It has been a pleasure working with Winnie and her team. They are attentive, kind, and consistently…read moreprofessional. Winnie is especially prompt in her email responses. Winnie demonstrates a high level of organization, attention to detail, and thoroughness. Winnie and her team truly provide peace of mind. They turn what could be a complex and overwhelming process into something much more manageable and less intimidating. Thank you!

Wow where do I start? I have been a client for about 15 years now. With Hyton Accounting &…read moreConsulting. Their service is second to none. I have referred many people to this team. I know the service is fair and they move with integrity.

ARS Financial has over 20 years of combined experience in the Financial Planning industry. In these…read moretough financial times they are keeping me and my future safe.

From the owner: Serving Jericho, NY and outlying areas, Lee Rosenberg and associates of American Investment…read morePlanners LLC is offering the following services not limited to; investments, life insurance, estate, financial and retirement planning.

Nick has taken over where Mike left off. Mike retired but still makes pop in visits. He did my…read moretaxes last year even though he was retired. This year we didn't get to see him but the staff is still fun. We laugh & have a good time while calculating the not so fun stuff. But I will say I miss the Doo Wop music. But at least there is still piped in music, just not the oldies & Doo Wop. I still get the tax anxiety, but I'm always happy once it's done and over with and they do everything they can to make you at ease. Coffee with all the accoutrements are offered at a coffee station in the waiting room. Always a cool place to visit annually. Or more often if you have a business. I'll be going here as long as they are open because it's always an honest straightforward lane to do taxes. No funny business. But they will find all your deductions you are legally entitled to. 2-27-2026

I have had a few tax prepares in my life but Mike and his crew are absolutely the best…read more You make an appointment and your in and out. And if you should have a problem later with the IRS give them a call and it will be handled promptly. And if you have any questions about tax changes Mike or one of his crew will have a answer for you. And while you wait there's plenty of coffee

Under typical circumstances I would have sought my accountant, web developer, attorney, head of…read moresales, and a financial advisor, but three consultations with Michael Telano, and I was able to successfully navigate the COVID crisis (couldn't be more grateful for this man). Mr. Telano was patient, beyond knowledgeable, and steps ahead of the pandemic in terms of business strategy. I thought I was going to be out of business in 120-180 days, but with his guidance I upheld day-to-day operations, kept my staff in tact (though some had to part-time), and because my clients were not operating, I shifted what had become a struggling B2B brick and mortar distribution to an omnichannel B2C. Under his guidance we saved my life's work, and my business/finances are now better positioned for the future than I could have ever dreamed. The guy even helped me rebalance my portfolio (yes, I bought Bitcoin... reluctantly, but am I glad!!!! Owe this man and his consultancy my life!

Absolute trash. Just got off the phone with a rep named Jonothan. He was not only zero help, but he…read morewas loud, rude and condescending. He raised his voice as if he were yelling at his child. I told him I HOPE the phone call was being recorded so his superiors can hear how nasty he is. All over a mistake that was made by someone else. Stay away from this company.

I am reluctant to even award them 1 STAR, They should pay me an aggravation fee…read moreSO NOT GET INVOLVED WITH THIS COMPANY Horrible customer service, They are very hard to reach on the phone I cant get my refund from them after 3 months

Orley is compassionate and fantastic at what he does. He handled my delicate family situation with…read moregrace and understanding, all while I was going through tough times. If you get a chance to work with Orley, you will be impressed.

From the owner: Fiduciary Financial Planning…read moreFinancial Planning Process Financial Statements Cash Flow Management Financing Strategies Economic Concepts Time Value Of Money Client & Planner Attitudes Principles of Communication and Counseling Debt Management Education Planning Education Needs Analysis Education Savings Vehicles Gift/Income Tax Strategies Risk Management and Insurance Planning Evaluation of Risk Exposures Disability Income Insurance Long‐Term Care insurance Annuities Business uses of insurance Investment Planning Taxation of Investments Investment Risk Asset Allocation Portfolio Diversification Bond and Stock Valuation Investment Strategies Alternative Investments Tax Planning Tax Laws Income Tax (PERSONAL) Income Tax (BUSINESS) Income Tax (Trusts) Income Tax (ESTATES) Alternative minimum tax (AMT) Tax Reduction/Management Techniques Tax consequences of property transactions Charitable/philanthropic contributions and deductions Qualified Charitable Distribution (QCD) Retirement Income and Distribution Strategies Social Security and Medicare Types of Retirement Plans Qualified Plans Other tax-advantaged retirement plans Key Factors Affecting Plan Selection For Businesses Distribution Rules and Taxation Business Succession Planning Intra-Family And Other Business Transfer Techniques Estate Planning Strategies to Transfer Property Gift and Estate Tax Calculations Estate Liquidity Types, Features, and Taxation of Trusts Marital Deductions Postmortem Estate Planning Techn

Very good tax planning services, they helped me saved a lot on tax, recommend to all small…read morebusinesses owners like me

From the owner: At Ivy Tax & Business Inc., we're not your typical accountants; we're dedicated tax reduction…read morespecialists. Our mission goes beyond traditional accounting services, as we are deeply committed to enhancing cash flow for small business owners and investors. Founded with a vision of offering a distinct kind of service, we don't merely document financial history; we proactively guide you with expert advice and strategies to help you earn more and retain more of your hard-earned money. At the core of our service is a team of top-notch tax strategists, providing you with proactive plans filled with court-tested, IRS-approved strategies for minimizing your tax burden. While 'the other guys' often settle for after-the-fact planning, which can lead to outdated information, unpleasant surprises come tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. With us, you'll enjoy complete confidence, knowing you're paying the least amount of tax possible while you work towards your financial dreams.