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

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.

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.

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.

Highly annoyed and waste of time this credit union is! First off wasting 25.00 dollars is still…read moreexpensive in these hard economic times and it's non refundable! Secondly why didn't you first tell me the additional terms and than proceed to deny my application for the credit and than try and bait me into a co-signer for a loan I don't want? Honestly this credit union is good for depositing petty cash into a savings account. Anything else not so much and forget about trying to build your credit back up with their so called security credit repair cards. Again you will need a large deposit to at least have the credit card for a year to even consider getting a unsecured credit card. He rep I spoke to was even more unhelpful Jose and didn't properly explain all options till after I said this was a waste of time and money. What is the point of using a credit union when you can't utilize it unless you have at least 10,000 in your credit union's account. Be wary when dealing with this credit union they also keep sensitive documents on file for up to 2 years.

DO NOT OPEN ANY BUSINESS ACCOUNT AT THIS CREDIT UNION. Your money isn't protected! I had both my…read morepersonal and business debit cards stolen out of the mail and accessed without the secret pin envelopes that were mailed separately. The bank's security auto-fraud alerted me to a suspicious purchase after $1000s of transaction had already taken place. After filing a police report, and escalating to every department in the coop, the coop still refused to reimburse me the money stolen from my business account, and credited me only my personal debit loss, even when there was clear evidence that money from both of my debit cards was taken from the same ATM at the same time and the criminal investigation is still open. I'm exceedingly frustrated and saddened that I'm needing to write this review. I've been a coop member for over 10 years and have been helped immensely over the years but cannot accept the quality of service in response to my claim when I've received such great care in times past. My only recourse now, besides a law suit, has been to withdraw my money and write a negative review in order to warn others not to open a business account there since business accounts don't afford the same protections as individual consumers. BE WARNED! On 5/24/22 4 months after the initial theft, and escalating my dispute through every rank, Asta Cummings, Cathie Nieves, Samira Rajan, and Rebecca Pear who then finally told me that I needed to speak to Paula, on the supervisory committee. I was informed by her, that her review of the matter still did not evince that the bank was in noncompliance with both internal policies and banking regulations in handling my case and that Federal banking Regulation E protects consumers from electronic funds theft but Regulation E does not cover business accounts; therefore, the credit union is not required to provide credit for the lost funds. I have not had the time or the energy to address this kind of injustice. She literally, gave me no assurance that if my business card was stolen again or mailed and stolen again with illicit purchases, that I would have any protections! I certainly cannot be at fault for requesting bank cards to be delivered the only way I was told was available. I did not receive the cards and honestly cannot believe this is my liability. I believe the fault lies with the coop or it's 3rd party vendor that issued the card as either already active or the coop couldn't protect against someone who feigned themselves as me and/or bypassed the security measures. If someone were to come in and rob the bank would my business not be protected?  The logic of crediting my personal account for the stolen funds but not my business when both debit cards were stolen at the same time doesn't add up. I grant the consumer protection law allows my personal account to be credited but i don't believe that is the sole reason any bank would want to do so. It's because there's an ethical reason to do it not only for one account but for both.  Anything less, honestly isn't just. Every bank, police officer and person I've spoken to about this matter, have all said this shouldn't have been a difficult issue. BE WARNED

I got a questionnaire from them to fill out, which I did. Then, after getting a quote, I returned…read morethe questionnaire and let them know that I was interested in their services. Never heard back from them. At least they should have told me that they were not interested in my business.

From the owner: Fee only financial planning and asset management specializing in Retirement Planning, Corporate…read moreDownsizing, College Financial Aid and Asset Allocation

Chris was a great help in rolling over my 401K from a previous employer. He is extremely helpful…read moreand hands-on, always available to give advice and explain the ever-changing financial landscape. Trustworthy and reliable!

From the owner: Rolling over your 401(k) to an IRA.read more

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.

Have been coming here for a few years now. I think started in 2024. Previous years from about 2019…read moreuntil 2024 I filed my own taxes. However, after getting married and having a baby, I now file jointly with my husband so it's easier to see a preparer than do it myself. My husband and his family have been clients for longer. We see Lorena for our tax preparations. She's super sweet and kind, and gets our taxes done in 15-20 minutes. Waiting to pay for check out is longer than the wait to be seen sometimes. We've been lucky and have gone during less busy times so we've been in and out in about 90 minutes. There's always a wait of course, the sitting area is comfortable enough as I always just bring a book to read so that we can listen for our names to be called. When arriving you write your name down on the clipboard, you can also write down the preparer you would like to see. If you see Renan Sr., or his son Renan Jr. then your wait time will likely be quite long as they are obviously the most popular and typically deal with heavier tax preparations like business taxes. Everyone here has always been professional, both in appearance and mannerisms. There's also a bathroom available nearby that's quite clean. You just need to grab the bathroom key from the front table. For my fellow drivers: parking around this area can be difficult. There are metered spots right outside on the street that it faces but those are sometimes unavailable so give yourself some time because you might need to circle or park a block or two away. The cost of tax prep with them is also laid out clearly all over the office. The transparency is appreciated and if you're confused they will gladly break it down for you. You can pay in cash or through Zelle which is our go to option. I highly recommend Mazorra Business services for your tax preparation needs. Whether you're in need of business tax preparations or individual, I find this business to be professional and easy to work with.

Just had such a great experience getting my taxes done this year and had to share!…read more I went to a family-run tax office recommended through my son, and from the moment I walked in, everything felt smooth and welcoming. I even arrived about 30 minutes before opening and was able to be the first one helped, which made the whole process quick and easy. I was helped by Renan Jr., Kevin, and Renan Jr.'s mom -- and all three of them were amazing. They were kind, professional, and you could really see how well they work together as a team. The whole process felt organized and stress-free. Renan Jr. took the time to go over everything with me, making sure I understood it all clearly, which I really appreciated. Kevin was also great to work with, and you can tell they both care about their clients. His mom helped with the final steps, handling the signing and payment, and she was so warm and welcoming. I especially appreciated how understanding and compassionate they were about the recent passing of my father. That meant more to me than I can put into words. Highly recommend if you're looking for a place that's not only efficient but also genuinely cares about their clients.