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    Battaglia & Associates CPA's

    5.0 (1 review)
    Open 9:00 am - 5:00 pm

    Services - Battaglia & Associates CPA's

    Accountants

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    2 years ago

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    Mi Tax Pro - Ian Mann, CRPC, MBA, EA

    Mi Tax Pro

    (1 review)

    Working with Ian was such a breeze! With his extensive knowledge, he is able to get my taxes done…read morequickly and correctly. I will never go back to any corporation to get my taxes done! Thank you Ian @ Mi Tax Pro!

    From the owner: Like many industries today, tax preparation is losing experienced experts and being replaced by…read morecorporations that fail to provide quality service. Taxpayers everywhere struggle to find a reliable service to file their taxes timely and accurately. For over 22 years, Melissa Gamello worked with Frank Kiepura, P.C. to provide outstanding service to clients. In recent years, she found it disheartening to see changes in the industry and the position it put clients in. During this time, she got to know Ian Mann, a finance and tax professional with over a decade of experience, who helped her navigate corporate bureaucracy and blundering middle management. That is why, it is with great pleasure that we are announcing the launch of Mi Tax Pro LLC to provide reliable tax expertise to clients. Together, with over 35 years of experience in tax and finance, we are combining our knowledge to provide taxpayers with a simple, straightforward solution to income tax filing. To kick-off the coming tax season, we welcome you to visit our website at www.mitaxpro.com to view our TAX TIPS and common tax forms. To learn more or casually set an appointment for a time that works for you, please visit us online or call us at (518) 975-TAXX (8299).

    KeyBank - Key Bank Rip Off

    KeyBank

    (3 reviews)

    We moved to Florida last year, but my husband's Key Bank checking account remains in NY, because he…read morereceives his pensions and social security as well as pays bills through that account. Working on our estate plan, one step was to make our bank accounts POD, payable upon death, which is a simple beneficiary designation. There are no branches where we live, and we called, spoke to supervisors, and engaged in online chat, and they said we had to go to a branch or no dice, not even with copies of driver's licenses and notarization. Called our branch, left multiple messages, no one calls back. Discovered a Key Bank private banking office near us, and the 800-KEY2YOU person called them to ask if they'd accept this at their office, which they might have suggested initially, but we had to figure it out. We sat down with an investment banker who called the Halfmoon branch, and it was still exceedingly difficult and took days. In this day and age, there is no business that can't be conducted remotely, with notaries, copies of licenses, social security numbers, and more, even if it has to be original copies through the mail. Someone needs to explain this to Key Bank, which has no solution for anyone who moved and are not in proximity to a branch. By the way, apparently this issue is specific to Key in New York, not any other state. AVOID KEY BANK.

    Terrible bank with a super rude staff. I personally do not bank with KB(thank god), I have always…read morebanked with credit unions, but a family member does hold accounts and investments with Key Bank and have been excellent customers for 30+ years and you would think they would treat someone cashing a check on their behalf with some respect. They charge a $7.50 fee to cash a check if you're not a customer (IF they do have enough cash on hand to cash a check, they could not cash my check $20k check but regardless this is a complete racket). I recommend if you bank with Key Bank now to look into local credit unions such as Adirondack Trust, SEFCU or any local credit union. They all offer better rates, better accounts, excellent customer service and more local branches. They also don't nickel and dime your friends or employees who may need to cash a check by charging them a $7.50 fee to cash a check, I can only image what other small fees are in Key Banks small print. Stay away from Key Bank-just awful!

    Battaglia & Associates CPA's - accountants - Updated July 2026

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