Jim Colitsas has been guiding my and my family's finances for many years. Colitsas and Associates…read moreis the first company I have worked with that I have trusted. We started working with Tom Colitsas many years ago and have transitioned to Jim and his team. I can say that Jim and his team are always well prepared in all aspects of financial advice and planning. Very knowledgeable and always accessible.

We were looking to switch to a different CPA after we moved and we were then too far from from our…read moreprevious accountant. I found D'Angelo on Yelp with a few decent reviews so I met with him and had him take a look at our taxes. We own our own electrical business, so it is a lot of dense material to process. The firm was patient, thorough and very personable through the entire process. Everything went very smoothly and quickly. We were very happy from process to price! 100% 5 STARS!!!!

Last spring, I was very fortunate to have had a friend recommend John D'Angelo to be my accountant…read more From the time I walked through the door, John was very personable, and walked me through the process carefully and clearly, and was able to reassure me that I had nothing to be concerned about. Throughout that spring as John and I remained in contact, updating one another with whatever further information we had, I felt valued and appreciated as a client, and I appreciated that John was able to take the time to handle my filing with thoroughness and care. This winter, John has already sent me a preliminary file with all of my tax information ready, seeking updates anything that may have changed since last year. Once again, I appreciate the time John has taken to prepare this file for me, and has taken a lot of my organizational concerns away, since so much of that has already been taken care. Finally, I have been very pleased with John's knowledge of the current tax code, which have resulted in tax refunds that I have been very pleased with. It is with much enthusiasm that I recommend John D'Angelo for tax preparation assistance, for I find him to be very conscientious, personable, knowledgeable, and trustworthy. I look forward to working with him for years to come

Dan and company have taken care of my business and personal taxes for the past couple of years,…read morevery pleased with their services and professionalism.

Exceptional experience with this highly professional organization. Our Go To resource for…read moreeverything related to Human Resources.

Great experience working with Kate R. She is thorough and truly cares about our mutual client.read more

I am a huge procrastinator on important things like having to refinance my home, because I feel…read morelike it is too overwhelming and time consuming. Enter: Ian Navoy... He made the process so smooth and easy, I forgot it was happening - it was like a background task. Ian was on top of everything from start to finish, I didn't have to worry about a single thing. I received email notifications when it was time to upload documents, all done online in a simple to use interface. He would call to make sure I understood what was happening every step of the way. Before I knew it, I was closing and it was finished. I even have some extra money in my pocket each month! I can't recommend Ian and Loan Depot enough - 5-star all the way.

What a relief when Ian was available to guide me through my first experience with home ownership. I…read morehad talked to a few "mortgage" people preciously and came to Ian looking for a can do attitude. It was reassuring when he responded quickly to my questions and submitting documents online made is smoother still. I'm hoping to work with him again soon :)

If I could give zero stars I would. I used this company from 2018-2025 for my small business. I…read moreassumed a company of CPAs would know how to do taxes, however I was incorrect. I questioned them for years on the inventory issues and finally fired them a year ago when they suggested I use someone else's sales tax ID to order wholesale items for my business. I had an independent accountant review my taxes and it turns out that they had in fact counted my inventory correctly every year and in 2021 alone I am due an amended return of $22,000 minus a $12,000 disallowance from the IRS. We still have to do 2022-2023 amended returns. This company has put me at risk of having to file for personal and professional bankruptcy and losing my health insurance as a disabled person. I cannot express how horrifying this experience has been and how they have screwed up my life and finances for the foreseeable future. Avoid at all costs If you are a current small business client with inventory products AND material components, get a second opinion, because they may have screwed you over too.

Man. What a bummer. I was recommended these guys from someone I trust, but they totally left me…read morehanging. They are very poor at communicating. The services they offer are very expensive but cover various areas. I paid them a large amount of money for a specific tax request just to be told that my payment dud not include the service I requested. That was infuriating. These people know their field, I'm sure, but their communication is just horrible. They feel like a company that is stretched too thin to provide any level of competent customer service whatsoever. I will not work with these people again.

Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

I had a good experience with a moderately-complicated re-fi…read more Brian Devlin made it pretty much painless, and I was able to do almost everything online (highly desirable for me) up to the closing. Dealing with something as important as a mortgage with an out-of-state agency can be scary, so I thought I'd share my positive experience.

At first I thought that I found my best option when going into a cash out refy. Unfortunately that…read morewas not the case. I made it very clear what kind of loan I was looking into, and when the estimate came it was nowhere close to what was talked about. Also closing costs were almost 15k which was absurd for the loan amount. Was told that I would have to pay out of pocket fir an appraisal as well when everyone else can roll an appraisal into the closing costs. Would never recommend to anyone. So unless you enjoy being lied to and toyed with avoid at all costs when speaking with the owner regarding this gross error, i was told i was throwing a tantrum. not professional at all. stay away