About Experity CPA
Reviews for Experity CPA
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: 9AM - 1PM
Sunday: Closed
Experity CPA specializes in providing essential business services, including CPA and accounting services, tax preparation, and financial advisory. With over 20 years of experience, the team understands the challenges small business owners face, particularly when it comes to managing invoicing, salary audits, and tax compliance. Their approach is to simplify complex financial matters, allowing business owners to focus on growth rather than paperwork. Clients have praised Experity CPA for their professionalism and the clarity they bring to financial planning. Participants in their seminars have found the information presented to be insightful and actionable, helping them understand their financial situations better. Many have reported significant savings, especially in regards to taxes and previous accounting arrangements. Experity CPA is committed to providing tailored solutions that align with individual financial goals, especially for those nearing retirement. Clients appreciate the team's ability to break down complicated topics into understandable pieces and create personalized roadmaps for future financial success. Overall, Experity CPA comes highly recommended for their expertise, transparency, and dedication to helping clients navigate their financial journeys.
Robert's Team @ Experity Wealth was the Best experience I've ever encountered with a Financial Advisory Group, by far!.
From the time I first walked into their Seminar in CT each Team member was Professional, spoke in everyday layman terms and broke each category down into understandable pieces.
We had two separate Virtual meetings where they took my information and broke it down based on my current day-to-day finances and my objective to retire in the next few years. Giving my a "road map" to my future!
I can't THANK them enough for the knowledge they presented & taking the mystery out of how to accomplish my future goals.
Highly recommend...read full review
I meet the experity team at a retirement planning seminar, the knowledge and education the team shared in the seminar ignited my need and desire to plan for my retirement. I am approaching retirement however I learned that having investments in a secure company that has over 30 years of experience and knowledge is way beyond my knowledge the team will enable a successful retirement plan. I made an appointment and was assisted with what my needs are in the financial health of my retirement. I am satisfied with the results of Experity, they have given me awareness and knowledge and they have fantastic cpa my taxes were done without worry. Basically I recommend them5 ⭐️
It turns out I was overpaying in taxes and on having an in-house accountant, and was finally put on the right track. Besides the savings, I really value their professionalism and knowledge. Everything they said they'd do on the webinar is being done as promised, without hidden upsells. Thanks??