I needed to consult with a professional to fully understand my tax situation and I was fortunate to have been referred to Angela Leo, CPA. Angela and her staff are approachable, patient, and empathetic to your circumstances. I don’t know about you but taxes are intimidating to me. Angela set me at ease from the start and it was clear to me I was in good hands. What I appreciate most from my interactions with Angela is her integrity – she was not rushing to sign me up as a customer, i.e., charge a fee to prepare a tax return. Instead, she collected some information and advised it would be more cost effective for me to continue doing my own taxes – this said a lot. It turns out that after some life changes, I did need CPA help and I went back to Angela for consultation and guidance. Working with Angela and her staff was a pleasure. I couldn’t recommend them more. (JC, September 2024)

Thank you for your excellent work and support. As this is our first year working with you, we did not know what to expect. We had been with another accountant for many, many years and were accustomed to a personal experience and one where we could easily pick up the phone whenever necessary. Given the way things have trended over the past few years we did not expect to retain that personal touch as we moved on to a new firm. Instead I can say that you not only met that mark but actually surpassed it. I have reached out to Mike on several occasions, including on a Saturday morning and was very pleasantly surprised to get immediate responses every single time. For us it’s nice to know that there are still firms like yours that still care about personal interaction and meeting the needs of your clients in a timely and meaningful way. We look forward to working with you moving forward and will be sure to recommend your services to colleagues and friends. (GM, March 2024)

I wanted to thank you both for your help with getting onboarded as new clients recently all the way through approving final returns for submission. Our experience has been exceptional with both of you. From Jenn taking the time to patiently work with me on connection issues early on and providing prompt updates and invoicing to Angela always picking up the phone to answer questions and quickly responding via email and taking the time to discuss questions/concerns, we both want you to know that we have not received such great service from our prior accounting firm and are grateful to be working with you. Angela, your turnaround time on all of this work was impressive, detailed, and greatly appreciated. We also loved the my1040 software and the use of Sharefile to track updates in real time. We have complete confidence in you and Jenn and look forward to working with you going forward. (JN, March 2024)

This was my first year doing my taxes with Angela T. Leo CPA, Inc. I found the entire process to be easy, effective, and helpful. Angela uses an online system that is safe, secure, and intuitive! The process of uploading documents and notes was seamless. I was also able to sign the final documents electronically. The staff members were very responsive and answered my questions quickly. I found the entire experience to be a positive one…and when it comes to filing one’s taxes that is special! (JD, March 2024)

Angela, Thank you so much. This year’s process was so easy, your team was amazing helping with all my silly questions! (MN, March 2024)

I want to thank you for your professional services these past few years. It is very comforting to know that everything was done professionally and accurately. I will highly recommend you to anyone that asks. (KM March 2024)

Thank you very much for the quick turnaround. This is my first year having Angela file our taxes and I am very impressed with the professionalism of everyone I have dealt with and the ease of completing the information. (LB, February 2024)

Great service, Angela is always prompt in her replies, very knowledgeable and able to answer all my questions. I trust her to handle my taxes and have peace of mind knowing she is filing them. (April 2023)

Angela goes above and beyond to fit our filing purposes which are surprisingly complicated – relatively speaking – between a self-employed business for one spouse, and stock options/rsu’s for the other spouse. (April 2023)

Angela and her team work very hard to find the best tax filing solutions to fit your family’s personal needs, to maximize your legitimate tax benefits and ensure you don’t end up paying taxes you are not required to pay. (April 2023)

Angela and company have been extremely helpful in getting my taxes done especially now as I am living overseas
(April 2023)