John J Vento CPA, PC & Comprehensive Wealth Management Ltd

He claims to be a ‘medical/​dental accountant’. I did my taxes with him two years and after the second realized he’s not right for me.
The first year he got me a significant return. However, I did have to mention a few exemptions such as the American education act that was enforced by Obama. He gave me a discounted fee for that year being that I was a resident.
The following year I was handed off to his non-​accountant associate who did a very poor job. He was not thorough, did not try to find potential deductions or exemptions. By the end of his session I owed the IRS almost $ 2,000! My financial situation had not changed significantly from the previous year to justify this. I called John to look over the tax return and again after reminding him of exemptions and deductions we finally got it down to a little over a few hundred dollars. His fee that year doubled while the tax return was not a tenth of what it was the previous year.
The pro to his services is that it’s all e-​filed and the client gets a PDF copy of the return.
He also runs a comprehensive wealth management service. The first year he urged me to invest $ 10,000 into an investment account, but being a resident I certainly did not have the amount. Maybe I wasn’t at the six figure salary yet that played a role in lack of overall attentiveness. Who knows. But needless to say I will not be going back.