*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.*
317 George St Suite 320
New Brunswick, New Jersey 08901
I had an 11th hour need for a new accounting firm and when I Contacted Easy prep they were more than happy to help me out and complete the work in a timely and professional manner. They supported me every step of the way and answered all of my questions. I am extremely pleased with the Support and Service I have received. Jay made me feel like part of the family right a way.
I own ABC Physical Therapy in Somerville NJ and JAY PATADIA, CPA is the best CPA I have ever worked with. He does all my taxes and everything else and I give him 5 stars. I actually enjoy going there because everything is organized from A to Z and Easy Prep Tax & Accounting makes things easy so I keep highly organized from the start of the new year to the end. They are the best of the best.
Easy Prep does an excellent job handling our accounts. They are professional with great communication and treat you like family. They make tax season effortless. They explain everything and understanding. Jay and his team are the best!
Jay is a top notch CPA. His office staff is very organized and helpful. He is knowledgeable for even complex needs. He does more than just taxes but supports and educates his clients and offers sound tax advice. He is also an expert in international taxation and helped our company to set up overseas subsidiaries with sound tax structure. He has a friendly team of staff that are always there and available to expert advice to assist you in making good sound decisions. I highly recommend Jay at Easy Prep Tax a
This is our first year with Jay at Easy Prep Tax & Accounting. In all the previous years of filing annual taxes, this was the first time an accountant took the time to explain each line item and the "what's" and "why's" in addition to laying out a plan for the current and subsequent years. Jay made things so simple to understand. Highly recommend Jay and look forward to working with him in the years to come!
Jay and his team are exceptional with our accounts. They go above and beyond for their clients and do what is best for them . They are professional, courteous and prompt. The best! Jon and Stacey Weigand
Taxes for me have always been a horrible experience until I came across Jay. I came to him with a total mess of my books and needed taxes done ASAP in order to file a first year FAFSA. He came through with lightning speed and delivered. Not only is he the best at getting you the most legally, he works quickly and diligently and gives you pointers on how to save. Most importantly for me as a small business owner, reasonable and affordable. Thank you again Jay!
Had somewhat complicated tax filings this year as many different life events happened at the same time. Jay was very easy to work with, had a very simple checklist of documents for me to send to him. He prepared the taxes quickly and took me through a thorough explanation of my taxes. I highly recommend sitting down with him and talking it through over video. Overall, he caught some areas that I had not seen and wound up saving me a ton. Great experience
Jay is an excellent CPA that takes a lot of pride in his work, I worked with him for 6 years and I can attest to the quality of his work, he's prompt, he is a true professional and a problem solver; his positive attitude is reassuring and comforting. He is proficient in accounting and tax matters, including but not limited to Corporate, Non-Profit, Estate etc. I would recommend him for personal and business accounting service
Easy Prep Tax & Accounting CPA is a great firm. The staff are very professional and experienced. I have been using them for a couple of years and I am extremely satisfied with their services. They are very knowledgeable with tax filing and accounting services. The response time is fast and they are very diligent. If you are looking for a great accounting firm and assurance that you are getting high quality service, then I highly recommend this company.
I called the office last minute to file taxes for my business. Jay was extremely responsive and addressed all of my questions. He definitely has a passion for accounting and wants the best for his clients. Highly recommend
Jay does a wonderful job making sure that a CEO has everything they need to stay on top of the finances of their business. After some very bad experiences with larger firms that made me even more disorganized, it's amazing receiving weekly reports of our budget to actual spending, monthly financials, daily reconciliations, and invoicing in almost real time. The price is right too!
Easy Prep Tax & Accounting has made my payroll, books and taxes easier than ever. They are extremely friendly and affordable. Easy Prep was able to work with me to find a plan to fit my needs perfectly. With that being said, they virtually handle all bookkeeping for me. I used to have to deal with Quickbooks transactions I didn't know how to classify. Now, Jay takes care of all my Quickbooks transactions before I can even get to them! Any tax payment is made for me or I am alerted well before it is du
Jay is the third accountant we?ve used in the past 12 years, And he?s the last account we will use until he retires. The staff is very responsive they do what they?re supposed to and they maximize all your opportunities for tax deductibility Jay just saved us by doing his job properly $396,000 on our taxes I can?t really say much more than that because he?s worth his weight in gold
Jay was great to work with, very knowledgeable of the changing parts with 2020 taxes, especially in light of the COVID-19 pandemic. He waited to see the upcoming regulations to make sure I was paying my appropriate tax bill, pleasure to work with, and highly recommend!
I have dealt with a host of accountants over the years. Jay is by far the best. He is smart, accessible, personable and responsive. If you are looking for a new accountant, call him!
First time I met Jay. Very nice and professional took the time to explain my taxes. I recommended him highly.
Jay is great ! He will follow up with you and makes you feel comfortable every step of the way ! Would rate 10 stars if possible !
I received a response immediately. Next day I had a consultation and all of my questions were answered. Mr. Patadia was very professional, knowledgeable and spoke with ease I can tell that he's very confident in his work.
Easy Prep Tax helped me catchup on my restaurants taxes and set me up for the future. Very reliable and professional. Highly recommended!
Very professional, knowledgably and detailed! Jay is the Man!
The best CPA I ever had!! Highly recommended
I'm really happy with the service of Easy Prep.
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.