Truly helpful. Kind and returned my calls. In my caring small town. Helpful helping me find new/…read moredifferent insurance

Haven't had her do my taxes yet, but I already have a great feeling about her and her office…read more Personal treatment, the opposite of the usual CPA offices and H&R Block. Really looking forward to working with her in the coming years.

I met with Gloria for the first time on 7/25/19 (coincidentally, my birthday) after speaking with…read moreher on the phone a few times prior. Gloria was very pleasant and welcoming when I arrived. She was very understanding and knowledgeable about my complex tax issues, and had the ability to work on them during this visit. She made a few phone calls on my behalf to the IRS which required a lot of time, and was able to communicate with them with a level of expertise which I would not have been able to do on my own. I was feeling very overwhelmed with my situation prior to the visit but at ease afterwards, knowing that the tax issues I put off for several years was finally being handled professionally. The rate she charged me for her services were more than fair, and I was not required to pay the full amount up front. I am finally caught up on my income taxes and received all of my refunds that were due. The issue with my 2014 tax return is still pending with the IRS but I do not owe any money, and I am possibly due an additional refund from federal and state, which would not have been possible had I not gone to Gloria for help. I highly recommend Gloria and will continue to use her in the years to come.

After working with the same accountant for 30 plus years, I was heartbroken when he passed away…read more Finding someone new felt overwhelming. Unfortunately, my first experience with another accountant was extremely disappointing. This year, I searched Google and found Mr. Castro's office and based on the excellent reviews, convenient location, and professional website I gave him a call. From the moment I met the him, I knew I had made the right decision. He was organized, knowledgeable, patient, and genuinely caring. My tax returns were completed accurately and efficiently, and every document I had entrusted to him was returned neatly organized in a professional folder. That attention to detail alone gave me tremendous peace of mind. What impressed me even more was the exceptional service after my tax return was completed. I had a few other issues that needed to be resolved. Mr. Castro invited me to come to his office early in the morning before hours and on another occasion after hours, because he knew those were the best times to reach these offices. He patiently spent his time helping me work through the issues until everything was successfully resolved. That level of integrity, generosity, and commitment to his clients is rare today. It is such a relief to know that after losing the accountant I trusted for over three decades, I have found someone I can trust again. I recommend this office wholeheartedly to anyone looking for an accountant who is professional, responsive, organized, knowledgeable, and truly cares about the people he serves. Thank you for turning what could have been another stressful tax season into such a positive experience. You have earned a lifelong client!

Walter Castro is knowledgeable and hard working. He is accessible and responsive to clients' needs…read more He is efficient and professional. Most importantly, he is clam, kind, and caring. He has lessened my worry and anxiety many times.

Daryll Fredricks is the VP and I had been with them for decades. A few years ago my father passed…read moreand my mother took the family portfolio to a different broker. I returned with one property. I had a disagreement and have parted ways with my mother for legal and personal reasons. Daryll did not agree with that and had no right to interfere, but instead of dropping my mother's property from my policy, he refused to become the broker of record of the insurance policy even though I was the primary. He wanted to keep me and my mother's property together in the umbrella policy. He kept saying "no don't do that, I disagree, just think about it" and kept calling over and over despite adamantly telling him. The insurance carrier took my mother's broker as the broker of record and dropped me off my own policy. Daryll Fredricks actively chose to not contact the insurance carrier with my proof of ownership to establish I should not be dropped. Daryll then caused my next renewal to be 2x the price because I had no policy to renew. I had to start a new one.

I have known Ken Fuirst and the team at Levitt Fuirst for nearly 30 years and have always been…read moreimpressed with the firm...they have grown from 12 to 60 staffers in that time so they must be doing something right!

Mike and his team have been doing our business and personal taxes for years and he's always finding…read moreways for us to save while staying within IRS rules. I recently had his office take over our bookkeeping too, since I wasn't doing it correctly and was always getting massive headaches trying to figure things out. Everything is finally in order, and it was less of a big deal than I thought it would be to hand over the reigns. Wish I'd done it a lot sooner...

The staff and service at CrossCountry Mortgage has been so incredibly helpful and supportive during…read moremy first time home buying stuff experience. Team Evans handled my account, Stefanie Jensen in particular was our main loan handler. Stefanie was helpful, kind, and when I say quick to respond... I mean lightning speed. No matter if it was a night, weekend, whatever! She went above and beyond to be available for us. We ended up closing our loan within 3 weeks of our offer being accepted thanks to the knowledgeable and helpful staff at CrossCountry. Not to mention, they offered us the best rate even after we shopped around. Hands down, best company to finance a home loan with! Thank you so much guys. We love our new home!

Dealing with this company for a mortgage was one of the worst experiences I've ever had. The red…read moreflag should have been when I was told they were doing me a favor because it wasn't worth it for them. Excuse after excuse led to delay in getting mortgage and interest rate went up - 'I have meetings all day', 'I sent that document to you already', 'My associate sent that document to you', 'I am going on vacation and don't have time until I get back'. These are actual excuses - I have them in writing! I got triggered going through old emails and cleaning up my mailbox. Looking back, I should have reported their extraordinary lack of professionalism to someone. That's on me. The rest? I don't know how they feel good about themselves or their work. They were disgraceful on a professional and just plain human level. They simply were not there for me and always seemed a bit annoyed with me, like I was bothering them with my questions or concerns. Do your homework but save some time - don't add CrossCountry Mortgage, Purchase, NY to your comparison list. Just - wow.