James, Surman & Goldberg, CPA

The entire firm was so professional and got me a huge refund. #2020refund Happy Tax Season Y’all!
Nov 11th, 2020

It's wonderful to feel secure with your CPA! That's the experience I always have with James, Surman & Goldberg. Professional, engaged, and personable. Thank you for all that you do for me!
Aug 11th, 2020

When my grandparents passed away, we weren’t sure who to turn to when dealing with their estate. I found this firm, and they helped guide us through the entire process. Not only were they very knowledgeable, but they were also a great referral source for attorneys, appraisers and financial advisors. We werr able to gather a solid team to help us settle the estate efficiently. They even went the extra mile of keeping us informed along the way and closed it fast. Now I know who to come to when its time to sell my business. I would definitely recommend using them.
Nov 23rd, 2019

Unbelievable service and support. A wealth of knowledge! They have helped us scale our business, providing strategic tax and financial advice and assistance. They play a major role in the monthly and yearly decision making of our company. We needed someone to treat our business as tho it was their own and they have not let us down. We do not know where we would be without them.
Oct 17th, 2019

I used to handle my business and personal taxes by myself. Recently discovered James, Surman & Goldberg and couldn't be happier with the results. They handle my somewhat complicated small business taxes, do my paperwork, filings and more. Easy to communicate with and simply a pleasure to work with. STRONGLY recommended.
Oct 2nd, 2019