If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses.
We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business.
Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business.
For any prospective clients that may be a good fit for our services, we are happy to offer a complimentary “gap analysis” prior to officially beginning an engagement. In this gap analysis, you can receive a tangible preview of what working with Scale CPA is like. We will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.
Overview
Hired 3 times
Serves Jersey City, NJ
Background checked
License verified
15 employees
6 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Customers rated this pro highly for responsiveness, work quality, and value.
Exceptional 5.0
32 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Philip V.
Feb 11, 2026
•
Hired on Thumbtack
We received a comprehensive review in a very short period of time Very professional and responsvie would highly recommend them
Accounting
Javier C.
Aug 25, 2025
•
From Google
Scale CPA is an amazing partner for our company. They handle everythingfrom federal and state tax filings to R&D creditswith precision and professionalism. The team is proactive, detail-oriented, and always makes complex tax matters simple to understand. I feel confident knowing our tax strategy is in expert hands, and I highly recommend them to any growing business.
Scale CPA's reply
Thanks Javi! It’s been great working with you!
Alex L.
Aug 19, 2025
•
From Google
Howard and the team have gone above and beyond for us. They have a solution for seemingly every situation and are the most dependable accountants we've ever worked with. The value they provide is off the charts.. would absolutely recommend them for any business that needs help with anything related to finance or accounting.
Scale CPA's reply
Thanks Alex! It’s been great working with you!
Kyle Y.
Jul 25, 2025
•
From Google
ScaleCPA is a critical part of our small business. We have been using them for many years now, and their service has exceeded our expectations. We recommend if you want to level up your bookkeeping and tax preparation for your own business.
Scale CPA's reply
Thank you, Kyle! We appreciate your support!
Catherine W.
Aug 5, 2025
•
From Google
I've engaged with Scale CPA for both personal tax returns and business bookkeeping + taxes for about three years. The team is professional, extremely knowledgable, and incredible to work with. There's never been a month that hasn't gone smoothly under their guidance and direction, and my business partner and I have come to count on them as trusted partners in critical financial decisions. If you're looking for a professional service that offers more than "just" tax preparation, you're in the best hands with the team. I cannot recommend them highly enough.
Scale CPA's reply
Thank you Catherine! It's been a pleasure working with you and seeing the business grow!
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
We price our engagements on a fixed fee based on an agreed upon scope. If the scope changes over time, we can always re-evaluate, but we have found that business owners prefer to know exactly what their services will cost and to budget appropriately for them.
We take a holistic approach to all of our engagements and believe it is pivotal for your accountant to really understand and help optimize your business from a financial perspective. Along these lines, we have structured all of our engagements to provide value beyond just the mandatory tax filings and bookkeeping, including providing KPI analysis and strategy sessions with a CPA who is an expert in your industry.
We are always happy to have a short call with any prospective clients to talk through their facts and provide a fee quote based on the scope of work at hand.
What is your typical process for working with a new customer?
First, we begin every engagement with a thorough review of your historical tax returns, bookkeeping, and financial processes to identify cash savings opportunities and areas of potential risk.
Then, we create and implement a formal tax plan, and integrate KPI reporting, trend analysis, industry benchmarking, and projections so you have clear picture of where your business is at today, where it's been, and how it can optimize its tax and accounting functions going forward.
Finally, once a plan is in place, we have a dedicated team of CPAs and financial experts at your disposal to support you and answer any questions as they arise.
What education and/or training do you have that relates to your work?
Certified Public Accountant and Masters of Taxation
