Had my initial appointment and it couldn't have been better. Knowledgeable and welcoming. Answered…read moreall my questions and provided excellent suggestions and guidance

I really cannot recommend them highly enough. They are professional, caring, attentive and…read moreefficient. They LISTEN to your situation/needs when selling or buying a house and are highly experienced, even with unusual cases. If you need a real estate attorney, you need Steve Kruk and staff!

Asked to potentially sign on as a new customer. Received a condescending note back, in effect…read moresaying that they wanted only certain types of clients. Unclear what types they're referring to. Could just be poor intake, but a poor reflection on company.

My wife had used Charles Treviso of Y, T and Associates for many years. When we married in 2014, I…read morebegan to use their services. Chuck is amazing and extraordinarily responsive, often within hours. Me and my wife have LLCs and Chuck handled all of the set-up needs as well as handling our LLCs when we moved them from California to New Hampshire seamlessly, even though I assume he had to come up to speed on the state's tax regulations. He provides both me and my wife with coupons for the state to ensure we never get behind and he does all that at a very reasonable price.

I can't say enough good things about Optima Benefits & Payroll. As a small business owner, they…read morehave been a lifeline for our company, Optimum Influence Media. A couple of years ago, we had a few issues due to our old CPA filing our taxes under the wrong FEIN number. During that time, I worked closely with Sheril Damelio to resolve these issues. Not only did Sheril take the extra time to help me understand what was going on, but she also made it a priority to check in with me and ensure these issues never happen again. She was a godsend. As our company has grown, we have taken advantage of the HR resources that Optima offers, and we have been extremely satisfied. Sheril answered all of my questions and even guided me through signing into specific portals, utilizing tools, and exploring other opportunities to support our business. More recently, I have been working with Kathy Freeman, who is exceptional. She is always timely with her responses, and I feel confident knowing she is handling our payroll. If you are a business owner in the Rochester area, I highly recommend utilizing services from Optima. They are second to none in our community, and we are so lucky to have them! Thank you all.

Would not recommend to small businesses or NEW buisness. We set up service with only 1 employee and…read moreafter only a couple months we felt it wasnt working in our benifit to pay for such a service and called to cancel payroll service with them completley. I believe this was done in 2017. From then on our buisness had gone through a change of management and more importantly we were trying to find our way as new buisness owners during a pandemic with little resources to no help. While going through bank statements for tax purposes we came across Optima Benifits every few months for different charges. When looking more into it we were still being charged every quarter for the last 7YEARS for a service that we thought we canceled. The charges started at $21 when we signed up and continued to increase every year... $75 to 78.50 to 83 to 100 and a few random higher ones. When going back to look at our contract a few things were done wrong on both ends but getting in touch with them was not the easiest processes when the found out why we were calling. On our end apparently we were supposed to send them written notification to terminate service after verbal communication which for wjatever reason we failed to do.... for the 7 years inbetween we DID NOT recieve any sort of emails, phone calls or written letters regarding any type of service they have provided us. We never not even once received any documents from them not even for annual taxes! So im not sure what we were even being charged for. We no longer had any paid employees to which we would need a payroll. This is a family owned buisness. All under 1 roof family buisness! So yes we should have caught this much sooner and we learned our lesson the hard way. On the other hand what type of moral ethics does a company have to charge anyone for a service they clearly not providing? In the end we learned a tough lesson and that is to not trust anyone with just there word... always read the fine print and reread btwn the lines and most importantly follow up and dnt just take them at there word.

Dear Bryan (Nancy and Lisa)…read more I just wanted to say thank you again. It's been about 50 years, first with your dad and then with you. You've been there through the good times and the bad Through all of these challenges you provided kind, thoughtful advice and expertise that was spot on. That by itself would have been enough but execution has always been above and beyond (Nancy and Lisa ). I would never think of asking anyone else for help in such matters. Your friend James z

Why am I recommending a CPA? If you have received your certified letter from the IRS, then read…read moreon. Lori Locey defended my business and personal interests in a recent small business audit by the IRS. Since I live in Chicago, it may seem like a strange decision to go out of state for assistance, but it turned out to be brilliant, because of how Ms. Locey handled the IRS agent. Because of my out of state representative, the local agent had to jump through procedural hoops to request information, and Ms. Locey made sure he toed the line with each inquiry. This made it difficult for him to dig deeper and further. She made sure the agent knew the burden he represented to my business, and made sure every request was presented in a complete way to him, to minimize interaction and work for me. In the end, he curtailed part of the audit (the expense side) because of Ms. Locey's persistence with him in asserting my compliance efforts and good intentions. My best advice: do not go it alone! My next best advice: get an experienced CPA like Ms. Locey to protect you!

Michael is a highly respected CPA and also does forensic accounting services. I have known him for…read more10 years plus and would recommend him to my family and friends.

First time used - gave everything in detail needed for taxes a MONTH prior!! left messages, no…read morereturn calls, finally almost deadline a phone call saying they are done pick them up! second call saying NO actually NOT ready and needed something else and filing for an extension??!!??!! Being told last min, they asked for money for services which was HIGHER than most as I asked many people( I paid) .. Receive a bill from IRS because of being late that I am charged for ! I call to ask why I need to pay this? only to be told basically its not their problem?? And taxes were not even properly done as IRS actually caught an error in my favor! HORRIBLE SERVICE - Will NOT be recommending to ANYONE.. Bad experience in which they did not understand or I should say cared about how WRONG on every level from day one I was treated .. BAD SERVICE

Mr. Guidice is The best migration lawyer! I ever meet , He is kind, he speak with the truth and…read moresuper helpful.

We used Mr Guidice when i arrived from England to marry my US girlfriend…read more From the first minute we met him until everything was completed, he was amazingly helpful, informative and friendly. He explained everything clearly and made sure we knew what documents were needed to be supplied by us. I was very nervous about my prospects of being able to stay in the US, but he gave me reassurance's, many times. Nothing seemed to much trouble for him. He answered any questions we had very promptly and he was always available to either speak to us, or answer emails, including weekends. Yes he charged a fee, but this is his living and the fee he charged was considerably less than another Immigration Attorney, used by a friend of ours who went through the same process. Also, he did not insist on us paying everything upfront. He has even kept in touch after my green card was granted to see if my wife and i were ok and if things were going well. I cannot speak highly enough of Mr Guidice ,his work, or his whole attitude to our case. He is a hero of mine for all he did helping us and for all the kindness and reassurance we got from him during our petition.

My organization needed an accountant to review a complicated situation on very short notice in the…read moremiddle of tax season. Fortunately, we were able to locate Ken Hall, CPA with Conlon. Ken was able to take on our task and complete it under a bit of pressure and deliver his report. It also involved giving his report in front of a State agency in a meeting with our group and others. Ken did an excellent presentation. We were very pleased with all he was able to put together in a sort period of time at a busy season for a CPA. He showed considerable knowledge especially in the area our organization especially needed. We are very pleased with Ken and Conlon CPAs.

Has been working with Kevin for several years, and he leads a wonderful team. He knows his work…read morevery well, and helps us understand the tax filing process. His team is so efficient and responds to our questions within the day or the next. Strongly recommend!!