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“I looked for a firm that truly specializes in tax planning and tax preparation for high net worth individuals and Lefstein-Suchoff CPA exceeded all my expectations! They know the complexities that come with higher income and assets and their advice has been both strategic and personalized. I couldn’t be happier with this level of service & expertise.”
“We have been filing our taxes with Phyphar for over 20 years – I think that says it all. Mr. Kapadia, Hemish and their team are the best. They are friendly, professional, extremely knowledgeable, accommodating, give excellent advice and we have never had to worry about our tax filings. Of course this all comes with all the years of wisdom and experience of Mr. Kapadia. I've recommended many friends to Phyphar and they all keep going back to them.”
“Mr. Haque has been taking care my taxes in the last couple of years. His tax knowledge, dedication to customers, and follow-up with questions for accuracy have been outstanding. I recommend his services to all my friends. Easy to work with and very professional.”
“I was so blessed to have been referred to Rocco. He took me thru a multitude of steps in a fairly difficult procedure of obtaining the mortgage that best fit my situation. I am forever thankful to Rocco.”
“I had to return a second time because I had a late payment that was an error due to the closing of my bank account and Sasha corrected it within 30 days and removed it from my credit. She is an angel and the best in the industry I recommend her to anyone with credit problems. Not only did it help me with my credit but also with the purchase of my car. Thank you for everything you have done for me and my entire family Sasha.”
“I first met Jim when he was my mother’s financial advisor and he came to meet with us at her home when her health didn’t allow her to travel to his office. I got to see first-hand how generous he was with his time, his level of expertise, and his caring attention to my mother’s needs. When she died in 2012, Jim helped me through that process with kindness, compassion and integrity. It was, therefore, an easy decision to entrust my own finances to Jim and his team.
Jim, Jonathan and the rest of the Parks team provide excellent advice and guidance, are unfailingly professional and responsive, and regularly go out of their way to be helpful. I consider myself lucky to be a PWM client.”
“I have to write AGAIN to thank Raymond Tse for his excellent service and assistance during 2019 tax season - especially for the last minute update/filing I needed to do. Professional, knowledgeable, and on point. I strongly recommend if you need for personal or business tax questions.”
“Very grateful to have discovered Urban Unbound for their tax prep services. I have done the tax prep at other locations during the tax season. Everyone I've met in this organization has been nothing but kind and helpful. I love the message of this organization and what they offer to low income population. They make we want to volunteer for their tax prep program and I will always support them. Thank you!”
“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”
8:30AM - 2PM
550 Kinderkamack Rd Suite 127, Oradell
Financial Advising
“This was a truly pleasant experience. The owner of the company himself provided excellent advice to a voice over the phone. He listened to my situation and provided relevant, timely and personal advice to someone he didn't know without charge. Certainly he can't provide free advice to everyone under all circumstances but his advice was most welcome and much appreciated.”
“I’ve been a client of ACE Advisory LLC for over a decade, and their professionalism and consistency have been exceptional from day one. They’ve handled my personal and business taxes with accuracy, integrity, and timeliness every single year.
Beyond tax preparation, ACE Advisory has been a trusted partner in strategic business guidance, especially in helping my mother’s home care agency navigate compliance, operations, and growth. Their team takes the time to understand your unique situation, explain complex financial matters clearly, and develop practical solutions that make sense for your goals.
Their responsiveness, expertise, and genuine care for their clients set them apart from any firm I’ve worked with. I can confidently say ACE Advisory LLC has been instrumental in our financial success and peace of mind. Highly recommended for anyone looking for reliable tax services and long-term business advisory support.”
“I’ve known Cecilia (Cece) Helo for many years, and getting life insurance through her was an outstanding experience. She’s extremely knowledgeable, professional, and easy to talk to. Cece made the entire process smooth and stress‑free. I highly recommend her to anyone looking for reliable guidance and great service.”
“Very Professional and Cordial firm and in my many years of business, dealing with firms locally and internationally, stands out by way of customer service, technology for ease of communication and access, and knowledgeable, to explain accounting concepts in simple terms, so you can understand what is legally required to meet the requirements for adequate reporting.”
“Really thankful for William and Sam at the front desk! My visits have always been so warm, polite, friendly, and helpful. Also appreciative of how Sam could've allowed another insistent gentleman to skip me in line, but always made sure I was helped first, even if the gentleman had a bit of an attitude. William and Sam have made what could've been a confusing process so much more pleasant.”
“I am having the BEST experience working with Ashley Wright in PCG for years! She is caring and responsible, she is dealing with our daily invoices and when we needed advise, she advised the best to our business. I'm so relieved to have a source of funding so that I can pay my contractors even if my client hasn't paid. I would recommend Phoenix Capital Group to anyone needing funding for their business.”
“Had John look over previous taxes that was done by another tax preparer. John was gracious enough to offer his services without any charge. He gave me the solution to my problems and was very generous and professional. I would definitely do my taxes with JWR Financial Services next time and encourage others to do so as well.”
“Through my employer I was a part of a few different 403b retirement plans. Equitable was one of them in the 90s .there was a nice man that would come by and recruit employees and encourage them to join . That man has since passed away .I still to this day have a Equitable account that's gaining interest . Then there was mutual of America. But that didn't last long enough to get enough savings . Next was transamerica none of them was horrible but presently it's voya.i wasn't sure about voya but now im a fan. Ill start with the best part : being able to take two loans out . Usually its one at a time but voya allows you to takes these loans and it can be very helpful. No.2 : with the past companies im not sure with transamerica you could not continue to contribute to your account while you had a active loan.but voya allows. And the website is easy to navigate. .”
“I am a local business owner in town, and today was my first interaction with Adam. He gave me an amazing consultation with much guidance, and kept asking great questions.I have been working on the backend of my own business for the last couple years, and have been seeking a professional to help me and my company grow. I can say hands down that Adam at Udang & Company will be that professional to get it done!Thank you again!”
Open 24 hours
1177 6th Ave 5th floor, New York
Financial Advising
“Over the years I’ve used Amerifund for several mortgage transactions and have always been impressed. The level of knowledge, professionalism and guidance make them the gold standard for real estate transactions on every level! Alan Bachman has always guided us to the right decision. Thank you Amerifund. Brian Sullivan / Home owner/ investor.”
“I want to personally thank Novaughn Miller at the uws branch who not only went above and beyond to help is open an acct for a new
Notforprofit but also went above and beyond to figure out why a check that was 'deposited' somehow ended up in the wrong account and then made numerous calls to
Resolve it quickly and correctly. He is diligent intelligent and a pleasure to
Work with.”
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“I cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!”