*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.*
251-73 Jericho Tpke Suite 405
Bellerose, New York 11426
Working with Joey each year to get my taxes done always makes the end of the year easier. Always gets me a high return and puts a lot of effort to help his clients. Thanks Joey!
PW advisors is a great firm to handle your taxes. I have been working with Joey for a while and he never disappoints. Highly recommend
For years I have worked with Joey to handle my personal and business taxes. He always made it so easy for me and educated me on all my finances. Thanks Joey. This review was much overdue
I used PW Advisors to do my taxes last year and he got me the highest return I have ever received. Joey is extremely knowledgeable and professional. I just found my new accountant. Highly recommend
Joey handles all my taxes every year and this year got me the highest return I?ve ever received. He?s knowledgeable and good at what he does. I really appreciate all you do. Thank you!
PW Advisors are informative and straight to the point. I called around multiple places but kept getting pushed away or hit with i will call you right back. When Joey answered the phone i knew i was in the right place just by his initative with me. Took all my information down and went into depth as what to expect and was very realistic with my personal and corporate taxes. I walked away a winner from this place and highly recommend at least getting on the phone and making initial contact. Thanks!
My accountant retired and was in desperate search of a new one. I came across pw advisors and made an appointment with joey, after meeting with him and discussing my finances, listening to his recommendations was very helpful. he is now my new accountant and I look forward to a long lasting relationship!
The best CPA you could hire. Diligent, best advice, on time, and very quick with all servicing. I loved their portal and their communication was excellent. My taxes were complex with different businesses and homes and they got it done seamlessly.
I was in need of a new CPA to handle my personal and business accounting. I was referred to Joey at PW Advisors last year and he has done wonders for me and my business with his tax planning and budgeting techniques. Saved me thousands last year and looking forward to the years to come. Can?t thank you enough Joey, Thank you!
Joey is amazing! PW Advisors are professional, reliable, and made filing my taxes easy and stress free. Got me the highest return. I'll be going to them every year. Thanks Joey!!
What a great accountant. Joey really shows the effort to help with all my finances and my business portfolio. Always does right by me. Thank you Joey
Working with Joey at PW Advisors has been a pleasure year in and year out for my personal and business needs. He is attentive and educates you in the process which is very important for me. During tax season and your business needs, there is no one I would rather go to than PW Advisors.
Joey is knowledgeable and professional. He handles my personal taxes and always gets the best for his clients. Appreciate everything you do!
Joey is a pleasure to work with each year. He handles my personal and entire business portfolio. Worked with him for a few years now and wouldn?t go anywhere else.
Started working with Joey last year and he is a pleasure to work with. He knows my finances well and has the best recommendations for me that have been great thus far. He?s the best
My friend referred me to Joey to get my taxes done this year. I needed an accountant for this year. Joey educated me through the whole process to understand my finances better. Thanks Joey!!
My son referred me to Joey at PW advisors. I was looking for a new accountant. He?s great. Glad I was referred to him. He?s very knowledgeable
Needed to find a new accountant this year and was referred to Joey at PW Advisors. He was very knowledgeable and helped me understand everything. Glad I went to him
Got my taxes done here for the first time. Joey made it so easy for me. He got me the highest return as well. So happy!!
Going to Joey each year puts me at ease every time. He?s the best accountant. Gets me a great return
Needed to find a new accountant for this year. Got referred to Joey at PW Advisors and just found my new accountant. You will love working with him.
Had a wonderful experience with Joey, he is very nice and also got me the highest tax return yet. Thank you Joey!
Met with Joey for the first time to get my taxes done. He was extremely professional and helped me out. I?ll be going to him every year!!
I have been with Joey for a few years now and he handles my whole business portfolio, he does an amazing job keeping up with my finances and I couldn?t be happier.
I have Joey handle all my finances. He?s the best. He?s professional and loves what he does. He will always get you the best results.
I was referred to Pw Advisors by a friend and client, and am so glad I signed on with them. The portal makes it so easy to upload documents and communicate with the team, and they answer questions promptly and thoroughly. Looking forward to a continued relationship. Thanks for everything!
Just did my taxes for the first time with joey, and it was great he explained everything and got me the best return. I will be going to back every year. Thank you so much!
Got my taxes done for the first time this year with Joey and he got me the best return I have ever gotten. Highly recommended going here for your taxes
Went here for the first time this year for tax season and they got me a great return and educated me throughout the whole process. I really appreciated that. Great accountant and highly knowledgeable. Thank you!
like working with Joey, he makes everything so easy and always gets me the highest return. he can handle all y our financial needs. Thank you Joey!
Joey is very knowledgeable and always will recommend what is best for you. He?s the best CPA and I recommend anyone to go to him for all your personal and business financial needs.
I have been working with Joey for a few years now and he's the best. I recommend anyone to use him as your accountant.
Joey is the best accountant i?ve been to. He?s smart and knowledgeable. He?s the best
Working with Joey is always a pleasure. He always makes my taxes and finances an easy process.
Working with them was great and extremely pleasant. He was very knowledgeable and loves what he does. Glad I just found my new accountant
Joey has been extremely helpful and knowledgeable in helping us with our taxes. We came to him with a history of bad experiences with accountants that did not help set up our personal or business taxes properly. We had a lot of concerns and questions. He took time to patiently listen to us and answered all our questions in a timely manner. He truly helped set us up for success. He?s helped provide advice even after tax season. He is very friendly and takes the time to really get to know you on a personal ba
PW Advisors has been great to work with! I used them for my personal and small business taxes and have been so pleased with the service! Joey is attentive, helpful, and efficient.
Got my taxes done here for the first time and Joey has gotten me the highest return yet thank you so much!
Got my taxes done with Joey and he?s the best. You will love working with him.
Joey has been extremely helpful in aiding my decision making process as I incorporated a new business. He took the time to get to know me, my personal and professional goals. He recommended a structure that provides my business with the most benefits and was patient and responsive to the many questions I asked since I have never done this before. He also connected me with reliable payroll services and filed my taxes in a timely manner. I recommend working with him if you?re new, established or even just thi
Recently, I posted a tax inquiry online as I was looking for an accountant to amend my taxes. Joey reached out to me immediately and offered his assistance. He gave sound advice and did a wonderful job handling a challenging tax situation with patience and professionalism. Throughout the entire process, he was punctual and very responsive. He returned calls immediately, and he communicated with me every step of the process. I was very pleased with the quality of his work and highly recommend him to a
I recommend PW Advisors without reservation. Joey Aronbayev has handled my personal and business taxes. He is honest, direct, organized, responsive, and has a fine attention to detail. That is incredibly important, especially with complex returns. I am very happy to have found him.
Joey is amazing at tax planning, strategies and cutting through complexities quickly and efficiently. Joey was also very good with out of state needs. He also comes with world-class background and experience working for a globally recognized accounting firm! Joey will save you time and money, 100% worth it and recommended!
Such a great firm to work with. I worked with Joey who is responsive and follows up quickly. He helped me find the information he needed from me to help me maximize my return. I don't like dealing with tax stuff, but Joey made it easy and quick! So glad I found this group. I fully intended to continue working with them in the future!
PW Advisors have been remarkable to work with. Their professionalism, expertise in complex financial situations, clear communication, timely service, attention to detail, including tax savings, are second to none. I would recommend them to anyone looking for an accounting / tax firm.
I am so impressed with PW Advisors! Their team of experts has helped me navigate the complex world of taxes and save money in the process. From the initial consultation to the final submission of my taxes, they were professional, thorough, and incredibly knowledgeable. What I appreciated most about this company was their commitment to personalized service. They took the time to understand my unique financial situation and goals, and then developed a customized tax strategy that was tailored to my needs. Th
Love working with Joey each year. He's the man. thank you!
Joey was a pleasure to work with! He was extremely helpful throughout the tax filing process and made himself available for any questions that came up. Joey's communication was clear and effective. I would absolutely recommend him to family and friends. I hope to use his services in the years to come!
Joey is by far the best at what he does. He is so knowledgeable. He not only made filing all of my taxes so much easier, but he set me and my business up for success in the future as well. I cannot recommend him enough!
Knowledgeable and does the digging for the details. I am an expat and my return is not straightforward, all looks good, will use again next year.
In a sea of CPA?s and Tax Professionals Joey truly stands out for so many reasons. With a solid background of a major accounting firm on his resume, an entrepreneurial mindset and being a strategic thinker allows him to navigate & leverage the complex tax laws so they make sense for you and your company. An exceptional client experience to say the least. Joey is Brilliant, Experienced Personable and He Cares ! I?m grateful for the opportunity to work with him and so will you.
ol? Ben Franklin said best, ?in this world nothing is certain except death and taxes? When faced with a daunting tax situation, I turned to Joey for help. And let me tell you, he was the epitome of cool, calm, and collected. Over the past few months, he patiently guided me through various options and plans, offering encouragement and sound advice every step of the way. Honestly, Joey is the man when it comes to taxes. If you ever find yourself in need of tax assistance, he's your guy! Trust me, you won't be
Joey has been a life saver with my tax return filings. Great savings. Grateful for being introduced to him !
If you need a tax-genius by your side, choose PW Advisors.. Joey and I do monthly check ins and he enlightens me about a new way to approach my tax strategy every time. We?ve saved thousands of dollars just with a few tweaks that Joey suggested so needless to say, we?re satisfied and happy with the services. Thank you Joey, looking forward to growing the business with you on our side!
Highly recommend PW Advisors, high Quality organization. They handle my family business taxes as well as personal taxes. I can't imagine going anywhere else. They are kind, curteous and have handled things with much knowledge and expertise. Joey and his team are the ultimate professionals and I trust them fully.
Really knowledgeable and professional and loves what he does. Glad I switched my accountant.
After doing my own taxes for years I finally switch to using CPA services with PW Advisors. Things had gone from a single w2 to multiple forms I wasn't quite sure I was filing right. Joey was excellent at explaining everything, got me a huge refund, and charged a reasonable amount to do so. I may move my business taxes over to them as well given how well the personal one went.
My previous accountant was never accessible and I was always chasing him. But from day one it was truly a pleasure working with Joey. He is very knowledgeable and diligent and always takes the time to explain everything step by step. Wish I'd found him sooner!
One of my friend's recommended this place. I was looking for a reliable financial expert. Glad I heard about PW Advisors. Joey was able to answer all my question's and made great recommendations. He knows more than other accountants that i have used in the past. I will be recommending all my friends and family to go see him. Thanks Joey for all your help.
If you're looking for a reliable and friendly firm to help with your finances,PW Advisors is the place for you. as a person whos a novice in the field of taxes,Joey was extremely patient with me and took the time to explain and answer any questions i had. Thank you Joey
Joey has been doing my books and taxes for years. He helps me save money where I can and helps me better understand my financials. I highly recommend him to anyone with a business and looking to save money!
Joey, has saved me over 1million dollars in taxes. I am indebted to him for a long time to come. I enjoy his ability to listen and think through creative solutions. Wishing him and his firm much success in the future. Forever grateful
Joey is a great help for my businesses, he ensured I was on the right path with expense documentation and preparation for tax filing. I will highly recommend, because I have used his consultation twice.
Joe was unbelievable from start to finish. He didn't just do my taxes. He educated me on taxes and gave me number of ways I could save in years to come. If I was able to leave more stars, I would!
If you?re looking for an accountant. This is the place to go for a knowledgeable and attentive accountant
Joey was diligent and professional in our tax returns. He made the process simple and effective for our tax needs. We highly recommend Joey!
PW Advisors is a truly professional organization. Their advice for our business has been excellent and in turn has saved us and will continue to save us a lot of money due to their tax minimization strategies. PW Advisors provide multiple value-add services, and we consider them to be an integral part of our company. Thank you PW Advisors, we would not be where we are without you.
Unhappy with results in recent years I finally decided to try a different route. When I reached out and scheduled an appointment I was able to easily get penciled in. I greatly appreciated their patience and willingness to answer all of my questions. At the end of it all I not only understood what was going on with my return but I was very happy with what I got back. I look forward to going back to them again next year and I would highly recommend others do the same if they?re dissatisfied with current resu
Finding an accountant in general is so tough after using many different accountants of which I wasn't happy with at all. until I was referred to this firm very professional communicated & responsive everytime I had a question I would get a quick reply with an answer very happy to use them & continue to use them. Thanks for all the great work
Absolutely fantastic service. They came highly recommended and definitely delivered. It was great to see that they took every little thing into account. Not just the same old questions, they look to help you limit your tax liabilities by getting to understand your life and things that may be often overlooked.
I spoke with maybe 3 different accountants within the last 6 months. Thank G-d for Joey. The man is a true professional, is there whenever I need him. Anytime I call, he answers. I couldn?t be more happier. Thank you very much for your professionalism. Highly recommend.
Joey and his team are by far the most professional and committed group CPA"s that not only work fast, but are truly accurate in their work. Thank you
Quick and easy experience for tax filing, thank you!
Couldnt ask for a better experience and process of getting my taxes done. Joey is extremely professional andI couldnt recommend him enough.
Very nice guys, did my taxes for me
Joey is my go to financial expert. Been dealing with him for many years. Highly recommended.
From the moment I sat down with Joey, I felt I was in the right place. He was very patient with me and look his time explaining into detail until I understood it 100%! Highly recommend to all!
PW Advisors is where you should be doing your taxes! I highly recommend as they are professional and made the whole process seamless.
Prudent and extremely knowledgeable accountant. Very happy with communication and customer service.
PW advisors are absolutely the best around and I would recommend them to everyone!
I have used this CPA for a couple years for personal and business taxes. Very knowledgable and extremely helpful. Would certainly recommend.
Wonderful service! Walked me through some pretty serious tax work. Looking forward to working together in the future!
Excellent expiriense, very knowledgeable, responsible, and accurate accountant
Joey did an excellent job of communicating throughout the process
Great tax planning. Made sure I understood everything and explained thoroughly.
Excellent and consistent work for our business!
Great service. Highly recommended!
Excellent Service and Support!
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.