*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.*
3 International Dr Suite 110
Rye Brook, New York 10573
Joe Zaino has been our account for more than eighteen years. He does our personal taxes as well as the returns for my business and our nonprofit . He is knowledgeable, responsive, professional and a man of integrity. He does excellent work and is an solid recommendation when friends are looking for a new accountant. We wouldn't take our taxes to anyone else.
My parents and I have been with Ira Grossbach since 1989. My father passed away on July 14, 1983 and my Mom on July 25, 1994. I continue to work with Ira and another CPA - Bradley T. Shapiro on an International case that has been extremely full of anxiety and stress on my end. Both Ira and Brad are with me every step of the way. They, through a client of theirs hired a very well respected, highly regarded attorney to represent, who also speaks English. It has been over 3 1/2 years, yet they are by ny s
What a SPECTACULAR experience it's been to work with Ira Grossbach and his team at Grossbach Zaino & Associates. As busy business owners and entrepreneurs we're blown away by the level of excellence and care Ira and his team have brought to aid in the building of our businesses. Ira's insights, expertise and direct no-nonsense-style have helped to ensure smooth sailing for our many varied business needs. WOW does this team go above and beyond. Thank you so much to Ira & Aimee, Ashley, Julie, Laura, Davi
I have known Ira Grossbach for over twenty five years. I've watched him turn his small independent firm into the thriving business it is today. Whether it is the moment you walk through the door or the voice on the telephone when you need help. You immediately know you are dealing with professionals. They are not only are the best in their field at what they do but they always have you best interests in mind. The associates and staff he has surrounded himself with show his ability to provide the attention
I have been dealing with Joe Zaino ever since I graduated college. My father used his firm and I just tagged along. Since that time, I've grown up, got married, started 2 businesses and a Not for Profit. Joe was always there with great advice, and timely deadlines. Now, our daughter is using him...Plus referred friends and work associates.
Ira Grossbach has done my taxes for past 4 years. This year is definitely THE LAST YEAR I WILL EVER USE THEM. I have never met Ira and although they office employees seem very nice, every year there was a communication issue. Last year they forgot to file my taxes and offered a discount this year which was not honored. The year before the person taking the info did not communicate important info and it cost me more money. I expresssed my dissatisfaction and Ira didn't care and said he did not want me as a c
Joe Zaino has been our accountant for about 30 years. He has always delivered fast and accurate service. We depend on his expert knowledge and valuable advice. A truly outstanding accountant!
I've been working with Eric Rosen for the last 8+ Years. Their level of service is on par with bigger NYC firms that charges you many times over. Eric and his team are very down to earth and trustworthy - two critical must-have traits.
My wife and I have worked with Grossbach Zaino for years for taxes and other matters and have always found them to be accurate, timely and courteous. They are a pleasure to work with, and take some (but not all!) of the sting out of paying taxes!
Ira Grossbach and his team have done my taxes for 18 years and have provided impeccable service. They are kind, caring and thorough. I highly recommend them.
My name is Mark Schachter. It is a special pleasure to work with Ira Grossbach and his associates. Ira is meticulous and totally professional. I look forward to working with Ira and his team for many more years. I thank Ira for a job well done. He has my high regard. Kudos!
Joe Zaino is great to work with. Everything is simple and easy. The first time I used him, he saved me over $5k. It's all good.
Joe Zaino, now a partner of Grossman, has been my husband's and my accountant for more than 30 years. He's fabulous!
I have used Norman Levy as my accountant for years. He is excellent and believe he came to firm some five years ago. Staff always responsive. Excellent
Ira and his team are amazing. Friendly, helpful and incredibly carrying. I have been with them for 20 years and have recommended them to all my friends. Thank you so much for all the help and kindness!!!
As two married freelancers our taxes are anything but straightforward, but dealing with Jospeph is always a pleasure. He answers all my questions promptly--and everything with our filings goes smoothly.
I?ve been a client of Ira Grossbach and his team for nearly 20 years. Impeccable work and consummate professionals. I wouldn?t trust anyone else with our taxes.
I have know Eric Rosen for over 20 years and I trust him blindly. Also the Technology at Grossbach have improved his services.
Very professional and knowledgeable. I have worked with Ira Grossbach and Brad Shapiro for years and I recommend them without reservations.
I HAVE DEALT DEALT WITH GROSSBACH & ZAINO FOR MANY MANY YEARS,AND THEY HAVE ALWAYS MADE ME FEEL THAT I AM A SPECIAL CLIENT WITH THEIR PROFESSIONALISM AND COURTEOUS MANNER.I WOULD NEVER HESITATE TO RECOMMEND A FRIEND OR FAMILY TO THEM.
This is one of the best places you can rely on to get the great work they do. Excellent in doing taxes.
Stellar customer service and 360? knowledge of the fast changing tax laws.
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.