*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.*
900 Haddon Ave Suite 400-3
Collingswood, New Jersey 08108
Leone & Associates have given us peace of mind when it comes to tax time. We had some struggles with prior tax services but now that stress and anxiety has been relieved. Sal is very thorough and takes the time to go through all details and explain those details. Even at tax time when things are busy they will find the time to get back to you and answer questions. Sal puts time into making sure that information is secure and that his customers feel valued despite how busy things can be. We really appre
I've always filed my taxes myself and hated it. My taxes were more complicated this year so I finally made the leap to hiring a tax preparer. Highly reccomend, I'll use him next year too. I'm a small business and Sal's knowledge (and just having me fill out deductions) saved me so much money compared to previous years doing it myself.
Working with Sal and his team was a great experience. He explained everything thoroughly and made it convenient to submit all of my tax information. Will definitely use Leone & Associates again!
Salvatore advised me on some very complicated tax matters covering several years. His team handled everything - they were extremely responsive and they saved me a significant amount of money. I highly recommend his services.
One the most knowledgeable and effective CPAs I?ve interacted with by far. Extremely fair pricing and provided me with quality work. Sal took the time to understand my unique financial situations and accommodate to my needs. Couldn?t recommend enough.
Salvatore and his team are great! There's nothing to worry about when he's doing your taxes. I went from having issues every year using turbo tax to having it done right each time and he charges less than Turbo Tax.
Sal is incredibly efficient and effective. Very straight forward, great communication, and transparency. I heavily recommend choosing Leone & Associates for taxes.
Sal was super amazing. He took the time to explain everything in detail. This kid definitely is extremely intelligent and numbers come naturally to him. He?s a people person and I was very impressed with him . Thank you Sal .
Hiring Leone and Associates was one of the best things I could have done as a business owner. Sal has been an integral part of the growth of my business. I trust him so much that I referred my parents and brother to him for their tax returns. Because of his knowledge and attention to detail I can operate my business confidently knowing my taxes and general finances are in good hands. Sal and Heather are true professionals, anyone in need of accounting services should not hesitate to work with them.
Leone & Associates are phenomenal to work with. Sal is highly professional and knowledgeable about the tax/accounting industry. He is willing to go above and beyond and has answered so many of my questions on the fly. My taxes have always been filed quickly and efficiently since working with Sal & Heather. Highly recommend!
There?s so many great things to say about Sal! I?m so grateful I found him for all of my business needs. I?ve worked with a couple other accountants in the past, and I?m happy to say Sal has taken his time to clean up their mess! I would highly recommend Leone & Associates to anyone in need of a new accountant you will not be disappointed!
Time and time again, Sal has helped me with my taxes in the most effective way possible and saved me money where he could. His proprietary software that figures out gains/losses on NFTs has saved me hours of potential headaches considering etherscan doesn?t show the value of NFTs at the time of the transaction. Sal has always gone out of his way to be communicable in a professional manner and happily answers questions that I?ve had. I could not recommend Sal more: there truly isn?t better option in the c
Sal is the best of the best. Extremely knowledgeable, responsive and proactive with his craft. He is incredibly patient, professional and all around easy to work with, which has made dealing with difficult and intimidating subjects a breeze. Simply not enough words to express my gratitude for Sal and his team. I would recommend his services to all.
Second year in a row of having a great experience filling my taxes with Sal! Filing taxes for me always involves a ton of complexities, as I am not the typical W2 worker. Sal manages to thoroughly and skillfully tackle each of my tax / general accounting concerns one by one, rarely requiring any additional follow-through on my end. He has proven himself to be much more reliable, helpful, and knowledgeable than Turbo Tax or other large corporate entities. I?ll be sticking with Sal / Leone Associates for all
Sal and his team are the best around! He provided me with exceptional customer service, peace of mind, and confidence throughout the entire process. Sal is extremely knowledgeable and the perfect choice for small business owners. I would recommend Sal for anyone who needs help filing their taxes. I will be partnering with Sal and his team for all of my accounting needs!
Sal has been a lifesaver! He caught and cleaned up several errors made by the former CPA from the previous year. It was a big mess, and he held my hand and made sure I understood everything along the way. As a small business I appreciate how patient and detailed he has been, how well he communicates, and how he continues to educate me. He is a one stop shop for all things accounting/bookkeeping! I?m glad I finally found a company I can trust!
Sal was great! He handled everything for me and I never had to go into the office! I?ll be using him for all future tax returns.
Easily the best accounting services in the tri-state area if not the entirety of the United States. Many friends and clients of mine have been referred to Sal and his team and have had nothing but stellar things to say. If you?re in the market to improve your tax situation or have your finances streamlined look no further then Leone & Associates team of professionals.
Sal?s expertise in both traditional tax law and cryptocurrency makes him the ideal consultant for getting the most out of your tax filings. He looks out for your best interest while advising you on the best strategy for your situation. I?ve used him for two years now and have no plans to take my business elsewhere. Thanks Sal!
I just started my own business and after searching for a good accountant for months Sal was recommended to me. His professionalism and knowledge made me feel confident in moving forward with doing business with him! 10/10 HIGHLY recommend!!
Sal was quick, professional and very knowledgeable about my tax preparation. The prices were also extremely reasonable for the work I needed. The website I used to upload the docs to him was very easy and user friendly and Sal responded almost immediately once something was uploaded. I could not be more pleased!
Sal is very knowledgeable and professional. He took the time to speak with me over multiple phone sessions to fully understand my tax needs and found a few creative ways to minimize my Federal and State taxes. He makes great use of technology that made using his services very easy and required no travel or office visit on my part (though he offered face to face consultation if I wanted). Ver satisfied with his work and will use again next tax season.
I?ve been working with Sal since I?ve started my business and he?s helped me every step of the way! He breaks things down so I understand them, he has always been honest and straight forward. He?s definitely great at what he does! If you?re looking at hiring Sal, DO IT! You will not regret it!
Sal and his staff are the best at their job! We are using their accounting & business consulting services with great confidence and expect remarkable results for our catering & event planning company! Always a pleasure to speak with either in person, over the phone and even through emails. Everyone is always pleasant, straight forward and helpful! Thank you for all you do!
The customer service and response time Sal provides is excellent. I came to him to do my taxes where he is very knowledgeable. I had few questions where he was able to give me free consultation and answer my questions quickly on a busy schedule. Will continue using his service.
Sal and his wife Heather are always so accommodating every year when it becomes tax season. Makes filing so simple and easy! Couldn't thank them enough for all their hard work they do for us every year! Highly recommend using them if you're looking for accountants!
Leone & Associates have been, what I consider, a God-send. The professionalism is second to none, and the patience is great. I?ve been dealing with Sal and he is very honest and dependable with information you may not know. Always willing to assist in any way possible. I believe the prices are very fair for the quality of work that is provided. My search for any assistance has stopped here and I will be life time customer as long as they are in business.
Can't recommend Sal enough, he's been handling the taxes for my business for the past 2 years and has saved me a ton of time, and money. He is extremely knowledgeable, responsive, and fairly priced.
I recently found out my business taxes for 2021 weren?t properly filed by my old account. I had to find out through my bank trying to receive an SBA loan. Thankfully I was introduced to Sal who was able to slam my taxes together very quickly and efficiently to get me back on track. I?m looking forward to our continuous business relationship
Sal and Heather are not only incredibly knowledgeable as a tax preparer and CPA but friendly and responsive. My challenging personal taxes were prepared quickly after an in depth personal discussion about my situation. Sal took over from another preparer who had many a number of mistakes. I can't say enough good things about him and Heather. Do not hesitate to work with them.
Best in the business!!! Always available and goes out of their way to make sure everything is correct
Sal was very knowledgeable and informative. He processed my taxes in a timely manner and I will be doing business with him again. Trustworthy and professional.
Sal provided great service! Very professional, detailed, knowledgeable and easy to work with. I will definitely use his services again for my tax needs. Highly recommend!
Working with Sal was an awesome experience! His extensive knowledge of the crypto/NFT space really sets him apart from the other accountants in the space. He kept me in the loop any time something unexpected happened with my return and managed to get me a much better return than I could have anticipated. 100% would recommend to a friend
I had previously done my taxes myself and never hired a CPA to help before this year. I bought a house last year and moved states, so I knew it was going to be more complicated. I reached out to Leone & Associates and worked with Sal. He was extremely pleasurable to work with and made everything super simple and easy! It was way easier than doing my taxes myself, even before I bought a house. I?ll be coming back next year without a doubt!
Sal is truly one of kind. Cares about his clients and really works hands on with them to make sure everything is exactly how it should be. It's not for no reason that he is rated 5 stars. Highly recommend.
Just got my first rental property and decided to give sal a shot due to a recommendation and was not disappointed. Sal is very personable and professional. would definitely give him a chance.
Sal did what he said, was fair, responsive, and professional. Catered to my communication prefference and was sure to be thorough. Tough to find a good tax service with fair pricing these days. Now I got a guy! Reccomend him highly. ~Angelo
Sal does a great job in tax return preparation. He has prepared and filed my taxes for the last two years now. He is very knowledgeable on all areas of taxes.
Extremely knowledgeable and patient with all of our questions and concerns. Sal really takes the time answering my phone calls and consulting with me- very helpful! My husband and I will be using him for the next years to come!
Mr. Leone was very knowledgeable and friendly. His cost for services was less than I anticipated. He reviewed my 2021 taxes from someone else and suggested sensible changes that were certainly beneficial. I look forward to using Leone & Associates next year.
We have used Leone and Associates for many years now. Beyond happy with the services we have received. Have recommended many family and friends and all share similar praise. Look no further, amazing team here.
My wife and I usually do our taxes ourselves but we had a lot of big changes this year I.e. marriage and a house. Leone & Associates made the process incredibly easy and painless for filing taxes. 10/10 would recommend to anyone in the area.
I met Sal through the crypto and NFT world, and he has been a fantastic accountant throughout the entire process. Rates are fair, one on one time is prioritized, and he answers any questions promptly and accurately. He helped walk me through my first year filing as an S corp, and has made the process of filing NFT and crypto taxes a million times easier. Would highly recommend doing business with him and his firm!
Sal did our taxes this year and he was great! Even with all the questions I asked he responded back really fast and was very understanding! He will be doing our taxes again for this upcoming year again! 10 outta 10 recommend!
If you're looking to hire a new CPA then look no further! I highly recommend Leone & Associates! They have very good communication and are very knowledgeable in all areas (even crypto). Their software and uploading procedures are very easy and user friendly.
Leone & Associates team is organized, knowledgable, and pays great attention to detail. Very glad I switched to their services!
Sal has done nothing but exceed expectations and is very thorough when explaining tax laws or whatever questions I may have. I can't recommend Sal enough, and his prices are very fair!
It was great working with Sal! He explained everything clearly and addressed all of my questions. Would definitely recommend for all your tax/accounting needs!!
Leone & Assoc. are not only quick and efficient at what they do, but they treat each customer like family. You won?t feel judged, rushed, or misunderstood as you lay out your financial goals with them. While Sal happens to be a great friend, he also knows how to keep our meetings professional yet comfortable. Would highly recommend for anyone looking for tax or financial advisement!
Sal has absolutely been a godsend when it comes to helping me sort my tax situation. being patient and helpful every step of the way for me to get what I need to get in order!
Sal is super helpful with all my questions. Always quick to get back to me. Awesome at explaining everything to me. Definitely recommend giving him a chance.
An amazing experience. Sal was very helpful and very knowledgeable. He was able to answer all of my questions and teach me a lot along the way. I would recommend his services to anyone that needed them. Thanks again for all of your help!
Couldn?t recommend Leone & Associates more, they truly go above and beyond to ensure their clients are informed and completely satisfied. If you?re simply filing your personal taxes or need help with your business they are your go to for everything!
Sal has been helping with my taxes for the last 3 years , 100 percent recommend!! does a fantastic job !!
Leone & Associates have been nothing but amazing for our company. Always there when we have a quick question or to walk us through something. We would highly recommend them for any business
Leone & Associates, LLC has been extremely helpful and efficient in organizing my tax documents. They have made a process that is typically strenuous very straight forward and have provided me great advice. I highly recommend this company to anyone seeking accounting services.
If you?re looking to have your crypto taxes done whether you?re new or been doing this a while I highly recommend this company. They are actually amending my taxes for the simple fact that I the other programs out there do not work?.they have the right tools and programs to get the job done.
I can not say enough great things about my experience with this company. Professional, kind, timely, and honest. I am so glad to have found them and will continue to use and promote them as I feel they deserve every amount of praise. Trust me, you will not be disappointed. Thank you for everything Sal.
Sal was great throughout the entire process - prompt, experienced and service was reasonably priced. 10/10
Honestly, we use Leone and Associates this year for taxes, because we had just bought a house and they were specific with the information needed, and did everything virtually except for the final signature. So pleasant to work with!
Great service! Sal helped get all my crypto tax issues solved in order to file my return on time.
Sal leon made filing my tax returns easy and fast. Would use and again, and recommend.
Pleasure working with Sal. I'd 100% recommend for anyone in the crypto industry.
Great amount of help with taxes and explaining what is needed to do. Patient and has time to discuss future plan.
Highly recommend! Not only so informative and resourceful, but also so formal and accommodating! Can't wait to do business with them this upcoming season.
Sal was very personable and straight forward. Looking forward to continue doing business????
Great to work with. Very professional, timely and knowledgeable! Helps me with my business and personal accounting!
Made me feel super comfortable to reach out at any point if I had questions. Everything was done quickly and effectively. Definitely my go to accountant from now on!
Professional and extremely helpful with any questions. They will get the job done in a timely fashion and will walk you through all the steps.
The business is very attentive to a clients needs and future, insightful in areas of growth and retention.
I definitely want to have them be my accountant firm for a long time. They both professionals and they are very good at what they do
Absolutely fantastic to work with. They took care of everything from beginning to end. Would highly recommend to anyone.
Fantastic! Helpful with everything. Professional. Truly could not be happier with my experience. Would highly recommend!!!!
Very professional and helpful. Took time to answer my questions and didn't make me feel rushed. I would highly recommend them.
Very professional and punctual. They are doing amazing things for my Financials with my company
Sal is the best! Highly recommend Leone & Associates
Great service!!!! If you guys need anything tax related or crypto related he is THE GUY.
Sal was extremely helpful and informative.
They are a professional company that provide attention to detail with accounting and tax services!
Incredibly professional and efficient. Excellent work every time!
Always quick to respond and answer any questions. Professional and detail oriented.
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.