*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
16 Broad St Suite 6
Washington, New Jersey 07882
This was our first time using David and team to prepare our taxes. They were so welcoming and easy to work with. We sat down with Dave and answered a few questions and within a day the team reached out to verify some information and within a week our taxes were done! This has been the most stress free process we have ever experienced and will be recommending them to all of our friends in the area.
Friends - please, listen up - if you feel ANY anxiety surrounding TAXES?.. do yourself and those around you a favor - CALL DAVE!!! This is the place where all your concerns are addressed and you can literally feel the stress drain from your system! Dave, Roe and Bunni (and the rest of his amazing team) combine to form a group of very strong professional experts ready to tackle all those issues keeping you up at night - set up an appointment today and enjoy the rest of tax season with the peace of mind in
Fantastic is not enough to describe their services. I would be one of those nightmare clients with receipts everywhere. They hired a book keeper who organized my files and then they filed my return in record time! Great to work with definitely highly recommend them. Many thanks
Great service, responsive staff, and available for any tax advice when needed. Dave goes above and beyond in providing any guidance and future planning needed. Keeps client updated on change in rules/laws and/or policies.
I recently had an outstanding experience with my accountant, David, and his team. David?s depth of knowledge and ability to simplify complex financial matters made the entire process seamless and accessible. His honest and kind demeanor was mirrored by his dedicated staff, creating a welcoming environment. Rosemary, the office manager, demonstrated exceptional organizational skills, ensuring everything ran smoothly. Andrea, the staff accountant, also brought expertise and a collaborative spirit that added t
I bought and sold a house last year. You're going to have to have a CPA help you through the process of what about capital gains..it's overwhelming.I talked-about it to David last year and he guided me through the process..Anyway, then this year Theresa did my taxes and she knew exactly what to do..I'm very grateful to you both..
David and his team are highly professional, extremely knowledgeable and very friendly and are a pleasure to deal with. As a customer of several years, I am very glad that I found them and entrusted them with my returns and I highly recommend them.
We used Dave Santini for many years to do our taxes. But we moved from NJ to SC so we used a local SC accountant for our 2023 taxes. Wish we didn?t do that! The accountant here wasn?t as responsive, we sometimes had to wait days for a response. He also made a mistake that cost us time and money. Plus his fee was much more than we expected to pay. I called Dave Santini and asked if he could do our taxes even though we live in SC. He said of course, he has programs for every state in the U.S. We?re very happy
I had an appointment with Dave Santini on 10.Dec.2024. As i walked into the office I felt such GOOD Energy in the Room/Office. This put a Huge Smile on my face. Then i get a confirmation from "UP Above" with a phone call #333 that i was in the right place. God Bless !!!!!!!!
Magic happens here, It?s like a Christmas in the middle of the summer? Here everyone is truly great, in doing what they do? They took all the steps necessary and brought my life to a whole new level? and made my dreams come true. my family had a great time this summer on vacation and family reunion took place in Croatia thanks to David Santini, Andrea and all of you at the office? they followed up and made sure all my papers were processed and filed properly. Thanks, ?million times I?m very grateful
If I could give more than 5 starts for David Santini. LLC and his Team I would! They have been doing our taxes for the last 4 years and have done AMAZING work. David and his team are responsive, diligent & always manage to find a way to assist in doing our taxes with the best return. David spent two hours with me reconciling a tax year that he didn't even process and managed to get my underpayment corrected! If you need accounting services do not hesitate to use them!
I can't express enough praise for Dave and his team and for the wonderful?job they are?doing! They are extremely knowledgeable, detail oriented and patient. After initial consultation, they stayed in touch via phone and email, gathering additional details and taking time answering my questions.??The firm's fee structure is more than reasonable, especially given the personal approach and attention provided. And to top it off, Dave is a great guy and a pleasure to communicate with! I highly recommend Dave's s
Dave will take the time to reduce your tax liability or increase your refund. He has an excellent and welcoming personality. It's essential to feel comfortable with someone when you're showing them your finances, and with Dave, you couldn't feel more comfortable. I highly recommend him!
I had been using another firm for years. After the firm was purchased 2 years ago, fees nearly doubled, I could not get a call back, and became very frustrated. It was then that a colleague phoned me to tell me about Dave and his practice. After my initial consult with Dave, I felt completely at ease. Dave and his team stayed in touch with me throughout the process of doing my taxes. They kept me abreast of the ever changing tax laws for 2020, and made changes accordingly. When the bill came I was pleasantl
Attentive, knowledgeable and kind, Dave Santini, Lisa and team are definitely 5+ Star professionals. Dave listens and responds to our endless questions and has been an important adviser for our accounting needs for our business. Lisa takes care of our bookkeeping and is at all the meetings. I highly recommend David Santini, CPA for accounting and Lisa for bookkeeping.
We were referred to Dave Santini by our accountant that retired. She really was awsome to send us to Dave he is very professional and has a great team! We highly recommend his service .
Dave has the extensive knowledge to navigate the tax world effectively and make his clients feel they are receiving the best outcome possible. He is professional and considerate to all situations and it is easy to feel comfortable around him with such sensitive information. Dave is a thorough accountant and I would recommend him for all tax service needs.
I can not put into words how amazing this man is! We are a charity and non profit taxes are very, very complicated, especially our specific business structure. We had a "team" of accountants prior to Dave who literally could not have understood less about non-profit and business accounting in general. Then we found Dave. What a refreshing change!! Dave works tirelessly with us, for us, and to make sure we are doing everything correctly, and continues to go so far above and beyond to ensure we are doing th
I was referred to Kevin Bilicki and Dave Santini to help me with some estate tax work. Kevin was the most professional and efficient accountant with helping me thru the process and making it as easy as possible. I finalized all the paperwork with Dave Santini and he could not have been nicer and so friendly. He answered any questions I had and put me at ease. From the moment I walked into the office and was greeted by Roe, who is lovely and took care of every detail that needed to be copied and addresse
David Santini as a CPA has prepared our returns for years. We were very happy to discover Dave has moved to his own practice in Washington, and we'll be moving with him. Dave provides personal attentive services at a very high bar. A bar that has always met or exceeded our expectations.
Dave provides expert accounting advice that is both extremely helpful as well as exceptionally professional. He?s easy to talk to and a good listener, too. I highly recommend him if you are in need of accounting assistance. (His office manager, Roe, is also very competent and very helpful.)
I cannot say enough wonderful things about Dave! Patient, knowledgeable, timely and trust worthy to name a few. As small business owners it was so important for us to find someone who would make the time and effort for us. He has been so valuable to us! Highly recommend Dave.
I have worked with Dave for the past few years. He has always been responsive and a pleasure to work with. I file a personal return that also includes a business that I am getting up and running. Dave has been very helpful in guiding me along the way. I highly recommend him.
I'm a new customer and had a very good experience with Dave and every staff member with whom I had any contact. They are upbeat, responsive, and timely. I look forward to working with Dave and his team next year!
Above and beyond excellent service. It has taken me years to find an accounting firm I can trust and rely on, and Warren County CPA's is that firm. They make the tax process smooth and simple, with an excellent team to work with. I highly recommend their services.
David has been doing my taxes for years which has been no small feat given I lived all over the place and owned property outside of where I lived. David is meticulous. I have been reviewed twice by the IRS and both times, with David?s assistance, the IRS has found my taxes had been filed appropriately and no money was owed. Thank you Dave!!!
I use them for small business and personal. They offer many great affordable services that assist in bookkeeping, sales tax, tax prep and more! 10/10 recommend. Pay a little up front and save AlOT in taxes and IRS fees using David A. Santini. Dave and all his colleagues are wonderful to work with
Friend helped last year but knew we had it wrong. Took it to Dave and he straightened it out. Saved me considerable taxes. Worked with many CPAs but Dave is most thorough I have dealt with. Most just take what you give them. Dave asks the questions that save you BIG money. And he is easy to work with. Tom K
The team Dave has put together is both highly intelligent and helpful. Everyone I talked to was also very friendly and welcoming. Dave was able to answer all question I had and was able to provide me all the information and services I was looking for.
I am a new client and upon meeting David and his staff I couldn't be happier. He's genuine and I look forward to working with him in the future! I would definitely recommend anyone to this firm.
So so happy I found David! He came highly recommended on my local Facebook page and I?m so glad I reached out. If you?re on the fence, schedule a meeting and I guarantee you?ll hire David by the end of it. Also, the staff is wonderful so shout out to them as well :)
I trust Dave THOROUGHLY. Everyone I've ever referred his way has thanked me. He is great with simple... and complex returns (like mine). Thank you for the hard work you do!
Dave is a great accountant. He spends the time needed to help you with all your needs. He is very pleasant to talk too.
I have been working with Mr. Santini since my divorce almost 10 years ago. He has gone above and beyond to help me navigate the craziness of the tax world. Additionally, he has made himself available to answer questions and to help me meet deadlines imposed by college financial aid forms which are all due prior to taxes. I highly recommend Mr Santini!
I went from paying thousands of dollars in taxes for years to receiving money. Dave is an amazing accountant and a genuinely kind human being. I highly recommend Dave Santini.
Dave is is a very knowledgeable and friendly guy. He has been doing the taxes for my business for several years now and is always very thorough.
David Santini and team are professional, affordable and an absolute pleasure to work with. The least stressful tax season ever thanks to them. Highly recommended!
Dave and the team are excellent. Have promptly assisted us with tax questions and filings for several years. Highly recommend.
David is a great guy and terrific CPA. You can rely on him! He cleared up an IRS problem for us within days.
Dave and his team have been doing our taxes for many years and I have always felt that the experience has been very good and the price fair, I would recommend this service to anyone. Max
David & staff are awesome and affordable. Theresa is the cream of the crop.
Mr. Santini is very professional, knowledgeable, thorough, and pleasant. He explains in detail any question posed, and is never in a rush. That kind of service quality is not easy to find these days.
I was referred to Dave by a friend ,and can tell you his professionalism and abilities have taken the stress out of filing my taxes You can tell he has a concern for his clients , He knows his business Brad
Dave is thorough, personable, and knows tax law inside out. He found and explained answers that no one else found!!! Thank you Dave!
He knows tax rules and the law same is based on. He saved me $5,000 last year. Thsmk you Dave!!!
Second to none to get your tax done.
Wonderful staff. Expert service
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.