Why am I recommending a CPA? If you have received your certified letter from the IRS, then read…read moreon. Lori Locey defended my business and personal interests in a recent small business audit by the IRS. Since I live in Chicago, it may seem like a strange decision to go out of state for assistance, but it turned out to be brilliant, because of how Ms. Locey handled the IRS agent. Because of my out of state representative, the local agent had to jump through procedural hoops to request information, and Ms. Locey made sure he toed the line with each inquiry. This made it difficult for him to dig deeper and further. She made sure the agent knew the burden he represented to my business, and made sure every request was presented in a complete way to him, to minimize interaction and work for me. In the end, he curtailed part of the audit (the expense side) because of Ms. Locey's persistence with him in asserting my compliance efforts and good intentions. My best advice: do not go it alone! My next best advice: get an experienced CPA like Ms. Locey to protect you!

Very knowledgeable in her field. Is very helpful optaining affordable insurance and her team makes…read moreit easy to keep track of payments. She picks up her phone or returns my calls if I have any questions and makes insurance feel like a weight off my back.

WARNING! DO NOT USE THIS COMPANY , YOU WILL BE RIPPED OFF LIKE I WAS. Amy Rouleau and Rouleau…read moreInsurance agency are CROOKS. I'm reporting this agency to the attorney general, the Better Business Bureau, and the New York State insurance department for fraud. After multiple attempts to cancel my insurance policies and issue my refund. They keep saying that they are going to, but never do. ITS BEEN A YEAR AND A HALF and they STILL have not sent me my money back. They refuse to help their customers when they are canceling their policy and leaving. I'm surprised this agency is allowed to do business in NY. More Lies! I have proof that these cancellations were sent to you and your office prior to the actual date of the cancellation, I HAVE THE EMAILS!! This is not harassment, I JUST WANT MY MONEY BACK, THIS HAS BEEN ALMOST 2 YEARS. When will your lies and scam end AMY?

I can't say enough good things about Optima Benefits & Payroll. As a small business owner, they…read morehave been a lifeline for our company, Optimum Influence Media. A couple of years ago, we had a few issues due to our old CPA filing our taxes under the wrong FEIN number. During that time, I worked closely with Sheril Damelio to resolve these issues. Not only did Sheril take the extra time to help me understand what was going on, but she also made it a priority to check in with me and ensure these issues never happen again. She was a godsend. As our company has grown, we have taken advantage of the HR resources that Optima offers, and we have been extremely satisfied. Sheril answered all of my questions and even guided me through signing into specific portals, utilizing tools, and exploring other opportunities to support our business. More recently, I have been working with Kathy Freeman, who is exceptional. She is always timely with her responses, and I feel confident knowing she is handling our payroll. If you are a business owner in the Rochester area, I highly recommend utilizing services from Optima. They are second to none in our community, and we are so lucky to have them! Thank you all.

Would not recommend to small businesses or NEW buisness. We set up service with only 1 employee and…read moreafter only a couple months we felt it wasnt working in our benifit to pay for such a service and called to cancel payroll service with them completley. I believe this was done in 2017. From then on our buisness had gone through a change of management and more importantly we were trying to find our way as new buisness owners during a pandemic with little resources to no help. While going through bank statements for tax purposes we came across Optima Benifits every few months for different charges. When looking more into it we were still being charged every quarter for the last 7YEARS for a service that we thought we canceled. The charges started at $21 when we signed up and continued to increase every year... $75 to 78.50 to 83 to 100 and a few random higher ones. When going back to look at our contract a few things were done wrong on both ends but getting in touch with them was not the easiest processes when the found out why we were calling. On our end apparently we were supposed to send them written notification to terminate service after verbal communication which for wjatever reason we failed to do.... for the 7 years inbetween we DID NOT recieve any sort of emails, phone calls or written letters regarding any type of service they have provided us. We never not even once received any documents from them not even for annual taxes! So im not sure what we were even being charged for. We no longer had any paid employees to which we would need a payroll. This is a family owned buisness. All under 1 roof family buisness! So yes we should have caught this much sooner and we learned our lesson the hard way. On the other hand what type of moral ethics does a company have to charge anyone for a service they clearly not providing? In the end we learned a tough lesson and that is to not trust anyone with just there word... always read the fine print and reread btwn the lines and most importantly follow up and dnt just take them at there word.

not an accountant or book keeper dont waste your time unless taxes is all you care aboutread more

Richard Gray, CPA of Gray Locey CPA, PC has been my accountant for over ten years, both for my…read morepersonal and business returns. He and his company have the highest professional standards. They are reliable and quick. I have referred friends and family to Gray Locey CPA, PC many times.

My organization needed an accountant to review a complicated situation on very short notice in the…read moremiddle of tax season. Fortunately, we were able to locate Ken Hall, CPA with Conlon. Ken was able to take on our task and complete it under a bit of pressure and deliver his report. It also involved giving his report in front of a State agency in a meeting with our group and others. Ken did an excellent presentation. We were very pleased with all he was able to put together in a sort period of time at a busy season for a CPA. He showed considerable knowledge especially in the area our organization especially needed. We are very pleased with Ken and Conlon CPAs.

Has been working with Kevin for several years, and he leads a wonderful team. He knows his work…read morevery well, and helps us understand the tax filing process. His team is so efficient and responds to our questions within the day or the next. Strongly recommend!!

Trevor was fantastic to work with!! He was quick, efficient, and super supportive. Would highly…read morerecommend him to anyone looking for help with their taxes!

Trevor has been doing mine and my families taxes for years now. He's such a pleasure to work with…read moreand is a breath of fresh air compared to where I used to go (H&R Block). I highly recommend him for anyone filing their taxes for the first time, or those looking for a new tax accountant!

I've been TurboTax-ing for years now, but my accounts have been pretty straightforward, so filing…read moreisn't bad However 2020 was a doozy. Not only did the pandemic happen, but I also bought a house and got married. So with filing taxes jointly and also with the new mortgage, I wanted it done correctly. Jason DeLaurentiis came recommended by a friend. He was pleasant and extremely knowledgeable. He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions. Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it. The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future.

I have worked with all of the professionals at this firm for many years, including Jason and Ben,…read morethe current principals, and they are extremely knowledgeable, professional and I can highly recommend them for any type of small business tax and review/audit work.

Great service. Very responsive on all the tax, accounting and CFO needs for our small business.read more