This is my second year working with Li & Zheng on tax filing, and overall I have had a great experience with Karen.
During our initial consultation, Karen addressed all the questions and concerns I had. She provided a detailed questionnaire and checklist for me to fill out, and I handed all my tax documents to her to work on the filing. Throughout the whole process, she was very responsive and professional, which was reassuring. It took her about 1–2 weeks to complete, and the fee is also reasonably priced.
This was my first time filing jointly after moving from CA to NY, and Li & Zheng, CPA made the entire process incredibly smooth. From start to finish, they were easy to talk to, answered all my questions, and ensured everything was handled efficiently. Turnaround time was impressive, and the streamlined process made filing stress-free. If you want peace of mind during tax season, their services are absolutely worth it.
We had a more complex tax situation this year, and looked for an accountant for the first time to help us handle our taxes. Karen and Jen were very professional, responsive through both email and phone, and finished our taxes quickly and with attention to detail throughout the process. Highly recommend their team!
I've been working with Karen at Li & Zheng CPA since I moved to New York and went freelance - nearly four years now! I was brand new to self-employed tax payments, and Karen has always gone above and beyond for me. She's there when I need her, answers all my questions, and I have a sense of calm knowing that I'm in great hands working with her. Highly recommend this team, especially if you are a freelancer looking for tax preparation!
Referred to my business as doing me a "favor"-imagine insulting a new client this way that can bring you many more clients! Favors are free. This is business and its transactional-so its not a favor. I was told verbatim "I will let you know when your taxes are accepted". Crickets for a week. I check for an update and get a casual already filed. I lost a whole week for nothing when I could have used that time to set up payments with IRS. Acted like I was too poor to be paid attention to, rushed through phone calls, Nary an apology just "busy we are working overtime"--thats some bad customer service. And to insult a new client that way? My $300 and referrals going somewhere else next year. Wow.
I've used their income tax prep services for about 3 years now. I like that the entire process can easily be done via email, and via their secure website portal. When it's time for me to send them my information, copies of forms, etc., they first email me a document that contains about 20 or so items/questions that I need to respond to....things like my full name/address/SS....then info on charitable contributions...stock trades/dividends, etc. The usual. It's very easy to follow along and just answer the questions, save the document and then email it back to them.
Uploading copies of 1099 forms, W-2's etc to their website platform is also very easy.
In mid-Feb (when it's not quite as busy as say later in March, or early May), they turned around my income tax return in under 2 weeks...and I think closer to 1 week.
I definitely recommend them!
I've used their income tax prep services for about 3 years now. I like that the entire process can easily be done via email, and via their secure website portal. When it's time for me to send them my information, copies of forms, etc., they first email me a document that contains about 20 or so items/questions that I need to respond to....things like my full name/address/SS....then info on charitable contributions...stock trades/dividends, etc. The usual. It's very easy to follow along and just answer the questions, save the document and then email it back to them.
Uploading copies of 1099 forms, W-2's etc to their website platform is also very easy.
In mid-Feb (when it's not quite as busy as say later in March, or early May), they turned around my income tax return in under 2 weeks...and I think closer to 1 week.
I definitely recommend them!
I needed a new accountant this year and inquired with Li & Zheng CPA, and I was very happy with their services. Karen and Jen both helped with my tax filings and were very professional. They were very responsive both on email and whenever I needed to speak with them over the phone. They were informative and thorough, answering all of my questions and concerns. Li & Zheng will be my primary accountant moving forward, I highly recommend them!
I needed a new accountant this year and inquired with Li & Zheng CPA, and I was very happy with their services. Karen and Jen both helped with my tax filings and were very professional. They were very responsive both on email and whenever I needed to speak with them over the phone. They were informative and thorough, answering all of my questions and concerns. Li & Zheng will be my primary accountant moving forward, I highly recommend them!
They were very thorough in their questions for my very complicated filing this year (real estate transactions). They completed my filing in less than 2 weeks! Will definitely use them again.
After reading their 5-star reviews, I reached out to this business for help with my 2021 taxes that needed to amend after making a mistake. I received probably the coldest/rudest you could get after simply asking for help! Obviously, I don't look like their typical clientele...
Reply from Li & Zheng CPA PLLC
2023.08.07
Thank you for your comments but I am kind of confused. We have no records of any communications with you. We will investigate internally to prevent any further miscommunications.
Karen is an excellent CPA. I needed a new accountant this year, quite suddenly, and she was extremely responsive over both email and phone. She filed my taxes quickly and answered all of my questions thoughtfully. She is great! If you need an accountant for taxes and more, I highly recommend Karen. So happy to have found her!
It's 3:30 AM on a weekday, and what am I doing? I'm gathering tax documents because chasing down one thing or the other made me procrastinate, just like last year.
Fortunately, I'm not in a panic because Karen Zheng did my taxes last year, and she's a miracle worker, even with tight deadlines. She's super attentive to detail and efficient. Come on: do you really trust yourself with... yourself or yourself + "Turbo Tax"? And do you really want to support a company like Intuit, which lobbies the government to make filing taxes as cumbersome as possible?
L&Z's rates are really reasonable, and you can rest assured that they're doing more careful work than you! #MerlinFIIVEE
Karen has been amazing! Taxes make me incredibly nervous but this has been the least stressful tax season I've ever experienced. She has patiently answered all of my questions, is very attentive to detail, and finished my return so quickly! I will definitely be continuing to work with Li & Zheng!