GUIDANCE & KNOWLEDGE-- COMPREHENSIVE FINANCE SERVICES In the…read moreearly 1990s Tony and I worked at the same company. I appreciated his honesty and integrity then and still do now. When I learned Tony had launched his firm I sought his expertise to prepare my income tax returns. He also helped me set up my initial ROTH IRA. A few years ago I had the opportunity to invest my entire 401K with an established firm and consult with an advisor that could provide me with guidance and knowledge to ensure I would reach my retirement goals and continue my financial stability. Tony met with me and we walked thru a few financial scenarios, ultimately selecting the one that meets my current needs. I like that Tony listens to my concerns and values my opinion. He offers comprehensive financial advice. I have confidence in Tony and his continuing to assist me with my investments and earning goals. Note, I live in Chicago and APC is in the burbs- I easily communicate with Tony & his team via email and phone.

WHOA! Talk about great service! I just got my tax return and surprise. APC found more deductions…read morethan I ever knew about. Being self-employed, the new health care forms were very confusing to me. APC shared a few good tools so that I could learn about how to deal with the ACA rules and guidelines. Even though I am not at a point in my life that I have money to put aside in a big investment plan, APC provided me with the information I need so I can understand how to start. Monthly newsletters have been really interesting and always teach me something that I don't know about money. Their whole team from the receptionist to the owner really cares about my success. The environment is friendly and professional. I highly recommend APC for tax advice or financial planning. They are the best!

Can't say enough great things about everyone who made a traumatic event much more tolerable!read more

K and M Insurance has been very quick and very good at everything they did from the first moment to…read morethe last. I highly recommend them.

We were very disappointed with the services at Morrison and Associates. We hired them to do our…read morebusiness and personal taxes for 2014, and the experience was not a good one. We met with Bill in Feb, to discuss switching our tax services to them. To be fair, Bill was very nice, and he seems very knowledgeable, which is why we made the decision to switch, but things didn't go well after the first meeting. Our corporate taxes were due on March 15th, and they weren't ready until the day before, and there were mistakes made, so we had to file an extension, costing extra money, and this is a tiny, tiny company with no payroll, so it is not as if our taxes are complex at all. During this process, I worked with a person there who did our business return, and as they were adjusting the journal entries in a different manner than we have done the last 8 years, I had questions. I could never get an answer that made sense, and multiple times, after doing my own research, I had to respond that what she was saying was wrong. She would check with Bill, and it turned out that she was wrong. The fact that I have to double check her answers does not give me confidence in having them manage our taxes. After that, we waited for our personal returns, as well as the return for my daughter. Over the next month, I called 4 or 5 times, inquiring as to the status. Sometimes they thought they were almost done, sometimes they thought my daughter's were done but not sure if they were filed, but they said Bill would know, but he is out, and they will call me back. The problem, no one ever called back. Our concern was that if we were going to owe a lot in taxes, I don't want to find out on April 15th I have to come up with a lot of money. Finally taxes were done on April 13th, I went to pick them up, and not only did they have the automatic payment set up for my taxes, but estimated tax payments set for 2015 (which would pay way more than necessary). I had explained upfront, that I pay estimated taxes on my own, based on my earnings which vary. I reminded them of this and they said they would remove the automatic estimated payments. I also noted they were taking part of my state refund and using it to prepay my state taxes for 2015. I asked why would we do this, if I already get a refund every year, that just makes for a bigger refund? They had no answer, but said they would fix it so I received the entire refund Two days later I check my bank account and $2,100 was automatically paid for next years taxes. I called them. They said they made a mistake but oops, too late to undo it. I had to contact the bank to dispute the payment. A week later, I got my State refund...minus the prepayment for next years taxes...I guess they forgot to correct that too. My final complaint came with my bill for services. Before switching, I asked what they charged, and while they said it varies, they gave me the base rates. I explained what I paid previously, and they gave me the impression it would be similar. Guess what? Double. and not just on a small personal return, this was $1400 vs $700 from my previous accounting firm. I understand not giving an exact quote, but when I tell you what I paid last year, and provide copies of my returns so you can see the work, I think you could mention that your services are likely to double for this amount of work. Maybe that is too much to expect. Still, considering our taxes took twice as long to be completed, and I could never get good answers on my questions from anyone other than Bill, and they didn't return phone calls, does not make it a service worth twice as much. Premium price is Ok for premium service, but certainly not for bad service. I let the owner know we were disappointed in the services and why, I never heard back. Though recently an employee contacted me about filing payroll taxes. I explained, I have no employees, no payroll, never have and so I do not need to file.

We have been a long time client of Morrison & Associates and go back to when he was the only person…read morein the 2nd Floor Batavia location. We were always pleased with his service, knowledge, professionalism and advice. Up until this year, in our minds he was the tops. Unfortunately, recently, things really went downhill. When called, he never returned calls or might after two or three messages were left. When emailed, you may or may not get a response. It was constantly having to try to get him to resolve an error made on our 2016 taxes. When you did finally speak with him, different versions of what was done or not done were told. When in actuality, after months of chasing (Feb. thru June), nothing had been done. Finally at the end of June the paperwork was done and we were told to pick it up at the office. When we got there no one at the front desk or in the office was aware of the situation and nothing was left upfront by Bill to pick up and he was not in the office. Needless to say, the Apex team was most helpful in resolving this for us and we finally got the paper so we could send off our check. Understand errors occur - we are human. However, where my disappointment lies is in the huge, out of character lack of response and professionalism shown. Not the Morrison and Associates we had come to respect and love! The delay in response and preparation resulted in additional interest owed. So sorry to see a long term business relationship take this turn.

Know Gus Jr. since he was a young boy. One thing is a…read moreconstant! Gus jr. is no different than his father. Both are consummate professionals in serving the insurance needs of their policyholders. I would entrust my assets knowing that Gus Jr. like his father, Gus Sr. would deliver in protecting my personal property, my family, and me to the fullest!

Bad customer service. They are not well trained and can't answer a simple question. Not up-to-date…read morewith State Farm operational changes. Most probably they are more focused on getting more customers than supporting their existing loyal customers.

My wife and I have had the best experience with Orazio Difruscolo!! It started out with auto and…read morerenter's insurance - he made it so easy and gave us great piece of mind. Then we added insurance for my engagement ring and switched over our Commercial and group health insurance during the big, confusing transition to meet the Obamacare requirements. I really feel that we can rest assured that we made the correct decisions based on Orazio's educated guidance. Now we are getting life insurance with Orazio's help and he is helping us with our financial investments personally and for our company. He believes in great customer service without compromise and he and his staff knock it out of the park! He has two assistants, one is his wife. They make us feel like family. He never hesitates to provide useful information, support and insight to the multitude of questions and concerns associated with a claim. Orazio is the real deal, understanding and receptive to my multitude of calls, questions and need for reassurance. He is a seasoned, trustworthy and experienced professional. Orazio Difruscolo and his staff help us sleep better at night!

Great service! Great people to work with and they provide more knowledge than the big joints like…read moreH&R Block do. Back when I used H&R Block I had a new tax preparer every year that seemed clueless and they charged over double for the same service All American provides. I also feel less like number with All American preparing my taxes. Recommend calling either office during busy tax season to check on walk in status. Make sure as with any tax preparation that you bring all of your paperwork to prevent any possible delays. This goes for whomever you have prepare your taxes. This is your personal responsibility to provide all documentation to your tax preparer in order to help provide a timely tax return! I will continue to use All American Tax Service each year to simplify my taxes!

Horrible. Mixed my account number with my social security number so my state tax never came through…read moreand after countless of times me calling them to see if they had received any notice from the state. After a few months and them passing the blame to the state when I called to ask, I went through my tax return papers to double check their handy work and, there it was! A classic case of a typo which is completely understandable, but what was unacceptable is the fact that they had my check there for a while and not once did it occurred to them to check after all my inquiries.

Matt handled the request for a quote for us as our insurance went up and we were shopping around…read more He was very accommodating in making sure all policies were carried over exactly as the ones we had. Also, he was on time in calling back when he said he would (to accommodate our busy schedule) And he was patient while we reviewed together all the details. (Though it meant he had to recall us 3 times due to our ever changing schedule) In the end...The price was right! So we proceeded with the processing. It was that simple.

Matt was terrific. Got me a quote did both home and auto paying less then when my previous…read moreinsurance company wanted me to Renee at! Would definitely recommend Natt

Been going to Pete Kakenmaster for several years, he's amazing and thorough and I'm always…read moreconfident that my taxes are handled correctly. He's always been incredibly patient with all my questions, and I'd recommend his practice.

Just had my taxes done today. Val was my preparer and she was not only personable and put my mind…read moreat ease, but her expertise was concise, effortless and to the point. I must say the price for the preparation was very reasonable and much better than any of what the "name brand" preparers have to offer !