Robert Klein, CPA, unfortunately gets only one star from us…read more He was hired to resolve a problem from the NY Department of Labor which was related to tax returns. He was given power of attorney to not only handle and resolve the problem while my husband was away from the country for three months, but he was given authority to ensure no penalties were taken from the business account (which had happened in the past and they were taken for an invalid reason). Three months later, my husband returned and not only did Robert Klein insist it was absolutely impossible to solve this problem within three months, but $1500 was taken from the bank account from the IRS for not filing a form that required us to put a $0 in terms of amount owed. That form was not filed by Robert, and because of that, an additional $1500 was removed from the account.. We took the files, left the office, set up an appointment with the Dept of Labor, resolved the tax issues that Robert insisted couldn't be solved in three months, and we did it with just a few calls and one visit. Robert not only did not do the job he was supposed to do, he cost us $1500 in illegitimate fines. I would not recommend him for any kind of tax work at all.

Our company uses this accounting firm to do taxes, payroll and business filings for our company for…read morethe past 10 years. Robert, the head accountant, is very detail oriented, thorough and always takes extensive time to make sure the documents are fully complete and received by the IRS. He has taught me personally a lot about the shift from sole proprietor to LLC and was there for the numerous questions we all had. Thank you to his team for the help and follow up to ensure we were all set. Two thumbs up!

I called after hearing radio commercials, I had a medium tax problem…read more I had called optimum and said they wouldn't take my case it wasn't large enough for them . I also spoke with tax debt relief who basically was hard selling me, had workers call me constantly looking for me to sign with them. I contacted Jerry Rossi discussed the situation and before I could say any more, he said I don't want to take your money, contact the I.R.S and discuss the situation. I contacted the I.R. S and they gave me plenty of time to straighten out the debt. Thank you, Jerry

Mr. Rossi did several years of my taxes that were overdue. I'm a terrible procrastinator and he…read moremade it as painless as possible. He made it extremely easy to get my back taxes done. Recently, I had one year of taxes that were complicated because I had moved out of state. I contacted Mr. Rossi and he again helped me above and beyond what was required. My interactions with Mr. Rossi have been very friendly. He is extremely helpful and treats you as a friend instead of it just being about business. I highly recommend Mr. Rossi.

John Sheeley is extremely knowledgeable and has consistently ensured we have prepared our tax…read morefilings for maximum returns promptly year after year. Furthermore, John is an Enrolled Agent (EA) status which is the highest credential awarded by the IRS. He maintains the highest standards for applying all the latest tax laws, standards, and forms. Furthermore, as an EA he is a Federally Authorized Tax Practitioners and a select few who can represent people before the IRS. Keep this in mind: "The IRS is funding for 87,000 new IRS agents" - This is to collect more than $700 billion from American taxpayers. I feel strong with having John Sheeley on my side as my EA tax preparer getting it done right!

Horrific experience with John Sheeley. He cost me thousands of dollars in late filing penalties and…read moreseems to regularly deceive his clients as to his status on their returns. Reading over these Yelp reviews, the most generous interpretation I have is that he has a backlog of several years of returns that he is working on. However, I have to wonder if it isn't some sort of grift. I followed up with John via email and phone several times a month for over half a year, and each time John either assured me that he would submit my return within the month, or he would occasionally come up with dog ate my homework type excuses. Because this was my first year filing the particular kind of return I needed to file, I was hesitant to switch course in the middle of the year, and I was hopeful that John would get it together. He had no intention of getting it together, and if I hadn't Googled his name and found these Yelp reviews I would have never realized that his unprofessionalism with me was part of a larger pattern of behavior. An absolutely reprehensible individual. Eventually the law will catch up with him.