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.

I highly recommend Dave Thorson at Cross Country Mortgage! Dave went above and beyond and worked…read morediligently to get my loan not only closed, but closed on time. My situation was unique and a bit difficult. His expertise and experience played a huge role in getting my loan closed. A different lender might not have been able to make it happen. Dave did an outstanding job!

I just closed my mortgage with iServe in Mar16. The process was easy and painfree. The best part…read morewas the customer portal that is created when you complete your initial loan application and from there you are able to download safely all of your documents online for the entire team of iserve to see it including (loan originators, processes, reviews, underwriters, and etc.) The point is it illuminated a lot of time because I was able to see after the submitting if my docs got excepted or not, meaning that I knew right away if I need to change anything or submit a newer version). Also, I worked with few team members and they all corresponded with me very promptly. Highly recommending!

It was a pleasure to do business with Sep Talas. He was very efficient in putting together the loan…read morepackage and closing in a smooth timely manner. Sep is extremely proactive, responsive, and has great follow through. He even referred my company some business. I will continue to do business with Flatiron and Sep. I have had terrible experiences with other lenders who lack transparency and there was a real difference between this company and those I have done business with in the past.

I have had the pleasure of working with Seena and the Flatiron team on several occasions now, and…read morethey are always amazing to work with. Great communication, they work swiftly and very competitive from what I see in the market. Would highly recommend them!

Nic and his team were AWESOME!!! They made the whole process…read morerun smoothly and we had a very positive experience.

I work with Nick professionally and just purchased a home and worked with him on my mortgage. Nick…read morewas excellent and came through on everything we spoke about. The process was very easy and we closed very quickly. I will continue to refer my clients to Nick as I now have been through the process myself and am reassured that Nick was always do a great job.

I received a number of emails from Transamerica about retirement plans. I never really read them…read moreuntil last week. Wowza! I have $$$ funds in a 401(k) here! Most transactions are done online, but I never registered a user account. After trying multiple times, I was unsuccessful. Tried the website support and waited on the phone for 20 minutes and never got assistance. Finally called the sales toll free line. Of course, it was answered right away. Kaitlyn helped me get my user account online. Of course, I was using the wrong company portal. She stayed on the line with me every step of the way. Service was so great, I might roll over to their IRA.

Horrible shady company, requested a withdrawal from my 401k, and they keep telling me the check is…read morein the mail, its been over a week, and nothing. All lies they just don't want the money to leave their company so they can continue to earn interest on our money!! This has happened to other co-workers I know, so its normal practice for them to hold on to the checks for a while before mailing them out. So glad soon I will never have to deal with them again!

If you're looking for someone who is far more than just an accountant, the service you can expect…read morefrom Middle Island Accounting is unparalleled. Their dedicated staff are the type of people you genuinely want on your team. Bruce has been an incredible mentor, strategist, and trusted advisor who helped me build my company from the ground up. His guidance extends far beyond taxes and financial statements. He genuinely listens, understands your vision, and helps you create practical business plans and long-term goals that position you for success all of your professional endeavors while meticulously balancing constructive criticism making recommendations and asking valuable questions that will challenge any business owner to genuinely put their best efforts forward. Over the years, Bruce has also helped me navigate complex business and legal challenges with confidence. Thanks in large part to his wisdom, strategic thinking, and steady guidance, I've come out stronger every time. I credit much of my confidence in business negotiations and decision-making to the invaluable lessons he's taught me. One of Bruce's greatest strengths is his ability to adapt. No matter what the economy is doing, he's always thinking ahead, helping his clients pivot when necessary, identifying new opportunities, maximizing earning potential, and building businesses that are both profitable and sustainable--without sacrificing a healthy work-life balance. Bruce is the kind of professional who genuinely celebrates your successes as if they were his own. His integrity, knowledge, and unwavering support have made an immeasurable impact on my life and business. Simply put, Bruce is a real-life Superman, and I feel incredibly fortunate to have him on my team. I recommend him without hesitation to anyone who wants not just an exceptional accountant, but a lifelong business partner and mentor.

DO NOT USE THIS COMPANY/ACCOUNTANT firm AS YOUR TAX ACCOUNTANT. I REPEAT DO NOT USE THIS COMPANY…read more YOU WILL REGRET IT. MAYBE HE IS GETTING TOO OLD AND HE SHOULD HIGHLY CONSIDER RETIRING. HE CAN NO LONGER DEAL WITH A HEAVY WORK LOAD. I am so upset i don't even know where to begin. We hired this company back in 2017. They were on point and helpful in the beginning with filing our taxes and giving good advice. But fast forward to 2021 and 2022. He filed our taxes extremely late and missed tax deadlines for both years, causing us to get hit with major fines for late filings. He was fully aware of us purchasing an investment property and needed additional loans to complete the project. We informed him that our tax returns needed to be completed for the year 2022 in order to get qualified for the loan. It's bad enough he waited all the way until August to be ready to file our taxes, he requested our information in August.. We sent the information to him to file in August 2023, and he filed extension in October of 2023, and still missed both extensions. 1 for our personal tax returns, and 2 for business tax returns. In OCTOBER OF 2023, We applied more pressure, explaining to him if our taxes are not filed, we will have to hire another accountant. He basically f**KED us by filing a ZERO tax return on both our personal and business tax returns, he E-filed the returns at that, (SMH). At this time we were unaware what happened, and didn't know how hard it would be to E-file our taxes, after the filing of the zero tax returns. Until he told us to Hire another account. So we did just that, We hired a highly professional accounting firm. Who helped with all of our needs in 3 days. As our new accountant goes to file our taxes. Our tax returns for both business and personal tax returns were returned from the IRS. Stating that the taxes were already E-filed. THIS WAS A BIG PROBLEM FOR US, Because the bank needed our filed returns with all the numbers and income that we received. The bank actually pulls IRS Tax transcripts to verify the tax returns and income. Now we have to wait 4 to 6 months for the 1040x amendment tax returns to be updated by the IRS ON the tax transcripts, PREVENTING us from not being able to secure the loan needed to COMPLETE our investment home project. (SMH.) We begged this man everyday since August to please file our tax returns. He never did. I had to contact my bank recently to reverse a payment I made to him in August due to services never rendered. I think Bruce needs to hang it up and retire. leave the accounting and tax game to the young people. It's time to travel with your wife and sip Margaritas on a beach somewhere. This game is no longer yours my friend. It pains me to have to make a comment like this online. But you have causes us pain and disappointment. and i want you to know it was me. hopefully this will be a lesson learned and for others to be aware of you. But on a humble note thank you for the services you did provide over the years for us. But these last 2 years I'm sorry to say that the experience we had has not been a pleasant one. Wish you all the best.