*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.*
185 Fairfield Ave # 4C
West Caldwell, New Jersey 07006
After many years of thinking I could research everything myself and use free tax prep services, I finally made the switch to a professional and highly recommend Russell. He made the process very easy, explained everything without rushing (including complex subtle tax law details), and importantly was very responsive via phone/email. He is easy to talk to and tries his best to get you in the best situation for both taxes and future finances.
Russ offers great tax advice for both current and future need. We were very happy with our experience working with Russ and look forward to continuing to work with him. We highly recommend him.
I highly recommend Russell for any of your tax-related needs. He is an exceptional individual who possesses a wealth of knowledge and expertise in tax services. Russell is not only professional in his approach but also goes above and beyond in providing outstanding customer service. In my experience working with Russell, I have found him to be reliable, diligent, and trustworthy. His attention to detail and dedication to ensuring accuracy sets him apart as a top-tier tax professional. Whether it's tax prep
Russell has been my accountant for both my dental practice and my personal taxes for the past 10 years. He is extremely professional and knowledgeable and I trust him 100% . He is always on top of the new tax laws, regulations and savings.
Russ is extremely knowledgeable and efficient. I?ve worked w him for many years and I consistently learn new strategies to help me save money and strategize for the future. Friendly experienced and a pleasure to work with. Highly recommend
We have used Russ to file our taxes for several years and he has been great, prompt and courteous each time. I would recommend him for sure.
Russell has been doing our taxes for several years and is always a pleasure to work with. He's extremely thorough and pays attention to every detail. We'd definitely recommend him!
We had been searching for a thorough, knowledgeable, honest CPA and finally found Russell. He not only did a great job on our current taxes, but was able to go back and redo the past few years and get us refunds on overlooked and incorrectly processed expenses. He also patiently handled our daughter?s taxes. Highly recommend!
Russ is very proactive and thorough. He is very knowledgeable and explains all implications of tax changes. He takes the time to work with each of his clients personally and has their best interests in mind. I have confidence that my tax returns are complete and accurate. It is always a pleasure working with Russ.
Russell Zamloot has a professional and organized office. He is easy to speak with and gives clear instructions throughout the filing process and also responds quickly to questions. My tax return was completed efficiently within 2 days . He advised me on tax-saving strategies which is very helpful for my future tax return.
I am very grateful for the referral I received to use Russell. After years of filing my own taxes, I understand how important it is to have someone as experienced as Russell to help with this intricate process. Not only is he patient, he is super informative and follows up to make sure everything is reviewed and covered before submitting. My husband and I highly recommend his services to anyone who is looking to maximize their returns by a true professional. Thank you Russ!!!
Russ Zamloot is very knowledgeable and thorough CPA. He makes the filing process and document very easy. We just got the paperwork together and submitted on an easy-to-use system and Russ took care of the rest. We highly recommend his excellent service!
I have been using Russell for the past 4 years or so. He has advised me on tax saving strategies with my brokerage and IRA accounts. He explains everything to you in detail and you are very comfortable asking questions. He not only has the vision for the present year but also for the future years and tax implications. He has also advised me on my dad?s estate. He provides exceptional service in many areas.
It has been a pleasure to have Russell ZamLoot prepare our tax returns for the last two years. He is knowledable, thorough, and prompt . . . and very easy to work with. If you are looking for a trustworthy professional to prepare your taxes we highly recommend Russell's services.
Russell has been such a pleasure to work with! Detail oriented, easy to follow process and very, very helpful when advising or giving his opinion. Tax season is never fun, but he certainly eases that.
I was referred to Russ by my Financial Advisor approx. five years ago. I have had various CPA'S but none like Russ. He is so enlightening and professional. He explained in detail what needs to be done and asked me questions pertaining to my current situation and informed me of certain tax advantages that I had no knowledge about. He handles all concerns expeditiously and efficiently. To boot, he is very pleasing to the eye.
Russ is so easy to work with. I have been going to him for several years and he never disappoints! I highly recommend him as he makes the whole tax preparation process seamless!
My brother Russ is thorough, detailed and honest. You?ll be very happy with his service
Russ is very thorough. He covers everything and leaves you comfortable that the numbers are complete and accurate. My wife and my situation is very unique. And he simplifies for us. He isn?t the cheapest but I always say you get what you pay for. Thumbs up for me.
Russ is a pleasure to work with and I would recommend his services. He is detail oriented and communicates effectively to be sure you are comfortable throughout the process.
Russell Zamloot is a very professional, patient and caring CPA. He managed to find many mistakes that H&R Block had made on my previous tax filing and for the first time I received a refund. I will certainly be using his talent in the future.
Russell?s wealth of knowledge combined with his professionalism and efficiency make him the smartest choice if you?re looking for an accountant. Combine all that and add in his bright personality and you?ve got the best of the best.
My uncle referred me to Russell and he was amazing to work with. He made this process seamless. He was thoughtful and thorough with my taxes. He is invested in his clients.
I worked with Russell during the last few years, including the current 2022 tax filing. He is very knowledgeable and helpful, always ready to help with my complicated filing, which included not just my personal, but also business filing.
Quick & accurate. Makes the entire process a breeze. I will continue to use him until taxes are abolished.
Fast ,thorough, professional service. Russell has all of the answers to my tax and finance questions. Great guy
Highly recommended by friends mine. Exceeded my expectations with service and information.
Detail oriented and professional. Appreciated the time he spent to explain and discuss some strategies for future tax savings.
Professional and personable!
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.