Accounting & Tax Pro Inc

Sep 2023

I am so thankful for finding this firm after my Morgan Stanley advisor referred me to them for my complex tax and estate planning matters. I worked mainly with Mike and Pooja and it was truly such an amazing experience. They walked me through my tax situation as I inherited a large amount of sum overseas and guided me through the entire process of what to file, when to file, and how to structure my current estate plan so that I would minimize taxes. They followed up with me every week to ensure I was on track with all the work!

May 2023

Mike and team bought our prior accountants business. The first year after the purchase we were charged double what we used to pay and this year we were charged triple what we used to pay. I have no problem with the quality of their work, but if you are doing anything other than the simplest return you may want to shop around, they are much higher in costs than most other agencies in the area

Dec 2022

I was referred here by my previous accountant. Mike and his team are truly experts in their field. Mike is impressively detail oriented, values personal & professional integrity, and has great communication skills. He always advises me on what I could be doing different and makes sure to ask me what I plan for the upcoming year to prepare me properly. I love how I can upload all my documents securely.