I have been using Jim Norries for a little over 2 years, the staff and Jom have been wonderful and…read morethey found and corrected an issue (my error) right at the start. No issues whatsoever.

I just called to make an appointment for my taxes. I asked why no one called me this year. The…read morelady said we never call anyone to schedule an appointment. Well, someone did call me to schedule with Paul and the next year year with someone with a name of Matt ?eggart . S0 don't call me a liar. I have been a client for over 50 years. when Don Friga was a gentleman and his staff knew how to listen to people. There has to be more professionals in this business.. Let me know of someone can do a better job of giving better customer service.

Joanna filed my taxes and claimed a credit 2 years in a row that I wasn't eligible for. Almost 3…read moreyears later, the state is asking for that money back plus interest. I took them to small claims and the judgement was in my favor however, I have yet to receive the check of over $400 that I am owed. They continue to make these types of mistakes but will NOT take responsibility for them. They are very expensive to begin with and no mater what the mistake, or what a judge says, they will avoid taking responsibility.

We have been using GSR for our taxes for more than 20 years and have always been happy with the…read morework they do. Terry was very helpful dealing with the IRS to help us to get money due to us. They are always friendly and professional.

I have always has a good experience with Stacy preparing my taxes for the last 10 years!…read more Conveniently located at four corners in Williamson, there is plenty of parking in the back! She has completed both mine and my husbands taxes the past few years, always in and out in under an hour, and for less than $100 bucks each. Better than going to a mill to have them done, and a lot more personal! Highly recommend!

That time of year again to belly up to the tax place and file your taxes. I know it's not fun at…read moreall but Stacy is our girl and she has been doing our taxes and my in-laws taxes for years. She's very helpful friendly and professional. I was doing an online tax software before and hoping I answered all the questions right so the IRS wouldn't come and break my legs. This is much better by far. Having the piece of mind that your taxes are done right is a no brainer.

I have done business with High Falls Advisors for many years. I remember when Mr. Englert was first…read morelaunching the business out of small little office building near his home. Through the years he assembled a quality team of financial experts including his daughter Jennifer who I deal with. I remember Jennifer when she just graduated from high school tagging along with her father learning the business. She went on to college and got a degree in real estate law, as well as accounting. She is now the Chief Compliance Officer in the firm. She is a hard worker and very caring to all of her clients and customers. From tax preparation, to investments, savings, and even Social Security advice on your benefits, the High Falls Advisors team is a good choice.

I was familiar with Fidelity Investments from my hometown of Boston and decided to use them for…read moreretirement savings. The representatives are very professional, friendly, and thorough, listening to the needs and goals of their clients, along with providing thorough service.

This Fidelity office was non-responsive. I received a sizable (by my standards) inheritance. A CPA…read morefriend highly recommended Fidelity and a few of their index funds as an investment portfolio. The nearest Fidelity office is in Rochester, NY, 1.5 hours from my home. I debated whether to fund the account in person, by phone and EFT or on line. I called three times to speak with a rep who was supposed to call me back but never did. Guess Fidelity does not want my money.

I just visited this IRS office after my tax return was flagged for security reasons. Unfortunately,…read moreI didn't have the required information in front of me so I had to schedule an in-person meeting. Super annoying. However I must say that the In-person visit was pretty straightforward. I opted for the first appointment time at 830am. Doors open at 8:30am, so no need to arrive that much earlier. Security also takes 2 minutes, so no need to allot too much time for that beforehand. Two forms of ID (they didn't ask for my actual social security card) and my said tax return. Pretty easy and I was out the door within 30 minutes. So overall, annoying that I had to go in person, but the actual appointment was pretty easy and efficient.

I have been going to this firm for many years. Many members of my family also. They have been…read moregreat to us. They are accurate and very honest. In my opinion you can not find better. Completely trustworthy. Ron Poness PS Made good investments and a fair amount of money for us.

I've been going to this place for years for my tax return... YEARS. I paid $150 for my return to be…read morefiled and they did it incorrectly. I understand mistakes happen, but they YET AGAIN incorrectly sent in the additional paperwork for my return. I'm a single mother and count on this money every year to help offset rent, daycare etc. I battled cancer last year and because of the chemotherapy treatments, was unable to work. So this refund was something I was really looking forward to. Everytime I have called and left a message, no one has gotten back to me. It has been 16 weeks since my original refund was filed. The IRS is saying they never even received the missing paperwork. I'm beyond livid. I'm now trying to fix this with no help from this ridiculous firm. I'll never go back there and make sure NONE of my friends and family do either. For being such a loyal, long time client of theirs, they could care less about my situation. I'll be trying to get my $150 back.

We did our tax return both personal and for my small business and Mr. Spencer was amazing. The…read moreprocess was quick and very easy. All the process was done online and when we had questions Mr. Spencer called at phone. We are working with the firm to form a new business and we can't be happier. Last but not least the price that we paid was very fair. You can't go wrong with Sun Lion Financial Group