Lee, Mongelli & Associates

"Stay away. I can elaborate and have real support to do so. Talks about following instructions and literally cant read IRS instructions on amended tax returns. Also can't follow employment law. Never paid, but threatens and I have evidence. Oh also remember according to them "employed" is an occupation, per employee and then person going by Gary. I got facts and cites; well.... let's go. Mr. 15 million dollar man with "son" in Wyoming and what was it a little lawyer girl going to school me. Enjoy ur threats wanna be Napoleon with such a trash building, yeah I made u pick post it notes .... u are far from rich or dealing with real clientele...."

"I was fortunate to contract my tax needs with Lee, Mongelli & Assoc. this past year. Top drawer time sensitive professional level service, accuracy, knowledge and result$ for my business and personal tax responsibilities."

"I’m a small business who tried to work with this company and unfortunately after two months of holding their hand and asking them to submit a report for my business they finally submitted it late. I had to send them over 10 emails most of them with no response at all. I had to call their office on multiple occasions to get any progress on submitting my simple sales tax report just to be submitted late. They then had the gall to ask for $85 in payment for just submitting a report (this report is so simple. My last CPA did it for no cost at all for reference]and doing no other accounting when we had agreed that this would cost nothing because it was such a simple of a report to submit and that there is no Accounting involved. Their own flyer that they send out says that their accounting servers are $50 an hour where did the 85$ come from?Beware of this company trying to take advantage of you and cheat you they overcharge charge you for work that is late."

"LMA has been my trusted CPA and tax advisor for over 10 years. They handle the accounting for our six companies including two sets of payroll plus our personal taxes. We are complicated but year after year they flawlessly compile and file my returns and get all our payroll and quarterly filings done perfectly and on time. Their automation and systems hugely simplify my life. I'm always amazed at how organized they are. I meet with Gary Mongelli (the owner) annually after tax season to go over our returns and strategize for year-end and beyond. Gary is a highly intelligent CPA and I know he works tirelessly to make sure LMA clients are getting the best and most up-to-date advice. Honestly, my tax life would not be the same without him. I also regularly interact with 3 other staff members at the office - they are always professional, helpful and friendly. Kudos to Gary and his team. I highly recommend."

"I started having my taxes prepared by Lee, Mongelli since Gary took over the business. He has always been available for questions, even mid-season. I trust their expertise and appreciate their knowledge and efficiency. In fact I recommended his service and I know of two friends who switched to his firm. Some years my taxes have been complicated and I felt he was thorough and timely. It’s a relief to know that they have the answers when I need them!"