Expat Tax CPAs (Divison of PW Tax) Bewertungen 245

There was minimal intervention needed and the tax preparer was able to use my documents and history to complete everything. It was a bit disappointing not to have a direct contact with the preparer and not even to know who or when would be making the returns, but it worked well at the end.

I am returning customer after 5 yrs. Good services and patience with the questions.

Chana and Elaine (and Pesach) were patient, clear in their instructions and explanations, and extremely fast in helping us deal with our tax situation. I tend to find taxes very stressful, and with their guidance I felt much more relaxed in dealing with them.

My shear ignorance of tax laws and expat status had kept me from filing for over 20 years. When I realized that I had to remediate the situations I contacted several companies and found that even asking questions, getting information about my situation before committing required paying a fee. At Expat Tax CPA my first contact was friendly and helpful with a free 15 min Q&A. They made sure they understood my situation before proceeding and this made me feel reassured.
I tend to get overwhelmed with paperwork and technology. The list they sent me of what they needed was clear and precise and the secure portal on the website made it easy to send things.
At the beginning I wasn’t sure if I was going to owe back taxes, be fined for not filing or be drowned in decades of back paper work. In the end, through the Streamline program, Expat Tax CPA took care of the last three years of my Taxes and even got me a nice tax refund I wasn’t expecting at all!
I dealt with three different people during the process, all of whom I was able to contact via email and two whom I spoke with over the phone. Great custom service!

Hard work, experience and thorough. Love Expat taxes!!!

Both via email and via phone, their guidance was extremely clear and reassuring. I felt like I was really in capable hands -- and what more could you possibly want from the company doing your taxes!?

I have been a happy customer for 5+ years. The staff is professional and knowledgeable, and they care to get the job done right.

received friendly, quick and competent support

The patience and expertise were exceptional. I'm not the easiest client and they made it all work, despite my shortcomings, and without making me feel bad about it. A very very positive experience to work with them.

professional, kind, cooperating , excellent communication.
What else can I expect ?

Doing taxes is a very stressful experience for me; trying to keep up with all of the documents, foreign tax requirement verbiage and tax code changes that seem to happen yearly. The professionals at Expat Tax CPAs are well verse and knowledgeable in all faucets of my conveluted tax filing process and I have grown to trust them in adding me through this agonizing process. I greatly appreciate all the assistance I received this year from my CPA (Masha).

Professional, Responsive, Quick.

This tool is an excellent way to help providers improve their service!

I was very impressed to receive a call from the CEO following my initial comment to understand the basis of my score and comments on the compay's service.

It was very encouraging to know that this was not just an administrative exercise and that client feedback was taken seriously. That in itself is worth a 5 star rating!

I am sure the key point that I was making about seamless continuity is now well understood and will be implemented.

In terms of your main core service which of course is to submit your clients' tax returns in a professional manner - I have no hesitation in rating that core aspect as 5 star.

I was disappointed in the long time it took for my phone calls and emails to be responded to, especially for something that was time sensitive. In addition, I was overcharged without explanation- and only once I raised the issue was it fixed, without so much of an apology or discussion.

They make my life easier. This is why we have been using them for 10+ years

Reached out over the "free consultation" bar. Got an answer. Replied to this message. Never got an answer back. Wrote back, no answer.
Reached out a second time over the "free consultation" bar. Got no answer.
Absolute unprofessional organization.

Due to my complicated tax situation, I have worked with multiple accountants in both the Israeli and US departments. I have found everyone of the accountants to be knowledgeable, courteous, responsive and very customer service oriented.

The check list is very helpful to ensure that all information is provided and there are no misunderstandings.
The staff is always very friendly and patient.

One thing that would be helpful is for the team to proactively update the client with estimated completion dates, or proactively update when things get delayed so that we don't have to keep asking.