Alberto Roman, CPA
An Unfavorable ImpressionThe first time I came over to Alberto Roman, CPA’s funky-looking office unannounced I was told to make an appointment first, which I completely understand.
If I’m going to entrust someone to do something as important as my taxes I want to know who I’m dealing with face-to-face and before committing to a business relationship.
When I came back he didn’t remember talking to me, in reality it was only 4 weeks later ?? He started off by asking me a few questions, including how much I made last year and where I worked, so forth and so on.
When I asked him questions I didn’t feel he was being upfront or particularly helpful to me as he could’ve been and once I left his office it was with an unfavorable impression.
Suffice to say I did not use his services.
The best CPA and a kind person
Bert has completed my tax filings for several years and is very thorough. Originally found via Yelp years ago – very grateful.
The rest is history.
I am the kind of person who really gets stressed out by the little details in filing my tax returns. So last year, I decoded to seek some help and asked my workmates where I could get some assistance. One of my colleagues told me about Bert Roman’s expertise and how he had been using him for five years. So I booked an appointment on a Friday and paid him a visit. The rest is history.
Bert is thorough and knows every rules end regulation in the book. What’s even better is that he advices you accordingly and not just on taxes but different aspects of life including financial advice and how to cope with many other challenges that you are facing.
His rates are the best and he’ll even throw in a snack from his restaurant downstairs. Staff are friendly and helpful. If you really want your burden lifted for the rest of your life and want to make some good savings, work with Bert.
I have no complaints with him either.
I have tried a few accounting firms and worked with a couple of accountants in my life. My experience with Alberto Roman, or Bert which I prefer to call him, is that he is a nice guy. He really knows the work-around of this and quickly makes a solution with efficiency that goes along with it.
I was not given a name to either of the two men that I spoke to.
I placed a phone call because I have questions regarding renting out a room in my condo. It was only a five minute phone call, so maybe this isn’t the most ‘knowledgeable’ review. But in five minutes, these common courtesies were ignored: