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Morgan Stanley Global Headquarters

Morgan Stanley Global Headquarters

Reviews Summary

Reviews show polarized opinions, with many 1-star ratings criticizing poor service, account issues, stock manipulation, and financial losses. Complaints include account closures without explanation, money mismanagement, and untrustworthy practices. Negative experiences highlight confrontational staff, long delays, and frustration over lost funds. However, 5-star reviews praise polished service, friendly staff, excellent facilities, and positive work environments. Some mention great locations, well-maintained buildings, and rewarding experiences. A few neutral (3-4 star) reviews note average performance without strong feelings. Overall, dissatisfaction dominates, particularly around financial trustworthiness, but satisfied customers appreciate professionalism and infrastructure.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Multi-state Experience
Cross-border Taxation

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

Tax Preparation
Tax Planning
Financial Advisory
Multi-state Experience
Cross-border Taxation

Contact Information

Address

1585 Broadway

New York, New York 10036

Visit Website Call Now Get Directions

Hours

Sunday 7:30AM-8PM
Monday 7:30AM-8PM
Tuesday 7:30AM-8PM
Wednesday 7:30AM-8PM
Thursday 7:30AM-8PM
Friday 7:30AM-8PM
Saturday 7:30AM-8PM

Customer Reviews

Not good. Right after they made the Romanovs the Black Panther party, I kept stumbling into civil rights lawyers in Orleans prison showers. Except they were disguised as Christopher Lee from Dracula and Curly. The only question I had? Is it comfortable having your pants tucked into your stockings? Dumbfounded, his answer was obviously, "yes."

Absolutely loved visiting here in 2009/2010 during the Aggies on Wall Street program where we got to meet with leaders at the investment bank including John Mack (in the picture with myself). What an amazing experience and I loved New York City.

Morgan Stanley has lost its relevance after choosing it's cloud provider. Microsoft is my best guess.

BEWARE. YOU WILL NEVER SEE YOUR MONEY AGAIN.

BEWARE to public investors. You may never see your money again!! My Mother is 89 years old and I am 62. I am her only child, heir and listed beneficiary in her Will. My husband passed 16 years ago and we never had children. I am Mother's legal statutory durable POA. Mother has a Morgan Stanley IRA & Investment account. To start the account had approximately $900,000 in it. Mother and I purchased a new house last year for $300,000 and spent an additional $150,000 in used furniture, grass, fen

Did not want to fly back to Orange County, CA after spending 3 weeks training and living it up in Manhattan, NY in mid-1990's: Accross from Madison Square Garden upon arrival! Penguins vs. Rangers,. Gretzky. and.Messier-Hat Trick. ???? Santana Live @ Beacon Theatre! Yankee's playoff tickets. Biking around Central Park. Rodney Dangerfield's Live. Times Square. Top of World Trade. Center Tower. Bullet train. Sausage rolls every night! Pizza night.

Morgan Stanley closes their customers accounts without providing any reason.

Pending Escrow check 8 months post sale. They sent it to the wrong adress not 1 but 5 times. Don't bother stick with a local lender

Worst company ever. Manipulating stock market by creating Pump & Dump. This coming creates fake reports to make money. VOID VOID VOID

Morgan Stanley takes advantage and manipulates other companies stock for their own gain. Their own company should be evaluated by the SEC. Their reputation shows from bad stock evaluations.

The representative on the customer service line was one of the most polite individuals I've ever dealt with calling a help line. Well done.

Garbage company and price targets couldn't be more off!! Stay away!! Adam Jonas complete incompetence at its best!

Great food and atmosphere. Friendly staff. Wait time usually low.

Lucas Estrada is a very confrontational "man" get rid of him

Nice office block with scrolling electronic banner (similar to reuters at times square.)

Best work place for technology people who really want to do something.

Beautiful building! One of the Best maintained buildings in the City

extremmely bad service. spaghetti in air vents. would not visit again 1/9 stars

Work environment was ok But the food is bad

Lost money every month Trying to get a check to close account

Great location and beautiful lobby.

Great place, good people, good values

Adam Jonas is about as corrupt as it gets.

The best company in the world!

Financial organization not much to say

Very polished salespeople

(Translated by Google) It's all about what you want to effectively present (Original) ?? ?? ???? ?? ???? ?? ?? ??? ???? ???? ????? ?? ??? ???? ????

(Translated by Google) Damo (Original) ??

(Translated by Google) Excellent (Original) Exelente

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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