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Robert Greene CPA - Tax Strategies, Inc.

Robert Greene CPA - Tax Strategies, Inc.

Reviews Summary

The consensus is overwhelmingly positive, with all reviewers giving 5-star ratings. Customers praise the exceptional expertise, professionalism, and personalized service. Many highlight long-term trust, with some using the service for decades. The team is consistently described as knowledgeable, efficient, and responsive, particularly for complex tax situations. Reviewers appreciate the strategic advice, clear communication, and ability to maximize savings. The personal touch, kindness, and genuine care for clients are frequently mentioned, making the experience stress-free. Many emphasize they wouldn’t consider switching to another provider. The combination of deep tax knowledge, practical strategies, and warm service creates strong loyalty.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

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
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

Contact Information

Address

152 Deer Ridge Dr

Staatsburg, New York 12580

Visit Website Call Now Get Directions

Hours

Monday Closed
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-3PM
Saturday Closed
Sunday Closed

Customer Reviews

Robert Greene has been a wonderful find for me this year! He is extremely knowledgeable, and he is also personable and kind. He puts my mind at ease when I am facing the challenges of tax time. I had been operating my business as a sole proprietorship; Robert suggested that I become an S-Corporation. When I got my tax return this year, I was pleasantly surprised and extremely grateful for his know-how and my savings. Thank you so much, Robert and Tax Strategies!

Robert Greene CPA at Tax Strategies is a tax extraordinaire! We've worked with him for over 3 decades. Tax Strategies give us the peace of mind that our returns are completed in a timely manner and that our tax obligations are taken care of. You've got tax problems, Tax Strategies will fix it. Robert Greene is so personable and authentic; we consider him like family. We never had any reason to go elsewhere. I hope he never retires!

Robert Greene and his team have been advising us on our tax strategies for nearly two decades! The words solid, conservative, and thoughtful come to mind when we think of Tax Strategies Inc. They have consulted with us on real estate transactions, M&A asset purchases, and private equity investments. We have been pleased with their service and will continue to be loyal customers.

Robert and his team are incredibly knowledgable and professional. I have been a client for over 15 years and would highly recommend Tax Strategies to anyone looking for highly qualified tax guidance.

Excellent communication and service. Easy and secure process without having to travel to the office. Nick is very professional and always so helpful, which is exactly what we need when taxes are due!

I had an amazing consultation with Robert Greene. He eased all the anxiousness I had regarding some prior issues I had with the IRS. 20/10 would recommend.

I highly recommend Robert Greene for all your tax preparation and planning needs. Robert takes an honest, professional and extremely knowledgeable approach to reviewing and planning your individualized tax strategic plan. If you are looking for an expert who also feels like your favorite uncle who will never steer you wrong, then Robert Greene at Tax Strategies is your CPA. He's genuine, down to earth, and made me feel like I can trust him. Thank you, Robert.

Speaking for the first time with Mr. Robert Greene gave my wife and I a confident and secure feeling that he was the right CPA for us and our company. Two years searching for a good CPA came to an end today after our meeting. One knows right away it?s like a shoe that fits. It feels good!

They are truly experts in their field. With a wealth of knowledge and a dedication to providing the best outcomes, you can't go wrong with the team ate Tax Strategies, Inc.

Robert Greene is well-informed, whip-smart, and personable. Robert is an expert in federal, state, and local taxes. I cannot recommend any accountant more highly than Robert Greene for his knowledge, attention to detail, and good humor. I happen to be an educator. Robert Greene is the best teacher I've had when it comes to taxes. I don't know many accountants, but I'm glad I know Robert even if I only see him once a year. Each time we meet, I learn something new and useful. You can't do better than Robert i

Robert Greene and his team at Tax Strategies have always been exceptionally professional and helpful for the past 20 years we?ve worked with them. From personal to corporate taxes, he has handled many complex scenarios. We have achieved clarity on how we can reduce our tax liability and learned a lot regarding the tax laws. Very sharp team who knows what they are doing and accomplishes it very well!

Robert is a tax genius. He is extremely knowledgeable, communicative and we have really learned so much from him. We used his services for the first time last year and we were very happy with the experience, and savings! He did our personal and my husband's business taxes. He is very good at getting you to pay the lowest possible tax. He explains exactly how everything works and offers recommendations that will help for the future. I cannot recommend any accountant other than Robert.

We have used Robert Greene for many years now and now that we have our own business, we plan to use him for life. He knows what he is doing and is very pleasant to work with. He is not only a tax preparer, he offers the strategies you want to be using as a business owner. Highly recommend!

Robert is extremely knowledgeable and I have confidence in his ability to complete our taxes at a fair price and if needed, to represent us with the IRS or State Tax Department. He takes his time with you and is kind and thoughtful.

I have had my taxes completed by Robert Greene for over 10 years. He is one of the best CPA tax consultants out there. You can do you taxes from home as Robert utilizes Zoom for at home tax prep. He is up to date on all tax code changes and will make best decisions. Thank you Robert !

Been going to Mr. Greene for over 7 years now and I don't plan on going anywhere else for my tax preparation. He and his team are organized and make things easy - even when your taxes may be complicated. Always appreciate the personal attention and quick responses to questions. Can't go wrong going to Tax Strategies.

Robert Greene is THE tax guy. You want to know something? He doesn't even have to look up the codes. He basically has them all memorized and knows what to do with them. Bring all of your questions and be sure to ask him because he will never make you feel stupid for not knowing something AND he will never act like you are bothering him by asking questions. Most people hate tax time and you might still hate it but at least you get to work with Robert. A true breath of fresh air during such a stressful

Robert Greene and his team offer tax advice at the highest level possible. They have serviced our firm and helped us grow since 2006 with a level of commitment and quality that is unmatched in the industry. Excellent experience every time.

It is great dealing with a CPA who is knowledgeable and cares for his clients. I am confident we are in good hands with Tax Strategies, Inc.

Excellent experience. Robert Greene is highly knowledgeable and thorough. Robert has been my personal and business accountant for many years and I would never use anyone else.

Robert and his staff are truly beyond professional, respectful and knowledgeable. I?ve been with his office for years and I am always satisfied with the quality of work completed. Would give 10 stars if I could !

Robert is a very insightful tax strategist, specifically for S-corp tax planning. I recommend him to other entrepreneurs regularly.

Robert is not only a great accountant but a wonderful human. His staff is very friendly and quick to the task.

Robert is well informed and makes this process easier than it has been prior to going to him. I always seem to get educated on something new each year from him!

These guys helped us get a huge tax refund. We are complicated and they have helped us save some money. HIGHLY recommend. He's is very efficient and knowledgeable.

Simply the best, for both personal and non-profit tax returns! Consistently excellent for more than 20 years!

helpful, prompt' will use next year

This is where strategy meets experience! Mr.Greene's ability to simplify the tax process is remarkable.

Robert is a wealth of knowledge and a bastion of integrity. Highly recommend!

Robert and his team are the best we have worked together for a decade.

Very knowledgeable and informative

Bobby, continues to be professional, knowledgeable thoughtful, kind and thorough.

Robert Greene is the best in the busienss

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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