Lear & Pannepacker, LLP - Princeton, New Jersey

Jodi G.

We have been working with L & P for over two years and recommend them for anyone needing assistance with complex, personal taxes. They have expertly handled our taxes, including pass-through income from our business, with incredible attention to detail and professionalism.

Their team, and specifically our CPA Michael Aaron, is highly knowledgeable and has guided us through the intricacies of tax laws, ensuring that everything is accurate and compliant. What truly stands out is his responsiveness and timeliness—whenever we had questions or needed support, he has been quick to respond with clear and helpful advice.

If you are looking for CPAs who combine expertise, professionalism, and outstanding customer service, this firm is the way to go. We are grateful to have them managing our tax needs!

Edmund P.

I have used the services of L & P LLP for at least 5 years now and I have always been quite happy. They are attentive to detail, and would take time to explain things that concern me. I am particularly pleased with Sal Bivona whom I can readily hear from when I have a question. I know I have peace of mind when it comes to my concerns when I consult with them.

David P.

Lear and Pannepacker made two errors on my 2022 and 2023 tax returns. In 2022 they missed the fact that I had a $ 225,000 rollover in my IRA after the sale of my house. They were the ones who informed me of the potential income savings. We submitted and signed the taxes so we cannot complain, but.... They never called to ask why our tax bill jumped so drastically. Despite what their marketing material says, there is no personal knowledge of me or my finances. An amended return by another firm yielded a tax return of $57,510 instead of a tax bill of $ 67,000. I lost a lot of money over the span of over two years in potential investments.
They then missed an $ 80,000 roll over in 2023. Same as the year before. Their service has slipped and is NOT personalized. It has become a rubber stamp wrought with errors.

As an example, they did my amended return for 2023. I received notices from the IRS and Lear and Pannepacker via email that I had quarterlies due. I'm getting a small refund. I called and asked to stop the emails. The second set of emails came at 4:07 AM and again at 5:37 AM on 9/1/24. My phone is by my bed in case of emergencies. I thought something was wrong!

I’m still waiting for my return. I took out a second mortgage to pay off my tax bill. I’m still paying off my mortgage at a rate of 6%.
Lear and Pannepacker told me that the IRS would pay me interest on my return. They were unsure of the rate I would receive. I think that they should know. I have a debit interest rate with the mortgage. The rate the IRS is paying is a credit. They told me that I would have to live with the credit that the IRS would pay minus the mortgage interest. Did they fail accounting 101?

Rhonda U.

I’ve been a client of Lear & Pannepacker for more than 30 years. They are very professional and have always prepared my tax returns in an efficient and timely manner. As well, the staff are polite, make you feel welcome and that your satisfaction is a priority to them. I appreciate their expert guidance and prompt attention to all my tax service needs. Their new online services are very convenient and accommodating. I am a satisfied customer with confidence in their professional services and highly recommend Lear and Pannepacker as quality tax consultants.

Craig J.

For many years, Scot Pannepacker and the L&P team have been my trusted partners in handling personal tax matters. They have given me reliable and relevant advice and guidance across different businesses, locations and tax structures. I appreciate Scot's expertise and perspective on tax returns and tax/business issues. The whole team is very competent and easy to work with.

Barry W.

Eric Lear started as my accountant, but has grown to become a dear friend and trusted advisor. This firm is top notch. The team is hardworking and easy to work with! Can't say enough about them and easy to give my strongest recommendation!

Jonathan

It is a pleasure to work with Lear & Pannepacker, LLP. This group of accounts are highly skilled a dedicated to making sure that all of your tax and financial business is in order. I would recommend them to anybody who is looking to have the highest level of expertise when dealing with more complex business and personal returns.

Bethany B.

We have been working with Lear & Pannepacker, specifically Scot and Nathan for our accounting and tax needs for over two years`. Best decision ever. They are very professional, responsive, and know their stuff. Thank you Scot & Nate!