REB CPA, PLLC

I hired Rich months in advance to prepare my Mom's estate returns. I was impressed with his ability to digest 50 pages of instructions to form 1041 and apply it to my Mom's situation in about 15 minutes, over the phone. However, after providing a lot of information to his secretary and signing the contract, he had his secretary send me and my brother a severance letter as an attachment to an email saying her returns were too much work for his firm, which made no sense given how easy and simple he made them sound over the phone. It was such a cold, unprofessional way for him to communicate to us while we are overwhelmed and grieving our mother's passing. Based on this experience, trust was completely broken. Therefore, I would not recommend hiring Rich at all. To Rich's reply I respond with: At no time were we vague about wanting your services. My brother signed the contract, we uploaded all documents requested, we sent several follow up questions to be sure that the manner in which were accounting for estate transactions would meet your needs for tax reporting. All communication had to be funneled through your secretary, except for one 15 minute phone call with you directly. Would have killed you to pick up the phone to check your understanding of our intentions? Who treats grieving clients like this?
Jan 13th, 2022

My wife and I have worked with Rich and his team for our taxes many years now. His expertise in financial advisement goes hand in hand with our tax situation and produces positive outcomes. I highly recommend working with these caring and diligent professionals
May 14th, 2021

Oct 6th, 2020

Rich and his staff are very kind and knowledgeable. They have helped me in managing the stress of running a growing business.
Mar 10th, 2019

Rich is the best. Easy to talk to and understands my tax situation.
Feb 14th, 2019