Joe and his crew are very profesional in the way they handled my claim. Always working on giving me…read moreand my family the best rate.Highly recommend them.

I have had a great experience with Bill Nelson - State Farm. Their team is professional,…read moreknowledgeable, and provides insightful guidance to help me understand my coverage and make informed decisions. I appreciate their responsiveness, attention to detail, and commitment to providing excellent customer service.

Very knowledgeable about coverages and discounts available considering my previous agent didn't…read moredisclose. Met in person in their office which I highly recommend. The process was smooth and helpful. It is very nice to have a local agent that has my interest and checks with me from time to time.

I have had State Farm since I first started driving. They are very informative, have a great online…read morewebsite to view your info. I don't like paying for a service, then finding out you are not covered for this, only so much for that... they listen to you, and customize your insurance for you and make sure you are covered for what you need if things happen. Chad is kind and very professional, and I like his new office right on Randall Road, easy to get to and a nice parking lot. They also have the device you place in your car so you can get discounts, but I don't get the added ER, almost like small mobile service as I have a phone and most people in cars have phones too if you don't have one. Not exactly sure how the safe drivers discount works, it is a newer service for me and I get confused with info packed features. But I know I like State Farm! I have been in accidents, smaller and they took care of everything and I never had to worry much - what you need when accidents happen!

I'm still getting notices of refund checks I'm supposed to receive and I never did receive the…read morecustomer gift certificate I was to have received to pay back my bank $10 stop check payment. An utterly useless organization.

My parents had their personal taxes AND business taxes done by the same CPA, Glenn, for many many…read moremany years. We have had our taxes done by Glenn for many many years. Can drop off the year's tax documents in January/February, and/or make an appointment if any questions or guidance is needed. Always THE BEST!

My husband and I have had excellent experience preparing and processing our tax forms with Glenn…read moreand his team at Crystal Lake Tax & Financial. They provide a Tax Checklist that helps us to organize our documents. They also estimate the tax implications of ROTH conversions in the future. Working with Michael S., we've developed a Plan to manage our tax-deferred savings by understanding the implications of withdrawals in the future during potentially higher tax rates and impending RMDs. Michael and his Team provide educational newsletters, webinars, podcasts, books, and radio shows on retirement success, stock market behavior, interest rates, social security, and estate planning. We've been pleased with all of their services and wouldn't hesitate to 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.

Insurance is in my blood. Over 100 years ago my family started an insurance agency and I grew up…read morelistening to my mom and dad talk about the business. I didn't go into it which greatly disappointed them and have since worked with many others over the past forty years as we have bounced around. In every case I knew more about insurance than my agent - until I started working with Katy Zimmerman at Shelter. Incredibly knowledgeable, hard working, very prompt and an effective advocate for me with her underwriters. Couldn't imagine a better agent.

I called for an appointment, the woman who answered was very rude , and didn't answer the question…read moreI had. I've gone here for a few years with no problems. I don't like being talked down to , I will be filing elsewhere from now on .

Cheap good tax place. They herd you in like cattle and aren't the friendliest but I tell you what,…read morethe price is right. Last year I paid in excess of $400 per person to get our taxes done and I said never again. There's no expensive hanging chandelier, no Dom Perignon and caviar. You won't get that here at Merlak Tax Advisory Group. You'll be sub 100 but feel like straight cattle being herded through the office to get your taxes filed. The way I look at it, is that I save $300 to be put through like cattle. Stop wasting money on the other guys and get in line. Moo.

James Henry is an insurance agent who truly cares. I'm not going to waste your time. I'll tell…read moreyou facts. This man always answers the phone. His prices cannot be beat, even by military exclusive companies like USAA. James Henry has been my insurance agent for 7 years and has become like a family member I never met. Jimmy was there when I was a single man barely scraping by with liability insurance. He was there when I bought my house. He gave advice when I was getting my finances together beforeI got married. He even once politely advised me not to put my girlfriend on my insurance policy before I married her. Jimmy has always been there for me. Once I left for a slightly cheaper price, Jimmy understood. It was disastrous and Jimmy was genuinely happy to serve when I came back embarrassed. This is a great guy and a better agent.