SUCCESS VISION CARE TRUST
Who We Are
Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm serving clients in Bergen County, New Jersey and beyond. With over 50 years of experience, we combine traditional accounting expertise with personalized wealth management strategies to empower clients to achieve financial success.
Our Vision
Our mission is to provide clients with innovative and personalized financial guidance, rooted in integrity, experience, and unique professional synergies. We view ourselves as partners, working collaboratively with clients to establish and achieve their unique financial goals.
Accounting & Tax Services
- Comprehensive accounting and tax planning and compliance services for individuals, businesses, and estates.
- Advisory services for tax strategies, financial reporting, and mergers & acquisitions.
Wealth Management Services
- Holistic wealth planning tailored to each client's needs.
- Portfolio management and investment advisory services.
- Comprehensive estate and trust planning, including wealth transfer strategies.
Our Expertise
Our team comprises experienced professionals certified in both accounting and wealth management. We leverage our diverse expertise to provide clients with comprehensive financial solutions that address their unique circumstances and aspirations.
What Sets Us Apart
- Unique Synergy: Unlike traditional financial advisory firms, our team combines expertise in both business/trust/estate accounting with portfolio management and personal financial planning, creating a holistic approach to client success.
- Ethical & Fiduciary Approach: As fee-only advisors, we prioritize client interests by offering transparent and unbiased guidance.
- Client-Focused: We prioritize understanding your individual needs and goals to tailor our recommendations and strategies.
Celebrating 50 Years of Excellence
Traphagen celebrates its 50th anniversary, reflecting on a remarkable journey of providing exceptional financial guidance to our clients. We are committed to continuing our legacy of integrity, innovation, and personalized service for generations to come.
Overall Experience
The reviews highlight mixed experiences with Traphagen CPAs & Consultants. While some reviewers praise the firm's professionalism, knowledge, and ethical practices, others express frustration with the high cost, poor communication, and errors in their tax returns.
Cost and Billing
One reviewer had a negative experience with the firm's billing practices, citing a lack of transparency and inflated costs. They question the hourly rate charged for a simple tax return and feel that the firm takes advantage of its clients.
Communication and Service
Several reviewers experienced poor communication and service from the firm. They were left in the dark for weeks, with no updates on their tax returns, and had to chase the firm for answers. One reviewer felt that they were not a priority and were treated poorly by the firm.
Accuracy and Errors
Some reviewers reported errors in their tax returns, including missing or incorrect information, which led to issues with the IRS and delayed refunds. One reviewer was double-taxed due to an error and is still waiting for a refund.
Security Concerns
Two reviewers expressed concerns about the security of their private data, citing instances of stolen information and attempted identity theft. They warn others to avoid the firm due to these security risks.
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