Liebert Associates

This is our first year filing with Liebert Associates and we could not have had a better experience! We have previously filed our own taxes (as they were relatively simple returns) and didn’t decide to use a tax accountant until April 1 this year. I was so impressed at their willingness to take us on at such a late stage in the tax game. To be honest, I started our search here on Unilocal and, after reading such fantastic reviews, decided to reach out to them and see for myself if they could possibly be as good as everyone said they were.
Brian was very responsive to our initial inquiry and set us up with Stephen to get started. The entire process couldn’t have been easier. We uploaded all of our documents to a secure site, and after a thorough review, they contacted me with just a few quick questions and prepared our return for review. Then we paid our invoice online using square, we e-​signed, they e-​filed for us, and we printed our payment voucher and mailed in our payment to the IRS. Super easy and super fast. Liebert is very upfront and transparent with their pricing on their site, and what they quoted us initially is what we paid. No hidden fees or extras. Stephen answered my questions quickly and was incredibly kind and responsive. There aren’t enough good things to say about Liebert Associates. If you’re in need of a reputable, trustworthy, responsive accounting firm, look no further. Liebert is where it’s at.

I am very grateful for Brian and his team. In 2015 I relocated from another state and sold my condominium. This might not be a complicated return for everyone… But, for me it was a nightmare that caused a lot of anxiety. Luckily I found Liebert Associates. It was very easy… I simply uploaded my documents and a few days later Laura sent me my return. I recommend Liebert Associates with enthusiasm. I am very very satisfied.

This is my second year filing with Brian and I meant to leave a review last year. I cannot recommend him highly enough. Filing my taxes is so overwhelming and it is one of the times where I feel really aware of my ignorance, but Brian makes the entire process so easy and is willing to answer every one of my questions.
Many thanks to him and his team!

This is the best experience I can imagine having with a tax preparer. Laura Cozza reviewed my tax return. We talked by email, and her explanations and suggestions were incredibly clear and detailed. Their rate is reasonable ($ 150/​hour for reviews and general consultation, ½ hour in my case) and the bill was easy to pay (they use Square). I’d absolutely recommend Laura and the firm.

Excellent experience! Worked with Sally Trauco. Could not have been an easier or a better experience. Filled out a questionnaire, was sent a link to a secure shared Google Drive folder. and uploaded my docs at my convenience (paper form? Just take a photo and upload). Even before all my docs were uploaded, Sally had completed most of the paperwork and asked me some clarifying questions. Once I uploaded all the tax docs, the return and efile were completed in just a few hours.
What I really liked is that I didn’t have to set up an appointment or anything. Just upload my stuff and wait for any questions. Completely on my schedule. And if I needed to get on the phone, that was always an option.
Thanks Sally!

Excellent service — Sally was extremely helpful throughout the process. Quickly processed my taxes. Thanks again!

Long overdue review. I used Liebert Associates for this year’s tax return. It was a very quick and easy process, despite my crazy tax situation including having to file in multiple states and how late in the tax season I engaged them. I worked specifically with Matt Rudroff this year although did initially communicate with Brian; both were very professional and quick to respond. Thank you guys for a painless experience.

I have happily used Leibert Associates for two tax seasons now, both for personal and business filings. The submission is super easy and they are quick! Brian has always been EXTREMLEY helpful with all my tax related questions. I actually looked forward to tax season this year because I knew the process was going to be painless and done right!

My husband and I looked for a good NY accountant for a while because we have some crazy taxes: multiple W2’s, 1099’s and 2 businesses between the 2 of us. Brian was extremely easy to work with, always responds to emails quickly, and the process was painless.
Their electronic setup is even easier than others I have worked with. Other accountants I’ve worked with have a site where you are assigned a login and you upload and then return to download/​sign. With Liebert, you receive a link by email and it took you to where you needed to be to drag, drop, sign, etc while all being very secure.
I’ve also worked with accountants where sometimes I wonder if I know more about tax law than they do and that is not the case with Brian. He is incredibly knowledgeable… knows his stuff and I trust his advice fully.
We will definitely be working with him in the future.

I found Liebert Associates through Unilocal,and Brian made tax season a breeze. I’d highly recommending using this service as it couldn’t have been easier and more convenient.

I can’t imagine a more thorough or efficient accountant than Brian. I reached out to him as I was navigating my first tax year as an LLC. He was responsive, quick, and communicated all of the details clearly and accessibly. The process of working with him virtually was incredibly easy, and it made my tax season go smoothly. I’d definitely recommend his services to any small business owner!

Working with Brian and Chris at Liebert Associates, LLC has been a pleasure. I’ve never used an accountant before, always did my taxes with TurboTax. This year though they helped me get a refund, instead of paying several thousand that TurboTax calculated. The hardest part of the the ordeal is scanning all of the necessary files that they need for the return.

Excellent service, very streamlined and completely on-​point. Everything is handled electronically, and the return I got was stellar. Worth every cent.

This was my 4^th or 5^th year using Liebert Associates. Yet again, they did my taxes within 48 hours of submitting my documents electronically, and I got a huge return– well worth the minor cost difference of hiring a CPA versus relying on TurboTax. Sally did a great job this year. Can’t recommend the team highly enough.

In past years, I’ve used H&R Block for the convenience. After my experience with Liebert, I would say that it’s even more convenient. I’m impressed by their use of services like Google Docs, and they’re extremely responsive and thoughtful.

I found out about Liebert Associates, LLC this year when Sally Trauco joined the team. Being a foreign researcher, standard solutions did not work for me, and Sally is very knowledgeable about taxes in the US and abroad.
The process this year was even easier than before. All electronic, very fast, secure and efficient. I will definitely be doing my taxes with them again next year!

Last year I found Liebert Associates via Unilocal as I needed to find someone new to do my taxes. I am a consultant and for many years had to submit taxes to many states, etc. First time out they were superior in their service — transparency in services and pricing and quality of their outputs. Their have a great simple process to serve their clients.
I have also used them to help out with budgeting and investment activities and will continue to consult with me to support my financial needs. Great to find a Accounting firm with a breadth of quality services and right sized pricing. They are great and timely in their communications which is always comforting.
Brian is very engaged in the business activities and his team is great. This year Sally completed my taxes and it was a super easy process.
This year they are doing my father’s taxes as well.

I have gone through 3 other tax services in the past filing my crazy legal fiasco of a self proprietorship and I won’t ever go anywhere else again. I can’t possibly say enough good things about the whole process. I never even met him in person!
We did the whole thing over email and phone it was as painless as possible. That says a lot considering I work in CT, run a home Business in New York City and require a lot of finesse in regards to deductions.
His pricing is transparent and I never felt rushed or taken advantage of.
Seriously the best. You can’t go wrong with Brian.

High quality service provided in a very short amount of time, making filing a tax return much less painful that it can be using other accounting professionals.
I really recommend Brian and his team! I worked with Sally and she was fabulous solving all my doubts!
I will definitely work with them in the future :)

Yep yep yep!
I’m a fan. Seamless, didn’t leave my office, I loved it. He is very sweet too and understanding and explained things thoroughly, I am so glad I didn’t file taxes by myself especially with my sort of complicated situation. The only thing I would change is that I wish you could deduct the fees from your refund (or some of the fees), not a huge deal at all, but would add tot he convenience of doing electronic taxes from home. I have already referred someone and will continue to refer.