She worked out my forms and found I didn't have to file. No charge for her time or service. When…read moreI do have to file, I will do so gladly with Heidi.

I used for 2023 for business and personal. The place looks like you're walking into a back office…read moreof a department store from 1973. I received a notice from the state related to closing my business. They ignored my emails which forced me to do all the work and filing on my own. The previous and only review states it's a one person show. The lack of customer service and follow through reflects it truly is.

Let me just start out by saying that Cindy M. Smith is excellent at what she does and will work…read morewith you in order to solve whatever Tax problems, concerns or issues you may have. My wife and I have worked with her for many years now and are completely satisfied with her Customer Service, Expertise and Client Protection. A case in point, to prove that she stands behind you, is when she wrote the IRS a letter on her own letterhead, stating the resolution we were going to follow, in order to correct a huge mistake our previous CPA made 2 years running, without our knowledge. Not only was Cindy able to resolve the problem, but because of her letter, the IRS returned the "penalty check" we had already sent in, basically saying, your recent letter explains everything in detail to our satisfaction and we are returning your check, we no longer see an issue. When have you ever heard the IRS giving YOU back money for a mistake that you previously made. Without Cindy's expertise and quick response, my wife and I would have wound up paying thousands of dollars in penalty fees to the IRS. When I say Cindy is on your side, that is an understatement. If you have an issue with Cindy, for whatever reason, I am extremely confident that the issue resides in large part with you and either is an illegal or unreasonable request. She stands behind her work, always listens to what you have to say and will provide detailed and expert advice to not only help with any given situation, but to protect you in the process. We highly recommend Cindy and have always found it a pleasure to work with her and utilize the excellent and professional service she provides.

Cindy Smith's statement about her business is far from accurate. I had been a client of hers for…read moreover 10 years. I am sad to say that she'll slice you off even after working with you for a long time, and in a quite nasty way too. Up to this point, she had been professional and courteous enough. This last year, though, I noticed she has a real problem with taking the time to explain things to you and is impatient and hostile when questioned. We had a disagreement over what I could claim for a deduction. It was an issue she'd been working with me on for years and this was the first time she raised an objection to me, though she claimed she'd expressed uncertainty about it before. I don't recall her ever doing so. So I asked her a lot of questions about the basis of her new viewpoint. She gave a very patchy explanation that didn't directly answer my questions and only created more questions. Instead of explaining her line of reasoning to me more thoroughly which I would have been willing to concede to if I could only understand where she was coming from, she told me I was free to find another accountant, raising the exchange from 4 to 10 in terms of tension and stress. When I tried showing her additional documents and told her I had talked to others in my situation, she viewed my doing so as a challenge to her authority and imposition on her time that she couldn't tolerate, and so she ended her last email to me with a declaration that she was no longer going to work on my taxes this year. This was a month before taxes were due. Let me make this clear: Cindy Smith, CPA isn't interested in advocating for her clients in any way, and will drop you as a client if you try to advocate for yourself. Cindy Smith, CPA would rather pull brutal power moves on her clients, even longstanding ones, than use more evolved communication skills in the face of misunderstandings. If she had the decency to answer my questions and offer me alternatives in a nicer way, she might have kept me as a client for at least this year and gotten the money for the work she'd already done for me. And if she knew how to treat another human being, she wouldn't be getting this Yelp review. But her appalling attitude and personality soured everything, including a chance to recuperate even her own financial bottom line. She had no interest in steering the situation to a more constructive outcome, even after working with me for over 10 years and having me recommend her to my friends, giving her at least one new client. After being the one to inconvenience me by dropping me one month before the tax deadline, she had the nerve to tell me that she wouldn't charge me for the work she'd already done for me this year. I should have known this was coming. Several years ago I was in her office once and heard her talking to a client on the phone. After Cindy hung up she said to the client as if s/he were there, "maybe you would understand this if you weren't so stupid." So here's a warning. Even if Cindy seems perfectly reasonable, competent and pleasant in person, know that she in fact has little respect for her clients and will leave you high and dry if you've somehow made her angry in any way. Don't believe a word she says in her business statement either about wanting to "serve" her clients over the long haul or being "dedicated" to them. Cindy M. Smith, CPA hates her clients and is dedicated to serving her ego and bad temper.

Interviewed them for forensic divorce analysis. They were honest & apparently experienced…read more Unfortunately on the advice my attorney I selected a local obese senior who works out his house & racked big bills without addressing the salient issues of my case.

I'm out of state but have fiduciary responsibilities tied to Poughkeepsie that require the highest…read morelevel of professionalism. That's why I go to Karl Firmbach, who has been taking the absolute best care of our family's tax needs for decades. I send him my tax planner and he does all the rest, correctly, efficiently, and timely. Karl is the best and I highly recommend him for your tax needs.

Great staff, great accountant, have been using him for over 20 years. Jim will find you the…read moredeductions and will go the extra mile to make sure that you are a satisfied customer.

Top of the line accountant. Thorough and detailed. He's been our family accountant for the last 15+…read moreyears. Would recommend.

So, I just received an email from YELP HDQTRS... Apparently, the review for Mr. O'Hara in which I…read moreshared quite a while ago re: his unethical business practices was removed due to some confusion as to my business relationship with Patrick? Mr. O'Hara and I did business together a couple of years ago. I gravely regret doing business with this person. He is full of trickery and deceit.. I warn anyone who seeks out his "expertise" re: taxes or anything else financial / investments, etc.!! RUN AS FAST AS YOU CAN!!! I've had my financials put back on track by another qualified, honest, sophisticated business owner.. His lack of honesty, honour and humility will surely catch up with him... DO NOT UTILIZE MR. O'HARA'S BUSINESS, HE IS UNETHICAL!! If you are seeking major financial headaches and high level of stress, then definitely utilize Patrick.. . Unfortunately for Mr. Ohara, he did not do right by me and lacks integrity re: business... We all make choices!! Patrick had quite a few horrendous reviews, as of late, but clearly had the audacity to contact Yelp HDQTRS and have the poor reviews deleted/removed... Please note that Patricks reviews are quite old. He had the two thumbs down reviews removed... Guess business is rough for him, now... Don't waste your hard earned money on his 'EXPERTISE".. You'll regret it greatly.. He also prepared my gf taxes and really screwed her up financially... KARMAS GOT EVERYONE'S ADDY!!!

My wife and I recently completed our taxes with Mr. Patrick O'Hara. We appreciated being apprised…read moreof each step of the process, from scheduling an appointment to what to expect during our discussion of the return. Mr. O'Hara was well informed, well paced, engaging, comprehensive and thorough. He and his staff made it less of a daunting experience typically associated with filing taxes. The fees were also reasonable. Thank you Mr. O'Hara for alleviating our anxiety and well equipping us for the coming year.

I had the pleasure of working with Rosalie Esposito for a number of years with my auto insurance…read more She did a fantastic job of finding me the best rates, and always went the extra mile in servicing my account. Hickey-Finn is a first class agency.

Hickey Finn has been my broker for all of my insurance needs for years. Always available and…read morehelpful. Michelle and Justin have been nothing but incredibly nice and available when I need them.

I consulted Laura Wong-Pan on post-workers comp injury employment issues as I faced resignation or…read morebeing deemed to "voluntary" resign from a non-union warehouse worker job. She listened carefully to my explanation of my work situation and clarified situations of which I was unaware so I could make an informed decision. I was seeking someone with knowledge of ramifications of what an employer recommends for me to do that could be detrimental to me if I were unaware of them, and Laura provided that knowledge. She also charged a rate that I consider fair and reasonable. I would employ her again and would recommend her to others.

I can't recommend Apexguard enough! With over 50 years of experience, they expertly handled my…read morecomplex taxes as both a W-2 employee and an LLC business owner. Apexguard not only found deductions I didn't know existed but also explained everything clearly and helped me plan for future tax savings. Their professionalism, attention to detail, and genuine care for clients are unmatched. - ARC