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Marchionda & Ferrer, P.A.

Marchionda & Ferrer, P.A.

Reviews Summary

The majority of reviews are highly positive (5-star), praising the firm's professionalism, expertise, and excellent customer service. Many highlight long-term satisfaction, with specific appreciation for responsiveness, tax savings, and year-round support. A single negative review cites poor communication and handling of a return. Overall, the firm is trusted for both personal and business tax needs, with recurring clients emphasizing reliability, knowledge, and a friendly staff. The positive consensus strongly recommends their services.

About This Listing

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Contact Information

Address

950 Clifton Ave

Clifton, New Jersey 07013

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

I recently hired Joseph Ferrer to help us file our taxes and could not have been happier. I am a full time realtor and my taxes are complicated and Joseph helped us save so much more money than prior years. We will be calling him again next year!

Joseph and his wonderful staff are very knowledgeable ,up-to-date and efficient. We have been very happy working with them for our personal and business tax filing for more than 3 years since we move to NJ. Everyone in the office is a pleasure to work with. Trust worthy and reliable.

Been in business over 10 years and they have been the most professional and fair accountants and I have experienced quite a few. I left them early in our business for about 3 years. Worse decision ever. Been back with them consequentially for at least the last several years and they have never disappointed us. I like their flexibility and their candy. We have 3 business and they also do our personal taxes as well as our children's. Shout out to Diane and Jim...My Favorites.. Sincerely the Geronimo's

What a great company led by great people giving back to non profits with expecting nothing in return. Marichando and Ferrer shows that they care for families and children by all the philanthropic work they do without taking recognition. As chairperson of a nonprofit, I could attest to all the work they do from their heart .Some companies say they care BUT this company shows they care. Anyone looking for an accountant? Should stop right here . As a bonus Their associates are also as wonderful & profession

Jim & staff have been taking care of my business since 2010. Their customer service is great, and any time I have a question, I am answered immediately. Owning a business comes with a lot of stress via paperwork, payroll, state and federal tax, etc., and they continue to make sure everything is done correctly. I won't go anywhere else!

After 20 years as a loyal and faithful customer- Tom decided that he was unable to complete my return 4 days before tax day. Largely because his cheap emails - went to my spam account. BUSINESS MUST BE SO GOOD FOR for Tom that his $1650 retainer was the reason for his delay. Read here for the email he decided to publish about the account. You cant make this stuff up. Any new customers should strongly reconsider this firm for their poor practices.

I?ve been going to Marchionda Ferrer for the past 7 years to have my personal taxes done. I highly recommend Jim Slezak to anyone looking for a well-informed and reliable tax accountant. Throughout the year, even after tax season, he is available to answer questions. And he is super patient (I tend to forget necessary paperwork. Lol)

Marchionda & Ferrer, located in the mid of Clifton, have an office that looks professional and friendly, they have twenty employees and have been providing tax, accounting and advisory services to clients in northern New Jersey and the surrounding areas for over 30 years. for individual, their services include personal financial planning, family office services, estate planning. for business, they provide accounting services, payroll, audits, reviews, compilations, cash flow management, bank financing, busi

Use Joes firm for my business taxes this year. Professional, affordable and timely. Recommend.

Great firm. The staff understands how to treat their customers. Trusted and respected CPA firm.

I have been dealing with Jim for a few years now. Always responsive and gets the job done. Most of my family now goes here

Amazingly helpful and knowledgeable. Always on top of any tax issue that may arise.

I don't know why this other guy gave a 1 star he's clearly lost. Love this place and will continue to go here.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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