris Whalen is hands down the best CPA I've ever worked with. He's very professional and knowledgeable in his field and does amazing work. 10/10 Would recommend.

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perm_identityMarquise Taylor

Great experience, very informative would recommend to anyone looking to do any business the right way!

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perm_identityDavid Einstein

I was stressed out about an LLC tax situation and called Chris based on great Google reviews. After a brief phone chat, he alleviated my fears and suggested a strategy for my accountant. I talked with my accountant who was receptive to Chris's suggestion. Chris was helped me avoid paying more than I had to - both in terms of taxes and also accountant fees. He put in the extra effort and I highly recommend reaching out to him for tax advice and services! Dave E

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perm_identityVinny Italia

Chris did a great job with an Estate Tax return for our family. He was very professional and completed the work in a timely manner.

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perm_identityMarc B

I contacted Chris recently looking for assistance after I received a NJ taxation audit letter. His response was immediate and we worked through my questions with care and consideration. He took the time to explain the situation and I'm now confident on the matter. I will definitely seek his services again.

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perm_identityJoey Stabile

Chris is extremely knowledgable when it comes to tax planning and strategy, but more importantly he is able to simplify these complex topics to make his clients feel comfortable and provide them with peace of mind knowing they're being taken care of properly. I highly recommend Chris as he is someone you can trust will do things right and also is a relatable, good human.

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perm_identityOlga Tkachenko

Just called for a free question, Chris picked up right away and answered quickly. Told me some things I didn’t know about starting my business.

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perm_identityOlga Egorshina

Chris is absolutely the best! Super knowledgeable, great expert and extremely helpful in all tax, audit and accounting matters! He listens, scans the problem and finds the best possible solution right away and always very responsive and ready to help! Incredible and talented CPA!

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perm_identityVanessa R

Chris is knowledgeable and professional. Highly recommend!

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perm_identityJeremy Wells

Chris Whalen has been fantastic to work with! He is extremely responsive and has provided top-level guidance and support! If you are in need for any tax consulting services, Chris Whalen is your guy - I strongly recommend and encourage you to use him!

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perm_identityLogan Boyko

Chris Whalen CPA is an absolute class act. I consider myself someone who does a lot of research prior to making any decision, that was certainly the case with selecting a CPA who could help me get set up as a business.. What you read in these reviews for Chris, is absolutely spot on.. He is diligent, caring and confident in his abilities. That's the type of accountant that you want in your corner - can't speak highly enough about him. He will return your texts/emails/calls right away, never leaving you in the dark to wonder what's going. I will certainly be a return client.

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perm_identityMalikaa Alby

Chris was helpful and to the point. He knew exactly what I needed to do, didn’t overcomplicate it, and was friendly.

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perm_identityherb quarterman

Chris is very professional and thorough . Most of all patient with clients like me that have a million questions! Thanks

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perm_identitydaniel goldfarb

Everything I expected and more professional knowledgeable. Chris and his team have exceeded my expectations.

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perm_identityMiguel Martinez

Called couple times with questions answered my calls no need for voicemail Highly recommended

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perm_identityAlexandra C.L

Chris was quick to get back to me and extremely helpful. Very thankful for his assistance and kindness.

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perm_identityMichael Maier

Chis has provide our business with exceptional accounting services that are both timely and reasonably priced. His yearly tax return preparation are done within two weeks at a cost that was considerable lower that what we had been paying. I highly recommend Chris Whalen, CPA for accounting services.

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perm_identityNeil Patel

I have had the pleasure of working with Chris Whalen, CPA, and I can confidently say he is an outstanding professional. Chris has provided invaluable assistance with both my personal and business finances, offering expert advice and tailored solutions every step of the way. His deep knowledge of tax law, accounting practices, and financial planning has saved me time, money, and stress. What sets Chris apart is his genuine commitment to helping his clients succeed. He takes the time to explain complex concepts in a way that’s easy to understand, and he always goes the extra mile to ensure I’m making informed decisions. His attention to detail and proactive approach to tax strategies have made a significant difference for me. I highly recommend Chris Whalen, CPA, to anyone looking for a trustworthy, knowledgeable, and personable accountant. His professionalism and dedication have truly made him an asset in managing my financial matters. Five stars all the way!

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perm_identityTina Hedlund

I was looking for a CPA, since my accountant retired. Chris Whalen came highly recommended through several friends. I called Chris Whalen and he was so kind assisting me with a tax issue resolving it within a day. He was quite gracious and understanding. I would recommend Chris to anyone that requires an excellent CPA. Words cannot express how grateful I was to find such a wonderful CPA. Tina Hedlund

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perm_identityJennifer Jeronimo

I came to Chris with a question about my nonresident New Jersey tax return. It had been denied and not only were they not refunding me money but they were trying to take more money from me. After multiple threatening letters from them I found Chris online. He was a godsend. Not only did he speak knowledgeably, but also truthfully and in a very easy understand way. He followed up with me as we went through the process. It was the perfect advice and I was got my refund! Highly recommend!!

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perm_identityWilliam Wilson

Was looking for a question of mine to be answered about a selling of a house and the funds being transferred to my name instead of my parents name Chris was very informative and answered all my questions and even provided more detailed information to me about what to expect when filing taxes. Overall, a great person and willing to help and go above the beyond. Thanks again, Chris I will be speaking to you again very soon.

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perm_identityKevin Pipchick

Chris helped me with a business tax question that carried over to my personal returns. Very helpful and clear, thank you!

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perm_identityBrittney

Chris is an exceptionally knowledgeable CPA! His professionalism and clear communication made the entire process seamless and stress-free. I truly enjoy working with him because it's evident that he genuinely cares about his clients and their success, and that means a lot to me! Thank you again for such outstanding service!

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perm_identityP McCormick

In trying to start an online business I found it difficult to find CPAs in my area that are tech savvy. Chris was the most helpful of all the people I called and right away gave me great advice over the phone.

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perm_identityDonna Brian

Chris is a very smart, very knowledgeable CPA, and is always available for questions, advice. Helped me a great deal with my tax situation. I Highly recommend him

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perm_identityColin Gartz

As a newer business owner who is unfamiliar with the state/federal tax code, Chris has been able to help me understand everything and get the back end of my business in check. He truly does care about his clients and is willing to go the extra mile to see that you are taken care of.

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perm_identityGene Stoye

I really appreciate how helpful Chris was. He was quick to return my call and was able to answer my questions in ways I could understand.

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perm_identityArtie S.

Called today for a consultation and help with my taxes I was immediately pleasantly surprised to say the least the owner took care of me did not pass me on to anyone else in the office and assured me everything will be taken care of. Extremely happy Chris took the time out during busy season to handle my issue in a matter of minutes. Great communicator and I would recommend Chris to anyone in New Jersey looking for a CPA that is hands-on

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perm_identityDiane F

I was in need of a CPA due to the impending sale of property. After an extensive search online, I decided to call Chris Whalen and am so glad I did. His immediate response and sound advice was greatly appreciated. He answers all my questions and makes what could be very stressful much easier. So happy I found him.

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perm_identityJing Liang

I called Chris to set up a consultation about real estate taxes. I was ready to pay for his expertise. He was so kind and gave me great advice, In the end, he did not ask for fee! Will definitely Go back to him!

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perm_identityStephanie Hoff

Called on a whim at the very end of the day and Mr. Whalen was still happy to answer all of my random questions at no cost and no obligation to either of us. If assistance is needed, I would continue to recommend his firm to both locals and non locals.

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perm_identityBrett Levander

Extremely knowledgeable and professional. Chris promptly responded to my request and provided great advice. Highly recommended!

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perm_identitySteve

Chris and his team are great! I recently switched CPAs and was lucky to find Chris. My tax situation and become more complex over the years with my wife, kids, Airbnbs, and a small business. Chris has put together detailed strategies to help me mitigate taxes, resulting in finally getting a refund from the IRS. This hasn't happen to me in years. He is super knowledgeable and clearly answers any questions I have. My previous accountant was unreachable during tax season but Chris always answers my calls and voicemails very promptly. Highly recommend Chris to anyone that has complexities with their taxes.

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perm_identityMore 64 Store

Chris was extremely helpful. He's very knowledgeable and wad able to help me understand my current situation with intelligence and clarity. Thank you again for everything.

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perm_identityCarlos Xavier Moreno

Chris is quick to respond with a wealth of knowledge and provided very sound advice! So appreciated!!! Highly recommend

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perm_identityO Valentine

Chris is always professional, responds to all our questions, concerns in a timely manner. Chris let us know that switching to an S-CORP would be far more advantageous for our business, and he executed the documents associated with this change. Excellent and responsive tax preparation. Would highly recommend for all your accounting needs.

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perm_identityNikki Elmore

ANYONE LOOKING FOR THE BEST CPA, SEARCH NO FURTHER! I was searching for someone to help me with my taxes. I was in a situation that I was in need of a professional. I searched online, even called a couple places who didn't respond and then I ran across Chris whalen. Not only did he respond but he answered the phone on the first call immediately. He answered every question. He reassured me and made me feel extremely comfortable. He is TOP NOTCH! If anyone out there wants THE BEST CPA, he's the guy!! He is awesome and a true professional and his staff is wonderful as well! I can say I am truly blessed to have him as my forever CPA! Thank you Chris Whalen!!

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perm_identityM Widder

For a (REAL) change.....he answers his phone immediately.....knows its you on the phone...provides clear concise opinions and ideas....AND knows what he is talking about!! This world could use more Chris'!!

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perm_identityAmie Reifenstein

We could not be happier with Chris’s work! His expertise and clear communication helped alleviate our worries over filing taxes as an out of state travel nurse. He guided us through that tax season and made valuable recommendations on how we could improve the next year’s return. We implemented those suggestions and are very satisfied with the results.

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perm_identityTony Cusanelli

Best CPA in NJ hands down.

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perm_identityTyler Albrecht

Within the first 10 minutes of sitting down in Chris’ office I had learned more than in the past 4 years with my old accountant. My wife and I have several rental properties, among other financial vehicles, and a relatively complex income stream. Chris knew and provided advice for all of them in an incredibly impressive manner. Anyone that doesn’t feel 100% confident in their current accountant, or anyone just simply looking to see if anything better is out there, would benefit immensely from just having a conversation with Chris (which costs nothing but 10 minutes of your time that you won’t regret). Highly recommend.

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perm_identityKN

Good guy , explain everything over the phone very easy to talk to.

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perm_identityChris Ally

Chris was very polite and informative. He is a very astute accountant and a wealth of knowledge. Highly recommended.

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perm_identityKathleen Steakin

I had a fantastic experience with Chris, CPA! He got me into his office quickly, was incredibly understanding, thorough, kind, and truly attentive to my situation. I felt heard and supported every step of the way. Highly recommend!

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perm_identityAlejandro Franco

I highly recommend Chris CPA for anyone seeking expert accounting services, especially in the complex world of cryptocurrency. His deep knowledge of crypto accounting is truly impressive, navigating tax regulations, blockchain transactions, and reporting requirements with ease. He takes the time to explain intricate concepts in a clear, understandable way, making it easy for clients to grasp their financial situation.

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perm_identityGermaine King

I was in a serious situation with my taxes and Chris Whalen, CPA, LLC took their time and make sure my taxes were done correctly, they were very professional, they even worked with me on my fees, truly a life saver, I would recommend Chris Whalen, CPA, LLC to everyone, thank you guys for all your help

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perm_identityNomahn Humayun

Very knowledgeable and helpful. Would definitely recommend!

calendar_month12 months ago
perm_identityMatt

Reached out to Chris for tax advice and immediately received help for exactly what we needed. This was after calling a dozen other accountant businesses in the area that had no answer. We hope to use Chris as a resource in the future.

calendar_month12 months ago
perm_identityFrank Cozzi

Chris Wahlen , CPA was extremely kind to me . He didn't hesitate to answer a few questions. It gives me hope that there still are professional people living on planet earth who will give you time on the phone without asking for $$.

calendar_month12 months ago
perm_identityMaria Da Silva

Knowledgeable and flexible!

calendar_month11 months ago
perm_identityTom Coffy

Chris Whalen knows what he is doing, he seems to care about the customer versus just doing the minimal possible to get by. He has helped me out tremendously.

calendar_month11 months ago
perm_identityLarry G

Avoid. Exploits people indefinitely—on rotation. He uses SEO, why do you think he has so many reviews? You Google CPA, he comes up, you call him, he rushes you and then rushes you to post a review and pay him, after 1 meeting. You never hear from him again. Putting 3 stars so the review doesn’t get flagged as spam and deleted. I spoke to this guy on the phone a few years back he fully rushed me through the free consultation and then asked me to pay him , leave a review, and rushed me. Never heard from him again. This guy pressures everyone to immediately post a review right from the start! That’s why this guy has 5 stars. Don’t be fooled.

calendar_month11 months ago
perm_identityWilliam Forlenza

Chris Whalen has always been very responsive to my needs. He provides excellent advice and professional service.

calendar_month11 months ago
perm_identityVj M

Chris helped me at a very short notice and is very knowledgeable. It was great to work with him!

calendar_month11 months ago
perm_identitySara Steinberg

I’ve been using a different accountant for years now and it led to me being put in a really confusing tax situation. After my accountant constantly blowing me off, I texted Chris for help. Within hours Chris got back to me, jumped on a call, and easily explained how he’s going to help me in my situation. He was kind, knowledgeable, and wonderful to work with. Very excited to continue using him as my accountant!

calendar_month10 months ago
perm_identityNick Mitra

Very professional and very responsive firm. Addressed all my questions quickly and professionally.

calendar_month10 months ago
perm_identityJohn O'Hara

I recently had the pleasure of working with Chris on providing payroll and time tracking services for one of his clients. Chris's expertise, accessibility, and genuine caring for his clients and their needs was evident from our first conversation to the successful completion of the project. I would recommend Chris to anyone looking for a CPA

calendar_month10 months ago
perm_identityFred Sedgh

Chris Whalen is a very knowledgeable and intelligent and very professional CPA. I had used another CPA previously and Chris is a lot more helpful and detailed.

calendar_month10 months ago
perm_identityLaura

Very knowledgeable, accessible and straightforward. Answered my questions fully.

calendar_month10 months ago
perm_identityMichael Sinclair Howard (Javablu Gourmet Coffee)

Chris's knowledge, insight and speed is aplaudable. He yields high marks in all aspects of accounting and his services have proved invaluable!!

calendar_month10 months ago
perm_identityArtie Angelo

Chris has been a pleasure to work with. He is accessible and consultative in his approach. I know I can absolutely rely on Chris.

calendar_month10 months ago
perm_identityGeorge Chant

Chris answered every question we had and provided significant background on each issue. His friendly manner put us immediately at ease. We left his office confident that we had a sound plan in place to address our goal.

calendar_month9 months ago
perm_identityleri kokilashvil

Excellent service and experience; I would recommend it.

calendar_month9 months ago
perm_identityDonna Sutherland

Chis was very helpful with having me navigate the shores of establishing an Annual Report for my NJ LLC business. He was supportive in helping me understand the process, and ensuring I was not scammed by a fake entity. Thank you Chris!

calendar_month9 months ago
perm_identityIago Sauan

Chris Whalen was incredibly helpful with my capital gains and tax return. He took the time to explain everything clearly and made sure I understood all my options. His expertise and professionalism made the whole process smooth and stress-free. I really appreciated how responsive and detail-oriented he was — it’s rare to find someone who truly cares about getting you the best outcome. Highly recommend Chris to anyone who needs reliable tax and financial guidance. He made a complicated process simple and efficient.

calendar_month9 months ago
perm_identityLouis Fanzini

Chris and team provided accurate and timely service for us. We needed help right away and Chris was able to work through and solve our issues and prepare our tax return accurately. We could not have done it without Chris Whalen, CPA.

calendar_month9 months ago
perm_identityCarlos Abreu

Incredible atmosphere and very fast effective service. Team members are always available and deadlines met 100% of the time.

calendar_month8 months ago
perm_identityLori

I had some questions concerning my retirement and taxes- Chris Whalen explained and answered them quickly, and sent a follow up message. I would recommend Chris Whalen- very knowledgeable and top notch!

calendar_month8 months ago
perm_identityBrian Gay

Chris is extremely knowledgeable, thorough and competent. He provides consistent and excellent service. I am happy to recommend him.

calendar_month8 months ago
perm_identityMargo Cianchetta

I had some basic questions regarding tax law for an estate as an executor, and he talked me through everything with no prepayment required. Highly recommend

calendar_month7 months ago
perm_identityAlma

Chris Whalen, CPA, assisted me with much respect! He was extremely effective in helping me to understand the law as it pertains to my situation. He was NEVER condescending or arrogant - he more than respected me as a lay person and allowed me to express my views in a timely manner. Lastly, he made sure I was aware that I could reach out to him at anytime! I strongly recommend Chris, if you are looking for exceptional CPA services!

calendar_month6 months ago
perm_identityMike

Very helpful with helping me find the information I needed, would recommend

calendar_month6 months ago
perm_identitySage Sage

I needed some tax advice for an IRS notice I received. I searched Google and Chris' name popped up. It was the evening but showed he was open. I gave him a call and he was extremely helpful navigating the documents I needed to send into the IRS as a response. And he did this all at no charge! When I need an accountant for anything Chris will be the accountant that I hire.

calendar_month6 months ago
perm_identityMAY Cam

I called Chris in a pinch, I needed solid accounting advice in a time crunch. Chris is a genuine stand up guy with a ton of knowledge. He provided a great service, highly recommend! He has been in the business for a long time and it shows.

calendar_month6 months ago
perm_identityDavid Gavi

I had a question about moving from out of state, Chris directed me and answered. Appreciate the help Chris!

calendar_month6 months ago
perm_identityElle River

Chris was super helpful and had all the answers to my questions. He's also incredibly kind to speak to and very easy to reach (you can even text him!) I absolutely recommend him as a CPA!

calendar_month5 months ago
perm_identityMichael D Jacobson

Chris Whalen may have a great personality and hilarious jokes, but his thousands of 5 star reviews are no joke. Was in need of an expert CPA to handle our business taxes right smack dab in the middle of tax season and Chris welcomed us with open arms without skipping a beat. From the very get-go, Chris went above and beyond with his communication and always making sure we were in the loop of things and understood his thorough process and system. He was incredibly receptive to our needs and exemplified superb listening skills. He makes you feel heard and works with you. I'm surprised our tax forms didn't catch fire when he handed them to us with how fast he moves. He moves quick, but diligent and detailed. It's rare when you look up Best CPA in New Jersey and your expectations are exceeded. Great guy and great professional all around. Highly recommend! 5/5

calendar_month5 months ago
perm_identityBrian Ogden

Chris was beyond helpful, engaging, speedy and thorough in all of the work he did for our LLC. From the moment we met him,we knew we were in good hands and he exceeded all of our expectations in working with a CPA. We will be doing all of our accounting through Chris Whalen and his team and will be recommending him to all of our friends and family.

calendar_month5 months ago
perm_identitymerreid18

We had been shopping endlessly for help with our taxes and after many dead ends we found Chris, who was not only a breath of fresh air, but he made us feel like VIP. He was non-stop on top of things and it felt like he was part of the team. We couldn’t be happier and will never go anywhere else! If I could give more than 5 stars I would!

calendar_month4 months ago
perm_identityPun Ransi

very friendly

calendar_month4 months ago
perm_identityKaryn Sochacki

2025 Update: My husband and I are back with Chris for a second time. We are out of state- we found the portal was easy to use, and our taxes were completed quickly (about 4 weeks). We couldn’t be happier with our tax return! This is a very professional office!! We missed not seeing Chris in person this year. 2024:Chris is an extremely knowledgeable professional. He is easy to talk to (he is very funny) and is always easy to contact. Chris provides answers immediately. We feel that we are in very good hands with Chris.

calendar_month4 months ago
perm_identityShivam Kaushik

this guy is a rockstar. Chris helped set up my s corp llc and he's always on top of everything. very responsive and always willing to help. 10/10

calendar_month4 months ago
perm_identityWendy Holsey

Chris Whalen was very informative and helpful.

calendar_month4 months ago
perm_identityAndrew Poggi

This year my wife and decided to change our account for various reasons. We had poor results year over year with no explanations or anyone knowledgeable or who would meet with us directly to discuss our taxes. I called Chris he snapped up the phone and he talked to me about my situation, he met with my wife and I and explained what we were doing incorrectly and right. Chris is amazing and he is completely engaged and available! I highly recommend Chris Whalen as he sets a high bar in service, caring , and results.

calendar_month4 months ago
perm_identityAndrew Poggi

Chris Whalen made my first time filing taxes very easy! I’m very thankful.

calendar_month4 months ago
perm_identityDenise C

Chris Whalen is such a straight up honest accountant. He gave my son the best advice for his startup business, while sacrificing money he could have made for himself.

calendar_month4 months ago
perm_identityShannon Poggi

Chris was a fantastic help for a first-time tax filer and made the process a breeze!

calendar_month4 months ago
perm_identityDebra Zeeklamberson

I have known Chris since kindergarten and I can tell you he is honest, caring, compassionate with people in need. He also is an amazing person to know, he is the real deal of what a persons needs are and his professional skills will display his humanity, because honestly it’s hard to find anyone who actually tells you and takes the time to help you individually and personally! He has been a true and amazing person since I’ve known him and we were both 5 years old. As friends throughout life we lost contact because our lives what we made them. Even though we lost temporary connection we never stopped being friends and to know him now I’m sincerely so proud of the boy that was so honest and sweet turned out so amazingly successful, it just goes to show some people never lose their true self! I’ve known Chris for 55 years so I’m sure when I say he’s the real thing I would know. I do reviews for all businesses and I look forward to seeing my old friend once again after loss of contact it’ll be a good surprise of reunion! Many people change and that’s what is expected but when good qualities stay with them, trust me they are worthy and will move the world to make you feel you’re taken care of. ********** Ten stars!!

calendar_month3 months ago
perm_identityKhrystyna S.

I had a really good experience working with this CPA. He made the whole tax process feel simple and stress-free, which I really appreciated. Everything was handled professionally and on time, and I felt confident that my taxes were done right! I’d definitely recommend him to anyone looking for someone reliable and easy to work with!!!

calendar_month3 months ago
perm_identityKristen Marangi

Chris graciously gave us information and advice, even when he knew we did not need his services. We really appreciated his kindness and will use him in the future if the occasion arises. Thank you Chris!

calendar_month2 months ago
perm_identityRushit Sharma

Chris Whalen has been amazing throughout the entire process of dissolving our LLC. What could have been a stressful situation felt much easier because he was there every step of the way, always responsive, patient, and genuinely willing to help. He took the time to guide us through everything clearly and made sure nothing was missed. You can tell he truly cares about his clients and wants the best for them. Really grateful for all of his help and support during this process. Highly recommend Chris to anyone looking for a trustworthy and reliable CPA.

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month2 months ago
perm_identityRicha Dwivedi

MyAtlantic CPA truly stands out for their professionalism, fast response, and attention to detail. If you are looking for trusted Tax Preparation Florida and Small Business Bookkeeping Florida services, this team is highly recommended for reliable accounting support and a smooth experience from start to finish.

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityGarry

I got referred via one of my friend. My experience was good, and the tax was filled quickly in a couple of days. The charges are pretty decent as compared what other popular platforms charge. Overall am convinced.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month2 months ago
perm_identityPrem Raja Singh Chellackan

I had an excellent experience working with MyAtlantic CPA. The entire team was highly professional, supportive, and attentive throughout the complete process. A special thanks to Mr. Himanshu, who was always available over the phone whenever I had questions or needed clarification. His patience, guidance, and prompt responses made the entire experience smooth and stress-free. I would also like to appreciate Mr. Shirish and Mrs. Namratha Shirish for their outstanding cooperation and dedication. They carefully handled all the calculations, documentation, filing procedures, and every important detail from start to finish. From the initial process until handing over the final IRS filing copies, they took care of everything with great responsibility and professionalism. Their teamwork, transparency, and commitment to customer satisfaction truly stand out. I am very satisfied with their service and strongly recommend MyAtlantic CPA to anyone looking for reliable and trustworthy accounting and tax professionals. Excellent work by the entire team!

calendar_month2 months ago
perm_identityKush Jani

I had a great experience working with MyAtlantic CPA. Their team is professional, knowledgeable, and extremely responsive throughout the entire process. They took the time to explain everything clearly and made tax and accounting matters very easy to understand. I truly appreciated their attention to detail, honesty, and dedication to helping clients. Highly recommend MyAtlantic CPA to anyone looking for reliable and trustworthy accounting services!

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month2 months ago
perm_identityWil RockQ

Kavita and the folks at ProRata did a fantastic job for me and my family. Kavita's careful work led to dramatic savings for all of us, and she has the best manner and professionalism. I highly recommend Prorata to anyone needing top-notch CPAs.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month2 months ago
perm_identityAmit Kumar

I consulted Raman for tax advice recently and found him to be very polite and knowledgeable. His guidance was extremely helpful and even helped me save on my state income tax.

calendar_month4 months ago
perm_identityMehulkumar Patel

Ankita Amin is proving book keeping and tax related services for last 3 years and she has been really helpful. She provides really good suggestions as per legal requirements she provides response for any query on time. I would definitely recommend her for any Bookkeeping and tax related sevices.

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month2 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month2 months ago
perm_identityPrashant Bhardwaj

I consulted ManageMyTaxes about new business setup when dealing with a foreign entity. They clearly explained what complexities are involved w.r.t taxes and compliance on the US side when dealing with foreign entities or subsidiaries. They also provided good advice and references about setting up of merchant services within the US. Regarding foreign subsidiary or partnership, they advised to get in touch with a tax or legal expert on the foreign side because the local laws and compliance applicable in another country would require local expertise.

calendar_month2 months ago
perm_identityPallav Savaliya

Thank you very much for your time and for the kind, polite guidance you provided regarding my tax questions. As someone new to this process, I truly appreciate the clear direction and consideration you showed me. Best regards, Pallav Savaliya

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityGomathi S

We've been with GoalSeek for a couple of years now - They are highly professional, knowledgeable about the latest tax laws, and always respond to questions in a timely manner. They ensured our returns are filed accurately and on time.

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month3 months ago
perm_identityA A

We have been using Mr Jagdish Shah's services for filing our taxes for the last four years. Mr Shah is very knowledgeable, professional, trustworthy and extremely courteous. He saves us significant money on our taxes every year. Communication with him is also always very easy and prompt. Highly recommend Virtual Accounting for any tax related advice or guidance! Two thumbs up!

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month3 months ago
perm_identityPrincal Patel

Great experience with quick steps

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month3 months ago
perm_identityValeria Cappucci

I was very pleased with Prorata Accounting and Consulting. I was looking for a new tax accountant as mine had retired. The last two years I had used other accountants but found they were charging exorbitant prices. Others that were recommended to me were already at capacity. When I called Prorata Accounting and Consulting, Ms. Gupta, CPA answered my phone call, explained about her company, how to electronically submit my documents and what to expect. I found the process easy. She also provided an estimate of the cost which was very reasonable. Being that this was the first year doing my taxes, she reached out with various questions to ensure that my information and deductions were accurate. It was evident that she understands taxes. When all the information was finalized, she scheduled a time to meet to discuss my return and she answered every question I had. I could not be more pleased. I would highly recommend Prorata Accounting and Consulting.

calendar_month3 months ago
perm_identityJay Sethi

My taxes were prepared for the year 2024 and I received the best tax preparation so far. I had full access all the time and answer to all my questions, fantastic advice, great service and availability for discussions and the tax preparation was done in a very professional manner. I worked with other CPAs earlier and they were no matches compared to the service, price and the quality of service.

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityPrem Gohil

Got my taxes done with GoalSeek. Quick, smooth, and very professional service. Highly recommend!

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month3 months ago
perm_identityAnanya Agarwal

Good experience, overall! Professional and Responsive team.

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month3 months ago
perm_identityElumalai Velusamy

Good Service Good People Best Value

calendar_month3 months ago
perm_identityT.Paramasivam

They guide us how to do the tax estimation and how to save, excellent

calendar_month3 months ago
perm_identityMuthu Bala

We had excellent tax filing service from Natraj.

calendar_month3 months ago
perm_identitySuresh Eyunni

Awesome service and care. Strongly recommend

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month3 months ago
perm_identityPrakash Navare

Quick responses to any query. Fully knowledgable staff. Good analysis and advice on the current market situation. Overall in good hands for growing portfolio.

calendar_month3 months ago
perm_identityShashank Venkat

Being new to the US, I was looking for guidance on financial planning and wealth management. The team at Eagle Harbor Advisors was extremely helpful. They patiently walked us through options and built a strategy tailored to our needs. I credit them for helping coordinate between my wife and my account. Their personalized approach and responsiveness really stood out. Highly recommend.

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityTurbanators Kings

Inderpreet provided expert help for my Long Island construction business with multi-state payroll taxes. Thanks for your help.

calendar_month3 months ago
perm_identitySanpreet Kaur

Highly recommending. Mr. Singh is intelligent, professional and more over knowlegeable.

calendar_month3 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month3 months ago
perm_identityArjun Suresh

Very nice service by Hardik and his team! Was available to talk whenever I had doubts.

calendar_month3 months ago
perm_identitySanika Gaykar

Hardik handled the individual tax planning for me in 2025 & I returned back to get his services in 2026. He handles the filing with attention to detail & gets confirmation from the clients before going ahead. I highly recommend his services and the charges are reasonable.

calendar_month3 months ago
perm_identityRitwik Vaidya

I've been filing taxes with Hardik for the past 3 years now. The process is hassle free and easy. They meet their promised turn around time.

calendar_month3 months ago
perm_identityRohan Rameshchandra Sawant

MyAtlanticCPA were on time with their services and kept me posted with all the updates. In summary, they did a great job. I am very happy.

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month3 months ago
perm_identityPrabhu Lakshmanan

Highly recommended for income tax filing

calendar_month3 months ago
perm_identityAnkit Arora

Its always been pleasure working with Nataraj, he filed taxes for me and great at his work

calendar_month3 months ago
perm_identitySreenivasa Rao Kota

Very friendly. Give response very quickly and complete the job as per the timeline. I am using Accounts serve services from the past 10 years.

calendar_month3 months ago
perm_identityPratik Patel

Very professional, Great knowledge, expertise and experience in Tax Return filing.

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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perm_identityRobi Hans

5.0 1 review They are very knowledgeable and I highly recommend their expert service.I will be back next year!

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perm_identityBalwant Singh

They r experienced and friendly I highly recommend my friends

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perm_identityA P

The tax advisor was professional. Took time to clear up all our questions and filed the returns and ITIN form the same day. He was available over the call the next day to clear our follow up questions too. Overall a positive experience.

calendar_month
perm_identityAhvan Shokri

Gill is very knowledgeable, helpful and caring. He is so quick in responding back when you text him. Very reliable accountant!

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perm_identityPeggy

Gill is an extremely knowledgeable, kind and caring tax advisor. He always makes time for us and promptly responds to any urgent matters or inquiries we have; even on the weekend! He goes above and beyond to help his clients and protect their privacy. IMPRESSSIVE. Moving forward, he is going to be our accountant. We highly recommend him!

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perm_identityPratik Shah

Mr Daljeet Gill is one of the best accounting professional I have ever met. He just not act as a CPA but he ensures that his client has got all required information in addition to addressing all queries. He is a sound professional with kind and client focused approach. I would recommend him and his services for sure.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month4 months ago
perm_identitySimran Patel

Amazing service! Super helpful, patient, and easy to work with. Made tax season so much less stressful. Thank you!

calendar_month3 months ago
perm_identitySai Anurag Pichika

I had an exceptional experience working with Mr. Hardik from Dattani & Partners for my tax filing this year. His professionalism, expertise, and attention to detail made the entire process seamless and stress-free. He took the time to understand my unique financial situation and patiently answered all my questions. I highly recommend Dattani & Partners for anyone seeking reliable tax services.

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month4 months ago
perm_identityTriza Williams

Quick and fast service thank you so much Natraj

calendar_month4 months ago
perm_identityPalaksha P N

Excellent tax filing service! The process was smooth and quick

calendar_month
perm_identityjack airee

Professionals??

calendar_month3 months ago
perm_identityTrevin Alvarez (Cambelljose)

I’ve been using Goalseek Shared Services for 2 years now, super easy and straightforward every time. They’re quick to respond and even reviewed my prior return this year to make sure nothing was missed. Highly recommend.

calendar_month3 months ago
perm_identityAftab Mithwani

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

calendar_month4 months ago
perm_identityAkshai G

Filing my taxes with personalized support from Chetan and his wonderful team was an absolute breeze. Their services are very professional while providing valuable and methodical insights for someone who needs it. I would highly recommend MMT Inc's services.

calendar_month4 months ago
perm_identityPrashant Gundawar

It was a pleasure speaking with Mr. Chetan, and I look forward to working with him soon.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month4 months ago
perm_identityRamesh

I was having trouble doing my taxes and contacted Kavita at Prorata accounting and was absolutely delighted with her straight forward explanation of the process and put me at ease that my taxes will be done professionally and I felt I could really trust her and she did not disappoint. Many, many thanks you Kavita.

calendar_month4 months ago
perm_identityW

Girish is a wonderful advisor, took time to explain every question I had when it came to my future and retirement. My parents also decided to use Girish and they’re very happy

calendar_month4 months ago
perm_identityRonald Hall

We am very pleased with Eagle Harbor Advisors. Girish, Joe and Andy are an amazing team. I trust their expertise with all aspect. All of the staff is great and very knowledgeable and professional. Highly recommend them.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month4 months ago
perm_identityMaulik Shah

I’ve been filing taxes with them since 3 years, and have never faced any issues. My questions are answered on time.

calendar_month4 months ago
perm_identityJinal shah

great service!

calendar_month4 months ago
perm_identityPooja Sahney

Hardik was super patient and understanding of my tax situation and helped me navigate the process without stress. Would definitely recommend his services.

calendar_month4 months ago
perm_identityNishanth Krishna

Great and quick action! I would recommend 100%

calendar_month4 months ago
perm_identityParth Patel

Great services. They answer all your questions promptly. I highly recommend their services.

calendar_month4 months ago
perm_identityIstiak Ahmed

Very supportive and secured

calendar_month4 months ago
perm_identityShruti Iyengar

Amazing and fast service.

calendar_month4 months ago
perm_identityShlok Patel

I had a great experience working with this firm. Hardik handled my tax filing, and the entire process was smooth and stress-free. He was professional, responsive, and very knowledgeable. He explained everything clearly, answered all my questions, and made sure I understood each step. I felt confident and everything was done accurately and on time. What stood out most was his attention to detail and willingness to go the extra mile. It is clear he cares about his clients and takes his work seriously. I highly recommend them

calendar_month4 months ago
perm_identityShishu Raj

Great experience working with Hardik - knowledgeable, responsive, and very helpful throughout. Highly recommend him for anyone looking for reliable tax filing assistance.

calendar_month4 months ago
perm_identityPratyush Nayan

Highly recommended

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityAlok Sengupta

Timely & hassle free!!

calendar_month4 months ago
perm_identityNima Patel

Have been doing our taxes with account serv for few years, love their services, very friendly staff, and always on time.

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityKevin Jain

Only CA and CPA that we could identify in tri-state area to help us with our Indian and US tax needs. Pooja offers a comprehensive and concierge accounting service and is available whenever we need her. Would highly recommend.

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perm_identityHumaira Sardar

I had a very good experience while filing my tax returns. I felt really comfortable with Puja discussing everything and she is very professional and addressed all my questions and concerns properly

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perm_identitySanjay S

Ive been using Goel CPA for my taxation needs. They provide an excellent experience with detailed guidance when needed. They are also well versed with treatment of revenue occurring in other countries.

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perm_identityManish Gupta

I've been using Goel CPA for my taxation needs since they started firm. Pooja has an excellent experience with detailed guidance.I felt really comfortable with Puja discussing everything, and she is very professional and addressed all my questions and concerns properly.I had a very good experience while filing my tax returns.

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perm_identityGaurav Gupta

Pooja Goel from Goel CPA is very helpful and a talented CPA, ,she have had helping me to maximize returns and save more, she gives ample time to ask your questions be it Tesla credit or dollars.highly recommend her.

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perm_identityMichelle Cuff

I had a wonderful experience. It was quick and easy. I recommend them!

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perm_identitySalim Zaigouche

Great service, smooth communication. As a French citizen working in NYC, their advises were very valuable. Highly recommend

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perm_identityManasi Agrawal

We had a great experience working with Pooja. She is very knowledgeable about FBAR and SDOP filing requirements. In addition to that, she also did a great job with our regular tax return filing this year. We found her to be attentive, meticulous, and prompt! Highly recommend Pooja for any tax related matters!

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perm_identitySuneet Shah

We have been working with Goel CPA for over a year. In addition to helping us with our taxes, she has been very responsive in answering questions that we have and providing guidance where appropriate. Our experience in working with Pooja has been dramatically different than other firms that we have worked with in the past and we look forward to continuing our relationship with Goel CPA.

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perm_identityAvinash A.

Working with Pooja has been an absolute pleasure. She is incredibly knowledgeable and have helped me navigate the complexities of tax law with ease. I would highly recommend Pooja to anyone looking for a reliable and trustworthy CPA.

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perm_identitySlaim

Exceptional communication and services! Handling taxes in both France and the US was made seamless with Pooja's wonderful assistance. Always available for support. Highly recommended!

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perm_identityTeufel Hund

Pooja stands out not merely for her proficiency and efficiency in her role as a Certified Public Accountant, but also for her remarkable compassion and readiness to offer guidance. Her approachability and willingness to elucidate complex tax matters for those who may find them perplexing are truly commendable. Additionally, her meticulous attention to detail, coupled with the ease with which she can be contacted—be it through email or phone—further amplifies her professionalism. It is these sterling qualities that assure she will retain my patronage for many years to come. I've never personally met her as I reside in Western NY and she is based in New Jersey. That's how much faith and trust I have in her abilities! As a top 10% reviewer / contributor for Google Maps I can assure you, you can't get any better than Pooja as your CPA! She's solid gold!

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perm_identityAnkit Goyal

Highly Recommended!

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perm_identityShiv Panda

Pooja and her team have been helping me file my US tax returns over the past 5 years now without any hassles. Pooja is very knowledgeable about the US tax laws and extremely professional in her approach. She takes out time to explain one’s tax situation and ensures one gets the best professional tax advice, everytime! I highly recommend Pooja for tax consultation, advice and end to end help with tax filing. Thank you Pooja!

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perm_identityVivek Vasanth

good & reliable service

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month4 months ago
perm_identityAbhinav Garg

Very responsive and responsible. I have been filing my taxes through Hardik from the past 3 years. No complaints. Highly recommend!!

calendar_month4 months ago
perm_identityNemil Panchamia

Very straightforward process with Hardik for filing my taxes. Answers all the questions and concerns with a quick turnaround.

calendar_month4 months ago
perm_identityVidit Bharodiya

Great Service

calendar_month4 months ago
perm_identityShivam Shetty

Dattani and Partners, CPA are extremely responsive and highly professional. Their entire process for filing both Federal and State tax returns is smooth, efficient, and very easy to follow. They make what can be a stressful task feel simple and hassle-free.

calendar_month4 months ago
perm_identityShreeja Nanda

Always a timely experience with tax filling under Hardik’s supervision. Would recommend their services to everyone!

calendar_month4 months ago
perm_identityshirish jani

Great service , Fast response.Informative session with Himanshu CPA

calendar_month4 months ago
perm_identityEswar

Great service. Himanshu is a friendly CPA who assists with every step of the tax filing process.

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month4 months ago
perm_identityArul Murugan

Natraj provided exceptional support and explained complex tax concepts in a simple, easy-to-understand way. His knowledge and patience made the tax filing process smooth and stress-free. He was always available to answer questions and provided timely updates. Highly recommend! 5/5 stars

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityYohaan Satpathy

I had a great time using this service. Very quick and convenient!

calendar_month4 months ago
perm_identityHardy Patel

amazing service

calendar_month4 months ago
perm_identityJustin Zaccairo

Bhaven is a highly experienced and knowledgable tax professional that is an absolute pleasure to work with. I appreciate his kindness and patience. Could not recommend his services enough!!!

calendar_month4 months ago
perm_identitySuresh Eyunni

Great Service

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityJohn Kiwiz

Exceptional work, and some of the smartest people in finance. I know i'm in good hands.

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perm_identitySilver Wings

I have been around the bases of Financial Advisors. Few have been known to be worthy of trust as most are just buy and hold shills with minimum abilities and experience in the real world of investing. I have known Glen Turner for going on 20 years. He represents the essence of professionalism in the field of finance advisor. He is separate from the herd! His goal is to safeguard your holdings and invest where the odds are high. I admit that I trust him as an honored friend but the simple fact is he knows what he is doing. I have learned the hard way that very few FAs do know what they are doing! One other real issue: An advisory service credibility starts with who answers the phone. At EHA Denise Mulligan answers the phone....and everything else. She will be your initial guide for all things considered. You will feel rightfully assured when speaking to her. Captain DG Aders -AAL

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perm_identityLarry Davis

Extremely pleased in Eagle Harbor Advisors in their guidance and direction in investing my Retirement Funds. Very personable and informative while caring for my personal financial planning. Highly recommend this team of professionals, especially in protecting your wealth in these uncharted financial times.

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perm_identityRolando Riccio

Amazing people, extremely knowledgeable and always thinking about what's best for the client

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perm_identityKarishma Atkisson

A wonderful experience! In such a volatile market and economic environment, it's great to know that there are advisors out there with your best interests at heart!

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perm_identityMarleny Fuentes

Glen, Andrew and their team at Eagle Harbor Advisors do a wonderful job of helping their clients define, meet and exceed their goals. They are a great advisor group to work with, knowledgeable and personal. Thank you for such outstanding team and work!

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perm_identityAlexander Meister

Cannot say enough good things about Glen and the Eagle Harbor Advisors team. They truly look after you and your future and keep you informed every step of the way with client meetings and consultations. After meeting with them and seeing what they had to offer I transferred my retirement accounts over to them and have had positive growth ever since. The best thing about Eagle Harbor Advisors aside from their knowledge and expertise is how they keep the clients informed about strategy and goals.

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perm_identityKim Sherwood

It has been my absolute pleasure and privilege to work with Andy and his team at Eagle Harbor Advisors. I have the utmost gratitude for their wisdom and guidance in with our financial future! Not only have they been able to ensure the BEST plan for our financial future with our upcoming retirement, but they always shine brightly through their knowledge in ensuring we make the “right” moves with this unpredictable market. There are just too many things to list, but knowing that we have an expert in our corner who provides the personal touch and attention to details is enough for us. I would HIGHLY recommend them to anyone who is seeking the right team in their corner for their financial future!!!

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perm_identityJames Bradley

I personally know the owner and have great regard for him and his team. Professional in every way, you can expect to be kept informed of the status of your investments. Financial safety is always number one with a focus on preservation. He is trustworthy. You will feel confident in placing your future with him and his team! I fully recommend his firm. Thank you

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perm_identityAlex Kushelevskiy

Andy and his team are the most incredible partners in planning my future and prosperity. Most trustworthy group in South Florida!

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perm_identityMore Dylan

Andy and his team has helped me out tremendously. I really appreciate his help and can’t wait to see what we are able to achieve in the future. I would 100% recommend to anyone!

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perm_identitykenneth jacobstein

Eagle Harbor has been fantastic the advise has proven to be very worthy and helpful

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perm_identityLauren Turner

We've been working with Andy for several years. He and the team are extremely knowledgable, friendly and great at explaining complex financial analyses in layman's terms. Highly recommend!

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perm_identityyuvraj dashmesh

Their expertise, transparency, and personalized approach gave me confidence and peace of mind. Highly recommend their services for anyone looking to make informed financial decisions.

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perm_identityEric Patalano

This place looks out for your future! Highly recommend!

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perm_identityMax Mosquera

Their personable services, knowledgeable advisors, and professionalism helped me build a financial plan for my future.

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perm_identityCarmen Lucia Drinkwater

I’m pleased to recommend Glen and his associates at Eagle Harbor Advisors. What really distinguishes them is their ability to relate to me in such a personal way……all for the specific purpose of understanding my future financial goals, priorities, and needs. They have created a plan that will enable me to live my life ahead with confidence in my yearly income. This is a relief that allows me to make my spending choices with comfort rather than concern. Not only are they managing my money in a secure way, but they are giving me a full understanding of my opportunities to live my life fully, without concern, as well as within my means! I can’t thank you enough. You all deserve my appreciation!

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perm_identityTerry Ray

We recently transferred our financial planning to Eagle Harbor Advisors. We were very disappointed in the big house management strategies and customer service. Eagle Harbor Advisors are highly credentialed and certified across the board. The individualized financial management we received has now made us more comfortable and secure. This group truly provides financial advice keeping in mind the whole picture. We highly recommend Eagle Harbor Advisors if your desire is for personalized attention to your finances.

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perm_identityCameron Howe

The Eagle Harbor team has been very methodical with our investment selection process and constantly keep me in the loop on developments.

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perm_identityMark Stein

The advisors at Eagle Harbor are true professionals. They listen to clients and work hard to help you achieve your financial goals. The approach they take is long term and highly strategic and the planning tools they provide are excellent. I cannot recommend this group of financial advisors highly enough.

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perm_identityLarry Edwards

Awesome team of strong financial professionals. Very serious about asset protection while growing my portfolio intelligently. They used in depth analysis of my current holdings, made wise recommendations for modifications and had great ideas for additional investment alternatives. Not your typical “financial advisors” who use cookie cutter templates on every client like we’re all the same. These are smart financial professionals employing their skills to protect my assets and create wealth. Exactly what I was looking for!

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perm_identityJudy Frost

I am very pleased with Eagle Harbor Advisors. Girish Navare has always taken very good care of me and I trust his expertise. All of the staff I have met have been very friendly, knowledgeable and professional. I am grateful to be associated with Eagle Harbor Advisors.

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perm_identitySandi Zapasnik

Excellent at creating and implementing my personal financial plan. Fiscally responsible with the highest integrity. Definitely recommend this firm.

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perm_identitySarada Rose

Girish (G) is very professional & responsive. I highly recommend Eagle Harbor Advisors!

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perm_identityPrakash Navare

Quick responses to any query. Fully knowledgable staff. Good analysis and advice on the current market situation. Overall in good hands for growing portfolio.

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perm_identityJohn Roche

Every team member from the advisors, investment manager, and staff provide world class service and solutions. They set the standard in financial services.

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perm_identityIan Selvaraj

Excellent experience learning so much!

calendar_month12 months ago
perm_identitysookie alipour

i've been with Eagle from the start. i followed one of their parners who has been managing my IRA for 20 years plus and very happy with the service!!

calendar_month11 months ago
perm_identityJohn Silling

I have been with Eagle Harbor Advisors for several years and cannot be happier. After my farther passed away I was left with multiple accounts across many different financial companies. I sat my mother down and said we have too consolidate all of these separate accounts (and the sales of her house) into something that I/we could manage as we were moving her into an independent living apartment since she could not live alone. Probably one of the best decisions I made and selecting Eagle Harbor Advisors made the process as seamless as possible. She was able to live out the remainder of her life without financial worry.  I was so pleased with EHA that my wife and I consolidated our investments and finances with EHA. It's great to sleep knowing that my assets are being managed and growing as my wife and I settle into retirement.

calendar_month10 months ago
perm_identityDeborah Wilkins

Tremendous service and always there for us.

calendar_month8 months ago
perm_identityJoe Cannon

Welcoming, knowledgeable, and offered effective solutions to solve my specific situation. The advisors and support staff were nothing short of excellent.

calendar_month4 months ago
perm_identityJohn McGuire

Glen and Joe are wonderful to work with and offer unique alternative investments to earn upside returns and mitigate against downside risk.

calendar_month4 months ago
perm_identityMarcy Lokietz

Amazing people and service. We are so happy to have Eagle Harbor in our life!

calendar_month4 months ago
perm_identityDeinse Scarpacci

Finally found a team who actually listens. Eagle Harbor walked me through everything without making me feel like I needed a finance degree. My retirement plan actually makes sense now. Huge weight off my shoulders.

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perm_identityShin Hannarong

I reached out to them via email, but I have yet to receive a reply.

calendar_month4 months ago
perm_identitySweta Patel

Bhaven is always very helpful with all my questions and concerns. He files my raves in timely manner

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perm_identityHarsimran SINGH

His very nice ????

calendar_month4 months ago
perm_identityVincent Chou

I've been working with Shamsher and the team since 2020, and I can't recommend them highly enough. Shamsher has been incredibly helpful over the years, patiently answering all my questions especially around capital gains and providing smart, proactive tax planning advice. Thanks to their guidance, I've saved a significant amount of money on taxes that I almost certainly would have overpaid without their expertise. The service feels genuinely personalized, which sets them apart from other CPAs I've tried in the area. It's not just about filing returns, they really take the time to understand your situation and plan ahead. What stands out most is the level of support. I've even reached out late at night with urgent questions, and Shamsher has always responded quickly and helped me sort things out. That kind of availability and dedication is rare. If you're looking for a knowledgeable, responsive, and client-focused firm, I would definitely choose them over others in the area. Highly recommended!

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month4 months ago
perm_identityRahul Sheregar

I got done with my tax returns very quickly.

calendar_month4 months ago
perm_identityKSP Nam

Hardik and Deep made the whole tax filing process simple and stress free. They walked me through every part of the return, explained things clearly, and made sure I was comfortable before filing. Super easy to work with and very professional. Really appreciate their support. Highly recommend.

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month5 months ago
perm_identityManav Barua

Natraj is very knowledgeable, always helping, approachable, filing taxes was a breeze since he took care of everything. Highly recommended.

calendar_month4 months ago
perm_identityabdul azeem

I filed my taxes with EasyTaxFiler, and I’m very satisfied with the service. The staff was knowledgeable and answered all my questions clearly. They made the entire process simple and stress-free. I received my refund quickly, and their fees were reasonable for the quality of service provided. I will definitely use them again next year.

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perm_identityjack airee

Professionals??

calendar_month4 months ago
perm_identityPatel Jaimin

Bhavnesh Bhai he is nice person and staff also nice everything can explain in detail such good service!

calendar_month4 months ago
perm_identityLDV

New to Phlliy, I needed a good tax person bc I am not familiar with the PA guidelines. Bhaven was super easy to work with, took his time and explained everything to me along the way. Very patient and also reviewed prior years return to see if there were missed opportunities during that filing. He made the process easy and was super knowledgeable. I am actually now looking forward to next years vs always feeling on edge, lastly, reasonably priced as well. Highly recommend.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month4 months ago
perm_identitynitasha mittal

Kavita is amazing to work with. She made the tax filing so easy for us and she personally took care of everything. We recommend her to everyone.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityjack airee

Professionals??

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityjack airee

Professionals??

calendar_month5 months ago
perm_identityAnil Kumar Tallam

fast and affordable and friendly service

calendar_month5 months ago
perm_identityJagbir Phogat

My return filing with Accounts Serve was flawless and very professional. Mr. Bhaven Shah is very competent and knowledgeable and guided me well during the whole process. I recommend him for all tax related isses.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month5 months ago
perm_identityIan Gaheen

Amazing service, very well read in any problems or questions regarding taxes. Straight to the point in helping me resolve my issue.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityjack airee

Professionals??

calendar_month5 months ago
perm_identityAfsheen Lakhani

Great service! The whole process was smooth, clear, and much easier than I expected. Everything was handled professionally and on time. Really happy with the experience.

calendar_month5 months ago
perm_identityZubair Mithwani

I had a great experience working with this tax office. Everyone was professional, approachable, and clearly knowledgeable. They made the process easy to understand and handled everything efficiently, which took a lot of stress off my shoulders. I felt well looked after from start to finish and would happily recommend their services.

calendar_month5 months ago
perm_identitysabbas

Fast, reliable, and professional service. Highly recommend this tax office!

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityBarbara Lewis

No one likes to do taxes, but Jonathan takes the pain and stress out of it... not only with his EXTENSIVE knowledge of our tax system but with his easy manner and funny sense of humor! We walk in with a frown and back out with a smile.

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perm_identityMary S

This year having our taxes done, was not so great, Couldn't get appt with Johnthan, Which was disappointing, but we got Tony who was very nice, He told us to come back on Monday-to sign the papers, since we had our taxes done on a Saturday, and no one was working in the office that day. When we called, they informed us they sent it out in the mail, we asked why, since we were told we would get a call to come in a take care of it. We came in, and sign our signatures and we thought it was taken care of. Usually we get a e- mail within 24 hrs saying it was accepted from Fed,and State, No email. I called the office on Tuesday and when I explained the situation the young guy that had us sign on Monday he looked and sure enough he forgot to SUBMIT it to the IRS. I'm very disappointed- it seems if Johnthan is not there -things are not up to level you become accustom to. Will have to see and keep my fingers crossed that all will work out.

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perm_identityZ-Best Maintenance & Cleaning

Very reliable firm for business accounting. We have been with them for more than 10 years.

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perm_identityKevin Slavin

Helped us with some complicated and difficult nonsense — powerfully knowledgeable and endlessly helpful. Very grateful for their help.

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perm_identityWilliam Mahoney

Been going since they had Long Island tax in east meadow. Although now retired and just get short forms, it’s worth price. If EVER in trouble or problem they got you on top priority. Silly to go anywhere else. I go from Levittown. William J Mahoney

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityjack airee

Professionals??

calendar_month6 months ago
perm_identityAlexander Gonzalez

Although I did not file my taxes with this company, I found that the accountant gave me substantial advice as to my tax problem. I will keep him in mind come the following year.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month6 months ago
perm_identityAtishay Jand

It didn't feel like I was talking to Hardik for the first time. That's the level of comfort Hardik brings to the table with an equal amount of professionalism and wealth of knowledge. He genuinely cares and advices you well and not just about making money through you. Thanks Hardik!

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perm_identityS K

I have been using MMT's services remotely for the past 4 years for filing my taxes. Their service has always been quick and thorough. They are also quick with their turn around in case you have questions or concerns.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month6 months ago
perm_identityAakash

We approached Mudra Wealth to better understand long-term life insurance options that would extend beyond the typical 20–30 year term, as well as to get guidance aligned with our broader financial goals. From our very first interaction, Birju Thakkar took the time to truly understand our current financial situation, future aspirations, and risk comfort. Birju patiently walked us through various options, explained the pros and cons in a clear and practical way, and helped us make informed decisions without any pressure. Based on our needs, he guided us in acquiring two Indexed Universal Life insurance policies that provide both long-term protection and potential growth, which gave us confidence that we were building a more resilient financial foundation. Beyond life insurance, Birju has also been a valuable resource in guiding us on other financial products and strategies for retirement planning. His approach is thoughtful, thorough, and personalized — he focuses on education and long-term planning rather than quick solutions. We especially appreciated his responsiveness, transparency, and willingness to answer all our questions, no matter how small. Overall, working with Birju and Mudra Wealth has been a very positive experience. We feel more confident about our financial roadmap and grateful to have an advisor who genuinely cares about our long-term well-being. We would highly recommend Birju Thakkar and Mudra Wealth to anyone looking for knowledgeable, trustworthy, and cl

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityjack airee

Professionals??

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identityHarsimran SINGH

His very nice ????

calendar_month6 months ago
perm_identityAdnan Yonathan

We had a great experience working with this firm. They made the tax filing process easy and stress-free, always quick to respond and clear with explanations. Everything was handled on time. Highly recommend them.

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perm_identityjack airee

Professionals??

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityUtsav Shah

The best in the game ????

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identitySonia Bowler

Have used this excellent tax preparation service for rmany years. very professional and responsive to client needs.

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perm_identityHarsimran SINGH

His very nice ????

calendar_month6 months ago
perm_identityVijay Garg

My experience of Raman Abrol, CPA is excellent. I have been their client for the last 5 years. I have found him and his staff to be very professional and prompt. Important, they have taken every call I have made and responded promptly with a good solution. My recent expeience of dealing with Sheetal from his office for a house property sale in India is nothing short of amazing. Sheetal responded to my calls from India promptly and dealt with my questions/issues wonderfully. She is a great asset to the Raman's Team. I would greatly recommend Raman to everyone! Vijay Garg

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perm_identityWillie Johnson

It help with taxes it helps with mailing phone call all over the world it's nice peoe that really care

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perm_identityArt Gonzalez

Very Good Service

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perm_identitySam Mirza

Nothing but the highest of compliments for Mr. Irfan and the entire Tax Magic team. Very responsive, communicative, insightful, and knowledgeable in all areas of Taxes. I was first introduced to Mr. Irfan through a family friend, and have not looked back ever since. I initially used them for simple bookkeeping, but have since switched over for all my accounting and tax needs. If you want a team of professionals who really know what they're talking about, who truly care about your finances, and most importantly - ones who are responsive - look no further than Tax Magic. I would like to thank Mr. Irfan and the entire Tax Magic team for their great work with my business needs.

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perm_identityChris Langley

I would highly recommendThese guys are the best very friendlyTake all the stress out

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perm_identitykhosraow faiz

Rick Was very helpful. I appreciate his efforts

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perm_identityUsama Pantech

Recommend

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perm_identityJuan Berrios

Good jobs.

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perm_identityKazuya Morita

I researched for many tax preparer offices in the bay area before, and according to the Yelp review I decided to contact Tax Magic of Hayward. My decision was right and the previous Yelp reviews of others are correct. Irfan and his associates are all great people who want to help others. Fees are very reasonable too and service they provide was beyond expectation. I thought I had a complicated tax report, but Irfan made it easier for me.

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perm_identityHeena Kaushik

Nice and prompt service

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perm_identityJono Stevens

Highly recommend Tax Magic. Efficient and seamless experience each year I worked with them, friendly and welcoming business. Thank you!

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perm_identityShakir Awan

I have TaxMagic as my accounting and Tax agent for over 10 years. I feel so relaxed with prompt and professional service. Always recommend themm.

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perm_identityJeremy G.

I rarely leave reviews for services, but I must commend Irfan, my accountant, for his outstanding expertise and professionalism. His responses are swift and precise, making the whole experience exceptionally reliable. Irfan’s humor and ability to consistently provide sound advice have made me trust and appreciate his services deeply. I highly recommend his accounting services to everyone. Truly remarkable work!

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perm_identitySyed Maudood

They are Profesional in there work.

calendar_month7 months ago
perm_identityUdit

I recently used GoalSeek Shared Services for my US tax filings for 2024, as well as some bookkeeping support for my small business, and I couldn’t be more impressed! From the very first consultation, their team was incredibly professional, knowledgeable, and responsive. The accountants assigned to my account were highly qualified (a mix of CAs and CPAs), and they made what is usually a stressful tax season completely smooth and hassle-free. They answered every question promptly—no matter how detailed or minor—and provided clear, personalized guidance every step of the way. Their attention to detail ensured everything was accurate, and I felt confident knowing my financial data was secure with their strong emphasis on data protection and private servers. What really stands out is the value for money—they delivered top-quality service at affordable rates, saving me both time and money compared to local options. GoalSeek truly feels like a reliable partner that grows with your business needs. If you’re looking for expert accounting, taxation, payroll, or financial consulting services, especially for US clients, I highly recommend GoalSeek Shared Services Pvt Ltd. They’re a 5-star team in every way! Thank you for the outstanding support.

calendar_month6 months ago
perm_identityNexa Customs

Great experience with GoalSeek Shared Services Pvt Ltd. Anima Jain was extremely prompt and professional in handling my LLC filings and ensured everything was completed smoothly and on time. Her efficiency helped me save a good amount of money. I’ll definitely be working with them again for future compliance and filings.

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perm_identityArsalan Zafar

Ali Kazim was amazing.

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perm_identitySiva Rupesh Sivada

I recently filed my tax return with Easy tax filer. The service is really good. I got the needed information in a timely manner and got some tax saving tips. It is economical and cost effective. I am looking forward to avail other services available and know more info on these services with easy tax filer. Thank You for all the help EasyTax filer.

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calendar_month10 months ago
perm_identityKingsuk Mukherjee

Mr. Nikhil Mahajan and his firm NSKT Global helps me in managing taxation liabilities in both US and India efficiently and seamlessly for my investment portfolios. They are knowledgeable, meticulous, thorough and very prompt in addressing the real need of the taxation in each use case and provide their crisp analysis and professional guidance. I am very much satisfied with their service and impressed the way they provide collaborative partnership in handling my needs. Having back offices in US and India positions them uniquely dealing with taxation authorities on both the countries. If anyone needs expert help and guidance in handling their taxation related matters, you can definitely try them out. Kudos and all the best to Nikhil and team NSKT Global!

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calendar_month10 months ago
perm_identityRukma and Puli Jacob

NSKT GLOBALdid my taxes for 2024, in spite of having IRA withdrawals with their knowledge I paid no IRS taxes. Now also I entrusted THEM to do my taxes both in India and USA since I sold my house in India. They are efficient and knowledgeable and can be trusted. J. P.

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perm_identityCA Seema Vanwari

A truly good firm with experts who provide excellent services and complete assignment on timely basis. Entertained all the queries speedily and gave us valuable advice which is really helpful. Most recommended firm!

calendar_month7 months ago
perm_identityGeorge Dawli

Hardik recently helped me navigate my business's needs with ease. He and his coworker Jyoti helped me and understood the urgency in my project and were able to deliver expediently. They were both available and attentive. I would highly recommend Dattani & Partners.

calendar_month10 months ago
perm_identityRajesh Pendyala

I really appreciate how Padma took the time to understand my needs and recommend the best options. They didn’t just sell me a policy—they made sure I understood what I was getting and how it would protect me. Very professional and caring service. Thank You So Very Much...

calendar_month9 months ago
perm_identityShanti P

We had a policy with Goodlife financial services. Very good service, especially Padma Raghu was very professional, helpful and prompt . She was so patient in detailing the options that helped us pick the right choice. Would strongly recommend them.

calendar_month7 months ago
perm_identityMukkul Jayhne

Extremely helpful and they have a plethora of resources to help understand how to lock down on some great opportunities for investments and secure your future. Giving the highest recommendations to anyone seeking their services.

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perm_identityMith Dutt

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityfly high

Neelam who works at this company is truly outstanding, stupendously awesome, extremely committed and loyal. She delivers impeccable service she has been helping me for the past many years to file my taxes and she gets the things done. She constantly engaged with the federal government to resolve my issues. I truly appreciate her dedication and hardwork I suggest management to increase her pay and promote her to next level.

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perm_identityBurgeon Software

Very thorough & detail oriented. Highly recommended!

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perm_identityRich McLaughlin

Bhaven's group was always responsive and accommodating!

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perm_identityDaniel Amon

Absolutely the Bet service ever, highly recommended

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perm_identitySukumar bhuma

Very nice and customer satisfied tax filer

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perm_identityAvtar Singh

Happy with the services provided.

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perm_identityAmit Kayastha

Very punctual and straight forward service. I am using them since last 5 yrs and happy with them.

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perm_identityDhaval Shah

Very detailed oriented and always gives quick response.

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perm_identityPraveen Aruldoss

I have been filing taxes with Accounts Serve since 5 years now, thorough professionals. I am based out in CT, even if its an itemized filing they make it so easy for you with limited follow-ups and understanding your need on the first meeting. Not one glitch so far!!! Absolutely will recommend Accounts Serve for your accounting/tax needs

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perm_identityShravan Kumar

Response excellent

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perm_identityDeepak Dixit

Using Bhaven for Tax Services since many years, great service. Appreciate his help in filling my returns.

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perm_identityPratik Patel

Very professional, Great knowledge, expertise and experience in Tax Return filing.

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perm_identityRamesh Attinti

I know Bhaven through one of my friends last 5 years, since i am using his services to file my tax returns. He answers very politely whatever the questions you have regarding the taxes. Moreover he is available to talk any time over phone. He files the tax returns very fast and efficient manor. I highly recommond to use his services to file tax returns.

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perm_identityOmar Ghanim

Bhaven has been doing my taxes for years now. I only go to him for my tax questions/filings because he's thorough and reasonably priced. I appreciate his hard work. Thank you for all that you do!

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perm_identityAnand Venkataraman

Have used Bhaven for the last 6 years and have only praises for the experience. Highly recommend for simple and complex filling situations

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perm_identityKeyuri Patel

I've been going to Accounts Serve since 2012. Bhaven Shah is very fast and accurate to do tax filling, always helpful and always best tax planner. . Highly recommended.

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perm_identitySRIRAM SESHAGIRI

Awesome always. I have been filing with Bhaven since the last 4 years and, it has been very good and, memorable experience. Very reasonably priced as well and, not like H&R Block / Turbo Tax and, other consultants who are exorbitant and, unreasonable.

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perm_identityAdi Patel

I come from NJ every year to get have my taxes done by Accountsserve. I highly recommend Accountsserve, wonderful people and very professional and knowledgeable. They guide you with correct financial decisions and take the time to help you and educate you. I have been using them since 2005. I have referred many of my friends to Accountsserve, and everyone has been very happy with his services. Because of my work nature, I find it hard to go see him during regular business hours, but he has been so kind to take me in during late evenings, which is another plus point for busy people like me. If you are filling your taxes return I would strongly recommend them.

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perm_identityDr. Kanu Patel

Excellent service. I am his client since 2018. No complain at all. He find out the mistake done by other big name accountant , he filed tax for Philadelphia even I was living in Bensalem and I got 4000 $ back because of him. Thank You.

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perm_identitySohaib Sultan

Bhavan Shah is an exceptional accountant, very meticulous and efficient. He does his work with integrity and excellence. And you can't beat his very reasonable prices!

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perm_identitySeema Vachhani

Awesome service and Bhaven is very helpful and kind person...I have wonderful experience with them always...keep it up...

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perm_identityE N

Bhaven does everything he can to provide great service. Knowledgeable, Efficient and courteous. Thanks again!

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perm_identityrajesh patel

I have used services from Bhaven Shah of AccountsServe for 12 years now. Very straight forward professoinal service. I definitely recommend him for your accounting and tax services needs.

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perm_identityBRIJESH PATEL

Bhaven is a really great person. He is very spontaneous. I like his work and definitely recommend to anyone.

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perm_identityVijayaraghava Reddy

I have been filing taxes with Account Serv for many years and satisfied with my returns.

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perm_identityJay

Bhaven completed our taxes in a very thorough and timely manner. All we had to do was supply him the documents he requested and fill out a few forms, and it was as easy as that! I would recommend him and Accounts Serve to anyone in need of trustworthy and reliable tax/accounting services.

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perm_identityKhooshbu Patel

great service Bhaven is friendly and fast turn around!

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perm_identityIbad Khalid

I have been using them since 2006 and hands down the best tax service out there. They will answer all your questions and stay with you till the end. I have recommended dozens of people to them and everyone is happy with their service. Reasonable rates and quick service.

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perm_identityV. Patel

I used their services for my individual tax return for more than 5 years. Every time they delivered the same good quality service in highly professional manner. Highly recommended!!

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perm_identityVb P

I have been filing my tax returns with Bhaven shah since 2008. I have good experience with his service. He is very helpful.

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perm_identityAkshar Patel

Accounts Serve is an excellent accounting firm, who is owned by Bhaven Shah. He is an excellent advisor, and is always finishing tax returns on time.

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perm_identityRadhika Kekade

Tax filing is done online and refund is quick.

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perm_identityaswanth vaidiswaran

Awesome consultant, trustable with reasonable pricing. Bhaven is great in following up and works with email as well. He responds quickly during busy season as well.

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perm_identityjay patel

Having great experience working with Account Serve Highly recommended!!!

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perm_identityMuhammad Shahnawaz

Great Service , Very Professional . 5/5 Stars .

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perm_identityManan Manan

I am very much pleased to share my experience with Account Serve LLC owned by Bhaven Shah. Bhaven is very attention to detail, professional, knowledgeable and very prompt in responses. Bhaven has a thorough and deep knowledge in the matter of all types of taxes for Federal,states and local counties. In previous years, I was moved from different counties . Bhaven took time to gather all my details and minute information and he made sure to calculate and file my taxes appropriately and accurately. In the history of my past several years of experiences with tax filing, I had taken services from big/famous names companies, however I did never get proper service and satisfaction in the matter of my tax filing from other Tax firms. After experiencing with Bhaven Shah's great quality of work, professionalism and responsiveness, I would always prefer to file my taxes with Bhaven Shah every year. I would strongly recommend all who are looking for great quality, value,professionalism and responsiveness. Bhaven Shah's Tax service is Best in Class for all time !!

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perm_identityDonald Rrokaj

Very knowledgeable and an expert in the complex world of TAX RETURN

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perm_identityforam desai

Very professional. Great service and quick response. Highly Recommended.

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perm_identityPriyanka Desai

Very helpful and explains everything in detail . Have been filing my taxes for the past 15 years with him . Thank you !!

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perm_identityDilip Patel

Really good Services.

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perm_identityChandraShekar Suryapet

Quality of the service is good. Highly Recommended.

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perm_identityJimika Mehta

Bhaven is extremely qualified and knowledgeable. He takes the time to answer any questions and provide any tax guidance when necessary.

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perm_identityJiten Mehta

I have been filing with Bhaven for the last five years. He is very knowledgeable and professional. Would definitely recommend him to family and friends.

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perm_identityVidala Srinivas

Bhaven is extremely good at doing his job right. He is friendly and understanding. He tells the client what they need to do before coming to him so we know what is expected of us before hand. Once we get to him he takes his time to explain everything to us and he is very patient with helping us. I highly recommend going to him. I have been going to him for the past 9 years and I will continue to go to him because I trust him.

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perm_identityAarna Mortgage

Bhaven Shah is very knowledgable about business and personal US tax returns. Always very timely reply for all your concerns. Has been doing my personal and business tax returns now for 13 years.

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perm_identityPramod Kekade

Bhaven prepares taxes well. He does e-filing which is fast. For the past five years, I have been filing with him.

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perm_identitymohana vamsi nuli

they are providing all the details like which documents to be submitted for tax filing and also very good response when ever we are calling.

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perm_identityYogita Patel

Great and prompt service.

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perm_identitySRINIVAS V

Account Serve LLC is a great accounting service in the town. Bhaven has thorough knowledge of all types of taxes.

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perm_identityViraj Desai

Very helpful and professional. We have been with Bhaven bhai for many years now.

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perm_identitySatish Patel

Excellent knowledge, adviser, expertise in both business and individual tax returns and also reasonable fees. Quick response upon question ask via phone conversation without costly appointment. Good luck for future endeavors.

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perm_identityAnuraag Agarwal

Fantastic experience with Bhaven! Tax filing was super smooth and hassle-free.

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perm_identityParth PATEL

Timely and professional services.

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perm_identitypooja khokhawat

Highly Recommended! Very professional and knowledgeable. The service is very good too.

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perm_identityRajesh Kalidoss

I got excellent support from Bhaven D. Shah, E.A., I received immediate response from him. I appreciate his service, all the best

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perm_identityRamesh Katam

great service with immense knowledge

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perm_identityJK

Very professional, Doing my tax return for more than 10 years. Great knowledge, expertise and experience in Tax Return filing.

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perm_identityHal

Accurate and hassle free service. Consistent, courteous, and always helpful.

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perm_identityNishant Patel28

Bhavin Bhai is awesome person he helped us file for our tax return we went first time so from now on we will always be coming here with bhavin bhai

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perm_identityRoshni Shah

Bhaven is very professional, experienced and knowledgeable. He gives full attention with all his services and answers all questions until we are satisfied!

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perm_identityBash Prokop

Excellent tax preparation by Bhaven, I am very grateful with his transparency, the ease of using the Accounts Serve website, and receiving the tax credit. Affordable and great return.

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perm_identityAndrew Kimball

Saved me major headaches, very professional, appreciate the quick and attentive service

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perm_identitySreenivasa Rao Kota

Very friendly. Give response very quickly and complete the job as per the timeline. I am using Accounts serve services from the past 10 years.

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perm_identityCamila Cat

The accountant is very knowledgeable and professional. I received help with registering my business. Very glad with the service. Thank You.

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perm_identityAnil Kumar Tallam

fast and affordable and friendly service

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perm_identityjohanna micarelli

We are looking forward to work with Bhaven. He is extremely knowledgeable and fast to respond. So happy we found him.

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perm_identityYogi Patidar

I recently had the pleasure of using the Bhaven Shah, BEST ACCOUNT, and I must say, it exceeded all my expectations. From start to finish, the service was seamless, efficient, and highly professional. The account itself is incredibly user-friendly, offering all the features I needed and more. Transactions are smooth, and the interface is intuitive, making everything hassle-free. Customer service is another highlight—they are always responsive, knowledgeable, and eager to assist with any inquiries. If you're looking for reliability, efficiency, and top-tier service, I highly recommend Bhaven Shah BEST ACCOUNT. It’s truly a game-changer!

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perm_identityVikramaditya Thakur

Use Mr. Bhaven Shah's for all your tax filing requirements. His work is thorough and accurate, his rates are very reasonable and he's very prompt with his responses to any query.

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perm_identitySweta Patel

Bhaven is always very helpful with all my questions and concerns.

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perm_identityChhavi Bansal

Top-notch accounting services with great communication and expertise. A trusted partner for all financial needs.

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perm_identityJignesh Patel

The team is professional in preparing your tax returns and they answer your questions and concerns in a timely manner.

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perm_identitydoddamahal

Excellent service with timely tax filings

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perm_identityMaulik Sanghvi

Amazing service. I would recommend accounts serve for all your tax and account needs

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perm_identitySuresh Eyunni

Awesome service.

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perm_identityDalia Madbouly

Very good I trust them doing my taxes for over 20 years highly recommend

calendar_month11 months ago
perm_identityKevin Boyce

Best overall experience we have ever had with a tax professional. From educating the clients to amazing communication, Bhaven is an absolute pleasure to work with. He is patient and answers all questions around taxes. As a new young entrepreneur he makes you feel okay to not know everything in the tax world and takes pride in teaching as he works with you. Do not look any further there is no need to search for any other tax expert BHAVEN and his team are the right ones for the job. So grateful to have them as a new addition to our small business journey.

calendar_month10 months ago
perm_identityM J

I highly recommend Mr. Bhaven at Accounts Serve. He handles my business bookkeeping, payroll services, business tax returns, and personal taxes with complete professionalism, honesty, and care. Always on time, very knowledgeable, and extremely reliable. Truly one of the best accountants I’ve ever worked with!

calendar_month9 months ago
perm_identityNeha Malik

I have had a great experience with Accounts Serve. They are very knowledgeable in the space and prompt. I would recommend using their services!

calendar_month7 months ago
perm_identityYogesh Patel

Best and prompt service and very Knowledgeable.

calendar_month6 months ago
perm_identityAkhil Kumar

I have been availing AccountsServe services since last 3 years and they are awesome and hassle-free. Easy to reach out for any query and doubt. Happy to have like AccountsServe

calendar_month7 months ago
perm_identityCA. Yogesh Shah

I appreciate the staff coordination and great professional service. I was fully satisfied with my tax return preparation and tax planning.

calendar_month7 months ago
perm_identityNick Shah

Very nice, and punctual service all time.

calendar_month7 months ago
perm_identityPraveen Kumrah

Very professional and a knowledgeable team. Always available to answer my questions . Thank you

calendar_month7 months ago
perm_identityArindam Chakraborty

Raman Abrol & Sheetal have done tax returns for me & my wife for the last few years very professionally and were always prompt with their advise and answering our queries.

calendar_month7 months ago
perm_identitymaria mark

All my family members and myself have been using Raman Abrol’s firm CPA since my boss helped me find a genuine, detail oriented and knowledgeable accountant, nevertheless very caring and always available, even if I have a question on a Sunday evening, he would always promptly get back to me, because I am not just a customer, but treated us like family. All my family members are happy with him and all his awesome team!

calendar_month7 months ago
perm_identityRaj Shankar

I have been going to the offices of Raman Abrol CPA, for my tax planning and tax returns for more than a decade. Their work is very thorough. There has been no follow up or inquiries from IRS or State. Raman himself goes over the returns with you and gives all the time to answer and explain. I certainly recommend him for your tax needs.

calendar_month7 months ago
perm_identityJay Panchal

I’m literally 3rd customer of this business since year 1998. For 28 yrs Raman and team has done fabulous job for personal, business tax returns.

calendar_month6 months ago
perm_identityVilas Sarangdhar

Great service !

calendar_month6 months ago
perm_identitySharan Woods

Have been a client of the firm for many years. Now I live in Delaware, and they have continued to provide me with my tax returns and answers to my tax questions. Great company!

calendar_month6 months ago
perm_identityAdileh Rodin

Mr Raman Abrol & his team of accountants provide an outstanding experience from start to finish. The team is professional, efficient, and they genuinely care about their clients. They go above and beyond to ensure everything is handled correctly and on time. I always feel supported throughout the entire process and confident that my finances are in expert hands. This firm sets the standard for excellence in accounting services.

calendar_month6 months ago
perm_identityYash Khanna

The BEST financial firm in my 50 years of working with others. A ROLE-MODEL company to deal with. Best wishes for their continued successes

calendar_month6 months ago
perm_identityMildred Dhirmalani

I’ve worked with Raman and his team for over 20 years, and their service has been consistently outstanding. They are attentive, professional, and always responsive to my questions and needs. Raman’s expertise and reliability have given me complete confidence year after year. I truly value the long-term relationship and highly recommend Raman and his team to anyone looking for a dependable and knowledgeable accountant.

calendar_month6 months ago
perm_identityPrashant Juneja

Raman & team is very professional. Amazing response time & always ready to help & resolve matters. Great assets & support for us.

calendar_month11 months ago
perm_identityNejiba Mustafa

Prorata Accounting made the whole process so smooth. The team was responsive, knowledgeable, and really easy to work with. They explained things clearly and helped me feel confident that everything was done right. I appreciate their professionalism and personal touch. I’ll be using their services again for sure!

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perm_identityTim C

Good Service. Been filing taxes with Arun for three years now. I would give five stars easily if waiting time could improve. Apart from that fully recommended.

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perm_identityJagjot Singh

My file was really messed up because of my last accountant but arun really helped me through the whole process and fixing up my taxes with all the right measurers!! If u want good returns he is the one to go with out any second thought.

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perm_identityGajendar Singh

Arun I pro ( Arun) provides the best services in the whole GTA, I have been filing my taxes with Arun since 2016, he is excellent at his work and most importantly he knows what he is doing. Arun has always been professional, reliable and always works with full integrity. Lately unprofessional accountants around the city have been spreading fake rumours about Arun’s service so, please ignore such fake rumours and I recommend Arun ’s services to everyone.

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perm_identitySujeevan Kuberalingam

I am an international student and had may question and zero understanding about taxation . Arun helped me so much in explaining about the government regulations and made sure i get my tax return. I recommend Arun tax ,very efficient and professional.

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perm_identityRamanpreet Singh Arora

Have been getting my taxes done through Arun from last 9 years. Always had a wonderful Experience. He always provides information on where to invest in order to get maximum returns. Have called him many times , year around to ask for advise and Arun was there to help without hesitation every time.

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perm_identityArtem Bilotserkovsky

All of the guys who are complaining need to be a little bit patient. Yes, there are huge lines and you can wait up to 5-7 hours, even you booked an appointment. However, look at perspective of what you are getting back. Arun is a professional. He knows his work, he is always helpful and giving great advices even after tax filing. For me personally, it is so important to know that I have a accountant in Toronto whom I can call and get back a real and professional advice. I can recommend Arun iTax Pro to anyone who is looking for professional accountant in Ontario.

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perm_identityNerses Der Nerses

I'm a returning customer for 8 years now. From my personal experience I can say these guys are very knowledgeable at what they do.

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perm_identitySam Phoenix

Long time 7 yrs client with Arun. Thorough professional. Never had a issue. Jovial person. good sense of humour. Thank you for a swift taxing service and convenient timing.

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perm_identityharkiranjot kaur

Arun has great Experience and Knowledge ...he is always there to help in any scenario. ????

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perm_identityMitali Sharma

Had a very knowledgeable experience while filling the tax.

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perm_identitysiraj shah

The right person to go visit and get your taxes done from. Wait times are really high but worth it if your provide the information he needs to get you the best returns.

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perm_identityammy sandhu

Excellent customer service .I recommend to everyone to apply tax from Arun . He is very knowledgeable & helpul for tax filing .

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perm_identityHelen Cornejo

He’s been doing my tax for 11 years now and it’s great no issues at all, he’s been helping me very well Thanks Arun for your service and continue doing it good job!!

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perm_identityDinesh Chimmani

File taxes here. It’s worth it.

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perm_identityRavinder Pal

Excellent service !!

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perm_identityyonus popal

He is so smart that I never seen as that guy before.

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perm_identitySohail Daudani

Best tax consultant in Ontario, Arun has years of experience and very professional in approach. I recommend him for your tax needs.

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perm_identityMithil Saini

Been taxing from him for the last 5 years. Allways Excellent service and very friendly nature.

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perm_identityNikhilesh Vyas

It is one of the best tax pro. Its worth waiting for long time for the best services in toronto. I will suggest everyone to ask for his help.

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perm_identityG R

best tax agent

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perm_identityIb Syed

Very nice person. Do very good taxes for you. I am coming at his place from 7 years. Have never let me down. ????????????

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perm_identityVishnu Sasidharan

Mr. Arun is best for what he does !!!

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perm_identityHao Bui

Friendly and fast service =))))

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perm_identitygibin vettukattil

great service

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perm_identityMR

Great professional services. Helped me greatly with finansial and business advices.

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perm_identityparampuneet4141 singh

great place to file your tax...but the bad part of this person is long wait.....overall,he is the best person in gta to file your tax

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perm_identitySunil Verma

Professional service

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perm_identityPavan Kanes

I have been filing taxes with Arun for the last 10 years. I HIGHLY redommend to eveyone.

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perm_identityTuhina Barat

Arun filed my taxes really well. In 2017, I got my taxes filed from a different place and was refunded 75.85 cents in all. I did not recieve any 'welcome to Canada' or any return from my tution fee. So this year when I went to Arun, he refiled everything and I got back all my return as I was supposed to earlier! Thanks a lot to Arunipro!

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perm_identityImran Fakhri

Very helpful and knowledgeable. Thank you for your advise and help with tax refund !

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perm_identityVishw Patel

I have been consulting him from 2014 and I am getting good results with fact numbers. He gives good advice and always helpful. ??

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perm_identityHarman Hundal

Excellent service

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perm_identitySimranjeet Singh

Great person

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perm_identityJaskaranpreet Singh Tiwana

I meet Arun with the reference of my friend and this was my second time I file a tax before i went to a wrong place but he solved every thing. Arun help me alot he fixed my previous tax as well . Arun helped me getting more money then i expected , so I recommend everyone to visit Arun for file the tax and you will get return of tax in higher amount.

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perm_identityMidhun Mathews

Good service. Great work.Fixed all the issues and nice work.

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perm_identitygagan panesar

Great tax return and service provided, Arun knows his work perfectly.

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perm_identityAditi

Excellent services by Arun ... he really gelps to get a good return and responds very quickly to all the concerns for taxation :)

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perm_identityRidhi

I was recommended here by my sister who has been doing filing with Arun since last 5 years. Expert and fast service.

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perm_identityKhaled Mohammed

Great work

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perm_identityJuJu

Wait is a bit long but believe me It is worth the wait. I will definitely be coming back next year and I recommend you give Arun a visit if you haven't already.

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perm_identityKaterina Ivanova

I've been going to Arun for 7 years now and he's always very helpful, knowledgeable and will always make sure you get the best return possible!! He will work with you and take time to review your situation, as well as give you great advice. Thank you Arun!!

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perm_identityshiva reddy

Great service ******

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perm_identitycharanpreet singh

He is a wonderful person and it’s always great experience with him.

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perm_identityRandhir Singh

It's a 10 star service. Saving lot of bucks of ur hard earned money

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perm_identitySunny Cloudy (Sunny)

Great experience with Arun. He helps to save your hard earned money with his 12-year experience & knowledge of filing tax returns for his clients. Moreover, you can file your returns for all Canadian Provinces via Phone & email. According to my experience and refund I have received, highly recommend to self -employed ( Uber, Lyft, SkipTheDishes, insta Cart all those gig jobs) and international students. Thank you.

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perm_identityGagan Multani

ArunItax, is a one stop for your all tax and immigration need. Highly recommended.

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perm_identityJustine Varghese

Highly recommend this place for tax failing Nice people Great service

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perm_identityAshneet Kaur

Arun itax is really professional and highly flexible with our schedule appointment. He is very friendly, polite and great customer service experience ever. ????

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perm_identitySharath Gangireddy

Highly Recommend, Very good in what he does and responds Back Quickly as well.

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perm_identitysantosh gaddam

Excellent tax filing for every individual, either it's personal tax or business person. Year long advice and service is provided for tax queries.

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perm_identityMikhail sorte

I have been coming here for the last 3 years and got the best returns. Even though he is a bit expensive its worth it because he is extremely professional and good at his job. Obviously the wait times are extremely long during tax season because people are ready to wait and get the best returns.

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perm_identitydgeana

I am doing taxes with Arun for 7 years. I tried some other accountants but Arun is the best. It explains very good what he is doing and he always help me get the right tax return. Thank you Arun.

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perm_identityJulia Moschetti

Arun is very professional, amazing service. Spends time with you to get you the best refund.

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perm_identityPushkar Saitwal

Arun always does great job in filing taxes. he always gave good refund.

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perm_identityHarkuwardeep Singh Sandhu

Very helpful guy. Know what to do. He is very professional. I recommend to do your taxes. He will help you more than anyone else.

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perm_identityVasu Chawla

Arun is very friendly and knowledgeable and Arun has been filing my taxes from past 6 years. And I'm looking forward to seek his help in future.

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perm_identityAiswarya

Thanks for doing splendid work on my returns.

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perm_identityJude Baptiste

The best in the business

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perm_identityMariana Santiago

Arun is an excellent service provider!!! I’ve been with him for more than 5 years and he is really good! He helps you with everything you need and answers any question you might have. He is honestly the best! I have to take a long commute to get here but it’s worth every penny and every minute. I constantly recommend him to my friends because he is the great and cares about his clients. Wouldn’t change him for anyone else.

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perm_identityNisha

I have been filling taxes with Arun for last 2 years and undoubtedly he is the best !!! He is very helpful and knowledgeable. Remember to be patient and wait quite long for your turn, but after all its worth the wait. He will help, guide and answer all your queries in his style. Really happy to have found right accounting consultant and his expertise !!!

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perm_identityFiras Firas

Arun is filing my taxes since 2014. He is the best accountant. Very smart!

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perm_identityDay Sán

Mr. Aaron is very professional, however I did not like to wait for 8 hours to be attended because the people who were in control of the list passed to others who were not on the list and when almost get my turn there were around 6 boys stalking the Mr. Aaron office door to enter after the girl before me ( accordingto to the list), so my friend and I stood in front of them and clarified that it was our turn, sincerely I almost leave, I was tired of seeing people go by who was not on the list and waiting from 3:00 pm to 11:15 pm to be attended was very excessive for me, next year I will return only because of Mr. Aaron's professionalism but I hope to do not pass for other experience like this, I suggest improve the time management with the appointments.

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perm_identityAkshitha Gopal

Best of All ???? Arun your the best??

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perm_identityPraveen R

He has been a great help. Outstanding service.

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perm_identityriddhi gohel

Arun is always friendly and helps to get a good tax refund. I am filing taxes with him since past 6 years and he is always reliable and accomodating!

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perm_identityAnoop

The best place to file tax in Scarborough

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perm_identityRohit Walia

I have been filling tax with Arun for almost a decade now. He is very helpful and goes out of his way to help. He helped me setup my incorporation quickly. He is analytical and explains every single thing in detail. I would recommend him 100%.

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perm_identityHassan Reslan

Very professional. Weve been coming to him for 4 years. We drive all the way from pickering. He is very knowledgeable,thorough and friendly.

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perm_identityNishtha Gagneja

My file was a mess but he took care of. RECOMMEND IT TO ALL THE PEOPLE. If you are looking for more tax returns, he's your guy:)

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perm_identityruban jeya

Excellent and professional service, knowledgeable staff ??

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perm_identityHarjot Kaur

Arun is the best tax consultant. I am filling tax with Arun from last 3 years and he got me good tax return.i needed express notice of assessment for immigration purpose,he got me that as well. I recommend him to all people

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perm_identityanujot singh

Best service ever ..... definitely recommend..

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perm_identityNaresh Nelluri

AruniTaxiPro: excellent tax agency, Arun helped me a lot regarding my tax filling . I got NOA within hours. Thank you ??

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perm_identityAbhijeet Dusane

Best Accountant for getting maximum returns. I recommend Arun

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perm_identitytaasil

Have been filing taxes with Arun since last 5 years he has always been professional and taken care of filling everything properly. Will continue to use his services and would recommend to use his services. He will help with other financial services if you need off tax seasons he is very knowledgeable and can help you with advice to help you figure out what you need to do financially to have feel more financially secure which during these times has been hard for mostly everyone and if you would like guidance he is the go to person.

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perm_identityshafin kt

It’s been a wonderful experience with iTax ipro , Mr. Arun is a very skilled and knowledgeable tax consultant who helped me throughout the process . I highly recommend this place .

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perm_identityMel V

Arun itax ipro is a reliable and trusting service. I appreciate the fact I can file my taxes before or after the due date. I know I am at the right place. My advisor has been so helpful patient and friendly over the past years. I strongly recommend to everyone who wants their taxes done right please go see Arun itax ipro! I rate 5/5

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perm_identitySai Nath

I recommend everyone to file taxes with Arun itax. Arun is genuine, Friendly, professional and expert in filing taxes with great experience and vast knowledge.He assures our information is confidential while filing taxes with him. Itax has good helpful team. All in all people who file their taxes with arun, surely, steps out with happy faces.????

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perm_identitynam namzz

Has been doing tax with him for past 5 years. Best guy to reach out for filing tax. He ensure you get the maximum refund!??

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perm_identityRaj Kk

Good counseling. Arun always try to get a good refund for the clients. Been filing tax with Arun Suntharampillai for last 10 years.

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perm_identityNilu Maria Shaji

I have been filing tax with them for years, good experience and take care of the clients nicely.

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perm_identityvivid jackson Xavier

Good service will try to get the return maximum, overall happy with the service.

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perm_identityAllwyns Bakery

Good service

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perm_identityElla Domingo (TEM)

The best and great accountant as well as advisor?? I am a returning client after 4 years, I felt a fulfillment on his service. Thank you Arun Itax Pro! Keep it up!

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perm_identityramu pallam

one of the best tax filing centre and Mr. Arun;s service is top notch

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perm_identityTyger

We have been with Arun for 15 years now just before our children were born. He has always provided us great advice and service in filing our taxes. Making sure that our hard earned money is not wasted. He is very personable and professional at the same time and cares for his clients. We have been very happy staying with Arun for all these years.

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perm_identitysandeep duggal

I have been getting my taxes done from him since I came to Canada, its been 10 years now and counting, he makes the tax filing process effortless for you and offers great financial advice regarding any questions you have. A must try !!

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perm_identitymd irfan

I am amazed with the knowledge Arun holds in filing the taxes and gives the good tips to save the taxes. Arun is doing my taxes since last 5 year for me. Thank you, Arun

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perm_identityKanika Kanika

Its been a great experience with itax pro. Arun is really friendly and professional. I would say that he is the best accountant in Ontario.

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perm_identityJohn

Arun is a great accountant and gives excellent tax advises. He has been helping me, my family and friends with tax planning and filing taxes for years. Definitely recommend him!

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perm_identityAkhil Muppidi

Arun has a great experience in filling the tax returns and also a good knowledge in tax planning.

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perm_identityNavpreet singh

Arun is the best accountant , he will give maximum refund because he proceed your file carefully and include your all expenses , since last 2 years arun file my tax and I got maximum refund , if you guys want your hard work money is gonna come back to you at the end of the year , then visit arun . Thanks

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perm_identitykishan bhatt

He is knowledgeable and wonderful accountant. I have been filing tax with him last 4 years and I am very satisfied with his service

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perm_identitypramod kolluru

Fixed problems in my previous years of tax-filing and saved me from over paying the taxes. Helps you to get the maximum refund and provides suggestions on future savings methods like RRSP and others. Mr. Arun i am very thankful for all you have done.

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perm_identityshaik samiullah

He is an expert and very understanding I would recommend arun he is a pro. Thank you arun

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perm_identityPreetham Reddy

Best service with maximum refund. Highly recommended!!!

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perm_identityVictoria Gyamfi-Kumanini

I have been working with Arun since 2012. He is a busy man but once you are next in his busy queue he is prompt, honest and well... If I have been a returning (tax) client since 2012 I think that speaks for itself. Not only is Arun knowledgable, honest and a diligent accountant, he is passionate about his work and actually cares about his clients. He is also extremely resourceful and through this, he is able to connect you with financial colleagues, knowledge and/or resources (depending on your needs). He did this for me when I first started working with him and the financial rep he referred me to was fantastic and I was able to exceed my financial (savings) goals with her help. Recently after filing my taxes, he emailed me a bunch of resources which he has been advising me to look into since last year. If I had more stars and a moon to give him, I would. Thank you Arun for all that you continue to do.

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perm_identityHarsha Yeluri

I had a great experience in here. It was my first tax filing at this place. I filed my taxes with Mr. Arun. Since the beginning he was very nice, very welcoming, answer all my questions and I never felt rush by him. He took the time to explain everything to me. I recommend this place and Mr. Arun for tax filing. The charges are very reasonable and service is very professional.

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perm_identitySingh Viren

Arun is relaible and the best accountant.

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perm_identityBaji Kayy

Arun is the best Tax Professional iv never known. Iv used other Tax services like H&R block and Moneymart and i have had to get my taxes redone based on the poor quality of services iv been offered, if i did not get recommended to Arun Tax Pro Services, i would have missed out on thousands of dollars i absolutely needed. Arun has changed my life multiple times for the better. Because he is so good at what he does he is very busy, its important to be understanding of this, quality takes time and that is the service i have been receiving. Arun iTax pro services has taken the steps to setup a process to make make tax management easier, and i have noticed a improvement being a return customer, to make sure its organized optimally and that Arun will always validate to confirm it was done correctly. This has helped big time especially during tax season. I would recommend this service to anyone considering it. Security and privacy is top priority.

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perm_identitynupur tanjila

Best person to reach out for filing tax. He ensure you get the maximum refund! He is a great accountant and gives excellent tax advises. I  will continue to use his services and would strongly advise others to do so.

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perm_identityVaibhav Panwar

Great experience. Arun really works on profile very deeply. He is very experienced person on tax filing.

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perm_identityMilan Vaghela

Best place for Tax file in Canada. Arun knows how to get the best for each individual. He has immense knowledge about finance & gives you the advice that will put seeds of money plant for your future. Mostly, he is very busy, but once he takes your file in hand, do not worry the rest. Go for it.

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perm_identityJaskaran Gill

Had a great experience filling taxes with Arun. Most recommended. Helped me fixed many problems in my file.

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perm_identityVinod Reddy

All I can say Arun is one of the best tax filing advocate in Canada.

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perm_identityHeather Rees

Arun is a pleasure to work with and he is highly knowledgable about any tax situation and business dealings. Arun has not only helped me to organize my personal taxes, but to also set up my own business and he guided me throughout the paperwork process. I highly recommend him!!

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perm_identityAdam Peralta

Arun is the best person to go to for tax purposes in Toronto. He has always guided me well on my financial issues and he gives great advice for how to save more money and invest for the future. He is often very busy and it’s best to go prepared to wait when seeing him, but the hours you spend on your meeting will be well worth the investment overall. Have a full belly, water and a good book to read and when you’ve finished you’ll have no worries for the rest of the year.

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perm_identitySimran Gill

Best accountant in the town to get all your tax filling needs and much more stuff. Highly recommended??????

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perm_identityRishabh Verma

got my first tax return in Canada from arun. great returns must consider!

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perm_identityMartin Varghese

Arun has been very professional and delivers on his promise of the returns.

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perm_identitySharanpreet Kaur

Thanks for being very pleasant and knowledgeable. Best place to file tax. I am really happy with the services that you provide. Very flexible and accommodating. I suggest this to everyone because you don't need to book any appointment or inperson because he did everything on call. I would suggest this place is best if you have any question regarding any kind of service related to immigration or real estate.

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perm_identityIevgen Shesteryna

Arun iTax Pro has done a proper job in a timely manner! I would definitely recommend their services to others!Thanks

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perm_identityMounika Kola

Wow… Just wow!!! Arun is a professional yet generous person who is main reason I recommend itax to my friends for tax filing. Thank you for being a such a great help!!!! I want to rate 10 if there is an option ??

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perm_identityNikunj Sanganee

Arun is one stop solution for all your tax filings. He assists in all aspects when filing your taxes. I have been filing my taxes through him since last 3 years. Have and will recommend friend's to Arun for tax filings!!!

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perm_identitySukhjinder singh Brar

Excellent service

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perm_identityHari Krishna Gudiwada

Arun is the best person to go to for tax purposes in Toronto. He has always guided me well on my financial issues and he gives great advice for how to save more money and invest for the future. when you’ve finished you’ll have no worries for the rest of the year.

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perm_identityVISHNU PRASAD

I been doing my tax returns for the last four years with Arun Sir. I would say Arun sir is the best professional for you to do the taxes, as he is excellant at his work. Apart from this, sir has vast knowledge in other things too like insurance, finance, sponsorship, spouse and parental visas and so on. So, I will definitely recommend his service to everyone.

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perm_identityLakshmikanth

Being the first time filer of income tax in Canada, I was referred to Arun by my friend. It took quite a bit of time by the time I got my tax filed for 2021 as Arun is super busy and I had to go through multiple stages before it is actually filed with CRA. Once the tax was filed, Arun mentioned - Please get back to me on any of the query from CRA and whatever suggestion you would need at any time. This just shows how thorough professional he is with a humane touch. Overall, I am more than satisfied with my first time tax filing experience with Arun and Team. Thankyou very much Arun!

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perm_identityShiva P

Great place to file taxes! Extensive knowledge

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perm_identityReji Ravindran

one of my friend referred me to Arun .very informative and helpful person .He always available to answer your questions .I always work 12 hr shifts,he always schedule me depends on my availability/day off.Also he help you to get your max tax return.

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perm_identityArun Prasad

One of the best places in Toronto to files taxes to get the maximum return.

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perm_identitySri Kanth

Best Tax Filing Services.

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perm_identityJibin Ignatious

Arun was done the tax filing for my last 3 years. He was done in a proper manner and highly recommended.

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perm_identityParminder Singh

Best accountant to get you the maximum refund. Great experience every year.

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perm_identityAnkush Anghan

I have been filing tax with Arun for 2 years now. He is one of the best in the business. I would recommand him for the best return anyone can get you from government. This is coming from personal experience. Try him out for yourself.

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perm_identityUpeksha Srilal

I have been filing tax with Arun since 2018 and have never had to worry about my tax filing, best returns and best advice with not just tax but on a range of other intellectual instructions. He also has discounted charges for returning clients. The best in the town.

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perm_identityMarissa Venerayan

highly recommend,

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perm_identitySameer Parmar

Always a pleasure working with him. Been filing taxes with him since 2012. Arun will get you the max return that is possible and will guide you with all the processes around filing them correctly and how to reply to any inquiries to your file by CRA.

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perm_identityAdarsh joshy

I would say Arun sir is the best professional for you to do the taxes, as he is excellant at his work. Apart from this, sir has vast knowledge in other things too like insurance, finance, sponsorship, spouse and parental visas and so on. So, I will definitely recommend his service to everyone.

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perm_identityRashid Abdul Rasheed

Excellent service!!! Very professional. I was referred by a friend of mine and found their assistance beyond expectations. Arun Sir and his team is very knowledgeable, responsive, and helpful. They will get you the max return that is possible and will guide you with all the processes around filing them correctly and how to reply to any inquiries to your file by CRA.I will definitely contact them for filing taxes going forward and highly recommend my friends to file tax with them.

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perm_identitymargie nandasana

Highly recommended!! Great service, Arun is very knowledgeable, would guide you in the right direction and provide constructive and helpful financial information.

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perm_identityPardeep Singh

Awesome and very Helpful CA, always shows you the accurate and perfect path.

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perm_identityBalkomal Kaur

Great service

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perm_identityAbhishek Reddy

Great Experience. Tax filing over the phone was smooth and got a great return by correcting the previous filings done by others. I recommended Arun to all my friends.

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perm_identityDariia Lazarenko

Filing with Arun 2 years in a row, best tax services in GTA. I am so happy I found them to do my taxes. All done remotely, very friendly and polite. Highly recommend!

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perm_identityMankiran Kaur

Wait is worth

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perm_identityGurpreet Walia

Great experience Arun is very friendly and knowledgeable but he takes too much time to respond that thing needs to be improved. Highly recommended.

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perm_identitysafvan k

Highly recommended for the tax filing, you will get a best service along with good return.

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perm_identitymohd awez

very good response from this person

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perm_identityankur soni

Filed tax first time on m wife's recommendation. Always getting us best and max refunds

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perm_identityShilpa Kankran

Highly recommended for the tax filling. You will get best advice. He even correct my last year filing done my other, that agent didn't work properly and made many mistakes in my profile. Thanks to Arun for his great help . I will definitely recommend his service yo everyone.

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perm_identityalisha joseph

I am very pleased with the amount of work they put into my returns as well as being able to discuss the future and how it can possibly affect me and have always been impressed by his courtesy, his professionalism, his timeliness and the friendliness These people care about their customers and they are the real deal!!! Highly Recommended.

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perm_identitysai siddharth

Highly recommended for tax filling. I am very pleased with the work they put into my returns.

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perm_identitySreeja Reddy

Great experience working with Arun! Though it takes some time, the entire process is done remotely without any hassle. He takes care of all things relating to your taxes and gets you the maximum return possible. He also gives great advice about financial planning for the future. Arun is always friendly, helpful and provided clear guidance at each step. Happy with the service and highly recommend!

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perm_identityrohan kandera

The best tax service in Canada!!! Filed my tax sitting at home over the phone. Highly recommended coz most of the tax filing companies try to rip you but Arun filed it easily and got the maximum returns. The best part is you can file tax anywhere from Canada just sitting at your home!!!! He provides free advice and recommendations for tax,home,PR,citizenship, car and investment needs

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perm_identityMohammed Ansar

iTax service is professional and Arun is a humble human who tries to help in the best possible way and tip you with right solutions to manage your finances.

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perm_identityVarinder Kumar

I highly recommended Arun for Tax filling purposes. I really appreciate his excellent service. Very knowledgeable person. Best person, best job and best result.

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perm_identitySukhvinder Kaur

I highly recommended Mr. Arun for any job related to income tax file. Very intelligent, cooperative and hard worker. He is really an excellent service provider in whole Canada.

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perm_identityDinesh Rajendran

Mr. Arun comes with Immense experience in term of Tax filing. I approached him with my personal and corporate tax filing requirement, which was handled in the most professional manner by his team. The point which he shared was very insightful and the experience was the great.

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perm_identitypradeep sasidharan

I strongly recommend Arun for all taxation assistance, for me he helped not just taxation but for an whole year financial planning. Most interesting part is that we can reach him anytime, even midnight.

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perm_identityHarman

Had the best experience with filing tax return with Arun. Such a professional, kind and compassionate individual. Absolutely loved working with him. He’s amazing at the work he does and always there to help. My friends and my family, we all rely on him every year to file our taxes. Truly grateful & Highly recommend his services.

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perm_identityHarpinder kaur

I was reffered by my friend, and filling since 4 years. Highly recommend Arun for tax filling.

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perm_identityrDEEp7542

highly recommend arun very nice guy with quite long experience in this field did my taxes for last 3 years i really had great experience working with arun as he provide the remote services without any hassle.

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perm_identityShaili Patel

This was my second time filing taxes, and as a student I found that the process is really easy and stress-free from beginning to end, and I did everything online. Arun is definitely reliable and he guarantees maximum return. He is very analytical and pays attention to detail and he made sure I was filing everything and that's what mainly led me to have higher tax return. I definitely got more than I expected. My whole family is filing taxes here and no complaints from them either. The fees are reasonable compared to what we get in return. He is very friendly and welcoming and will guide you throughout the process. Overall, I strongly advice anyone looking to file their taxes to reach out to this company.

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perm_identityprabhdeep kaur

It was great experience filling my tax through arun, as I filled my tax this is one of the best tax filler,he filled my tax for last 3 years,whole team is such a professional,previously i filled my tax from wrong places and die to which didn’t get proper amount of tax back.Arun refixed last five years tax,and saved my money. i really appreciate them for their good service and recommend everyone for his best service.

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perm_identityvinu priya

I highly recommended Mr. Arun for filing income tax. Intelligent and very patient. He provides an excellent service and educates new immigrants as well.

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perm_identityvinoth kumar

I highly recommended Arun for Tax filling purposes. I really appreciate his excellent service. Very knowledgeable person.

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perm_identityrajat kumar

Best return ever received in 6 years of canada tax filing. Highly recommend for everyone.

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perm_identityGaganpreet Singh

Quick service, Arun is the best in business.

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perm_identityAravindh Sankar

Filing Taxes for the first time in Canada as a new Resident. Got the contact of Mr. Arun through word of mouth from few trusted friends. Mr. Arun is a busy personnel but once you get hold of him the entire process was easy as breeze. He was very reassuring during the entire process. Helped with a whole lot of tips to save money. He was eager to share his rich contacts and cares about the betterment of his clients. I would most certainly suggest Arun iTax iPro for your taxes needs.

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perm_identityJoshuva Simon

I highly recommend working with Arun for tax filing. He has a lot of experience and will give you a good return and provide you lots of financial advise. He is a great connection to add to your network.

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perm_identityKundana Gangam

I highly recommended Arun for Tax filling purposes. pleased with him and his team and would recommend their services to anyone looking to file taxes. The team is extremely responsive, organized, efficient.

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perm_identityemil PA

Arun is very good in handling the tax return and recieved morethan i quote from other places. He also explained about the financial planning especially the RRSP. So i would recommend my friends to keep touch with him instead of loosing the benefits.

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perm_identitydivya y

Service is Great, detailed -oriented. Highly recommend him to everyone that need their taxes done, the right way!!

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perm_identityBobby

Arun helped me file my taxes when my left hand was injured. He was kind and cared about how I was feeling. He did the tax work super quickly, which was really great. Arun knows a lot about taxes and makes things easy. I really think everyone should go to him for help with their taxes. He's really good at what he does and he's a nice guy too.

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perm_identitySHARON JOSE

Always best,has been with Arun for the last 9 years very good service .Reliable and trustworthy person to do your taxes. Highly recommend.

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perm_identityPankaj Sharma

Excellent service, whole team is very professional. Must recommend.

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perm_identitySam Koorikuzhiyil

Great service , Arun is very knowledgeable and expert and highly intelligent, the best , he has refilled my previous years and got me a good refund. very pleased and very happy with service , we may have to be patient with the best service. Thank you Arun

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perm_identitysathya sa

I have very good experience.

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perm_identityRavinder Singh

Depth knowledge of tax work, Reliable, Efficient

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perm_identityinder Singh

Arun is really smart gentlemen and has complete knowledge of accounting. Arun has a great intellectual personality, highly recommend him.

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perm_identityRiya Jamez

Arun is highly professional and he has thorough knowledge in getting good tax returns. Worth waiting in the que for few months to get tax filing. Highly recommended tax filling agent for new comers and work professionals who are new to ???? Canada

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perm_identityVishnu Raj

I have had the pleasure of utilizing the exceptional tax services provided by Arun I Tax for the past five years, and I cannot speak highly enough about the outstanding results they consistently deliver.Arun has proven to be a knowledgeable and highly professional tax expert. All my questions and concerns are promptly addressed, providing me with peace of mind throughout the entire tax filing process. I am grateful for their outstanding service over the years and look forward to many more successful tax seasons together.

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perm_identityNisan Gnanam

I have been with Arun itax more than 15 years. His work ethics, knowledge in the work and trust you can not get from any other service providers. He’s hard to get hold of because everyone wants him but I can assure that his recommendation and financial advices, you always build to get better each year.

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perm_identityHarinder Gill

I'm filing tax from 7 years, but Arun is really intelligent accountant, he give real good advice for our tax betterment, really thankful to him, more people should be filing from him

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perm_identityI Mann

Arun from aruniprotax and his teammates are very helpful staff, would definitely recommend this firm for future tax purposes.

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perm_identityGurleen Kaur

Definitely recommend this accounting firm for personal or business tax filling, highly knowledgeable accounting team,

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perm_identityJohn Eldhose

Arun gets you the maximum tax returns, and helps you beyond tax filing, gave me advice on saving money as well free of charge

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perm_identitySuman Reddy

Arun is the best guy and he is the expert for filing. He is the buy guy ever. I used to live in ON….

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perm_identityLovepreet Kaur

Arun is the best accountant in Canada. He is filing my tax from last 6 years.

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perm_identityArchan Sengupta

Arun is a great guy and the best person for filling your taxes in Toronto. He has been filling my taxes for more than five years. He listens to all your queries and considers all the possible ways get the refunds. You will receive the maximum refunds following his instructions. I have referred a few of my friends to him and they are also very happy with his service. Highly recommended.

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perm_identityManan Shah

Really great accountant. He takes time but he is best at what he is doing.

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perm_identityKulwinder Singh

I have been using Arun’s services since a long time now.One of the most professional and reliable team out there.Highly recommend filing your taxes through them!!

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perm_identityAmanpreet Kaur

Best person to file your taxes.Saves you a lot of money.Highly recommended!!

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perm_identityAtul Sharma

I have been a client of Arun iTax iPro for several years now, and I cannot recommend them highly enough. Their team is incredibly knowledgeable, professional, and always goes above and beyond to ensure my financial needs are met. Whether it's personal income tax filing, corporation income tax filing, tax planning, bookkeeping, or financial advice, they are always there to provide expert guidance. I appreciate their attention to detail and personalized approach to my financial matters. If you're looking for a trustworthy and reliable accounting firm, look no further than Arun iTax iPro.

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perm_identitytanbir gandhi

Arun should be your go-to accountant for all your tax needs. He is so knowledgeable and makes sure you get every benefit you deserve!!! I have been filing my taxes with him from 3 years now and every year he makes sure i get maximum of benefit.

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perm_identitySuvin Abraham Cherian

Arun iTax iPro is the epitome of efficiency and reliability when it comes to tax filing. Their impeccable accuracy and excellent customer support, make them my go-to choice every tax season. With transparent pricing and hassle-free filing from home, I couldn't ask for more. Highly recommend!

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perm_identitySteven

Amazing service from Arun who did my whole tax filing with ease. He fixed my previous year issues happed during my tax filing when i went to a wrong person. i recommend his service for everyone especially newcomers and students

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perm_identitySheshank Sharma

I am filling tax with Arun from last 7 years and his whole team is experienced and knowledgeable.

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perm_identityPratik Panchal

Client over 10 years, strongly recommend for taxes as well as financial advises.

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perm_identitySagar kr

Arun made my tax filing experience a breeze! His professionalism, efficiency, and friendly demeanor were top-notch. Highly recommend his services for anyone needing expert accounting assistance.

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perm_identityjagdeep sandhu

Biggest return I ever had .I always doing my tax from very wrong accountants but arun fixed my old years return as well. arun is the best. highly recommended.

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perm_identitySindhu Thalloju

Arun is very patient to file the taxes, will recommend definitely. Very knowledgeable and Exceptional service.

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perm_identitytharun vemula

Five stars for Arun! His depth of knowledge and dedication to their clients is unmatched. They go above and beyond to ensure accuracy and compliance in all financial matters. Trustworthy, reliable, and a true asset to any business or individual seeking financial expertise.

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perm_identityAnand Nagappan

I have been filing my taxes with him for 9 years, and I couldn't be more satisfied. He has great knowledge in what he does. For the past years, he has analyzed my taxes and planned them well according to my situation in Canada. He has helped me get my returns well in most years, in accordance with my income and lifestyle. I have personally learned that filing taxes with him and taking his tax advice seriously for all 9 years has resulted in good returns for the following years. He charges fees according to how complicated your tax filing situation is and how you managed your financial expenses for that year. He has charged me fairly every year according to my tax filing situation or complications in my taxes. I relocated to Montreal to study, and I was able to comfortably file my taxes with him without any issues in my journey. In my opinion, he has been a great tax analyst and does an amazing job in tax advice and planning. Personally, he has advised me on various financial matters like RRSPs, TFSA, and house buying plans. His advice has kept my financial journey safe. A very POSITIVE experience. Since he is very knowledgeable and productive, it's a challenge to reach him or contact him with too many clients competing for his attention. It gets a little annoying to get in touch with him due to his busy schedule, but once you have submitted your tax documents through email, he will analyze and plan your tax filing and then contact you while filing your tax. Be patient for your turn. If you have any issues with your tax or are trying to buy a house, please go to him and seek advice; he will give you advice according to your financial situation.

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perm_identityvishnu sama

The Best Accountant in whole Canada..!!!????

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perm_identityChandeep Singh

Gets good results and helpful with answering questions. Satisfied with the work and will come again for next year.

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perm_identityAman Bhullar

Always had great experience with arun to file our personal and business taxes. Arun filed taxes with full accuracy. Saves our lot of money each year

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perm_identityvivian alavanza

Arun is very professional and very knowledgeable in his field. I am his client for few years and he always exceed my expectation. I highly recommend him to my friends.

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perm_identityVipul Malhotra

It was good experience always I m filling it from last 6 years !!

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perm_identityGary Tango

Arun is truly awesome! He saved me a lot of money and advised me for the future. Highly recommended!!!

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perm_identityBikram Devgan

I had the pleasure of working with Arun for my tax filing, and I couldn’t be happier with the results. Arun’s expertise and attention to detail ensured that I received the maximum return possible. Not only did he navigate the complexities of tax laws effortlessly, but he also provided personalized advice tailored to my financial situation. From start to finish, Arun exhibited professionalism, patience, and a genuine commitment to helping his clients. He patiently answered all my questions, ensuring I understood every step of the process. Arun’s dedication to excellence truly sets him apart.

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perm_identitySuresh Jc92

Very professional nd 100% trustable!! Highly recommended ??

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perm_identitySwetha Ratakonda

Me and my husband file our taxes with Arun. I highly recommend filing taxes with Arun. He is very professional and provides high quality tax service.

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perm_identityAkileshwara Podapati

5 star service always.

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perm_identityAnish Patel

Highly recommend

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perm_identitychahat arora

I am a veteran client. I have applied my tax from him and it was good decision. I am going to get my tax back for last year. He also fixing my tax since 2017. The only thing need to improve is the long waiting time for demand. Please, call back if you have a line up. Apart from that i would recommend to go to him for tax application.

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perm_identitySyed Taher Quadri

As always Arun did a great job, came back to him after 4 years for my taxes and I received significantly higher return than I had anticipated.

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perm_identitysuminder jit

He’s the best in his field He has my business from last 3 years never had any problems Keep doing the great work

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perm_identityRitesh Panwar

Arun is a brilliant person with his ability to save his clients thousands of tax saving dollars. His Clarity and experience makes him unique in the profession

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perm_identitylove dhunna

The best Excellent ????

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perm_identitybaljender singh

Very helpful

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perm_identityTajinder Singh

Best person to reach for tax filing…. Filing my tax from him from last 8years

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perm_identitySuthasini Gobithan

Very smart and great guy to do your taxes to. Highly recommend him.

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perm_identityGurdeep Brar

Arun is professional and knowledgeable.he is my accountant since 2014. Great guy and his associates snehil and kapilan are nice and helpful. Highly recommended fir you taxes

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perm_identityAmir Anbari

?????????? I cannot express enough gratitude for the exceptional service provided by Arun iTax iPro. From the moment I walked through their doors (I mostly called them and did everything online and virtually), I was met with professionalism and warmth. Their team of experts demonstrated unparalleled knowledge and expertise in tax matters. Arun iTax iPro isn't just a tax service; they're a trusted partner in navigating the complex world of finances. Their dedication to accuracy and attention to detail instilled confidence in every interaction. What truly distinguishes Arun iTax iPro is its commitment to personalized service. They invested time in understanding my unique financial situation and provided tailored solutions that not only met but exceeded my expectations, showing their dedication to their clients. I wholeheartedly recommend Arun iTax iPro to anyone seeking reliable and trustworthy tax assistance. With their guidance, I can confidently say that my financial affairs are in the best possible hands. JUST REMEMBER! YOU SHOULD BE PATIENT BECAUSE YOU MIGHT BE ON HOLD FOR MORE THAN AN HOUR, BUT IT REALLY WORTH IT!! Thank you, Arun iTax iPro, for your unwavering professionalism and expertise. You've earned my trust and loyalty for years to come.

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perm_identityJ J

Excellent service with Arun iTax ipro and team, filing tax for the past years and be it any enquiry he definitely helps throughout, highly recommended.

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perm_identityJavaira Naeem

Amazing person and great services.i have been using their services since last 10yrs and its always a great experience.

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perm_identitypatel parth

Amazing people, and very helpful

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perm_identityHimani Patel

Five stars for Arun! His depth of knowledge and dedication to help his clients is unmatched. He went above and beyond to ensure accuracy and compliance. My husband filed with him last year and this year we filed together, moving forward we will be filing with him for sure . He makes sure we get the maximum benefit . I Highly recommend him for tax filing services.

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perm_identityM J

Arun is the best out there ! He has been filing my taxes for more than 3 years and the service provided is par excellence. I have had the pleasure of interacting with him and he is always kind enough to accommodate all our requests and moreover is a great human! His work is very meticulous , so it has always been hassle free and puts you at ease. Anytime, I would recommend Arun and hope to continue to avail his service ahead.

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perm_identityRaga

Arun is amazing, he explains everything in detail and helps in all tax related process

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perm_identityAkshay Raj

The best tax company for filling taxes. They collect all the information and gives the exact tax refund amount along with the breakdown at the end. I would really recommend Arun iTax iPr for filling taxes as he files taxes fast and for all clients in other provinces as well.

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perm_identityHarshil Soni

I got chance to file my taxes with Arun since last 3years, and I never got disappointed he always end up provide very good response with great professionalism, and also he provides guidance regarding finances to manage. Highly recommended if you want your tax returns accurate. Thank you Arun

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perm_identityPrashant Prajapati

Very nice and smart person. Helpful in every financial situation. I have been filling tax with Arun since 104

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perm_identityRenjith John

I have been filing tax with Arun since 2014. Very helpful, dedicated, kind hearted and in depth knowledge of financial situations. Best advisor for financial progress and highly recommended person.

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perm_identityDileep Varma Mudunuri

We always file taxes with Arun, he is so in detailed from every tax benefit he will get you maximum amount. He will suggest on some amazing tax reductions like RRSP, FHSA and TFSA at the right time to get you refund from the taxes. I highly recommend him to all my friends and family.

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perm_identityNaV EEn

Arun is exceptional! His attention to detail and clear explanations have been invaluable for my business and personal tax filing. Always prompt and professional, they make managing finances a breeze.I Highly recommended Arun iTax iPro.

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perm_identitySameer Wilson

There is so much stress during tax season its really good to have a contact who know what he is doing, he helped us with taxes as well has free service for furture tax planning, A very professional and really Amazing service from Arun, will come back again next year

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perm_identityAbhinay Sali

Arun is very knowledgeable and understands what he does. In my first year of filing taxes he got me a great return and as a new comer it really helped me. I missed filing the taxes the following year and he saved me from paying hefty fines. He is very experienced and gets the best possible outcome. Also gives great advice on RRSP and tax saving strategies. I strongly recommend Arun.

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perm_identityAashish vig

Amazing and most efficient system in place!! Best service!!

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perm_identityvenkata suresh

?????????? Just no words best taxation guys in the town and they were very helpful each and every time When it comes to tax time especially Arun and team is always amazing ………Amazing

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perm_identityalfred noble

If you want to save as much as you can on your taxes, Arun is your guy, his ways are not conventional but unique but you will get use to it when you will see Canadian government paying you back with the help of Arun. His fee is high but i think that is manageable if he gets you a returns in thousands you can spare some hundred’s. To conclude best in town and will give you free advice as well. ????

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perm_identityKarthik Reddy

Client from last 10 years. Always does the best

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perm_identitymohd mateen Hussain

Arun sir have been very professional, has exceptional knowledge and very helpful with the queries, I have been a client for almost 7 year not even a Atom of doubt and trouble from him I will definitely recommend everyone to get your taxes done from him.

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perm_identityKulwinder Chahal

It was a nice experience working with arun he saved my money and give me the bestest service i have ever get

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perm_identityAnish Thakur

Must visit….for higher refunds..

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perm_identityAmanda Stewart

I have been doing my taxes with ArUn for the past 2 years and it has been a very easy and fast process. He gives great advice on how to get maximize your refund. I would recommend his services.

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perm_identityRUBIN GAJERA

Best tax service..! You could not compete him with any other when it comes to returning your money.! Specially for students

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perm_identityMOHANASUNDARAM SELVAKUMAR

He is such an intelligent guy, who has keen to help in filling a tax return and your financial plan. I have been filling a tax with help of him from last 5 years. Such a great experience. Thanks ARUN.

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perm_identityRahul Singh

Perfect guy for filing the tax.

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perm_identityVinil Dontha

Excellent service with vast experience.

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perm_identityGayathri Menon

Yes he does take a lot of time to get back to you but it's because his accuracy, compliance and attention to detail is unmatched. If you have a bit of patience and are looking for someone who will thoroughly check your files and history to ensure you get the best tax benefits, I highly recommend Arun iTax. You can get it done cheaper elsewhere or do it by yourself using other available platforms but then it's not the same. This is my 4th year filing taxes with him and I definitely recommend him.

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perm_identitysai chandra

Hi Everyone Arun is very knowledgeable and professional, his team provides information in timely manner attends to all questions and concerns, calling them and filling taxes will take some time , but service worth for time we spent waiting because he deals every client personally and will not delegate to someone he is passionate about his work, proves his worth by results.

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perm_identityDamanjeet singh Bajwa

Excellent service ‘ highly recommended

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perm_identitysharan kaur

Arun is very knowledgable and knows what he is doing. Arun did such an amazing job at explaining me my tax summary. On top, he is very humble and kind person. I highly recommend Arun for filing taxes!

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perm_identityHarpreet singh

5 stars I’ve had a great experience working with Arun at Your Tax File. He’s professional, knowledgeable, and incredibly patient when explaining complex tax matters. He made the whole process smooth and stress-free, and I really appreciated his attention to detail. I felt confident that everything was handled correctly and thoroughly. Highly recommend Arun if you’re looking for reliable and efficient tax services!

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perm_identitySmit Patel

Amazing Service

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perm_identityAsha Mallesh

I’ve always had amazing experience with Arun. Been doing my taxes for 3 years now. He’s knowledgeable and will get you the best refund. Know he’s worth the money he charges.

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perm_identityJayanth Mallesh

I’ve been using Arun and his team’s tax filing services since 2022, and I couldn’t be more satisfied. They are incredibly knowledgeable, professional, and always go the extra mile to ensure everything is accurate and submitted on time. Arun takes the time to explain things clearly and is always available to answer any questions. I truly appreciate their dedication and efficiency. Highly recommend them for anyone looking for reliable and stress-free tax filing services!

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perm_identityGurpinder Sohal

Arun is very professional and smart guy. His team provide great Service. I am a happy client from last 11 years.Highly recommended!!!!

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perm_identityAshu Dhawan

Awesome service.

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perm_identityHeadley Williams

I've been going to Arun for 7 years now and he always gives great advise on tax refunds. Always a great experience!

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perm_identityKhyati Shah

Excellent service—professional, accurate, and made filing my personal taxes completely stress-free!

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perm_identitySahil Satija

Excellent services by Arun. We've been coming to him for 12 years. He is a very knowledgeable professional and will help you in getting maximum returns.

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perm_identityKr Kishore

Best Accountant Ever – Highly Recommended! I’ve had the pleasure of working with Arun for anlmost 7 years and I can confidently say they are the best accountant I’ve ever worked with. Their attention to detail, expert knowledge, and proactive approach have saved me both time and money. They are always available to answer questions, explain complex tax matters in simple terms, and ensure everything is done accurately and on time. If you’re looking for someone who is reliable, professional, and genuinely cares about your financial success, look no further. I highly recommend Arub itax pro and his team to anyone in need of top-tier accounting services.

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perm_identityGagandeep singh Sidhu

Highly professional and reliable service. My tax return was completed efficiently with great attention to detail. They took the time to answer all my questions and made sure I received the best outcome possible. I felt confident and well taken care of throughout the process.

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perm_identityN.G.U.

Good and helpful experience with him

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perm_identitycanada realidade

The best account I ever found here in canada . I had so many troubles before with my income tax .I really recommend it .

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perm_identityJintu Kuriakose

I had an excellent experience working with Arun itax pro. They were incredibly knowledgeable, professional, and efficient throughout the entire tax filing process. They took the time to explain everything clearly, answered all my questions promptly, and made sure I understood every step. I truly appreciated their attention to detail and the care they put into ensuring everything was accurate and optimized. Thanks to their expertise, I felt confident and stress-free during tax season. I highly recommend Arun Itax pro to anyone looking for reliable and trustworthy tax assistance.

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perm_identityJmichael Canada

I got Arun’s contact from a friend ,at first instance I thought they are 20-30$ expensive than other accountants but this year I came to realize that these guys are professionals a they fixed all the errors from previous guys and got me great returns …. I highly recommend these guys

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perm_identityManjot BaiDwan

Handled my tax filing, and I couldn’t be more satisfied with service. From the initial consultation to the final submission, he is professional, knowledgeable, and efficient. I would highly recommend them to anyone looking for reliable and trustworthy tax services.

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perm_identityAssunta Romero

I can’t recommend Arun enough! He handled my accounting with incredible professionalism, accuracy, and speed. Every step of the process was smooth and stress-free, and he delivered everything well within the deadline. He took the time to explain things clearly and made sure every detail was covered. It’s rare to find someone this reliable and efficient—I'll definitely be working with them again!

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perm_identityManpreet Singh

Best service

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perm_identityRamkumar Arunamoorthy

Arun is highly knowledgeable and does what is best for his clients going above and beyond. He did my filing for two years without even charging knowing my personal emergency situation. God bless him abundantly.

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perm_identityDaniel Hopkins

Arun has been doing our taxes for 20 years. He is absolutely amazing and always gets us a maximum refund. he can do that because he knows all the tax rules. And he’s been doing it for so long it is second nature to him. But best of all Accurate and save you money in taxes! We highly recommend him over anybody else we’ve ever used!!!

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perm_identityAmar Verma

Great Accountant. Arun is a life saver and has the best knowledge when it comes to tax filing and tax planning. Always a pleasure to talk to him.

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perm_identityKunica Sen

A very smooth experience with Arun for tax filing. Highly recommend.

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perm_identityMARIE B.

I had a fantastic experience working with Arun on my complex income tax return. He was professional, detail-oriented, and incredibly knowledgeable throughout the entire process. Arun took the time to explain everything clearly, ensured that all documents were accurate, and identified deductions I wouldn’t have caught on my own. His calm and confident approach made a stressful task feel manageable. I highly recommend Arun to anyone needing expert help with their taxes, especially if your situation is more complicated than usual. I’ll definitely be returning to him next year!

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perm_identityTasreef Mohammad

File taxes Quick and easy

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perm_identityShorn Kurian

Five stars all the way! I recently had my taxes done here and I'm extremely satisfied with the service I received. My tax consultant, Mr. Kapilan, was fantastic. He was knowledgeable, efficient, and made the whole process so easy and stress-free. I felt confident in his expertise and am very happy with the outcome. I highly recommend this firm!

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perm_identityRintu Jacob

I had a fantastic experience with this tax firm! Filing my taxes always felt like a daunting task, but the team here made it smooth and stress-free. A special shout-out to my tax guy, Mr. Kapilan – he was absolutely awesome! He was incredibly knowledgeable, patiently answered all my questions, and went above and beyond to ensure I understood everything. Mr. Kapilan was also very efficient and professional. I highly recommend this firm, and especially Mr. Kapilan, for anyone looking for top-notch tax services.

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perm_identityFaiyaz MOHAMMED

Great guy! He knows his stuff how to do taxes….

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perm_identityKrishna Vijayan

Really helpful.

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perm_identityNaveen Pillala

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

calendar_month9 months ago
perm_identityRaghuveer Pulijala

I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.

calendar_month9 months ago
perm_identityKrishna Podury

I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.

calendar_month9 months ago
perm_identityMadhu Bhogadi

I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.

calendar_month9 months ago
perm_identitySantosh Vemula

I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.

calendar_month9 months ago
perm_identityVinay Kumar Akula

I attended one of the presentations on Financial Planning given by Kumar Vutakuri and called him to understand more. He educated me on Financial Planning for me and my family and explained about Retirement planning. He did the free financial health checkup (FNA) and showed us the numbers we require when we retire. He educated us on Protection planning, kids college education and showed us the Road Map for the next 40 years. We ended up having IUL’s for me and my wife and Fixed Indexed Annuity (FIA). He has a lot of patience, and is very committed to helping the families. He has a lot of knowledge on what he is doing. I have recommended a couple of friends also to avail these services.

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perm_identityBryce Earls

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

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perm_identityYonathan Solomon

I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.

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perm_identitySanjeev Jain

Prorata Accounting is very professional and proactive help us in all our needs for the accounting. We have been using them for last two years and happy with their services.

calendar_month11 months ago
perm_identityMichael Inga

My regular accountant retired three years ago, we were introduced to this firm shortly thereafter. They are knowledgeable and attentive to our tax needs. Questions were answered in a reasonable time. Always conscious of time to get returns done and submitted in a timely fashion. Kavita is personable and respectful to our needs. I would recommend them hands down.

calendar_month11 months ago
perm_identityJay Hayat

This accountant and her team are extremely competent in their ability to manage the clients tax return and related tasks, I would highly recommend that you contact them to discuss your taxes.

calendar_month11 months ago
perm_identityZebiba Shifa

Kavita has helped us tremendously with our taxes for years now. Worry free experience and takes the hassle out of taxes! She also responds quickly to us when we have questions, we recommend this service

calendar_month12 months ago
perm_identityUnknown

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time

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perm_identitysimranjit kohli

I have been using MMT's services remotely for the past 4 years for filing my taxes. Their service has always been quick and thorough. They are also quick with their turn around in case you have questions or concerns.

calendar_month11 months ago
perm_identitybhave Luthra

Excellent service. Took such good care and handled all our taxes very meticulously

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perm_identityCarol Trotte

Ankita does both our business and personal taxes. She is very professional and is always available to discuss any situation and answers all questions thoroughly. It is a pleasure doing business with her and I would recommend her to help you personally or your business with all your tax needs.

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityVijay Vaswani

I and my spouse file our taxes personal & Corporate for many years through Ankita Amin CPA located in Edison, NJ. She is great professional, knows her job well and the returns were done in very short period of time. I highly recommend Ankita Amin CPA for filling your tax returns.

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perm_identityP B

Very Good and excellent tax knowledge. Very systematic and professional in gathering data points for tax filing . Soft copy preview before actual filing .. Best in 08820 !!!

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perm_identityHarsha Mogaligundla

Ankita has been helping me with my taxes for the last couple of years. She is very reliable, detail oriented and makes sure that everything is accurate. I would definitely recommend her services for whoever is interested.

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perm_identityYatinkumar Amin

One of the best approaches i have ever seen for knowing and solving any tax related issues. Highly recommended. Will get most satisfaction all time.

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perm_identityRashi Jain

It was a great experience to work with Hardik. Really appreciated his prompt responses and availability. What also stood out for me was his through knowledge on the subject, demonstrated in the very first call by asking all the relevant questions in a succinct manner. Would absolutely recommend working with him.

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perm_identitySakshi Chougule

Working with Hardik for the past two years to file my taxes has been an incredibly positive experience. His expertise and professionalism make the process seamless and stress-free. I highly recommend Hardik for anyone seeking reliable tax services.

calendar_month11 months ago
perm_identityKavi Prajapati

He is excellent at what he does and I couldn’t not be more pleased to have found the tax professional. As a client, I can say that he is willing to go the extra mile to make sure my financial needs are met. The accountability that he provides to me and my business is indispensable. I recommend all my family and friends to him. He really has the answers!

calendar_month11 months ago
perm_identityJwalin Thaker

As an international student, I found initial US tax filing very difficult to understand. I got a referral for Himanshu A Trivedi CPA, LLC and after experiencing his services, I can vouch for his expertise in handling a wide variety of situations around accounting and taxation. Would definitely recommend, as I for one am not going to change my CPA forever!

calendar_month11 months ago
perm_identityKush Jani

He is the best CPA I have ever had in my life, and he is currently taking care of everything in my business including book keeping, payroll, Tax saving, returns, TDS and many more. Excellent, my firm has experienced significant tax savings and I also grow up profit in my business after his consultation, he has amazing ideas to develop a new business and to improve a ongoing businesses. I strongly recommend this CPA - Himanshu Trivedi He saved almost 43% of more savings in my businesses and taxes compare to other CPAs and online tools like TurboTax and Sprint Tax.

calendar_month11 months ago
perm_identityDerwin Hill

It was nice to find a professional and efficient like Himanshu A Trivedi, he fill our taxes since we had earn income when selling our property, we were a little worry but after talking to him, everything when great !!!! We are satisfy with the service and will continue to used by his place to fill our yearly taxes.

calendar_month11 months ago
perm_identitySagar Amble

Himanshu is very knowledgeable CPA for both personal and corporate tax filing purposes. He patiently answers all my queries before filing taxes with him and is a go to person for me for all my tax related queries. Happy to have him in neighborhood 

calendar_month11 months ago
perm_identitySanthosh Anand

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

calendar_month11 months ago
perm_identityJai S

The entire team is professional, efficient, and very responsive! I highly encourage using Goodlife Financial Services for financial planning

calendar_month12 months ago
perm_identityYonathan Solomon

I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.

calendar_month12 months ago
perm_identitySanjeev Jain

Prorata Accounting is very professional and proactive help us in all our needs for the accounting. We have been using them for last two years and happy with their services.

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perm_identityVinay Nayak

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

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perm_identityDanny Peña

Maria Ceballo is the best at what she does she has gotten me the best income taxs returns for years and with her help I am saving a lot more with out changing my life style . I recommend everyone to give her a shot and you will see why I said I loved the services there

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perm_identitytricia soliman

Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.

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perm_identityAlicia Rentas

Maria has been doing my taxes for many years and she is absolutely great at her job! She is so nice and she has never kept me waiting and always answers my questions and returns my calls and emails. I moved from New Jersey to South Carolina and I am still getting my taxes done by her. I have never had an issue with my taxes and fast refunds! I would absolutely recommend Maria.

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perm_identitySangeeta Bhatia

I contacted Laddiji couple years ago for life insurance.He was very professional and diligent in setting me up with best possible life insurance for me. He also advised me to work with an attorney to set up Estate planning trust, which I got done, thanks to him. Recently I called him for advice on setting up a Corp and he again helped me with most timely and accurate advice that helped me do the right thing in my situation. What I appreciate and admire most about Laddi ji is that I he is so courteous and generous and he is an absolute professional that you can trust 100% to give you the right advise.He is not one of those who tries to push you for anything that doesnt make sense for you. Also Mr Shamsher Grewal from his team who helped me with the corp set up information was extremely knowledgeable in this field and very helpful. I am very grateful to Laddi ji and his entire team for always being there for me when I need help. I highly recommend him for any financial investing wealth management or life insurance services, `Sangeeta Bhatia

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perm_identityNeel Hitenkumar Amin

Natrajan explains each and every point in details. He is patient and is very flexible to client. Overall, i am 100% satisfied with the services

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityP B

Very Good and excellent tax knowledge. Very systematic and professional in gathering data points for tax filing . Soft copy preview before actual filing .. Best in 08820 !!!

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perm_identityYatinkumar Amin

One of the best approaches i have ever seen for knowing and solving any tax related issues. Highly recommended. Will get most satisfaction all time.

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perm_identityCarol Trotte

Ankita does both our business and personal taxes. She is very professional and is always available to discuss any situation and answers all questions thoroughly. It is a pleasure doing business with her and I would recommend her to help you personally or your business with all your tax needs.

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perm_identityVijay Vaswani

I and my spouse file our taxes personal & Corporate for many years through Ankita Amin CPA located in Edison, NJ. She is great professional, knows her job well and the returns were done in very short period of time. I highly recommend Ankita Amin CPA for filling your tax returns.

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perm_identityHarsha Mogaligundla

Ankita has been helping me with my taxes for the last couple of years. She is very reliable, detail oriented and makes sure that everything is accurate. I would definitely recommend her services for whoever is interested.

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perm_identityBalaji Venkat

I used the services of GoalSeek to file my US tax returns. Anima Jain at GoalSeek was very helpful and very prompt. She responded to my questions and concerns very promptly and very clearly. My tax return was quite complicated with three state returns in addition to a federal return, which Anima was able to skillfully file. She explained each component individually when asked, and was very approachable in this regard. I will definitely recommend GoalSeek for US tax return filing!

calendar_month12 months ago
perm_identityShamroze Rashid

Amazing Person, Humble Kind, most importantly such a well educated professional knows how to handle client legal issues and gives right direction, Thanks for your service

calendar_month12 months ago
perm_identityJimmy Singh

I've been working with Inderpreet for my taxes, and I genuinely can't recommend him enough. He's incredibly knowledgeable, with a strong background as a former auditor, which gives him a deep understanding of tax laws and financial regulations. Every year, he goes above and beyond—not just filing my taxes, but actually helping me save money by identifying deductions and strategies I wouldn’t have found on my own. What really stands out is how cooperative and approachable he is. No matter how many questions I have, he takes the time to explain everything clearly and makes sure I feel confident in every step of the process. Working with him has been a game-changer for my finances. Absolutely top-tier CPA!

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perm_identityMohd Faisal Khan

Very Kind,Very Friendly,Very Cooperative,Very polite,Very well explained the process, got to know a lot how software work & stuff also suggestions they gave was very helpful *Over All experience is very very good

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perm_identitySYED KHALEEL ULLAH

One of the best tax filing guy to save some good money with a responsive and responsible behavior to complete things in time

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perm_identitySrinivas B

Nataraj knows well about tax code, legally he will maximize tax refund

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perm_identityElumalai Velusamy

Good Service Good People Best Value

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perm_identityAnas

I truly appreciate the dedication and effort your team put into ensuring that my tax affairs were handled efficiently and accurately.

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perm_identityReeda Hussain

I wanted to take a moment to express my sincere gratitude for the exceptional service you provided during this tax season. Thank you for making it stress free

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perm_identitySam G

Nataraj was very helpful in understanding my needs and took time to explain different ways to reduce taxes.

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perm_identityDhinakar Viswanathan

Very ease to work with. Informative and Transparent Tax Filing Company. Would strongly recommend especially for Business profiles.

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perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identitymythily rajaram

Natraj is excellent and knowledgeable. Connected virtually to explain every line patiently. I would strongly recommend his service to the community. Thank you.

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perm_identityMarwane Taroua

Nataraj Eswaran was very helpful. He did a wonderful job explaining all of my options to me and making sure I got the best outcome. I will be going back next year for this service

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perm_identitySriram Mahadevan

I had pulled my details into TurboTax thinking it would all be a straight shot, but it turned out trickier than expected. The various documents I had pulled did not seem to be working out correctly. Fortunately, I could get Nataraj on a video call and he saved my day by reviewing and sorting things for me.

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perm_identityRajavel Nest

Great service provided by this company ;Extremely detail oriented ; inquired about all the details before filing the tax to get maximum refund if possible ; I did ITIN application through them - filled all the necessary details for me and explained about doing paper filing due to ITIN application ; shared the documents to carry over when filing with IRS office by appointment ; walked me through the final tax return document and making sure I’m comfortable understanding the tax I’m filing with IRS; covered state and city tax filing documents as well; overall happy satisfied with their service

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perm_identityIraianbu K R

Excellent service with Great knowledge. This is first time filing my US taxes as Non Resident .Customer service is amazing! I have reached them out several times with a lot of questions and they have always kindly helped me out. I received my refund with in one week!!!

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perm_identityGiri Naidu

Very friendly and pro in knowledge. Always ready to answer question related my tax filing and software access given to review my tax calculations helped me gain more knowledge. He is even suggested and helped me more ways to save tax. Trust worthy, Reliable and friendly. 100% Recommended for Financial needs !

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perm_identityAbarna Rajendran

Natraj was referred to me by a friend when I needed some consultation help. Even though he wasn’t our tax consultant at that point, he went through all of my questions in detail and made sure to double verify every answer he provided me. His guidance was extremely helpful for me in doing my taxes. More importantly, his patience and attention to details is extremely commendable.

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perm_identityrupesh s

I recently filed my tax return with Easy tax filer. The service is really good. I got the needed information in a timely manner and got some tax saving tips. It is economical and cost effective. I am looking forward to avail other services available and know more info on these services with easy tax filer. Thank You for all the help EasyTax filer.

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perm_identityShivakumar D J

Easy Tax Filer are very professional and knowledgeable tax filers. They are very accurate with work and charges very reasonable filing fee. I had a great experience with tax filing and received excellent tax guidance and they have been very prompt in responding to any questions i had. I have seen substantial tax saving while working with them and would be working with them in the future as well. I have no hesitation to recommend them for your tax filing needs.

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perm_identityRameshkumar Kannan

I had a great experience working with EasyTaxFiler. They were knowledgeable, efficient, and made the tax filing process stress-free. They explained everything clearly and even found deductions I had missed. Highly recommend their services!

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perm_identityVenkatesh Karthik

I had a great experience working with Natraj. Him and his team were extremely professional, friendly and very proactive throughout the process. They followed up with multiple emails and phone calls multiple times to ensure all required details were in place and guided me clearly at every step. thanks to their timely support and dedication, i was able to submit the documents on time without any hassle. Highly recommend their service for anyone looking for a reliable and friendly tax agent.

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perm_identityV Londhe (V L)

One of the Best Tax Services.

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perm_identityVeera Bollamraja

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

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perm_identityGopi Maddali

Surya is a great person to work with.

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perm_identityNagesh Vempali

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

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perm_identityAmit Mangal

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

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perm_identitysiba prasad choudhury

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

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perm_identityAmitabh Misro

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

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perm_identityReena Mahapatra

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

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perm_identityAashish

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

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perm_identityKishan Bhat

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

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perm_identityRakesh Jena

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

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perm_identitySunaj Padhy

I had a great experience with Sure Financials and Tax Services. Surya Padhi was very polite and knowledgeable for the smooth Tax return filing. Thank you

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perm_identityMahendra shadangi

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLC is excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

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perm_identityRashmi Ranjan Sarangi

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

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perm_identityDiptiman Mishra

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs!

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perm_identityHarsh Darodkar

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

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perm_identityAbhishek Biswal

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

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perm_identityChittaranjan Pattnaik

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

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perm_identitySunil Maharana

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

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perm_identitysantosh gupta

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him …

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perm_identityAvinash Kumar

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

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perm_identitySrinivasan S

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

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perm_identityUmesh Arora / Sonal Arora

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

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perm_identityManas Ranjan

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future.

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityP B

Very Good and excellent tax knowledge. Very systematic and professional in gathering data points for tax filing . Soft copy preview before actual filing .. Best in 08820 !!!

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perm_identityYatinkumar Amin

One of the best approaches i have ever seen for knowing and solving any tax related issues. Highly recommended. Will get most satisfaction all time.

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perm_identityCarol Trotte

Ankita does both our business and personal taxes. She is very professional and is always available to discuss any situation and answers all questions thoroughly. It is a pleasure doing business with her and I would recommend her to help you personally or your business with all your tax needs.

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perm_identityVijay Vaswani

I and my spouse file our taxes personal & Corporate for many years through Ankita Amin CPA located in Edison, NJ. She is great professional, knows her job well and the returns were done in very short period of time. I highly recommend Ankita Amin CPA for filling your tax returns.

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perm_identityHarsha Mogaligundla

Ankita has been helping me with my taxes for the last couple of years. She is very reliable, detail oriented and makes sure that everything is accurate. I would definitely recommend her services for whoever is interested.

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perm_identityjack airee

Professionals??

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perm_identityAnvesh Seelam

Great service and prompt communication.

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perm_identityRaman B V

Very good services. Quick to respond and detail oriented.

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perm_identityTejas Sahasranaman

Great customer service and extremely knowledgeable professionals. Highly recommend for tax filing services

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perm_identityHemangi Agarwal

Had a great experience with the team at GoalSeek! They were very responsive to any questions and doubts that I had, highly recommend.

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perm_identityVarsha Bhandari

Goalseek Shared Services has truly exceeded my expectations. Their accounting and bookkeeping services are second to none. The team is not only highly knowledgeable but also incredibly reliable. I can always count on them to handle my financial matters with the utmost professionalism and accuracy. If you're looking for the best in the industry, look no further than Goalseek Shared Services!

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perm_identityDhruv Bhattacharya

I am very satisfied with the services provided by Anima Jain from Goalseek. She was quick to point out that I was eligible for a refund and helped me file timely returns. I got my refunds also on time. Recommend their services for work related to US tax return filing.

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perm_identityMark Kozloski

Just completed our taxes for 2024 and had an excellent experience. I worked with Anima and things could not have been better....great communication, kept us informed during the whole process and made a usually stressful time very smooth. Will definitely be using them again next year...thank you!!

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perm_identityGaurang Prajapati

I had a great experience working with Goalseek Services for my 2023 & 2024 US tax filing. The team was highly knowledgeable and made the entire process smooth and stress-free. They were prompt in answering all my queries, no matter how small, and provided clear guidance at every step. I really appreciated their attention to detail and timely communication. It's rare to find a service that is both efficient and responsive. Goalseek truly delivered on both fronts. I would highly recommend them to anyone looking for reliable and professional tax assistance.

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perm_identityPrabhroop Singh

Good back ground knowledge. IRS experience. Thank you

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perm_identityAshraf Ma

Thank you so much, best wishes and prayers.

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perm_identityGuneet Kaur

Thanks for the work done. Really recommend you for your quality work.

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perm_identitySukhmander Singh

I’m going to mr. Singh for many years. Highly recommend.

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perm_identityDavid Belfer

Excellent accountant! Don’t hesitate to use him for all of your accounting needs!

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perm_identityNy Luxury Ride

One of the most professional accountant I ever met understand and helpful. He is the guy.

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perm_identityArun Kumar

Very helpful and professional. Will definitely recommend all my friends. 5 star service.

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perm_identityDavid Pean

Mr Singh was very professional and effective. I'm very pleased with his services

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perm_identityMansi Martinez

We went to Mr Singh, for the first time for our taxes, he is very professional ,prompt & patience listening to our questions.We definitely recommend him.

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perm_identitySonny T

Mr. Singh is very good with what he does. He is one of the best accountants I have ever been to. I definitely recommend him.

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perm_identityNARANJAN SINGH

Very professional CPA with extensive knowledge. Does not waste your time or his, responds fast to his clients and goes above and beyond to insure the best service. Our whole family only works with Mr. Singh regarding our finances.

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perm_identityShamroze Rashid

Amazing Person, Humble Kind, most importantly such a well educated professional knows how to handle client legal issues and gives right direction, Thanks for your service

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perm_identityJimmy Singh

I've been working with Inderpreet for my taxes, and I genuinely can't recommend him enough. He's incredibly knowledgeable, with a strong background as a former auditor, which gives him a deep understanding of tax laws and financial regulations. Every year, he goes above and beyond—not just filing my taxes, but actually helping me save money by identifying deductions and strategies I wouldn’t have found on my own. What really stands out is how cooperative and approachable he is. No matter how many questions I have, he takes the time to explain everything clearly and makes sure I feel confident in every step of the process. Working with him has been a game-changer for my finances. Absolutely top-tier CPA!

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityVINAY PATIL

Very happy with their services and price.

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perm_identityYash Sakpal

It was a great experience.i really appreciate the time and work that hardik gave for my file returns and for helping me out

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perm_identityNidhi Tewari

Did my taxes with Hardik (Dattani & Partners), it was efficiently done. Thanks to Hardik.

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perm_identityAnshul Jain

Hardik is very professional and knowledgeable. Helped me get my tax returns done smoothly.

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perm_identityJaisil Rose Dennison

Good service.

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perm_identityHarsh Sindhwa

Pretty good experience

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perm_identityUtsav Shah

The best in the game ????

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perm_identityNikita Patel

Excellent Service by Dattani & Partners.

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perm_identityPrema Yadav

Experienced, efficient, and detail oriented.

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perm_identityTanishq Sharma

Services are nice and genuine.

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perm_identityAnirudh Kannan

Hassle free experience!

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perm_identitykavin nilavu

Very easy to work with, and timely responses.

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perm_identityvishwa shah

Superb service. Quick reply and assistance.

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perm_identityVinay B

It was wonderful experience with Dattani and partners.

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perm_identityDhanraj Kotian

Prompt with tax filing.

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perm_identityDhanashree Tamhane

Amazing service! Very helpful and quick to response.

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perm_identityDhritiraj Kalita

Great Experience working with them! Truly reliable !!

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perm_identityAjay Malik

Swift and easy filing. Great service.

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perm_identitysajay mathew

Extremely professional, courteous, and fast. Plus a fair rate.. very grateful for the assistance

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perm_identityNeil Anand Singh

Great experience in filing taxes. Cost efficient and reliable service.

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perm_identityMithil Raval

Very cooperative and helpful. I would recommend people to consider them.

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perm_identityAishwarya Singh

Good service, quick turnaround time plus polite staff.

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perm_identitySanay shah

Tax filing was pretty smooth with the help of hardik.

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perm_identityRitwik Vaidya

Hassle free tax filing experience. Very professional.

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perm_identitySakshi Arora

Great service. Responded quickly and helped me understand the process.

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perm_identityMax Latte

Great and quick service; trustworthy and respectful, can only recommend for international citizens.

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perm_identityJay Shah

Provided correct guidance and help in filing tax return, very transparent and seamless service

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perm_identitySapan Mehta

They provide incredible support solutions related to my business. Their auditing and accounting is just on point.

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perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

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perm_identityrajshree pawar

Very professional! Helped me file my tax returns with ease.

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perm_identityprabodh gawande

Helpful and clear communication by Hardik. Provided good advice for my tax filing.

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perm_identityHimanshu Vyas

Dattani & Partners are extremely professional, helpful and quick. Very happy with their services and price.

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perm_identityJay Savani

Dattani & Partners delivers reliable and professional accounting services with exceptional expertise.

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perm_identityHarsh Furia

One of the best CPA service. I'm working with this firm since so many months now & have always received prompt & timely responses & excellent service.

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perm_identityDharmik Faria

Thank you Mr. Hardik Dattani for helping me with filing my tax returns effortlessly.

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perm_identityMohamed Thanish

Been filing taxes through them for 2 years now. They do a great job! Will be back next year as well.

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perm_identitylikitha Jain

He does tax filing on time and has a good knowledge about filing and everything related to taxation..he is trustful person..Iam giving him tax filing from past years..

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perm_identityketan jain

Hardik and team are very professional and help in every possible aspect of tax filing and related documentation work.

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perm_identityVaishnavi Pashte

Quick and easy Very professional with international taxation and visa issues. Helped me with my ITIN.

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perm_identitySai Manish

Seamless experience for all financial services

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perm_identityShamil Shah

Hardik is great CPA to work with. He clarified all of my doubts. I would definitely recommend him to my friends.

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perm_identityHarshal Jo

Good experience filing tax return. Sometimes needs follow ups but not too bad, very responsive to phone calls and helpful in answering questions.

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perm_identityPranamya Bhat

They were super helpful and helped me file both state and federal taxes, on time, seamlessly. 10/10 would recommend!

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perm_identitysneha bhalekar

I had a great experience working with them. They were really quick with resolving all the queries I had. Will definately recommend to all of my friends and family.

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perm_identityharshal kumbhar

Legitimate and very helpful from start to end during the entire process. I'll definitely recommend to all the new comers who are not sure how to file the tax

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perm_identityvignesh iyer

Dattani & Partners are well versed with filing of returns. The team is excellent and knowledgeable and help people in tax and Financial Planning.

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perm_identityRohan Nayak

Very Proactive , Knowledgable and Reachable. Would 100% recommend Hardik Dattani. Excellent service

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perm_identityANJU JACOB

This firm has helped me with the tax returns. They have an excellent team and the partner is knowledgeable and organized, they even guided me with better tax planning ideas. Thanks very much!

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perm_identityAvinash Kharche

I used their service for the first time this year and will use it for sure next year as well. Hardik has been very helpful in filling out my taxes.

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perm_identitySeema Mansukhani

A truly good firm with experts who provide excellent services and complete assignment on timely basis. Entertained all the queries speedily and gave us valuable advice which is really helpful. Most recommended firm!

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perm_identityAnish Desai

Had a great experience working with Hardik. Quick responses and smooth e-filing of the return.

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perm_identityApoorv Rajput

Dattani team filled my 2022 taxes. Overall, quick to respond, informative and goes the extra mile to explain things, and provides financial guidance. Good value for money.

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perm_identityTilon Sagulu (Tilon)

I'm an immigrant with no one to guide me. I found DP CPA over Google and this was the firm to guide me in small steps as what I should be doing. They helped me not only with my tax return but also report my foreign bank account and foreign income

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perm_identityRushabh Bhavsar

It was a great and very smooth experience working with Hardik for my tax return. Would recommend to anyone 10/10

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perm_identityPrasad Narse

I would like to say that they're are extremely professional and happen to be very detailed oriented in their work. They helped me in one my most crucial assignment with their expertise, deep knowledge and analytical skills. Highly recommended.

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perm_identityAbhishek Tuiwala

Amazing experience! Recommended by my friend. I was in India and they did my tax filling through one call only.

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perm_identityAniket Shinde

Overall experience was pretty good and required minimal effort from my end. They were available to answer all my questions and make modifications promptly when needed. Very cost effective as well. Highly recommend!

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perm_identityAdrian McAdory

Portal was easy to upload all documents. Return was e-filed same business day. Promptly answered all of my questions. Professional. Thank you!

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perm_identityPratik Deo

Availed their services for tax returns. Extremely Professional, knowledgeable and friendly team. Highly recommend to try their services. Also helped me in better tax planning. Thank you so much!

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perm_identityRohan Chatrath

It was my first time filing in the US, having moved states mid year it really became confusing! Hardik was extremely professional and warned me against bad practices that people would usually do. So appreciate all his help! Thank you again

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perm_identityVaidehi Chauhan

I recently had the pleasure of working with Dattani and Partners.From start to finish, they provided an exceptional level of service and professionalism. The team was knowledgeable, efficient, and always available to answer any questions I had. They went above and beyond to ensure that everything was handled smoothly and I was extremely impressed with their attention to detail. I would highly recommend Dattani and Partners to anyone looking for reliable and trustworthy services. Thank you for all your hard work!

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perm_identityKavya Harish

It’s been a great experience working with Hardik who was very professional throughout the process I would highly recommend if you’re looking to file your taxes really helpful for students like me keep up the great work

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perm_identityHardik Kapadia

Hardik is knowledgeable, easy to approach and quick in tax filing. I’d definately recommend the tax services by him to anyone.

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perm_identityShree Vardhan

Process of filing was very smooth. Hardik communicates really well and tries his best to save taxes

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perm_identityRahul Desai

Haven’t seen someone work this efficiently and fast! I must say his work is amazing and i am getting all my future taxes filed by him! I would recommend all my friends and give them his referral.

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perm_identityJasdeep Singh Gujral

I have been associated with this firm since 2019 and never had any issues. They will suggest smart ideas, make you feel involved for your money & tax goals and help you understand every bit of it. I strongly recommend this firm.

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perm_identityAkshay Pujare

They have excellent service with affordable prices. They are very transparent in their process and have answered all my questions with clear explanations. They helped me get maximum possible refund and gave me tips on investment too. Surely recommend this firm to everyone.

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perm_identityAbhinav garg

Amazing service. Hardik is really helpful and knowledgeable. Guides in the safest and best way possible. Highly recommend to F1 students for filing their taxes.

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perm_identityTanveer Shinde

They offer great service at reasonable costs. They are quite open about how they work, and they have provided me with clear explanations for all the inquiries I had. They advised me on investments and assisted me in getting the most refund possible. Definitely suggest this company to everyone.

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perm_identityKewal Mehta

Hardik was very helpful and supportive throughout the process. He answered all my questions patiently and to the point. Overall a great experience and I would really suggest everyone to use their servies.

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perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

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perm_identityDev Kumar

Filing taxes with Dattani & Partners was convenient and easy. Quick response time to additional queries as well. I highly recommend their services.

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perm_identityRahul Desai

Very quick and one of the most trusted to file your taxes. I have been filing taxes with them since the past 2 years and have felt very reliable and comfortable.

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perm_identitySaneeka K

Hardik provided exceptional tax assistance filing assistance, addressing all my questions with clarity and efficiency. Highly recommended!

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perm_identityGaurav Nirman

I got referred via one of my friend. My experience was good, and the tax was filled quickly in a couple of days. The charges are pretty decent as compared what other popular platforms charge. Overall am convinced.

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perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

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perm_identityakul prabhudesai

The service and response to queries is really good. I am an F1 student on student visa. Hardik helped me to file tax return and get maximum possible benefits. They have an excellent team. Hardik also helped me with my questions with good explanation.

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perm_identityLakshman Iyer

I am a student here on my F1 visa, Hardik helped me with my tax filings and fetched me the maximum eligible refund. Also, additional tips for investments and finance were very helpful. Brilliant service overall.

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perm_identityChiru

Filed Tax returns for me too, very nicely infront of us. Happy to recommend because of their pleasant, genuine and affordable service and moreover clarified my queries clearly and also completed in time.

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perm_identityVineet Malik

I have had the pleasure of working with Hardik for several years now. Being based in Hong Kong, Hardik has been a boon to us in terms of managing our US tax returns and other related matters. Will strongly recommend the services of Dattani & Partners.

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perm_identityAlisa Bhaskaran

Hardik has filed my taxes for two years now and for me my tax filing has been complicated with the name issue of FNU. Has tackled my issue with patience and knowledge and helped me find a way through it! Highly recommend him for hassle free tax filing

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perm_identityRishi Madethatt

Dattani & Partners, CPA were very thorough in reviewing all of my tax documents and ensuring that everything was accurate and explained everything to me. They are very knowledgeable about tax laws for and helped me file taxes for multiple state and federal. Highly recommend them to anyone in need of tax preparation services and will definitely return to them for all of my future tax needs. Thanks!

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perm_identitylakshmi ratna Kancherla

Very responsive and efficient set of folks! Thank you team :)

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perm_identitySachin Pise

I am filing my taxes from last couple of years with this firm and always had great experience . No issues at all , promptly response and very professional service one can trust on. They are available 24 by 7 once you decide to go with them and treat each of your issue as individuals. Dedicated staff and quality work .

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perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

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perm_identityVincenzo Palmieri

Very straightforward process for filing taxes, highly recommended

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perm_identityYogesh Prasad

I had a great experience working with Dattani & Partners, CPA.Their team did the good job by collecting all the documents securely using Intuit portal & filed my 2023 Tax Return quickly. Looking forward to working with them again next year for my 2024 Tax Filing.

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perm_identitySaish Sankhe

Had a great experience with them! Hardik promptly answered all my queries with detailed explanations. Would definitely recommend! Edit: filed tax with them for 2 years in a row, and would definitely keep filing in the coming years. Great service!

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perm_identityMihir Nade

Dattani & Partners, CPA, thoroughly reviewed all of my tax documents. This is my 2nd year with them, and the process has been seamless and less time-consuming. I highly recommend them to anyone in need of tax filing.

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perm_identitysweta rai

We filed our taxes this year via Hardik. We have been using multiple firms since last 2-3 yrs and we have the best experience with Dattani and Partners. Super professional and Hardik was always available to answer our questions.

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perm_identitySumukh Sharma

Hardik and his team made the tax filing process seamless and stress-free. They provided all the necessary information up front, including a digital form for submission. After reviewing the provided information and files, they were diligent in addressing any questions or concerns. Hardik and his team provided personalized attention until all questions were answered for both parties. I highly recommend Hardik's services for tax filing and will continue to use his services in the future. Best wishes to Hardik and his team!

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perm_identitySapna Thakkar

I was nervous about filing my taxes for the first time, but the team at this accounting firm made the process easy and stress-free. They answered all my questions and helped me maximize my deductions, saving me a lot of money in the end.Their team was professional, knowledgeable, and responsive, and they provided the level of service I was looking for. I highly recommend them.

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perm_identityBhavesh Goswami

Hardik has been filing my tax returns for multiple years now and has been instrumental in helping me with great financial advice. He has gotten me out of jam for previous tax filings that I had with other tax firm. Highly recommended.

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perm_identityShruti Bamane

Incredibly positive experience. Hardik’s expertise and professionalism make the process seamless and stress-free. I highly recommend for anyone seeking reliable tax services.

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perm_identityBalvinder Arora

I have been getting my tax returns filed thru this firm for quite a while and I must say that they have a fantastic team. Great support from beginning to end of the process. The team is very well informed and goes the extra mile at every stage. Keep up the good work.. I would recommend them unreservedly.

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perm_identityNaren K

They provide the best service and guidance in the tax filing domain. The one thing I love about them is that they do their proper due diligence while performing any task given. Also they'll guide you on topics they are well versed about (they know almost everything), if they don't they'll guide you to someone who has expertise. Once you avail their services you'll understand why they are always at the top of their game. I would highly recommend their services as they are also student friendly if you are on a budget

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perm_identityHardik Parikh

Mr Hardik is very cooperative, kind and diligent human being. He has excellent service. I have very good experience with his Services. I highly recommend each to take advantage of his service.

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perm_identityPradhan Gowda

Really easy to work with them to get your tax filings done

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perm_identityOjas Thanawala

Amazing service, very professional and quick! Would highly recommend!

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perm_identityChirag Shah

This is my first time filling taxes jointly with my wife who is on H4 Visa. Hardik made this process so easy and clear. He helped me filling the taxes with no issues and explained each process. Also guided me with getting and appointment for ITIN and what is needed for that. I would surely recommend to use his services.

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perm_identityApoorva Patil

I have been using their services for the last three years now. I called yesterday and was able to speak with my tax professional, Hardik, right away. He sent me a list of documents that I needed to submit to him. I needed more preparation with all the paperwork I had to upload to the portal. Hardik was extremely patient with me, and we got my taxes done in a fair amount of time. I was happy with my refund amount; he is a knowledgeable professional. I will use their services again and highly recommend this company, as my experience has been excellent.

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perm_identityFatima Quraishi

Hardik and team are responsive, reliable and fantastic to work with.

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perm_identityVasanth Kumar

I had a seamless and pleasant experience preparing and filing my 2023 returns with Hardik from Dattani & Partners. His attention to details and very proactive, timely responses definitely gave me a fulfilling overall experience on my IT returns this year and I would definitely recommend his services for anyone looking to file their returns.

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perm_identityShubham Phatale

Easy way to file your tax returns very helpful and knowledgeable team.

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perm_identityHarshit Joshi

They are responsive and they will give you all the details you need. In short, you can trust them with your finances.

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perm_identitySai Anurag Pichika

I had an exceptional experience working with Mr. Hardik from Dattani & Partners for my tax filing this year. His professionalism, expertise, and attention to detail made the entire process seamless and stress-free. He took the time to understand my unique financial situation and patiently answered all my questions. I highly recommend Dattani & Partners for anyone seeking reliable tax services.

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perm_identitySahil Mody

Excellent service and professionalism! They are professional, transparent, and handle everything responsibly. Highly recommended!

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perm_identityManan Sheth

I have been filing my returns here for 3 years now. Perfect service, no scams and reliable.

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perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

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perm_identitysanthi P

Very good services .Hardik is very attentive , organized and helpful. Our taxes were filed promptly

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perm_identityMadhuparna Bhowmik

I needed last minute help with filing my tax returns, they were very responsive and filed my tax return before the deadline at a reasonable price.

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perm_identitybinny rao

Had a great and reassuring experience with Dattani & Partners, CPA—especially Hardik, who was incredibly approachable.Would highly recommend them for stress-free tax services!

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perm_identityArnhav Datar

The taxes were filled perfectly. All responses were very prompt and professional as well. I would definitely recommend to anyone looking to file taxes.

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perm_identityGeet Chheda

They really make your tax filing much easier! Hardik and his team are very approachable. Highly recommended.

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perm_identityAnkit Goyal

I contacted Dattani & Partners to help me with my tax filing. They are very professional. The process is very easy and seem-less. Highly recommend them especially students on visas.

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perm_identityPriyank Jungi

Fully satisfied with tax filing services. Very prompt and patient with your queries. Professional, honest and accommodating to your needs. Recommending them to my friends and family.

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perm_identityMaulik Modiya

Dattani & Partners, CPA has been handling my taxes for the past two years, and their service has been excellent. Always professional, responsive, and reliable. Highly recommend!

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perm_identityCheryl Wolf

Hardik saved my husband and I during tax season this year! We’ve always done TurboTax on our own and thought we could do that again but turns out our tax situation is now too complicated and TurboTax hence was showing crazy inflated amounts for state taxes. We found Hardik a week before the deadline and he came through and delivered ahead of time. He not only did fantastic work but was always available to help and answer any questions! Highly recommend!

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perm_identityVishal Pandey

Been filing Taxes with Hardik for over 3 years now. He is the best in the market, responds quick, advises you what’s the best for you to do. And is always there to help as a friend. Highly recommend him!

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perm_identityShreyas Hervatte

Excellent, professional service from a knowledgeable and responsive team. I was impressed by how promptly they got back to me, even during the peak tax season in early April. Highly recommend for anyone looking for reliable CPA support

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perm_identityPankti Gandhi

Been using Hardik's support since a couple of years now to file my taxes. Extremely efficient and seamless experience. Response rate is really quick and is always there to answer queries. Would definitelyrecommend this service!

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perm_identityJaimeen Thummar

I had an excellent experience filing my taxes this year. They helped me identify deductions I might have missed and ensured everything was filed accurately and on time. I felt confident throughout the entire process, and communication was always prompt and professional. Highly recommend their services to anyone looking for a stress-free tax season!

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perm_identityhetali shah

I recently engaged Dattani & Partners, CPA for my tax return filing and had a very good experience. The service was personalized, professional, and prompt, which made the entire process smooth and stress-free. I am highly content with their services. I would definitely recommend them to anyone looking for reliable tax return filing assistance.

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perm_identityAquib Vohra

Dattani & Partners CPA LLC made filing our 2024 tax return smooth and stress-free. Their team was responsive, professional, and got everything done quickly. We really appreciated the honest guidance throughout the process. Highly recommend them if you’re looking for reliable and efficient CPA support.

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perm_identityAnirudh Naulay

I looked up Dattani partners on Google and gave hardik a call. In our first conversation, it was evident that hardik is knowledgeable. I gave him a shot, and am not disappointed at all. He is patient and will answer all your questions. I reached out a week ago and he was still able to file my taxes in a timely manner. If you’re looking to get your taxes done right, don’t look further! He will be my CPA moving forward.

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perm_identitytejas bhakre

As being our 1st tax return filing after moving to the USA, we were having too many questions and that was the time when our friends recommended us Dattani & Partners. We had the pleasure of coordinating with Hardik Dattani to file our tax return, and we couldn’t be more satisfied with the experience. From start to finish, he was professional, knowledgeable, and incredibly thorough. Hardik took the time to explain everything clearly, answered all our questions with patience, and ensured we maximized our deductions while staying compliant. If you're looking for a reliable and skilled CPA who truly cares about their clients, we highly recommend Dattani & Partners.

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perm_identityDeborah Tracey

Excellent services, great knowledge and experienced professionals! They have all that you might need for the successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

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perm_identitySukhy Hare

Quick. Knows his stuff. Very friendly.

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perm_identityrushik bhuva

Awesome service, available anytime, great knowledge

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perm_identityIlango Sivaraman

I am impressed by Mr. Jagdish Shaw's interest, Knowledge and follow up

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perm_identityIshaan Kapoor

Jagdish was very helpful to help me revise my taxes

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perm_identityDipesh Dalsania

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

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perm_identityPrashant B

I had great experience with Virtual account and tax solution. They are knowledgeable, friendly and very responsive.

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perm_identityBedarul Islam

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours .

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perm_identityHoracio Pellegrino

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

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perm_identityanitha reddy

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

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perm_identitymudit pradhan

I recommended Mr. Shah for tax consultations, he is very knowledgeable and has good work ethics and co-ordination skills. He not only prepared my taxes but also helped resolve the queries I received from the IRS after tax filing.

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perm_identityViral Intwala

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

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perm_identityHardeep Sawhney

We've been using Jay Shah from Virtual Accounting since 2016 and I can only say that it's been the best Accounting decision we've made. He's very thorough and prompt with his compilations and reports. We need to submit Financial Audits every year and Jay has been very diligently providing all extensive Bookkeeping reports to our CPA to assist him with the Audit. He also assists us with business forecasting, budgeting resources and utilizing receivables tracking mechanisms. All in all I would've given him a Seven Star rating if it was available.

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perm_identityKrunal Patel

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

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perm_identityWayne Thompson

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

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perm_identitySiddarth Jayamoorthy

I used Mr Jagdish's service for personal tax prep and he did an overall excellent job for a very reasonable price. My case was a little complicated and he was thorough in his manner and patient in answering my questions. I tried another service before him, rated highly on Sulekha and they were a horror story- weeks of back and forth, constantly having to follow up. In this business timeliness and communication are as important as skills and on that front, Mr Jagdish was very professional in his communication and quick to reply. As the name suggests, Virtual Accounting is a remote service and is completely online; I don't live in NJ (out of state) and that was no issue. No messy in-person meetings and physical mails! Definitely recommend!

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perm_identityVenu Bolisetty

I reached out to Mr.Jagdish as we were looking for some help this year. We had to file an additional state tax and we had a few additional questions this year and so we decided to pay for a CPA. I'm so glad we did! First, Mr.Jagdish is extremely professional and very responsive. He responded within 15 minutes of sending a generic request over email on a Saturday afternoon. Second, he sent timely reminders to send over additional documents so the process didn't stall for too long. Third, after completing our taxes he did a comparative analysis of how our taxes/withholding changed from the previous year. It helped us understand a few things about tax withholding and planning for next year. Fourth, we had some questions that required additional research and he was extremely thorough and charged a reasonable fee for his consultation. Finally, we are buying a home this year and we are going to schedule a follow up session to optimize our withholdings and retirement savings in order to avoid lumpy tax bill next season. As others have already stated in their reviews, he conducts his entire business virtually which is a great benefit in and of itself. After the initial conversation with him, I didn’t even bother with shopping around as I genuinely appreciated his responsiveness and professionalism. I highly recommend his firm!

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perm_identityT I

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

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perm_identitychandresh natarajan

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

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perm_identityMubin Amirali

Very professional with their work.

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perm_identityMazhar Ali

Been using their services over the past 3 years. Tony has been very professional with the services provided

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perm_identityArsalan Zafar

Ali Kazim was amazing

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perm_identityAlladdin Shareif

Good and fast

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perm_identitySajida Murtaza

A very qualified and professional team

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perm_identityNithya Srinivas

Establishment with expirenced professionals and great customer service

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perm_identityHamid Raza

Excellent customer service very professional and friendly.

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perm_identityAbbas Shah

Thank you, very nice people, good service and reasinable price

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perm_identityAtif Umar

Best Services & Very Professional.

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perm_identityzia zaidi

They are the Best place to file the Return and get maximum money back in Refunds.

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perm_identitySadaf Abbas

Excellent service.Highly recommended, very cooperative

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perm_identityAziz Mohammed Abdul

Excellent and fast service. I saved a lot of taxes.

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perm_identityMir Ali

Excellent customer service, people are professional at affordable price. I would recommend anyone for the services.

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perm_identityIsrar Hussain

Mr. Lakhani and the team are extremely courteous , I would recommend every body to contact Mr. Lakhani and enjoy the professional wisdom and financial advice.

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perm_identityChris Robinson

Came in for my taxes and must say, tony is experience, informative and very helpful nature. Highly recommend

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perm_identityAli Kazim

I'm grateful for Texas Finserv Inc. Excellent customer service, and extremely helpful. They are super responsive.

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perm_identityEddie Boo

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

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perm_identityMaria Daud

Amazing service he saves us a lot of money

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perm_identitySadiya Fathima

Very professional and knowledgeable tax personnel. They have made my filing very clear and easy.

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perm_identityJaime Arriaga

Would definitely recommend to others very helpful and understanding. Helped me in everything I needed and very good service helped me understand everything and all questions I had.

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perm_identityDinesh Sekar

I have been filing taxes for the past few years in Texas Finserv. Absolutely satisfied with the process. I will definitely suggest everyone to file taxes here.

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perm_identityDANIEL FITW

Tanvir lakhani is a very professional individuals and expert in what he does. Texas finserv has been managing books and taxes for 3 of my companies

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perm_identityIndus Transportation Inc

we filed our taxes with them for last 3 years, loved the honesty and hospitality that we recieved. Highly Recommended!

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perm_identityGopal Arunachalam

Texas FinServ is a one stop shop for tax planning, tax filing and consulting services . A team of Professionals, Efficient and diligent with reasonable pricing. Strongly recommend to anybody who is looking for the Tax and Accounting services

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perm_identityBina Gupta

I am very happy with Texas FinServ services. Using them for several years.. Very knowledgeable team. We refer them to our friends all the time.

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perm_identityHassan Jafri

They’re very professional and they’re very efficient whenever I needed anything regarding my tax returns as well. I’d highly recommend!

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perm_identityMr Waquar Rizvi

I recomanded TEXAS FINSERV INC a best financial services in town. Very warm welcome and best customer care. One on one service basis ...Mr Tanwir ( Tony ) a very professional personality. On time service deliver.

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perm_identityYoly Romero

Ali does a great job when doing our sales tax, and tax returns! Highly recommend coming to do your taxes!

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perm_identitySajjad Mithwani

Taxation filed at its best Smooth in and out process to file your taxes Tanveer lakhani very knowledgeable 35+ years of accounting experience great person to work with.

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perm_identityVikas Advani

Tanvir and his team are one of the better accounting/ tax firms I have ever worked with. Would highly recommend them to anyone in need of accounting/ tax advisory service with excellent customer service.

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perm_identityAhmed Shamsi

Wonderful experience working with Texas Finserv, always kind and ready to help with any requirement 1 could think of. Indeed true they are the industry experts having vast knowledge and experience of Taxations, Audit, Formations, really helped us in having our operations smoth.

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perm_identityMuhammad Waleed

3 years in and never disappointed, Kazim and Tanveer have an extensive command over what they do. 10/10 would recommend.

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perm_identityAAMIR SALEEM

I will highly recommend this office for all Tax related work. Mr Tony is very professional and very curtious. Office environment is excellent. Ali did made it sure that my all information is correct and he is very helpful professional guy , make u feel very comfortable. In short they are wonderful people and willing to help !!! Thank you everyone!!!! You guys are Best !!!

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perm_identityArshad Khan

Good experience excellent work. Quick and better refunds. Kazimierz is very experienced guy. Humble and very caring gentleman.

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perm_identityMian Adeel

I will highly recommend this office for all Tax related work excellent service

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perm_identityMichael Pratt

I couldn't be happier with the assistance I have received from Tony Lakhani and his associates. They took a huge burden off my back and solved my tax problems with efficiency, patience, and good humor. I can recommend them unreservedly and will use their services in the future.

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perm_identityUnknown

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time. Thank you , Ayesha !

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perm_identityJyotsna Sharma

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

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perm_identityatul saini

Shemsher , Is great tax person he give s great tax service and advise on tax saving. It is great place for Tax service.

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perm_identityJ. P. Samala

Laddi is knowledgeable in Indian and US tax laws, investments and real estate. He is very pleasant to work with. His advise on various everyday tax and personal financial planning matters is excellent.

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perm_identityVeeresh D

In 2016, I filed my taxes with NRI tax group. I really appreciate them for providing information and they made less tax amount.

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perm_identitymaninder sidhu

I have done my taxes with them last year and they offered the best possible service at good price. Highly knowledgeable and welcoming staff. I also referred this place to my coworkers and family members.

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perm_identityTanjot Singh

My overall experience with nri tax has been great. Shamsher Grewal is a very knowledgeable tax professional and detail oriented.

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perm_identitydeiptii medha

The overall experience with NRI Tax Group is beyond an expression. The finesse and the skillfull handling of my work has made me undoubtedly loyal to them. I would for sure recommend them to my friends as we can be absolutely care free while getting the taxes done by this remarkable group

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perm_identityanand sharma

Very rarely, you find a CPA and tax accounting practice that actually gives advice. I had such a bad experience with some of the CPA that advertise on the radio. The hardest part of any CPA practice is to give time to its customers, and that's what NRI tax group does. They gave me enough time while filing my taxes. They provided advice that saved me taxes on my stock options, RSU's, and with my foreign tax reporting for India assets and bank accounts. Please don't waste your time with other CPA's because no one gives advice. By the way, they also specialize in India's tax planning and filing. I also met their sister company NRI Wealth Management. It was great to collaborate with the CPA and Certified Financial Planner at the same time under one roof. Believe me that has never happened before and I have been filing my taxes since 1995 in the US.

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perm_identitypaul hinduja

Shamsher Grewal and his team is very knowledgeable, experienced, highly skilled and talented tax professional. He has great knowledge about rules and regulations for taxes in US and India which is good for Indian Community and can handle any type of tax matters efficiently and effectively. His advise on various tax laws is excellent. I highly appreciate for his service.

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perm_identityParmjeet Sidhu

Shamsher Grewal is very knowledgeable and experienced tax professional. He is very well versed in international tax laws, individual and small business taxes. The fee is very reasonable and service is top notch. The office staff is very welcoming and helpful. I have used their services since last 2 years. I recommended them to my friends and relatives.

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perm_identityGurkirat Singh

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

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perm_identityJagmohan Sidhu

I have been a client of NRI Tax Group for the past 8 years, and I can confidently say that Mr. Shamsher and his team provide exceptional service. Shamsher is a highly knowledgeable and experienced tax professional, well-versed in international tax laws, individual, and small business taxes. His expertise is unmatched, and he consistently delivers top-notch service. Not only is the fee structure very reasonable, but the office staff is also welcoming and extremely helpful. The overall experience of working with NRI Tax Group has exceeded my expectations time and time again. I highly recommend NRI Tax Group. Their expertise, reasonable fees, and exceptional service make them stand out in the industry.

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perm_identitySteven Isik

HELPFUL AND NICE PLACE THANKS FOR HELPING

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perm_identityNANAK Transports, INC.

The BEST CPA in Town...

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perm_identityanthony gardner

Amazing tax professionals!

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perm_identityLaxman Sunder

Excellent friendly efficient and will highly recommend

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perm_identityachiou fares

Awsome service Awsome saff. God bless you

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perm_identityAxay Patel

Staff is very helpful. They will helpful for me a lot.

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perm_identityRoopesh K Sonkusare

Shiva, is awesome and did great job for my taxes

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perm_identityDeep M

Great Service! Very attentive to your tax needs.

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perm_identityChirag Patel

One of the best CPA in town. Office staff is prompt and courteous.

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perm_identityMansoor Ahmed

Been going here for 10 years, couldn’t of asked for better service and knowledge

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perm_identityMohammed Alamgir

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

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perm_identityDavid melendez

Davesh Pathak is the best cite to do your. Taxes you will get the best costumers services I. Recommend them.

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perm_identityTrasy Ashton

They are super duper awesome and so good with taxes!!! I love them!! They rock!!!!!!!!!!!! So glad I found them!! Thanks for all your hard work and dedication to helping others get their taxes done!!!!!!!

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perm_identityElaine Marie Cantu

Great service! I have been coming to Shiva for 10 years, referred to all of my friends and clients for personal and business.

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perm_identityDenisse Ramirez

We been customers At Devesh Pathak for more than 3 years. We are very pleased that we brought our business to them, they have guide us and answer any questions we might have regarding our business. I highly recommend them!

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perm_identityaayush mahat

The team at this CPA firm goes above and beyond to provide a level of assistance that is truly commendable. If you're seeking a CPA firm that not only meets but also exceeds expectations, I wholeheartedly recommend this outstanding establishment.

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perm_identityKalyana Ayyaswamy

When I moved to US to start a business, the process to handle all my company affairs, accounts, bookkeeping and tax returns are taken care and done perfectly. Just reach out to Dev CPA office and all services taken care. Well Done Thanks team.

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perm_identityTelfair Montessori

Devesh Pathak CPA is quite knowledgeable about tax laws and is very thorough in tax filings. We also do payroll with them. Their payroll staff is quite professional and we can count on them for error-free processing of our payroll. Would strongly recommend!

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perm_identitymike arora

Helped me save a bunch on my taxes. They were quick, knowledgeable and extremely helpful.

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perm_identityRakesh Bansal

I have been working with Devesh for over 5 years and he is the most knowledgeable CPA I have known. He has been instrumental in my tax planning, strategy and filing. He has helped me and several of my investors and friends save a lot of money by his tax planning skills.

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perm_identitySyed Asghar

Both Devesh Pathak and Shiva Poudel are a delight to work with. They are very knowledgeable in the tax laws and save maximum allowable money for their clients Shiva was very conscientious in his work and spent valuable time to study my case Definitely recommend their services for tax planning and preparation

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perm_identityShoeb Mukhi

CPA Devesh Pathak helped me with my tax filing this year. I recently had the pleasure of working with Devesh pathak and team for my tax filing. From start to finish, the experience was outstanding. Shiva demonstrated an in-depth understanding of tax laws and regulations. They carefully reviewed my financial documents, ensuring accuracy and compliance. Their attention to detail was impressive. Unlike generic tax software, Shiva took the time to understand my unique situation. They asked relevant questions and tailored their advice accordingly. I felt confident that my return was optimized for maximum benefits. My return was prepared promptly, and Shiva kept me informed throughout the process. No last-minute surprises—everything was handled efficiently. Thanks to DEVESH’s expertise, I received a higher refund than I anticipated. Their knowledge of tax-saving strategies made a significant difference. They were respectful, responsive, and dedicated to providing exceptional service. Devesh’s team exceeded my expectations. If you’re looking for a CPA who combines expertise with personalized attention, I wholeheartedly recommend Devesh Pathak CPA.

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perm_identityBrian Cathey

I had a very positive experience doing my taxes with Mr Pathak and his firm. They have an easy to use portal to upload documents and communicate back and forth. There responses were prompt and fees were very fair and reasonable. Was able to take care of my remaining tax liability before even leaving the office. Would recommend them if you need help with your taxes or LLC.

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perm_identityAravind M

They are responsive and work with you to provide ways to legally save on taxes

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perm_identityIT QA Professional

I used to do my tax returns when I was in Atlanta. Good to hear ,would love to work with you on estate planning which i am bit excited to see how this works. Thanks for your initiative and appreciate your help to the community.

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perm_identityChitwan Dhillon

We had the consultation meeting. We learned things which we didn’t know earlier . In my opinion, Chetan is knowledgeable in what he does and we plan to do our tax filing with him this year. Happy with the service.

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perm_identityHerve Ingende

professional. great experience.

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perm_identityNag Manthena

Excellent Service and very professional

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perm_identitySuchit Lingam

Very quick and knowledgeable!

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perm_identityTharun

Probably the best place to file your taxes.

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perm_identityNavakanth N

Very professional service

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perm_identityKalyan Sreeram

Filing tax returns never seemed so easy.

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perm_identityDeegee Mindy

Very informative, very helpful. I would highly recommend them!

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perm_identityChandni Patwa

Very diligent and friendly service. Highly recommend.

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perm_identityjagadeep Surapaneni

Very professional and good value to your time.

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perm_identitysrikanth Js

Pretty diligent at what they do and great support Overall!

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perm_identityMazen Nabulsi

Strong experience in the field, highly recommended if you need proven results

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perm_identityChetan Khandar

Great service!

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perm_identityRevanth Kumar Gudimalla

It was pretty fast and easy. Very professional and quality work.

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perm_identitySai Monish

Probably the best place I went for filing my taxes, very friendly, quick and on-point.

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perm_identityKunjal Patel

Love the service. Chetan is very professional and always willing to help.

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perm_identityG P

very fast service ! Joint filing with income from India, it took 24 mins ..!

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perm_identityKeerthi Kotha

You guys are the Best! I have come across in terms of Taxes. I am glad that I picked you guys for filing my Taxes.

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perm_identityPraveen E

Very professional and very accurate Tax preparation, I would advice to call and talk to them.

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perm_identityRayvelyn K. DeJarnett

Excellent service. Highly recommended!! 2 years later he is still the best all around!!!.... Thanks for stellar service.

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perm_identityRuthvij Polasa

Very professional and helpful assistance with tax needs. easy to schedule the appointments and file the taxes

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perm_identityAjit Sahoo

Extremely courteous and professional. Have been using their services for last 6 years. Highly recommended!!

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perm_identityKedar Pai

Very detail oriented and works for the customer to help maximize tax returns, legally.

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perm_identityVenkataraman Subramaniam

Highly recommended! They know what they are doing and found ways to save and even get me back some significant refund from prior years.

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perm_identitySelvan S

had a great experience with MMTi. Appreciate their quick turnaround when I reached them for IRS audit queries

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perm_identityPhil Perry

Filing taxes is never fun, but at least MMTI makes it painless! Fast, thorough and easy to follow explanations are the norm here Great service!

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perm_identityKeerthana Srinath

Smart and Kind people! I am glad I chose them. They not only filed my taxes but also advice on how to manage my finances. Worth every penny spent.

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perm_identityabiyain alfonzo

They helped me a lot as an Inmigrant it was really hard to fill my taxes and there are a lot of things you cannot do with online services, in fact I tried a couple of ones and this was my last option. They attended me very well and solved all my problems.

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perm_identityKamlender Singh

Professional & knowledgeable team. I would highly recommend Chetan's team to any one looking for managing their personal & business profile. Glad to be linked to this team.

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perm_identityLakiesha Fason

Very Knowledgeable about laws and takes his time going through your paperwork so that its clear what is happening with your money. Also shared valuable info on how to grow your money. If you nornally dont have accoutant to prepare your taxes this is the best place to come because you want to feel at ease and Knowledgeable about your taxes

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perm_identityVanessa Jimenez

Professional, efficient and they explained my return in a language we understood. Most important afford for all the careful & detailed work they put into preparing our Federal & State taxes.. Now they are managing my business taxes as well.

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perm_identityGopal Raval

Miracle worker! MMTi is AWESOME!!!! I had a very positive experience working with MMTi to file our '09 & '10 taxes and will definitely be going back to MMTi next year. MMTi team extremely knowledgeable and up to speed on the latest tax laws. MMTi was professional and took time to understand our situation so MMTi could provide the best tax solution. I highly recommend.

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perm_identitySuresh Kumar

MMTI is very organized and professional in its services . Chetan was knowledgeable and courteous in giving tax advices and tips to his clients.

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perm_identityCK Hannarong

I reached out to them via email, but I have yet to receive a reply.

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perm_identityJinal Shah

I am filing both business and personal tax returns with Chetan . He is best and knows how to save money legally with no hassle . Tulsi’s work is also best .

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perm_identityVinodh Rapolu

Chetan is nice and good knowledge about opening a new business license. He patiently answered all our questions and gave good suggestions, like how to start a small business

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perm_identityPulkit Agarwal

I am an investment manager, and Chetan was super helpful with advice around not only how to save today's taxes but how to invest tax free in the future. Knows all the small nuances.

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perm_identityShekhar M

I had a Tax consultation with Chetan and he was very helpful, answered all my questions in detail and gave good advice. I highly recommend Manage My Taxes Inc.

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perm_identityTharun

Manage My Taxes was very efficient in filing my tax returns. Chetan was very helpful, answered all my questions in details.

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perm_identityChandrashekhar Rane

MMTi provides some good ways to save my tax. Working with Chetan is a good experience, expecting to save more in the coming years. Overall is a good service by MMTi compare to HR & Block and other vendors available in the market.

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perm_identityShyam Patel

Very helpful in preparing my taxes very close to the deadline. Provides many suggestions to help for future tax fillings and especially helpful with foreign accounts.

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perm_identityAurelia Meloni-Ehrig

This was the first time we used the services of Manage My Taxes Inc. Thank you for all the previous reviews that made us decide to go there!! We were very pleased with the consultation, advise, and fast service. We will definitely use them again.

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perm_identityAnand Prakash

MMTX is a good company for tax filing purpose. Chetan is professional, knowledgeable and detailed, and share valuable information from time to time on filing taxes . Make sure you come prepared with all documentation to save time.

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perm_identityKrishnan Sampath

Chetan understands the tax requirements for each individuals and provide customized service. He has very good grasp of tax laws and his approach is very professional. I strongly recommend MMTI for all your tax needs.

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perm_identityRam Atluri

We have been with managemytaxes for our Tax filing since the last 3 years and we are very pleased with the service.. Other than taxes we learned a lot of things about managing the finances,Investments and benefits of IRA savings. I usually recommend Manage my Taxes to my friends ,But also wanted to write a review so everyone is also benefited.

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perm_identityDaniel Paul

Chetan is a smart and resourceful individual who knows his taxes. Each time i have gone to see him he has saved me sooo much money that the big box tax stores or software have both missed in the past. He is a very bright entrepreneur who has demonstrated his resourcefulness by helping me be aware of certain tax credits and deductions that applied to my circumstance that no one else has ever brought to my attention. He takes the near foreign language of the tax code and brings it down to simple English so i was better able to discern what was applicable to my circumstance. If you want to save money on your taxes please do your self a favor and go to Manage My Taxes Inc, with there competent staff and save yourself from the headaches of the other places. Loyal Customer Dan P.

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perm_identityTingli Xing

I have been using this company for my tax return for two years now. They are very efficient and helpful. They told me how to manage my money in the most beneficial way legally. I had very good experience with them. Highly recommended!

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perm_identityvinay chamarthy

Chetan did amazing work for us. He digged into our stuff so well and caught something we didn't even know to look for. He asked us the the right questions and have taken care of our whole family with patience and great care. Truly remarkable !

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perm_identityRishi Nagh Sattoor

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you’re tax returns.

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perm_identitySabeel Syed

Manage My Taxes was very efficient in filing my tax returns. They follow the IRS guidelines to the T and recommend ways to save. I strongly vouch for their services as their USP is not just their ability to calculate but also ensure the customer is educated about their own finances.

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perm_identityKrishna Chaitanya Sarvepalli

I was referred by a colleague and filing taxes with Chetan was so easy and he has explained quite a lot about all the optional forms which will reduce Federal taxes. Thanks a lot. definitely recommend MMTI to anyone looking for good tax filing professionals.

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perm_identityBala Ranganathan

I did my previous year amendments also my current year taxes through Manage My Taxes. Chetan and his staff is knowledgeable and able to maximize my returns. I would recommend them especially if you have complex returns.

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perm_identityUdhay kumar

MMIT has been extremely great in helping me prepare my taxes and they even gave valuable advice on how to manage my finances better.. I really loved working with them as they know what they are doing, I would recommend them. especially Chetan is very knowledgeable and helpful.

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perm_identityNeel Patel

Very knowledgeable and helpful. Takes time to answer all your questions thoroughly.

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perm_identityElizabeth

If I could give ten stars, I would!!!! The team at Manage My Taxes Inc is professional, efficient, and knowledgeable. I will use this company for all my future tax-related needs. HIGHLY RECOMMEND!

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perm_identityMohammad Ismail Gundlur

Chetan is extremely knowledgeable and professional. We approached him to consult and seek guidance on a variety of tax related questions. He explained it in detail and also provided pros and cons of various options. I would highly recommend if anyone is in need of tax advisory or tax services.

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perm_identityKishan Bhula

Chetan and his team are great tax advisors and know the ins and outs of the tax codes. It really helps put things into perspective for your specific tax situation and takes the guess work out of planning and filing.

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perm_identityTom Bishop

Highly recommended!!! Very professional service. In the past I have used Tax Cut to muddle through my taxes. But now I was behind a year and have a rental property and other deductions that I was unsure how to handle tax-wise. No problem for Chetan. He made filing taxes so easy! I will definitely be back next year.

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perm_identityShishir Ranjan

This is my 3rd year of doing taxes and to say the least, I’m extremely satisfied and happy with the services I get. I have been filing taxes for last several years now but I’m glad I shifted to do taxes with Manage My Taxes. They are not just professional in the subject matter of taxes but also extremely professional in dealings, timelines, accuracy and ethical consultation. They overall understand your situation, holistically look at everything and give advice which you can’t get easily. Yes, they do charge higher $$ as preparation fees but the value I feel I get is far better than what I used to pay elsewhere. The money spend here is more worth it and some great suggestions have helped me over the years to know what to do or not to do and maximize my refund. Kudos to the team. Keep up the good work!

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perm_identityshashank basavaraju

I setup a tax consultation recently with MMTI to get advice for my changed financial situation and was very impressed with the advice, not just on taxes, but finances as well. We touched upon various topics like self-employment, home buying/selling, FATCA and Chetan was very knowledgeable and shared valuable advice. Would highly recommend!

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perm_identityAmit B

Worked with Chetan and rest of MMT team over past few months. They helped me refile my taxes for last few years. Awesome team!

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perm_identityProsenjit Dutta

Chetan and his team at Manage My Taxes have been helping me file my taxes since 2010. I know that nothing I say about their efficiency, professionalism and attention to detail would be enough praise for this amazing team of tax professionals! I wish them continued success in their commitment to outstanding service to the community!

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perm_identityAmeer Padshah

Chetan is a life saver. Helped me navigate through my complicated tax situation. Am amazing experience overall. Would highly recommend to anyone looking to legally maximize their tax savings and financial planning

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perm_identitySowmya Sadhasivam

Responsive, quick turnaround for appointments from their team. The tax consultation with Chetan was super valuable, he not only took time to understand our current situation and offer advise on tax saving strategies but also introduced us to other investment opportunities. Highly recommend!

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perm_identityLavanya Arun Kumar

I recently had an opportunity to speak with Chethan and he is nothing less than exceptional. As a client, I was impressed by his professionalism and expertise. He stands out with his quality of being proactive to identify opportunities for financial optimization. Looking forward to continuing my professional relationship with Chethan by confidently entrusting the financial matters to their capable hands.

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perm_identityMansi Fadia

Chetan is very knowledgable and our taxes are filed by his team for past two years. I would strongly recommend his services to my friends and family.

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perm_identityPramodh Chanumolu

Of all the years I have been filing taxes , no cpa ever was this detailed and thorough. Chetan is excellent and has in depth knowledge about taxes. He will make sure we maximize our returns and takes appropriate time to go through the filing, help us understand and how we can maximize our investments. Highly recommend him.

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perm_identityAnjali Chhabria

Would highly recommend Tax strategist Manage my taxes for efficient services and being impromptu with their work. Without wasting any time. Very informative and educative on ways to save and make more money. This was my first time doing with them would definitely recommend them.

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perm_identityKarishma Katara

Hi Chetan, I just wanted to take a moment to thank you for all the help you've provided with my finances. Your expertise as a CPA has made a significant difference, and I truly appreciate your guidance and support. It's great to have a friend like you who can help navigate the complexities of taxes and financial planning. I feel much more confident knowing I have you in my corner! Thanks again for everything! Regards, Karishma & Abhinav

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perm_identityNitish Rangarajan

Really appreciate the diligent services by Mr. Chetan and his team. They were quick and efficient in helping me file my returns in a timely manner. Highly recommend. Update 02/22/25: They help clients understand how investing is important for the family. Highly value their service

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perm_identitySreevani Gaddam

I just had consultation call with chetan regarding my taxes for personal and business. It was an eye opening experience for me to go through different tax strategies that chetan went through. He is very knowledgeable and I am looking forward to work with him on my taxes. I would recommend him and the team very strongly for your taxes.

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perm_identityShoyeb Khan

Anyone currently doing their taxes on their own or have a CPA/Accountant working with, do yourself a favor and consult at least once with Mr. Chetan and team. I bet you won't regret. In the process to get my tax return complete for last year with Manage My Taxes and it sure has been a great learning, eye-opening experience so far just by having a review session. Looking forward to completing the file soon. Will share additional review if needed. Thanks again Manage My Taxes team!

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perm_identityLakshmi N Renganathan

I have been working with Chetan for my tax needs since 2009. I moved to west coast 10 yrs back and i still prefer to work with him for my yearly tax. His knowledge in finance and tax policy have saved me a lot. His team and him are easy to work with. They understand your specific needs and will work with you based on your timing.

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perm_identityDeshyra Hubbard

Chetan is very efficient, very detailed, he was very direct during our session and I learned a lot. He made me an amazing tax plan and is helping me save a lot of money, with a lot of strategies I never know about. ANYONE should work with Chetan, he is great.

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perm_identityChenthil Kumar

Chetan is very knowledgeable and thorough with his tax analysis. He spend extra time during his consultation extracted information from me and explained its tax implications which i wouldn't have known by self reading and research. You can save more end of the day.

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perm_identityShweta P

Review for Chetan – Outstanding Tax Planner When I first reached out to Chetan, my experience with his front office staff left me a little frustrated. I had to follow up a few times before things started moving, and the initial responsiveness wasn’t what I had hoped for. But after some consideration, I decided to take the plunge and booked a call with Chetan directly—and I’m so glad I did! Chetan is an absolute pro when it comes to tax planning. During our conversation, he took the time to listen carefully to my situation, and from there, he tailored a strategy that was not only practical but also well thought out. His ability to break down complex ideas and present them in an easily understandable way was impressive. He didn't just give me cookie-cutter advice; he took a personal approach and offered solutions that genuinely made sense for my circumstances. What stood out most to me was his attention to detail and the clear value he added. It’s rare to find someone who truly understands the nuances of tax planning and can turn that knowledge into actionable strategies that work for you. I felt like I was in good hands from start to finish, and the investment has already paid off in terms of the savings and efficiency he’s helped me achieve. If you’re hesitant or on the fence, I would absolutely encourage you to give Chetan a try. Despite my initial experience with his front office, I can confidently say that working directly with him is worth every penny. His expertise, personalized service, and commitment to delivering real value make him stand out in the field. You won’t be disappointed.

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perm_identityAmit Kiswani

I've had the pleasure of working with Chetan and the Manage My Taxes team since 2021. From the initial consultation call, they identified numerous legal savings opportunities that resulted in significant refunds when I filed my taxes with their team. Since 2022, I've taken advantage of their tax planning services for both business and personal taxes. The results have been astounding - my legal savings have skyrocketed! I highly recommend their tax planning service to anyone in a high tax bracket. The returns on investment are well worth it - you'll save multiple times your investment with Manage My Taxes in the first year alone. Their professionalism and thoroughness were truly impressive. I feel confident knowing my taxes are in the best hands. Thank you, Manage My Taxes Inc, for your outstanding service! Five stars isn't enough - I'd give them ten stars if I could!

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perm_identitySurya Narayana Prakash Sundaram

We have been having the pleasure of working with Chetan Jumani from Manage My Taxes Inc for the past 12 years and we couldn't be more satisfied with the experience. From the very beginning, Chetan demonstrated a deep understanding of the tax returns. His attention to detail and commitment to maximizing our returns has been truly impressive. Chetan provides us with insightful tax suggestions and investment advice tailored to our specific situation. He takes the time to explain complex concepts in a way that is easy to understand, empowering us to make informed financial decisions for our future. His professionalism, expertise, and personalized approach makes the entire process seamless and stress-free. We feel confident knowing that we have a knowledgeable advocate on our side. I highly recommend Chetan and Manage My Taxes Inc to anyone seeking top-notch tax consulting services.

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perm_identityNamrata Khatri

I’ve been working with Manage My Taxes since 2021, and their expertise has truly transformed my approach to taxes and finances. I’ve relied on their top-notch tax planning services for both personal and business taxes, and the results have exceeded all my expectations. Their professionalism, meticulous attention to detail, and commitment to ensuring the best outcomes for their clients are unmatched. They take the time to thoroughly explain strategies and ensure everything is compliant, giving me complete peace of mind. The value they bring to the table is extraordinary, and their services have made a measurable difference in my financial planning. I highly recommend Manage My Taxes to anyone looking for expert guidance. Their services aren’t just worth it; they’re an investment in your financial success!

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perm_identityShiva Vevuvenka

I’ve had an outstanding experience with Manage My Taxes and can confidently say they’re the best tax service I’ve worked with. From the moment I reached out, their team was professional, responsive, and incredibly knowledgeable. They handled my personal tax filing with care and precision, making the process seamless and stress-free.

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perm_identityrajarapu srilekha

It has been a pleasure working with Chetan and his team for my recent tax filing. Chetan is extremely knowledgeable, professional and definitely an expert at what he does. He took time to analyze our current situation and file for an extension in a timely manner. He also suggested helpful strategies to save more on taxes and introduced to other investments opportunities. Highly recommended!

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perm_identityHarsimran SINGH

His very nice ????

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perm_identityNAVJOT KAUR

he is kind and nice person . we like the way he work and our tax filling and other things were handled by raman sir . we been know for 1 year . thanks

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perm_identityStephan Hohil

Very professional. Takes the time to ask important relevant questions. Handles his practice and clients (me) with utmost respect. I would recommend Raman Abrol to anyone looking for excellent service.

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perm_identityShamroze Rashid

Amazing Person, Humble Kind, most importantly such a well educated professional knows how to handle client legal issues and gives right direction, Thanks for your service

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perm_identityJimmy Singh

I've been working with Inderpreet for my taxes, and I genuinely can't recommend him enough. He's incredibly knowledgeable, with a strong background as a former auditor, which gives him a deep understanding of tax laws and financial regulations. Every year, he goes above and beyond—not just filing my taxes, but actually helping me save money by identifying deductions and strategies I wouldn’t have found on my own. What really stands out is how cooperative and approachable he is. No matter how many questions I have, he takes the time to explain everything clearly and makes sure I feel confident in every step of the process. Working with him has been a game-changer for my finances. Absolutely top-tier CPA!

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perm_identitylakshmi ratna Kancherla

Very responsive and efficient set of folks! Thank you team :)

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perm_identityAnirudh Naulay

I looked up Dattani partners on Google and gave hardik a call. In our first conversation, it was evident that hardik is knowledgeable. I gave him a shot, and am not disappointed at all. He is patient and will answer all your questions. I reached out a week ago and he was still able to file my taxes in a timely manner. If you’re looking to get your taxes done right, don’t look further! He will be my CPA moving forward.

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perm_identityJaimeen Thummar

I had an excellent experience filing my taxes this year. They helped me identify deductions I might have missed and ensured everything was filed accurately and on time. I felt confident throughout the entire process, and communication was always prompt and professional. Highly recommend their services to anyone looking for a stress-free tax season!

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perm_identitybinny rao

Had a great and reassuring experience with Dattani & Partners, CPA—especially Hardik, who was incredibly approachable.Would highly recommend them for stress-free tax services!

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perm_identityVishal Pandey

Been filing Taxes with Hardik for over 3 years now. He is the best in the market, responds quick, advises you what’s the best for you to do. And is always there to help as a friend. Highly recommend him!

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perm_identityCheryl Wolf

Hardik saved my husband and I during tax season this year! We’ve always done TurboTax on our own and thought we could do that again but turns out our tax situation is now too complicated and TurboTax hence was showing crazy inflated amounts for state taxes. We found Hardik a week before the deadline and he came through and delivered ahead of time. He not only did fantastic work but was always available to help and answer any questions! Highly recommend!

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perm_identityFatima Quraishi

Hardik and team are responsive, reliable and fantastic to work with.

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perm_identityShreyas Hervatte

Excellent, professional service from a knowledgeable and responsive team. I was impressed by how promptly they got back to me, even during the peak tax season in early April. Highly recommend for anyone looking for reliable CPA support

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perm_identityVinay Nayak

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

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perm_identityPramodh Chanumolu

he is excellent and has in depth knowledge about this services

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perm_identitySuriya

As a client, I was impressed by his professionalism and expertise

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perm_identityAnjali Singh

Highly recommend

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perm_identityNitish Rangarajan

Am amazing experience overall. Would highly recommend to anyone looking to financial planning

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perm_identityGopal Raval

Very helpful in preparing

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perm_identitydialsunny

Anand was highly efficient in filing the tax returns. He is very knowledgeable.

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perm_identityRonce Rajan

Very professional, patient and helpful.

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perm_identityVijay Arpudaraj Antonyraj

Most trustworthy and knowledgeable team. Have been working with them for more than a decade and would highly recommend them.

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perm_identityVikram Reddy

I have used a manage my taxes' through a referral and have been very happy with services. While there are many tax services, you rarely come across someone who is competent in optimizing your taxes. For a long time, I have been self filing but decided to give them a try- I have been very impressed with the work so far.

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perm_identityShirin Vakilian

My husband and I have been using Chetan's help for our taxes for a few years now and are so glad that we've found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family !Highly recommend their business to anyone who's in the market for tax services.

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perm_identityChetan Khandar

Great service!

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perm_identityCK Hannarong

I reached out to them via email, but I have yet to receive a reply.

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perm_identityRishi Nagh Sattoor

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you're tax returns.

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perm_identityNeel Patel

Very knowledgeable and helpful. Takes time to answer all your questions thoroughly.

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perm_identityAmit B

Worked with Chetan and rest of MMT team over past few months. They helped me refile my taxes for last few years. Awesome team!

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perm_identityMansi Fadia

Chetan is very knowledgable and our taxes are filed by his team for past two years. I would strongly recommend his services to my friends and family.

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perm_identityChitwan Dhillon

We had the consultation meeting. We learned things which we didn't know earlier . In my opinion, Chetan is knowledgeable in what he does and we plan to do our tax filing with him this year. Happy with the service.

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perm_identityDeshyra Hubbard

Chetan is very efficient, very detailed, he was very direct during our session and I learned a lot. He made me an amazing tax plan and is helping me save a lot of money, with a lot of strategies I never know about. ANYONE should work with Chetan, he is great.

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perm_identityChenthil Kumar

Chetan is very knowledgeable and thorough with his tax analysis. He spend extra time during his consultation extracted information from me and explained its tax implications which i wouldn't have known by self reading and research. You can save more end of the day.

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perm_identityVara Prasad

Recommends Manage My Taxes Inc.

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perm_identityMohan Eashver

Tax Pro will bring you Tremendous Savings and give you Amazing Service. You will be floored at how fun it will be to do taxes with MMTi.

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perm_identityDeshyra Jaycee-Hubbard

Chetan is a great financial planner! He really takes the time to explain the tax strategies and how much money they are saving you. I've learned a lot and will continue to work with him. I recommend to anyone in GA! best tax strategist I've seen

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perm_identityAbiyain Fadez

They helped me a lot as an Inmigrant it was really hard to fill my taxes and there are a lot of things you cannot do with online services, in fact I tried a couple of ones and this was my last option. They attended me very well and solved all my problems. Thanks to their guidance, I was able to buy a home using retirements money without tax penalties.

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perm_identityCornelius Vaikuntam

I've had the pleasure of working with Giri Lankipalle for my financial services needs, and I couldn't be more impressed! Giri's expertise, guidance, and personalized approach have helped me achieve my financial goals. His ability to break down complex financial concepts into understandable terms is exceptional. Giri's passion for delivering top-notch service is evident in every interaction. I highly recommend Giri Lankipalle for all your financial services needs. You won't be disappointed.

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perm_identityYatinkumar Amin

One of the best approaches i have ever seen for knowing and solving any tax related issues. Highly recommended. Will get most satisfaction all time.

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perm_identityHarsha Mogaligundla

Ankita has been helping me with my taxes for the last couple of years. She is very reliable, detail oriented and makes sure that everything is accurate. I would definitely recommend her services for whoever is interested.

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perm_identityVijay Vaswani

I and my spouse file our taxes personal & Corporate for many years through Ankita Amin CPA located in Edison, NJ. She is great professional, knows her job well and the returns were done in very short period of time. I highly recommend Ankita Amin CPA for filling your tax returns.

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perm_identityCarol Trotte

Ankita does both our business and personal taxes. She is very professional and is always available to discuss any situation and answers all questions thoroughly. It is a pleasure doing business with her and I would recommend her to help you personally or your business with all your tax needs.

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perm_identityP B

Very Good and excellent tax knowledge. Very systematic and professional in gathering data points for tax filing . Soft copy preview before actual filing .. Best in 08820

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perm_identityAmit Khatri

One of the Good knowledgeable CPA around the area.

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perm_identityReeda Hussain

I wanted to take a moment to express my sincere gratitude for the exceptional service you provided during this tax season. Thank you for making it stress free

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perm_identityMohd Faisal Khan

Very Kind,Very Friendly,Very Cooperative,Very polite,Very well explained the process, got to know a lot how software work & stuff also suggestions they gave was very helpful *Over All experience is very very good

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perm_identitySriram Mahadevan

I had pulled my details into TurboTax thinking it would all be a straight shot, but it turned out trickier than expected. The various documents I had pulled did not seem to be working out correctly. Fortunately, I could get Nataraj on a video call and he saved my day by reviewing and sorting things for me.

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perm_identityRajavel Nest

Great service provided by this company ;Extremely detail oriented ; inquired about all the details before filing the tax to get maximum refund if possible ; I did ITIN application through them - filled all the necessary details for me and explained about doing paper filing due to ITIN application ; shared the documents to carry over when filing with IRS office by appointment ; walked me through the final tax return document and making sure I’m comfortable understanding the tax I’m filing with IRS; covered state and city tax filing documents as well; overall happy satisfied with their service

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perm_identityApoorva Patil

I have been using their services for the last three years now. I called yesterday and was able to speak with my tax professional, Hardik, right away. He sent me a list of documents that I needed to submit to him. I needed more preparation with all the paperwork I had to upload to the portal. Hardik was extremely patient with me, and we got my taxes done in a fair amount of time. I was happy with my refund amount; he is a knowledgeable professional. I will use their services again and highly recommend this company, as my experience has been excellent.

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perm_identityYogesh Prasad

I had a great experience working with Dattani & Partners, CPA.Their team did the good job by collecting all the documents securely using Intuit portal & filed my 2023 Tax Return quickly. Looking forward to working with them again next year for my 2024 Tax Filing.

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perm_identityMihir Nade

Dattani & Partners, CPA, thoroughly reviewed all of my tax documents. This is my 2nd year with them, and the process has been seamless and less time-consuming. I highly recommend them to anyone in need of tax filing

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perm_identityNaren K

They provide the best service and guidance in the tax filing domain. The one thing I love about them is that they do their proper due diligence while performing any task given. Also they'll guide you on topics they are well versed about (they know almost everything), if they don't they'll guide you to someone who has expertise. Once you avail their services you'll understand why they are always at the top of their game. I would highly recommend their services as they are also student friendly if you are on a budget

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perm_identityShruti Bamane

Incredibly positive experience. Hardik’s expertise and professionalism make the process seamless and stress-free. I highly recommend for anyone seeking reliable tax services.

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perm_identityHardik Parikh

Mr Hardik is very cooperative, kind and diligent human being. He has excellent service. I have very good experience with his Services. I highly recommend each to take advantage of his service.

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perm_identityChirag Shah

This is my first time filling taxes jointly with my wife who is on H4 Visa. Hardik made this process so easy and clear. He helped me filling the taxes with no issues and explained each process. Also guided me with getting and appointment for ITIN and what is needed for that. I would surely recommend to use his services.

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perm_identityVasanth Kumar

I had a seamless and pleasant experience preparing and filing my 2023 returns with Hardik from Dattani & Partners. His attention to details and very proactive, timely responses definitely gave me a fulfilling overall experience on my IT returns this year and I would definitely recommend his services for anyone looking to file their returns.

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perm_identitySakshi Chougule

Working with Hardik for the past two years to file my taxes has been an incredibly positive experience. His expertise and professionalism make the process seamless and stress-free. I highly recommend Hardik for anyone seeking reliable tax services.

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perm_identitySai Anurag Pichika

I had an exceptional experience working with Mr. Hardik from Dattani & Partners for my tax filing this year. His professionalism, expertise, and attention to detail made the entire process seamless and stress-free. He took the time to understand my unique financial situation and patiently answered all my questions. I highly recommend Dattani & Partners for anyone seeking reliable tax services.

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perm_identityAbarna Rajendran

Natraj was referred to me by a friend when I needed some consultation help. Even though he wasn’t our tax consultant at that point, he went through all of my questions in detail and made sure to double verify every answer he provided me. His guidance was extremely helpful for me in doing my taxes. More importantly, his patience and attention to details is extremely commendable.

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perm_identitySavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

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perm_identitySam G

Nataraj was very helpful in understanding my needs and took time to explain different ways to reduce taxes.

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perm_identitySrinivas B

Nataraj knows well about tax code, legally he will maximize tax refund

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perm_identityVishal B.

In the last 15 years, I have worked with over 6 CPAs and Enrolled Agents and dealt with all kinds of issues while working with them - ranging from lack of attention to detail, numerical errors in the tax return, missing a big deduction to not have enough knowledge/interest in looking for all possibilities of tax-saving strategies.I was so burnt out that I taught myself Turbo Tax and started doing my own taxes for the last 4 years. I spent countless hours studying tax codes and consult with experts on different forms that need to be filled for tax returns. I got to a point where I always felt that I need the right expert to handle my taxes and tax planning and reluctantly again started looking. I stumbled on Manage My Taxes Inc on google and thought of giving them a try after reading a lot of positive reviews about them.This is the first year I had them handle my personal tax return and I must say I am beyond blown away with their professionalism, attention to detail, willingness to go the extra mile to look for every possible tax savings available out there. They helped me legally, morally, and ethically reduce my taxes and educated me with multiple tax laws I was not aware of in spite of me being very knowledgeable of the tax code.The only regret I had after completing my first return is that I wish I have been working with them for the last 10 years as am sure I would have saved tens of thousands of dollars in taxes by using the right knowledge and planning which they offer. I will be hiring them for all my personal and business tax returns as well as personal and business tax planning strategies.If you are reading this and still wondering if they are a right fit, I highly recommend hire them for one return and see for yourself. I am very confident that they will pay for themselves from day 1.

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perm_identityGowtham G

Been using Chetan & his team for over 10 years - these guys are the real deal! They bring in outstanding experience not just in tax accounting but overall financial planning as well. They've been so helpful that I've referred several of my friends, who all equally enjoy working with him too. Well done Chetan and team!

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perm_identityMazen N.

Manage my taxes has proven extensive experience and know how, I definitely recommend them if you need results and best advise

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perm_identityTianna B.

Manage My Taxes is a great place to go for your tax needs. This company take the Time out to help you in every way possible. They are very knowledgeable and eager to assist. The owner is a very kind and patient person who goes over and beyond to see to it that you obtain the best results possible, truly looks out for your best interest. Their are fair and willing work with you; now a days that is hard to find. I'm so glad I went to them to complete my taxes and I highly recommend their services

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perm_identityMarius W

Great service. We had our first consultation call last week and Chetan really gave us great clarity on our tax queries - especially transitioning from different geographies to the US, Chetan has helped tremendously in identifying the right strategy in order to safe taxes legally.

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perm_identityPriya K.

Chetan and his team did a great work with helping me file my taxes. They walked me through the step by step process and eased the overall tax filing procedure. Thank you

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perm_identityTheresa G.

Chetan has done my taxes since 2013. He provides excellent service and evening appointments. Most importantly and valuable to me, he provides peace of mind

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perm_identityNavin Voleti

Chetan is the best financial advisor and Tax consultant, he always works in favor of clients. ????

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perm_identityShirin Vakilian

My husband and I have been using Chetan’s help for our taxes for a few years now and are so glad that we’ve found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family !Highly recommend their business to anyone who’s in the market for tax services.

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perm_identityHerve Ingende

professional. great experience.

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perm_identityNag Manthena

Excellent Service and very professional

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perm_identitySuchit Lingam

Very quick and knowledgeable!

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perm_identityTharun Reddy

Probably the best place to file your taxes.

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perm_identityDeegee Mindy

Very informative, very helpful. I would highly recommend them!

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perm_identityNavakanth N

Very professional service

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perm_identityMazen Nabulsi

Strong experience in the field, highly recommended if you need proven results

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perm_identityAravind M

They are responsive and work with you to provide ways to legally save on taxes

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perm_identityKunjal Patel

Love the service. Chetan is very professional and always willing to help.

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perm_identitySai Monish

Probably the best place I went for filing my taxes, very friendly, quick and on-point.

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perm_identityG P

very fast service ! Joint filing with income from India, it took 24 mins ..!

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perm_identityRayvelyn K. DeJarnett

Excellent service. Highly recommended!!2 years later he is still the best all around!!!.... Thanks for stellar service.

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perm_identityKeerthana Srinath

Smart and Kind people! I am glad I chose them. They not only filed my taxes but also advice on how to manage my finances. Worth every penny spent.

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perm_identitySuresh Kumar

MMTI is very organized and professional in its services . Chetan was knowledgeable and courteous in giving tax advices and tips to his clients.

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perm_identityKedar Pai

Very detail oriented and works for the customer to help maximize tax returns, legally.

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perm_identityChandrashekhar Rane

MMTi provides some good ways to save my tax. Working with Chetan is a good experience, expecting to save more in the coming years.Overall is a good service by MMTi compare to HR & Block and other vendors available in the market.

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perm_identityAurelia Meloni-Ehrig

This was the first time we used the services of Manage My Taxes Inc. Thank you for all the previous reviews that made us decide to go there!!We were very pleased with the consultation, advise, and fast service. We will definitely use them again.

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perm_identityDaniel Paul

Chetan is a smart and resourceful individual who knows his taxes. Each time i have gone to see him he has saved me sooo much money that the big box tax stores or software have both missed in the past. He is a very bright entrepreneur who has demonstrated his resourcefulness by helping me be aware of certain tax credits and deductions that applied to my circumstance that no one else has ever brought to my attention. He takes the near foreign language of the tax code and brings it down to simple English so i was better able to discern what was applicable to my circumstance. If you want to save money on your taxes please do your self a favor and go to Manage My Taxes Inc, with there competent staff and save yourself from the headaches of the other places. ~ Loyal Customer Dan P.

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perm_identityNitish Rangarajan

Really appreciate the diligent services by Mr. Chetan and his team. They were quick and efficient in helping me file my returns in a timely manner. Highly recommend.

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perm_identitysimranjit kohli

I have been using MMT's services remotely for the past 4 years for filing my taxes. Their service has always been quick and thorough. They are also quick with their turn around in case you have questions or concerns.

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perm_identityAnand Prakash

MMTX is a good company for tax filing purpose. Chetan is professional, knowledgeable and detailed, and share valuable information from time to time on filing taxes . Make sure you come prepared with all documentation to save time.

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perm_identityRishi Nagh Sattoor

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you’re tax returns.

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perm_identityRam Atluri

We have been with managemytaxes for our Tax filing since the last 3 years and we are very pleased with the service..Other than taxes we learned a lot of things about managing the finances,Investments and benefits of IRA savings.I usually recommend Manage my Taxes to my friends ,But also wanted to write a review so everyone is also benefited.

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perm_identityTharun

Manage My Taxes was very efficient in filing my tax returns. Chetan was very helpful, answered all my questions in details.

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perm_identityaditya sharma

Very knowledgeable and responsive team. Best thing about this firm is Chetan himself explains you about your return before they actually file the return for you.

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perm_identityTingli Xing

I have been using this company for my tax return for two years now. They are very efficient and helpful. They told me how to manage my money in the most beneficial way legally. I had very good experience with them. Highly recommended!

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perm_identityShishir Ranjan

This is my 3rd year of doing taxes and to say the least, I’m extremely satisfied and happy with the services I get. I have been filing taxes for last several years now but I’m glad I shifted to do taxes with Manage My Taxes. They are not just professional in the subject matter of taxes but also extremely professional in dealings, timelines, accuracy and ethical consultation. They overall understand your situation, holistically look at everything and give advice which you can’t get easily. Yes, they do charge higher $$ as preparation fees but the value I feel I get is far better than what I used to pay elsewhere. The money spend here is more worth it and some great suggestions have helped me over the years to know what to do or not to do and maximize my refund. Kudos to the team. Keep up the good work!

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perm_identityshashank basavaraju

I setup a tax consultation recently with MMTI to get advice for my changed financial situation and was very impressed with the advice, not just on taxes, but finances as well. We touched upon various topics like self-employment, home buying/selling, FATCA and Chetan was very knowledgeable and shared valuable advice. Would highly recommend!

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perm_identitySowmya Sadhasivam

Responsive, quick turnaround for appointments from their team. The tax consultation with Chetan was super valuable, he not only took time to understand our current situation and offer advise on tax saving strategies but also introduced us to other investment opportunities. Highly recommend!

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perm_identityElizabeth

If I could give ten stars, I would!!!!The team at Manage My Taxes Inc is professional, efficient, and knowledgeable. I will use this company for all my future tax-related needs. HIGHLY RECOMMEND!

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perm_identityProsenjit Dutta

Chetan and his team at Manage My Taxes have been helping me file my taxes since 2010. I know that nothing I say about their efficiency, professionalism and attention to detail would be enough praise for this amazing team of tax professionals! I wish them continued success in their commitment to outstanding service to the community!

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perm_identityShyam Patel

Very helpful in preparing my taxes very close to the deadline. Provides many suggestions to help for future tax fillings and especially helpful with foreign accounts.

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perm_identityAmeer Padshah

Chetan is a life saver. Helped me navigate through my complicated tax situation. Am amazing experience overall. Would highly recommend to anyone looking to legally maximize their tax savings and financial planning

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perm_identityLavanya Arun Kumar

I recently had an opportunity to speak with Chethan and he is nothing less than exceptional. As a client, I was impressed by his professionalism and expertise. He stands out with his quality of being proactive to identify opportunities for financial optimization. Looking forward to continuing my professional relationship with Chethan by confidently entrusting the financial matters to their capable hands.

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perm_identityPramodh Chanumolu

Of all the years I have been filing taxes , no cpa ever was this detailed and thorough. Chetan is excellent and has in depth knowledge about taxes. He will make sure we maximize our returns and takes appropriate time to go through the filing, help us understand and how we can maximize our investments. Highly recommend him.

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perm_identityAnjali Chhabria

Would highly recommend Tax strategist Manage my taxes for efficient services and being impromptu with their work. Without wasting any time. Very informative and educative on ways to save and make more money. This was my first time doing with them would definitely recommend them.

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perm_identityShoyeb Khan

Anyone currently doing their taxes on their own or have a CPA/Accountant working with, do yourself a favor and consult at least once with Mr. Chetan and team. I bet you won't regret. In the process to get my tax return complete for last year with Manage My Taxes and it sure has been a great learning, eye-opening experience so far just by having a review session.Looking forward to completing the file soon. Will share additional review if needed.Thanks again Manage My Taxes team!

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perm_identitySreevani Gaddam

I just had consultation call with chetan regarding my taxes for personal and business. It was an eye opening experience for me to go through different tax strategies that chetan went through. He is very knowledgeable and I am looking forward to work with him on my taxes. I would recommend him and the team very strongly for your taxes.

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perm_identityAashish Patel

I would really thank Surya for helping me with my taxes. For me it was very easy and simple process and with having multiple things to take care of while filling i can understand the hassle i would have gone if doing it by myself. The fees charged seemed reasonable and for me it was just uploading couple of docs and my work was done. Surya was really helpful in sorting things for filing.

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perm_identityNagesh Vempali

Extremely satisfied. Very thoroughly prepared my return. Very prompt follow up for the docs and other requirements. Great experience overall from the start till the filing

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perm_identityAmit Mangal

I am writing to thank you for the quality of service provided by your company. I appreciate your customer service. I will recommend your services in my networking.

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perm_identityKishan Bhat

Surya is very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes

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perm_identityReena Mahapatra

I really admire, Surya for his knowledge on taxes. He is also very knowledgeable and professional. I feel confident each year that my tax return is prepared correctly and accurately. Thanks for being so on top of taxes.. (y)

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perm_identityVijay Vaidya

I worked with Sure Financials from 2020 onwards. They have a professionally qualified Accountants withGood Knowledge of US Federal & State income tax rules. In addition they have expertise on Indian Tax rules & its implication when you file your taxes in US. They not only help you file your taxes also provide expert advice on various options of tax savings.

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perm_identityVeera Bollamraja

Very knowledgeable, courteous and professional people and service you deal with. Great team and very reasonable, go for it.

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perm_identityMahendra shadangi

Sure Financial has done an excellent job and has gone above and beyond normal tax preparation. Surya Padhi comprehends your situation, ask questions, and run through potential scenarios to determine the best course of action for your taxes and financial direction. Having worked with numerous tax consultants in the past, I would highly recommend Sure Financial. Sure Financial is the genuine tax evaders I've been searching for years.

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perm_identityHarsh Darodkar

Surya and team are extremely professional, knowledgeable and diligent in their work and services. They come prepared to address any and all types of financial situations you may encounter. They have dealt with tax situations that are very complex in nature such as portfolio valuations during mergers / acquisitions To simple / regular tax filing requirements for W2. I would highly recommend their services!

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perm_identityRashmi Ranjan Sarangi

I have used Sure Financial's services for my personal tax filing and I am very satisfied with their service. Surya explained me my filings in details along with some helpful tips to save taxes. I highly recommend them for any tax related services.

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended

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perm_identityPrafull Joshi

Excellent and prompt service

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perm_identitySunil Maharana

Surya helped on my Tax filling, all the time promptly he responded with perfection. Sure Financial has done great job, i never find any issues with them. Surya is quick in preparation, updating hidden Tax changes which will be helpful to his customers and all the time responding any queries. Thank you Surya for your great support.

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perm_identityArun Dwivedi

Sure Financials and Tax Services LLCis excellent . Surya is very prompt and helps you understand each and everything going on with your tax returns. Highly recommended .

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perm_identityV Londhe (V L)

One of the Best Tax Services.

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perm_identitysiba prasad choudhury

Excellent Service. Very Transparent and guided me thru out the time clarifying all the queries. Recommend Sure Financial and Tax Service to All.

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perm_identityChittaranjan Pattnaik

It was really a great experience working with Surya on my tax file. He is knowledgeable and explains my tax situation really well so I am clear and can take informed decision. I would definitely recommend him to my friends and family.

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perm_identityDiptiman Mishra

My tax situation was a little complicated and I was not confident doing it myself using some of the available products. I was fortunate that I could get in touch with Surya Padhi who spent time chatting with me over phone a couple of times to address my questions and concerns. He was able to explain the entire process clearly and guided me throughout the process of submitting my tax documents which he requested via his secure website. He summarized everything for me before my refund was submitted. I liked working with Surya and would highly recommend him to anyone who has any Tax refund application needs

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perm_identityAbhishek Biswal

Surya is an excellent tax consultant. He takes you though each area on what we should be filing and we should not. He gives right suggestion for tax planning as well. If any questions he always available to get on phone or zoom to walk through the questions. Extremely knowledgeable on tax planning, filling. I highly recommend him

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perm_identitySunaj Padhy

I had a great experience with Sure Financials and Tax Services. Surya Padhiwas very polite and knowledgeable for the smooth Tax return filing. Thank you

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perm_identityAmitabh Misro

Surya is really knowledgeable and very helpful. Gave us a good walkthrough of documentation and the time needed to explain things.

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perm_identityAvinash Kumar

Surya is such a good tax consuntant. I started with him last year and he helped me through the process and provided reminders for me to complete things on time. Very knowledgeable and has provided quick responses to my queries. Looking forward to him for my other financial planning needs as well.

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perm_identityGopi Maddali

Surya is a great person to work with.

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perm_identityManas Ranjan

I had a very good experience with Sure Financials and Tax Services. I had multiple meetings with Surya Padhi. He was thorough and patiently answered all my questions. I highly recommend him; I will continue using his services in the future

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perm_identitysantosh gupta

Surya did my tax for this year and before that I was using different accountant. He was very thorough and professional.. Surya spend time with me to go through in details abt tax process and provide some guidance for future . I am very happy with Surya and highly recommend him

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perm_identitySrinivasan S

I had a great experience with Sure Financial services. Surya is an extremely knowledgeable and meticulous CPA. His attention to details amazed me!. He always took time to answered my questions and explained me very well. I highly recommend Sure Financial Services.

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perm_identityRakesh Jena

I was using big brands for my tax returns but I got this contact from my friend and filed my tax this year, service was beyond my expectations and also many other help and suggestions I got to save taxes and make financial decisions. Thanks you so much for your wonderful service.

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perm_identitySonal Arora / Umesh Arora

Surya is totally professional, responsive and up-to-date with technology to process the return, totally paperless and avoids emails back and forth. His suggestions work to get better refunds amounts.

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perm_identityGouthami Thiyagarajan

Giri is an expert and an highly rated professional in the personal finance industry. He is also an established leader and mentor in this platform. His experience and valuable insights brings customized solutions for many individuals, families and business owners across numerous states in USA. He has helped my family in securing life and health protection plans, college savings solutions and retirement solutions. Highly recommended!

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perm_identityTejas Sahasranaman

Great customer service and extremely knowledgeable professionals. Highly recommend for tax filing services

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perm_identityVarsha Bhandari

Goalseek Shared Services has truly exceeded my expectations. Their accounting and bookkeeping services are second to none. The team is not only highly knowledgeable but also incredibly reliable. I can always count on them to handle my financial matters with the utmost professionalism and accuracy. If you're looking for the best in the industry, look no further than Goalseek Shared Services!

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perm_identityHemangi Agarwal

Had a great experience with the team at GoalSeek! They were very responsive to any questions and doubts that I had, highly recommend.

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perm_identityAnkita De

I am very happy with services provided by Pay Financial. I have worked with Raj to get my taxes done. He has been very punctual, precise and professional. I intend to continue working with them in future too.

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perm_identityBreezy C

I worked with Nikil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favor.

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perm_identityA T

This was my first time doing my taxes and my experience was so smooth I’m definitely going to do my taxes with NSKT Global again next year.

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perm_identityTamara Casey

I worked with Nikhil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favour.

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perm_identityFabiola Johnson

At the end of the day, Nikhil completed my tax returns and became very responsive. They are very responsive and has transformed our financial landscape. Their professionalism, expertise, and personalized approach have made them an indispensable asset to our business. If you're seeking an accounting partner that goes above and beyond, I wholeheartedly recommend NSKT Global

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perm_identityDr. Peterchris Okpala

NSKT Global provides excellent accounting services. I will recommend them to anyone.

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perm_identityJolene Schaefer

Nikhil has been great to work with. Not only did he help me to estimate my quarterly tax payments and avoid a penalty, but I then rehired him to help me understand where I have opportunities to do things differently, from both tax and income standpoints. I have been very happy with the work and will continue working with him in the future.

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perm_identityWassim Aboughouch

I recently worked with NSKT Global for my annual tax filing, and I am very grateful for their exceptional service. From start to finish, they displayed high professionalism, expertise, and attention to detail. I highly recommend this company for their outstanding work.

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perm_identityBernie Bartick

I have been extremely happy with my support from NSKT Global. It initially started as basic accounting, but has evolved into a role where NSKT Global acts as one of my trusted partners from a Business Consulting standpoint. They have been instrumental in positioning my company for growth and have provided me with the insights into my business necessary to aid me in making the best strategy decisions.

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perm_identityShirin Vakilian

My husband and I have been using Chetan's help for our taxes for a few years now and are so glad that we’ve found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family !Highly recommend their business to anyone who’s in the market for tax services.

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perm_identityVikram Reddy

I have used 'manage my taxes' through a referral and have been very happy with services. While there are many tax services, you rarely come across someone who is competent in optimizing your taxes. For a long time, I have been self filing but decided to give them a try- I have been very impressed with the work so far.

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perm_identityRaghavendra Veluru

Chetan is a meticulous CPA. He helped me to file returns for my LLC as well as personal tax filing. He has not only did a great job in fixing past tax filing errors with my LLC also reviewed previous tax filing for past 3 years (done though different CPA) to ensure we are doing right job. He and his office staff have spent up to 5 hours to review all the previous tax fling before proceeding for 2021.Great job by Chetan and his team. I have decided to continue to use his services going forward and recommend him if you are looking for new CPA or would like to switch from existing CPA.

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perm_identityYasir

I cannot recommend Cheetan enough!!! He is knowledgeable, professional and always provide the best guidance.Cheetan has been filing my tax returns from past many years and always go above and beyond to help and always make filing taxes a seamless process. The other stuff members are always very professional and ready to help.

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perm_identityVara Prasad

I highly recommend

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perm_identityMohan Eashver

will bring you Tremendous Savings and give you Amazing Service. You will be floored at how fun it will be to do taxes with MMTi.

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perm_identityChandni Patwa

Prompt response, thoroughness, friendly and easy to work with which is important to me as I like to ask questions. Been using their service for 5 years. A great team!

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perm_identityVinay Krishna

Chetan did amazing work for us. He digged into our stuff so well and caught something we didn't even know to look for. He asked us the

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perm_identityLounsi Body

I started crypto trading few months ago , I really don't have the Necessary tools to trade and i lost a lot until I met

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perm_identityAladin Pecker

The best decision you'll ever make financially is investing with Mrs Hendrick Jennifer, i was scammed twice and I didn't want to have anything to do with trading until I met her and she changed my mind.I have made profits from the first and second stage and I'm currently expecting $15000 from the third stage, I'm greatful ma'am.

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perm_identityMathéo Lyam

I feel impressed with the wonderful work well done, I was told every achievement begins with a decision to try, I was a victim of scam but I got convinced by the right person of which I gave in a try of $1000 investment and I got a profit of $14,200 in seven days. Thank you Mrs MORRIS BERTHA for the kind of smile you put on my face. For those who are also interest you can contact her on

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perm_identityOwoola Adedigold

I have personally worked with Mr's Brenda William Fx Trader and she's top notch! Highly recommend doing business with Her! making over $9,000-$10,000 on a weekly basis with little start up capital of $1000. She is really great, best in the trading field and unique among others. Invest with Mrs Brenda and thank me later. contact her via the following.

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perm_identityMpeks Smæll Maswenka

Big thanks to MRS CHARLOTTE WAYNE one of the best binary option manager who has the best strategy and signals that can help you win every time you trade ..before meeting her I was scammed several times and I lost $20,000 to 2 different managers who claims they are real but turn into monsters the moment I fund my trading account ...but today I'm so grateful to MRS CHARLOTTE WAYNE for coming to my rescue ..I posted this to those who are already given up on binary and Forex opti…

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perm_identityNonye Ebenebe

The best decision you'll ever make financially is investing with Mrs. Amandra Kelly FX. Before I met her I was scammed twice and I didn't want to have anything to do with trading until I met her and she changed my mind. I have made profits from the first and second stage and I'm currently expecting $15000 from the third stage, I'm grateful ma'am. you can reach her on …

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perm_identityOrapeleng Mosiatlhaga

Forex and Crypto trading is about making money and having a good trader to trade for you. I can undoubtedly recommend Mrs . she is an expert in Forex and Crypto (Bitcoin) trading, and also proven to be trustworthy and reliable. I earned over $8,500 from my $700 investment and since then I've been trading with Mrs Elizabeth Bays. she has the best trading signals and strategies that can help you make good profit whenever you trade. This is the best investment you …

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perm_identityMkhonkosi Rsa

Looking for the best FOREX & STOCK Account Manager? Then I've brought you to all the good news that Mrs. Taisha Carson is the Best FOREX, STOCK, BINARY OPTION & IQ OPTION online Trader, Ever since she started trading for me, I have never had any reason to regret my knowing her... Don't fall into the hands of scammers the second time again, Kindly contact her now if you have an interest to invest.

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perm_identityMoses Zambane'lbolilee

Elevate your trading life to the next level with MRS TAISHA CARSON advanced trading systems. She is the best efficient trader that has helped me manage my trading investment effectively and i got the best return of investment as i invested

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perm_identitySaliou Euro Dalaoulen

I heard Forex and Crypto trading is changing lives, and I decided to give it a try. I contacted Mr. Callan Marshall and invested as little as $600.

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perm_identityNeres Lhe Jeune

Thanks to Mr Callan Marshall, for helping me and my family trade, I got my withdrawal really fast without difficulties.

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perm_identityHaakeem Lhë Jeune Charmant

Advertising and promoting, this great investment opportunity is the only way I can say thank to you MR CALLAN MARSHALL, you

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perm_identityJerry Victor

Mrs TAISHA CARSON from Day 1 was the best Forex manager to work with. She has been a professional and personable. She made me feel comfortable every step of the way. she is realistic with what our expectations would be within the profit of our trading. She is the type of Forex manager that if you contact her, she will get back to you asap. If you are a first timer in FOREX and BITCOIN INVESTMENT I highly recommend you go with Mrs TAISHA CARSON. She will help you with the enti…

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perm_identityDoor Tenele

Never imagined getting so much profits within a short period of time, it happened surprisingly I got this huge amount for me and super happy and excited for this win, it’s a great start for me in line if traded, you been a genius Mrs Taisha Carson you finally put a smile on my face, despite telling you my problems you didn’t take advantage of me, thanks a lot Mrs Taisha Carson

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perm_identityIsaac Lucas

I highly recommend Mrs. Taisha Carson she is truly the best account manager we have ever had by far. Taisha Carson is very personable in which is very important when buying and investing in Bitcoin . Taisha Carson listens to your needs. Trust me we looked at allot of platform to invest in until we find a good review about her platform on Facebook Mrs. Taisha Carson is very patient always has your back and is there every step of the way. Not only did we buy and invest on h…

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perm_identityShashank Tiple

Exceptional service! Mr. Giri Lankipalle provided expert guidance on investment management and retirement planning. Their personalized approach and attention to detail exceeded my expectations. Thanks to their expertise, I feel confident about my financial future. Highly recommend!

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perm_identityWayne Thompson

Jagdish and I provide tax and accounting services on various shared clients. He is very helpful and always makes time to provide viable solutions to clients. He is knowledgeable about the tax laws, very proactive in meeting deadlines, and provides great booking services.

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perm_identityBedarul Islam

I have been with Virtual accounting for last Sis years , there service is awesome, I am extremely satisfied , they answer your question even though off hours

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perm_identityJim Dugal

I wanted to write and thank Virtual Accounting and Tax Solutions Inc. (Mr. Shah) for your prompt and thorough accounting services for my son and myself. I came to you with a complex tax picture where having foreign liquid assets. After I provided you with initial documentation, you went right to work and prepared the needed documents in short order. Not only did I avoid a large tax bill, but also I actually received money back from the government, which is a welcome change. You were knowledgeable about common accounting and tax practices, and exhibited a quick grasp of our personal tax position. You prepared the needed papers swiftly and provided me with the information necessary to avoid common pitfalls later on. Thanks for your very professional accounting work, and I look forward to a continued working relationship in the future. 02/27/2023

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perm_identityViral Intwala

Great service! I did my tax returns through Jagdish and he was great, communicative and helpful through out the process. No errors and very knowledgeable. Will use the service again in the future.

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perm_identityDipesh Dalsania

Very professional, on-time response, easy to communicate and gives good return. Thanks for the help. Highly recommended.

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perm_identitychandresh natarajan

I have been working with Mr.Jagdish Shah for filing my personal and business taxes for the last 3 years and I have had a great experience with tax filing. I have received excellent tax guidance and he has been very prompt in responding to any questions i had. I have seen substantial tax saving while working with Mr.Jagdish and would be working with him in the future as well. I have no hesitation to recommend him for your tax filing needs.

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perm_identityAnitha reddy

Jagdish Shah from Virtual Accounting is very professional and accurate with his work. Does everything on time and he is very knowledgeable. I highly recommend him.

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perm_identityPriyesh Shah

Probably one of the best tax consultant. I would highly recommend Manage My Taxes for their full-range of services for business and/or personal tax needs (including but not limited to - Federal, multi-State and Foreign tax needs). I have used their services for taxes for last 7 years and I'm fully satisfied with their work. I have referred a few of my friends to MMTI in past and they have all been satisfied with the professional service, tax solutions and savings strategy that they received. Chetan Jumani and his team is very knowledgeable and always find ways to save as much tax as they could in all legal ways possible. They are very diligent on follow-up and they assist companies, businesses, private individuals/ families with a wide range of tax services along with payroll solutions. If you are a business owner or are in process of starting a new business, then I highly recommend you to have a conversation with Chetan Jumani (Owner) and see where they may help your business on the tax and/or payroll solutions! Trust me, you will never regret.

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perm_identityYasir

I cannot recommend Cheetan enough!!! He is knowledgeable, professional and always provide the best guidance. Cheetan has been filing my tax returns from past many years and always go above and beyond to help and always make filing taxes a seamless process. The other stuff members are always very professional and ready to help.

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perm_identitysapnesh P

Really great experience working with Chetan on my 2022 return. He is very knowledgeable and takes his time to thoroughly explain any questions that may come up. Definitely will be leverage Chetan tax expertise & services in the future!

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perm_identityShirin Vakilian

My husband and I have been using Chetan’s help for our taxes for a few years now and are so glad that we’ve found a person and team that we can trust ! He puts in a lot of time and talking to him always feels like talking to a friend or family ! Highly recommend their business to anyone who’s in the market for tax services.

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perm_identitySaritha Voota

We have been working with Chetan from Manage my Taxes since 2015. In addition to getting our taxes done in the most efficient way, he always makes it a very enriching experience. Chetan helps us make the right decisions and guides us through the process. Highly recommend !!

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perm_identityRaghavendra Veluru

Chetan is a meticulous CPA. He helped me to file returns for my LLC as well as personal tax filing. He has not only did a great job in fixing past tax filing errors with my LLC also reviewed previous tax filing for past 3 years (done though different CPA) to ensure we are doing right job. He and his office staff have spent up to 5 hours to review all the previous tax fling before proceeding for 2021. Great job by Chetan and his team. I have decided to continue to use his services going forward and recommend him if you are looking for new CPA or would like to switch from existing CPA.

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perm_identityRajesh Natarajan

I highly recommend the services offered by Managemytaxes.com . Chetan and team provide exemplary service and provide personalized attention to ensure all aspects of your taxes are addressed . Furthermore he provides great advice and guidance to ensure you plan ahead and avoid some suprises as you get ready with your tax related activities.

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perm_identityVikram Reddy

I have used ‘manage my taxes’ through a referral and have been very happy with services. While there are many tax services, you rarely come across someone who is competent in optimizing your taxes. For a long time, I have been self filing but decided to give them a try- I have been very impressed with the work so far.

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perm_identitySeetha Rajesh

I stood strongly recommend Chetan & his team for your tax & finance planning. Their service is great for both personal & business taxes

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perm_identityKushal Khatri

This Company provides the Best Tax Filing and Management Services in Georgia. They are very Friendly and can save a lot of your taxes by there experienced and heplful advices.

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perm_identityRajniKant Shah

Have been a client of Manage My Taxes for over 10 years. I'm extremely pleased with their knowledge of the tax laws in preparing my tax returns. I'm happy to say that I've never been challenged by IRS.

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perm_identityrohit bhatia

They will try their best to get most out of your tax returns. Not just that they will also recommend thing to take care of in the upcoming years. They also will suggest you on some investment ideas to help increase your savings.

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perm_identityAnoop Katoch

I had amazing experience in tax handling from guidance through out the year to final filing.. Exceptional service and depth of tax regulations understanding made me so comfortable: truly recommend people to leverage the service and experience the best here.

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perm_identityAjay Kaimal

I have been doing taxes with Chetan from the time his business was established. One of the best service for taxes in Atlanta.

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perm_identityNavin Voleti

Chetan is the best financial advisor and Tax consultant, he always works in favor of clients.

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perm_identityshobhit srivastava

Chetan knowledge about taxes is amazing , he works with great attention and put all efforts to get maximum refund

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perm_identityMazen Nabulsi

By far Mytax Pro is the best professional tax company you can trust filing your taxes

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perm_identitySaikat Das

Extremely helpful and knowledgeable firm. I would highly recommend the manage my taxes team for your personal and business taxes.

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perm_identityVijay Antony

Most trustworthy and knowledgeable team. Have been working with them for more than a decade and would highly recommend them.

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perm_identityMilan Rao

They know their stuff, Been working with them for long time and no regrets. They are very knowledgeable on what they do. You will not regret going there

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perm_identityMohan Eashver

They saved me a lot more money in taxes than I ever imagined. I recommend MMTi highly.

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perm_identityJagadeesht

The reliable place to get the services done with peace of mind.

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perm_identityssumit

Venkat is a very knowledgeable professional. He answered all our queries in great detail. He provided us with information about various financial instruments of interest and discussed pros amd cons of each. He is easy to reach and communicate with. He is technologically savy and is respectful of your time. Overall, we had a wonderful experience. Highly recommended!

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perm_identityVamsi Venkat

Jay Shah is service is good , and he is able to file 2 C-corp businesses tax filing very minimal time before Due date. I am happy for his work

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perm_identityBiswanath Dutta

Mr Jasmin Patel helped with my taxes with very short notice and complex situation. I feel really blessed to find him who goes above and beyond his working hours to make sure he is helping me and all of his clients. I definitely recommend him

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perm_identityBhairvi Mukherjee

Jaimin has been providing excellent service since many years. We find that the process has been very smooth with him. Jaimin always stays on top of the documentation and is extremely professional as well as friendly with his approach. Any questions or queries are addressed promptly and efficiently. I highly recommend Jaimin for tax filing and bookkeeping and any subject related to taxes.

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perm_identityAnthony Scalia

Jaimin Patel is incredibly insightful and generous with his time. He has always promptly responded to my questions with valuable feedback. I recommend his services to anyone looking for an accountant!

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perm_identityDarshan Patel

Jaimin is the most thorough CPA I've worked with. He helps take the time to explain things I may not understand and doesn't just prepare the taxes but gives me the opportunity to review with him prior to filing. He is well versed in real estate tax law based on my personal experience. I would highly recommend Jaimin to anyone!

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perm_identityAshutosh Gupta

I have worked with Jaimin Bhai for the past 2 years. He is extremely knowledgeable in both personal and business taxation. With his guidance, I have avoided some important reporting mistakes for my new start-up. Besides helping me with tax filings, he has provided invaluable advice regarding my real estate investments.

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perm_identitySandeep

2. Goalseek Shared Services has been a great help to our business when it comes to accounting and bookkeeping. Their team is always professional, reliable, and knowledgeable. We have been able to save so much money on our accounting costs by utilizing their services. I would highly recommend them for anyone looking for a trustworthy and affordable service provider in the financial field

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perm_identityEthan Willse

1. I've been using Goalseek Shared Services for my tax filing and consulting needs and have never been disappointed. The staff is knowledgeable and experienced, which makes the entire process a breeze. Not only do they provide excellent service, but they also offer guidance on ways to manage taxes more efficiently. Highly recommend Goalseek Shared Services for all your tax consulting needs!

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perm_identityHerve Ingende

professional. great experience.

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perm_identityNag Manthena

Excellent Service and very professional

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perm_identitySuchit Lingam

Very quick and knowledgeable!

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perm_identityKalyan Sreeram

Filing tax returns never seemed so easy.

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perm_identityTharun Reddy

Probably the best place to file your taxes.

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perm_identityDeegee Mindy

Very informative, very helpful. I would highly recommend them!

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perm_identityChandni Patwa

Very diligent and friendly service. Highly recommend.

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perm_identitysrikanth Js

Pretty diligent at what they do and great support Overall!

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perm_identityjagadeep Surapaneni

Very professional and good value to your time.

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perm_identityKunjal Patel

Love the service. Chetan is very professional and always willing to help.

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perm_identityAravind M

They are responsive and work with you to provide ways to legally save on taxes

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perm_identityG P

very fast service ! Joint filing with income from India, it took 24 mins ..!

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perm_identitySai Monish

Probably the best place I went for filing my taxes, very friendly, quick and on-point.

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perm_identityRevanth Kumar Gudimalla

It was pretty fast and easy. Very professional and quality work.

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perm_identityMazen Nabulsi

Strong experience in the field, highly recommended if you need proven results

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perm_identityKeerthi Kotha

You guys are the Best! I have come across in terms of Taxes. I am glad that I picked you guys for filing my Taxes.

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perm_identityRayvelyn K. DeJarnett

2 years later he is still the best all around!!!.... Thanks for stellar service.

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perm_identityPraveen E

Very professional and very accurate Tax preparation, I would advice to call and talk to them

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perm_identityAjit Sahoo

Extremely courteous and professional. Have been using their services for last 6 years. Highly recommended

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perm_identityRuthvij Polasa

Very professional and helpful assistance with tax needs. easy to schedule the appointments and file the taxes

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perm_identitySelvan S

had a great experience with MMTi. Appreciate their quick turnaround when I reached them for IRS audit queries

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perm_identityPhil Perry

Filing taxes is never fun, but at least MMTI makes it painless! Fast, thorough and easy to follow explanations are the norm here Great service

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perm_identityVenkataraman Subramaniam

Highly recommended! They know what they are doing and found ways to save and even get me back some significant refund from prior years.

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perm_identityKeerthana Srinath

Smart and Kind people! I am glad I chose them. They not only filed my taxes but also advice on how to manage my finances. Worth every penny spent

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perm_identityKamlender Singh

Professional & knowledgeable team. I would highly recommend Chetan's team to any one looking for managing their personal & business profile. Glad to be linked to this team

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perm_identityVanessa Jimenez

Professional, efficient and they explained my return in a language we understood. Most important afford for all the careful & detailed work they put into preparing our Federal & State taxes.. Now they are managing my business taxes as well

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perm_identityGopal Raval

Miracle worker! MMTi is AWESOME!!!! I had a very positive experience working with MMTi to file our '09 & '10 taxes and will definitely be going back to MMTi next year. MMTi team extremely knowledgeable and up to speed on the latest tax laws. MMTi was professional and took time to understand our situation so MMTi could provide the best tax solution. I highly recommend

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perm_identityLakiesha Fason

Very Knowledgeable about laws and takes his time going through your paperwork so that its clear what is happening with your money. Also shared valuable info on how to grow your money. If you nornally dont have accoutant to prepare your taxes this is the best place to come because you want to feel at ease and Knowledgeable about your taxes

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perm_identitySuresh Kumar

MMTI is very organized and professional in its services . Chetan was knowledgeable and courteous in giving tax advices and tips to his clients

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perm_identityChandrashekhar Rane

MMTi provides some good ways to save my tax. Working with Chetan is a good experience, expecting to save more in the coming years. Overall is a good service by MMTi compare to HR & Block and other vendors available in the market

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perm_identityAurelia Meloni-Ehrig

This was the first time we used the services of Manage My Taxes Inc. Thank you for all the previous reviews that made us decide to go there!! We were very pleased with the consultation, advise, and fast service. We will definitely use them again

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perm_identityKrishnan Sampath

Chetan understands the tax requirements for each individuals and provide customized service. He has very good grasp of tax laws and his approach is very professional. I strongly recommend MMTI for all your tax needs

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perm_identityJinal Shah

I am filing both business and personal tax returns with Chetan . He is best and knows how to save money legally with no hassle . Tulsi’s work is also bes

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perm_identityDaniel Paul

Chetan is a smart and resourceful individual who knows his taxes. Each time i have gone to see him he has saved me sooo much money that the big box tax stores or software have both missed in the past. He is a very bright entrepreneur who has demonstrated his resourcefulness by helping me be aware of certain tax credits and deductions that applied to my circumstance that no one else has ever brought to my attention. He takes the near foreign language of the tax code and brings it down to simple English so i was better able to discern what was applicable to my circumstance. If you want to save money on your taxes please do your self a favor and go to Manage My Taxes Inc, with there competent staff and save yourself from the headaches of the other places. Loyal Customer Dan P

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perm_identityPulkit Agarwal

I am an investment manager, and Chetan was super helpful with advice around not only how to save today's taxes but how to invest tax free in the future. Knows all the small nuances

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perm_identitysimranjit kohli

I have been using MMT's services remotely for the past 4 years for filing my taxes. Their service has always been quick and thorough. They are also quick with their turn around in case you have questions or concerns

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perm_identityRam Atluri

We have been with managemytaxes for our Tax filing since the last 3 years and we are very pleased with the service.. Other than taxes we learned a lot of things about managing the finances,Investments and benefits of IRA savings. I usually recommend Manage my Taxes to my friends ,But also wanted to write a review so everyone is also benefited

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perm_identityRishi Nagh Sattoor

Working on my taxes with Chetan was like a cake walk. He explained me what all should be done and how to save majority of taxes and gave me more inputs on how to save taxes for the future years. I would definitely recommend Chetan(ManageMyTaxes) to file you’re tax returns

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perm_identityKrishna Chaitanya Sarvepalli

I was referred by a colleague and filing taxes with Chetan was so easy and he has explained quite a lot about all the optional forms which will reduce Federal taxes. Thanks a lot. definitely recommend MMTI to anyone looking for good tax filing professionals

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perm_identityUdhay kumar

MMIT has been extremely great in helping me prepare my taxes and they even gave valuable advice on how to manage my finances better.. I really loved working with them as they know what they are doing, I would recommend them. especially Chetan is very knowledgeable and helpful

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perm_identitySabeel Syed

Manage My Taxes was very efficient in filing my tax returns. They follow the IRS guidelines to the T and recommend ways to save. I strongly vouch for their services as their USP is not just their ability to calculate but also ensure the customer is educated about their own finances

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perm_identityShekhar M

I had a Tax consultation with Chetan and he was very helpful, answered all my questions in detail and gave good advice. I highly recommend Manage My Taxes Inc

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perm_identityAnand Prakash

MMTX is a good company for tax filing purpose. Chetan is professional, knowledgeable and detailed, and share valuable information from time to time on filing taxes . Make sure you come prepared with all documentation to save time

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perm_identityVinodh Rapolu

Chetan is nice and good knowledge about opening a new business license. He patiently answered all our questions and gave good suggestions, like how to start a small business

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perm_identityTom Bishop

Highly recommended!!! Very professional service. In the past I have used Tax Cut to muddle through my taxes. But now I was behind a year and have a rental property and other deductions that I was unsure how to handle tax-wise. No problem for Chetan. He made filing taxes so easy! I will definitely be back next year

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perm_identityvinay chamarthy

Chetan did amazing work for us. He digged into our stuff so well and caught something we didn't even know to look for. He asked us the the right questions and have taken care of our whole family with patience and great care. Truly remarkable

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perm_identityBala Ranganathan

I did my previous year amendments also my current year taxes through Manage My Taxes. Chetan and his staff is knowledgeable and able to maximize my returns. I would recommend them especially if you have complex returns

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perm_identityNitish Rangarajan

Really appreciate the diligent services by Mr. Chetan and his team. They were quick and efficient in helping me file my returns in a timely manner. Highly recommend

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perm_identityMohammad Ismail Gundlur

Chetan is extremely knowledgeable and professional. We approached him to consult and seek guidance on a variety of tax related questions. He explained it in detail and also provided pros and cons of various options. I would highly recommend if anyone is in need of tax advisory or tax services

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perm_identityVjay

Chetan is very helpful in explaining corporate tax strategies that we need to follow for our newly opened business entities, he responded with more insight view to our questions made us feel that we got good picture on what we needed

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perm_identityTingli Xing

I have been using this company for my tax return for two years now. They are very efficient and helpful. They told me how to manage my money in the most beneficial way legally. I had very good experience with them. Highly recommended

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perm_identityshashank basavaraju

I setup a tax consultation recently with MMTI to get advice for my changed financial situation and was very impressed with the advice, not just on taxes, but finances as well. We touched upon various topics like self-employment, home buying/selling, FATCA and Chetan was very knowledgeable and shared valuable advice. Would highly recommend

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perm_identityShishir Ranjan

This is my 3rd year of doing taxes and to say the least, I’m extremely satisfied and happy with the services I get. I have been filing taxes for last several years now but I’m glad I shifted to do taxes with Manage My Taxes. They are not just professional in the subject matter of taxes but also extremely professional in dealings, timelines, accuracy and ethical consultation. They overall understand your situation, holistically look at everything and give advice which you can’t get easily. Yes, they do charge higher $$ as preparation fees but the value I feel I get is far better than what I used to pay elsewhere. The money spend here is more worth it and some great suggestions have helped me over the years to know what to do or not to do and maximize my refund. Kudos to the team. Keep up the good work

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perm_identityabiyain alfonzo

They helped me a lot as an Inmigrant it was really hard to fill my taxes and there are a lot of things you cannot do with online services, in fact I tried a couple of ones and this was my last option. They attended me very well and solved all my problems

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perm_identityProsenjit Dutta

Chetan and his team at Manage My Taxes have been helping me file my taxes since 2010. I know that nothing I say about their efficiency, professionalism and attention to detail would be enough praise for this amazing team of tax professionals! I wish them continued success in their commitment to outstanding service to the community

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perm_identitySowmya Sadhasivam

Responsive, quick turnaround for appointments from their team. The tax consultation with Chetan was super valuable, he not only took time to understand our current situation and offer advise on tax saving strategies but also introduced us to other investment opportunities. Highly recommend

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perm_identityaditya sharma

Very knowledgeable and responsive team. Best thing about this firm is Chetan himself explains you about your return before they actually file the return for you

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perm_identityTharun

Manage My Taxes was very efficient in filing my tax returns. Chetan was very helpful, answered all my questions in details

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perm_identityKishan Bhula

Chetan and his team are great tax advisors and know the ins and outs of the tax codes. It really helps put things into perspective for your specific tax situation and takes the guess work out of planning and filing.

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perm_identityIT QA Professional

I used to do my tax returns when I was in Atlanta. Good to hear ,would love to work with you on estate planning which i am bit excited to see how this works. Thanks for your initiative and appreciate your help to the community.

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perm_identityJoseph Stephan

Raj responded to me almost immediately upon my initial search request. Once I provided him with my documents, he processed the paper work within a couple of days and worked with me to correct some issues. Friendly and professional.

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perm_identityprasad Nuthalapati

Raj is very easy to work with. Extremely professional. Very organized and responds very quickly. He makes sure no avenue is missed to save money for his customers. I would recommend using the services.

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perm_identitystephen stone

I have been getting my taxes handled by Pay Financial for two years now and I have been happy with the service each time. They are quick to get back to me and they have helped me plan for the following year so as to not get killed in taxes. I plan to continue using thier services in the future

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perm_identityRaj

Raj Agarwal is a great person to work with. He handles both my business as well as personal tax filing.. He is very courteous, communicative and a pleasure to work with. i wish him the very best. Raj

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perm_identityRaj Gill

Raj Agarwal has been preparing my taxes for the last two years, and I completely trust his work and his advice. I procrastinated in getting my information to him this year and he was non-judgmental and ready to help. Makes tax preparation a pleasure. I wouldn't go to anyone else. I would absolutely recommend him to anyone!

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perm_identityRajeev Srivastava

Have been using their services for past two years. Good subject knowledge and expertise. Will recommend for sure.

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perm_identitymango alanzir

Desi CPA but better then others.He is proffesional , friendly n cool guy.For the last 5 years I hv bn going to him.His staff r awesome ..I love Shiva...Honest n very friendly. I wud definitely recommend them.

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perm_identityMansoor Ahmed

Been going here for 10 years, couldn’t of asked for better service and knowledge

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perm_identityIshaan Kapoor

Jagdish was very helpful to help me revise my taxes

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perm_identityT I

Jay was kind enough to call me on a Sunday. I have been trying for months to get some answers regarding an overseas small business I inherited , tax implications, laws, and several other situations, including ones here the states. He was very patient and was able to provide some clarification and was of great assistance. I will be using his services in the foreseeable future. If you want someone who knows what they are doing, then I highly recommend this company.

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perm_identityrushik bhuva

Awesome service, available anytime, great knowledge

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perm_identityBill Fennan

GoalSeek has been extraordinarily helpful when it come to our accounting needs, handling dad to day financials while maintaining privacy and offering helpful business solutions. Karan Ranka’s work has always been competent, accurate, complete and meticulously attended to. His knowledge and experience in the field of accounting has been of great benefit to our organization. He has a team of awesome professionals that gets everything done in a timely manner. They give suggestions and are also updated with the latest policies which gives them an edge over others. I wouldn’t hesitate to recommend GoalSeek as I find them the best in the industry now that we have had a working relationship

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perm_identityJohn Phillip

The tax season brings anxiety and apprehension but with GoalSeek and its team, the shear pain of accounting is replaced by continued comfort and confidence that these professionals bring to the process. With the tasks in hand, they also do the thoughtful extras like saving some money or some administrative courtesy that not everyone provides for. The staff is very helpful and some of them like karan, Anima, Ram, Sanket go the extra distance to solve the issues and queries. I would blindly recommend the firm time and again to organizations that have collaborated with us for their accounting needs.

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perm_identitySushil Israni

We have worked with GoalSeek as our accounting partner for a while now and I couldn't speak any more highly of the firm and its employees. Karan Ranka provides services in a manner that for the cost of his service, the value of money is second to none. They organize the financial data in a manner that making business decisions by just having a glance at it has become easier. Their team of professionals is dependable, thorough and unmatched in the field of accounting. All the data remains confidential and the services are outstanding.

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perm_identityViral K

“Fast Service and Good experience with Neelkanth Accountants.”

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perm_identityDev T

“It was very good working with Neelkanth Accountants. Very punctual.”

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perm_identityHiren M

“Great experience. Very trustworthy and reliable. Recommend to anyone who needs a great CPA.”

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perm_identityKrunal Patel

We would really recommend this team for all tax needs. They were able to help us file our taxes on time and did not delay the process. They were available to answer questions and got back to us in a timely manner. Will definitely be using them year after year for our tax filing.

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perm_identityHoracio Pellegrino

Great professionalism , always very accurate , great counselor. Always on top of things , always on time. Great knowledge of how to work out taxes personal and for the company. Highly recommended.

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perm_identitymudit pradhan

Worked with Mr. Jagadish Shah. The process was smooth and he made sure to educate us about all the areas for maximizing the returns. He is very diligent.

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perm_identitySANJAY KUMAR

Had a really great experience filing taxes with NRI Tax Group! Very competent team with a very professional setup, accurate filing, very reasonable cost - highly recommended!

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perm_identityJ. P. Samala

Laddi is knowledgeable in Indian and US tax laws, investments and real estate. He is very pleasant to work with. His advise on various everyday tax and personal financial planning matters is excellent.

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perm_identitymaninder sidhu

I have done my taxes with them last year and they offered the best possible service at good price. Highly knowledgeable and welcoming staff. I also referred this place to my coworkers and family members.

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perm_identitydeiptii medha

The overall experience with NRI Tax Group is beyond an expression. The finesse and the skillfull handling of my work has made me undoubtedly loyal to them. I would for sure recommend them to my friends as we can be absolutely care free while getting the taxes done by this remarkable group

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perm_identityGurkirat Singh

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

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perm_identitypaul hinduja

Shamsher Grewal and his team is very knowledgeable, experienced, highly skilled and talented tax professional. He has great knowledge about rules and regulations for taxes in US and India which is good for Indian Community and can handle any type of tax matters efficiently and effectively. His advise on various tax laws is excellent. I highly appreciate for his service.

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perm_identityanand sharma

Very rarely, you find a CPA and tax accounting practice that actually gives advice. I had such a bad experience with some of the CPA that advertise on the radio. The hardest part of any CPA practice is to give time to its customers, and that's what NRI tax group does. They gave me enough time while filing my taxes. They provided advice that saved me taxes on my stock options, RSU's, and with my foreign tax reporting for India assets and bank accounts. Please don't waste your time with other CPA's because no one gives advice. By the way, they also specialize in India's tax planning and filing. I also met their sister company NRI Wealth Management. It was great to collaborate with the CPA and Certified Financial Planner at the same time under one roof. Believe me that has never happened before and I have been filing my taxes since 1995 in the US.

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perm_identityatul saini

Shemsher , Is great tax person he give s great tax service and advise on tax saving. It is great place for Tax service.

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perm_identityAnand Venkataraman

Have used Bhaven for the last 6 years and have only praises for the experience. Highly recommend for simple and complex filling situations

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perm_identityDonald Rrokaj

Very knowledgeable and an expert in the complex world of TAX RETURN

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perm_identityKeyuri Patel

I've been going to Accounts Serve since 2012. Bhaven Shah is very fast and accurate to do tax filling, always helpful and always best tax planner. . Highly recommended.

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perm_identitySreenivasa Rao Kota

Very friendly. Give response very quickly and complete the job as per the timeline.

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perm_identityKhooshbu Patel

great service Bhaven is friendly and fast turn around!

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perm_identityjay patel

Having great experience working with Account Serve Highly recommended!!!

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perm_identityOmar Ghanim

Bhaven has been doing my taxes for years now. I only go to him for my tax questions/filings because he's thorough and reasonably priced. I appreciate his hard work. Thank you for all that you do!

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perm_identityMuhammad Shahnawaz

Great Service , Very Professional .

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perm_identitySatish Patel

Excellent knowledge, adviser, expertise in both business and individual tax returns and also resonable fees. Quick response upon question ask via phone conversation without costly appointment. Good luck for future endeavors.

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perm_identityrajesh patel

I have used services from Bhaven Shah of AccountsServe for 12 years now. Very straight forward professoinal service. I definitely recommend him for your accounting and tax services needs.

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perm_identitySeema Vachhani

Awesome service and Bhaven is very helpful and kind person...I have wonderful experience with them always...keep it up...

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perm_identityDr. Kanu Patel

Excellent service. I am his client since 2018. No complain at all. He find out the mistake done by other big name accountant , he filed tax for Philadelphia even I was living in Bensalem and I got 4000 $ back because of him. Thank You.

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perm_identityPraveen Aruldoss

I have been filing taxes with Accounts Serve since 5 years now, thorough professionals. I am based out in CT, even if its an itemized filing they make it so easy for you with limited follow-ups and understanding your need on the first meeting. Not one glitch so far!!! Absolutely will recommend Accounts Serve for your accounting/tax needs

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perm_identityVb P

I have been filing my tax returns with Bhaven shah since 2008. I have good experience with his service. He is very helpful.

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perm_identityAkshar Patel

Accounts Serve is an excellent accounting firm, who is owned by Bhaven Shah. He is an excellent advisor, and is always finishing tax returns on time.

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perm_identitySRIRAM SESHAGIRI

Awesome always. I have been filing with Bhaven since the last 4 years and, it has been very good and, memorable experience. Very reasonably priced as well and, not like H&R Block / Turbo Tax and, other consultants who are exorbitant and, unreasonable.

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perm_identityBRIJESH PATEL

Bhaven is a really great person. He is very spontaneous. I like his work and definitely recommend to anyone.

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perm_identityManan Manan

I am very much pleased to share my experience with Account Serve LLC owned by Bhaven Shah. Bhaven is very attention to detail, professional, knowledgeable and very prompt in responses. Bhaven has a thorough and deep knowledge in the matter of all types of taxes for Federal,states and local counties. In previous years, I was moved from different counties . Bhaven took time to gather all my details and minute information and he made sure to calculate and file my taxes appropriately and accurately. In the history of my past several years of experiences with tax filing, I had taken services from big/famous names companies, however I did never get proper service and satisfaction in the matter of my tax filing from other Tax firms. After experiencing with Bhaven Shah's great quality of work, professionalism and responsiveness, I would always prefer to file my taxes with Bhaven Shah every year. I would strongly recommend all who are looking for great quality, value,professionalism and responsiveness. Bhaven Shah's Tax service is Best in Class for all time !!

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perm_identityAir Neal

Bhaven does everything he can to provide great service. Knowledgeable, Efficient and courteous. Thanks again!

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perm_identitySweta Patel

He is very good at what he does. He files my taxes every year without any problems or delay. I would highly recommend him if you looking for good services. Thank you for helping me and taking care of my taxes.

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perm_identityaswanth vaidiswaran

Awesome consultant, trustable with reasonable pricing. Bhaven is great in following up and works with email as well. He responds quickly during busy season as well.

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perm_identitySohaib Sultan

Bhavan Shah is an exceptional accountant, very meticulous and efficient. He does his work with integrity and excellence. And you can't beat his very reasonable prices!

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perm_identityV. Patel

I used their services for my individual tax return for more than 5 years. Every time they delivered the same good quality service in highly professional manner. Highly recommended!!

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perm_identityJay

Bhaven completed our taxes in a very thorough and timely manner. All we had to do was supply him the documents he requested and fill out a few forms, and it was as easy as that! I would recommend him and Accounts Serve to anyone in need of trustworthy and reliable tax/accounting services.

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perm_identityIbad Khalid

I have been using them since 2006 and hands down the best tax service out there. They will answer all your questions and stay with you till the end. I have recommended dozens of people to them and everyone is happy with their service. Reasonable rates and quick service.

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perm_identityVidala Srinivas

Bhaven is extremely good at doing his job right. He is friendly and understanding. He tells the client what they need to do before coming to him so we know what is expected of us before hand. Once we get to him he takes his time to explain everything to us and he is very patient with helping us. I highly recommend going to him. I have been going to him for the past 9 years and I will continue to go to him because I trust him.

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perm_identityChandraShekar Suryapet

Quality of the service is good. Highly Recommended.

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perm_identityJimika Mehta

Bhaven is extremely qualified and knowledgeable. He takes the time to answer any questions and provide any tax guidance when necessary.

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perm_identityForam Desai

Very professional. Great service and quick response. Highly Recommended.

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perm_identityPriyanka Desai

Very helpful and explains everything in detail . Have been filing my taxes for the past 15 years with him . Thank you !!

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perm_identityJiten Mehta

I have been filing with Bhaven for the last five years. He is very knowledgeable and professional. Would definitely recommend him to family and friends.

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perm_identityAlok Sengupta

Accurate & Professional!!

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perm_identityPramod Kekade

Bhaven prepares the taxes well. It's hassle free as I have been doing with him online tax returns from almost past 5 years

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perm_identityBedatanu Banerjee

1. Professional: Responds to all queries with artuculate answers promptly 2. Knowledgable: Knows all about his work. Ranging from federal tax rebates for hybrids and solar panels, ramifications of taxes in foreign countries. 3. Thorough: Makes sure my returns don't leave any stone unturned 4. Delivers: Always before time. Makes time to go over the returns personally 5. Handles complicated cases easily without any fuss 6. Reliable: I've been with him for over 5 years now, just wish I'd known him earlier

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perm_identityJignesh Patel

Very Professional person.

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perm_identityDalia Or

Highly recommend it he’s been my accountant for over 15 years end of year taxes and more.

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perm_identityForam Desai

Highly recommended. Very Professional work and always ready to help.

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perm_identitySweta Patel

He is very professional and takes his time to explain any questions that you may have. I always get my taxes done with him and never had any issues anytime. He is always happy to help. Thank you for helping me with my taxes every year.

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perm_identitySriram Seshagiri

I have been doing my Tax Returns with Bhaven for the last 6-7 years. He is really very good and, so much professional and, explains any questions you have very nicely. The service cost is also very reasonable for the amount of work one needs to do for tax filing compared to $250/$300 services from HR block or Liberty Tax, etc. Plus those guys make so many mistakes in filling your tax returns. With Bhaven it has been perfect and, I have hardly come across any mistake in his tax filing. I would highly recommend Bhaven any day !!!

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perm_identityPradip Shah

My tax return is being filed by Mr. Bhaven of Account Serve since past several years. He is very professional & doing tax return very carefully & so I am very satisfied. His charges are reasonable. I recommend to try for filing tax return with him.

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perm_identitySonia Bowler

Have used this excellent tax preparation service for many years. very professional and responsive to client needs.

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perm_identityDr Kanu Patel

Excellent service. I am his client since 2018. No complain at all. He find out the mistake done by other big name accountant , he filed tax for Philadelphia even I was living in Bensalem and I got 4000 $ back because of him. Thank You.

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perm_identityIbad Khalid

I have been using them since 2006 and hands down the best tax service out there. They will answer all your questions and stay with you till the end. I have recommended dozens of people to them and everyone is happy with their service. Reasonable rates and quick service.

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perm_identityVidala Srinivas

Bhaven is extremely good at doing his job right. He is friendly and understanding. He tells the client what they need to do before coming to him so we know what is expected of us before hand. Once we get to him he takes his time to explain everything to us and he is very patient with helping us. I highly recommend going to him. I have been going to him for the past 9 years and I will continue to go to him because I trust him.

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perm_identityAarna Mortgage

Bhaven Shah is very knowledgeable about business and personal US tax returns. Always very timely reply for all your concerns. Has been doing my personal and business tax returns now for 13 years

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perm_identityArun Kumar

Very helpful and professional. Will definitely recommend all my friends. 5 star service.

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perm_identityDavid Pean

Mr Singh was very professional and effective. I'm very pleased with his services

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perm_identityDavid Belfer

Excellent accountant! Don’t hesitate to use him for all of your accounting needs!

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perm_identityNy Luxury Ride

One of the most professional accountant I ever met understand and helpful. He is the guy.

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perm_identityI’m going to mr. Singh for many years. Highly recommend.

I’m going to mr. Singh for many years. Highly recommend.

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perm_identityAnshika Bhatia

Very helpful and responsive.

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perm_identityPrashant

Jagdish is very professional when doing taxes. He understands client requirements and give suggestion to save taxes. Will recommend his services.

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perm_identityboopathiraj

Jagdish is very good professionally in understanding the requirement and getting back in preparing the tax solution for your needs. He always puts the client first and i recommend jagdish to all my friends and i am sure you would feel the same after the interaction with him.

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perm_identityDeepak

Great People and great service, Located neat Edison area. Very knowledgeable!! def recommend.

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perm_identityBharothu Nagendra

Best Financial Service in irving US.they provovide best services for me.thank you thiru sir..

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perm_identityvikas kambhampati

Just like we approach professional advisors for medical and legal advice, Its always good to have professional guidance for financial goals. The team of Financial Services Mania was professional & very approachable in understanding my concerns and offered personalized & structured advice based on my goals.

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perm_identityMONEY SINGH

His very nice

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perm_identityStephan Hohil

Very professional. Takes the time to ask important relevant questions. Handles his practice and clients (me) with utmost respect. I would recommend Raman Abrol to anyone looking for excellent service.

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perm_identitySurya

Mr. Jagdish takes extra attention and follows up with series of questions and recommendations to cater to an individual's tax needs. The process is super easy. He is kind enough to answer my questions and provided some valuable suggestions. Thank you Jagdish for filing my personal tax returns within in couple of hours after contacting you.

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perm_identityWin

Very knowledgeable, personable and available to solve your tax needs.

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perm_identityArvind

The service Jagdish was excellent. He asked the requirements and question to the point and very clear. The service provided was timely. My experience is excellent and already referred to my friends.

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perm_identityJignesh Patel

Experienc professional! They are the perfect successful tax preparation. I am glad that I take their assistance for all my accounting needs. I appreciate that Jagdish Bhai is Fully focus on client need, excellent follow-up , A perfect advisor for tax planning , A very good advisor for long term planning , dedicated to client and work , flexible, trustworthy, creative , timely compliance to IRS , transparent and fully supportive solutions!

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perm_identityBabulal Patel

He was great and did everything’s I asked for. Definitely recommend anyone to go to him for tax and accounting services

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perm_identityMohit

I had a complicated case with foreign income and few other issues but Mr. Shah did an amazing job in explaining everything and helping me every step of the way ....highly highly recommend

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perm_identitykevin mores

They have expert and experienced tax preparers who will help you by using their professionalism in the tax preparation. In order to keep your accounts in the right manner, I would highly recommend the services of these guys to you.

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perm_identityrobin thomas

I had a great experience with Virtual Accounting & Tax Solutions. Everyone working there was warm and inviting. And got my taxes done efficiently and quickly. I've recommended them to a lot of my friends and family over the years. And everyone's had the same experience.

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perm_identityNaplesLamp Factory

Our second year getting our taxes done here. Virtual Accounting & Tax Solutions is the best! She's knowledgeable and so helpful, especially towards our profession and filing taxes for it. No fuss so we were in and out of there! Guys, you are the best!

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perm_identityRobin anderson

Excellent services, great knowledge, and experienced professionals! They have all that you might need for successful tax preparation. I am glad that I take their assistance for all my accounting needs. Thank you, guys, for the best solutions!

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perm_identityCarved Nature

When I required to file a tax return with the IRS annually and needed the expert advice They provided me with the great services with their knowledge and experience. I would like to highly recommend their quality services to all!

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perm_identityDevid Roggers

Found Virtual Accounting & Tax Solutions through a friend’s referral last year and we’ve been so happy with this place. They take care of our taxes, answers all our questions and helps us to really understand what’s going on. I love being educated on my finances and getting my taxes care of.

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perm_identitysindhu

Been getting our taxes down here for 3 years now. Roshan Kumar is very good and had your best interest in mind. He has advice on what you can do in the future to help with getting the most money you can back.

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perm_identityRamani

I was referred by Laddi Ji (LSJ Financial) to Shamsher ji, 2 years back and he helped advice on taxes and I filed taxes thru Shamsher. Since then I filing taxes with Shamsher. He was nice and giving special attention to my concern and answer all our questions politely in person or thru emails. Shamsher is also knowledgeable in India property buying or selling and implication of taxes in US. Shamsher is very professional and timely to advice and file taxes. I recommend Shamsher services to everyone.

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perm_identityEddie Boo

Excellent customer service, people were very friendly, courteous and professional. Very reasonable pricing and awesome job...highly recommended....

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perm_identityNithya Srinivas

Establishment with experienced professionals and great customer service

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perm_identityMir Ali

Excellent customer service, people are professional at an affordable price. I would recommend anyone for the services.

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perm_identityGopal Arunachalam

Efficient, diligent and very professional with reasonable pricing. Strongly recommend to anybody who is looking for the Tax services

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perm_identityWaquar Rizvi

Finserve. Tax return services one of the best in my experience thats why i recommended my family and friends to go for all financial services...

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perm_identityNavjot Kaur

He is a kind and nice person. we like the way he works and our tax filing and other things were handled by Raman sir. we know for 1 year. thanks

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perm_identityHerbert Lewis

I highly recommend Shilpa for all your tax needs. She was quick to answers all our business questions regarding our taxes. She is customer service focused and it shows in the works she delivers.

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perm_identitytanuj potra

Best CPA ever, Shilpa is super nice and helpful. Always available to answer your questions, even the silly ones. Have been using her services for 2 years and even recommended her to a few friends. She is a pleasure to work with.

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perm_identityjogeneo

Manage My Taxes Inc (MMTi) has done great job to prep my income tax as well as a Business filing. Absolutely fast, precise and energetic filling made my day in dealing with IRS and all underwater stones- this guy helped me go thru! Awesome job! -Gene

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perm_identityparisthruso

I received an audit notice and checked with my suwanee based cpa . .jacob tax. This fellow filed my taxes for audit year; somehow I did not agree with suwanee based cpa's advice. I reached out to Chetan. He helped us navigate through an audit. At the end, I was able to successfully prove on tax filing for the audit. Very grateful to Chetan and being available even during his vacation aboard.

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perm_identitymohankvagmail

I have been filing taxes with MMTi since 2009. Experience with the staff (Tulasi & Chetan) every year been Friendly & Quick. I recommend you give them a try. And if you do, you will never look back again. You have the option to collaborate online thru WebEx if you cannot personally meet the staff in their office.

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perm_identityKalyan Sreeram

Filing tax returns never seemed so easy.

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perm_identityNADEGE MIDY

Very informative, very helpful. I would highly recommend them!

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perm_identitySurya Gundubogula

I have an audit my itemized tax filling and Manage My Taxes handled very professionally. Finally I got my return no further queries and I highly recommended his service.

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perm_identityKunjal Patel

Love the service. Chetan is very professional and always willing to help.

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perm_identityGurudas Pai

Very fast service ! Joint filing with income from India, it took 24 mins ..!

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perm_identityPhil Perry

Filing taxes is never fun, but at least MMTI makes it painless! Fast, thorough and easy to follow explanations are the norm here Great service!

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perm_identityGopal Raval

Miracle worker! MMTi is AWESOME!!!! I had a very positive experience working with MMTi to file our '09 & '10 taxes and will definitely be going back to MMTi next year. MMTi team extremely knowledgeable and up to speed on the latest tax laws. MMTi was professional and took time to understand our situation so MMTi could provide the best tax solution. I highly recommend.

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perm_identityChandrashekhar Rane

MMTi provides some good ways to save my tax. Working with Chetan is a good experience, expecting to save more in the coming years. Overall is a good service by MMTi compare to HR & Block and other vendors available in the market.

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perm_identityVanessa Jimenez

Professional, efficient and they explained my return in a language we understood. Most important afford for all the careful & detailed work they put into preparing our Federal & State taxes.. Now they are managing my business taxes as well.

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perm_identityKrishna Chaitanya Sarvepalli

I was referred by a colleague and filing taxes with Chetan was so easy and he has explained quite a lot about all the optional forms which will reduce Federal taxes. Thanks a lot. definitely recommend MMTI to anyone looking for good tax filing professionals.

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perm_identitySuperFly Pilates

I had a great experience with Manage My Taxes. Chetan is extremely knowledgeable and helpful. He took the time to walk me through all my options so I could make important decisions about my new business. I will definitely use them again!

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perm_identitySabeel Syed

Manage My Taxes was very efficient in filing my tax returns. They follow the IRS guidelines to the T and recommend ways to save. I strongly vouch for their services as their USP is not just their ability to calculate but also ensure the customer is educated about their own finances.

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perm_identityRam Atluri

We have been with managemytaxes for our Tax filing since the last 3 years and we are very pleased with the service.. Other than taxes we learned a lot of things about managing the finances,Investments and benefits of IRA savings. I usually recommend Manage my Taxes to my friends ,But also wanted to write a review so everyone is also benefited.

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perm_identityDaniel Paul

Chetan is a smart and resourceful individual who knows his taxes. Each time i have gone to see him he has saved me sooo much money that the big box tax stores or software have both missed in the past. He is a very bright entrepreneur who has demonstrated his resourcefulness by helping me be aware of certain tax credits and deductions that applied to my circumstance that no one else has ever brought to my attention. He takes the near foreign language of the tax code and brings it down to simple English so i was better able to discern what was applicable to my circumstance. If you want to save money on your taxes please do your self a favor and go to Manage My Taxes Inc, with there competent staff and save yourself from the headaches of the other places. Loyal Customer Dan P.

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perm_identityTom Bishop

Highly recommended!!! Very professional service. In the past I have used Tax Cut to muddle through my taxes. But now I was behind a year and have a rental property and other deductions that I was unsure how to handle tax-wise. No problem for Chetan. He made filing taxes so easy! I will definitely be back next year.

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perm_identitySrikanth JS

Pretty diligent at what they do and great support Overall!

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perm_identityKrishnan Sampath

Chetan understands the tax requirements for each individuals and provide customized service. He has very good grasp of tax laws and his approach is very professional. I strongly recommend MMTI for all your tax needs.

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perm_identityRayvelyn K. DeJarnett

Excellent service. Highly recommended!!

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perm_identityAurelia Meloni-Ehrig

This was the first time we used the services of Manage My Taxes Inc. Thank you for all the previous reviews that made us decide to go there!! We were very pleased with the consultation, advise, and fast service. We will definitely use them again.

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perm_identityUdhay kumar

MMIT has been extremely great in helping me prepare my taxes and they even gave valuable advice on how to manage my finances better.. I really loved working with them as they know what they are doing, I would recommend them. especially Chetan is very knowledgeable and helpful.

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perm_identityChandni Patwa

Very diligent and friendly service. Highly recommend.

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perm_identityAjit Sahoo

Extremely courteous and professional. Have been using their services for last 6 years. Highly recommended!!

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perm_identityKamlender Singh

Professional & knowledgeable team. I would highly recommend Chetan's team to any one looking for managing their personal & business profile. Glad to be linked to this team.

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perm_identityshrutikadere

shrutikadere felt that Amazing! Highly recommend it!

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perm_identitySangeeta

I contacted Shamsher ji via Laddi Jhuty (LSJ Financial Service) for advice on setting up a Corp and he helped me with most timely and accurate advice that helped me do the right thing in my situation. I know Laddi Jhuty as the most reliable trustworthy and knowledgeable person in the field of financial services and Mr Shamsher Grewal from his team who helped me with the corp set up information and tax consequences is just as knowledgeable in the tax field. He was extremely professional and courteous. I am very grateful for their timely and sound advice in my time of need. I highly recommend them. Thanks `Sangeeta Bhatia

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perm_identityGuri Sivia

They have been doing our family's taxes since the last 4 years. Shamsher is a really great guy to work with. He has a lot of knowledge in his field. They made the experience of tax filling very easy and ensures you get the maximum refund. Very easily reachable at any time. I would recommend their services to everyone without any doubt.

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perm_identityParmjeet

Shamsher Grewal at NRI Tax is very knowledgeable and experienced tax professional. He is very well versed in international tax laws, individual and small business taxes. The fee is very reasonable and service is top notch. The office staff is very welcoming and helpful. I have used their services since last 2 years. I recommended them to my friends and relatives.

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perm_identityRia Madhwani

NRI Tax is a one stop shop if we are looking for a stress free accounting and planning of our taxes. The way the work is handled by Mr Grewal and his staff speaks volumes of their expertise in their field. A thumbs up to NRI Tax!

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perm_identityMedha Sharma

The overall experience at NRI tax group is beyond expression The finesse and the skill set of the staff is exemplary Would recommend my friends to them for tax planning and accounting for sure

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perm_identityJon Yee

Starting and running your own business can be a big challenge. Let alone, filing numerous papers to the city and federal government. Shamsher has offered great tax and accounting advice to help us get started. He responds on time and makes himself available when we're in need. On top of that he has been proactive on the tax and payroll needs of our business that some we weren't even aware of. His work is much appreciated.

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perm_identityBalaji

Balaji felt that Amazing! Highly recommend it!

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perm_identityJ Selby

Lonestarcpagroup did a wonderful job preparing my individual tax return. Shilpa is very knowledgeable and experienced in tax preparation. The entire experience was very seamless and convenient. I highly recommend!

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perm_identityBalaji

Balaji felt that Amazing! Highly recommend it!

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perm_identitySandeep

Totally incompetent and dishonest people. Highly unprofessional. They'll initially quote a very reasonable price, but when you start working with them, they will ROB YOU and still manage to mess up your taxes.

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perm_identityCitrix

BE WARE! Avoid this place, You will get scammed! They will lie to your face and bill you for it. Ridiculously high bills for they crappy work. They charged $300 for a 45 minute worthless so called consultation, and lied about the fee and the time spent.They'll tell you they've been around from 2011, when they are only operational from 3 months. They don't know the abc's of taxes, You'll do a better job yourself than having them do it.

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perm_identityClarissa Rivera

I was very please with Shilpa's work. She was very responsible and professional. I felt that I can confidently rely on her to do my taxes without any worries at all!

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perm_identityHarpal

shamsher grewal is the best tax service in the bay area they been doing my tax from last two year

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perm_identityJasmeera

Best service provider.. Recommended.

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perm_identityNilesh Nemade

Great Experience. Shilpa from Lonestar CPA group was very professional and did a brilliant job handling all aspects of my 2016 tax return.

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perm_identityVish Ganapathineedi

Shilpa helped me with LLC creation and in the process she explained starting from various types of corportations to what best suits me for my situation. Very responsive and timely in every aspect of what she has done for me and I would recommend her to any one.

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perm_identityShridhar Dhone

Shilpa is an extremely professional CPA. She takes care of every single detail and guides you through the entire process. She is very thorough and ensures that your taxes are filed accurately. Shilpa has been very helpful in filing Payroll taxes for my S-corp, filing S-Corp Taxes as well as individual taxes. I highly recommend her.

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perm_identityLisa

It was great for me because it allowed me to make my opinion known to others and not allow the company that took advantage of me to get away with it.

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perm_identitysalil chopra

It was super easy working with Shilpa. I had to get my taxes done in a rush and I had no idea what I was suppose to do. She was super patient and always a phone call or text away. Highly recommended.

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perm_identityAshwin

Thank you Darshana Patel... Highly Recommend to my Friends.

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perm_identityDevesh Pathak

Excellent service!!!

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perm_identityCraig

I have been going to Devesh for the past 4 years. He's a great CPA, professional, personable and very easy to deal with. Devesh and his staff are very knowledgeable and are there all year long to assist me should I have questions.

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perm_identity User

felt that Amazing! Highly recommend it!

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perm_identityPaul D

Great CPA firm. The staffs are responsible and professional, and they reply my questions right away. I will give them my return again!

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perm_identityBob L.

Very professional and well organized training program The teacher is very knowledgeable and helpful. I definitely recommend this training.

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perm_identitySam

Extremely well organized and efficient training program. The instructor is very easy to understand and very helpful.It is a great CPA firm. The staff there are responsive and responsible. They work very efficiently with tax return. I will recommend it to my friends.

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