*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.*
1515 US-22
Watchung, New Jersey 07069
JJ USA CPA has been a lifesaver for my businesses! Jack, Jinal, and Priyanka are professional, responsive, and truly go above and beyond. They?ve made bookkeeping so much smoother for Espin Preschool. I?m so grateful for their support and highly recommend them to any business owner looking for a reliable team.
The team at JJ USA CPA is just wonderful!! This is my first year working with them and they are second to none. Jack and his team are knowledgeable, responsive, and meticulous. I look forward to a long relationship!
We have benefitted from the services of JJ USA CPA for the past 5 years for our small business and they are extremely insightful and provide great customer service.
I just starting using Jack and his services this past year after my prior CPA made glaring errors in my prior filings and couldn't figure out how to resolve. Jack not only resolved my prior filing, but quickly and accurately helped me complete and file my subsequent filings in a timely and comprehensive manner. He has been amazing and a pleasure to work with. He's comprehensive, incredibly knowledgeable, my taxes were not simple, and always available to answer questions. I would highly recommend Jack and hi
Great place Jack is very patient and answers all of my questions. I always walk away with peace of mind after talking to Jack. I'm back four years later just completed my taxes for the year and I am still blown away by the service I recieve from Jack L and his team. Being a fairly new entrepreneur and learning business can be scary and overwhelming, especially when it comes to the tax aspect. It feels great when you find a company and service that you feel you can absolutely trust and that's what I have fo
Mr. Jack Lieberman is awesome. Had difficult tax questions and he took his time with no extra charges to answer them. Who does that nowadays, I tell you, no one except Mr. Lieberman. He completed our tax filings and explained what was going on and the remedies. I am grateful to this man and his assistant for helping me and my husband out when we felt no one could resolve our tax issues. I am a satisfied customer who is going back next year and glad to do so. He is the great neighborhood accountant with an e
My husband and I went to Jack because we were new homeowners and wanted to make sure our taxes would be done correctly. He was professional and very knowledgeable. We were very satisfied with his services. We got a letter related to our previous taxes the were not done by Jack, he looked over it and gave us advice on it without a fee. His secretary Sue is also very helpful and very nice. We are very happy to be clients of Jack Lieberman and look forward to many more years of his services.
I hired Lieberman to do my taxes for 2023. He asked for total payment upfront before taxes were filed. When I asked for a meeting to discuss the tax filing since I am a new costumer, he increased his price to do my taxes after I have already paid him an agreed 50% of the fee. Though we decided to terminate our contract , he kept a significant portion of the retainer even though no tax return was filed. I would strongly recommend against using him. I find him greedy and ingenious. How is it acceptable fo
Jack has been doing our taxes for two years now and I don?t have one complaint! The receptionist is also amazing and incredibly responsive. I have had other accountants back in the day who would charge me for any question I asked but not Jack- he has answered my questions throughout the stressful year of 2020 without a charge. Even though I moved further away from his office now he still does my taxes through email and phone which is very convenient. He is also very affordable and does a great job with our
Jack has handled my taxes for over 10 years now. He help straight my situation out when I first started going to him. Always very knowledgeable and personable. He has always handled my taxes in a timely and professional manner. I would recommend his business to anyone.
Jack and his team are wonderful to work with. I had a complex issue with IRS and was very pleased with Jack and his staff in their professionalism in handling my case. Jack is easy to talk to and explains everything clearly as I am no Tax wiz and have trouble following when it comes to taxes and IRS? Thanks again Jack!
Jack has provided me with impeccable tax services over the past 10 years. Throughout those years, he has also become a very good friend. He is extremely easy to work with and pays close attention to his clients. As a friend, business owner, and real estate investor I would highly recommend Jack for all of your tax needs.
After having done my taxes myself for many years, I was looking for an accountant because of the new tax law and having started a new business in 2018. Found Jack through the web app Thevio and he got back to me immediately . After a short meeting it was clear that he was the right choice, straightforward, knowledgeable and with a good sense of humor. He and his assistant Sue were organized and responsive and did a good job on a complicated return. I highly recommend the firm
Jack has been filing our organization's returns for 10 years now, and we enjoy working with him. He is a longtime Chamber member, and is a helpful, accessible and friendly person. We look forward to a long relationship!
I have a small business and was using TurboTax. Then as I grew, things got too complicated. I looked for an accountant who was personal and reasonable cost-wise. I found Jack Lieberman. Not only did he work with me to do my taxes promptly and reduce my tax liability, but he also helped m streamline my bookkeeping and accounting practices. He works with his clients personally and not via a go-between. Never too busy to talk to you. His personal service is hard to find in accountants. I recommend him heartily
I have worked with Jack for several years and have recommended him to others. He and Sue have a "Can Do" attitude that is second to none and they have worked to fit me into an already booked schedule on more than one occasion. I would definitely recommend Jack Lieberman, LLC.
Jack and Sue are pleasure to work with. Jack was able to help me and my family navigate through complex tax scenarios related to ISO shares and they also reviewed previous tax returns completed by a well known institutional accounting organization and found many errors. After refiling, we received over $2k back in previously overpaid taxes. Jack and Sue leave no stone unturned when supporting us through tax season.
It is easy to work with Jack Lieberman! Jack is able to manage what, to us, is the overwhelming task of dealing with the accounting of our business. Unlike other accountants we've used we also find that Jack is extremely responsive and able to deal with urgent matters quickly.
I have been working with Jack and Sue for over 5 years. They have helped me with my business sale tax and all of my accounting needs. It makes running a business less stressful having a wonderful professional accounting team like them.
Definitely recommend!!!!! Jack helped me get a refunded WAY larger then I had expected going in. I was able to use that money to help pay for my college tuition. He is very professional, knowledgeable and also very funny.
Jack is my 20 year plus CPA. Always a great job with my taxes. He is cheerful and funny two traits that are good when it is tax season!!!
Jack and Sue are fantastic! They are meticulously accurate and do their job with a smile. Just make sure you bring Jack candy each time you go and see him.
Jack is always on point with his accounting work. Very knowledgeable! Glad we have him for our CPA. Sue, that works with him is great also.
Jack is very meticulous and handles each clients with the amount of attention they need. Best is he serves with a smile. Thank you Jack and Sue
Mr. Lieberman demonstrates a level of expertise that eases one's mind. He provides a professional service that is outstanding. I was very happy with the results of his work.
Wish I had found Jack sooner. Jack has taken over my taxes recently and so far I can only say good things about their work. -Sedric
Mr Lieberman did my taxes last year for my small business for the first time. Did a top notch job. Using him again this year too.
I was looking for a CPA on Google and I saw his profile come up so I decided to call him to set up a consultation because I had a tax question which essentially was just one question that I needed to know. I made the phone call and gentleman picked up and I asked him about his consultation services he said he does but since it?s one question go ahead he?s not going to charge me. He was very thorough and clear with his answer. I?m very Thankful for his help.
I will recommend Jack. He was very professional and help me at the last minute. His staff was very friendly. They made me feel very comfortable. I will use them again.
Using his service personally and for couple business entities since 2006. Easy to deal with and professional. Always available to answer my questions unlike some other accountants I've tried over time.
Paid a $175 retainer to end up being billed from an account in California. After calling back they claimed to had never charged me. 100% scam!
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.