The Koenig Group LLC

The Koenig Group LLC

Reviews Summary

The Koenig Group receives overwhelmingly positive feedback for their professional, knowledgeable, and responsive service across tax preparation, financial planning, and business accounting. Many clients highlight long-term satisfaction (10+ years), praising their expertise, personalized attention, and ability to handle complex financial matters. Staff are described as friendly, efficient, and proactive in offering savings strategies. A few negative reviews cite unresponsiveness, errors, or billing disputes, but these are exceptions amid widespread acclaim for reliability and trustworthiness. Clients particularly value their consistency, technological tools, and holistic approach to both personal and business finances.

About This Listing

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.*

Contact Information

Address

1093 Raritan Rd 2nd floor

Clark, New Jersey 07066

Hours

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

Customer Reviews

My experience with the Koenig Group has been incredibly frustrating and disappointing. They prepared taxes for myself and multiple family members, and over the past two years, we?ve dealt with unresponsiveness, errors, and a total lack of accountability. We were blindsided with an estimated payment notice the evening Good Friday with no options or explanation, and two years later received an IRS notice for unpaid taxes. A new accountant reviewed our 2022 returns and found multiple errors. When I tried to ad

Koenig Group screwed up my 2023 Taxes and resulted in an overpayment of $2,200.00 Which I now have to back and recuperate that loss. What is worst than that, is the lack of communication as I emailed their office three times in recent weeks and I did not hear back from them until after my fourth email which I informed them that their services were no longer needed. To pour more salt in the wound, they are billing me $200 for signing an engagement letter. Koenig Group cannot be trusted because without open

I had an unfortunate experience with Koenig Group, LLC regarding the handling of my 2022 tax returns. Initially, I agreed to a total payment of $1,400 for the preparation of both my business and personal tax returns. However, months after my business with them had concluded, I was unexpectedly invoiced an additional $675 for my personal tax return. Despite my repeated requests, Koenig Group has been unable to provide any documentation showing that I was notified of or agreed to this charge. They also ackno

I rarely ever post a review but I feel as if this one is very personal and so deserving. I worked with the Koenig group and dealt personally with the owner, James. They were beyond supportive, attentive and so personable. They explained all of their services and in great detail. They took the time to be patient and informative at all times. They were always available when I had a question or concern in regards to my small business. If you own your business I HIGHLY recommend using them. They were prof

I rarely write reviews, but avoid this firm at all costs. They send bills for work they did not complete and then threaten to send you to collections if you don't pay.

I?ve been with Koenig Russo since 2006 And I would not consider using another Firm to handle my business ,personal tax returns or Financial planning I have referred several friends, Family, and acquaintances to Koenig and they have all had positive experiences. They are the real deal: professional, personal, current and diligent. Not only are they a great resource for bookkeeping but also for investment ,retirement planning, transitioning - With their guidance my core business has grown I have started

I have been a client of The Koenig Group for about 20 years. Even after I moved from NJ to NY, I have remained a client. I first began working with Robert Russo when I started my own business. He not only provided me with excellent tax advice over the years, but his advice and assistance on setting up a SEP retirement savings plan was extremely beneficial to me... as I now am enjoying a comfortable retirement.

We had the pleasure of working with Robert Russo and the Koenig group since 1993 handling not only our business accounting needs but our personal needs as well. They have been and continue to be meticulous, thoughtful, honest and responsive in providing us outstanding work and service. We never had a worry or received questionable help or advice. I highly reccomend them to anyone with a need for an exceptional accounting firm to entrust your needs.

The Koenig group have been my Accountants for many years. I know most of the fine staff that work here, they are all very experienced, professional, and nice. I had a problem with the State of New Jersey, which was really the State's problem, and they took care of it speedily! It feels good knowing the Koenig group has my back in my Financial matters. Great service, Great staff, and they our genuinly happy to see you! Thanks Guys

I?ve been a client of the Koenig Group for well over 13 years and have no reservations in strongly recommending this firm. They handled my year-end tax filings expeditiously and always provided excellent financial advice. My best to all at the firm, and especially Bob Russo. TA

The Koenig Group has been absolutely incredible in assisting with various matters, including providing professional accounting services in connection with a highly complex estate administration. They are extremely helpful, responsive, and knowledgeable in all areas of finance and accounting. I highly recommend the Koenig Group for all of your financial planning and accounting needs, whether you need assistance and guidance as an individual or as a professional or for one of your client's - they will exceed

Our office has worked with James Sosinski and his team for about 8 years for our accounting services and just recently switched our payroll services to them. I can't say enough good things about everyone in their office! Everyone is extremely knowledgeable, professional, and responsive to our needs. They take the time to know you and truly understand your business (however large or small) to provide the best service and keep your business profitable and running smoothly.

The Koenig Group has been nothing but wonderful to us, they have been doing my taxes (and my parent?s taxes) for over 15 years! We will always use them for our taxes and financial services. The staff is amazing and always willing to help you! Highly recommend their services!!

Jim Sosinski and his firm have done my taxes for over 5 years. I have used him for my personal and business returns. Jim is accurate and replies quickly to any questions or concerns that I may have. I recommended a good friend of mine to him and she is also very happy with his services. I am very happy not to have to worry about my taxes since I have Jim! Highly recommend him!

I have been having my taxes done here for 35 years. Bob Russo and I were both young then. Even when I moved to Pennsylvania 9 years ago, I continued to return to NJ to have Bob do my tax returns (a 2 hour ride). I married 3 years ago and now he does our joint return. I actually enjoy seeing everyone every year. Bob is honest, trustworthy, efficient, helpful and professional. When my father died in 2004, Carol (Westervelt) helped me tremendously with his estate. It was a huge relief to have her assist

Was with our accountant for 20 years so switching was no easy decision. My friend recommended Koenig. Sent them my prior year tax returns and they showed me where I could have been saving quite a bit of money over the years. Switched 10 years ago and have been really happy. They stay on me to make sure I don't miss any payments. That's service!

The Koenig Group is an exceptional firm that will meet all your financial and accounting needs. The staff is top rate, responsive and professional in every way. A client portal is designed to digitally store and upload all your files. An app is available for two step authentication to safe guard your documents. I feel secure and in good hands at The Koenig Group, truly top rate.

I run my own business and have worked with James Sosinski and his colleagues for over ten years. I could not recommend them more highly. They always return inquiries very quickly, their advice is always spot on. Turnaround time for forms and returns is very quick and their work is top notch!

I have known Bob Russo and Joe Pannullo for about 25 years. They have provided efficient, effective and economical service to many of my clients, to me and to my businesses. I expect to work with them for the rest of my life, which I hope will be quite a while. I trust them with my business, my records, my taxes and my personal information. I recommend them most highly.

Jim has been my business accountant for my dental office for 5 years now. He is more professional and more helpful than any accountant I have ever used for my business. If we run in to any issues he is there to help with any solution or report we may need. I highly recommend him.

Great Firm to do business with, very professional and trust worthy. Been doing my personal tax returns for years and never had an issue. Always on time and always willing to help anyway they can. The workers are very friendly and willing to go the extra mile to make you feel like your family. Highly recommended Firm and its location is very accessible from anywhere......Carlos

I am a Pediatric Dentist and James Sosinski has been my business and personal accountant for over 30 years. I have been extremely pleased with the service that I received from Jim over the years. He has always been professional and responsive. Jim is also very knowledgeable in matters pertaining to my profession. I have referred friends and family members to him and they have all been equally satisfied.

This firm has done my tax return for over 15 years. They use the best technology on the market to get the job done completely and accurately. They have recommended that I used RMR Wealth for investment advise which has allow me to spread my risks among different investment. There fiduciary responsibility has proved to be very professional and helpful. I highly recommend this firm for your accounting, tax, and investments needs.

Great service and responsiveness from knowledgeable team of professionals! They handle many aspects of accounting and reporting. For me it's two personal and two estate returns with tax consulting on all and planning for upcoming taxes. As of this review I've used them for seven years beginning in 2014.

10 stars if they would let me! I entrust the Koenig group to do all of our accounting and taxes. NO ONE out there better. I strongly recommend calling Gary Mannuzza at the Koenig group for all of your accounting and business needs!

We?ve used the services of The Koenig Group for approximately 30 years and have never been disappointed. Their accuracy and professionalism is unparalleled They always go the extra mile to make you feel assured you?re in the best place possible.

We were referred to Bob Russo by a friend, but, unfortunately, he passed us on to Joe Pannullo, his partner at the firm. Well, after 6 months with Joe, and by the way we never have received an e-mail or a call from him ever during this time, we asked for some basic information, a revenue report, a month ago from his team. Did not received it so far, so we complained in the hope to be heard. This time Joe wrote us an email, and arrogant, unprofessional, and unhelpful one. We will not receive the information,

I have been with Bob Russo for many years and the Koenig group has always done well for me and gives great advice for my personal accounts as well as my business accounts. Recommend highly!!

I have worked with the Koenig Group now for over 25 years. The office is consistently friendly, knowledgeable and always willing to take questions. I trust their advice 100%.

Started using this accounting firm in 2006, very happy with them. Also use them for financial planning and college savings plans. They have helped me with my personal and business taxes in many ways. We've come across some complicated situations over the years and they always came up with a solid solution.

Wouldn't have tax preparation done anywhere else. Have used this group for about 30 or more years and have been very satisfied. They are efficient and prompt and helpful with suggestions on how to save some money. You can't go wrong here. My wife and I recommend them highly.

The staff is friendly and extremely professional. Especially since the pandemic this business protects its clients in all ways possible. Thanks Jim for all the years of help with our income tax returns.

Jim Sosinski is our face at Koenig. He?s a seasoned professional with great insights and experience. A very professional group that is timely as well.

Bob Russo, has been handling my busines and my family's personal financial affairs for over 30 years, and I'm not going anywhere else. They are always quick to repond when something comes up, and the office staff has always been helpful and friendly.

My experience with the firm has been outstanding. They have been doing my taxes and my families taxes for over 20 years and are truly a pleasure to work with in every way.

Have been doing business with koenig for over 6 years, great company and people. Always there to help when you need them.

After 30 years with a NYC accountant I switched to The Koenig Group and have been very pleased with the service.

Very professional, reliable and knowledgeable in many facets of both complex business and personal tax preparation along with planning. I highly recommend

DO NOT USE!! Massively over charge.

Best tax place in town! Been using them forever! Can't complain! Real people with real tax advice.

Robert Russo has been my accountant and friend for over 30 years. That tells you something.

Always have answers , patients , always on time and I would recommend to any one for satisfactory job.

The Koenig Group is always quick to respond, very professional and courteous.

Solid professional advice and service

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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