I've worked with Craig Bergen for well over 15 years and he's done exceptional work. He carefully…read morecombed through my materials, found appropriate write offs that I'd have missed and in such ended up saving me money. He takes time to explain the process too. Such a likable guy and reasonable priced service. I can't recommend highly enough!

I called to Metro Tax Group to see if they might be able to help me with a IRS Form that I've been…read moretold by the IRS that I need to file asap. (I had called my regular tax folks and they said they were going home at 2pm on a Saturday.) I politely asked the woman who answered the phone if they might be able to help me fill out 1 form today. I have the numbers that need to be input but I don't know what I'm doing. Anyway, the woman who answered the phone at Metro Tax Group took great umbrage at me calling to see if they could help. She raised her voice and said something like, "You want US to help YOU when we have all of our own clients to help!?" She could have just said calmly, "Unfortunately we're fully booked right now with our regular clients." It's okay - she saved me from lot of stress and agita from working with them.

Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Patrick has been an absolute pleasure to work with so far. He takes a lot of time to understand…read moreyour family's goals and needs to create a customized and holistic plan that can grow as you do. He explained everything very concisely and made sure to adjust according to any feedback or concerns we had. Financial literacy is definitely an area that is not my strong suit, but I feel way more confident with the plans that Patrick set up for us.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

Abbi behind the receptionist desk provides exceptional quality service for her clients. She is…read moreprofessional, patient, knowledgeable and friendly towards every customer. In the past eight months I had completed four financial transactions with her help. I feel very satisfied with her service. Thank you, Abbi.

On my own volition, I feel compelled to sing the praises of this Charles Schwab Forest Hills…read morebranch. After meeting David at the office, I was immediately impressed with his knowledge and anything but haughty manner upon sharing. You never feel as if you are receiving unsolicited advice with the purpose of benefitting one family at the expense of another, namely my own. He has a human touch about him and never made promises he could not keep although his indefatigable efforts always surpassed my uncompromising expectations. David has superlative listening skills and is never opportunistic or pushy in his business dealings. After fully appreciating my financial needs and personal tolerances, David seamlessly facilitated communication with William, another gem of a person and experienced specialist. Speaking to him was also a revealing pleasure as I did not feel judged and always learned new aspects of investing that were never imposed. Some people have the uncanny ability to translate complexities into practical implementation while details remain intact. Unlike competitors who are not as transparent, Charles Schwab reminds you of pending bond expirations, for example, so you can calmly decide what your next steps can entail. In the interim, you do not feel like a fixed entity in a barracuda laden sea whose waves are violently engendered by the proverbially perennial "hard sell.". Aa Sinatra once acclaimed by way of his art form, "Regrets I've had a few." While I regret not associating myself with this fine establishment before, I sense my best experiences characterized by the team's steadfast intelligence and moral rectitude await. A company is as valuable as the fine employees whose ethics embody how wealth is measured in human terms. These two lovely gentlemen are quintessential professionals who make me feel consummately comfortable.

Hands down the best accountant we've ever had. Will not let anyone else ever take care of us or our…read moretaxes!!!! Been using him for quite a few years now and love him and his extremely attentive staff! He's down to earth, funny and a nice guy too! You get what you pay for and he's worth every penny!!

I've used Robert J Klein, CPA for over 5 years now. They are true professionals - knowledgeable and…read moretimely. While tax season may be a drag for most, I rest easy knowing I am in reliable and dependable hands. The entire team is great. Cannot recommend them enough.

June is a very knowledgeable, experienced and amiable financial advisor. He's a great listener and…read morecan breakdown complicated financial processes into simple understandable terms. He really cares about his clients and their portfolios. He stays up to date with the latest financial happenings and is always on the lookout for opportunities that his clients can take advantage of. He is not pushy by any means and lets YOU decide what direction to take. His easy going, friendly style is what makes any meeting or phone conversation pleasant. If you are a first time investor or wish to increase your portfolio's value, June can help you achieve your financial goals with expert advise.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I used LMF to help me get back on track. I followed their simple procedure and it worked…read morebeautifully. Thanks to LMF I was able to purchase my home. I highly recommend them. Mike J.

Tax Deadline Crisis Averted! Rock‑Solid Service; Incredibly Kind…read more A few months ago my previous accountant dropped the ball, leaving me in the lurch, with the Oct15 extension deadline just a day away. I reached out to Joe on Yelp; he got back to me within minutes and agreed to take me on--quickly turning a panicky situation into a smooth filing. His astute, efficient, and composed demeanor rescued my sanity, steering through the unexpected chaos I dumped on his lap. Even in my (kinda) frantic state, he remained meticulously organized and kept me calm throughout. Less than 24hours later he called to confirm everything had been successfully transmitted to the IRS--miracle accomplished! And, as the cherry on top, he uncovered a refund I hadn't anticipated--allowing me to finally treat myself to a tech upgrade I'd been eyeing for ages. Joe is personable, highly competent, and runs his business with a rare blend of integrity, intelligence, and initiative. His secure portal made uploads seamless and he was responsive, always a minute away for any question. In addition to preparing my Federal and NewYork taxes, I enlisted Joe to handle our family's Washington‑state estate tax return. All three filings were optimized and completed with care and precision--making the competitive rates a bargain for the rapid turnaround and reassuring peace of mind. What began as a stressful episode turned into a blessing in disguise once Joe stepped in. I've now found a permanent professional for both my personal and estate taxes. Knowing that I finally have "my guy" on board lets me breathe easy and I'll be the first to book his calendar again this season. If you're hunting for stress-free, exceptional tax and accounting services, I wholeheartedly recommend Joe, of Efficient Accounting & Tax Services. He's down-to-earth, witty, kind, and just a genuinely good guy. I feel so lucky to have found him. While I can't guarantee his last-minute availability, I'm confident he'll go above and beyond . Seriously, give him a call--you'll be so glad you did. P.S. Thanks, Joe, for turning chaos into calm. No more midnight sprints--I'll call soon to get us rolling well before April15 this year.

Joe is the best , please do yourself a favor and do your taxes with him , any confusion any…read morequestion you might have he will answer and he will dedicate his time to you , I love that taxes is not scaring me anymore, Thank you again Joe !