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Peter J. Marchiano, Jr., CPA

Peter J. Marchiano, Jr., CPA

Reviews Summary

Overwhelmingly positive reviews highlight exceptional expertise, professionalism, and personalized care in tax matters. Many praise the accountant's deep knowledge, approachability, and ability to resolve complex issues, often exceeding expectations. Long-term clients frequently mention consistent excellence over years, with specific appreciation for business tax guidance, IRS problem-solving, and family-friendly service. A single negative review cites filing errors and cost concerns, but this is vastly outweighed by repeated commendations for going above-and-beyond, including after-hours availability, financial life advice, and transformative outcomes for clients' financial situations. The consensus emphasizes trustworthiness, warmth, and life-changing tax solutions.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small 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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

1 Pelican Dr #10

Bayville, New Jersey 08721

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 Closed

Customer Reviews

Pete has been doing my taxes for over 10 years. He knows the tax laws and helped out with our personal and business taxes. He really is the best and I highly recommend him and in fact I have referred several of my friends and family to him. He's personable and takes the time to explain all options for filing your taxes.

Pete is extraordinary! He is extremely knowledgeable and up to date with all tax laws.He is also one of the most approachable professionals you can ever work with. I had a disastrous situation with my taxes and the IRS and he has assisted me over the last 10 years and helped me get my life back. I am a single professional woman and very intimidated by such things. But Pete has taken the pain out of all of this.I absolutely recommend him ,his team and the diligent work they all do. They provide true ded

This is an unfortunate review to write but I feel that the situation is worth sharing. We have used Pete in the past and decided to give him another try. He had multiple errors including marriage status and address errors. Regardless of this he had suggested to file taxes without dependent, and amend them to get them done in a timely matter so we could reach a closing on our home. He charged us $625. When it came time to do the suggested amendment, he then wanted an additional $500+. I never expect people t

I had a very involved tax issue and my regular accountant assured me he could handle it. Big mistake! I was referred to Pete by a close friend, thank God for that! Pete immediately got involved and straightened out the situation. Pete is one of the most knowledgeable and caring professionals I have ever had the pleasure of working with. I highly recommend Pete for any and all tax problems. I also highly recommend his book. It is full of pearls to immediately use in your business, in particular the book h

Expert tax work and a pleasure to work with. Pete found an error made by a different CPA firm - as a result, I received a substantial refund that, in effect, paid for Pete's work for the next 10 years. Highest recommendation goes to Pete!

Peter is the man! I have 3 best friends, a father in law, and brother in law who are accountants so I know what to look for. He has been helping me and doing my taxes for over 9 years now and I don?t know what I would do without him. I have a barber shop and a couple of rental properties that we own, manage and operate and he takes care of all of that and when we need the extra help or any paperwork for other investments he is there no matter what! Very involved and caring and is really a great guy! I h

PETE IS THE BEST! My family started using Pete and then I followed. Pete helped me start my own business. I can call him and text him day and night and he is always helpful and kind. Use Pete, I cannot say enough good things about him.

May 29, 2024 - NEW REVIEW This is the second year we had our Fed & NJ state taxes prepared by Peter Marchiano CPA Tax Office in Bayville.? The first time in 2022 we had a complicated situation and were unsure of how to proceed.? We made an appointment and met with Mr. Marchiano. He was able to resolve the situation, prepared our Fed & NJ state returns and we received a refund within 10 days.??For 2023 we returned to Peter Marchiano and received the same expert service - the kind of service that brings confi

Peter makes filing taxes much less stressful than many other accountants I have worked with. It has been a pleasure doing business with him.

I have been working with Pete for close to 2 years now and have nothing but great things to say about his services. From personal to business taxes he has been a great resource and always flexible with my schedule.

Pete is a great accountant. He is extremely knowledgeable and has helped me and my wife with our tax preparation. Pete has also advised us on several other topics and has provided us with an immense amount of value to add tp our financial lives. I was referred to Pete by a friend I and would highly recommend Pete Marchiano Jr., CPA.

Our experience with Peter has been amazing. He is knowledgeable, approachable, and kind. He has been most helpful and engaging with our family-owned business.

Listen if you really need help and you want someone that will sincerely try to help you , go see Pete! He helped me crawl out of the 10 year rock I was under and become a citizen. Now I?m getting a mortgage and buying a home. I?d say 10 stars if they had them because not only is he great at what he does, but he cares about people and their situations. Thanks Pete!

Peter is great! Knows his stuff and I know my taxes are done right! Plus he's a dog lover!

Ive been going to Peter for about 3 years now he goes above and beyond ther call of duty i highly recommend him going to drop my taxes off is like seeing an old friend it's great to see him!!!! Thanks Peter for all you do!!!!!

Pete is exceptionally the BEST!!! Been a client for the past 9 years and ALWAYS satisfied! Highly recommended!!!

Peter is very knowledgeable and professional. I highly recommend him for tax matters big and small!

Pete?s a great guy & an excellent CPA!

Excellent service and very knowledgeable, friendly and kind. Great CPA.

Always a great experience. Very professional and always friendly and courteous.

Does an outstanding job. Couldn't ask for a better account or person.

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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