Kathleen Roma & Associates

The best experience I have had with an accountant!
Apr 9th, 2024

I have been going to Kathleen for many years now and have always had a pretty good experience but I have to say I am very disappointed with our treatment this year. Understandably, as we did not get them in until the last minute, it has still taken over a month to get them done, without however, one courtesy phone call to let us know how it was going. In fact I called a week and an half ago and was told that it should not be much longer and that they would let me know. No word. Today (one month and two days), in the morning, I called for an update and was told I would receive a call back from our tax preparer to let me know how they were progressing . No word. I called again at 4:45 and was told they were done and would be ready Friday or Monday, in 2-5 days from now. Considering that one has to do a lot of the work oneself and that it is several hundred dollars to get them done, I do feel there should be better customer service, especially for loyal customers. Thank you
May 19th, 2023

Kathleen, has guided me with all my tax issues and for my business and my personal. She is competent and is available for all my questions and when it comes to taxes there is a lot. I highly recommend!
Oct 2nd, 2022

The best accountants Ive ever worked with. They respond within minutes. They are always up to date on any new laws/tax codes. They are always so helpful whenever I have any questions about quickbooks or State and Fed taxes. I cant recommend them enough! Taxes and finances are so important and you want to have someone that knows what they are doing and that has your back. Thank you Kathleen for everything youve done for me! Courtney Russ
Sep 19th, 2022

Kathleen and staff, are absolutely fantastic. They are thorough, ethical and the customer service is next to none. I have had Kathleen and team take care of my taxes for the past 5 years and will continue to do so forever. Thanks for the hard work!
Jul 21st, 2022