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Spartan CPAs

Spartan CPAs

Reviews Summary

The reviews consistently highlight exceptional professionalism, deep expertise in taxes and accounting, and clear, patient explanations. Many praise the efficient, friendly service and ability to handle both personal and business needs. Bilingual support is appreciated, along with thorough guidance and strategic planning. Customers frequently mention feeling confident in the advice given and appreciate the attention to detail. The overall sentiment is highly positive, with strong recommendations for the quality, reliability, and value of the service.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
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

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

84 Clinton Ave Suite 4

Newark, New Jersey 07114

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 10AM-4PM

Customer Reviews

Joe is amazing and very well versed. We spent 2 hours learning how to grow my business. He is a friendly face and extremely easy to talk to. He is kind and spent a lot of time answering all the questions that I had. I would most definitely recommend him to anyone whether you own a business or not.

I've had the pleasure of working closely with Joe. His professionalism and depth of knowledge are truly impressive. His expertise not only enhances the quality of our work but also instills confidence in every decision we make together. What sets Joe apart is his commitment to providing thoughtful, thorough guidance, always ensuring we?re on the right track. He approaches every challenge with a well-educated perspective and a calm demeanor, making even the most complex financial matters manageable. I high

The professionalism and the attention to details were superb, taking the time to explain the line items. As a business owner, Joe provide insight on many of the state requirements. He certain prepared us for the next tax year.

Phenomenal service! Everything was promptly explained, ensuring I understood all the necessary details regarding my taxes. Highly recommend!! Thanks Joe.

Joe has ALWAYS been very accurate and handles our taxes in a professional and timely manner! I highly recommend him ????

He is so professional He gave me some very good tips I appreciate him taking the time to explain what I need to do . He knows what he?s doing he is Excellent

I had a fantastic experience working with Joseph for our personal and business taxes. He was incredibly kind and efficient, ensuring everything was handled quickly. He provided us with a solid plan for the upcoming year and was able to answer all our questions, especially since we were behind on a few years of taxes. Highly recommend!

Joe Ugarte was a really kind and helpful person when it came to filing my tax return and my concerns.

Joe was very knowledgeable and helpful with my accounting strategy. He gave me some very useful tips that's going to save my business a good chunk of money. I appreciate him taking the time to explain what I need to do step-by-step. Excellent customer service.

Great experience! Super knowledgeable and friendly. Joseph even caught errors from previous years of the filing I?ve done on my own. I am glad I found someone I can trust.

Joseph s easy to get along with. Additionally, he has a large working knowledge of accounting in general and even better proficiency in personal and small business taxation.

Joe was very helpful in preparing my returns for my business and was available and knowledgable regarding all my questions. Will be using his services for a long time.

Amazing work. Helped me through evwry step of my accounting process. Quick reply to my email, very clear at explaining concepts, and put up with my odd questions and requests. HIGHLY recommend!

Great and knowledgeable tax prep service. Helped me understand my 1099 return, and how to get the most savings. Bilingual too!

I had a great experience through here as they were all knowledgeable and extremely timely. I would highly recommend!

I recommend this place. They?re very professional and they explain well. What they?re gonna do and they also share everything with receipts and they charge the right price.

Joe was great. He was able to do my taxes completely virtual & fast!

Very understanding! Explained well. Nice!

Joe was great at explaining my taxes, why I owed, and we strategized for next year.

(Translated by Google) Totally recommended, he helped me with all our concerns, he was very professional and friendly..And the best thing he has is Bilingual ?? (Original) Totalmente recomendado, me ayud? con todas nuestras inquietudes, fue muy profesional y amigable..And the best thing he is Bilingual ??

(Translated by Google) I recommend him 100 percent, an excellent person and an incredible professional. Kind, respectful with all the characteristics that a professional deserves. (Original) Lo recomiendo 100 por ciento, excelente persona y un profesional incre?ble. Amable, respetuoso con todas las caracter?sticas que un profesional amerita.

(Translated by Google) My recommendation is 100% From the first moment I arrived I felt the professionalism and I was actually able to receive answers to the questions I had as well. (Original) Mi recomendaci?n es al 100% Desde el primer momento en que llegu? sent? el profesionalismo y efectivamente pude recibir respuestas a las dudas que tuve tambi?n.

(Translated by Google) He's a kind and patient person when it comes to providing his services. Thank you for your help. 100% recommended. (Original) Es una persona amable y paciente a la hora de realizar sus servicios. Gracias por su ayuda. Recomendado al 100%

(Translated by Google) They provide excellent service, the professionalism at work gave me the confidence to continue with this team. Thank you! (Original) Brindan un servicio excelente, el profesionalismo en el trabajo me brind? la confianza de continuar con este equipo. Gracias!

(Translated by Google) Excellent service, highly recommended. They helped me with the ITIN numbers for my family, and it was very fast. (Original) Excelente servicio muy recomendado, me ayudo con los Itin Number para mi familia fue muy rapido.

(Translated by Google) Very good, I recommend it. (Original) Muy bueno se los recomiendo

(Translated by Google) Excellent service, quick help with my family's Itin Numbers and Taxes, etc. (Original) Excelente servicio, rapida ayuda con los Itin Numbers de mi familia y Taxes etc.

(Translated by Google) Very good service (Original) Muy buena atencion

(Translated by Google) Very good experience Recommended (Original) Muy buena experiencia Recomendado

(Translated by Google) Excellent service (Original) Excelent service

(Translated by Google) Excellent service ?? (Original) Excelente atenci?n ??

(Translated by Google) Economical and reliable service. (Original) Servicio economico y confiado.

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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