James, Surman & Goldberg, CPA

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!

My husband and I fell behind in a deep hole of back taxes with no end in sight. Our accountant just wasn’t moving quickly enough or getting our bookkeeping done/telling us what was needed. A friend put us in touch with Tony & Justin and even after the initial phone call to make an appointment, I could already tell we were in good hands. We met with Tony, gave him all required information for bookkeeping, and within a WEEK, he had 3 years of bookkeeping and tax preparation done and ready to be filed. Not only that, but we will be receiving returns which was not expected. I am so happy we found this firm and will be staying with them for as long as needed. Highly recommend.

Great service, great people, great value. I came to this firm to start a new business and they have helped guide me through everything, from start to finish. I thought having to deal with a new business was going to be a lot harder to administer, but Justin is a mastermind! His business advise has really helped me improve upon my business and I have great peace of mind knowing I don’t have to deal with IRS issues. Thanks guys!

Outstanding service! Not only did they help me with my taxes but also helped my family with their out of state taxes. My family had an issue with their previous accountant, so they switched over to this firm. Tony was successful in resolving their tax issues. He is also very diligent with his works and took the time to address numerous concerns. The firm bent over backwards for us and we now feel at ease when it comes to dealing with taxes.

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.