Accounting
Less than $10,000
Jan. 1992 - May 2021

5.0

Quality: 4.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They have kept us from getting lost in the dizzying arrays of tax code changes and permutations."

May 19, 2021

Founder & CEO, Advertising & Marketing Company

Anonymous

Advertising & marketing
Ann Arbor, Michigan
1-10 Employees
Online Review
Verified

Friedman & Associates, P.c. has provided tax management services and inventory consultations. This platform is expected to reduce tax issues and match with the tax code.

The client is delighted with Friedman & Associates, P.c. for managing their tax thoroughly. The team has gone the extra mile to surpass the client's tax opportunities. A dynamic team, they have maximized their potentials and skills to ensure the project's success. They are organized and hard-working

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I work at an Advertising & Marketing company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Friedman & Associates, P.c., and what were your goals?

Tax related and inventory consultation. Reduce tax burdens and keep up with the ever-changing tax code

SOLUTION

Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used.

Have been with them since the 1990's. Have helped me understand how to optimize my tax situation both wrt to how I dealt with inventory, amortization and acquisitions, but also just the general art of keeping up with the latest changes in how the IRA evaluates deductions.

How many resources from the Friedman & Associates, P.c. team worked with you, and what were their positions?

I knew of people who had worked with Irv, one of their lead CPA's who was highly recommended to me.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the engagement or general feedback about the services?

Number one, they kept us from getting lost in the dizzying arrays of tax code changes and permutations. Secondly, and perhaps more importantly, they helped us to advance plan inventory purchases etc in order to maximize any potential reductions in our firm's overall tax burden.

Describe their project management style, including communication tools and timeliness.

I felt it was fine, seasonal-dependent. They were much more difficult to get a hold of in the early spring, for ALL the obvious reasons. But, generally speaking, given the time burden all these outfits are under pre-April, the back and forth we had with them was reasonable.

Largely worked with Irv Kriszenfeld and his executive secretary who have rotated throughout the years. There has been an occasional consult with some of Irv's associates peers but nothing substantive.

Are there any areas for improvement or something they could have done differently?

Other than hire even MORE staff from Mar 15 - Apr 15, not really. They do bring on extra people during that time frame, but they're not especially useful given the only kind of questions we have in that 11th hour are of such complexity, that only people who have worked on our account all year are able to sufficiently grapple with them

RATINGS

5.0

Friedman & Associates, P.c.

Tax Preparation | CPA

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