About Monica Kurtz & Associates
Reviews for Monica Kurtz & Associates
Write a reviewHours
Monday: 10AM - 5PM
Tuesday: 10AM - 6PM
Wednesday: 10AM - 6PM
Thursday: 10AM - 6PM
Friday: 10AM - 5PM
Saturday: ClosedSunday: Closed
Monica Kurtz & Associates is a well-established tax preparation and financial advisory firm that has been serving the community for over 20 years. The office is clean and welcoming, with a friendly and professional staff that takes the time to understand each client's unique situation. The tax preparation services are reliable, and the financial advisors provide clear guidance and ethical recommendations, even for complex financial matters. Clients consistently praise the expertise and personalized attention they receive, particularly from the standout associate, Jorge, who has earned a reputation for his exceptional service and caring approach.
I've had my taxes done here for about twenty years. Their tax preparation is good but as with any tax preparation, you need to bring in your own personal documentation. They are professional but very nice and do a good job.
Very clean office, friendly staff and affordable. But best of all my questions were answered and broken down in a way that I understood it. I have found myself in a new position financially and didn't have clear guidance from my financial advisor (of years might I add), my tax preparer took the time to answer me and advise me of my options moving forward. Very ethical!!! Thank you!
Love this place. I've been going here for over a decade and they have always handled me and my family's books. I wouldn't trade them for any other business that offered the same. They are one of a kind. Jorge is my favorite. Extreme professional with a heart of gold.