Our taxes are usually pretty simple enough to handle on my own. But a couple of years back we retained Zweig & Associates for a one-off problem that was above my pay grade. I worked with Jacqueline, Michelle, and Adam, all of them diligent, efficient, and helpful. They resolved our (rather profound) tax issues, charged a reasonable fee, and didn't push any other services. I'd happily use them again.
Cindy Ellis
Apr 2024
One of the worst experiences I've encountered. We took our paperwork down to the office personally for my mom's estate and our own taxes. We called after three weeks since we'd expected that they were finished by that time and were informed Zwieg and Associates lost our paperwork! There was no ownership of the error: We were told THIS NEVER HAPPENS (but it did) Next, they insisted we'd gone downstairs to another CPA office (we had not) and then telling us that b/c we brought them in a manilla folder vs. an envelope could be the reason they lost them (huh??).Next we were told they were accidentally shredded, but they could not know for sure. I emailed to ask for identity theft protection for both accounts since there was no assurance of the security of all the documents. Once some $ was on the line, THEY FOUND OUR PAPERWORK. Got several defensive emails during the exchange, as well as plenty of bad attitude/pushback on phone calls. The final straw...I was told I was not nice b/c I was upset about this whole ordeal and had expected accountability. This office came highly recommended which is why it's such a huge disappointment. PROCEED WITH EXTREME CAUTION!
Susan C.
Apr 2024
I strongly not recommend this CPA firm, totally upset with theirs service and looking for new CPA for my 2024 Tax
Cindy E.
Apr 2024
One of the worst experiences I've ever had, which is a shame b/c they came highly recommended. We took our paperwork down to the office along with documents for my mom's estate. We heard nothing back for three weeks. We called to check on the status twice, and could not reach anyone by phone: one message to call us back went unreturned. After three weeks we were told they lost our documents! NO OWNERSHIP of this error either! We were told this never happens (it just did)....we were told we'd probably taken them to the CPA office downstairs (we did not)...we were even told that the fact they were in a manilla folder vs. an envelope was the reason they were lost (who says that)? THEN...we were told they were shredded by accident, but they could not be sure. At that point, I emailed to ask for identity theft protection for both accounts...as soon as $$ was on the line, Lo and behold...THEY FOUND THE DOCUMENTS..and then there was a flood of email communication to berate ME for being upset!! The worst part of this is....there was a lot of pushback and attitude on the phone, as well as several nasty emails .One email stated that Jacqueline only works for 'nice clients'. I suppose that I was viewed as 'not nice' b/c I was upset about being ignored for three weeks w/calls unreturned, I was asking for protection from id theft when the documents were unaccounted for, and ultimately, I was lied to (told docs were shredded when they were not). PROCEED WITH EXTREME CAUTION. This office had many chances to behave in a professional way, yet chose not to at every juncture of this transaction. Did I mention we were brand new clients? Ouch...what a welcome!
Gary Bate
Apr 2023
They have been doing my small business and personal taxes for at least 10+ years. Debbie Campos is exceptional in her knowledge, and communicating. I've been a small business owner for 40 years and I wish I'd found them sooner. I highly recommend David Zweig & Associates.
David M.
Oct 2022
Don't bother them during their "busiest season" they have no time for you...
Chase L.
May 2022
The Zweig & Associates Team is very well known in the accountant/small business community for their hard working and dedicated approach to assisting their clients. I have been working closely with David and his team for some time now and they have been nothing short of spectacular. I feel comfortable introducing them many of my small business clients as I know they will be in good hands. I highly recommend this firm.
Diana W.
Jul 2021
If you want a tax liability and owe more money than the taxes ZWEIG & Associates prepares, use ZWEIG & Associates! We have had 2 errors in two years that have required an amount due! This is all a result of their error in their calculation! We have reached out to them once we get "that letter" and they are unresponsive and they never want to admit fault. We didn't get a response until the due date so in order to avoid penalties we paid the state bill. Their response was, "yes we made a mistake and you do owe!" Oops! Sorry....Their response is David is on vacation and when he returns we'll have him sign to $10 check as reimbursement. The penalties and fees are substantially more than $10? Really? Aren't our accountants supposed to protect our interest and ensure their accounting is accurate? Not here! If an error is made it is their responsibility to cover the penalties and interest but thats not what is practiced here, the cost becomes your responsibility when the government documents clearly states otherwise and clearly states what their responsibilities are (for their mistake!)! They wait until the due date and say, we'll credit you next year! Uh, no we're done! Since using David ZWEIG we have owed more money then we ever have and he does nothing to guide us in a way an accountant should by avoiding these unnecessary costs. He passes your taxes on to the lower level associates and "reviews" the taxes, yet we still get a tax bill stating errors are made. I guess that "review" wasn't accurate or maybe he was on vacation?! When we have tried to talk to David ZWEIG about about our concerns, good luck if you can even get a hold of him! The last thing you want is to have your taxes come back with errors on a regular basis. If you get audited I know for a fact that the last person or firm I want representing me is ZWEIG & Associates! I have never felt so vulnerable since using David ZWEIG & Associates! Beware and you have been put on notice!
L R.
Nov 2020
First time using Mike W. for my taxes. He was very knowledgeable and easy to get in touch with. Highly recommend him and will definitely use him again.
Robster L.
Nov 2020
Mike Weydemuller handled my returns skillfully and flawlessly. He's a pleasure to work with.
Michael Drake
Our taxes are usually pretty simple enough to handle on my own. But a couple of years back we retained Zweig & Associates for a one-off problem that was above my pay grade. I worked with Jacqueline, Michelle, and Adam, all of them diligent, efficient, and helpful. They resolved our (rather profound) tax issues, charged a reasonable fee, and didn't push any other services. I'd happily use them again.
Cindy Ellis
One of the worst experiences I've encountered. We took our paperwork down to the office personally for my mom's estate and our own taxes. We called after three weeks since we'd expected that they were finished by that time and were informed Zwieg and Associates lost our paperwork! There was no ownership of the error: We were told THIS NEVER HAPPENS (but it did) Next, they insisted we'd gone downstairs to another CPA office (we had not) and then telling us that b/c we brought them in a manilla folder vs. an envelope could be the reason they lost them (huh??).Next we were told they were accidentally shredded, but they could not know for sure. I emailed to ask for identity theft protection for both accounts since there was no assurance of the security of all the documents. Once some $ was on the line, THEY FOUND OUR PAPERWORK. Got several defensive emails during the exchange, as well as plenty of bad attitude/pushback on phone calls. The final straw...I was told I was not nice b/c I was upset about this whole ordeal and had expected accountability. This office came highly recommended which is why it's such a huge disappointment. PROCEED WITH EXTREME CAUTION!
Susan C.
I strongly not recommend this CPA firm, totally upset with theirs service and looking for new CPA for my 2024 Tax
Cindy E.
One of the worst experiences I've ever had, which is a shame b/c they came highly recommended. We took our paperwork down to the office along with documents for my mom's estate. We heard nothing back for three weeks. We called to check on the status twice, and could not reach anyone by phone: one message to call us back went unreturned. After three weeks we were told they lost our documents! NO OWNERSHIP of this error either! We were told this never happens (it just did)....we were told we'd probably taken them to the CPA office downstairs (we did not)...we were even told that the fact they were in a manilla folder vs. an envelope was the reason they were lost (who says that)? THEN...we were told they were shredded by accident, but they could not be sure. At that point, I emailed to ask for identity theft protection for both accounts...as soon as $$ was on the line, Lo and behold...THEY FOUND THE DOCUMENTS..and then there was a flood of email communication to berate ME for being upset!! The worst part of this is....there was a lot of pushback and attitude on the phone, as well as several nasty emails .One email stated that Jacqueline only works for 'nice clients'. I suppose that I was viewed as 'not nice' b/c I was upset about being ignored for three weeks w/calls unreturned, I was asking for protection from id theft when the documents were unaccounted for, and ultimately, I was lied to (told docs were shredded when they were not). PROCEED WITH EXTREME CAUTION. This office had many chances to behave in a professional way, yet chose not to at every juncture of this transaction. Did I mention we were brand new clients? Ouch...what a welcome!
Gary Bate
They have been doing my small business and personal taxes for at least 10+ years. Debbie Campos is exceptional in her knowledge, and communicating. I've been a small business owner for 40 years and I wish I'd found them sooner. I highly recommend David Zweig & Associates.
David M.
Don't bother them during their "busiest season" they have no time for you...
Chase L.
The Zweig & Associates Team is very well known in the accountant/small business community for their hard working and dedicated approach to assisting their clients. I have been working closely with David and his team for some time now and they have been nothing short of spectacular. I feel comfortable introducing them many of my small business clients as I know they will be in good hands. I highly recommend this firm.
Diana W.
If you want a tax liability and owe more money than the taxes ZWEIG & Associates prepares, use ZWEIG & Associates! We have had 2 errors in two years that have required an amount due! This is all a result of their error in their calculation! We have reached out to them once we get "that letter" and they are unresponsive and they never want to admit fault. We didn't get a response until the due date so in order to avoid penalties we paid the state bill. Their response was, "yes we made a mistake and you do owe!" Oops! Sorry....Their response is David is on vacation and when he returns we'll have him sign to $10 check as reimbursement. The penalties and fees are substantially more than $10? Really? Aren't our accountants supposed to protect our interest and ensure their accounting is accurate? Not here! If an error is made it is their responsibility to cover the penalties and interest but thats not what is practiced here, the cost becomes your responsibility when the government documents clearly states otherwise and clearly states what their responsibilities are (for their mistake!)! They wait until the due date and say, we'll credit you next year! Uh, no we're done! Since using David ZWEIG we have owed more money then we ever have and he does nothing to guide us in a way an accountant should by avoiding these unnecessary costs. He passes your taxes on to the lower level associates and "reviews" the taxes, yet we still get a tax bill stating errors are made. I guess that "review" wasn't accurate or maybe he was on vacation?! When we have tried to talk to David ZWEIG about about our concerns, good luck if you can even get a hold of him! The last thing you want is to have your taxes come back with errors on a regular basis. If you get audited I know for a fact that the last person or firm I want representing me is ZWEIG & Associates! I have never felt so vulnerable since using David ZWEIG & Associates! Beware and you have been put on notice!
L R.
First time using Mike W. for my taxes. He was very knowledgeable and easy to get in touch with. Highly recommend him and will definitely use him again.
Robster L.
Mike Weydemuller handled my returns skillfully and flawlessly. He's a pleasure to work with.