Ivana Liberatore CPA CFP® & Associates

Fabulously well!

Ivana was prompt and professional and provided the clarification I needed to complete my tax return without issues.

Ivana is a consummate professional. We met months before our taxes were due to ease our worries. It was a particularly complicated year given the sale of a rental property, job changes, home purchase, uncertainty over filing status (married vs. married filing separate). She exceeded our expectations. She is extremely easy to contact and returned our calls and emails within hours. Thanks to Angie's List, we found ourselves not just our accountant, but financial advisor of the future.

Ivana recently called me (yes, she thinks about you even when you aren't thinking about your portfolio) to discuss current market conditions and recommend options. We also discussed an unexpected income that I currently have and with the tax implications that presents. We scheduled a meeting for next month to address this and review accounts before the end of the year.

We scheduled an appointment to meet next month.

Ivana is amazing. She has done a fantastic job managing our money as well as filing our tax returns.  She always keeps us informed and consults with us before any major changes.  She makes sure that we meet regularly so that there are never any surprises.  We would HIGHLY RECOMMEND her to anyone.  We are not just another account to her; she actually cares.

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Ivana definitely is concerned with what is best your her clients.
She does extensive research before making any recommendations for the benefit of her clients. The other staff members are
also very knowledgeable and professional when interacting with their customers.
I highly recommend her firm for your accounting and wealth management services.

Ivana has provided me with the most comprehensive and helpful financial services of any professional that I have used in the past. I had, in the past, used a separate investment adviser from one of the big national firms to handle my investments, and then a different accountant for the annual preparation of my taxes. By combining these services with Ivana, I finally have one person who has and quot;my big pictureand quot;, and knows everything about my financial situation including issues with investment property, income, inheritance, and retirement.

Because she is a CPA, she has a clear picture of what the best moves are in navigating what, to me, was a complicated financial puzzle. She has laid out objective options for me regarding my investments, and has shown great patience in guiding me toward sound decisions. Her staff is friendly and personable, and her office quickly returns my phone calls. Her office is very accessible, parking is not a problem, and she is just minutes from my home. I just simply could not be happier with the services provided by Ivana and her assistants.

We were extremely pleased with the service we received from Ivana. She went above and beyond by identifying an error in our relocation tax rate which allowed us a substantial return. The fees are very reasonable and a very quick turn around. The office staff was very pleasant and professional. We would highly recommend using this office.

My 89-year-old mother asked me to take over her finances this year, and I took her records to Ivana for tax preparation. Not only did she find a healthy refund for my mother, she alerted me to some high management fees my mother’s financial advisers were charging on accounts which they were not actually managing.

After getting quite an education about financial planning, financial planner certification (Ivana has it!), and different types of fee arrangements, my mother’s accounts are now within the exact same allocations, but with less than half of the associated fees. Ivana is not only a competent CPA, she is a trustworthy person of high integrity.