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Shmuel Paltiel CPA, P.C.

Shmuel Paltiel CPA, P.C.

Reviews Summary

The reviews overwhelmingly praise the accountant for being highly knowledgeable, efficient, and professional. Clients highlight exceptional responsiveness, year-round availability, and clear explanations of complex tax matters. Many appreciate the personalized attention, maximum returns, and seamless handling of both business and personal taxes. Long-term clients strongly recommend the service, noting trustworthiness, affordability, and a knack for simplifying complicated processes. The consensus is one of outstanding satisfaction, with nearly unanimous 5-star ratings.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Forensic Accounting
Small Businesses
QuickBooks
Internal Controls

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

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Forensic Accounting
Small Businesses
QuickBooks
Internal Controls

Contact Information

Address

70-50, 1-14 Austin St Ste Ll

Forest Hills, NY 11375

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Sam has been my CPA for 4 years now, and I couldn't recommend anyone better! He is always prompt, respectful, and provides the highest quality of work while answering any questions. Any time I have trouble with my taxes, I reach out to Sam and he gets back to me within a day. Incredible service, amazing prices, and overall great person with integrity. Thank you Sam, and I have always recommended you to my friends.

He was very helpful in explaining the pros and cons for each entity type and helped me understand the taxation method for each. So far my experience with Shmuel has been very positive. Looking for new accountant, so I called to schedule an appointment, He called me back in a timely manner and even sent a follow up email which I appreciated. Excellent customer service thus far?Affordable and solid service......!!!

This accountant is as good as It gets. I am a business owner and a family man; Sam just makes everything that?s complicated in life much easier. He is not only knowledgeable but he?s a pleasure to work with. I have complete trust in him in regards to business as well as my personal affairs. He manages to get the best return possible for me and is just always available to me for assistance all year round!!! I cannot ask for more. His office is easily accessible for me and he gives me the one thing I can say

I have filed my last three years of business and personal tax returns with Sam, who was always available for me and responded to my calls almost instantly. Sam gave me the right type of advice both for business and personal and gave me the personal attention I needed from him. I highly recommend Sam as a good and knowledgeable CPA.

Sam is an amazing CPA very knowledgable. He handles by business and personal return and am very satisfied with the service. I had other accountants before, none of the compare to Sam. I highly recommend him, you will not regret it.

I have been with Samuel Paltiel CPA for 3 years now and am very pleased with the service I get. I own a unisex hair salon and he is very knowledgeable about the industry and how my business operates, so it makes it so much easier to work with someone who understands your concerns. I defiantly recommend him to anyone who is looking for a good CPA who knows what he is doing.

Shmuel was amazing. I've never had a CPA before and I just started a small business. He made the super complicated process of taxes super easy. No Hassle, straight forward and everything was settled in a matter of days. Highly recommend!

I found Sam through Craigslist two years ago. My previous CPA was retiring. Sam had answered an ad that I posted with some very specific tax needs for me, my wife and my real estate business. I own many properties in New York and Arizona, my wife and I also have jobs in New York City, so consequently our taxes are very complex. Sam takes the information that I supplies him and does a bang-up job, and is very conscientious to my needs. He gets right back to me when there is information missing or when he see

Best accountant in the area hands down. Fast, reliable and actionable process. Sam is the top guy for businesses and individuals looking to build wealth. Highly recommended!

Shumel is an attentive and caring accountant., an asset to any business. He helps you threw the process and answers any questions. He is knowledgeable, takes pride in his work and delivers great, timely results.

Knows his stuff!! Always available 24/7 for me and my ridiculous tax questions all year long. Pays close attention to detail and gets the job done efficiently and works diligently to get me the best return available. don?t go anywhere else this guy is it

I have been with him for the last three years. I have a company that he helps me with. To me it seems very complicated but he explains and makes it seem very simple for me to understand. So far very happy with the service and would recommend him to all my friends and family. Thanks

Sam made the process very comfortable and quick. He's a great communicator, efficient, knowledgable, and I'm happy to have him!

I Have been with this accountant for the past 8 years and I highly recommend him. He is very knowledgable about the tax laws and gets me the maximum return I can get.

Sam is a top-notch CPA. Efficient, responsive, well-informed, and dedicated. Highly recommended!

Very knowledgeable, efficient, & professional! Fantastic work - I highly recommend using Mr. Paltiel's Services!

Looking for easy jobs.

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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