Araneo Tax & Financial

Araneo Tax & Financial

Reviews Summary

The reviews show a mixed consensus. Many praise the professionalism, expertise, and long-term reliability of the service, highlighting friendly staff, efficient tax filing, and valuable financial advice. Several clients have used the firm for decades and recommend it highly. However, some negative reviews cite unprofessional behavior, lack of proactive communication, and poor handling of accounts after major changes like a client's death. A few felt misled or neglected over time, leading them to switch firms. Overall, satisfaction appears high among long-term clients, but dissatisfaction stems from inconsistent service or perceived neglect in specific cases.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

164-46 Cross Bay Blvd

Howard Beach, New York 11414

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-1:30PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I have been using Araneo Tax & Financial for years. They are always responsive and their follow up is second to none. Kirsten?s attention to detail makes doing business a pleasure. I look forward to working with Araneo Tax & Financial for years to come.

I went to Araneo's because of my dad. For years, they did my taxes and handled my accounts, until the death of my dad. My dad had large accounts, and upon his death those accounts were closed. Since then, Araneo's office has told us to find another tax preparer. I used to refer people to this office but never again. I am now with another firm and for the first time I see how a client should be treated. With my new firm we meet quarterly, they take the time to understand our accounts and needs, and the

Been going to Betina for a bunch of years now . She is very friendly, non judgmental, knowledgeable, organized & professional. There is always a nice person or people working in the front office that are very friendly & professional

I have been using Araneo Tax and Financial for 20+ years. They have always been curious and professional. They always check in with us throughout the year. They always put our financial needs first. I always recommend them. Several family members and friends use them.

Started out well, but they seemed to lose interest in us over time. They didn't proactively contact us to suggest ways to improve our financial situation. We missed out on tax deductions that we weren't aware of, assuming they would bring these to our attention. Sadly, no. When they ended up too busy to do our taxes and referred us to another firm, they told us the price would be the same. Not true. The other firm charged us much more. I used to recommend them to friends and family, but sadly I no lo

Steve and the rest of the Araneo tax team are some of the best in the business. Good insight and knowledgeable on various business and personal tax issues. Would highly recommend..

By far the most unprofessional company I?ve seen?They take advantage of the seniors who need help. I would rather take my chances not paying my taxes than deal with this place. My senior family member is told to pick up the taxes and they?ll submit the payment?I get there and now they aren?t ready and I have to submit the payment myself. Hysterical. Then get a call 2 days later from another place just to hear that they did it wrong and now they have to go to another place in ASTORIA and have them fix the ta

Steve has been doing my taxes for over 20 years. I can get an appointment easily, he files them electronically almost immediately, and my refunds come very fast. Also a great Financial Planner. His advice helped reduced my tax burden and helped my wife and I prepare for retirement. All at a very reasonable cost. You can't get that kind of service from the regular "tax mills". Two thumbs up to Araneo and their team.

We have used Steve for over 10 years, and my mother and friends have used him also . Not just an accountant, a person who will always have your best interest at hand. He gives honest and solid advice, and explains exactly what is needed to secure your financial needs. His staff is wonderful and always professional ! If you need any financial services please check out this wonderful company . If I could I would give 100 stars????????We moves to NJ and still travel back to NY just for his services!

Have been going there for a couple years now. Brian is great!

Helped me with a problem created by an incompetent accountant I was using. Will use again.

Staff is so friendly and professional.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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