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Mertiri & Associates CPA PC

Mertiri & Associates CPA PC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Customers consistently praise the team's responsiveness, knowledge, and ability to simplify complex tax matters. Many appreciate the personalized attention, reliability, and stress-free experience, with strong recommendations across the board. A single negative review mentions tax filing issues, but the vast majority report high satisfaction, with long-term clients expressing continued trust in the firm's services.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

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

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

151 N Main St Suite 405

New City, New York 10956

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Botched my taxes after providing extensive documentation then blamed me for not reviewing them. That's what I'm paying you for, own your mistakes. I was threatened with legal action for leaving this honest review. Additionally, Ed Mertiri's signature is on my 2021 returns.

I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I?ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don?t know what they are doing. Thank you again for everything!

Ed and Ervin are professional, courteous, and responsive. They help simplify the Tax Filing process while keeping you apprised of important details. They make Accounting much more enjoyable and understandable. They both work very hard to guarantee a job is well done. We very much appreciate it. Would highly recommend!

I do not stress out about my taxes because I know I am in good hands. I have the right people taking care of such a serious and scary thing. I?m so grateful that I have found Mertiri & Associates and fully trust that they are the best out there! If you?re looking for people who know what they?re doing and honest, reliable, efficient work, look no further! Thank you for all you do!

When my CPA and friend of more than 30 years passed away I felt lost. Ed and his team were recommended. I have never regretted my new relationship. They have done a wonderful job. They continue this trend year after year. Thanks for all you do.

It was my first time getting my LLC taxes done I couldn't be happier with the service . Ervin has exceeded all my expectations. From handling my taxes and financial reporting to providing valuable business advice, always responsive, patient, and taking the time to explain complex financial matters in a way that is easy for me to understand. Highly recommended!

This Accounting firm has worked with me for 3 years doing my taxes and I am completely satisfied. The attention is immediate and staff is helpful and supportive . I would highly recommend their services to others. Dr. Linda Levine

I've been with this company for years, and I've consistently been happy with their services. They've been lightening my tax burdens, allowing me to channel my energy into my business instead of stressing about taxes. I definitely recommend them!

It's been a absolute pleasure working with Mertiri & Associates CPA PC . Ed and his team are very knowledgable and thorough. Its good to have a CPA who you can guide you in the right direction and provide constructive advice. Thank you!

I am so happy I found Ervin. The practice Is so helpful and make everything seamless and easy. Being a small business owner taxes and payroll can be confusing. They are great at what they do and treat everyone with top notch personal attention. I would highly recommend them.

Worked for many years with Mertiri & Associates CPA. They are very professional and responsive. Always able to help me with the best advice for my companies, and they are very reasonable with their prices. I highly recommend them Ervin and Ergys. The best guys in the market. They will satisfy you.

Great tax services! They are extremely professional, responsive and helpful! They make themselves available to answer all questions/concerns. Highly recommend!

I was a new client of Mertiri & Assoc this year, and brought them multiple years of tax information in mid-March. I was very impressed that they were able to complete all of my returns so quickly and professionally.

I have trusted Mertiri & Associates CPA with all of my financial needs from book keeping to taxes. I cannot say enough about how comfortable and taken care of I feel with them.

Ed and Irvin have been our accountants for years and have always been very prompt and thorough in responding to our questions and concerns. We greatly appreciate their services and highly recommend to others.

The staff are professional and easy to work with. They are constantly checking in to make sure that your individual needs are being met and that you are happy with their services

I've been using Mertiri & Associates as my tax consultant for years. I trust them and I believe I get sound, accurate advice from them.

Great service. No nonsense and very knowledgeable approach to getting what uI need when I needed it.

I am very pleased with the service that I receive from Mertiri & Associates, they are very professional, efficient and prompt with preparing my taxes. Three years of service and I'm looking forward to more years.

Ed and his staff are absolutely fabulous. From having periodic update meetings to having all my payroll and tax liability forms filed without delay has taken a huge burden off my plate. I will be with this firm until I decide to retire

I?ve experienced top notch professional services from Mertiri and Associates and highly recommend them to others looking for accountant and business services.

Have been using them for years. Very responsive and helpful. Have and will continue to recommend them to others.

I used Mertiri&Associatrs accounting services for my personal and my business I would defiantly recommend them as great trustful accountants. Look for Ervin especially, its a great helpful guy.

I?m happy to have someone responsable ,professional .I recommend them for taxes and more!!! friendly people love them

Excellent service at Mertiri & Associates. Very knowledgeable & accessible staff. Highly recommend.

Excellent Company. I would recommend them to anyone in need of accounting services .

Great service and experience, recommend them for all your individual and business tax service.

Very professional! I highly recommend to use their services!

The team is outstanding and answers any questions we have for our personal and professional matters

Thanks for helping me advance my business structure and filing on time this year.

Knowledgeable, responsive and helpful! I highly recommend.

Great service. Simple to get my taxes done

Very pleased with the personal attention to our business and individual tax needs.

Wonderful to work with. Very professional.

Very fast, polite and accurate service

Great firm, very helpful and outgoing.

Superior service, personable, friendly and reliable.

Super Professional and always saving me during tax week!!!!

Very highly professionals in accounting And advising.

Thorough. Quick to respond to questions.

Great service great staff

Conscientious, thorough, thoughtful.

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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